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Part of: 1-2 February 2017 | Guoman Tower Hotel | London Exhibitors: Gold Sponsors: 14th Annual E: [email protected] T: +44(0)20 7779 8201 W: StructuredRetailProducts.com/Europe Europe Structured Products & Derivatives Conference @SRP_Insider | #SRPEurope Hear from the industry's leading experts: Matteo Andreetto CEO Stoxx Head of Index Services Deutsche Börse Stefan Bollinger Global Head of Private Investor Product Group Goldman Sachs Julien Lascar Head of Sales Europe (ex-France) for Cross Asset Solutions Societe Generale Emanuele Di Stefano Managing Director, Global Head of Investment Strategies Citi Danny Ketels Senior Product & Portfolio Development Manager KBC Asset Management Jorge Masalles Managing Director, Global Head of Institutional & Private Banks Sales, Commerzbank AG Jan Loeys Managing Director JP Morgan Alvise Munari Managing Director, Head of EMEA Coverage MSCI REGISTER NOW TO SAVE UP TO £1798! Bronze Sponsor: Media Partners: Affiliated Charity:

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Page 1: Europe Structured Products & Derivatives Conference · PDF fileHead of Sales Europe (ex-France) for Cross ... KBC Asset Management ... Our training workshop and conference are both

Part of:

1-2 February 2017 | Guoman Tower Hotel | London

Exhibitors:

Gold Sponsors:

14th Annual

E: [email protected] T: +44(0)20 7779 8201 W: StructuredRetailProducts.com/Europe

Europe Structured Products & Derivatives Conference

@SRP_Insider | #SRPEurope

Hear from the industry's leading experts:

Matteo AndreettoCEOStoxx Head of Index Services Deutsche Börse

Stefan BollingerGlobal Head of Private Investor Product GroupGoldman Sachs

Julien LascarHead of Sales Europe (ex-France) for Cross Asset SolutionsSociete Generale

Emanuele Di StefanoManaging Director, Global Head of Investment StrategiesCiti

Danny KetelsSenior Product & Portfolio Development ManagerKBC Asset Management

Jorge MasallesManaging Director, Global Head of Institutional & Private Banks Sales,Commerzbank AG

Jan LoeysManaging Director JP Morgan

Alvise MunariManaging Director, Head of EMEA CoverageMSCI

REGISTER NOW TO SAVE UP TO £1798!

Bronze Sponsor:

Media Partners: Affiliated Charity:

Page 2: Europe Structured Products & Derivatives Conference · PDF fileHead of Sales Europe (ex-France) for Cross ... KBC Asset Management ... Our training workshop and conference are both

Europe Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/Europe

BREAKDOWN OF COUNTRIES: BREAKDOWN OF COMPANIES IN ATTENDANCE LAST YEAR:

45%

Rest of Europe

2.1% US

2% Africa

47%

other49.2% of

delegates from UK

3.4% Asia

21%

Sell-side

32%

Buy-side

The European Structured Products & Derivatives Conference - the biggest event of the industry in Europe - takes place on 1-2 February 2017. It brings together Senior Representatives from Retail & Private Banks, Insurance Companies, Investment Banks, Fund Managers, as well as Law Firms, Regulatory Bodies & Independent Investment Advisors to network and engage in active debate.

The two-day conference is preceded by a training workshop (separately bookable), providing delegates with an introduction to structured products and what is involved in designing them. This is a highly focused course with Continuing Professional Development (CPD) accreditation giving a thorough grounding in the industry, the products and the latest trends.

Where the European Structured Products and Derivatives Market Meet

65+speakers

300+delegates

1 DAYPre-conference training course

2 DAYconference

What to expect in 2017

of delegates in attendance last year had executive

decision-making power and consisted of C-level, Global

Heads, Senior Directors, Heads and Managing Directors.

