SRP Americas 2020 - Post-Event Report

SRP Americas 2020 Virtual Conference

14-18 September

THANK YOU

We launched our first virtual Americas conference this September!

With over 15 years of experience in running events about structured products, our first virtual conference presented totally new opportunities for us that had not existed prior to the Covid pandemic.

For me, with a portfolio of live events in my pocket, launching a virtual network has been exciting, albeit challenging at times! I believe the value of our events lies in the platform we provide to people from across all areas of the industry. We could not have pulled this off without the patience and flexibility of our clients, speakers and delegates.

On behalf of all the SRP team, thank you for making this year’s event possible. We hope we will be able to see you all very soon.

Kind regards,

Ana Salom-Boira Conference Producer

t: +44 (0)20 7779 8789

e: ana.salom@structuredretailproducts.com

Thank you to all the sponsors for supporting the SRP Americas 2020 Virtual Conference

Together with you we have managed to make the conference the leading event for alternative investments of 2020 and we look forward to working with you on again on SRP Americas 2021! As always, it was a pleasure working with everyone who partnered with us.

Reihaneh Fakhari Commercial Director

t: +44 (0)20 7779 8220 | m: +44 (0)79 8075 6761

e: reihaneh@structuredretailproducts.com

600+ senior decision-makers from across the global alternative investments market

DISCUSSION TOPICS

LOCAL EXPERIENCES

CANADA

THE CANADIAN MARKET

What events have shaped the Canadian market? How is local investor sentiment reflected in what structures are most popular in those market? How has the downturn of equity markets affected the buy-side experience?

DECREMENT INDICES

SPEAKERS

Amélie Labbé-Thompson, Director of product and content, SRP

Jerome Cloutier, Managing director - Canadian head of sales, global structured products, BMO Capital Markets

Vincent Marquis, Managing director, National Bank of Canada

Christopher Cafley, Senior vice president - head of investment products and trading, Raymond James Ltd. (Canada)

What are the core characteristics of decrement indices and how are they helping reduce risk for banks? How are decrement indices affecting the manufacture of structured products in the face of low interest rates and zero-coupon bonds? What explains the lag between France and the rest of the world in relation to the uptake of decrement indices?

SPEAKERS

Pablo Conde, Managing editor, SRP

Laurence Black, Founder, The Index Standard

Tim Mortimer, Managing director, Future Value Consultants

Rob Turnbull, Managing director, BMO Capital Markets

Timo Pfeiffer, Chief markets officer, Solactive

#SRPAmericas

DISCUSSION TOPICS

LOCAL EXPERIENCES

LATIN AMERICA

LATAM LEADERS’ PANEL

What challenges and opportunities are present in Latin American emerging markets? What changes have arisen from the pandemic with respect to product volume, yield and local investor attitudes to risk-return rewards?

SPEAKERS

Amélie Labbé-Thompson, Director of product and content, SRP

Javier Alvarado Chapa, CEO and head of treasury and markets, Monex

Casa de Bolsa and Monex Financial Group

Luciano Diaféria Angelo, Head of treasury products, Banco Itaú Unibanco

Marco Merino, Executive director. head of structuring, BBVA Peru

SECONDARY MARKETS IN LATAM: LOCAL CHALLENGES

What challenges are local players facing today? What lessons can be drawn from the experiences of the Brazilian and Peruvian markets? What role are distributors playing in making investing easier for local people? How can platforms drive the adoption of structured products in retail markets in South America?

SPEAKERS

Pablo Conde, Managing editor, SRP

Maite Kattar, Head of COE and structured products, XP Investimentos

Steve Ocampo, CIO and partner, Zest Capital

Fernando Concha, Key account manager, Luma Financial Technologies

DISCUSSION TOPICS

LOCAL EXPERIENCES

USA

US LEADERS’ PANEL

How have investment banks adapted to the challenges of Covid 19, with respect to the structured products industry and other affected industries? What products and innovations are emerging in response to the pandemic? What strategies are investment banks implementing to safeguard their teams and clients going forward?

