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Part of: Alex Matturri CEO S&P Dow Jones Indices Gautham Sastri CEO iSentium Barbara Mullaney Managing Director, Private Client Solutions Citi Joseph Halpern CEO & Founder Exceed Investments Ron Bundy CEO Benchmarks North America FTSE Russell Fabio Zenaro Head of Product Development CETIP Joseph Elmlinger Managing Director, Head of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President, Senior Product Manager, Aternative Investments Robert W Baird & Co Inc Hear from the industry's leading experts: www.StructuredRetailProducts.com/americas @SRP_Insider | #SRPAmericas Americas Structured Products & Derivatives Conference June 16 & 17, 2016 | Revere Hotel | Boston, MA. USA Silver Sponsor: Bronze Sponsors: Exhibitors: Media Partner:

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Page 1: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Part of:

Alex MatturriCEO S&P Dow Jones Indices

Gautham SastriCEO iSentium

Barbara MullaneyManaging Director,Private Client Solutions Citi

Joseph HalpernCEO & Founder Exceed Investments

Ron BundyCEO Benchmarks North America FTSE Russell

Fabio ZenaroHead of Product DevelopmentCETIP

Joseph ElmlingerManaging Director, Head of Equity Derivatives & Structured Product Sales, Americas Societe Generale

Dayna KleinmanSenior Vice President, Senior Product Manager, Aternative InvestmentsRobert W Baird & Co Inc

Hear from the industry's leading experts:

\

www.StructuredRetailProducts.com/americas

@SRP_Insider | #SRPAmericas

Americas Structured Products & Derivatives ConferenceJune 16 & 17, 2016 | Revere Hotel | Boston, MA. USA

ed

Silver Sponsor: Bronze Sponsors:

Exhibitors: Media Partner:

Page 2: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Americas Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

Following last year’s success, we are delighted to present you with the fifth annual Americas Structured Products & Derivatives conference.

The two-day conference will bring together senior representatives from retail banks, insurance companies, investment banks, fund managers as well as law firms, regulatory bodies and independent investment

advisors to discuss the major challenges to be faced this year. Our line-up of expert panellists from across the industry will come together to provide an informative and educational day of lively discussion.

WHERE THE AMERICASSTRUCTURED PRODUCTS AND DERIVATIVES MARKET MEET

WHAT TO EXPECT IN 2016 ...

30+speakers

150+delegates

2 DAYconference

73%delegates from

the USA

17%delegates from

Americas (excl. USA)

10%delegates from

Europe

of the delegates in attendance last year had executive decision making power and consist of C-level, Presidents, Founders,Global Heads, Senior Directors, Head / Managers

A very professional event with lots of insight into the industry on all different levels!Managing Director, Commerzbank

81%

BREAKDOWN OF COUNTRIES:

Page 3: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

16 & 17 June 2016 | Revere Hotel | Boston, MA. USA

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

We are delighted to announce the 5th SRP Americas Structured Products & Derivatives conference at The Revere Hotel in Boston on June 16 & 17, 2016. Following the tremendous success of last year’s event, we are excited to welcome you to a conference which is now an established part of a portfolio that includes London, Hong Kong, and Stockholm.As the structured products markets in the Americas absorb and attempt to interpret the insolvency rules included in the Financial Stability Board’s total loss absorbing capacity, or TLAC, SRP has convened a panel of regulatory experts to offer guidance on the degree to which this new international regulation will affect funding levels for banks when creating structured products.

International regulations are also being created for indices, the impact of which in relation to benchmarks are uncertain. Will the International Organisation of Securities Commissions, or Iosco capture strategy indices and also delta one products based on as few as two equities in its new rules? We have congregated a panel of the leading officials from the main index companies, including Alex Matturi, CEO of S&P Dow Jones Indices and Ron Bundy, CEO Benchmarks at FTSE Russell, along with practitioners to evaluate the potential effect of the benchmark regulations.

Maintaining an emphasis on the practical elements of the market, we have arranged panels that investigate innovations in product design, the degree to which volatility is manufactured in product form, as well as an assessment of how to handle this most complex of concepts.

