Goldman Sachs’ On Differentiating Your Practice With Structured Notes

Sammi Lee, Associate – Global Markets Division and Lindsay DiStaso Analyst at Goldman Sachs discuss how advisors are leveraging structured notes to differentiate their practice and deliver customized, risk managed solutions to their clients.

WEBCAST – 2022 Recap: The Latest and Greatest in Structured Notes.

As a result of 2022’s challenging market environment, clients are searching for ways to generate predictable returns outside of traditional assets. Hear directly from the Goldman Sachs Sales & Trading desk about how institutional, family office and RIA clients are leveraging structured notes as a solution to differentiate their business and add value to end investors in a scalable way. The GS team will provide an overview of the market, walk through some of the recent popular structures and demonstrate how clients are tailoring these notes to fit their outlook and risk profile.

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Sammi Lee is an Associate on the Private Investor Products Group at Goldman Sachs. At Goldman, Sammi focuses on providing RIA’s access to a variety of products within capital markets. 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.