ETF Execution Unlocked: Strategies for RIAs in a Shifting Market – Goldman Sachs – 10.10.25

Summary:

For RIAs navigating prolonged market swings, ETFs are no longer just core building blocks—they’re tools that may be used for portfolio diversification, income generation, and volatility management. As client expectations evolve, advisors are challenged to bring greater sophistication and effectiveness to every execution decision.

Join John Marshall, Head of Goldman Sachs Derivatives Research, along with Jackson Isaacs and Matthew Roszkowski from our trading desk, for a conversation that connects macro trends and real-world ETF execution.

You will hear how:

• Macro forces are influencing ETF flows and investor behavior.
• Professional and retail participation is evolving across the landscape.
• Trading desks are refining execution strategies to anticipate market shifts and unlock liquidity.

Register today and learn how ETFs are being deployed in today’s markets—and how to turn those insights into more effective strategies for your clients.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

John is head of Derivatives Research and manages a global team focused on index, ETF and single stock options as well as cross-asset strategy. He is a member of the Equity Research Investment Review Committee, including the subcommittee that selects the Goldman Sachs Conviction List. John’s team has published thousands of tactical trade ideas in collaboration with equity analysts, credit analysts and macro strategists over the past 23 years. His quantitative studies focus on estimating directional asymmetries across markets to construct efficient multi-asset portfolios and has helped to guide the creation of several of the major ETFs and Mutual funds that systematically trade options.

Jackson is the head US Equity ETF trader at Goldman Sachs. He has been at the firm over 11 years, spending 7 years on the ETF Trading desk and previously as a member of the ETF Distribution team, covering Registered Investment Advisors and institutional clients for both ETF execution and content.

Matt currently works on the ETF Sales Trading desk in New York, where he is responsible for providing wealth and institutional clients unique liquidity solutions, trade execution and differentiated content. Matt joined the Firm in 2005 in the Philadelphia Private Wealth Management office. In 2007, he transitioned to the Equity Sales Trading desk, working in both the London and New York offices. Matt earned a BA in Finance from Villanova University in 2005.