Furthermore, we provide an insight into the way in which products are distributed to retail but also don wealth management and private banking channels. In addition, we are providing panels on insurance that delve into how products are created but also how they are distributed to this institutional markets.

The means of creating and disseminating products stand at the forefront of how structured products work, with the most recent emphasis on the development of technology that enables creators and distributors to manage efficiently while also considering how they might integrate platforms into their processes. Outside

the Americas, the development of these platforms is all the rage, with issuers and, slowly, the buyside taking an active interest in how they might gain access to a better variety of products in a more efficient and cheaper form.

As well as panels concentrating on environmental investing and the crucial art of asset allocation, we include a leaders’ panel at the end of day one, during which the major topics of the day will be discussed and debated by a panel of senior professionals who lead structured products for the region.

We look forward to your involvement in the debate and hope you enjoy the event as well as the awards ceremony that follows the end of the first day of the conference.

Regards,

Richard Jory [email protected]

A WORD FROM RICHARD JORY Global Head of Content SRP

Company TypeAnyone involved with:

• 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 • Pension Funds• Associations • Insurance Companies • Investment Banks • Law Firms

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

Platforms• Trading Companies • Wealth / Asset

Managers

WHO SHOULD ATTEND?

Page 4: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Americas Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

PROGRAM DAY 1

8.15 Registration and Welcome Coffee

9.00 WELCOME Jan Scibor-Kaminski, Managing Director, SRP

9.15 KEYNOTE ADDRESSJohn Stadtler, US Financial Services Leader, PwC

9.35 Global Market OverviewTiago Fernandes, Global Head of Data, SRP

10.00 Indices: proprietary and strategic• The crowded trade: is smart beta merely a dividend and low volatility play, and is it going out of fashion?• Benchmark regulation – how to interpret the new rules from Iosco.• Innovations in proprietary indices.Moderator: Richard Jory, Global Head of Content, SRP Panellists: Matteo Andreetto, CEO, Stoxx

Laurence Black, Managing Director, Head of Client Strategy and Solutions, Equity and Funds Structured Markets, BarclaysRon Bundy, CEO Benchmarks North America, FTSE RussellAlex Matturri, CEO, S&P Dow Jones IndicesRick Redding, CEO, Index Industry Association

10:40 Delivering innovation• Delivering returns in a low interest rate world.• Underlyings (green indices and smart beta).• Payoffs, wrappers.Moderator: Tiago Fernandes, Global Head of Data, SRPPanellists: Joseph Halpern, CEO & Founder, Exceed Investments

Fabrice Hugon, Senior Managing Director of Structured Products, Elkhorn InvestmentsSimon Letort, Deputy Head Financial Engineering for Americas, Societe GeneralSamuel Rosenberg, Managing Director, Head of Equity Derivatives Sales & Financial Engineering, Americas, Natixis

11.20 Coffee Break Sponsored by

11.50 Brazil• Did the creation of COEs mean the development of a structured products market in Brazil?• Can structured products survive in a high interest rate world?• How can you sell structured products without marketing?Moderator: Fabio Zenaro, Head of Product Development, CetipPanellists: Luciano Diaferia Angelo, Head of Derivatives and Structured Products, Itau Unibanco

Carlos Martin, Head of Sales, Structured Products Latin-America, CitiJose Eduardo Ferraz Sebastiao, Institutional Sales & Trading, XP Securities

12.30 STREAM 1: Market-linked distribution • Is regulation following the same path as in Europe?• Preferred products and favoured models for distribution.• DOL ruling implications.• Cutting-edge education.Moderator:Richard Jory, Global Head of Content, SRP Panellists:Sara Kunin, Executive Director, 3rd Party RetailStructured Products Desk, Morgan Stanley Glenn Lotenberg, Managing Director, Manager ofStructured Investments, IncapitalYinglu Zhang, Equity Derivatives 3rd Party NotesSales, Credit Suisse

STREAM 2: Market-linked opportunities: insurance • Overview of the market.• What are the drivers for Insurance Solutions and why do they differ?• What are the most innovative products created in the last year?• Opportunities for investment banks.Moderator: Sheryl Moore, President and CEO, Moore Market IntelligencePanellists:Dan Buermann, Director, Product & Business Development,Delaware Life Insurance Chad Chuang, Director, Annuity Product Development, AxaAlan Grissom, Global Head of Insurance, Vice President,Channel Management, S&P Dow Jones IndicesSteve Saltzman, Principal, Saltzman Associates

