Tag: Wealth Management
Your Concentrated Stock Fix: Long-Short Direct Indexing with Jeff Murphy (Ep. 10)

Your Concentrated Stock Fix: Long-Short Direct Indexing with Jeff Murphy (Ep. 10)

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Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, reduce concentrated exposure, and prepare for liquidity events in a controlled and tax-aware way.

Rex Berger speaks with Jeff Murphy, Market Leader at Invesco, about how direct indexing works and why it has become a useful approach for handling concentrated stock, navigating equity-based compensation, and identifying tax opportunities within a portfolio. They discuss the differences between long-only and long-short structures, how tax loss harvesting functions in real portfolios, and how tracking error fits into overall portfolio design. The conversation includes examples relevant to business owners, corporate executives, and families managing long-term embedded gains.

What to expect:

  • How direct indexing builds index exposure while allowing for customization
  • Why tax loss harvesting can be a valuable planning tool
  • How long-short direct indexing helps investors with concentrated stock
  • Examples of preparing for liquidity events and reducing tax pressure

Connect with Rex Berger: 

Connect with Jeff Murphy:

About our Guest:

Jeff Murphy is a market leader at Invesco with deep expertise in direct indexing, portfolio construction, and tax-sensitive investment strategies. He works closely with advisors across the country to help clients navigate concentrated stock positions, liquidity events, and the evolving world of personalized indexing.

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How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

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Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan.

In this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives and high-net-worth families: managing a concentrated stock position. Sam shares how these positions form, the risks they create, and the smart, tax-efficient strategies clients can use to diversify without losing hard-earned gains.

Through real-world examples and expert insights, Rex and Sam explore techniques like direct indexing, hedging, exchange funds, and charitable gifting to help listeners turn a concentrated holding into a more balanced and resilient portfolio. It’s an essential guide for anyone with significant equity exposure who wants to de-risk strategically and preserve long-term wealth.

What to expect:

  • The biggest risks of holding a concentrated stock position
  • How to diversify tax-efficiently using direct indexing and hedging
  • When exchange funds or charitable giving strategies make sense
  • Why planning first (before selling) can protect more than returns
  • And more!

Resources:

Connect with Sam Diarbakerly: 

Connect with Rex Berger: 

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Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)

Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)

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How do discipline, innovation, and access to opportunity shape the future of wealth?

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman of CAZ Investments. They discuss health as a foundation for leadership, democratizing access to private investments, and why innovation is critical for advisors and families today. 

Christopher also shares his approach to evaluating thousands of opportunities each year and the role of GP stakes in building resilient portfolios.

Christopher discusses:

  • Why personal discipline in health and routines strengthens decision-making in business and investing
  • The “20 billion in 20 years” goal at CAZ and how it aligns the firm and investors toward meaningful impact
  • The democratization of private investments and why access matters for more families today
  • The importance of innovation in alternatives, GP stakes, and thematic investing strategies
  • How families can teach the next generation about wealth through philanthropy, structured conversations, and real-life investment examples
  • And more!

Resources:

Connect with Sam Diarbakerly: 

Connect with Christopher Zook:

About Our Guest:

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher recently co-authored “The Holy Grail of Investing,” with Tony Robbins, which became a #1 New York Times Bestseller. Christopher was honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber.

Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. In 2019, Christopher was appointed by the Governor to serve on the State of Texas Pension Review Board, where he chairs the Investment Committee. He also served two terms as a member of the Greater Houston Partnership’s Executive Committee and is a past President of the “C” Club of Houston.

Christopher is a graduate of Texas Tech University, where he was honored as a Distinguished Alumni. A lifelong Houstonian, he is a former Vice-Chairman of the Deacons and served for more than a decade on the Finance Committee at Second Baptist Church. He has held leadership positions on a variety of charitable boards, including his current role on the board of Elizabeth Ruth’s Home, an organization serving adults with autism. Christopher previously served as President of the Board of Trustees of Avondale House and President of The Children’s Fund. He is a proud father to Christopher, Jr. (and daughter-in-law, Cecelia Zook, grandson “Tripp” and granddaughter Madelyn) and husband to his high school sweetheart, Lisa.

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Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

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What’s the real secret to building and managing significant wealth?

Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncover what sets Generation Capital Advisors apart. Joined by Matt Ackerman, Chief Brand Officer at Integrate Partners, Sam shares his vision and the passion driving his team from being a modern, holistic wealth management firm to acting as an outsourced CFO for ultra-high-net-worth clients. 

Sam and Matt discuss: 

  • The five distinct pillars of wealth management that guide Generation Capital’s approach [00:01:02]
  • Innovative strategies for cross-generational wealth education and empowerment [00:06:56]
  • Using technology and personalized service to deliver a world-class client experience [00:13:57]
  • A proactive approach to financial education, breaking the “money silence” for future generations [00:21:02]
  • And more

Connect with Sam Diarbakerly: 

Connect With Matt Ackermann:

About Our Guest: 

Matt Ackerman supports Integrated Partners’ growth by creating content that enlightens, informs, and entertains. He’s passionate about shining a spotlight on the incredible advisors and thought leaders at Integrated, using blogs, podcasts, and multimedia to showcase their talent in meaningful ways.

Known for bringing creativity and energy to every role, Matt has always considered himself lucky to have “the fun job.” Throughout his career, he’s used storytelling to highlight the outstanding work of financial advisors across the country—sometimes coloring inside the lines, and other times boldly stepping outside them.

With more than 20 years of experience in wealth management media, Matt joined Integrated in 2020 after serving as director of multimedia at InvestmentNews, where he earned 15 ASPBE awards for digital content creation. His work included Practice Makeover, a reality series aimed at helping advisors revamp their businesses, and a documentary on impact investing that premiered at the United Nations in 2019. Prior to that, he held roles at Financial Planning, American Banker, and the New Jersey Law Journal, where he was named “Rookie of the Year” by the New Jersey Press Association in 1997.

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