Americas Wealth Management & Derivatives Conference
|
|
- Scot Gallagher
- 5 years ago
- Views:
Transcription
1 Part of: Americas Wealth Management & Derivatives June 15-16, 2017 Aloft Boston Seaport #SRPAmericas SRP Structured Retail Products Hear from the industry's leading experts: Hardeep Walia Chief Executive Officer, Motif David Roscum Manager, Advertising & Regulation, FINRA Matteo Andreetto Chief Executive Officer, Stoxx Bobby Samuelson Head of Solution Development, Brighthouse Financial Luciano Diaferia Angelo Head of Derivatives & Structured Products, Itau Unibanco Rick Silva Managing Director, Co-Head of Equities & Investment Solutions, Wells Fargo Securities Sponsors: Gold Sponsor: Silver Sponsor: Bronze Sponsors: Exhibitors: Associate Sponsors: Media Partners: Carly Greenberg ESG Analyst, Walden Asset Management President, BASIC Sébastien Vallée Principal Director, Desjardins Societe de Placement
2 Americas Wealth Management & Derivatives WHERE THE AMERICAS WEALTH MANAGEMENT AND DERIVATIVES MARKET MEET Following last year s success, we are delighted to present you with the sixth annual Americas Wealth Management & Derivatives conference. The two-day conference will bring together senior representatives from retail banks, insurance companies, investment banks, fund managers as well as law firms, regulatory bodies and independent investment advisors to discuss the major challenges to be faced this year. Our line-up of expert panellists from across the industry will come together to provide an informative and educational day of lively discussion. 82% of the delegates in attendance last year had executive decision making power and consisted of C-level, Presidents, Founders,Global Heads, Senior Directors, Head / Managers A very professional event with lots of insight into the industry on all different levels! Managing Director, Commerzbank WHAT TO EXPECT IN speakers BREAKDOWN OF COUNTRIES: 2 DAY conference 64% delegates from the USA 9% delegates from Europe 190+ delegates 25% delegates from Americas (excl. USA) 2% delegates from Africa Register now at:
3 15 & 16 June 2017 Aloft Boston Seaport Boston, MA. USA A WORD FROM RICHARD JORY Global Head of Content SRP We are delighted to present an event that offers an insight into the state of the Americas Wealth Management & Derivatives market, offering sessions dedicated to Strategies and Proprietary Indices, with panels and an audience that include institutional investors and strategists that serve this market, as well as the effectiveness of the Broker- Dealer and other distribution channels. Further sessions have been created to meet the needs of Wealth Management, with panels that will include discussions of the major themes in private banking, which will also appeal to a more sophisticated audience. The interests of institutional investors and product creators will also be addressed in the Investing in Alternative Assets and Asset Allocation panels. Some of this year s themes are further investigated in The Strategic View panel, which incorporates an investigation of Thematic, Quantitative and ESG Investing. A version of this panel was one of the most popular and lively sessions at the event. On Day 2 this year, we will also include a panel dedicated to the Role of Derivatives in Pensions and Insurance, as well as an emphasis on new product development and an assessment of the performance of the best and the worst products in the market. The second day will culminate in an exchange of intelligence on regulation and the legal aspects of the structured products industry. Laws as well as market practices outside the Americas will also be offered in A View from Europe. As far as other subject matter, we have included talks on Volatility and Option Pricing, the Marketing & Advertising of Structured Products, and Taking Technology to the Middle of the Solution. Regards, Richard Jory Richard@ StructuredRetailProducts.com 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 Pension Funds Associations Insurance Companies Investment Banks Law Firms Private Banks Regulators Research Companies Securities Companies Technology Providers Trading & Distribution Platforms Trading Companies Wealth / Asset Managers Call: or Joe@StructuredRetailProducts.com
