Jonathan Glidden, CIO at Delta Air Lines, shared how Delta’s corporate plan adopted portable alpha back in 2010 - the motivations behind it, the structures applied, and the insights gained from implementation. #GetStacked2025

Delta

In session 4, Patrick Kazley, Head of Solutions at One River Asset Management, explored how capital-efficient overlays combined with equities and convex strategies can improve long-term portfolio compounding. #GetStacked2025

Michael Crook, CIO of Mill Creek Capital Advisors, addressed how return stacking can be implemented in taxable advisor accounts - tackling tax drag, improving after-tax returns, and positioning portfolios for long-term outperformance. #GetStacked2025

☀️ A busy morning in Chicago, covering stacking fundamentals, allocator perspectives, and portfolio construction. The stage is set for a great afternoon. #GetStacked2025

Sonu Varghese, VP & Global Macro Strategist at Carson Wealth, shared how return stacking can help advisors differentiate with HNW prospects, while balancing efficiency with tax considerations. #GetStacked2025

In our second afternoon session, Adam Butler, CIO at ReSolve Asset Mgmt , hosted Mark Horbal of CPP Investments on return stacking in pensions - from governance to risk budgets and how large plans evaluate new strategies. #GetStacked2025

Roxton McNeal added the manager’s perspective on how return stacking fits into a multi-billion-dollar retirement framework, balancing innovation with fiduciary duty. #GetStacked2025

The Return Stacked® U.S. Stocks & Gold/Bitcoin ETF – RSSX.   For every $1 invested, RSSX is designed to provide $1 of large-cap U.S. equity exposure and $1 of a Gold/Bitcoin strategy. Learn more at returnstackedetfs.com

How are leading managers blending alpha + beta to make hedge fund-style strategies more accessible and effective for RIAs? Join CME Group, ReSolve Asset Mgmt, Welton, and Equity Armor Investments for a live panel unpacking innovative approaches to portfolio design, client alignment, and

The Return Stacked® Balanced Allocation & Systematic Macro Fund - RDMIX The fund seeks to achieve its investment objective by providing $1 of a U.S. balanced allocation strategy and $1 of a systematic macro strategy. Learn more at returnstackedfunds.com

A stacked lineup. Even better conversations. 🎧 Overheard at The Return Stacking Symposium: Our recap from one of the most insightful events in alternatives. Listen here: rcmalternatives.com/2025/10/overhe… Jason C. Buck 🪳🏴‍☠️ Jeff Malec Mike Philbrick Rodrigo Gordillo Corey Hoffstein 🏴‍☠️ Dillon Pierce, CAIA

The Return Stacked® Bonds & Managed Futures ETF – RSBT.   The ETF seeks to provide $1 of broad U.S. bond exposure and $1 of a managed futures strategy for every $1 invested.   Learn more at returnstackedetfs.com

Mike Philbrick, CEO of ReSolve Asset Mgmt, on how return stacking opens the door to more resilient portfolios. #GetStacked2025

The Return Stacked® U.S. Stocks & Managed Futures ETF – RSST.   The ETF seeks to provide $1 of U.S. large-cap equity exposure and $1 of a managed futures strategy for every $1 invested.   Learn more at returnstackedetfs.com

The Return Stacked® U.S. Stocks & Futures Yield ETF – RSSY. The ETF seeks to provide $1 of U.S. equity exposure and $1 of exposure to Futures Yield (carry) strategy for every $1 invested. Learn more at returnstackedetfs.com

The Return Stacked® Bonds & Futures Yield ETF – RSBY. The ETF seeks to provide $1 of U.S. bond exposure and $1 of exposure to Futures Yield (carry) strategy for every $1 invested. Learn more at returnstackedetfs.com

🎧 Wes Gray Wes Gray 🇺🇸 is back on #ReSolveRiffs to demystify the world of tax-advantaged investing. Learn about market neutral strategies, capital gains, and beyond! 🌐 𝗦𝘁𝗿𝗲𝗮𝗺𝗶𝗻𝗴 𝗵𝗲𝗿𝗲 𝗮𝘁 𝟰:𝟬𝟬 𝗣𝗠 𝗘𝗦𝗧.

🎧 Wes Gray (Wes Gray 🇺🇸) joins #ReSolveRiffs with Adam Butler to break down the “physics of tax.” Learn how Section 351 ETF conversions, market neutral tax loss harvesting, and box spreads can reshape after-tax returns. x.com/i/broadcasts/1…

The Return Stacked® Global Stocks & Bonds ETF – RSSB. The ETF seeks to provide $1 of global equity exposure and $1 of exposure to US Treasuries for every $1 invested.   Learn more at returnstackedetfs.com