CHANGING ATTITUDES TO ESG

SPEAKERS

Nicholas Parcharidis, Partner and managing director, m+ funds

Brandon Igyarto, Managing director, head of SIDM (structured investments) for the Americas, J.P. Morgan

Larry Wilson, Managing director, Morgan Stanley

Shikha Jindal, Director - Head of structured product distribution for private banks and LatAm, Barclays

Why has the uptake of ESG been slow in the US market? How are players overcoming local sentiment against performance of ESG products? How has investor sentiment towards ESG changed in the context of the coronavirus pandemic? What needs to change with regards to ESG investments to accelerate their uptake in the US? How can players position ESG as a stand-alone factor, not linked to performance or risk-mitigation as a whole?

SPEAKERS

An-Lap Vo-Dignard, Senior vice president - portfolio manager and investment advisor, The Vo-Dignard Provost Group - National Bank Financial

Holly Robertson, Vice president – structured product sales, HSBC Bank

Margaret Dorn, Senior director - ESG product strategy - North America, S&P Dow Jones Indices

Peter Horacek, EVP – Head of distribution, AXIO Financial

Melissa Brown, Head of applied research , Qontigo

Shila Wattamwar, Executive director - client relations, Sustainalytics

DISCUSSION TOPICS

GLOBAL INNOVATION TRENDS

DEMOCRATISING STRUCTURED PRODUCTS

FIXED INDEX ANNUITIES

What changes in investor sentiment have occurred in the context of the Covid pandemic? How will the low interest rate environment and the pandemic affect product development? What product development and management issues have arisen from the pandemic?

INDEX CASE STUDIES

SPEAKERS

Tamiko Toland, Head of annuity research, CANNEX Financial Exchanges

Vinit Srivastava, Co-founder and CEO, MerQube

Tre De Pietro, Director - insurance derivatives and financing, Credit Suisse

Adam Politzer, VP product management, Athene Holdings

Matt Kaufman, Principal, Milliman Financial Risk Management

How can index innovation facilitate investments for a global private bank offer more diversified solutions to their client portfolio in the context of a bullish market, while still benefiting from upside growth? How can an institutional investor move a significant portion of its passive equity portfolio to a global smart beta approach while respecting particular risk targets and structural imperatives?

SPEAKERS

Hamish Seegopaul, Managing director - quantitative and multi-asset solutions, Qontigo

Nate Dorr, Senior director – Head of quantitative development, Milliman Financial Risk Management

DISCUSSION TOPICS

GLOBAL INNOVATION TRENDS

DEMOCRATISING STRUCTURED PRODUCTS

TECH & THE NEW NORMAL

How is technology helping structured products adapt to the virtualised world? What parts of the product lifecycle have been most impacted by the shift to this new digital reality? What other challenges are being tackled by the industry’s top tech providers?

ETFS AND STRUCTURED PRODUCTS

SPEAKERS

Tom Balcom, Founder, 1650 Wealth Management

Ayal Leibowitz, Chief innovation officer / Member of the Global Executive Committee, LPA

Dale Burke, Product manager, Numerix

Karim Faraj, Head of front office derivatives, Bloomberg

How are ETF products positioned and distributed to potential investors? What has sparked the recent innovation in ETF products and the move away from traditional products? Where is this innovation going? Will products continue to evolve? Will the wallet grow in this context?

SPEAKERS

Dave Walsh, Vice president, Morgan Stanley

Karan Sood, CEO, CBOE Vest

Trevor Terrell, Head of sales, InnovatorETFs

Michael Nelskyla, Founder and CEO, SAVE Advisers

Mohammed El-Hioum, Managing director, US head of structured products, Forte Securities

DISCUSSION TOPICS

GLOBAL INNOVATION TRENDS

DEMOCRATISING STRUCTURED PRODUCTS

PLATFORMS, DISTRIBUTION AND THE FUTURE OF US STRUCTURED PRODUCTS

How are people adapting to the virtualisation of distribution and the tools offered by lifecycle management platforms? Will platform technologies, and the transparency and efficiency they offer, be the spark that launches structured products into the mainstream market?