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1-2 February 2017 | Guoman Tower Hotel | London

Call: +44(0)20 7779 8201 Email: [email protected]

Societe Generale StoxxBNP Paribas

A WORD FROM RICHARD JORY

Welcome to the 14th SRP Europe Conference.

We are delighted to present you with an event that offers an insight into the state of the structured products market in Europe, delving into product design and delivery, wealth management, asset allocation, technology and regulation.

The question of how useful proprietary and strategy indices is at the forefront of discussion involving the all-important contribution that benchmarks make to the world of structured products. These debates will incorporate factor-based as well as smart beta indices.

The technology panels present more answers to another fundamental pillar of the industry – what is the best technology, who creates it, but which parts do you really need and how are they helping practitioners take us to a faster, better world? Following a panel on the first day, much of the second will include specialised technology content.

The first day culminates in a panel comprising the most prominent manufacturers and salesmen in Europe, which will follow a panel of experts from the US market who will come over to share their experience of what President-Elect Trump may mean for us all.

WHO SHOULD ATTEND?Company Type:Anyone involved with:

• Capital Markets• Distribution• Equities and Derivatives• Index Business• 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 Banks • Law Firms

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

Platforms• Trading Companies • Wealth/Asset

Managers

To book your awards table, please contact Kris Deslagmeulder, [email protected] or +44(0)20 7779 8201

OUR 2016 EUROPEAN AWARDS RANKING INCLUDES:

Best House Best Distributor Best Index Provider

The SRP European StructuredProducts & Derivatives Awards are the industry’s most prestigious accolade, designed to recognise the best buy and sell-side companies across Europe, as well as identifying the best service providers and distributors.

After the first day of the conference, we welcome you to join us for the evening to relax with a few drinks, excellent food and great entertainment.

Richard Jory Global Head of Content SRP

Page 4: Europe Structured Products & Derivatives Conference · PDF fileHead of Sales Europe (ex-France) for Cross ... KBC Asset Management ... Our training workshop and conference are both

Europe Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/Europe

PROGRAMME

DAY ONE: WEDNESDAY 1 FEBRUARY

Pre-conference Training Day (Tuesday 31 January)A Simple Introduction to Structured Products

Tiago Fernandes Global Head of Data

Course Trainer, Tiago FernandesTiago Fernandes is the Global Head of Data at SRP, where he is in charge of a global team, responsible for sizing, understanding and putting together the most comprehensive global database for Structured Products.

This pre-event training is ideal for:• Newcomers to the industry & graduate hires

• Regulators

• Sales

• In-house Legal

• Product development & marketing professionals

• Compliance, Risk Functions and Operations

• IFAs

Training to provide greater understanding of:• Building blocks used to make

structured solutions

• Delivering solutions that meet customers’ needs

• Risks of Structured Products and ways to mitigate them for providers and end users

09:00 Introduction

09:15 European Market Update and Global Trends

• What products are popular and why?

• How do they compare with other types of investment?

10:00 Building Blocks

• What are the key ingredients of a structured product?

• How do they work?

10:45 Refreshment break

11:15 Structuring Products

• How can the ingredients be combined

to meet customers’ differing needs?

• Covering protected products and reverse convertibles and smart indexing

12:00 Wrapping the Solutions & Legal framework

• What legal forms do products take?

• How do different wrappers address needs?

13:00 Lunch

14:00 Managing Risks & Commercial Drivers to Maximise Sales

• What are the risks of issuing and investing in structured products versus other investments?

• How can those risks be mitigated?

• What are the benefits of structured products: why issue or invest in them?

14:45 Value of Structured Products and Structured Portfolio Construction

• Behavioural Finance and the benefits of structured products

• Where do they fit in a portfolio and how should they be marketed?

15:15 Refreshment break

15:45 Structured Products Assessment

16:45 Wrap-up and final questions

CPD Accreditation: SRP is the leading intelligence provider for the structured product community and is dedicated to sharing its expertise and knowledge to better educate the market about best practices and strategies.

