Conference - Wednesday, May 22, 2019


Empowering Women in Structured Products: Breakfast and Talks

  • What are some of the current challenges/obstacles women face working in the financial sector?
  • Tips and advice from female senior executives on issues including mentoring, career/professional development and overcoming workplace challenges. 


Barbara Mullaney, Managing Director, Citigroup Global Markets Inc

Nkonye Okoh Soetan, Executive Director, Head of Private Bank/Wirehouse Structured Product Distribution, JP Morgan Securities LLC




Keynote Address


Tom Ricketts, chairman, Incapital LLC USA


Global Market Overview & US Performance Report

  • What are some of the key current drivers of the structured products market?
  • Bouncing back from the autocallable saga of 2018
  • Which categories of products and types of payoff/index/underlying/level of capital protection etc. are popular now, and why?
  • Where is the growth coming from? Which markets are slowing down?


Joe Burris, Hd. of Americas, SRP

Tiago Fernandes, managing director, SRP


Market leaders in the spotlight: what’s next for structured products?

Five key industry figures in the structured products space will discuss feedback from the buy-side, collected during the SRP Americas 2019 survey, and deliver their viewpoint on how the industry should face its challenges/evolve/grow going forward.


Jerome Cloutier, Managing Director, Canadian Head of Sales, Global Structured Products, BMO Capital Markets

Liliana Figueroa, Executive Director, BBVA Bancomer

Brandon Igyarto, Managing Director, JPMorgan

Adam Siegler, Head of Private Investor Product Group, Goldman Sachs International

Adam Siegler, Head of Private Investor Product Group, Goldman Sachs International


Amélie Labbé Thompson, global head of content, SRP


Networking Break


Educating the market: the view from Europe

A discussion with a key European market player on:
• How they view their mission of educating the market about structured products;
• Fostering cooperation and communication between the market and regulators;
• Key educational initiatives in place in their jurisdiction and impact these have had/are expected to have.


Guillaume Chatain, Co-founder and CEO, ReasonanceX Ltd.

Tim Mortimer, Managing Director for FVC, SRP

David Tamir, Chief Investment Officer and Co-Founder, Oasis Investment Solutions AG


The rise of the platform in US distribution

A number of leading US platforms take a look at some of the key trends affecting the sector, and what ‘Platform 2.0’ could look like.

Topics to be discussed include:

-          distribution/cost efficiencies;

-          the role of technology in the sector’s development/ where the innovation is coming from;

-          comparative experiences from Europe & Asia.


Jason Barsema, Co-Founder and President, Halo Investing

Dale Burke, Senior Business Analyst, Numerix LLC

Todd Dilatush, director of sales, Luma Financial Technologies


Christopher Schell, Partner, Derivatives and Structured Products Group, Davis Polk & Wardwell


Lunch and Networking


Back to the future: where is the indexing market heading?

• Do quant models still have a role to play?
• Proprietary indices: private products in the public eye: what are the key challenges and issues?
• Transparency on methodology and risk analytics: how to address these two challenges?


Baris Parla, Managing Director, Nasdaq


Shruti Senapati, Director, Structured Product Sales, UBS Investment Bank


SRP Talks

TED-style talks: four speakers present their thoughts on product ideas and themes affecting the structured products industry and investment markets more generally. Event delegates vote to decide which idea/theme is the most innovative.


Networking Break


Innovation in wrappers: same payoff, new package

ETFs and UITs have evolved to include barriers and other forms of principal protection - in essence structured product payoffs but with a better wrapper.

• How do these structures work?
• How do they compare with traditional offerings?
• What do these types of innovation mean for the market going forward?


Bruce Bond, CEO and co-founder, Innovator ETFs

Nicholas Parcharidis, partner and managing director, m+ funds

Karan Sood, CEO, Cboe Vest


Cooper Rey, Vice President, Goldman Sachs International


Opportunities outside of the US

Presenters from non-US markets (for ex, Brasil, Peru and/or Canada) discuss:

• How these markets approach structured products in terms of market treatment and regulation; • Key trends and major market players;
• What the US can learn from them.


An-Lap Vo-Dignard, investment advisor, portfolio manager, senior vice-president,, National Bank Financial


Closing Remarks


Patrick Tschosik, US sector strategist, Ned Davis Research


Drinks Reception


Awards Dinner & Ceremony

Join us for the highly anticipated Awards Ceremony. SRP’s Americas Structured Products & Derivatives Awards are designed to recognise the best buy and sell-side companies as well as the best service providers and distributors. Being the award that matters to the industry, it is a must attend event.

Please note this is a separately bookable event. To join the Awards Dinner and Ceremony, please contact Joe Burris at