SPEAKERS

Michael D’auria, Executive director, J.P. Morgan

Rafael Salvatierra, Head of product structuring, origination and UHNW solutions, Bank of America/Merrill Lynch

Nataliya Popel, Head of structured investments, Stifel

Yinglu Zhang, Head of North America sales, structured investments, cross asset solutions, Citi

Deryk Rhodes, Managing director, Incapital

WHAT SOME OF OUR 2020 ATTENDEES HAD TO SAY

The structured products space has evolved and expanded at a rapid pace over the past few years. It is no longer relegated to traditional bank notes. Insurance companies, ETF issuers, UIT providers, and SMA managers have all entered the game. We were thrilled to see SRP America keeping up with the latest trends and providing relevant content that not only helps financial professionals understand what exists today, but what might also be possible in the future.

MATT KAUFMAN, MILLIMAN

This year’s virtual conference was an excellent event that we were proud to be a part of! From the insightful panel discussions to networking with industry leaders, SRP has gone above and beyond to support the structured products industry. Luma was honored to be recognised as Best Structured Product Technological Solution at this year’s SRP Americas Virtual Conference and we look forward to participating in many of their future events to come!

TIM BONACCI, LUMA FINANCIAL TECHNOLOGIES

COMPANIES IN ATTENDANCE

• 1650 Wealth Management LLC

• Agrosuper

• Aligned Capital Partners

• AlphaFixe Capital

• Assante

• Athene USA

• Auna Sa

• Autorité des marchés financiers

• Aval Asset Management Ltd

• Axio Financial

• B3

• Banbif

• Banco Itaú BBA

• Banco Itaú Unibanco

• Banco Monex S.A.

• Bank Hapoalim

• Barclays

• BBVA

• BlackRock

• Bloomberg

• Bluestone Capital Management

• BMO

• BNP Paribas

• Bank of America Merrill Lynch

• Bradesco

• BroadView Risk Consulting

• Brocap Advisory

• CAIS

• CANNEX Financial Exchanges

• Capreit

• Cashlobe

• Causeway Securities

• CBOE Global Markets

• CBOE Vest

• Centrum Wealth

• Certificati e Derivati

• Charles Schwab Investment Advisory Inc.

• CIBC WG

• Citigroup

• Citizens Securities

• Clarivor

• CNP Assurances

• CPG (Collaborative Planning Group)

• Credicorp Capital

• Credit Agricole CIB

• Credit Suisse

• Davis Polk & Wardwell

• Desjardins Bank

• Dialogue

• Disent

• DPW

• Echelon Wealth Partners

• Ekspono

• Equitable

• EquiTrust Life Insurance Company

• Essec

• Euronext

• Fairmat

• Falcom am

• FBN

• Fidelity Investments

• FinaMaze

• Financière Banque Nationale

• Fineco

• FinIQ

• FINRA

• First Trust Portfolios

• Forte Securities

• FSA Advisors

• Future Value Consultants

• GF Securities (Canada)

• Goldman Sachs

• GraniteShares

• Halo Investing

• Hilltop Securities

• HSBC

• Hudson Park Advisors

• Humanscale

• ICBC

• IDAD Ltd

• IDG

• IHS Markit

• Incapital

• IndexVestLAB

• InHedge

• InnovatorETFs

• Intesa Sanpaolo

• Invesco

• Investec

• Ironwood Wealth Management Group

• J.P. Morgan

• Janney Montgomery Scott

• JSE Limited

• KTH

• Leelyn Smith

• Leutner Wealth - RBC

• LinkedTrade Technologies

• Linq

• LLOYDS BANK

• LPA

• LPL Financial

• Luma Financial Technologies

• m+ funds

• Makor

• Manulife Securities Inc

• Marex Spection

• Mayer Brown

• McMaster

• Mercantil Services

• MerQube

• MGDconsultingservices

• MIAX Exchange Group

• MIBANCO

• Millenniumbcp

• Milliman

• Modelity

• Morgan Stanley

• MSCI

• Munich Re

• National Bank of Canada

• National Bank Private Banking 1859

• National Life Group

• Newroad Global Investing

• Numerix

• Ossiam

• OTCX Trading

• Pei Asset Management

• Power-On Investment Holdings

• President Securities Corporation

• Privatam

• Procter and Gamble

• Prudential

• Qontigo (formerly STOXX)

