Thematic Investing & Customized Portfolio Solutions via Structured Products – Goldman Sachs – 6.8.21

Summary:

The industry has seen a massive shift to thematic investing… Innovation, ESG, Inflation, Value. But outside of traditional equity investments, what are your options? Learn directly from the Goldman Sachs Sales & Trading Desk as they present their thematic index suite and portfolio customization capabilities. The GS Team will provide an overview of how to further implement these exposures through structured products, ultimately allowing for downside protection and enhanced upside returns. Pick the desired theme, tailor the exposure, then customize the structure to obtain the preferred risk vs. reward payout.

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 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.

Anton Marinchik joined Goldman Sachs in 2015, working on the structured products desk where he is responsible for the sales, pricing and execution of structured investments and derivative hedging and monetization strategies. Anton has covered large private banks, broker-dealers and RIA/advisory clients. In addition to creating custom structured solutions, Anton is also focused on managing key accounts and implementing custodial solutions for both new and existing clients of Goldman Sachs.