Page 5: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

16 & 17 June 2016 | Revere Hotel | Boston, MA. USA

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

13.10 Lunch

14.10 Wealth management and private bank distribution• Do private banking and wealth management products require complexity?• Which are the preferred product types and underlyings?• Is now the time to buy products linked to commodities?Moderator: Christopher Schell, Partner, Derivatives and Structured Products Group, Davis Polk & WardwellPanellists: Tom Balcom, Founder, 1650 Wealth Management

Matt Ginsburg, Executive Vice President, Head of Retail Sales & Marketing, Investment Solutions Group, Wells FargoNkonye Okoh, Executive Director, Head of Private Bank & Wirehouse Structured Product Distribution, JP Morgan Chase

14:50 Financial technology and dealer platforms for structured products• Blockchain technology: what can we learn and adopt from Bitcoin for the settlement and issuance of structured products. Will we need clearing houses?• What is the winning model: single or multi-dealer platforms?• How to make internal systems more efficient?• How to incorporate the requirements of regulation and compliance?• Clearing and settlement and documentation.• Technology-driven wholesaling.Moderator: David Wood, Managing Director, Head of Electronic Business Equity, Derivatives & Cross Asset, Societe GeneralePanellists: Jeffrey Billingham, Vice President, Processing, Markit

Russell Hackmann, President, Axio Financial Gerhard Meier, Managing Director, Global Head Deritrade Multi Issuer Platform, Bank Vontobel

15.30 The future is artificial• Using technology to generate returns.• The implications for structured products.• What is artificial intelligence and how clever is it?Gautham Sastri, CEO, iSentium

16.00 Coffee Break Sponsored by

16:30 Leaders’ forum: in conversation with leading manufacturers• How will TLAC affect the issuance of structured products; will any be bailed-in?• Creating special purpose entities for issuance.• Where does the time go? Risk control, product creation and governance, distribution, best practices, sales.• Structured products were built on a capital guarantee paradigm that is no longer relevant due to low interest rates: what is the correct response?• What product set needs to be created for a world in which interest rates rise? And what happens to products that are non-protected, income-based and linked to interest rates?• How to increase the size of the market.• Insurance products and selling to the insurance industry.Moderator: Richard Jory, Global Head of Content, SRPPanellists: Joseph Elmlinger, Managing Director, Head of Equity Derivative & Structured Product Sales, America, Societe Generale

Barbara Mullaney, Managing Director, Private Client Solutions, CitiMichael Nelskyla, Managing Director, Head of Investor Solutions, UBS Investment BankLarry Wilson, Managing Director, JP Morgan

17.20 Closing RemarksRichard Jory, Global Head of Content, SRP

17.30 Drinks Reception In support of

19.00 Awards Dinner

Page 6: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Americas Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

PROGRAMME DAY 2

8.30 Registration and Welcome Coffee

9.00 Regulatory keynote• Sales processes for complex products.• Due diligence on the sale of alternative investments products.• What are Finra’s priorities in rulemaking?• Which initiatives is Finra working on with SEC?Richard Vagnoni, Senior Economist, Emerging Regulatory Issues Department, Finra

9.30 The science of compliance and regulation• What are the implications of the Department of Labor fiduciary rules and how will a uniform standard be implemented?• What degree of complexity in structured products is suitable for retail investors?• What are the essential factors when deciding whether an investor is suitable and what products are appropriate?• What is the proper use for backtesting and how should it appear (or not) in product marketing and sales materials?Moderator: Richard Jory, Global Head of Content, SRPPanellists: Andrew Feller, Senior Counsel, Division of Enforcement, US Securities & Exchange Commission

Joseph Inzerillo, Managing Director & Senior Counsel, Legal Department, BNP ParibasRobert Risoleo, Partner, Corporate and Finance Group, Sullivan and CromwellChristopher Schell, Partner, Derivatives and Structured Products Group, Davis Polk & Wardwell

