Day 1 - Wednesday, January 29, 2020

8:00

Registration and networking breakfast

8:55

Welcome note

9:00

Keynote address

9:20

The bottom line – investors evaluate the alternative investments market

Get exclusive insight into the development and progress of structured products directly from the European buy side’s most influential decision makers.

Join this session to discover:

  • How the buy-side perceives the development of the structured products market;
  • Major industry trends and their impact on investors’ approach to alternative investments; and
  • The challenges involved in investing in structured products.

Speaker

Melania D'angelo, head of BG Certificate HUB, Banca Generali

Oumar Diawara, head of investment solutions and services - NIM solutions, Natixis Investment Managers - Solutions

Jeroen Schokkaert, product development manager, KBC Asset Management NV

10:00

Risk management in the face of volatility

With issuance of non-capital guaranteed products on the rise globally comes an increased need for risk-management in the alternative investments space.

Topics for discussion include:

  • How are new underlyings being used to hedge the risk arising from China's growing issuance of non-capital guaranteed structures?
  • Has issuance of non-capital guaranteed products become too big in the context of global liquidity? Can the derivatives market absorb the risk arising from structured products?; and
  • Risk recycling; the portfolio manager's approach to risk management.

Speaker

Tom Karlsson, options sales trader, Susquehanna Financial Group

Antoine Porcheret, director of equity trading strategy, Citi

10:40

Networking coffee break

11:00

Beyond push/pull distribution

In this session, a range of distributors explores why change is necessary in distribution and the main challenges they face in this regard.

Join the discussion to:

  • Understand why push/pull is no longer a sustainable format for distribution; and
  • Discover hybrid distribution models that give end clients more control over their investments.

Speaker

Mikael Axelsson, CEO, Garantum Fondkommission

Patrick Busi, head of product structuring, CheBanca!

Danila Panin, director - head of structured products, Alfa Capital

11:40

Distribution strategies for the digital age

In response to the distributors, leading technology and platform providers explore the latest solutions that go beyond the push/pull view of distribution, offering investors flexibility, autonomy and choice.

Join this session to explore:

  • How can platforms, distributor-ledger technology and even blockchain improve the delivery of structured products?; and  
  • How can we drive awareness of structured products and other alternative investments through platform technology?

Speaker

Rupertus Rothenhaeuser, head of sales, SIX Digital Exchange SDX

12:20

SRP Fresh Ideas: German Insurance Products

In this new session style, we interview an expert from an industry outside of alternative investments to explore how derivative solutions are used to overcome different challenges. This year, hear about how the German insurance industry has applied structured products theories in the construction of its long-term life insurance models with dynamic hybrid model and explore how these products are sold to retail consumers.

Speaker

Tiago Fernandes, managing director, SRP

Christian Probst, European head of product structuring, Munich Re

12:40

Networking lunch break

14:00

SRP global market presentation

14:20

Harmony or havoc: How has the buy-side adapted to Mifid II?

In the dawn of the post-Mifid period, hear from distributors about how they have applied the latest regulations, the feedback they are getting/have received from clients, and the impact this is having on their investment decisions.

Speaker

Harmut Gau, head of structured products, DZ BANK AG

15:00

Networking coffee break

15:30

What is the real impact of ESG?

For years now, ESG has been the 'hot-topic' within the investment world. In this session, we ask the speakers to evaluate the long-term impacts of ESG.

Questions for discussion during this session include:

  • How can we ensure investors' good will in investing in ESG is materialised and continued once the structured product has called?
  • What are ‘green bonds’ and what is the value in investing in them?; and
  • What can be done to harmonise ESG regulation?

Speaker

Simon Howard, chief executive, UKSIF

Andrea Weber, sustainable investment analyst - vice president, J Safra Sarasin

16:10

Index innovation: Make your case

Using a scenario received in advance, index providers and QIS teams have 10 minutes to present their investment proposals and explain why their chosen form of index best serves the client.

17:00

Closing remarks

17:05

Networking drinks reception

18:30

SRP Awards Dinner

Day 2 - Thursday, January 30, 2020

9:00

Alternative investments: a global perspective

During this session, we invite experts from across the globe, from Russia to Mexico and China, to share how structured products and alternative investments are traded in their local markets.

Presentations in this session include:

  • Russia: how falling interest rates and stagnant local equity markets drove the shift into structured products, and demand for local credit risk enhancement embedded in equity products as a key driver of product innovation
  • The ASEAN market: Delivering value using client-centricity and dynamic product structures to a diverse client base

Speaker

John Lau, head of treasury products & specialists - wealth management, United Overseas Bank (UOB)

Manuel Meza Piza, head of global markets - Mexico, BBVA Bancomer

Taras Semik, MD - head of derivatives, BCS Global Markets

9:45

Strategies for diversification: beyond auto-call concentration

As the negative interest rate environment puts a strain on auto-calls, diversification has never been more important.

Speakers in this session present case studies to explore:

  • Product innovation and how this can drive the uptake for structured products;
  • Examples of new products, payoffs, indices etc. to drive structured product adoption; and
  • Tried-and-tested strategies product diversification.

Speaker

Peter De Clercq, CEO, Quantessence

10:30

Automation & regtech: the key to market growth?

With regulatory responsibilities, becoming increasingly burdensome, automation software and AI can ensure compliance, drive efficiency, and ultimately, help with market growth.

Join this session to explore:

  • The power of technology to improve your internal systems and drive more efficient ways of working; and
  • Innovations in regtech and how AI is being used to help companies quickly comply with the latest regulatory updates.

Speaker

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

11:10

Networking coffee break

11:40

SRP Talks: new product development

12:20

Ask the regulators

What does the future hold for UK and EU structured product regulations? Will Brexit affect the regulatory context of UK structured products and how can we prepare for upcoming changes to regulation?

Speaker

Veerle De Schryver, director - transversal supervision on financial products, FSMA (Belgium)

Emmanuel Doumas, senior policy officer - investment management, European Securities and Markets Authority

Frédéric Pelèse, deputy executive director of the regulatory policy and international affairs directorate, AMF

12:50

Closing keynote | Fintech and its impact on the structured products industry

Speaker

Susanne Chishti, CEO, FINTECH Circle

13:10

Closing remarks

13:20

Networking lunch

End of conference.