Welcome to the SRP China Awards 2021, on behalf of the SRP team! Thank you to everyone who submitted to the awards tonight, and well done to the ones who have won this year.
We have four categories to go through tonight: distributors, manufacturer, service providers, innovation and finally education awards. We are delighted to have some of you accept the awards live!
Moderator: Patrick Wood, CEO & President, DelphX
Panellists: Brady Beals, Director, Sales & Product Development, Luma Financial Technologies,
Joanna Kanakis, Head of Enterprise Sales, Halo Investing LLC, John Ramirez, Director, Raymond James & Henry Schwartz, Head of Product Intelligence, Data & Access Solutions, Cboe Global Markets,
Moderator: Tamiko Toland, Head of Research, Cannex
Panellists: Joe Powell, President, Barnabas Capital, Adam Politzer, SVP Product Actuary, Athene Holdings & Igor Zamkovsky, Retirement Insurance, Blackrock
Moderator: Tim Mortimer, Managing Director, Future Value Consultants (FVC)
Panellists: Thomas N. Biddison III, Principal, Cornerstone Advisory, Ed Condon, Senior Quantitative Strategist, Bluestone Capital Management, Ken Kwalik, Managing Partner, Carrick Lane & Yan Zhang, Partner, Davis Polk
Moderator: Pablo Conde, Managing Editor, SRP
Panellists: Rupertus Rothenhaeuser, CEO, Crypto Broker AG, Christopher S. Schell, Partner, Davis Polk,
Karan Sood, CEO & Managing Director, Head of Product Development, Cboe Vest & Dave Weisberger, Co-Founder / CEO, CoinRoutes
Speakers: Anna Pinedo, Partner, Mayer Brown, A. Brad Busscher, Chief Administrative Officer & General Counsel, InspereX Holdings LLC, Bradley Berman, Counsel, Mayer Brown & Remmelt Reigersman, Partner, Mayer Brown
Moderator: Liliana Figueroa Quiroz, Executive Director in Structuring, BBVA Mexico
Panellists: Luciano Diaféria Angelo, CFA, Head of Treasury Products, Banco Itaú Unibanco S/A,
Steve Ocampo, Chief Investment Officer and Executive Partner, Zest Capital, Roberto Rosas, Vice President, Equity Derivatives & Investor Product Sales, Credit Suisse & Damián Vera, Head Structuring, Monex
Moderator: Nicholas Parcharidis, Partner, Axio, m+ funds
Panellists: Nitin Ananda, Global Product Manager - Structured product valuation & risk, Bloomberg L.P,
Michael D'Auria, Executive Director, JP Morgan, Nataliya Popel, Head of Structured Investments, Stifel,
Roberto Vila, Global Head of Equities, BBVA & Dave Walsh, Executive Director, Morgan Stanley
Moderator: Lavanya Nair, Americas Correspondent, SRP
Panellists: Tom Balcom, Founder, 1650 Wealth Management, Steve Czick, Head of Product Strategy & Issuer Relations, Axio & An-Lap Vo-Dignard, Senior vice president - portfolio manager and investment advisor, The Vo-Dignard Provost Group - National Bank Financial
Moderator: Michael Nelskyla, CEO, Save
Panellists: Phillip Brzenk, Head of Multi-Asset Indices, S&P Dow Jones Indices (S&P DJI), Julien Chuard, Senior Vice President at MerQube as Head of Products, MerQube, Bo Chung, Global Head of Sales and Index Licensing, Data & Access Solutions, Cboe Global Markets & Tom Haines, CIO and Head of Index Solutions Annexus Retirement Solutions, Annexus
Moderator: Michaël Léouzon, Head of Development, Hiram Finance
Speakers: Bertrand Alfandari, Head of Development ETFs & Index funds, BNP Paribas Asset Management / Sidney Benlolo, Head of Equity Derivatives Sales France Belgium Luxembourg, BBVA / Olivier Malteste, Director - Senior Fund Manager, Multi-Asset Investments, Lyxor Asset Management
Moderator: Walter Cegarra, FNZ Q-Hub
Panellists: Emmanuel de La Jonquière, AXA France / Oumar Diawara, Natixis Investment Managers / Olivier Gudefin, Aviva Investors France / Marion Olives, BNP Paribas / Julien Vautel, Hedios
(Please note this panel is in French)
Moderator: Peter De Clercq, Quantessence
Panellists: Fabrice Cohen, Generali Wealth Solutions / Victor Toulouse, AXA Investment Managers / Stéphane Vanadia, Munich Re / Cyril Vergneau, Amundi
(Please note this panel is in French.)
