Summary:
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On Demand Soon
Please join us for this interactive webcast that will showcase the Citi alternative investments available to financial advisors. Our team of experts will provide an overview of our various strategies and the current investment environment. We will further review our Q4 Playbook and provide tactical ideas on navigating uncertain markets.
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Speakers:
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Stuart Kaiser
Head of US Equity Trading Strategy
Citigroup Global Markets Inc.
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Stuart Kaiser is Head of US Equity Trading Strategy focusing on the intersection of macro, equity and options markets. He was previously Head of Global Equity Derivatives Research at UBS, Head of Equity Research at Tudor Investment Corp. and part of the US Equity Strategy and Equity Derivatives research teams at Goldman Sachs. Stuart holds a BS in Finance and MBA from NYU’s Stern School of Business and is a CFA Charterholder. |
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Riko Mochizuki
Vice President – Multi Asset Group Structuring
Citigroup Global Markets Inc.
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Riko Mochizuki is a Vice President in the Multi Asset Group, Citigroup Global Markets Inc. She started her career at its subsidiary in Tokyo and relocated to New York in 2020. She has experience in designing and offering a range of structured products payoff and content including exotic equity, hybrid, FX, and rates derivatives, and systematic proprietary indices for retail distribution in America, Latam, and Japan. |
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Lee Glicklich
Vice President – Solutions for Financial Intermediaries Sales
Citigroup Global Markets Inc.
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Lee Glicklich is a Vice President in the Solutions for Financial Intermediaries group at Citigroup Global Markets Inc. Prior to joining Citi, Lee spent 4 years at Credit Suisse on their structured investments team. Lee has experience covering most all structured investment and over-the-counter (OTC) derivative distribution channels: Private Banks, Onshore/Offshore Reg-S clients, Broker Dealers, and RIAs. Currently, Lee is focused on growing RIA adoption of structured investments by highlighting all types of alternative solutions from market linked notes and structured CDs to hybrid products, hedging & monetarization solutions, access to private equity, and more. Lee is a graduate of Tufts University where he holds a B.A. in Economics. |
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Chris Sarni
Assistant Vice President – Solutions for Financial Intermediaries Sales
Citigroup Global Markets, Inc.
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Chris Sarni is an Assistant Vice President in the Solutions for Financial Intermediaries group at Citigroup Global Markets, Inc. Chris started his career in wealth management at UBS Financial Services working with high net worth individuals, followed by nearly three years at Credit Suisse where he shifted focus towards structured investments and alternatives. Chris has experience covering most all structured investment and over the counter (OTC) derivative distribution channels: Private Banks and Wirehouses, Onshore and Offshore Reg-S, 3rd Party Broker Dealers and RIAs. Chris holds a B.A. in Economics from The College of the Holy Cross. |
