4th Nordic Structured Products & Derivatives Conference 2018... · Nordic Structured Products & Derivatives Conference 2018 "The conference provides us with a detailed transversal

[email protected] | www.StructuredRetailProducts.com/Nordic

Grand Hotel | Stockholm | 13 September 2018

4th Nordic Structured Products & Derivatives Conference 2018

@SRP_Insider | #SRPNordic@Structured Retail Products

Exhibitor Supporting Partner

Associate Sponsor

Silver Sponsor

Bronze Sponsor

4th Annual Nordic Structured Products & Derivatives Conference 2018

Register now at: www.StructuredRetailProducts.com/Nordic

WHAT TO EXPECT ACROSS THE EVENT

4TH NORDIC STRUCTURED PRODUCTS & DERIVATIVES CONFERENCEJoin senior representatives from retail and private banks, asset managers, hedge funds, IFAs, local and international investment banks, insurance companies, law firms, regulators, index providers, exchanges and the wider derivatives space to debate the most relevant topics facing the industry today. See page 5 for full programme.

NETWORKING OPPORTUNITIES

Network with the Structured Products and Derivatives industry throughout the conference and at our celebratory Awards Ceremony.

WHO WILL YOU MEET?

Breakdown of 2017 attendance:

30Speakers

62%SELLSIDE

64%Decision-Makers

120+Delegates Expected

38%BUYSIDE

Rest of Europe

54%

Nordic

46%

4TH NORDIC AWARDS CEREMONY

Join us at the highly anticipated 4th Nordic Awards Ceremony, designed to recognise the best buy- and sell-side companies across the Nordics, as well as identifying the best service providers and distributors.


Call: +44(0)20 7779 8630 | Email: [email protected]

WHO SHOULD ATTEND?Company Type

• Capital Markets• Distribution• Equities and

Derivatives• Indices and ETFs• Investment Advisors• Investment Management• Investment Strategy• Listed Products• Private Banking• Retail Distribution

• Retail Investment Products• Structured Equity

Distribution• Structured Investments• Structured Products• Structuring & Financial

Engineering• Wealth Management

• Broker Dealers• Clearing Houses • Exchanges • Hedge Funds • Investment Advisors • Index Providers • Industry Bodies • Associations • Insurance Companies • Investment Bank • Law Firms

• Private Banks • Regulators • Research Companies • Securities Companies • Technology Providers • Trading & Distribution

Platforms• Trading Companies • Wealth / Asset

Managers

Anyone involved with:

Network with the Structured Products & Derivatives industry throughout the Conference and at our Awards Ceremony.

Learn about asset allocation and how and when to use different products in client portfolios.

Discuss the latest trends and best practices in product design and regulations.

Discover how Fintech are changing the traditional distribution model and where the opportunities are.

Gain a thorough grounding in Structured Products through CPD-accredited workshops run by independent experts.

Join senior representatives from investment banks, wealth managers, product distributors, asset managers, regulators, product developers and actuaries to:

WHY YOU SHOULD ATTEND?

COMPANIES IN ATTENDANCE• Alexandria Markets• Credit Suisse International (UK) Bank Sweden Branch• Danske Bank• Denovo Advokatbyran AB• European Securities and Markets

Authority (ESMA)• Exceed Capital Sverige• Finnish Parliament• Garantum Fondkommission AB• Goldman Sachs• Handelsbanken Capital Markets• ITG Software Solutions (France) SAS• JAM Advisors Ltd• JPMorgan• Karla Kapital• LexiFi SAS• Mangold Fondkommission• Modelity Technologies• Morgan Stanley• MSCI Limited• NASDAQ Stockholm AB

• Nord Fondkommission• Nordea Bank Sweden• Nordea Markets• Nordnet• Numerix• Oslo Bors• PRIIPSHub• SIP Nordic Fondkommission AB• SIX Swiss Exchange AG• Skandia Investment Management AB• Societe Generale• STOXX Limited• Strukturinvest Fondkommission• Swedbank AB• Swedish Structured Investment Products

Association (SPIS)• Taaleri Wealth Management• UBS Americas• UniCredit Bank AG Milan Branch• VP SECURITIES• Wallstreet Financial Services

2003Dr Robert Benson PhD, MSc, BSc (Eng) launches Structured Retail

Products

2009The credit crunch and economic

downfall had a huge impact on structured products

2007SRP becomes the largest

structured products database in the world

201561% of the public surveyed had

very little to no knowledge about structured products

(SRP Street Poll).

