About this episode
How do tax efficiency, private markets, and structural change intersect in modern portfolio construction?
David Weisburd speaks with Jeffrey Fulk about his career across hedge funds, fund-of-funds, and wealth platforms, and how AlTi Global approaches tax-aware investing, private credit, evergreen structures, and evolving access to private markets. Jeff shares insights on where opportunity is emerging as markets shift and why after-tax outcomes increasingly drive investment decisions.
The views expressed herein are those of Jeffrey Fulk and do not necessarily reflect the views of AlTi Global, Inc. or its affiliates (“AlTi”). This is for informational purposes only and does not constitute investment advice, an offer to buy or sell any financial product, a solicitation to become an advisory client of AlTi or an investor in any AlTi-advised fund, or an endorsement of AlTi, its advisory services, or investment strategies, including AlTi-advised funds. While the information and views presented are believed to be accurate and expressed in good faith, there is no assurance that they are correct, complete, or will not change over time. All investments carry risk, including loss of principal. Past performance is not indicative of future results.
Highlights:
Jeff’s unconventional path into finance and early hedge fund investing
Lessons from the LTCM collapse and market dislocations
Why tax-aware strategies are reshaping wealth portfolios
Mechanics and risks of long-short tax loss harvesting strategies
The growing role of private credit and credit secondaries
ETFs, correlation risk, and implications for portfolio construction
Evergreen structures versus closed-end private funds
Why operational simplicity matters for wealth clients
Continuation vehicles and selective buyout opportunities
The potential impact of private assets entering 401(k)s
Guest Bio:
Jeffrey Fulk is a senior investment professional at AlTi Global, a global wealth and asset management platform with approximately $100 billion in assets under management. He has held senior roles across hedge funds, fund-of-funds, and wealth management, including positions at Guggenheim Partners and Hightower. Jeff focuses on portfolio construction, tax-efficient investing, and integrating private markets into long-term wealth strategies.
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We’d like to thank AlphaSense for sponsoring this episode!
Sponsor:
AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture ca