If you are an Investment Advisor, as part of the Retail Distribution Review (RDR), you are now mandated to advise on structured products sales practices. It is important that this is done correctly.

Our training workshop and conference are both Continuing Professional Development (CPD) accredited and will enable you to keep learning throughout your career and keep your skills and knowledge up to date to work safely, legally and effectively.

7.45 Breakfast and Registration

8.30 Welcome Richard Jory, Global Head of Content, SRP

8.40Keynote Address: Allocation Strategies in a Trump & Brexit WorldJan Loeys, Chief Strategist, J.P. Morgan

9.10 Global Market OverviewJan Scibor-Kaminski, Managing Director, SRP

9.35 How Structured Products Fit Best in Portfolios• What is the future for Asset Allocation and where do structured products fit?• Is active management dead?• How to continue generating alpha in low rate environment.

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1-2 February 2017 | Guoman Tower Hotel | London

Call: +44(0)20 7779 8201 Email: [email protected]

DAY ONE: WEDNESDAY 1 FEBRUARY

9.55 Do Proprietary Indices Work and How Much Value Do They Really Give?• Do proprietary and smart beta indices deliver value?• How do index providers remain nimble in their development of strategy indices?• Is the underlying investment more important than the wrapping of the solution?• How much of a threat is self-indexing, particularly by asset managers?• Is passive the future?

Panellists: Matteo Andreetto, Chief Executive Officer, StoxxEmanuele Di Stefano, Managing Director, Global Head of Investment Strategies, Citi Alvise Munari, Head of Client Coverage, EMEA, MSCI

10.35 Technology Companies Will Be the Banks of the Future• Retail banking technology will drive investment banking.• What are the obstacles to using mobile technology for the sale of products?• Is Big Data eroding the ability to arbitrage?• How will roboadvice evolve?

Moderator: David Wood, Managing Director, Head of Electronic Business Equity Derivatives & Cross Asset, Societe Generale

Panellists:Lucas Bruggeman, Partner, SentifiRyan Shea, Chief Research Officer, AmareosDorota Zimnoch, Strategic Adviser, D-Raft

11.10 Networking Break Available for Sponsorship

11.40 The Art of Distribution: Introducing New Structures and New Ideas in Turbulent Times• Product innovation: what new products have appeared and which are favoured?• Is capital protection more important than risk?• What more can product manufacturers do?• Is the increase in indices and international underlyings a good thing?• Is too much tied distribution bad for Proprietary Investors?

Moderator: Mark Insley, Managing Director, Ascot Wealth Management

Panellists:Stefan Armbruster, Managing Director, Warrants & Certificates, Deutsche BankDanny Ketels, Senior Product Development Manager, KBC Asset ManagementCarl Johan Stackell, Head of Sales & Distribution, Nordea

12.20 Taking Technology into the Middle of the Solution• Product cycle management.• Post-trade processing.• Risk capital and the Fundamental Review of the Trading Book.• Valuation techniques and technology.• Integrating regulation into electronic systems.

Moderator: Pablo Conde, Managing Editor, SRP

Panellists:Omar Diawara, Managing Director of Structured Investment Services, Natixis Asset Management

13.00 Lunch Available for Sponsorship

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Europe Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/Europe

DAY ONE: WEDNESDAY 1 FEBRUARY

14.00 Letter from the Americas• What influence has European law and practice had on the US market?• Is the US & European market converging?• How will 871M and Tlac influence the structured products market and will its effects spill over to Europe?• Trump! Good for Structured Products!

Moderator:Joe Burris, Head of Americas, SRP

Panellists:Barbara Mullaney, Managing Director, Private Client Solutions, Citi Christopher Schell, Partner, Derivatives & Structured Products Group, Davis, Polk & Wardwell

14.40Have Factors Succeeded Smart Beta?• What investment product works best for smart beta?• Where do factors fit in a portfolio and how easily can their risk be understood?• What’s the correlation of different strategies within a wider portfolio?