4 15 & 16 June 2017 Aloft Boston Seaport Boston, MA. USA DAY ONE THURSDAY, 15 JUNE 07h45 Registration & Welcome Break Available for sponsorship 08h40 08h50 09h20 09h45 Welcome Jan Scibor-Kaminski, Managing Director, SRP Keynote Address Hardeep Walia, Chief Executive Officer, Motif Global Market Overview Tiago Fernandes, Global Head of Data, SRP Broker-Dealer Expert Session: New Channels, Clients & Challenges What are the biggest challenges to your industry? What are the essential factors when choosing a product to distribute? What creativity do you from sell-side? What do you need to have double digit growth in structured product sales? What product features are most important in your market? Tiago Fernandes, Global Head of Data, SRP George Barbar, Senior Managing Director, Institutional Sales & Trading, Mesirow Financial Matt Ginsburg, Vice President, Head of Retail Sales & Marketing, Investment Solutions Group, Wells Fargo Jeffrey Miller, Managing Director, Fixed Income Business Development, Fifth Third Securities John Tesser, Senior Vice-President, Head of Structured Products, JVB Financial Group 10h20 Networking Break Available for Sponsorship 10h50 Creating Strategies & Developing Proprietary Indices Do proprietary and smart beta indices deliver value? How do independent index creators compete with banks? Are proprietary indices overengineered? How is the implementation of Iosco and Esma benchmark rules working? Matteo Andreetto, Chief Executive Officer, Stoxx Ricardo Manrique, Executive Officer, MSCI William Park, Managing Director, Head of Investment Risk & Strategy, UBS Hedge Fund Rick Redding, Chief Executive Officer, Index Industry Association 11h30 The Marketing & Advertising of Structured Products 10-minute introduction of marketing initiativies What is the quality of marketing and advertising literature? Is there a sharper focus on structured products? How to market a complex product? David Roscum, Manager, Advertising Regulation, Finra Chris Schell, Partner, Davis, Polk & Wardwell Call: or Joe@StructuredRetailProducts.com
5 Americas Wealth Management & Derivatives PROGRAMME 12h10 View from Europe What are the political risks from Brexit, French elections, and the European Union? Is Trump good for European banks? How will European practices affect banking in the Americas? Making the most of volatility in product creation. Eric Dutruit, Managing Director, Head of Prime & Equity Derivatives Sales, EMEA, HSBC Oumar Diawara, Managing Director, Structured Investment Services Platform, Natixis Asset Management Shane Edwards, Managing Director, Global Head of Structured Solutions, UBS 12h50 Lunch Available for Sponsorship 13h50 Investing in Alternative Assets How do structured products fit within asset allocation models? Which alternative investments compete with structured products in portfolio allocations? Are structured products an alternative investment, a yield enhancement tool, or both? How have alternative assets, such as hedge funds performed over the last 12 months and what is the outlook for them? Jason Baresma, Co-Founder & President, Halo Investing Ed Condon, National Director Client Solutions, Merion Capital Group Eric Miller, Managing Director, Structured Product Sales, HSBC Bank USA Robert Sowinski, Managing Director, Structured Products Solutions, Advisors Asset Management 14h30 Masterclass in Volatility & Options The effect on pricing. How to hedge your exposure as part of a wider portfolio. The place for volatility in product creation. Shane Edwards, Managing Director, Global Head of Structured Solutions, UBS Greg King, Founder & CEO, MACS, RexShares Ken Kwalik, Equity Derivatives Portfolio Manager, Harvest Volatility Management Shailesh Parmar, Vice-President, Associate Portfolio Manager, MACS, Acadian Asset Management 15h10 Break Available for Sponsorship 15h40 Taking Technology in the Middle of the Solution Front to back office solutions: pre-trade, execution and post trade. The European versus the US Fintech model. The European model is driven by regulation, but how is the US model crafted? Pre-execution versus post-trade. EU regulations make it an obligation for buy-side to go to technology. How have the sell-side played that game? What is the US experience from a technology and regulation prospective? What are the requirements and what are the main differences in executive and post-trade? 10-minute presentation followed by a panel Peter Horacek, Executive Vice President, Structured Products, Axio Financial Biju Kulathakal, Co-Founder & CEO, Halo Investing Geraldine Laussat, Head of Structured Products, RFQ Platforms, ITG Tim Mortimer, Managing Director, FVC Register now at:
6 15 & 16 June 2017 Aloft Boston Seaport Boston, MA. USA 16h20 Leaders' Forum: In Conversation with Leading Manufacturers Fiduciary rules will be good for investors, but what is the route to implementaation? When will secondary trading of structured products become part of the landscape? Does the benefit of regulation outweigh the costs? Demystifying the myths: how to get rid of the black box image. Abid Chaudry, Head of Global Structured Products, BMO Capital Markets Barbara Mullaney, Managing Director, Global Head, Citi Private Client Solutions, Citi Rick Silva, Managing Director, Co-Head of Equities & Investment Solutions, Wells Fargo Securities Larry Wilson, Managing Director, Head of North America Retail Distribution, Structured Investments, JP Morgan 17h00 Champagne Debate: Sin Pays Better Does ESG offer value or is it just a fad? Are advisers worth the money? Do hedge funds serve any useful purpose? Do you prefer your intelligence to be artificial? Carly Greenberg, ESG Analyst, Walden Asset Management and President, BASIC Manish Vij, Director of Sales, North America, Stoxx Hardeep Walia, CEO, Motif Brace Young, Partner, Arabesque Asset Management 17h40 Closing Remarks Drinks Reception Available for sponsorship Awards Dinner DAY TWO FRIDAY, 16 JUNE 08h45 Registration & Welcome Break Available for sponsorship 09h15 Welcome Call: or Joe@StructuredRetailProducts.com
