Hedging and Monetization Strategies For Concentrated Stock Positions – Goldman Sachs – 5.31.22

Overview:
Title: Hedging and Monetization Strategies For Concentrated Stock Positions
Date: Tuesday, May 31, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

With a high level of uncertainty in the market, we are seeing increasing number of requests from investors for efficient ways to not only hedge but also monetize their concentrated positions in low basis stocks. Learn directly from the Goldman Sachs Sales & Trading Desk who will provide an overview of options strategies which can provide your existing or prospective clients with downside protection or liquidity solutions tailored to meet their needs. Historically these strategies have not been available to most RIAs, but the GS team will explain how these strategies work, how they can help you differentiate your business and how you can access them directly through Goldman.

Speakers:
Cooper Rey Cooper Rey
Managing Director – Global Markets Division
Goldman Sachs

Cooper has worked in equity derivatives and structured products space since 2006, and joined Goldman in 2008. He has been on the Private Investor Products Group desk within Equity Derivatives Sales and Trading for 10 years covering a variety of different financial services firms including Private Banks and Broker-Dealers and currently runs the RIA coverage team. Cooper’s product expertise includes OTC options, swaps and other derivative products as well as structured notes and CDs. He has extensive experience working directly with RIAs and other financial advisors to create tailored investment solutions designed to meet specific needs within client portfolios. Cooper holds a BA in Economics from Columbia University.
Sammi Lee Sammi Lee
Associate – Global Markets Division
Goldman Sachs

Sammi Lee is an Associate on the Private Investor Products Group at Goldman Sachs. At Goldman, Sammi focuses on providing RIA’s access to products across markets. She also works with Goldman’s Insurance partnerships in providing Sales and Marketing Support for agents and advisors. 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.