Moderator:Gareth Parker, Index Product Specialist & Market Development Expert

Panellists:Mouha Ait El Ghachi, Head of Structuring & Financial Engineering, French Retail NetworksCharles Aram, Director, Head EMEA, Research Affiliates Global AdvisorsMatthias Lennkh, Portfolio Manager, Clear Alpha

15.20Are Exchanges Best-Placed to Deliver Indices and Trading Platforms? • Are exchanges best placed to create indices for investment products? • When is exchange data public? • Which exchange offers most value to retail?• What's more important liquidity or technology?

Panellists:Rupertus Rotenhauser, Managing Director, Head of Sales & Marketing, Boerse Stuttgart

15.50 Break Available for Sponsorship

16.30 How Do You Cater to High Net Worth Individuals and Institutions? • What do private banks want other than yield?• Is there more wealth and does it need more advice, or is it all about capital preservation?

Moderator:Vito Schiro, Capital MArkets & Banking Products, IPS, UBS Wealth Management

Panellists:Jean-Philippe Beaumont, Managing Diretor, Founding Partner, Beauclerc AdvisoryTristan Blood, Managing Director, Private Wealth Management, Goldman SachsEric Dutruit, Managing Director, Head of Equity Derivatives Sales, EMEA, HSBC

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1-2 February 2017 | Guoman Tower Hotel | London

Call: +44(0)20 7779 8201 Email: [email protected]

19.00 Awards Dinner

SRP Awards are the industry’s most prestigious accolade, designed to recognise the best buy and sell-side companies as well as identifying the best service providers and distributors. Join us for the evening to celebrate excellence across the European market and relax with a few drinks, excellent food and great entertainment.ONLY 20 TABLES AVAILABLE!

To book your table, please contact Kris Deslagmeulder: [email protected], +44(0)20 7779 8201

DAY ONE: WEDNESDAY 1 FEBRUARY

18.00 Closing Remarks Richard Jory, Global Head of Content, SRP

18.10 Drinks Reception Available for Sponsorship

17.10 Leaders' Forum: In Conversation with Leading Manufacturers• Will Priips and Kids benefit the end investor?• When will secondary trading of structured products become mainstream?• Credit-linked notes: good or bad, and who should be allowed to buy?• Does the benefit of regulation outweigh the costs?• Demystifying the myths: How do you get rid of the "black box" image?

Moderator:Richard Jory, Global Head of Content, SRP

Panellists:Stefan Bollinger, Partner, Global Head of Private Investor Product Group, Goldman SachsShane Edwards, Managing Director, Global Head of Equity Derivatives, UBSJulien Lascar, Managing Director, Head of Cross Asset Sales Europe Ex France, Societe GeneraleJorge Masalles, Managing Director, Head of Institutional and Private Bank Sales, Commerzbank

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Europe Structured Products & Derivatives Conference

DAY TWO: THURSDAY 2 FEBRUARY

8.45 Breakfast and Registration Available for Sponsorship

9.30 SRP European Performance & Market Presentations• The most successful products of 2016.• European structured products performance.• The Good, the Bad and the Ugly.• What are the opportunities in the region?

Moderator:Tiago Fernandes, Global Head of Data, SRP

Panellists:Dirk Hess, Director, Co-Head EMEA Warrants Sales & Distribution, Equities, Citigroup Global Markets Deutschland

10.20 The Strategic View: Thematic, Quantitative & ESG Investing• The ever-increasing popularity of risk premia and bank strategies.• Meeting investor demand for ESG products.• What strategies will work in a Trump and Brexit world?• The use of ETFs as underlyings for structured products.

