Breakout: Concentrated Position Holders

​You may have gotten here through a liquidity event, inheritance, or years of holding one stock. Either way, you're sitting on something large and figuring out what to do with it. This breakout is for members working through that question in real time: what to hold or diversify, how to mitigate taxes, tactics like direct indexing or tax-loss harvesting, and what tradeoffs people are actually living with.

​Breakouts are not recorded. Cameras and mics are strongly encouraged as these are interactive.