Radisson Blu Portman Hotel | London | 5-7 February 2019

SRP Europe Conference 2019

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WELCOMEOn behalf of SRP, I would like to extend a warm welcome to the 16th SRP Europe Conference, which will be held from February 5 to 7, 2019 in London, UK. This event is the premier global forum for structured products, how they are created and distributed, what the product trends are and the regulation to navigate.

As Brexit lurches closer towards reality, the structured products industry is confronted by enormous change, not just in regulation, but also in technology as well with macroeconomic challenges. To cope with these challenges, we will provide an open discussion of how best to adapt and face the future.

At this year’s event, we’re opening a debate that is close to our hearts. We are asking our industry to be at the forefront of the finance, a mission that includes an open discussion on how we can empower women in structured products.

Starting with an insight into the workings of Artificial Intelligence and Digital Disruption in the world of investment, you will be informed of the benefits of AI and the approaches that different banks are taking to this innovative technology.

The event will also showcase analytical research from SRP’s Global and European data, highlighting the successes of the last year, as well the latest trends in structured products.

During the two-day event, we will also showcase and listen to the leading lights of the structured products, who will cover the latest developments in indexing and technology, as well as the intelligence you need about the different distribution channels, and the challenges they face.

On the final day of the conference, we’re giving our stakeholders the opportunity to listen to the Top 5 ideas in our industry, and to listen to the views and ideas from professionals based outside Europe. We will end the conference with a derivatives strategists’ panel, where experts will present their risks as well as the positions they are taking in the coming months.

We’re building the biggest gathering in the structured product industry because everyone loves structured products, even those that don’t know they do yet!

Best regards

Tiago FernandesManaging Director | SRP

“SRP is one of the best conferences in the financial industry” DESJARDIN

SRP, part of the Euromoney Group and the only global source of industry intelligence (covering 19 million products in 79 markets worldwide), runs events which are renowned for attracting the best of the buy- and sellside and providing an annual meeting place for issuers, distributors, advisors, index providers and regulators.

WHY ATTEND?The longest-running Structured Products Conference. SRP Europe 2019 is set to bring together more than 300 senior-level delegates from 114+ companies from over 23 countries worldwide. As the longest-running Structured Products & Derivatives Conference in the world, SRP Europe is a must–attend annual conference senior representatives from local and international investment banks, insurance companies, retail & private banks, asset managers, hedge funds, IFAs, law firms, regulators, index providers, exchanges and the wider derivatives market to debate the most relevant and important topics facing the Structured Products & Derivatives industry.

The two-day Conference is preceded 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. With experience from hosting the longest-running conferences in the world, you are guaranteed invaluable insight and great networking opportunities.

Rest of World

5%

Rest of Europe

34%

United Kingdom

61%

73%OF DECISION MAKERS

23COUNTRIES REPRESENTED

270+ATTENDEES

110+COMPANIES REPRESENTED

08.00 Registration & Breakfast

Empowering Women in Structured Products: breakfast and talks SRP is eager to inspire and connect women in Structured Products, who are or would like to become resilient, inclusive, ambitious, confident and responsible leaders. We are enthusiastic about equipping women to help them achieve career goals. Please come and join the private networking session to engage in discussion.

08.50 Welcome

Tiago Fernandes, Managing Director, SRP

09.00 Keynote Address: AI & Digital Disruption in the Investment World?

• What are the biggest benefits of AI in finance and investments?• How are banks approaching AI? Does using AI introduce new risks?• What type of knowledge and experience will remain valuable in the AI age?• Will blockchain disrupt financial markets, including post-trade clearing and settlement for derivatives?• Where is innovation happening now and which areas are next?

Matthew Griffin, Fanatical Futurist, 311 Institute

09.30 Global Market Overview

Tiago Fernandes, Head of Research, SRP

09.50 Multi-Factor Investing in the Future

• What is the benefit of a multi-factor strategy? Are there any pitfalls?• Is factor investing and smart beta the same?• Can multi-factor strategies be any better than single asset classes?• How do multi-factor strategies meet different investment goals and what are the most used combinations?• Can multi-factor investing be applied with ESG strategies? Are they coming together?• Are multi-factor strategies wrapper agnostic? Are they better delivered via passive or active investments? Panellists:

David Barron, Head of Index Equity and Factor-based Investing, Legal & General Investment Management

Andrew Dougan, Director, Research & Analytics, FTSE Russell Inderpal Gujral, Managing Director, Head of Product, Stoxx

Andrew Innes, Associate Director, Global Research & Design, S&P Dow Jones Indices

