A Smarter Path Out of Concentrated Equity: A Webinar for Current & Former Big-Tech Employees

​Holding a large block of company stock—Amazon, Google, Microsoft, Meta, Nvidia—can be a blessing and a burden. High conviction can drive incredible returns, but too much exposure introduces real financial risk.

​This webinar demystifies the strategies to diversify investments without unnecessary tax drag. We'll explore:

• ​Covered call frameworks that can generate income while strategically reducing exposure

• ​Exchange funds that allow you to maintain market upside while deferring capital gains

• ​Tax-optimized SMAs tailored to unwind concentrated positions over time

• ​Other structured approaches to lower risk while preserving long-term opportunity

​We’re proud to host Si Katara, Founder & CEO of TAPPAlpha, who will share his expertise on modern solutions for concentrated equity management.

​Whether you're planning a career transition, approaching a liquidity event, or simply seeking better financial balance, this session can empower you with the knowledge you need to protect and grow your wealth.