• Quantessence

• Quantorca

• Queensbury Securities

• QUODD Financial

• Raymond James Financial

• RBC DS

• RBC Wealth Management

• Renaissance Capital

• Richardson GMP

• RMB

• S&P Dow Jones Indices

• Sanlam Investments

• Scotia Wealth Management

• Scotiabank

• Seaspray

• SIMON Markets

• Societe Generale

• Solactive

• Soltis Investment Advisors

• Standard Bank

• Stifel Financial

• StoneShot

• STOXX

• TD Securities

• The Inlandsis Fund

• Tierra de Ideas

• Trottier Foundation

• UBS

• Vienna Stock Exchange

• Wellington Altus Private Wealth

• World Bank

• Worldsource

• Yuanta

• Zest Capital

Structured products sold in Canada between 2015 and 2019 averaged a nearly five percent annualised return with only one percent scoring negatively, according to SRP research covering the last five years.

READ MORE

Mexican financial group Monex took home six awards during SRP’s virtual Americas conference 2020 including Best Distributor, Mexico and the Americas, Best Capital-Protected Distributor, and Best House, Foreign Exchange.

READ MORE

SRP Canada Performance Report 2020

This is the first performance report that SRP releases for the Canadian market, and it comes at an interesting time for the structured product market. The period covered by the report, from 2015 to July of this year (2020), has been eventful, including several regional crises, uncertain commodity prices, economic and political tensions, and, more recently, a global pandemic.

According to this report, historical data shows that structured products in Canada have been on an upward trajectory performance-wise from 2017 onwards.

JP Morgan has received several SRP accolades in this year’s SRP Americas Awards including Best House, Best Hedge Provider, Best House - Commodities, Proprietary Index of the Year, and Deal of the Year.

READ MORE

Brazil’s Banco Itaú Unibanco won SRP’s Best House, Brazil at this year’s SRP Americas Awards.

READ MORE

2020 SPONSORS & PARTNERS

SPONSOR THE SRP AMERICAS 2021 CONFERENCE

With the most senior names in the industry in attendance, sponsor the event to get noticed by the key players and decision-makers

Get real business leads, raise awareness and solidify existing relationships at the Americas’ largest conference dedicated to the growth of the structured products industry. Sponsoring or exhibiting at SRP Americas is the ideal way to cement relationships with representatives from the Americas and international alternative investments space.

INCREASE BRAND VISIBILITY get noticed by the industry’s heavyweights throughout the event

SHOWCASE YOUR EXPERTISE and position yourself as a leader in the industry by sharing your experience and capabilities with an audience of high-level professionals

Bespoke sponsorship opportunities.

SAVE HOURS OF WORK and carry out express business development, meeting the right people at the right level and generating new leads.

We offer tailor-made packages to ensure you meet your specific objectives. To find out more about our sponsorship and exhibition options, contact:

Reihaneh Fakhari | Commercial Director

t: +44 (0)20 7779 8220 | m: +44 (0)79 8075 6761 | e: reihaneh@structuredretailproducts.com

This year’s event was difficult to make due to the adverse conditions, but I can say this conference event was especially good, so rich, so complete, a must for the industry without a doubt. Congratulations SRP and thank you very much

RICARDO GUIDO, MONEX GRUPO FINANCIERO, MÉXICO

#SRPAmericas

TBC

EVENTS CALENDAR 2021

SRP Europe Conference 2021

2-6 March 2021

TBC

SRP China Conference 2021 TBC

SRP Asia Pacific Conference 2021 20-21 April 2021

SRP France Conference 2021

8-9 June 2021

SRP Americas Indexed Insurance Forum 2021

TBC

SRP Italy Conference 2021

TBC

CONTACT US AND FIND OUT HOW YOU CAN GET INVOLVED

MEDIA PARTNERSHIPS & MARKETING

Monique Bonnick

Marketing Manager

+44 (0)20 7779 8529

monique@structuredretailproducts.com

SPEAKING OPPORTUNITIES

Ana Salom-Boira

Conference Producer

+44 (0)20 7779 8789

ana.salom@structuredretailproducts.com

SPONSORSHIP & SALES

Reihaneh Fakhari

Commercial Director

+44 (0)20 7779 8220

reihaneh@structuredretailproducts.com

SRP Americas Conference 2021

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