Simon Karaban, Head of Index Services, Singapore Exchange Etienne Vincent, Global Head of Quantitative Management, BNP Paribas Asset Management

10.40 Networking Break

CONFERENCE AGENDA DAY ONE: WEDNESDAY 6 FEBRUARY

BATTLE OF THE FINTECHS

For the first time, SRP are hosting a battle of the Fintech

In the fast developing market, it’s hard to keep up with the latest in Fintech. So this year, SRP want to showcase the latest and greatest, at the 16th SRP Europe 2019, introducing SRP Battle of the Fintech. The SRP Battle of the Fintechs is a series of fast, live demos, no PowerPoint, no videos, just real products, in action on stage.

Additionally, one presenting company will take home the new and exclusive title of ‘SRP’s Battle of the Fintechs Winner 2019’.

If you would like to demo your product in front of 300 industry experts, apply now! Submissions will be reviewed and the 5 winning submissions will be announced on the 23rd January.

Places are limited, so get your applications in early!

11.10 Future of Investing: Distributor’s Perspective

A presentation followed by workshop with the top distributors discussing how to develop the European structuredproducts market• How are private banks and wealth managers managing the regulations?• What are the greatest challenges around distribution? • What private banks and institutional investors will need from the manufacturers?• How digitalisation impacts your business and your distribution model?• Is robo-advising the future of advice?

Panellists: Michelle Bates, Head of Capital Markets and Advisory Solutions, UK and Jersey, UBS Wealth Management Tristan Blood, Managing Director, Private Wealth Management, Goldman Sachs Jeremie Vuillard, Global Head of Advisory, Societe Generale Private Banking

11.50 Platforms in Europe – Competitive Landscape through Demos

Battle of the FinTechs: Live on stage demos presented by leading platforms

Moderator: David Wood, Managing Director, Head of Electronic Business Equity, Derivatives & Cross Asset, Societe Generale Panellists: Nicolas Gaumont-Prat, Co-Founder, Managing Director, RiverRock Technology Solutions

Géraldine Laussat, Head of Structured Products, RFQ Platforms, ITG

12.30 Digital Advising: Will it Increase the Use of Structured Products?

• Robo-advising – appealing to the younger generation?• What are the current implementation challenges in structured products? • Why digital banking and robo-advice are pairing up?• Can hybrid service be the way forward?

Moderator: Matthew Griffin, Fanatical Futurist, 311 Institute

13.05 Lunch

14.10 SRP Presents: ESG Report

14.40 ESG Strategies

• Feel good versus performance• How to apply ESG considerations to smart beta? Are they being combined?• What do different client segments want from ESG investing? • Can we solve older generations’ ESG dilemma with bonds?• What are the best practice strategies for scale and investor engagement?• The implementation of national and international ESG standards. Does the market need a specific ESG framework at EU

level? The pitfalls of applying the ESG label

Panellists: Mikael Axelsson, Chief Executive Officer, Garantum Willem Keogh, Director, Senior Product Development Manager, Stoxx Isabelle Millat, Head of Sustainable Investment Solutions, Global Markets, Societe Generale Hong My Nguyen, Green & Sustainable Hub Investment Solutions, Natixis Thomas Wulf, Secretary General, EUSIPA

15.20 Best RegTech for Derivatives?

• What technology firms need to meet structured products regulatory requirements?• Connecting technologists with business through creating solutions to actual problems• PRIIPs & KIDs one year later and what comes next• Navigating benchmark regulation

Panellists: Stefan Reininger, Managing Partner & Head of Software, LPA Mathias Strasser, Founder and Chief Executive Officer, Wallstreetdocs

16.00 Networking Break

16.20 Big Debate: Structured Products against ETFs, Mutual and Hedge Funds

Pound for pound, what is the best value proposition for retail investors? Panellists: Matthew Griffin, Fanatical Futurist, 311 Institute John Manh, Deputy Head investment Solutions, La Banque Postale Asset ManagementMarcus Miholich, Managing Director, Head of Capital Markets, SPDR ETF, EMEA & APAC, State Street Global Advisors Edward Senior, Partner, Fortem Capital Nicholas Soerensen, Vice President & Senior Product Manager, Capital Markets, Deutsche Bank Wealth Management

16.55 Leaders’ Forum: The Brexit Question

• Brexit: Will back to back smooth turbulent waves?• PRIIPs: How good is distributor feedback; is it working?• Waiting for the European Commission’s review of PRIIPs• Autocallables: the good and then the bad Panellists: Delphine Robertson, Co-Head EMEA Equity Derivatives Specialist Structuring, JP Morgan

17.30 Closing Remarks

Amelie Labbe, Global Head of Content, SRP

17.40 Drinks Reception

19.00 Awards Dinner & Ceremony

The SRP European Structured Products & 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.

