5 th Asia-Pacific Wealth Management & Fintech Conference 2018

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1 5 th Asia-Pacific Wealth Management & Fintech Conference 2018 Sofitel Singapore City Centre Hotel Singapore April Retail #SRPAPAC Exhibitors Media Partners

5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 WHAT TO EXPECT ACROSS THIS THREE DAY EVENT 5 TH ASIA-PACIFIC WEALTH MANAGEMENT & FINTECH CONFERENCE Join senior representatives

2 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 WHAT TO EXPECT ACROSS THIS THREE DAY EVENT 5 TH ASIA-PACIFIC WEALTH MANAGEMENT & FINTECH CONFERENCE Join 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 space to debate the most relevant topics facing the industry today. See page 6 for full programme. NETWORKING OPPORTUNITIES Network with the Structured Products and Alternatives industry throughout the two days and at our celebratory Awards Ceremony. CPD ACCREDITED DERIVATIVES MASTERCLASS Gain a thorough grounding in Structured Products & Derivatives through our CPD accredited workshops run with the support of Tiago Fernandes. See page 5 for more information. WHO WILL YOU MEET? Breakdown of 2017 attendance: 50% SELLSIDE Europe 12% Rest of Asia 22% 73% Decision-Makers 33 Speakers 50% BUYSIDE Singapore 66% 150 Delegates Expected

3 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 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 "...a very professional event with lots of insight into the industry on all different levels!" Managing Director, Commerzbank WHY YOU SHOULD ATTEND? Join senior representatives from investment banks, wealth managers, product distributors, asset managers, regulators, product developers and actuaries to: Gain a thorough grounding in Structured Products through CPD-accredited workshops run by independent experts. 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. Network with the Wealth Management & Fintech industry throughout the Conference and at our Awards Ceremony. Call: +44 (0) Remy@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 2011 SRP acquired by Euromoney Institutional Investor % 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 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

5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 Derivatives Masterclass Tuesday 17 th April MEET THE TRAINER Accredited by TIAGO FERNANDES Global Head of Data, SRP Tiago

Before that, Fernandes worked at BNP Paribas and at DIF Broker. TIM MORTIMER Founder & Managing Director, FVC Tim Mortimer is the founder and managing director of FVC.

derivatives-backed products. STRUCTURED PRODUCTS: INTRODUCTORY WORKSHOP 9.00 Structured Products Market Overview What is a structured product? Global market overview. 09.

5 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 Derivatives Masterclass Tuesday 17 th April MEET THE TRAINER Accredited by TIAGO FERNANDES Global Head of Data, SRP Tiago Fernandes is the Global Head of Data at SRP in London, which he joined from Caixa Geral de Depósitos, where he was an analyst for structured products in Portugal. Before that, Fernandes worked at BNP Paribas and at DIF Broker. TIM MORTIMER Founder & Managing Director, FVC Tim Mortimer is the founder and managing director of FVC. Previously, Mortimer was a quantitative analyst at Paribas, UBS and Zurich Capital Markets, responsible for product development and building models to price and risk manage a variety of derivatives-backed products. STRUCTURED PRODUCTS: INTRODUCTORY WORKSHOP 9.00 Structured Products Market Overview What is a structured product? Global market overview Core Structured Products Strategies Swapping coupons for upside. Simple yield enhancement. Why barriers are popular. The wonder of auto-calls Refreshments The Legal Framework - How to Remain Compliant Identifying Target Market and why this is important. Good practices to observe. Recent examples of where it went wrong Lunch STRUCTURED PRODUCTS: ADVANCED WORKSHOP Cutting Edge New choices in underlyings. Fixed dividend indices and other propietary strategies. New developments in payoffs. Modelling structures and understanding risk Refreshments Wrapping the Solutions & Product Ideas What legal forms fo products take? Where do they fit in a portfolio and how should they be marketed? Product ideas for the future Wrap-up and Final Questions

5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 Conference Day One: Wednesday 18 th April 08.30 Registration & Breakfast 09.

00 Global Market Overview Tiago Fernandes, Global Head of Data, SRP 10.

6 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 Conference Day One: Wednesday 18 th April Registration & Breakfast Welcome Richard Jory, Global Head of Content, SRP Keynote Address: The Evolution of AI as an Investment Theme Hardeep Walia, Founder & Chief Executive Officer, Motif Global Market Overview Tiago Fernandes, Global Head of Data, SRP How to Benefit Wealth Management with Artificial Intelligence How does artificial intelligence help product creation and investor product choice? Does artificial intelligence give an edge when investing? When will computers trade instead of human beings, and also replace lawyers. Has technology reduced cost, and what next? Networking Break The Benefit that Structured Products Offer How much leverage is too much or too risky? Uncovering credit as an asset class. In what form will we see the next wave of innovation? Is it intelligence or sentiment driving demand? Leaders Forum: The Market Talks Is innovation a question of keeping up with digital transformation? Why would the super wealthy buy an investment product? Putting the fund back into structured products. Why don t Asian investors buy illiquid prop indices? Moderator: Richard Jory, Global Head of Content, SRP Lunch

5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 TECHNOLOGY AND EXCHANGES INVESTMENT 14.00 Fintech - The Road to the IPO What is the role for exchanges in Fintech world?