Moderator:Asra Abdulaziz, Equity Derivatives, Head of Sales EMEA, Natixis

Panellists:Walter Cegarra, Managing Director, Equity Derivatives & Fund-Linked Productcs, Credit SuisseHassan Houari, Managing Director, Tramontana Asset ManagementDan Raab, Managing Director, Head of Commodity Index Products Marketing, Wells Fargo

11.00 Break Available for Sponsorship

11.20 Blockchain Disruption: How are Banks Leveraging the New Technology?• How could Structured Products benefit from blockchain?• Is there a mismatch between bespoke and standardised smart contracts?• Using Ricardian contracts and new domain-specific languages to encode the rights and obligations of

Structured Products• How could blockchain disrupt financial markets, including post-trade clearing and settlement for

derivatives?

Panellists: Lee Braine, Investment Bank CTO Office, BarclaysDaniel Franks, Partner, Derivatives, Norton Rose FulbrightMatthew van Niekerk, Founder & CEO, SettleMint

11.55 Profiting from Volatility and Using Options Wisely• The effect of volatility on pricing.• How to hedge your exposures as part of a wider portfolio.• The place for volatility in product creation.

Panellists:Jamie Cassidy, Head of Index Options, Susquehanna Financial GroupPete Clarke, Strategist, UBSAntoine Porcheret, Equity & Derivative Strategist, Europe, BNP Paribas

12.30 Lunch Available for Sponsorship

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1-2 February 2017 | Guoman Tower Hotel | London

DAY TWO: THURSDAY 2 FEBRUARY

13.20 P2P Lending: Bringing Borrowers and Lenders Together• The systemic risks for financial markets of Peer-to-Peer (P2P) lending.• Why did banks walk away from the world that P2P inhabits, and will they return?• The financial technology underpinning P2P.• Living in a world with no regulation… is it safe?

Moderator:Johan Groothaert, Founder, Fiduciam

14.00 In Dialogue with the Associations • Overcoming popular myths. • Getting through to regulators. • How are trade associations educating investors? • How does the industry get bigger?

Panellists:Lars Brandau, Managing Director, Deutscher Derivate VerbandZak de Mariveles, Managing Director, Societe Generale & Chairman, UK SPADario Savoia, President, ACEPI, Head of Legal Italy, BNP ParibasAndreas Widegren, Head of SPIS, Swedish Securities Dealers AssociationThomas Wulf, Secretary General, Eusipa

14.35 Adapting Technology to Kids & KYC• The creation of Kid hubs.• Can the Kid be commoditised?• How to create the technology that defines KYC.

15.10 Break Available for Sponsorship

15.40 Law Firm Roundtable: Priips, the Kid and PD3• Mifid 2 governance & how do we regulate Fintech?• Priips implementation: What's the hold up? • Introducing the Kid: how could it become a commodity? • Priips and the Kid: translating, scope of products; territoriality. • What does the Prospectus Directive 3 mean in practice?

Moderator:Tim Hailes, Managing Director, JP Morgan & Associate General Counsel, Joint Associations Committee

Panellists: Michael Logie, Partner, Global Head Securities & Derivatives, Ashurst

16.20 Regulator Roundtable: Introducing Priips and the Kid• Introducing the European Commission’s Prospectus Directive number 3.• Has regulation been effective in the post-crisis world?• Is there too much direct regulation; are there other ways?• Is the cost of regulation a factor in law creation?

Panellists:Emmanuel Doumas, Senior Policy Officer, Investment Management, European Securities and Markets Authority (ESMA)Vincent Ingham, Director, Regulatory Policy, European Fund & Asset Management AssociationStephan Weinandy, Senior Policy Officer, Securities Division, Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin)

17.00 Conference Ends

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Europe Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/Europe

OUR SPONSORS & EXHIBITORS:

Gold Sponsor

Commerzbank is a leading bank in Germany and Poland. It is also present worldwide in all major markets for its

customers as a partner to the business world. With the business areas of Private Customers, Mittelstandsbank,

Corporates & Markets and Central & Eastern Europe, it offers its private and corporate clients as well as

institutional investors the banking and capital market services they need. Commerzbank Corporates & Markets

(C&M), the Investment Banking division of Commerzbank AG, provides corporate and institutional clients with

a comprehensive range of commercial and investment banking products and services globally with its main

offices in Frankfurt, London, New York, Hong Kong and Singapore. C&M contributes to the real economy by

committing capital to support clients’ long-term ambitions, and stands for trusted long-term relationships,

aiming to provide clients with transparent risk management solutions and unbiased advice.