10:10 Asset allocation: Q&A with private bank investment strategist• What is the future for asset allocation and where do structured products fit?• Accumulation and decumulation.• Rethinking optimal.• Is active management dead?• Commodities? Pick your asset class.Christopher Dhanraj, Multi-Asset Investment Strategist, North America, Citi Private Bank

10.40 Coffee Break In support of

11.10 Environmental investing• Green investing – how socially irresponsible are you? • The wave has started and a new philosophy of investing has been created. • Do salespeople know what SRI is?Moderator: Richard Jory, Global Head of Content, SRPPanellists: Carly Greenberg, ESG Analyst, Walden Asset Management and President, Basic

Kelly Lee Tang, Director, ESG Research & Design, S&P Dow Jones IndicesTenzing Sharchok, Lead Financial Officer Capital Markets Department, World Bank Treasury Ben Webster, CEO & President, OWLshares

11.50 What is volatility and why buy it?• What just happened, and what happens next?• Managing and harnessing volatility.• How and in what form do hedge funds buy volatility?• What are some new volatility product ideas that could be considered?• Risk control and CPPI products – do they work in volatile markets?Moderator: Tiago Fernandes, Global Head of Data, SRPPanellists: Yevgeny Frenkel, Managing Director, Asset & Wealth Management, 1Oak Group

Paul Mende, Senior Lecturer, Finance Group, MIT Sloan School of ManagementJung Peel, Director, Investments, Navian Capital

12.30 Closing RemarksRichard Jory, Global Head of Content, SRP

12.45 Lunch

13.45 Conference Ends

Page 7: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Americas Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

SRP AWARDS

The SRP Awards are the industry’s most prestigious, designed to recognise the best buy- and sell side firms as well as identifying the best service providers and distributors. Join us for the evening to celebrate excellence across the Americas region and relax with a few drinks, excellent food and great entertainment. The Awards are based on a survey conducted with the relevant industry participants. To this, we add the knowledge that we have from the extensive data we collect, the in-house intelligence and the strength of relationships that come as a result of a decade of unstinting dedication across all continents and 80 markets.

SRPAWARDS

We only have 20 tables available!To book your table, please contact Joe Burris: [email protected] or +1 212 224 3458

Page 8: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

16 & 17 June 2016 | Revere Hotel | Boston, MA. USA

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

MANUFACTURER AWARDS

Best House, AmericasBarclaysBBVACitiGoldman SachsJP Morgan

Best House, US BarclaysCitiGoldman SachsJP MorganSantander

Best House, CanadaBank of America-Merrill LynchBMO FinancialBNP ParibasJP MorganScotiabank

Best House, Latin AmericaBBVACitiJP MorganMonexMorgan Stanley

Best House, MexicoBBVAMonexMorgan Stanley

Best House, EquitiesBarclaysBBVACitiJP MorganScotiabank

Best House, CommoditiesBarclaysCitiJP MorganMonexMorgan Stanley

Best House, Foreign ExchangeBarclaysBBVABMO FinancialMonexScotiabank

Best House, Interest RatesBBVACitiSantander

DISTRIBUTOR AWARDS

Best Distributor, AmericasBank of America-Merrill LynchBarclaysCredit SuisseGoldman SachsJP Morgan

Best Distributor, USBank of America-Merrill LynchBarclaysCredit SuisseGoldman SachsJP Morgan

Best Distributor, Canada BMO FinancialCIBCDesjardins GroupNational Bank of CanadaRBC

Best Distributor, Latin AmericaBBVAItauMonex

Best Distributor, MexicoBBVACitiMonex

Best Distributor, ChileBanchileBBVABCI

Best Distributor, BrazilCitiItauSantander

Best Private Bank, Americas BNP ParibasCredit SuisseItauJP MorganSantander

Best Capital Protected Distributor, Americas Bank of America-Merrill LynchBBVADesjardins Group

Best Yield Enhancement Distributor, Americas Bank of America-Merrill LynchBarclaysCredit SuisseGoldman SachsMonex

Best Performance, USBank of America-Merrill LynchBarclaysGoldman SachsMorgan StanleyRBC

Best Performance, Canada BMO FinancialCIBCDesjardins GroupNational Bank of CanadaRBC

