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8/8/2019 SPA_Autumn_Expo_Agenda_2010-Oct-18 - DISTRIBUTION
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8:00-9:00 A
9:00-9:45 A
9:45-10:30 A
10:30-10:45 A
10:45-11:30 A
11:30 A-12:15 P
12:15-1:30 P
DRAFT AGENDA – (Subject to Internal Approvals)
MORNING SESSION
REGISTRATION
LEAGUE TABLES AND BEST-SELLING STRATEGIES
The Year So Far and the State of the Industry
• Joe Burris, StructuredRetailProducts.com
• Samson Koo, Barclays Capital• Serge Troyanovsky, BNP Paribas
• Srikant Dash, Standard & Poor’s Indexes
THE REGULATORY LANDSCAPE:
Post-Credit Crisis Perspectives from Regulators, Compliance and Industry
• Lloyd Altman, Accenture
• Richard Vagnoni, FINRA
• (2 other speakers pending internal approval)
MORNING BREAK
MARKETING AND DISTRIBUTION –
PART I: HNW, Retail, Family Office
• Angelo Robles, Family Office Association
• Jason Wilson, Incapital
• Eric Gretscher, Regatta Investments
• (1 other speaker pending internal approval)
MUTUAL FUNDS AND STRUCTURED PRODUCTSNew Distribution Opportunities
• Cindy Zarker, Cerulli Associates
• Jose Cosio, AllianceBernstein
• Stephane Rougier, Aviva Investments
• (1 other speaker pending internal approval)
LUNCH
Register today at structuredproducts.eventbrite.comor email [email protected]
Monday, October 18, 2010 NYC’s AXA-Equitable Center
AutumnutumnExpoxpo 2010010
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1:30-2:15 P
2:15-3:00 P
3:00-3:15 P
3:15-4:00 P
4:00-5:00 P
5:00-6:15 P
DRAFT AGENDA – (Subject to Internal Approvals)AFTERNOON SESSION
LEGAL/REGULATORY/COMPLIANCE ROADMAP
Does the Dodd-Frank Bill Create Vast New Opportunities for the Industry?
• Anna Pinedo, Morrison & Foerster
• Andrea O’Toole, Nomura Securities
• (3 others TBA subject to internal approvals)
MARKETING AND DISTRIBUTION - PART II: INSTITUTIONSInsurance Companies, Pension Plans, Hedge Funds and more
• Ann Gorman, Credit Suisse
• Saul Stepner, Numerix
• Tim Andrews, Scotia Bank
• Todd Hammer, Hammer Financial
• (1 other speaker pending internal approval)
AFTERNOON BREAK
THE PATH FORWARD: STRUCTURED PRODUCTS
Mainstreaming the Investment Class and Communicating the Message
• Deirdre Fretz, Bloomberg News
• Eric Gretschner, Regatta Investments
• Lori Pizzani, StructureRetailProducts.com
• Renee Rossi, Weber Shandwick Worldwide
• Tim Mortimer, Future Value Consultants / StructuredEdge.com
THE SCORECARD for 2010 and the FORECAST for 2011:
STRUCTURED PRODUCTS BY ASSET CLASSCommodities 1 Equities 1 Rates 1 Funds 1 New Indexes
• Eric Miller, HSBC
• Gladys Zacchino, Deutsche Bank
• Kristen Bitterly, Citigroup
• Philippe Comer, Barclays Capital
• (2 more TBA, subject to internal approvals)
AUTUMN/EXPO COCKTAIL RECEPTION
Register today at structuredproducts.eventbrite.comor email [email protected]
Monday, October 18, 2010 NYC’s AXA-Equitable Center
AutumnutumnExpoxpo 2010010
8/8/2019 SPA_Autumn_Expo_Agenda_2010-Oct-18 - DISTRIBUTION
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BLOOMBERG BUSINESS WEEK:
STRUCTURED PRODUCTS REVENUES
OUTPERFORM IPO REVENUES YTD IN 2010
The Sixth Annual SPA AutumnExpo on Structured Products
Distribution will provide over 40 unique speakers on theopportunities for growth in the rapidly recovering structured
investments market.
On Monday, October 18, the SPA’s AutumnExpo2010 will
bring the bring the distribution world together with product
providers at a new venue, the AXA-Equitable Center in
New York. This year’s event features:
• The results of the first annual CERULLI-SPA Mutual
Fund Convergence Survey on structured products
• The latest from the regulatory, legal and compliance
fronts. Developments following the enactment of Dodd-
Frank, and the enhanced regulatory scrutiny in the U.S. for
structured investments.
• Breakthrough strategies that drove the markets to record
volumes – ETNs, autocallables, reverse convertibles,
fund-linked strategies, dynamic indexes, notes, and more.
• Opportunities with Family Offices, Pensions and
Foundations, Retail and Insurance Strategies
Attendees of SPA conferences provide rave reviews of the
intelligence presented at the events, and more importantly,
how new business gets done as a direct result of the events.
We look forward to hosting you at AutumnExpo2010
With best regards,
The SPA AutumnExpo Executive Committee
Contact SPA.AutumnExpo @ gmail.com or call 917-612-1896.
SPA AutumnPA AutumnExpoxpo2010010
6th Annual AutumnExpo on
Structured Products Distribution:October 18, 2010 / NYC’s AXA-Equitable Center
Register today at www.structuredproducts.eventbrite.com
or email [email protected]
