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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,  

All the winners and winning teams live!

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

Moderator: Amélie Labbé Thompson, Managing Director, News & Insight
Euromoney Derivatives

Speaker: Charles Provost, Associate Investment Advisor, The Vo-Dignard Provost Group
National Bank Financial

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

Speakers: Jacob Armstrong, SVP, Head of Insurance Strategic Distribution, Franklin Templeton & Andrew Line, PhD, Senior Structurer, Munich Re Markets 

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 

Speakers: Stephane Mattatia, Managing Director, Global Head of Derivatives Licensing and Thematic Indexes, MSCI & Mike Heraty, Head of Americas Institutional Solutions, Credit Suisse

Speaker: Rick Redding, CEO, Index Industry Association (IIA)

Moderator: Oliver Gentier, AFPDB 

Panellists: Jennifer D'Hoir, Gide / Oliver Sultan, Enigma Securities / Laurent Ksiss, 21Shares 

(Please note this panel is in French)

Speakers: Valérie Cluzel, Directeur Juridique, La Banque Postale Asset Management / Vincent Stefanović, Client Director Sales, LPA

Moderator: Jean-Philippe Cavrois, AFPDB

Speakers: Marianne Jarlaud, AMF / Pauline Laurent, AMAFI / Florent Vincent, SGCIB / Thomas Wulf, EUSIPA 

(Please note this panel is in French.)

Speakers: Pierre-Henri Denain, Managing Director - France, Belgium, Luxembourg, FNZ Group & Amélie Labbé Thompson, Managing Director, News & Insight, Euromoney Derivatives 

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)

Presenters: Stéphane Mattatia, MD, Global Head of Derivatives Licensing and Thematic Indexes, MSCI & Jean-Christophe Jouannais, Director - Structured Products Engineer, Societe Generale Private Banking 

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: Steve Lamarque, Hilbert Investment Solutions 

Speakers: Emmanuel Brandariz, SILEX / Anne-Emmanuelle Corteel, Generali / Alexandre Fortunade, i-Kapital / Arnaud Schmitz, Makor Securities 

(Please note this panel is in French.)

Introduction from Pierre Chabrol,  chef du bureau épargne et marché financier à la direction générale du Trésor (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: Pablo Conde, managing editor, SRP

Speakers: Christopher Clarke, CEO and Founder, Global Career Accelerators / Rupertus Rothenhaeuser, CEO, Crypto Broker AG

• Developing an investor-centric approach and offering discretionary products solutions -
• Educating investors to integrate structured products into the wider portfolio to achieve special aims

Speakers: Stefan Wagner, Head of Business Development, vestr & Juergen Schneider, Head of Structured Products Trading, Julius Baer Zurich

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 

This panel will explore key trends, payouts, underlyings and structures ahead, and ways to sustain investors’ propensity towards structured products, especially in the context of Covid-19.

Thank you to Walter Ceggara, CEO of FNZ Q-Hub for moderating this final panel. His speakers were:

• Christian Lemaire, Global Head of Retirement Solutions, Amundi
• Christian Probst, Head of Capital Market Solutions Structuring Europe & North America, Munich Re
• Abdess Khaled, Head of Structured Products, Bloomberg
• Victor Toulouse, Senior Portfolio Manager, Multi Asset, AXA Investment Managers

Thank you to Paul Stanfield, CEO, Federation of European Independent Financial Advisors (FEIFA), for moderating this final panel. His speakers were:

• Filippo Mattia Ginanni, Head of Structured Products & EMTNs, Agora
• Mark Aldous, CEO of Structured Products, Delta Capita
• Patrick Chotard, CEO, Lynceus Partners

With thanks to Victor van Hooorn, Executive Director, EUROSIF, for moderating the session. Speakers on the ESG panel are:

• Jean-Philippe Cavrois, President, AFPDB
• Johannes Ingerfurth, Equity Derivatives Structuring, J.P. Morgan
• Dr Bernd Spendig, Head of PIP & WM Structuring & Solutions, UniCredit

SRP's first virtual awards ceremony for its flagship Europe event saw Société Générale, UniCredit, Mediobanca and BNP Paribas receive multiple awards.

Watch the video with all our winners now!

With thanks to Peter de Clercq, CEO of Quantessence, for moderating this first session of day 3. His panellists were: 

• David Zajdman, Head of Sales & Institutional Solutions, HPC Investment Partners
• Clive Moore, Managing Director, IDAD
• Jean-Pierre Ané, Head of Financial Engineering, Kepler Cheuvreux
• Ferran Vila Llavina, Head of Structured Product Desk and Flow Desk, Morabanc

With thanks to SRP managing editor, Pablo Conde, for moderating the session. Speakers on the Leaders' panel are:

• Marcel Biere, Executive Director - Equity Solutions Sales, J.P. Morgan
• Oumar Diawara, Head of Investment Solutions, Structuring and Tech, Natixis Investment Managers
• Karim Faraj, Global Head of Front Office Derivatives - Enterprise Pricing and Risk Products, Bloomberg

With thanks to Fabien Labouret, ex-Barclays, for moderating the session, and his speakers:

• David Stuff, Managing Director, 1OAK Funds
•  Nicolas Rabener, Founder and CEO, FactorResearch
•  Ed Senior, CEO, Fortem Capital 

With thanks to Fredrik Bonthron, from the Swedish structured product association (SPIS), for moderating this first session. Speakers are:

• André Buck, Global Head Sales & Relationship Manager, Swiss Stock Exchange
• Mahesh Bulchandani, CEO and Director, FinIQ
• Chris Watling, CEO and Chief Market Strategist. Longview Economics
• David Wood, Managing Director, Luma Financial Technologies

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?

Can investors in the Greater Bay Area benefit from the Stock Connect programme? Tune in to find out. (Please note this panel is in Mandarin.)

What are the opportunities and risks facing the sector in China this year? (Please note this session is in Mandarin.)

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:

• Key trends in Italy’s alternative investment market today;
• What underlyings are performing best, and why?;
• Product structures and innovations arising as a response to the current crisis; and
• The future of Italian alternative investments: how can industry players prepare?

(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.

Speakers from HSBC, Axio Financial, Sustainalytics, Qontigo, S&P Dow Jones Indices and National Bank Financial delve into the uptake of ESG investments in the US market.

Representatives from leading US distribution platforms get to grips with the current state of the US structured products market.

Representatives of the largest LATAM markets – Mexico, Brazil and Peru: discuss product performances and volumes, what investors want, and how the current crisis has impacted the markets.

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.

A panel of expert speakers convened on Wednesday July 8 at 4.30pm HK/Singapore time | 9:30 am GMT to analyse the main drivers of ESG integration in the Asia Pacific region, and look at potential barriers to development.

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.

Topics include:

• 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.

Speakers discussed the merits of using DLT technology when it comes to launching structured products.

Key topics discussed included:

• Why is there growing interest in QIS? What do investors get out of QIS?
• Banks have traditionally being actively involved in QIS but other actors in the market are also getting into this space? Why is there a repositioning of actors in the QIS space, and what does the landscape look like?
• What kind of future can we expect for the QIS business? 
• What kind of innovation is coming out of QIS? Where is this coming from? What can the US and UK/EU markets teach us about this?