The Future of Portfolio Construction: Implementing Direct Indexing Solutions
Presented by Laura Foster, CFA
Managing Director, Private Wealth Solutions, Canvas Custom Indexing
📅 Date: Wednesday, February 11, 2026
🕰️ Time: 3:30 PM to 5:15 PM
📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
Why This Event Matters
Direct indexing has moved from a niche offering to a powerful tool for advisors who want more control over client portfolios. Lower custodial costs, stronger technology, and widespread access to tax-loss harvesting have made this strategy one of the fastest-growing areas in portfolio management.
This session will give advisors a clear understanding of how direct indexing works, why demand is rising, and how to apply the strategy across different client situations. Laura will break down the mechanics, the benefits, the tradeoffs, and the practical ways direct indexing can create better after-tax outcomes and stronger long-term alignment.
Advisors looking to enhance tax efficiency, personalize portfolios, or support clients with concentrated positions will find this session especially valuable.
What You’ll Learn
✅ The history and evolution of direct indexing and why adoption has accelerated
✅ How technology and custodial pricing helped shift DI into the mainstream
✅ Real-world use cases for tax-loss harvesting and long-term after-tax growth
✅ How direct indexing helps offset concentrated positions, business-sale gains, and hedge fund exposure
✅ Customization tools for risk alignment, values-based screens, and factor tilts
✅ Key tradeoffs, including complexity, pricing, and portfolio ossification
✅ How to unwind or exit DI portfolios with tax awareness, gifting, or basis strategies
About the Speaker
Laura Foster, CFA
Managing Director, Private Wealth Solutions
Canvas Custom Indexing
📧 [email protected]
📱 203.979.0933
Laura works with advisors, consultants, wealth managers, family offices, and private banks who use the Canvas platform to deliver custom, tax-efficient portfolios. She began her career at Parametric in Seattle and has spent more than a decade supporting investors through personalized portfolio construction and implementation.
A CFA Charterholder, Laura serves as President of the CFA Society of Seattle and holds a Bachelor of Science in Economics from the University of Washington.
Registration & Pricing
🎟️ FPA Member Early Bird (through 2/10/26): $49
🎟️ FPA Member Regular (2/11 to 2/12/26): $59
🎟️ Guest / Non-Member: $98
Continuing Education
This program is eligible for CFP CE Credit
Complexity Level: Advanced
CFP Topic Area: Investment Planning
Special Thanks to Our Sponsor
TBD
