Africa Structured Products & Alternative Investments Conference 2016

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Regency Johannesburg 16th-18th November 2016

industry's leading experts: Andrew Wolfson

Head of Distribution, Structured and Risk

Roberto Lazzarotto Global Head of Sales Stoxx

Visser ETF Strategist and Advisor etfsa Lance

Platinum Sponsor Gold Sponsor Silver Sponsor

Sponsor Exhibitors Supporting Partners Media

1 Inaugural Africa Structured Products & Alternative Investments Conference 2016 Hyatt Regency Johannesburg 16th-18th November #SRPAfrica Hear from the industry's leading experts: Andrew Wolfson Structured Products FirstRand Bank Ryan Sydow Head of Distribution, Structured and Risk Solutions ABSA Japie Lubbe Retail Structured Products, Financial Products Division Investec Corporate and Institutional Banking Roberto Lazzarotto Global Head of Sales Stoxx Iraj Abedian Chairman & Chief Executive Pan-African Investment & Research Sunil Benimadhu CEO Mauritius Exchange Nerina Visser ETF Strategist and Advisor etfsa Lance Solms Director itransact Diamond Sponsor Platinum Sponsor Gold Sponsor Silver Sponsor Bronze Sponsor Associate Sponsors Diversity Sponsor Exhibitors Supporting Partners Media Partners Affiliated Charity E:

Africa Structured Products & Alternative Investments Conference 2016 WHERE THE MARKET FOR STRUCTURED PRODUCTS AND ALTERNATIVE INVESTMENTS IN AFRICA MEETS The inaugural Africa Structured Products &

firms, regulators, index providers, exchanges and the rest of the derivatives ecosystem to network and engage in active debate.

2 Africa Structured Products & Alternative Investments Conference 2016 WHERE THE MARKET FOR STRUCTURED PRODUCTS AND ALTERNATIVE INVESTMENTS IN AFRICA MEETS The inaugural Africa Structured Products & Alternative Investments conference will bring together senior representatives from local and international investment banks, insurance companies, retail banks, asset managers, hedge funds, IFAs, law firms, regulators, index providers, exchanges and the rest of the derivatives ecosystem to network and engage in active debate. The three-day event starts with a day-long training workshop, providing delegates with an introduction to structured products and how they are designed. This course gives a thorough grounding in industry practices and explains how products are created, for those new starters in the sector and individuals who will benefit from a condensed market overview. We are delighted to support J.P. Morgan's initiative in hosting Black Economic Empowerment drinks as our Diversity Sponsor at the end of the Training Day, and we are excited to present to you the first ever SRP Africa Awards as well as a celebratory Golf tournament at the end of the second and third days respectively. The conference sets a high benchmark in providing the buy-side with a comprehensive insight into the industry s challenges and opportunities Director, Fiduciam WHAT TO EXPECT ACROSS THIS THREE DAY EVENT BREAKDOWN OF COUNTRIES: 63% Hong Kong 27% Asia-Pacific 10% Europe and USA 1 DAY conference 1 DAY Training Day 1 DAY Golf Day 45+ Expect to meet delegates speakers with executive decision-making power, including C-level, Global Heads, Senior Directors, Heads and Approximately Managing Directors from across Africa, Europe and North America. 150 delegates expected

Hyatt Regency Johannesburg 16th-18th November 2016 A WORD FROM JAN SCIBOR-KAMINSKI Welcome to SRP's inaugural Africa Structured Products & Alternative Investments Conference.

the essential buy- and sell-side and service provider contacts in Africa, as well as learn more about the most important themes and developments in the world of derivatives and alternatives.

markets, such as Mauritius, Botswana, Kenya and Nigeria.