Moderator: Eric Neo Say Wei, Co-Founder & Group Director, RF International Holdings
Speakers: Eva Law, Founder and Chairman, Association of Family Offices in Asia and Association of
Private Bankers in Greater China Region / Olivier Pierlot, Executive Director, Structured Products - Business Development, Standard Chartered / Steve Knabl, COO & Managing Partner, Swiss-Asia Financial Services
Moderator: Diana van Maasdijk, Co-Founder and Executive Director, Equileap
Speakers: Tianyin Cheng, Senior Director, Strategy Indices, S&P Dow Jones Indices / John Lau, Head of Treasury Products & Specialists, Personal Financial Services, UOB / Paul Milon, Head of Stewardship, Asia Pacific, BNP Paribas Asset Management / Bruno Neukirch, Head of Fund and ESG Solutions, Asia Pacific, Societe Generale
Thank you to Walter Ceggara, CEO of FNZ Q-Hub for moderating this final panel. His speakers were:
Thank you to Paul Stanfield, CEO, Federation of European Independent Financial Advisors (FEIFA), for moderating this final panel. His speakers were:
With thanks to Victor van Hooorn, Executive Director, EUROSIF, for moderating the session. Speakers on the ESG panel are:
With thanks to Peter de Clercq, CEO of Quantessence, for moderating this first session of day 3. His panellists were:
With thanks to SRP managing editor, Pablo Conde, for moderating the session. Speakers on the Leaders' panel are:
With thanks to Fabien Labouret, ex-Barclays, for moderating the session, and his speakers:
With thanks to Fredrik Bonthron, from the Swedish structured product association (SPIS), for moderating this first session. Speakers are:
We are grateful to Björn Johansson (Strukturinvest), Ilkka Väkeväinen (Taaleri Group), Mats Eriksson (Garantum), Camilla Zimmer (BBVA) and Fredrik Bonthron (SPIS) for being such great panellists, and for the insight they gave us into the state of the Nordic structured products markets.
(Please note this session is in English.)
ESG has been at the forefront of investor discussions in Europe and the US for many years now, but investment houses in China are warming to the strategy. Questions addressed during this panel include:
· How would a Chinese version of ESG look?
· What are the drivers and stumbling blocks to integration?
· What are “green bonds” and what’s the value in investing in them?
· Are ratings agencies well equipped to measure ESG performance in China?
Follow-up webinar from the training modules released in September 2020 (available here and here) as part of SRP's series of Americas, France and Italy conferences. Many thanks to Tim Mortimer, managing director of Future Value Consultants, for providing the training content and modules.
Market experts suggest the next financial year will see continued low interest rates and more market volatility. Structuring teams will have their work cut out for them, as demand for yield and capital protection remain top of the agenda.
(Please note this panel is in Italian.)
Some of the main banks servicing the Italian market share their views on how the industry has fared so far, and what the future might look like.
Topics for discussion include:
(Please note this panel is in French.)
Fonds euros have seen decreasing returns because of lower interest rates, making structured products seem like an increasingly attractive investment opportunity. This begs the question: What place do structured products have in an investment portfolio, and what can structured product providers learn from insurance companies and vice versa?
(Please note this panel is in French)
Anecdotal evidence suggests that IFAs are demanding more bespoke structured products for their clients in a bid to tailor performance and payoffs better to investment profiles. In this session, French distributors explore this and discuss: ongoing low interest rates and a democratisation of investment solutions; how product manufacturers are reacting to market changes, and; can innovation stimulate the creation of a new product to outperform autocallables.
A relative newcomer to the local market, the decrement synthetic dividend index has the potential to revolutionise the sale of structured products in Canada.
Join this session to hear from market experts as they explain if these products are worth deploying as part of your investment portfolio and share their strategies for implementing them. Explore the potential impact this new underlying could have on the Canadian alternative investment market.
Speakers discussed the current market environment and how this is affecting activity in the structured product space. They also focused on the various options used to manage structured products in investor portfolios, how the buy- and sell-sides can maintain business as usual, and how to create new products to capitalise on shifting market conditions.
• How can financial service providers best support the growth of sustainable investing? What is the goal of investors who are involved in sustainable investing?
• How can we make ESG products more efficient? What are the best structures and payoffs for issuers, distributors and investors?
• How can we ensure investors’ good will is fulfilled when investing in ESG projects? What needs to be done to increase awareness of ESG investment options?
Investing in FIAs allows investors to capitalise on rising interest rates and to secure principal protection in the face of continued market volatility. Our panellists, spanning the entire product lifecycle, delved into the following issues:
- multi-asset class strategies that include a range of investment instruments to safeguard investors’ capital from the low interest rate environment and offer fixed gains;
- best practices to ensure clients understand the diversity of products available and the costs and risks involved with each; and
- how platform providers are gearing up to target the FIA space by bridging the gap between product manufacturers and distributors.
Key topics discussed included: