Structured Notes and Why Advisors Should Consider Them

Structured notes can be highly customized investments that can be tailored to reflect a view of the market, a sector or as an overall compliment to a portfolio.

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Structured Notes and Why Advisors Should Consider Them
David Armstrong
Editor In Chief, WealthManagement.com

David Armstrong is editor-in-chief and executive director of content for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.

Structured Notes and Why Advisors Should Consider Them
Marc Premselaar
Senior Managing Director, Structured Solutions, CAIS

Marc Premselaar heads the Structured Solutions group at CAIS. Marc is responsible for overseeing the origination, distribution, and client coverage across all regions for the Structured Solutions group. He has over 13 years of capital markets and financial services industry experience. Prior to joining CAIS, Marc worked at Barclays Wealth, K2 Global Consulting, UBS Wealth Management. Marc received his BS from the University of Maryland and holds FINRA Series 3, 7, 24, and 66 licenses.

Structured Notes and Why Advisors Should Consider Them
Structured Notes and Why Advisors Should Consider Them
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