Best Performance, MexicoBBVACitiMonex

Best Performance, Latin AmericaBBVAMonexSantander

Best Performance, ChileBanchileBBVABCI

Best Performance, BrazilCitiItauSantander

SERVICE PROVIDERS

Best Index ProviderBM&F BovespaBolsa Mexicana de ValoresNYSE

S&P Dow JonesStoxx

Best Single-Dealer PlatformBarclays – BarxBNP Paribas - Smart DerivativesCredit Suisse - My SolutionsDeutsche Bank – AutobahnJP Morgan – Nexus

Best Law FirmAllen & OveryDavis Polk & WardwellJones DayMorrison & FoersterSullivan & Cromwell

Best Proprietary Index ProviderCitiJP MorganMorningstarS&P Dow JonesStoxx

Best ExchangeBolsa Mexicana de ValoresCetipChicago Board Options ExchangeCME GroupNew York Stock Exchange

Best Technology ProviderBloombergIBMMurexNumerixThomson Reuters

OTHER AWARDS

Best ETF HouseBarclays iPathBlackrockBMO Asset ManagementCredit SuisseJP Morgan

Best Educational InitiativeSubject to Awards panel

Best Insurance DealSubject to Awards panel

Best Private Banking DealSubject to Awards panel

SRPAWARDS

The Americas Awards Shortlist 2016

JP MorganGoldman Sachs

Deal of the YearSubject to Awards panel

Page 9: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

Americas Structured Products & Derivatives Conference

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

Sponsor Profiles

BRONZE SPONSORS

HSBC Holdings plc, the parent company of the HSBC Group, is headquartered in London. The Group serves customers worldwide from more than 6,000 offices in 71 countries and territories in Europe, Asia, Middle East, North Africa, North America and Latin America. HSBC, through its Structured Products Sales (SPS) group, is a leader in the distribution of retail structured products in the US. Our cross-asset class platform delivers structured investment solutions through a full range of formats including registered notes, EMTNs, MTNs, Certificates of Deposit and Warrants. HSBC has been recognized by StructuredRetailProducts.com in the past as the Best Equities House in the Americas (2013) and Best Sales, Best Performance and Best Overall Provider in the Americas (2012). HSBC has also been recognized by Greenwich Associates as the US Retail Structured Products Quality Leader for the past seven years. For more information, please visit: www.hsbc.com

Davis Polk is a global law firm with offices strategically located in the world’s key financial centers. For more than 160 years, our lawyers have advised industry-leading companies and global financial institutions on their most challenging legal and business matters. Davis Polk ranks among the world’s preeminent law firms across the entire range of its practice, which spans such areas as capital markets, derivatives and structured products, mergers and acquisitions, credit, antitrust and competition, litigation and enforcement, private equity, tax, financial regulation, investment management, insolvency and restructuring, executive compensation, FinTech, intellectual property and technology, real estate, and trusts and estates. Davis Polk has approximately 900 lawyers in offices located in New York, Menlo Park, Washington DC, São Paulo, London, Paris, Madrid, Tokyo, Beijing and Hong Kong. For more information, please visit: www.davispolk.com

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than based on any other provider in the world. With over 1,000,000 indices and more than 120 years of experience constructing innovative and transparent solutions, S&P Dow Jones Indices defines the way investors measure and trade the markets. S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, please visit: www.spdji.com

Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 47,760 people. The registered shares (CSGN) of Credit Suisse’s parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. For more information, visit www.credit-suisse.com

UBS Investment Bank provides corporate, institutional, and wealth management clients with expert advice, innovative financial solutions, outstanding execution and comprehensive access to the world’s capital markets. It offers investment banking advisory services and access to international capital markets, and provides comprehensive cross asset research, along with access to the equities, foreign exchange, precious metal and rates and credit markets. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities. Our Investor Client Services division provides quality insight, analytics, liquidity, execution, post-trade services as well as wide partnership in fund investments and distribution capabilities for clients. For more information, please visit: www.ubs.com