For more information, please visit: www.commerzbank.com

Bronze Sponsor

Natixis is the international corporate, investment, insurance and financial services arm of Groupe BPCE, the

2nd-largest banking group in France with 35 million clients spread over two retail banking networks, Banque

Populaire and Caisse d’Epargne.

With more than 16,000 employees, Natixis has a number of areas of expertise that are organized into three main

business lines: Corporate & Investment Banking, Investment Solutions & Insurance, and Specialized Financial

Services. A global player, Natixis has its own client base of companies, financial institutions and institutional

investors as well as the client base of individuals, professionals and small and medium-size businesses of

Groupe BPCE’s banking networks. Figures as at September 30, 2016

For more information, please visit: www.natixis.com

Lucht Probst Associates (LPA) for Capital Markets Sales: As a technology and consulting provider specialized

in the distribution of Capital Markets products like OTC derivatives and structured securities, LPA focuses

on the automation and digitalization of this business. LPA’s 120 dedicated Capital Markets specialists deliver

solutions that are of high quality and deserve the label “Made in Germany”. Cost efficient, risk-free and scalable.

This is how LPA’s software helps manufacturers and distributors to fulfill retail and corporate customers’

needs in accordance with regulatory requirements from current Capital Markets regulations, e.g. KIDs for

PRIIPs or MiFID II.

For more information, please visit: www.l-p-a.com

Moscow Exchange provides exhaustive and convenient access to the Russian financial markets. The Exchange’s

markets offer clients trading opportunities across a diversified range of asset classes all combined with best-

in-class post-trade services. Today, Moscow Exchange is the main liquidity and price discovery centre for

Russian instruments. Moscow Exchange hosts trading in equities, bonds, derivatives, currencies, money market

instruments and commodities. The company ranks among the world’s top 15 exchanges by total capitalisation

of shares traded, and among the 10 largest exchange platforms for bonds and derivatives trading. Moscow

Exchange went public in February 2013 and is traded on its own trading platform under the ticker MOEX.

For more information, please visit: www.moex.com

Societe Generale is one of the largest European financial services groups. Based on a diversified universal

banking model, the Group combines financial solidity with a strategy of sustainable growth, and aims to be

the reference for relationship banking, recognised on its markets, close to clients, chosen for the quality and

commitment of its teams. Its 157,000 employees based in 77 countries accompany more than 33 million clients

throughout the world on a daily basis. Societe Generale’s teams offer advice and services to individual, corporate

and institutional customers in three core businesses. Backed by worldwide expertise and an extensive network

in Asia Pacific, Societe Generale Corporate & Investment Banking has built prime corporate & investment

banking operations in the region to become a leading regional player in investment banking, global finance,

and global markets. Societe Generale Corporate & Investment Banking combines in Asia Pacific both global

and local strengths to provide corporate clients, financial institutions and private investors with value-added

integrated financial solutions.

For more information, please visit: www.societegenerale.com

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Call: +44(0)20 7779 8201 Email: [email protected]

OUR SPONSORS & EXHIBITORS:

1-2 February 2017 | Guoman Tower Hotel | London

Exhibitors

Deutscher Derivate Verband (DDV), the German Derivates Association, is the industry representative

body for the 15 leading issuers of derivatives in Germany. It was established on 14 February 2008, with

offices in Frankfurt am Main and Berlin. The largest association of its kind in the world, DDV serves as a

political interest group in Brussels. DDV’s members are among the most important certificate issuers in

Germany, representing more than 90 percent of the total market. The association’s work is supported by

nine sponsoring members, which include the stock exchanges Stuttgart and Frankfurt am Main, finance

portals and service providers. DDV’s aim is to improve the general political and regulatory conditions for

structured products in Germany and at European level, and to encourage increasing numbers of private

investors to choose certificates and warrants. The objectives of DDV therefore include making the products

more understandable and transparent, as well as protecting investors. DDV is an advocate of self-regulation,

and it works in conjunction with its members and sponsoring members to set industry standards.