3 Hyatt Regency Johannesburg 16th-18th November 2016 A WORD FROM JAN SCIBOR-KAMINSKI Welcome to SRP's inaugural Africa Structured Products & Alternative Investments Conference. With its incredible growth in recent years, Africa has become an important investor in alternative financial instruments and we are delighted to present you with the opportunity to listen to and meet the essential buy- and sell-side and service provider contacts in Africa, as well as learn more about the most important themes and developments in the world of derivatives and alternatives. Distribution, regulation, and product innovation in South Africa will feature heavily in panels that will also investigate innovation and opportunities in the more active Sub Saharan and offshore markets, such as Mauritius, Botswana, Kenya and Nigeria. As well as offering the best insights into structured products and ETFs, we include sessions dedicated to Smart Beta and ESG investing, risk management and the creation of products for institutional investors. Jan Scibor-Kaminski Managing director SRP We close the event with perhaps the most important themes affecting markets globally: the development of technology and an assessment of how the market is served by artificial intelligence. The conference culminates in a discussion conducted between the most senior members of the leading product creators in the region s structured products market, as well as with the CEOs of African exchanges. WHO SHOULD ATTEND? Anyone involved with: Capital Markets Distribution Equities and Derivatives Index Business Investment Advisors Investment Management Investment Strategy Listed Products Private Banking Company Type Retail Distribution Retail Investment Products Structured Equity Distribution Structured Investments Structured Products Structuring & Financial Engineering Wealth Management roker Dealers B Clearing Houses Exchanges Hedge Funds Investment Advisors Index Providers Industry Bodies Associations Insurance Companies Investment Banks Law Firms rivate Banks P Regulators Research Companies Securities Companies Technology Providers Trading & Distribution Platforms Trading Companies Wealth / Asset Managers SRP s Structured Products & Alternative Investments Awards are the industry s most prestigious accolade, designed to recognise the best buy- and sell-side firms in Africa, as well as identifying the best service providers. After the conference, we welcome you to join us for the evening to relax with a few drinks, excellent food and great entertainment from comedian Loyiso Gola. To book your awards table, please contact Jack Stannard, Jack@StructuredRetailProducts.com or +44 (0) Call: +44 (0) Jack@StructuredRetailProducts.com

Africa Structured Products & Alternative Investments Conference 2016 Wednesday 16th November Derivatives Masterclass Accredited by Pre-conference Training Day (Wednesday 16 November) An introduction

4 Africa Structured Products & Alternative Investments Conference 2016 Wednesday 16th November Derivatives Masterclass Accredited by Pre-conference Training Day (Wednesday 16 November) An introduction to Structured Products Course Trainer, Tiago Fernandes is the Global Head of Data at SRP where he is in charge of a global team, responsible for sizing, understanding and putting together the most comprehensive global database for Structured Products. This pre-event training is ideal for: Newcomers to the industry & graduate hires Regulators Sales Teams In-house legal teams Product development & marketing professionals Compliance and risk functions IFAs Training to provide greater understanding of: Building blocks used to make structured solutions Delivering solutions that meet customers needs Risks of SPs and ways to mitigate them for providers and end users 9.00 Introduction 9.15 South African Market Update and Global Trends What products are popular and why? How do they compare with other types of investment? Building Blocks What are the key ingredients of a structured product? How do they work? Refreshments Structuring Products How can the ingredients be combined to meet differing needs? Covering protected products and reverse convertibles and smart indexing Wrapping the Solutions & Legal framework What legal forms do products take? How do different wrappers address varying needs? With support from: Norton Rose Fulbright Lunch Managing Risks & Commercial Drivers to Maximise Sales What are the risks of issuing and investing in structured products versus other investments? How can those risks be mitigated? What are the benefits of structured products: why issue or invest in them? Value of Structured Products and Structured Portfolio Construction Behavioural Finance and the benefits of structured products Where do they fit in a portfolio and how should they be marketed? Refreshments Structured Products Assessment and Q&A with Market leaders Wrap-up and final questions Drinks Reception promoting Black Economic Empowerment (BEE) Africa Leaders Forum Roundtable debate and dinner for the heads of business at the leading banks and distributors in the SA market. This session is by invitation only.

5 Hyatt Regency Johannesburg 16th-18th November 2016 Thursday 17 November Conference Conference Chairman: 7.45 Welcome Breakfast and Registration In Support of 8.30 Welcome Jan Scibor-Kaminski, Managing Director, SRP 8.40 Keynote Address: The Changing Fortune of Africa s Investment Prospects: Opportunities and Risks Why invest in Africa? Where does the growth come from? How can investors access growth in the region sensibly? Will the listing of Private Equity businesses or better government create liquidity for Africa? Economic and financial force or government legislative power? Dr Iraj Abedian, Chairman & Chief Executive, Pan-African Investment & Research Services (PAIRS) 9.20 Global Market Overview Key global industry trends The state of the African derivatives market Use of African FX and underlyings outside Africa Can technology make Africa prosper? Jan Scibor-Kaminski, Managing Director, SRP 9.45 Development of Regulation in Africa What lessons are there from the UK regarding the implementation of RDR? Twin Peaks will new regulations enhance consumer protection or is it just more red tape? Are exchange controls beneficial in any way? Tax-wrapping and regulatory planning What are the strengths and weaknesses of the current regulatory regime? Protecting the consumer and the market Dispelling myths Francisco Khoza, Head of Banking & Finance, Bowmans Mats Halvorsen, CEO, SIP Nordic Fondkommisssion Keith Mukami, Director, Norton Rose Fulbright Africa Gill Raine, Senior Policy Adviser, The Association for Savings and Investment South Africa (ASISA) Networking Break In Dialogue with Regulators The role of the Reserve Bank and JSE Exchange controls Physical vs synthetic: can a synthetic market exist in Africa as it does in Europe? Perspectives from the UK and lessons to be learnt Twin Peaks will this benefit consumers? How will sales be governed by intermediaries? Peter Maas, Principal Risk Specialist, Prudential Supervision and Specialists Department, Supervision, Financial Conduct Authority UK Panellist: Marius De Jongh, Senior Specialist, Collective Investment Schemes, Financial Services Board Call: +44 (0) Jack@StructuredRetailProducts.com