2005Our second conference focused

on the evolving market for structured retail products in

Europe

2013New laws begin impacting the

ability of providers to distribute products in many markets

(PRIPS, PD, RDR, etc.)

2017South Korea becomes the

biggest structured products market by issuance

2004Inaugural Europe Structured Products Conference

2008Lehman Brothers Collapse

2018

2006SRP becomes the leading online information resource for the global structured products market

2010Structured products market declined by 27%

2014Beginning of ECB Quantitative Easing

CELEBRATING 15 YEARS OF SRP CONFERENCES

2011SRP acquired by Euromoney

Institutional Investor

201615 million products in SRP’s database

20123.3 million products in SRP’s database


Register now at: www.StructuredRetailProducts.com/Asia-Pacific

Thursday 13th SeptemberConference

08.30 Registration & Breakfast

Women in Structured Products

SRP is eager to inspire and connect women in Structured Products, who are, or are keen to become resilient, inclusive, ambitious, confident and responsible leaders. We are enthusiastic about equipping women with the tools, skills and insights to help them achieve their career goals. Come and join the private networking session to engage in an active discussion.

09.20 Chairman’s OverviewRichard Jory, Global Head of Content, SRP

09.30 Keynote Address: Understanding the ESG Landscape and Where it’s HeadedThis session will untangle the different terms around sustainable investing, explore ESG trends for structured products in the Nordics and globally, and provide insight on where sustainable investing in the field is headed.

Karin Bjork, Associate Director of Client Relations, Sustainalytics

09.50 Has the Regulation Worked and What Does the Future Look Like?• Has interpretation and practice overcome te need to amend new regulation?• What do regulators do now, and what is the role of national regulators in Europe?• Self-regulation versus regulatory paranoia

Moderator: Richard Jory, Global Head of Content, SRP

Panellists: Anders Malm, Partner, HarvestadvokatTero Oikarinen, Market Supervisor, Finanssivavonta (FIN-FSA)

10.25 SRP Reveals - Global and Nordic Market OverviewThe Nordics:• Trends in product types, underlyings, performance and international indices in the Nordics.• Which issuers and distributors have been most successful?

Teresia Harri, Research Analyst, SRP

Global:• How regulation has changed our world - A statistical analysis of how regulation has affected sales volumes and

the product mix in countries outside the Nordics.

Tiago Fernandes, Managing Director, SRP

11.00 Networking Break

11.30 The Outlook for Global Financial Markets: “Is it 2015 all over again?”• What is the outlook for equities and fixed income?• What is the message of gold, copper and the oil price?• When will the Federal Reserve pause (or even cut) interest rates?• How significant are the current geopolitical risks?• What are the key risks?

Christopher Watling, CEO, Chief Market Strategist & Founder, Longview Economics

11.55 Do Bank Strategies offer Enticing Returns?• What are the new indexing trends?• How to create effective ESG strategies?• Developing the theme and selling Green• What strategies are seeing the most growth?• How to customise a particular index for a specific strategy?Panellists: Henrik af Donner, Co-Head Nordic Markets, Axa Investment ManagersMichael Bondegard, Head of Distribution, Nord FondkommissionFabian Colin, Head of Sales, SolactiveAchim Karle, Global Equity & Index Sales, Eurex



Call: +44(0)20 7779 8630 | Email: [email protected]

12.30 Lunch

Lunch Time Training: How structured products fit in a portfolioTiago Fernandes, Managing Director, SRP

13.45 Who is Providing The Return? The Art of Choosing the Right Product• Why buy structured products and which product features are most important?• What kind of creativity do you need from the sellside?• What are the main factors affecting decision making?• How do multi-family offices use structured products on a large scale?


Panellists: Charlotte Bergwell Nilsson, Chief Executive Officer, Nord FondkommissionFredrik Langley, Founding Partner, StrukturinvestIlkka Väkeväinen, Director, Structured Debt and Investment Solutions, Taaleri

14.20 Seeing the Light: Converting sometime Clients to Regular Structured Products Investors

• How to bring manufacturers closer to investors?• How to advance your clients from beginners to informed and sophisticated investors and make them come

back for more?• Can the new generation of flexible individualised products such as iCPPI offer a solution for client retention?• How new technology can help to overcome the gap between providers and investors?• What is the importance of front end tools for end customers?