For more information, please visit: www.derivateverband.de

Modelity provides financial institutions with state-of-the-art technologies for managing structured products

and providing financial advice. The company's Modelity/Structures solution facilitates an advanced

relationship between the structurer, the distributor and the client. Modelity/Structures manages all the

vartious aspects of a product throughout its entire lifecycle, such as sales & advice, client support, and

back-office operations. Modelity/Structures bridges the gap between the complexity of structured products

and the private client's comprehension. The solution is based upon Modelity's copre technology for financial

modeling (FiMoML) which significantly shortens the time to market of new products through its ease of use.

For more information, please visit: www.modelity.com

Framesoft solutions are focusing on management of operational and legal risks by providing fully

integrated solutions in the areas of: Creation & Documentation of financial structured products incl.

Final Terms, Term Sheets, Offering Circulars, Product Information Brochures (PIBs), Offering Circulars

(Prospectus), Trade Confirmations; Data Capture & Deal Processing; (Master) Agreement Management

including Netting; Document Management & Archival; Legal & Compliance Matter Management; and

Fee Management.Major financial institutions have been using Framesoft solutions for two decades. We

support our clients during the complete life cycle of a software solution ranging from early conceptual

design to delivery, integration and support.

For more information, please visit: www.framesoft.com

Lexifi provides software for the pricing and management of derivatives and structured products. Working with

a growing number of key industry players, Lexifi has developed what is unquestionably the market's most

complete solution which supports all key business processes: structuring, pricing, lifecycle management,

document generation, sales and client care, reporting, portfolio management, risk management and

operations. Financial institutions and technology firms parter with Lexifi to boost their analytical and

processing capabilities and to comply with upcoming financial regulations for tailored financial products.

For more information, please visit: www.lexifi.com

J.P. Morgan Corporate & Investment Bank is a global leader across banking, markets and investor services.

The world's most important corporations, governments and institutions entrust us with their business

in more than 100 countries. With $20.6 trillion of assets under custody and $444 billion in deposits, the

Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity

in markets around the world. J.P. Morgan is a global leader in providing a wide range of innovative equities

solutions to investor and issuer clients - from initial public offerings, secondary and portfolio trading

services. We continually refine our product offerings to provide cutting-edge ideas, superior execution

and state-of-the-art tools for today's changing markets.

For more information, please visit: www.jpmorgan.com

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Europe Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/Europe

OUR MEDIA PARTNERS:

To Sponsor or Exhibit at the Europe Structured Products & Derivatives Conference 2017 Contact Kris - Call: +44(0)20 7779 8201 Email: [email protected]

FEEDBACK FROM OUR PREVIOUS CONFERENCES:

...a very professional event with lots of insight into the industry on all different levels!

Managing Director, Commerzbank

...an excellent event. The attendance and content were oustanding and I would strongly

support our participation next year

Head of CEEMEA Distribution, BNP Paribas

...it was a great opportunity for me to get valuable insight into not only the...Structured Products market but also broader

changes across the Structured Products value chain. A very professionally run event...

Director, Global Structured Products, Trading Products BMO

...a brilliant conference. We are a delighted sponsor and would happily do so again next year.

CEO, ZARX

...the conference sets a high benchmark in providing the buy-side with a comprehensive insight into the industry's

challenges and opportunities

Founder, Fiduciam

Media Partners

The UK Structured Products Association (UKSPA), is a membership organisation established by the

leading manufacturers of structured products in the UK. First established in 2009, the UKSPA has grown

to 17 members, who range from independent retail-facing firms to global investment banks and represent

a significant majority of the overall UK structured products market. UKSPA provides a unified voice for

its members, working with financial advisers, regulators and other trade bodies. It serves a number of

important functions including promoting the industry, engaging with regulators, developing best practice

guidelines and providing a useful source of information and education to the wider investment community.