7 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 TECHNOLOGY AND EXCHANGES INVESTMENT Fintech - The Road to the IPO What is the role for exchanges in Fintech world? Is the quick dash to the IPO a thing of the past? Does the technology revolution look like the dot. com burst in waiting? Has Fintech become too big too quickly and promises too much? Indexing and Strategies Why doesn t smart beta sell in Asia? Are enhanced indices the future? Creating credit indices for wealth management. The best benchmarks are domestic How is Technology reforming New Laws & Fraud Prevention How has technology helped with regulation? Risk and performance calculation automation. How has AI reformed investment? SRP Performance - Two Good, Two Bad The most successful products of An analysis of the best-selling products in Asia. Lessons learned & best practice from across the globe. Moderator: Tiago Fernandes, Global Head of Data, SRP Coffee Break Bitcoin and Blockchain? If Investors can get quick and high returns from bitcoin, why would they buy structured products? Now there are futures on bitcoin, when will the first structured products linked to the currency or to crypto funds emerge in Asia? Is a structured products based on a basket of 20 cryptocurrencies a sensible investment? What Role Does the Wealth Manager Fulfil? What purpose do private banks serve? How do banks align their interests with clients and manage portfolios sensibly? What do clients value most? How to define risk. Moderator: Richard Jory, Global Head of Content, SRP The Regulation of Technology Is regulation keeping pace with technology? Will technology ease the sales process? Can technology be applied to regulation? The challenge for exchanges. The Gulf between Golf and Robo: How Could AI Rewire Wealth Management? What use are electronic advisors? Robo has boosted structured products sales in Europe, but how? Closing Remarks Richard Jory, Global Head of Content, SRP Networking Drinks Reception SRP s Asia-Pacific Awards Dinner & Ceremony The SRP s Asia-Pacific 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. To book your awards table, please contact Remy Vandenhende Remy@StructuredRetailProducts.com +44(0) Call: +44 (0) Remy@StructuredRetailProducts.com

8 5 th Annual Asia-Pacific Wealth Management & Fintech Conference 2018 "Great event for our sales team to meet with buyside and competitors, getting to know new contacts and catching up with clients. Informative panel discussions are something not to be missed." Associate, Commerzbank

SRP s Asia-Pacific AWARDS DINNER & CEREMONY The first day of the conference will

SRP s AsiaPacific Awards are designed to recognise the best Manufacturers,

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

structuredretailproducts.com/asia-pacific.

top Structured Products & Derivatives players GAIN COMPETITIVE ADVANTAGE From

leading the industry this year HOST YOUR CLIENTS and thank them for a successful

9 SRP s Asia-Pacific AWARDS DINNER & CEREMONY The first day of the conference will be followed by the highly anticipated Awards Ceremony. SRP s AsiaPacific 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. The Asia-Pacific Awards Survey is now live, to cast your vote, please visit: Reasons to Attend: GAIN PUBLIC RECOGNITION With brand-building amongst Europe s top Structured Products & Derivatives 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, relax with a few drinks, excellent food and great entertainment. To book your awards table, please contact Remy Vandenhende Remy@structuredretailproducts.com +44(0)

Asia-Pacific Wealth Management & Fintech Conference 2018 SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: For Buyside Delegate Passes: To register, please visit: www.structuredretailproducts.

com +44 (0)20 7779 6670 Sell-side companies include: Investment Banks, Law Firms, Exchanges/Clearing Houses, Tech Companies, Consultancy/ Accounting Firms, Index Providers, any other service provider

structuredretailproducts.com 2. Call us on +44 (0)20 7779 8002 3. Email us at Remy@structuredretailproducts.

10 Asia-Pacific Wealth Management & Fintech Conference 2018 SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: For Buyside Delegate Passes: To register, please visit: asia-pacific For sponsorship opportunities and sellside passes please contact: Remy Vandenhende APAC Account Manager +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 Remy@structuredretailproducts.com AWARDS CEREMONY Limited availability To make sure your company is represented, book now by phoning +44 (0) or ing Remy@structuredretailproducts.com For details on the Awards Dinner please contact SRP Excellent event, well organised, informative and excellent to better understand the market and products Director, Renovese Group Venue Information SOFITEL SINGAPORE CITY CENTRE 9 Wallich Street, (Enter via Peck Seah Street) Singapore, Phone: SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Singapore. Once you have confirmed your registration for the conference, we will provide details on how to book your room at the discounted rate.

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