4th Nordic Structured Products & Derivatives Conference 2018

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1 @Structured Retail #SRPNordic 4th Nordic Structured Products & Derivatives Conference 2018 Grand Hotel Stockholm 13 September 2018 Silver Sponsor Bronze Sponsor Associate Sponsor Exhibitor Supporting Partner

2 WHAT TO EXPECT ACROSS THE EVENT 4 TH NORDIC STRUCTURED PRODUCTS & DERIVATIVES CONFERENCE Join 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. 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. WHO WILL YOU MEET? Breakdown of 2017 attendance: Nordic 46% 64% Decision-Makers 38% BUYSIDE Rest of Europe 54% 30 Speakers 62% SELLSIDE 120+ Delegates Expected Register now at:

3 WHO SHOULD ATTEND? Anyone involved with: 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 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 WHY YOU SHOULD ATTEND? Join senior representatives from investment banks, wealth managers, product distributors, asset managers, regulators, product developers and actuaries to: 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. Call: +44(0) Jose@StructuredRetailProducts.com

CELEBRATING 15 YEARS OF SRP CONFERENCES 2003 Dr Robert Benson PhD, MSc, BSc (Eng) launches Structured Retail Products 2007 SRP becomes the largest structured products database in the world 2009 The

4 CELEBRATING 15 YEARS OF SRP CONFERENCES 2003 Dr Robert Benson PhD, MSc, BSc (Eng) launches Structured Retail Products 2007 SRP becomes the largest structured products database in the world 2009 The credit crunch and economic downfall had a huge impact on structured products % of the public surveyed had very little to no knowledge about structured products (SRP Street Poll) Our second conference focused on the evolving market for structured retail products in Europe 2011 SRP acquired by Euromoney Institutional Investor 2013 New laws begin impacting the ability of providers to distribute products in many markets (PRIPS, PD, RDR, etc.) 2017 South Korea becomes the biggest structured products market by issuance Inaugural Europe Structured Products Conference SRP becomes the leading online information resource for the global structured products market Lehman Brothers Collapse Structured products market declined by 27% million products in SRP s database Beginning of ECB Quantitative Easing million products in SRP s database

Conference Thursday 13 th September Women in Structured Products 08.

5 Conference Thursday 13 th September Women in Structured Products Registration & Breakfast 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 Chairman s Overview Richard Jory, Global Head of Content, SRP Keynote Address: Understanding the ESG Landscape and Where it s Headed This 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 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 Anders Malm, Partner, Harvestadvokat Tero Oikarinen, Market Supervisor, Finanssivavonta (FIN-FSA) SRP Reveals - Global and Nordic Market Overview The 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 Networking Break 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 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? Henrik af Donner, Co-Head Nordic Markets, Axa Investment Managers Michael Bondegard, Head of Distribution, Nord Fondkommission Fabian Colin, Head of Sales, Solactive Achim Karle, Global Equity & Index Sales, Eurex Register Register now now at: at:

12.30 Lunch Lunch Time Training: How structured products fit in a portfolio Tiago Fernandes, Managing Director, SRP 13.45 Who is Providing The Return?

6 12.30 Lunch Lunch Time Training: How structured products fit in a portfolio Tiago Fernandes, Managing Director, SRP 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? Charlotte Bergwell Nilsson, Chief Executive Officer, Nord Fondkommission Fredrik Langley, Founding Partner, Strukturinvest Ilkka Väkeväinen, Director, Structured Debt and Investment Solutions, Taaleri 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 Mikael Axelsson, Chief Executive Officer, Garantum Peter Haage, Head Of Structuring, Structured Investments, Mangold Heikki Ruoppa, Global Head of Investment Solutions, Danske Bank Carl Johan Stackell, Head of Private Banking North & Head of investment offerings SE, Nordea Private Banking Networking Break 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? Roni Gani, Lead Account Manager, Nasdaq Stockholm Alex Lenhart, Chief Representative, London and Chicago Office, SGX 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. Dirk Hess, Director, Co-Head EMEA Public Listed Products Sales & Distribution, Citigroup Global Markets Deutschland Gidon Jerome Kessel, Head of Structured Products, UOB Georg von Wattenwyl, Chairman, SSPA, Global Head Financial Products, Advisory & Distribution, Vontobel Call: +44(0) Jose@StructuredRetailProducts.com

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?

Per Akerlind, CFP & Head of Capital Markets, Swedish Export Credit Corporation Mikael Axelsson, Chief Executive Officer, Garantum Jacob Bolinder, Head of SPIS - Swedish Structured Investment

00 SRP s Nordic Awards Ceremony SRP s Nordic AWARDS CEREMONY The first day of the conference will be followed by the highly anticipated Awards Ceremony.

As the industry s most prominent awards ceremony, it is a must attend event.

7 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? Per Akerlind, CFP & Head of Capital Markets, Swedish Export Credit Corporation Mikael Axelsson, Chief Executive Officer, Garantum Jacob Bolinder, Head of SPIS - Swedish Structured Investment Proudcts Association Joakim Bornold, Saving Economists, Nordnet Bank Closing Remarks Richard Jory, Global Head of Content, SRP Drinks Reception SRP s Nordic Awards Ceremony 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: GAIN PUBLIC RECOGNITION With brand-building amongst the top Indexed Insurance players GAIN COMPETITIVE ADVANTAGE From attending the event you will be one of the first to know which companies are leading the industry this year HOST YOUR CLIENTS and thank them for a successful partnership THANK YOUR TEAM and 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. Register now at:

Nordic Structured Products & Derivatives Conference 2018 SECURE YOUR PLACE NOW: BUYSIDE: Early Bird (Valid until 17 August 2018) Conference & Awards Ceremony 249 Save 50 3-4-2 Conference & Awards

Account Manager Joe@StructuredRetail Products.

Buy-side companies include: Retail Banks, Private Banks, Asset Managers, Fund Managers, Life Insurance Companies Prices are subjected to VAT if applicable 3 EASY WAYS TO REGISTER 1. Online www.

8 Nordic Structured Products & Derivatives Conference 2018 SECURE YOUR PLACE NOW: BUYSIDE: Early Bird (Valid until 17 August 2018) Conference & Awards Ceremony 249 Save Conference & Awards Ceremony 498 Save 100 Full Price Conference & Awards Ceremony Conference & Awards Ceremony 598 SELLSIDE: For sponsorship opportunities and sellside passes please contact Jose Erasun EMEA Account Manager Products.com +44 (0) 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 EASY WAYS TO REGISTER 1. Online 2. Call us on +44(0) us at Jose@structuredretailproducts.com "The conference provides us with a detailed transversal picture of our market and its direction." Exceed Capital Venue Information GRAND HOTEL Södra, Blasieholmshamnen 8, Stockholm, Sweden Phone: 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. Register now at:

5 th Asia-Pacific Wealth Management & Fintech Conference 2018

5 th Asia-Pacific Wealth Management & Fintech Conference 2018 Sofitel Singapore City Centre Hotel Singapore 17-18 April 2018 @Structured Retail Products @SRP_Insider #SRPAPAC Exhibitors Media Partners