For more information, please visit: www.ukspassociation.co.uk

Global Capital is a leading news, opinion and data service for people and institutions using and working

in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets

based on the comments of those who work in them, together with a wealth of transaction data and archive.

Whether you with to pick up the pulse of your market, to research in detail an issuer, itermediary or asset

class in a particular sector, or to check out how your institution is performing relative to its peers, our

service is for you. Along with dedicated Asia specific coverage, Global Capital also sees the introduction

of a brand new service on the internationalisation of the RMB names GlobalRMB.

For more information, please visit: www.globalcapital.com

International Financial Law Review (IFLR) is the market-leading financial law publication for lawyers

specialising in international finance in financial institutions, corporates and in private practice. IFLR was

first published in 1982. Today, with journalists based in the US, UK and Asia, IFLR offers everything from

practical, actionable insight on the latest deal structures and regulatory developments to interviews with

regulators and in-house counsel worldwide.

For more information, please visit: www.IFLR.com

Page 13: Europe Structured Products & Derivatives Conference · PDF fileHead of Sales Europe (ex-France) for Cross ... KBC Asset Management ... Our training workshop and conference are both

Call: +44(0)20 7779 8201 Email: [email protected]

1-2 February 2017 | Guoman Tower Hotel | London

Turn Data into Intelligence.The Application Programming Interface (API), is a web-based software application which allows clients to access our data in a controlled manner & integrate it using their own software packages & systems.

Retrieve.

Interrogate.

Incorporate.

• Download real time SRP data directly to excel

• Receive market share on each asset class/payoff for each company of interest

• Import data directly into in-house systems/platforms and interrogate the data and risk more effectively

• Monitor & increase your market share

• Carry out accurate trend analysis with comprenhensive product data spanning over 15 years in seconds

• Combine data sets with other products and visualise it in the context of the larger business

www.StructuredRetailProducts.com/API-Ultrafeed

Page 14: Europe Structured Products & Derivatives Conference · PDF fileHead of Sales Europe (ex-France) for Cross ... KBC Asset Management ... Our training workshop and conference are both

Call: +44(0)20 7779 8201 Email: [email protected]

GUOMAN TOWER HOTEL | LONDONSt Katharine’s WayLondonE1W 1LD Phone: 0871 376 9036 / +44 845 305 8335 Fax: 0871 376 9136 / +44 845 305 8374 SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in London. 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

Sell-side companies include: Investment Banks, Law Firms, Exchanges/Clearing Houses, Tech Companies, Consultancy/Accounting Firms, Index Providers, any other service provider

Buy-side companies include: Retail Banks, Private Banks, Asset Managers, Fund Managers, Life Insurance Companies Prices are subjected to VAT if applicable

3-4-2 offer:

SECURE YOUR PLACE NOW:

Buyside Super Early Bird valid until 12 Dec 2016

Buyside Early Bird

valid until 6 Jan 2017

Buyside Full Price

£599 £749Save £300

£199Training Pass

£1,198Buyside Conference + Free Training Pass

£1,798Buyside Conference + Free Training Pass

For Sellside Passes, Contact [email protected] or call +44(0)20 7779 8201

3 EASY WAYS TO REGISTER: 1. Online

www.StructuredRetailProducts.com 2. Call us on

+44(0)20 7779 8201 3. Email us at

[email protected]

Only 20 tables available! Make sure your company is represented book now:• Phone +44 207 7779 8201• Email [email protected]

Awards Ceremony

£1,498Buyside Conference + Free Training Pass

Training Pass

Training Pass

Conference Pass

Conference Pass

Conference Pass

£249 £299

£899

Save £100

Save £1798 Save £1498

Save £50

Save £150

3-4-2 3-4-23-4-2