Moderator: Peter De Clercq, Chief Executive Officer, Quantessence

Panellists: Mikael Axelsson, Chief Executive Officer, GarantumPeter Haage, Head Of Structuring, Structured Investments, MangoldHeikki Ruoppa, Global Head of Investment Solutions, Danske BankCarl Johan Stackell, Head of Private Banking North & Head of investment offerings SE, Nordea Private Banking

14.55 Networking Break

15.25 The Role of Exchanges in a Changing World• How can exchanges catalyse innovation?• Harnessing the power of technology and competing with off-exchange issuer and trading platforms • Which local and international underlyings have offered the best performance: what should investors have

bought last year, and which will be the winners this year?• What is the role of an exchange and how might it change?


Panellists: Roni Gani, Lead Account Manager, Nasdaq StockholmAlex Lenhart, Chief Representative, London and Chicago Office, SGX

16.00 View from the Outland• How issuers outside the Nordics have rekindled structured products sales and distributions?• New ways of constructing and distributing products.• New distributing models: banks, private banks and IFAs. • The approach to new regulation in Asia, the Americas and Europe.


Panellists: Dirk Hess, Director, Co-Head EMEA Public Listed Products Sales & Distribution, Citigroup Global Markets DeutschlandGidon Jerome Kessel, Head of Structured Products, UOBGeorg von Wattenwyl, Chairman, SSPA, Global Head Financial Products, Advisory &Distribution, Vontobel

SRP’s Nordic AWARDS CEREMONY

The first day of the conference will be followed by the highly anticipated Awards Ceremony. SRP’s Nordic Awards are designed to recognise the best Manufacturers, Distributors, as well as identifying the best Service Providers. As the industry’s most prominent awards ceremony, it is a must attend event.

Reasons to Attend:

Join us for the evening to celebrate the best in the industry.

GAIN PUBLIC RECOGNITIONWith brand-building amongst the top Indexed

Insurance players

HOST YOUR CLIENTSand thank them for a successful

partnership

GAIN COMPETITIVE ADVANTAGEFrom attending the event you will be one of the first to know which companies are leading the

industry this year

THANK YOUR TEAMand show your appreciation for all their hard work

with a glamourous high-profile evening


16.35 The Big Debate: Is the Media Fair and Balanced?• Has the structured products market become too defensive, and how can it fight back?• How can the media become better educated?• How can tools show product outcomes and performances in different market scenarios, and is it possible to

compare investments?


Panellists: Per Akerlind, CFP & Head of Capital Markets, Swedish Export Credit CorporationMikael Axelsson, Chief Executive Officer, GarantumJacob Bolinder, Head of SPIS - Swedish Structured Investment Proudcts AssociationJoakim Bornold, Saving Economists, Nordnet Bank

17.15 Closing RemarksRichard Jory, Global Head of Content, SRP

17.20 Drinks Reception

18.00 SRP’s Nordic Awards Ceremony


GRAND HOTEL Södra, Blasieholmshamnen 8,103 27 Stockholm, Sweden Phone: +46 8 679 35 00

SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Stockholm. Once you have confirmed your registration for the conference, we will provide details on how to book your room at the discounted rate.

Venue Information

SECURE YOUR PLACE NOW:

3 EASY WAYS TO REGISTER

2. Call us on +44(0)20 7779 8360

1. Online www.StructuredRetailProducts.com

3. Email us at [email protected]

Sell-side companies include: Investment Banks, Law Firms, Exchanges/Clearing Houses, Tech Companies, Consultancy/Accounting Firms, Index Providers, any other service providerBuy-side companies include: Retail Banks, Private Banks, Asset Managers, Fund Managers, Life Insurance Companies Prices are subjected to VAT if applicable


Nordic Structured Products & Derivatives Conference 2018

"The conference provides us with a detailed transversal picture of our market and its direction." Exceed Capital

SELLSIDE:

For sponsorship opportunities and sellside

passes please contact

Jose Erasun EMEA Account ManagerJoe@StructuredRetail

Products.com+44 (0)20 7779 8360

BUYSIDE:

Early Bird (Valid until 17 August 2018)

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4th Nordic Structured Products & Derivatives Conference 2018... · Nordic Structured Products & Derivatives Conference 2018 "The conference provides us with a detailed transversal