2022 Recap: The Latest and Greatest in Structured Notes – Goldman Sachs – 11.3.22

Summary:

On Demand Soon

As a result of 2022’s challenging market environment, clients are searching for ways to generate predictable returns outside of traditional assets. Hear directly from the Goldman Sachs Sales & Trading desk about how institutional, family office and RIA clients are leveraging structured notes as a solution to differentiate their business and add value to end investors in a scalable way. The GS team will provide an overview of the market, walk through some of the recent popular structures and demonstrate how clients are tailoring these notes to fit their outlook and risk profile.

Speakers:

Sammi Lee is an Associate on the Private Investor Products Group at Goldman Sachs. At Goldman, Sammi focuses on providing RIA’s access to a variety of products within capital markets. She joined Goldman Sachs from Barclays where she was covering insurance companies for FIA/VA hedging, new mandates and FIA/Smart Beta marketing and more recently RIA’s for structured notes, ETN’s and other derivative products. She is a graduate of the University of Georgia, where she was a member of the golf team and studied Finance.

Lindsay is an Analyst on the Private Investor Products Group at Goldman Sachs where she focuses on providing solutions to sophisticated RIAs and Family Offices outside of traditional stock and bonds. Her role concentrates primarily on structuring and marketing derivative packages to help clients achieve market outperformance. In addition to her involvement with RIAs, she also has experience on the institutional side with regards to fixed income structured products. She joined Goldman Sachs from Vanderbilt University where she studied Economics with a concentration in Finance & Accounting.