Hedging and Monetization Strategies For Concentrated Stock Positions – Goldman Sachs – 12.14.20

May 17, 2019

Overview:

Title: Hedging and Monetization Strategies For Concentrated Stock Positions

Date: Monday, December 14, 2020

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

With markets once again touching all-time highs and an uncertain road to economic recovery ahead in 2021 investors increasingly looking for efficient ways to hedge or monetize concentrated positions in low cost basis stocks. Learn directly from the experts on 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
Vice President – 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.

Brandon Laczkowski
Vice President – Global Markets Division New York
Goldman Sachs

Brandon has been in the investment management and financial services industry since 2010. He joined Goldman Sachs in 2016 and has held various roles within both the Asset Management and Securities Divisions. He currently sits on the Equity Derivatives Sales and Trading Desk within the Global Markets Division concentrating on product distribution to the RIA space. Product focuses include creating solutions for large concentrated stock positions, structured notes, warrants and other derivative related products. The majority of his day-to-day is spent creating custom solutions that allow advisors to express their market views and then are tailored to meet the client’s risk tolerance and time horizon.

Brandon earned a BA in Economics w/ a concentration in Business from Michigan State University.