Citi – Concentrated Stock Positions: Hedging and Monetizing with Citi: How and why now? – 9.14.20

Overview:
Title: Concentrated Stock Positions: Hedging and Monetizing with Citi: How and why now?
Date: Monday, September 14, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

With stocks reaching near all-time highs after a significant pull-back in 2020 and the headwinds expected in the coming months, HNW and UHNW individuals are feeling the pressure to hedge or monetize their concentrated positions. RIA’s typically have not had access to the capital markets desks to structure and execute these strategies; however, Citi is able to offer this unique capability. This discussion will include hedging and monetization strategies while elaborating how RIA’s can leverage these unique investment opportunities to build their business.

Speakers:
Mark Whyman Mark Whyman VP in Retail Cross Asset Solutions Sales Citi

Mark Whyman, VP in Retail Cross Asset Solutions Sales at Citi, spearheading the firm’s product and strategy in Equity Derivatives and Structured Products to RIA’s. Mark works directly with RIA’s and distributors to create bespoke strategies and solutions for clients. Prior to joining the firm, Mark spent 10 years at Deutsche on the Equity Derivatives trading desk in London and covering RIA’s and the Private Back for Derivative Solutions. Mark holds a Bachelor’s degree in Economics from Loughborough University in England.
Adam Muchnick Adam Muchnick Director in Strategic Equity Solutions Citi

Adam Muchnick, Director in Strategic Equity Solutions at Citi, provides a broad suite of equity and equity-linked solutions including Hedging, Monetization, structured Accumulation and Disposal strategies to Corporate, Institutional and HNWI clients. Adam’s coverage includes partnering with RIA’s to provide their clients with access to Citi’s world-class institutional platform and structuring expertise. Adam has 9 years of structuring experience within Citi’s SES group and holds a Bachelor’s degree from the University of Pennsylvania.