Conference - Thursday, September 26, 2019

8:35

Registration & Women in Alternative Investments

Speaker

Charlotte Bergwall Nilsson, chief executive officer, Nord Fondkommission

9:10

Welcome address

Speaker

Amélie Labbé Thompson, global head of content, SRP

9:20

Performance report: are structured products worth the investment?

Speaker

Tiago Fernandes, managing director, SRP

9:50

The view from the top – in conversation with market leaders

  • Explore the effect of recent regulation on the region's structured product market
  • Drive loyalty with best practices designed to help avoid mis-selling products
  • Amplify innovation to drive growth and strengthen across the industry

Speaker

Mikael Axelsson, chief executive officer, Garantum Fondkommission

Mats Halvorsen, chief executive officer, SIP Nordic Fondkommission AB

Hannu Kananen, chairman of the board, Front Capital Ltd

Charlotte Bergwall Nilsson, chief executive officer, Nord Fondkommission

10:30

The future of exchange traded products

  • Explore how new practices used by providers, like listing products directly on exchanges, will impact the liquidity and sales volumes of structured products
  • Are primary sales volumes moving onto the exchange? Get to grips with the past, present and future of ETPs

Speaker

Stefan Armbruster, co-head of retail structured products for global markets, Bank Vontobel Europe AG

Roni Gani, lead account manager, Nordic Fixed Income, Nasdaq

11:05

Networking Coffee Break

11:30

Drive sustainability and grow profits by diversifying and investing in ESG

  • Unleash the power of structured products to produce doubly-sustainable investments by combining ESG derivatives with green and blue bonds
  • Discover how multi-factor investing can improve portfolio management and drive greater returns
  • Diversify your product portfolio and offer investors more options by tailoring your structured products to different scenarios

12:10

Enhance compliance and improve your performance with regtech

  • Discover how market practice is affected by the latest market regulations, like Mifid II and Priips, and hear from industry leaders about how to ensure compliance
  • Drive efficiency and improve transparency by investing in the latest Regtech products that use Artificial Intelligence and data analytics to ensure compliance, and convert regulation into an engagement tool

Speaker

Mathias Strasser, founder and chief executive officer, Wallstreetdocs

Moderator

Anders Malm, partner, Harvest Advokatbyra AB

12:40

Networking Lunch

13:50

Global Market Overview

  • Hear from SRP's research analysts about the state of the global structured product market, how industry leaders are expanding the sector and the challenges which lie ahead
  • Discover the nuances of the Nordic market and explore how it compares to its European, American and Asian counterparts

Speaker

Charlotte Fyle, research associate, SRP

Teresia Harri, research associate, SRP

14:10

The Missing Puzzle Piece: How to Fit Structured Products into a Portfolio

  • Get to grips with structured products and discover how to develop a stronger investment portfolio with the introduction of structured products
  • Understand how clients view structured products, what percentage of a portfolio should be in structured products, and determine new ways of executing lifecycle management to ensure purchasers get optimal liquidity
  • Discover how UK market leaders are by constructing new products that protect buyers from the effects of Brexit

Speaker

Mark Insley, founder and managing director, Ascot Wealth Management

14:35

SRPitch It 2019 – Contest for Best IFA, Nordics

This is where we put the experts from Independent Financial Advisers to the test. We give them five different scenarios involving different clients seeking to invest for varying reasons. How will they approach the situations and ensure they provide customers with the best product suited to their individual needs? Each contestant will present their approach to an individual scenario. The winner will receive the coveted SRP Award for Best IFA, Nordics and a year's subscription to SRP.

15:10

Networking Coffee Break

15:35

Technological innovations: drive revenue with automation

  • Discover how leading innovators are using automation to produce more diverse structured products to buyers
  • Explore how technologies like Artificial Intelligence are driving the fintech industry and discover solutions that leverage efficiency and boost profitability

Moderator

Peter De Clercq, chief executive officer, Quantessence

16:15

International market leaders construct lucrative structured products

  • Discover tried-and-tested techniques to boost liquidity and drive sales volumes from leading global players
  • Learn about new distribution models and the latest innovations in payoffs, indices and wrappers and explore how they can be translated to the Nordic context

Speaker

Lars Brandau, managing director, Deutscher Derivate Verband

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

Tom Karlsson, options sales trader, Susquehanna Financial Group

16:55

Media v Industry: The Big Debate

Industry experts and media experts take to the stage to answer the eternal question: are structured products really worth the investment?

Speaker

Joakim Bornold, saving economist, Söderberg & Partners

Stefan Sonnerstedt, investor, Innovestor

17:40

Closing Remarks

Speaker

Amélie Labbé Thompson, global head of content, SRP

17:50

Drinks Reception & SRP Awards Ceremony