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 Gold Sponsor Bronze Sponsors Associate Sponsor Exhibitor Supporting Partners Media Partners

WHAT TO EXPECT ACROSS THE TWO DAY EVENT 5 TH ASIA-PACIFIC WEALTH MANAGEMENT & FINTECH CONFERENCE Join senior representatives from local and international investment banks, insurance companies, retail

2 WHAT TO EXPECT ACROSS THE TWO 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 WHO SHOULD ATTEND? Anyone 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 Company Type 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: 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

Derivatives Masterclass Tuesday 17 th April MEET THE TRAINER Accredited by TIAGO FERNANDES Managing Director, SRP Tiago Fernandes is the Global Head of Data at SRP in London, which he joined from

5 Derivatives Masterclass Tuesday 17 th April MEET THE TRAINER Accredited by TIAGO FERNANDES Managing Director, 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. 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

Conference Day One: Wednesday 18 th April 08.15 Registration & Breakfast 09.00 Welcome 09.

40 How to Benefit Wealth Management with Artificial Intelligence How does artificial intelligence help product creation and investor product choice?

6 Conference Day One: Wednesday 18 th April Registration & Breakfast Welcome Keynote Address: The Evolution of AI as an Investment Theme Hardeep Walia, Founder & Chief Executive Officer, Motif 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? Panellist: Andrew Au, Chief Executive Officer, AG Delta Dominic Gamble, Chief Digital Officer, Privé Technologies Sandeep Gantori, Equity Analyst, Chief Investment Office, UBS Wealth Management Dr Seth Huang, Co-Founder, Squared-S Networking Break Global Market Overview Tiago Fernandes, Managing Director, SRP Leading Distributors Forum: 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? Tiago Fernandes, Managing Director, SRP Panellist: Oumar Diawara, Managing Director, Head of Structured Investment Services, Natixis Asset Management Rohit Jaisingh, Investment Products Equities, DBS Private Bank Roger Meier, Head of Structured Products Advisory Asia, Julius Baer Luuk Strijers, Director, Head of Products, SGX Networking Break

7 12.15 Indexing, Fund-Linked 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. Panellist: Guillaume Calvino, Head of Financial Engineering, Equity Derivatives, Asia-Pacific, Natixis Bruno Neukirch, Head of Index & Fund Solutions, APAC, Societe Generale Tianyin Cheng, Director, Strategy and ESG Indices, S&P Dow Jones Indices David Tamir, Chief Investment Officer and Co-Founder, Oasis Investment Solutions 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. Tiago Fernandes, Managing Director, SRP Panellists: Martin Goerojo, Head of Structured Products & Fixed Income Asia, Citi Gidon Jerome Kessel, Head of Structured Products, UOB Jeremy Ng, Chief Executive Officer, Leonteq Securities Vivek Sharma, Head of Southeast Asia and Middle East, Edelweiss Global Asset Management Lunch 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? Panellists: Avyakt Agarwal, Director, Cross Asset Distribution Sales, Private Banks, Singapore, Societe Generale Ashish Jain, Managing Director, Head of Fixed Income & Commodities and Equity Derivatives Sales, South East Asia & Australia, Natixis Jeremy Ng, Chief Executive Officer, Leonteq Securities Will Technology Replace Private Banks 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. Panellist: Andrew Au, Chief Executive Officer, AG Delta Rohit Bhuta, Chief Executive Officer, Crossinvest James Cheo, Senior Investment Strategist, Bank of Singapore Deepak Khanna, Head of Wealth Development, HSBC Bank Frank Troise, Managing Partner, SoHo Capital Networking Break Call: Remy@StructuredRetailProducts.com

16.10 The Regulation of Technology and How Technology is reforming New Laws and Fraud Prevention Is regulation keeping pace with technology? Will technology ease the sales process?

Panellists: Paul Landless, Partner, Clifford Chance Joe Seunghyun Cho, Co-Founder & Chairman, Marvelstone Group, Co-Founder & Founding CEO, Lattice80 16.45 Bitcoin and Blockchain?

Types of underlying of blockchains (private, public). Applications. Nicole Pabello Rodriguez, Blockchain Partnerships Manager, Gatecoin 17.20 Closing Remarks 17.

8 16.10 The Regulation of Technology and How Technology is reforming New Laws and Fraud Prevention Is regulation keeping pace with technology? Will technology ease the sales process? Can technology be applied to regulation? How has AI reformed investment? Panellists: Paul Landless, Partner, Clifford Chance Joe Seunghyun Cho, Co-Founder & Chairman, Marvelstone Group, Co-Founder & Founding CEO, Lattice Bitcoin and Blockchain? Where are we with cryptocurrencies and what is their future? How safe are they and are they a good thing to invest in as a sector? Blockchain technology and how it functions? Types of underlying of blockchains (private, public). Applications. Nicole Pabello Rodriguez, Blockchain Partnerships Manager, Gatecoin Closing Remarks Drinks Reception followed by SRP s Asia-Pacific Awards Dinner and Ceremony 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 Asia-Pacific, 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 Excellent event, well organised, informative and excellent to better understand the market and products Director, Renovese Group

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

SRP s AsiaPacific Awards are designed to recognise the best

Europe s top Structured Products & Derivatives players GAIN COMPETITIVE

which companies are leading the industry this year HOST YOUR CLIENTS and

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. 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: Special Offer For Buyside Delegates: Complimentary Passes for Buyside Delegates To register, please

com/ asia-pacific (Passes Available for Conference & Derivatives Masterclass) For sponsorship opportunities and sellside passes please contact: Remy Vandenhende APAC Account Manager

com +852 3416 6670 Sell-side companies include: Investment Banks, Law Firms, Exchanges/Clearing Houses, Tech Companies, Consultancy/ Accounting Firms, Index Providers, any other service provider

10 Asia-Pacific Wealth Management & Fintech Conference 2018 SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: Special Offer For Buyside Delegates: Complimentary Passes for Buyside Delegates To register, please visit: asia-pacific (Passes Available for Conference & Derivatives Masterclass) For sponsorship opportunities and sellside passes please contact: Remy Vandenhende APAC Account Manager 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 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 "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 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