Structured Products: Enhanced Yield and Protected Growth For RIAs – Goldman Sachs – 3.8.21

Overview:
Title: Structured Products: Enhanced Yield and Protected Growth For RIAs
Date: Monday, March 8, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Hear directly from the Goldman Sachs Sales & Trading Desk about structured notes and how these investments can complement a portfolio as an equity enhancement or a fixed income alternative. The GS Team will provide an overview of the structured notes market, dive into how these investments are built, and deliver some relevant investment ideas for both asset allocators and tactical investors to help differentiate their business and add value to end investors in a scalable way.

  • The Search for Yield => Generating higher levels of income compared to traditional fixed income investments
  • Equities at all-time Highs => Hedging US equity exposure while still having the ability to participate in market upside if markets continue to rally
  • An Alternative to Alternatives => How structured notes can be used as a scalable alternative investment vehicle to produce uncorrelated market returns to traditional asset classes

Speakers:
Julia Ferguson Julia Ferguson
Private Investor Product Group
Goldman Sachs

Julia Ferguson works on the Private Investor Product Group in the Global Markets Division of Goldman Sachs. In her role, she is responsible for the sales, pricing and execution of structured investments and derivative hedging and monetization strategies. She has covered large private banks, broker-dealers and independent RIAs. Her current focus is providing capital markets access to the RIA community. Prior to joining Goldman Sachs, Julia worked at BNP Paribas where she had similar responsibilities. Julia received her BA from the University of Florida and her Masters in International Business from SKEMA Business School in France.
Sammi Lee Sammi Lee
Private Investor Product Group
Goldman Sachs

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.