Spread School by SyntheticFi

SyntheticFi
  • 5.0 (3)
  • Investing

Spread School is where sophisticated borrowing becomes easier to understand and easier to use. Hosted by Dasarte Yarnway and presented by SyntheticFi, Spread School brings together advisors, investors, and industry experts for practical conversations about box spreads, concentrated stock, portfolio liquidity, and the decisions that come with putting these strategies to work. Each episode goes beyond the mechanics. We explore how advisors evaluate borrowing options, navigate real client scenarios, think about risk and taxes, and use the portfolio to create greater financial flexibility. Whether you are learning about box spreads for the first time or looking to use them more effectively with clients, Spread School gives you the context to make better decisions. Ready to see how SyntheticFi can help you put these strategies to work? Book a meeting with our team at SyntheticFi.com.

Episodes

  1. Sep 5

    EP 1. How Box Spreads Became a Growth Strategy with Akiva Glazerson

    Akiva Glazerson didn't launch his RIA with a book of business. He started with zero clients and zero AUM. What he did have was deep experience across Deutsche Bank, UBS, RBC, PIMCO and a $45 billion RIA, plus a belief that the traditional advisor playbook left room for something different. On this episode of Spread School, Akiva joins Dasarte Yarnway to explain how sophisticated strategies like box spreads helped him create differentiated prospect conversations, consolidate client assets and solve complex liquidity, tax and concentrated-stock problems. They break down: • Why differentiation mattered when starting from zero • How box spreads can open broader planning conversations • Why a $20,000 test case eventually became a multi-million-dollar box spread • How one client addressed volatility, liquidity and taxes around a $4 million concentrated stock position • A box-spread refinancing strategy for a vacation home • How advisors can get comfortable introducing more sophisticated solutions to clients For advisors looking for ways to compete beyond traditional portfolio management, this episode is a look at what differentiation can actually look like in practice. To start your journey with SyntheticFi, visit www.syntheticfi.com

  • 1 Episode

Ratings & Reviews

5
out of 5
3 Ratings

About

Spread School is where sophisticated borrowing becomes easier to understand and easier to use. Hosted by Dasarte Yarnway and presented by SyntheticFi, Spread School brings together advisors, investors, and industry experts for practical conversations about box spreads, concentrated stock, portfolio liquidity, and the decisions that come with putting these strategies to work. Each episode goes beyond the mechanics. We explore how advisors evaluate borrowing options, navigate real client scenarios, think about risk and taxes, and use the portfolio to create greater financial flexibility. Whether you are learning about box spreads for the first time or looking to use them more effectively with clients, Spread School gives you the context to make better decisions. Ready to see how SyntheticFi can help you put these strategies to work? Book a meeting with our team at SyntheticFi.com.

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