Hedging and Monetization Strategies for Concentrated Stock Positions – Goldman Sachs – 12.11.23

Overview:
Title: Hedging and Monetization Strategies for Concentrated Stock Positions
Date: Monday, December 11, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

With a rebound in markets but uncertainty still high, we are seeing increasing number of requests from investors for efficient ways to hedge and also monetize 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.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Brandon Laczkowski Brandon Laczkowski
Vice President – Global Markets Division
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.
Lindsay DiStaso Lindsay DiStaso
Associate – Global Markets Division
Goldman Sachs

Lindsay is an Associate 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.