SRP Italy 2020 Post-Event Report

SRP Italy 2020 Virtual Conference

29-30 September

THANK YOU

We launched our first virtual Italy conference this September!

This year, we hosted our first event for the industry to discuss growth of the Italian structured products market. Launching a conference during the pandemic, we were unsure of what the final event would look like.

For me, having met only a handful of contacts in the market beforehand, it was a pleasure working with and getting to know more of our Italian network. I believe conferences work best when speakers share their ideas openly and offer concrete strategies to help drive industry growth – this was undoubtedly the way this event came to life. I am grateful to all the speakers for their openness, optimism and flexibility during this time.

On behalf of all our team, thank you for making the launch of SRP Italy such a success. 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 Italy 2020 Virtual Conference.

Thank you to all the sponsors for supporting the SRP Italy 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 Italy 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

190+ senior decision-makers from across the global structured products market

DELEGATES BY SENIORITY

33%

Founder/Executive Director/C-Level: 14%

Vice President: 5%

24%

43%

DELEGATES BY GEOGRAPHY

DELEGATES BY SECTOR

DISCUSSION TOPICS

SRP PRESENTS: ITALIAN MARKET REPORT

An evaluation of the progress of the Italian market in 2020 – what product structures worked, and what didn’t? Are structured products worth the investment? How has the global Covid pandemic affected the structured products market in Italy?

SPEAKERS

Gabriela Petrova, Team leader - Europe, SRP

MARKET LEADERS DISCUSS THEIR EXPERIENCES OF THE COVID-19 PANDEMIC

How has business evolved for investment banks during the crisis? Have Italian banks adapted their offer in response to changes in investment behaviours? What strategies did they use during the crash to maintain a high level of communication with clients? Were banks better prepared for the crash than they were in 2008?

SPEAKERS

Melania D’Angelo, Head of BG certificate HUB, Banca Generali Patrick Busi, Head of product structuring and investment solutions, Chebanca!

Paolo Finardi, Co-head of Solution and retail distribution for Europe, J.P. Morgan

Pablo Conde, Managing editor, SRP

Heiko Geiger, Head of flow products distribution, Vontobel

DISCUSSION TOPICS

WHAT DO ITALIAN INVESTORS WANT?

How have investors’ demands changed during 2020? What are the main investment trends in Italy, and what kinds of investment products have been most favoured by investors this year? How has demand for digital investing impacted distribution and sales of structured products in Italy?

SPEAKERS

Antonio de Negri, CEO, Cirdan Capital Management

Marco Occhetti, Managing director, Leonteq Securities AG

Roberto Albano, CIB - Head of wealth management sales (Italy, Germany, Austria), Unicredit

Christophe Grosset, Sales executive, Spectrum

DIGITAL TRANSFORMATION: STRUCTURED PRODUCTS IN THE AGE OF AUTOMATION

How is regulation impacting technological innovation in the Italian market? How can innovations in data and analytics be monetised by the industry to drive innovation and provide ‘next-level’ content for clients and facilitate access to investment products? What does client interaction look like for distribution in a digitalised world?

SPEAKERS

Karim Faraj, global head of front office derivatives, Bloomberg

Daniel Hernández, head of e-connectivity sales, BBVA

Peter de Clercq, CEO, Euroclear Quantessence

Matteo Tesser, CEO and co-founder, Fairmat

DISCUSSION TOPICS

TRAINING WORKSHOP: INCORPORATE STRUCTURED PRODUCTS INTO YOUR INVESTMENT PORTFOLIO

What are the best strategies for incorporating structured products into an investment portfolio? What is the best allocation of structured products versus other assets in an investment portfolio? How can the incorporation of structured products help banks cater to diverse risk/return profiles?

SPEAKERS

Pierpaolo Scandurra, Managing director, Certificati e Derivati

COMPANIES IN ATTENDANCE

• ABANCA

• ABC

• ACEPI

• Aletti bank

• Allianzbank

• Alternative Alpha

• Alto Adige banca

• Alventus

• Arch Ventures

• Assicurazioni Generali

• B. Fideura.

• B3

• Banca Euromobiliare

• Banca Generali

• Banca Mediolanum

• Banca Patrimoni

• Banca Widiba

• Banco Bilbao Vizcaya Argentaria

• BancoBpm

• BANKIA

• BBVA

• BCS Global Markets

• Benial Consultancy DWC

• Bloomberg

• BMO

• Borsa Italiana

• Bper Banca

• BrokerCreditService

• CACIB

• Certificati e Derivati

• CheBanca

• Cirdan Capital Management

• Citi

• CNP Assurances

• Credem

• Credit Suisse

• Deutsche Bank

• Etna research

• Euroclear Quantessence

• Euronext

• Fairmat

• Fideuram

• Fineco Bank

• FinIQ Consulting

• Framont & Partners

• FS First Solutions

• FTSE Russell

• Gibraltar Stock Exchange

• Giotto Cellino Si

• Goldman Sachs

• Halo Investing

• HSBC

• ILSC

• Infocam

• Intermonte

• Intesa Sanpaolo

• Ishka

• J.P. Morgan

• KRL

• LinkedTrade Technologies

• LPA/Modelity

• LS Advisors

• Luxe Capital Financial Services

• Marex

• Mattioli Woods

• Mediobanca

• Morgan Stanley

• MPS Capital Services

• MSCI

• Munich Re

• Nasdaq

• Natixis

• Optiver

• Privatam

• Quantessence

• Renaissance Capital

• RMB

• S&P Dow Jones Indices

• Sanpaolo Invest

• Seaspray Financial Services

• Société Générale

• Spectrum Markets

• Studio Ceccarelli

• Syrio

• UBI Banca

• Unicasim

• UniCredit

• Van Lanschot Kempen Wealth Management

• Vienna Stock Exchange

• Vontobel

• Warsaw Stock Exchange

Historical data comprising the last five years shows that structured products maturing in Italy averaged above four percent annualised return with just 13% of products delivering a negative performance.

READ THE FULL ARTICLE HERE

SRP Italy Performance Report 2020

This is the first performance report that SRP releases for the Italian market, and it comes at a truly testing time for the structured product market.

The period covered by the report, from 2014 to June of this year (2020), has been eventful, and included several regional crises, troubled markets, economic and political tensions, and, more recently, a global pandemic. However, in spite of this uncertainty, as the study shows, structured products have proven their worth - they deserve to be an integral part of Italian retail investor portfolios, allowing access to tailored investment strategies while diversifying risk exposure.

Italy Structured Products Market Performance Analysis

SPONSOR THE SRP ITALY 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 Italys’ largest conference dedicated to the growth of the structured products industry. Sponsoring or exhibiting at SRP Italy is the ideal way to cement relationships with representatives from Europe 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

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

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

Raúl Enciso-Pórtoles | Sales Manager

t: +44 (0)20 7779 8222 | m: +44 (0)7971 464509 | e: Raul@structuredretailproducts.com

SRP Americas Conference 2021

TBC

EVENTS CALENDAR 2021

SRP Europe Conference 2021

1-4 March 2021

SRP Nordic Nordics Conference 2021

TBC

SRP China Conference 2020

1-2 December, 2020

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

Raúl Enciso-Pórtoles Sales Manager +44 (0)20 7779 8222

raul@structuredretailproducts.com