6 Africa Structured Products & Alternative Investments Conference 2016 Thursday 17 November /20 Vision for Indexing in 2020 ESG, BEE and sustainable investing is it all just a fad like SRI? Index replicators or pure index plays which is better for the consumer? Smart Beta, Vol Control and Factor indices is the future of investing in the underlying? Do structured products compete with or complement ETFs or actively-managed funds? How can international players cater to the local demand and how to hedge such an illiquid market? Nerina Visser, ETF Strategist and Advisor, etfsa Michael Gran, Managing Director, Tobam Hannes du Plessis, Barclays Risk Strategy Group, Barclays Africa Group Roberto Lazzarotto, Senior Managing Director & Global Head of Sales, Stoxx Gareth Stobie, Managing Director, CoreShares Lunch STREAM A Emerging Africa in Dialogue with Institutional Clients Opportunities in Angola, Botswana, Zambia, Ghana, Namibia, Nigeria, Tanzania & Mauritius How to create new structured product markets? What does the investment landscape look like in Africa s major markets? Technology constraints Accessing illiquid Africa Nema Ramkhelawan-Bhana, Africa Analyst, Rand Merchant Bank Cymron Bancil, Odell Global Investors Paul Clark, Portfolio Manager, Ashburton Investments Gabriel Odediran, Head of Investments, ARM Investment Managers Vimal Ori, Chief Operating Officer, MCB Capital Markets STREAM B In Conversation with IFAs and Private Wealth Investors How do you decide asset allocation? Can IFAs survive through charging fees and which fee structure works? Who is responsible for custody of consumers assets and is it safe? What do you need from the industry? Offshore distribution Japie Lubbe, Retail Structured Products, Financial Products Division, Investec Corporate and Institutional Banking Mike Estment, CEO, NFB Asset Management Mark Insley, Managing Director, Ascot Wealth Management Shaun Krom, Founder & CEO, Arcus Capital Robert Stopa, Founder & Director, Stopa Wealth Management Solutions Managing Volatility & Risk Strategically Risk management: are we doing it right? Alternative risk premia Who buys risk premia and is measuring risk a better style of investing? How to create products based on volatility Portfolio optimisation FX risks & exchange controls Risk indicators Hannes du Plessis, Barclays Risk Strategy Group, Barclays Africa Group Richard Bottger, Founder & Portfolio Manager, Tower Capital Management Natasha Jhunjhunwala, Executive Director, Equity Derivatives & Systematic Trading Strategies Structuring, Goldman Sachs Adam Reeves, Portfolio Manager, WWC Asset Management Elmien Wagenaar, Investment Manager & Director, Think.Capital