Please note, the Awards Dinner & Ceremony is a separately bookable event. To book your awards table, please contact Kris Deslagmeulder Kris@StructuredRetailProducts.com | +44(0)20 7779 8201

E U R O P E A W A R D S C E R E M O N Y 2 0 1 9The first day of the conference will be followed by the highly anticipated Awards Ceremony. SRP’s Europe Structured Products &

Derivatives Awards are designed to recognise the best buy and sell-side companies as well as the best service providers and distributors. Being the award that matters to the industry, it is a must attend event.

Reasons to Attend:

GAIN PUBLIC RECOGNITIONWith brand-building amongst

Europe’s top Structured Products & Derivatives 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

THANK YOUR TEAMand show your appreciation for all their hard work with a glamourous

high-profile evening

Join us for the evening to celebrate the best in the industry, relax with a few drinks, excellent food and great entertainment.

08.30 Registration & Breakfast

09.30 Keynote Address: Brexit Simon Gleeson, Partner, Clifford Chance

09.50 SRP Talks: New Product Development

TED-style talks: speakers presenting 5 best product ideas and themes on structured products

10.30 The View from Around the World in 80 Payoffs

• What can European market learn from other regions?

Panellists: Christopher Schell, Partner, Derivatives and Structured Products Group, Davis Polk & Wardwell

11.10 Networking Break SRP country market reviews – please visit SRP stand for schedule

11.40 Profiting from Volatility and Using Options Wisely

• Why isn’t volatility more volatile?• Battle of the quants: algorithms & volatility

Panellists:

Elie Geagea, Head of Equity Structuring Desk - Paris, HSBC Sander van Zelm, Head of Institutional Trading for Europe, Optiver Tom Karlsson, Head of European Options Sales, Susquehanna International Group

12.20 Presentation: How can Distributed Ledger Technology be used to improve the Sale and Delivery of Structured Products?

12.40 Regulation Roundtable

• PRIIPs and MIFID 2 post-implementation: how are we doing?• Navigating benchmark regulation and Libor/Euribor chaos• How Brexit influences markets and regulation, domestically and internationally?• The rise of fintech and how we regulate AI?

Moderator: Amelie Labbe, Global Head of Content, SRP Panellists: Veerle De Schryver, Director, Transversal supervision on financial products, FSMA (Belgium) Timothy Walters, Expert on Consumer Protection, European Insurance and Occupational Pensions Authority (EIOPA) Harriet Hunnable, Head of Benchmarks Policy Team, FCA

13.20 Chairman’s Closing Remarks Amelie Labbe, Global Head of Content, SRP

13.30 Lunch and End of the Conference

CONFERENCE AGENDA DAY TWO: THURSDAY 7 FEBRUARY

INTRODUCING

SRP TALKSAt SRP, we’re always looking for new voices, new ideas and new ways to help provide solutions for challenges the Structured Products industry faces - and so we are pleased to announce the launch of SRP Talks panel.

SRP Talks is a TED-style talks presentation opportunity, for you to present any idea, showcase a new product or solution etc around structured products to over 300 industry experts.

Submissions will be reviewed and the 5 winning submissions will be announced on the 23rd January.

The first SRP Talks will take place at the 16th SRP Europe 2019 Conference, where we will have a series of 10 minute presentations, live demos on stage.

The only rule before your submit your idea: Ensure the topic is related to structured products.

PLACES ARE LIMITED, SO GET YOUR APPLICATIONS IN EARLY!

PREVIOUS SPONSORS OF SRP EVENTS

SECURE YOUR PLACE NOWSave up to £250 off the standard registration price if you register by 31 December

Buyside Early Bird Rate (31 December 2018)

Buyside Full Price

Single Conference Pass £249 (save £250) £499

3 for 2 Conference Passes £499 (save £500) £999

Call us on +44(0)20 7779 8201or

VENUE

RADISSON BLU PORTMAN HOTEL  22 Portman Square, Marylebone, London W1H 7BG

T: 020 7208 6000www.radissonblu.com/en/hotel-london

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.

For Sellside Passes, please contact Kris@structuredretailproducts.com

E V E N T S C A L E N D A R

1200+TOTAL NO OF DELEGATES

48%C-LEVEL DELEGATES

430+NO OF COMPANIES

60%BUYSIDE ATTENDANCE