SILVER SPONSOR

Citi, a leading global bank, does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Among the many innovations Citi offers to individual and institutional investors are notes, deposits, OTC derivatives, funds, rules-based investment strategies and more. Citi’s investments are designed to meet a range of financial goals, including yield enhancement, hedging portfolio risk and access to global markets. For more information, please visit: www.citi.com, www.funds.citi.com and www.citifirst.com

Page 10: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

16 & 17 June 2016 | Revere Hotel | Boston, MA. USA

Register now at: www.StructuredRetailProducts.com/americas Call: +1 212 224 3458 or Email: [email protected]

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

J.P. Morgan’s 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 $20.3 trillion of assets under custody and $358.9 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. For more information, please visit: www.jpmorgan.com

Nasdaq Global Information Services (GIS) leverages reliable, scalable technology and robust distribution channels to provide comprehensive benchmarks and market data solutions across asset classes and regions. Our indexes support financial product sponsors across a wide-spectrum of investable products and provide tools for asset managers to measure risk and performance. Our diverse index families include Dorsey, Wright & Associates; AlphaDEX®, Nasdaq Dividend AchieversTM, Global Equity, BulletShares®, Nordic, Green Economy, Commodity Indexes and more, all based upon rules-based, transparent indexes. Our full-service offering includes index calculation, design and ETP listings. For more information please visit: www.business.nasdaq.com/indexes

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

In addition to online articles updated daily and regular magazine issues, IFLR offers global surveys, reports on sectors, products and countries in developed, emerging and frontier markets.For more information, please visit: www.IFLR.com/about-us

AfriKids is a partnership between AfriKids (UK), registered in 2002, and AfriKids Ghana. We have a shared goal to ensure the basic rights of every child in the Upper East Region (UER) of northern Ghana are met by empowering and building the capacity of local people. Our work ranges from the more traditional children’s projects including foster homes, schools and street child centres to more ground-breaking initiatives which tackle complex cultural issues including child trafficking, child labour and the spirit child phenomenon (SCP). AfriKids Ghana are working towards complete financial and managerial independence, at which point AfriKids (UK) intends to end its fundraising operations.For more information please visit: www.afrikids.org

EXHIBITORS

MEDIA PARTNER

AFFILIATED CHARITY

Sponsor Profiles

Page 11: Americas Structured Products & Derivatives Conference · PDF fileHead of Equity Derivatives & Structured Product Sales, Americas Societe Generale Dayna Kleinman Senior Vice President,

16 & 17 June 2016 | Revere Hotel | Boston, MA. USA

Call: +1 212 224 3458 or Email: [email protected]

3 EASY WAYS TO REGISTER

REVERE HOTEL BOSTON COMMON200 Stuart St, Boston, MA 02116, United States Phone: +1 617 482 1800Fax: +1 617 451 2750 SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Boston. 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

All the sessions I attended were very informative. Interesting and practical information was shared, together with cutting edge insights as to where we may be heading in the future. It was great to see so many industry specialists gathered in the one place.

Counsel, Clifford Chance

\

SECURE YOUR PLACE NOW AND SAVE UP TO $2,399!

It was very interesting and also great fun!

Director, OIC Options Industry Council

1. Online www.StructuredRetailProducts.com/americas

2. Call us at +1 212 224 3458

3. Email us at [email protected]

BUYSIDE ONE PASS

$999 includes awards pass

Sellside companies include:

Investment Banks, Law Firms, Exchanges / Clearing Houses, Tech Companies, Consultancy Accounting Companies, Index Providers, other service providers

Buyside companies include:

Retail Banks, Private Banks, Asset Managers, Fund Managers, Life Insurance Companies

Prices are subjected to VAT if applicable

BUYSIDE 3 FOR 2 OFFER

$1,998 SAVE $999includes awardspasses

SELLSIDE 3 FOR 2 OFFER

$4,798SAVE $2,399

SELLSIDE ONE PASS

$2,399

BEST VALUE

BEST VALUE

The depth and breadth of topics and speakers allows SRP to remain topical and the best conferences for getting ahead of the curve.

The conference sets a high benchmark in providing the buy-side with a comprehensive insight into the industry’s challenges and opportunities.

Director, Fiduciam

Excellent networking, interesting panels and relevant topics. The SRP team was very informative and useful as always.

Director, Nasdaq