7 Hyatt Regency Johannesburg 16th-18th November 2016 Thursday 17 November What Role Do and Should Structured Products Play in Pension Portfolios? The role of structured products vs traditional assets in retirement funds What is the appetite for alternatives? Income versus Growth how do requirements change over time? Asset Allocation The use of international retirement products for South African residents Survivorship Tax Law for Pensions Nkonye Okoh, Executive Director, Head of Private Bank & Wirehouse Structured Product Distribution, J.P. Morgan Rex Cowley, Co-Founder, Overseas Trust & Pension Eugene Maree, CEO, Wealthport Anthony Palmer, Executive Director, Investments & Products, Carrick Wealth Networking Break Fintech for Finance and Alternative Investments Are banks now technology firms? Is tech killing arbitrage and hedge funds? Is M-Pesa Africa s Bitcoin? Big data what s it all about? AI, P2P, KYC easy as ABC 123? Should the Roboadvisor be regulated by Robocop, the FSB or the KGB?! itransact and multi-issuer platforms what can they bring beyond price-discovery? Dax McKinnon, Programme Manager for the Group Enablement of Structured Products, FirstRand John Anderson, Portfolio Manager, Sygnia Asset Management Annabel Dallamore, CEO & Founder, Stock Shop Fritz Jost, Managing Director, Platform Partners, Global Head Acquisition, Leonteq Securities Lance Solms, Director of Retail Business Development and Customer Relations, itransact Richard von Seidel, CEO, LIFT Alternative Investments What Have the Banks Ever Done for Us? How do you determine the right risk profile? How do you educate your networks and clients? What is more important: good product or good distribution? How do you cope with the asymmetry of illiquidity and pricing skews in the ZAR and commodity markets? Larry Wilson, Managing Director, Head of North America Retail Distribution, Structured Investments, J.P. Morgan Brett Dugmore, Head of Structured Solutions, BNP Paribas Brian McMillan, Retail Structured Products, Financial Products Division, Investec Corporate and Institutional Banking Ryan Sydow, Head of Distribution, Structured and Risk Solutions, ABSA Andrew Wolfson, Structured Products, FirstRand Bank Call: +44 (0) Jack@StructuredRetailProducts.com

Hyatt Regency Johannesburg 16th-18th November 2016 Thursday 17 November 16.

Is it just a case of more lubrication or is liquidity a permanent flop? What do financial institutions and governments need to do to help?

Tiago Fernandes, Global Head of Data, SRP Sunil Benimadhu, CEO, The Stock Exchange of Mauritius Etienne Nel, CEO, ZAR X Thapelo Tsheole, CEO, Botswana

8 Hyatt Regency Johannesburg 16th-18th November 2016 Thursday 17 November Helping African Exchanges Perform Thirsty for Liquidity or Drained of Derivatives, Data and Desire? Is it just a case of more lubrication or is liquidity a permanent flop? What do financial institutions and governments need to do to help? Is private equity the answer? Is settlement and regulation well defined and understood? Tiago Fernandes, Global Head of Data, SRP Sunil Benimadhu, CEO, The Stock Exchange of Mauritius Etienne Nel, CEO, ZAR X Thapelo Tsheole, CEO, Botswana Stock Exchange Closing Remarks Jan Scibor-Kaminski, Managing Director, SRP Drinks Reception Awards Ceremony and Dinner (special guest Loyiso Gola) Join us for the evening to relax with a few drinks, excellent food and great entertainment as we celebrate the industry's leaders. To participate in the Awards dinner, please contact SRP

TOO BIG TO IGNORE Source: www.atlasmara.com With its incredible growth in the past years, Africa has become an important investor in alternative instruments.

contact SRP or our sponsors limited availability SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: Conference Pass* 150 * Includes access to Training, Bee Drinks Reception and Conference 3-for-2 offer

9 TOO BIG TO IGNORE Source: With its incredible growth in the past years, Africa has become an important investor in alternative instruments. 16% 52 in Africa with a population Internet Penetration cities of over 1 million World s second most populous continent 23% 937M population size in sub Saharan Africa Growth in the number of internet users in sub Saharan Africa $1.6tr Total GDP of Africa $ bn 465ATMs per 100,000 Adults Value of bank-intermediated trade finance in Africa 618M Mobile phone penetration in sub Saharan Africa Day three: Golf Day please contact SRP or our sponsors limited availability SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: Conference Pass* 150 * Includes access to Training, Bee Drinks Reception and Conference 3-for-2 offer Conference Pass* 300 Save 150 Full price 450 * Includes access to Training, Bee Drinks Reception and Conference 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,, Fund Managers, Life Insurance Companies. Prices are subjected to VAT if applicable For sponsorship packages please contact Jack Stannard Account Manager EMEA 3 EASY WAYS TO REGISTER 1. Online 2. Call us on +44 (0) us at Jack@StructuredRetailProducts.com AWARDS CEREMONY Limited availability To make sure your company is represented, book now by phone +44 (0) or Jack@StructuredRetailProducts.com For details on the Awards Dinner and Golf Day, please contact SRP Venue Information HYATT REGENCY 191 Oxford Rd, Rosebank, Johannesburg, 2132, South Africa Phone: SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Johannesburg. Once you have confirmed your registration for the conference, we will provide details on how to book your room at the discounted rate.

2nd Africa Structured Products & Alternative Investments Conference 2017

2nd Africa Structured Products & Alternative Investments Conference 2017 The Maslow Johannesburg 1-3 November 2017 @Structured Retail Products @SRP_Insider #SRPAfrica Hear from the industry's leading experts: