Day 1 - The Canadian Market - Monday, September 14, 2020


SRP Presents: Canadian Market Performance Report

SRP presents its first performance report on the Canadian market. Join this session to understand the latest trends and challenges facing the local alternative investments market. 


Amélie Labbé Thompson, Director of Product and Content, SRP


Canadian structured products: state of play

As with most structured product markets today, Canada has been greatly impacted by recent global events. In this session, speakers from across the market discuss the latest updates.

Join this session to explore:

  • How is the Canadian market performing?
  • Which types of products have performed, and which have not as well, and which ones are popular with investors?
  • How has the Covid-19 pandemic affected this key Americas market?


Chris Cafley, Senior Vice President, Head of Investment Products and Trading, Raymond James

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

Vincent Marquis, Managing Director, National Bank of Canada


Amélie Labbé Thompson, Director of Product and Content, SRP


Spotlight on decrement indices

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 participants 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 product could have on the Canadian alternative investment market.


Laurence Black, Founder, The Index Standard

Tim Mortimer, Managing Director, Future Value Consultants

Rob Turnbull, Managing Director, BMO


Pablo Conde, Managing Editor, Structured Retail Products

Day 2 – The LATAM Markets - Tuesday, September 15, 2020


LATAM leaders’ roundtable

Representatives from Brazil, Mexico and Peru offer an exclusive insight into the current situation in their local markets.

Join this session to learn about:

  • The effect of the coronavirus on traditional portfolios and the need for international investment as a stimulator of local markets. Has portfolio allocation changed?
  • The best-performing products in LATAM markets and how they reflect what local investors are looking for;
  • Strategies to create sustainable and interesting structures in the face of lowering local interest rates; and
  • The impact of local political uncertainty and the global pandemic on the sale of investment structures, and the strategies to combat these hurdles.


Javier Alvardo Chapa, CEO and Head of treasury and markets, Monex Casa de Bolsa & Monex Financial Group

Luciano Diaferia Angelo, Head of treasury products, Banco Itaú Unibanco S/A

Marco Merino, Executive Director, Head of Structuring, BBVA Peru


Strategies for developing a secondary LATAM structured products market

Local distributors share their experiences with structured notes in their local markets and explore the factors hindering the development of a local structured products market.

Panellists will discuss:

  • What structured notes markets in LATAM look like today and how they need to evolve in order to become more competitive;
  • The obstacles currently preventing the creation of a sustainable secondary market for structured products in the Latin American markets; and
  • Strategies being developed to encourage the construction of an alternative investment market, both in a local and cross-border context.


Fernando Concha, Key Account Manager for Latin America, Luma

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

Steve Ocampo, Chief Investment Officer, Zest Capital


Pablo Conde, Managing Editor, Structured Retail Products

Day 3 – The US Market - Wednesday, September 16, 2020


Global Market Review

In this session, we share findings from our Global Market Report and explore how the international structured products market has been transforming in recent months and years.


Reihaneh Fakhari, Commercial Director, Structured Retail Products


Platforms, distribution and the future of US structured products

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

Join this session to understand:

  • How the US market has been performing in recent years;
  • Changing investor preferences and how behavioural trends are reflected in the popularity of different structured products; and
  • The impact of Covid-19 on the US market and development strategies to help the industry move forward.


Nataliya Popel, Head of Structured Investments, Stifel

Deryk Rhodes, Managing Director, Incapital LLC

Rafael Salvatierra, Head of Product Structuring, Origination and UHNW Solutions, Bank of America/Merrill Lynch

Yinglu Zhang, Head of North America Sales, Structured Investments, Cross Asset Solutions, Citi


Michael D'Auria, Executive Director, JPMorgan


The new normal: technology, covid and structured products

There is not a single part of our lives which has not been impacted in one way or another by the coronavirus pandemic. Tech companies are working harder than ever to help us adapt to our new ways of working.

Join this session to hear from fintech companies about:

  • How technology is helping the structured market adapt to a more virtualised world;
  • Which areas of the product lifecycle have been the most impacted by the shift to digital product creation, issuance, marketing and sales/distribution; and
  • Other challenges that are being tackled by the industry’s most innovative tech providers.


Dale Burke, Product Manager, Numerix LLC

Karim Faraj, Global head of front office derivatives, Bloomberg

Ayal Leibowitz, chief innovation officer, Lucht Probst Associates (LPA)


Thomas Balcom, Founder, 1650 Wealth Management


ETFs and structured products: same payoff, new package

ETFs and UITs have evolved to include barriers and other forms of principal protection – they are essentially structured product payoffs but with a different wrapper. 

  • How do these structures work?
  • How do they compare with traditional offerings?
  • How have recent market movements/developments impacted ETF market share and performance?
  • What do these types of innovation mean for the market going forward?


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

Michael Nelskyla, Founder & CEO, Save

Karan Sood, CEO, Cboe Vest

Trevor Terrell, Head of sales, InnovatorETFs


Dave Walsh, Vice president, Morgan Stanley

Day 4 – The US Market - Thursday, September 17, 2020


Everything on Fixed Index Annuities

In this unique moment in history, the unprecedented uncertainty we are all facing could be eased somewhat by the guaranteed income that comes from index-linked annuities.

Join this session to discover:

  • What do these products look like? 
  • How are they designed? What new product features are being developed?
  • Best practices for integrating index-linked products into a wider investment portfolio
  • What has the impact of the coronavirus been on this market?


Tre DePietro, Director - Insurance Derivatives, Credit Suisse

Matthew Kaufman, Principal, Milliman Financial Risk Management

Adam Politzer, Senior Vice President, Product Actuary, Athene USA

Vinit Srivastava, Co-Founder and CEO, MerQube


Tamiko Toland, Head of Annuity Research, CANNEX Financial Exchanges


ESG: the why, what and how

ESG indices are reporting positive performances in all regions, and there is growing interest and demand for ESG themed investments. But while this thematic has taken off rapidly in the EU, things have been a bit slower to get in motion in the US market.

Join this panel to explore:

  • What factors are impacting the development of ESG indices in the US market?; and
  • What more can be done to facilitate the progress and sale of ESG themed investments to US investors?


Melissa Brown, Head of Applied Research, Qontigo

Margaret Dorn, Senior Director, ESG Product Strategy North America, S&P Dow Jones Indices US

Peter Horacek, EVP – head of distribution, Axio Financial LLC

Holly Robertson, VP Structured Products Sales, HSBC Bank USA

Shila Wattamwar, Executive director, client services (indexes & partnerships), Sustainalytics


An-Lap Vo-Dignard, Senior Vice President - Portfolio Manager and Investment Advisor, The Vo-Dignard Provost Group, National Bank Financial


Index case studies

An SRP favourite, in this session, we invite representatives from the market’s top index providers and investment banks to explain how they would solve a contemporary scenario. Each case study is different and aims to reflect the current market environment in some way – think investor preference, market fluctuation…you name it!


Nate Dorr, Quantitative Developer, Milliman, Inc

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


US Leaders’ Roundtable: Where now?

Join us for this final panel, where we invite decision-makers from the US’ top investment banks to offer their insight into the upcoming financial year.

Discussion topics include:

  • How investment banks have adapted to the challenges posed by Covid-19 and how these changes will affect other industry stakeholders;
  • Products and innovations developed as a response to the current crisis; and
  • Strategies investment banks are implementing to protect clients and teams in the next financial year.


Brandon Igyarto, Managing Director, J.P. Morgan

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

Larry Wilson, Managing Director, Morgan Stanley


Nicholas Parcharidis, partner and managing director, m+ funds