Derivatives Masterclass - Tuesday, May 21, 2019

The SRP Americas Conference is preceeded by a day-long Derivatives Masterclass, which provided delegates with an introduction to structured products, what is involved in designing them as well as exclusive market overviews. By having the largest Structured Products database in the world and experience hosting the longest-running Structured Products Conference, you are guaranteed invaluable insight and great networking opportunities.

Session Leaders

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Tim Mortimer

Managing Director for FVC, SRP
Tim Mortimer is Managing Director of Future Value Consultants (FVC), a research, product design and analytics consultancy specialising in structuring products. He has worked for 20 years in derivatives and structured products, previously as a Quantitative analyst at Paribas, UBS and Zurich Capital Markets before founding FVC in 1998.
He is at the forefront of FVC's development of systems and services to provide transparency and information within the structured products market. This includes the first product research service analysis for advisers and brokers, a stress testing system to satisfy regulatory requirements worldwide and comprehensive independent structured product valuation services. His experience includes model development and product structuring as well as the business, mathematical and technical aspects of creating innovative services in the structured product market. He speaks regularly at conferences and has provided training to clients on all areas of structured products on many occasions.
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Hugh McHaffie

Managing Director, InCapital LLC
Managing Director, Head of Wealth Management Solutions
Hugh McHaffie leads Incapital’s development and distribution of market-linked products through its expanding presence in the financial advisor, banking and broker-dealer communities.
Mr. McHaffie is a veteran of the wealth management industry, most recently having served as President of John Hancock Wealth Management, a division that offers mutual funds, retirement savings products and annuities. In addition, he oversaw John Hancock’s Investment Management Services and served as President of the John Hancock Trust and John Hancock Funds II mutual fund complexes. Previously, he was Senior Vice President, Individual Business Product Management for MetLife and served as Chairman of the Metropolitan Series Fund.
A graduate of the University of Toronto with a BA in economics, Mr. McHaffie is formerly a Fellow of the Society of Actuaries and past member of the American Academy of Actuaries.
 
8:00

Registration & Breakfast

9:00

Core strategies

Speaker

Tim Mortimer, Managing Director for FVC, SRP

10:30

Networking break

11:00

Cutting Edge

Speaker

Tim Mortimer, Managing Director for FVC, SRP

12:00

Lunch

13:00

Training with Incapital

Speaker

Hugh McHaffie, Managing Director, InCapital LLC

14:00

Q&A