2 articles, 1 podcast & 2 videos

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READING

I. Slashing Tax Bills for Rich Investors Is a $1 Trillion Business

Frec (Fund IV) is a startup offering tax-aware long-short investment strategies designed to generate “tax alpha” by intentionally creating losses that can offset investors’ capital gains. Founded by Mo Al Adham, the company is part of a broader trend making sophisticated tax optimization strategies—once limited to the ultra-wealthy—more accessible to a wider set of investors.

II. trii Launches US Stock Trading in Chile, Expanding Global Investment Access with Alpaca

trii launched U.S. stock trading in Chile through a partnership with Alpaca (Fund III), aiming to make global investing more accessible to retail investors by lowering costs, simplifying the experience, and providing financial education. The move helps Chilean users diversify beyond local markets and is part of trii’s broader strategy to become a leading investment platform across Latin America.

WATCHING

I. The Future of Fintech and AI: Insights from Matt Ober

WATCHING

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