7 Americas Wealth Management & Derivatives 09h45 SRP Americas Performance & Market Presentations The most successful products of Americas structured products performance. The Good, the Bad and the Ugly. What are the opportunities in the region? minute presentation followed by a panel Tiago Fernandes, Global Head of Content, SRP Luciano Diaferia Angelo, Head of Derivatives & Structured Products, Itau Unibanco Manuel Meza Piza, Managing Director, Global Structured Solutions, BBVA Bancomer Tim Mortimer, Managing Director, FVC Sebastien Vallee, Director, Desjardins Societe de Placement 10h35 The Role of Derivatives in Pensions & Insurance What will be the top 10 themes for 2017? Index Annuities. Rsik Premia. Trump. Where does the credit-linked note market go now? The ever-increasing popularity of risk premia and bank strategies. The use of ETFs as underlyings for structured products. 10 minute presentation followed by a panel Joe Burris, Head of Americas, SRP Marie-Laure Chandumont, Director, EFS Insurance Solutions, Barclays Brooke Hammel, Director, Structured Product Sales, Citi Private Client Solutions, Citi Global Markets Bobby Samuelson, Head of Solutions Development, Brighthouse Financial 11h15 Break Available for sponsorship 11h40 Academic Presentation: The impact of structured retail products hedging on term structure of dividend futures Donghwa Shin, PhD Candidate Financial Economics, Princeton University 12h10 Regulatory and Legal Roundtable Has regulation been effective in the post-crisis world? Is there too much direct regulation; are there other ways? Is the cost of regulation a factor in law creation? 10 minute presentation followed by a panel Joseph Borg, Director, Alabama Securities Commission Mark Fernandez, Senior Regional Counsel, Department of Enforcement, FINRA Anna Pinedo, Partner, Morrison Foerster Chris Schell, Partner, Davis, Polk & Wardwell Closing Remarks 13h00 Lunch and End of Register now at:
8 Americas Wealth Management & Derivatives SRP AWARDS The SRP Awards are designed to recognise the best buy- and sell side firms as well as identifying the best service providers and distributors. Join us for the evening to celebrate excellence in the industry across the Americas region and relax with a few drinks, excellent food and great entertainment. The Awards are based on a survey conducted with the relevant industry participants. To this, we add the knowledge that we have from the extensive data we collect, the in-house intelligence and the strength of relationships that come as a result of a decade of unstinting dedication across all continents and 80 markets. SRP AWARDS We only have 20 tables available! To book your table, please contact Joe Burris: Joe@StructuredRetailProducts.com or Call: Register now 224 at: or Joe@StructuredRetailProducts.com
9 15 & 16 June 2017 Aloft Boston Seaport Boston, MA. USA All the sessions I attended were very informative. Interesting and practical information was shared, together with cutting edge insights as to where we may be heading in the future. It was great to see so many industry specialists gathered in the one place. Counsel, Clifford Chance It was very interesting and also great fun! Director, OIC Options Industry Council Excellent networking, interesting panels and relevant topics. The SRP team was very informative and useful as always. Director, Nasdaq The conference sets a high benchmark in providing the buy-side with a comprehensive insight into the industry s challenges and opportunities. Director, Fiduciam 3 EASY WAYS TO REGISTER 1. Online 2. Call us at us at Helga@StructuredRetailProducts.com Super Early Bird Pass $499 Early Bird valid until 14 May Pass $749 Standard Price Pass $999 Passes $998 Save $1000 Passes $1,498 Save $500 Passes $1,998 BEST VALUE FOR SELL-SIDE PASSES, PLEASE JOE@STRUCTUREDRETAILPRODUCTS.COM Sellside companies include: Investment Banks, Law Firms, Save Exchanges 1798/ Clearing Houses, Tech Companies, Consultancy Accounting Companies, Index Providers, other service providers companies include: Retail Banks, Private Banks, Asset Managers, Fund Managers, Life Insurance Companies Prices are subjected to VAT if applicable Venue Information ALOFT BOSTON SEAPORT D Street, Boston, MA 02210, United States Phone: SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Boston. Once you have confirmed your registration for the, we will provide details on how to book your room at the discounted rate. Call: or Joe@StructuredRetailProducts.com
Americas Wealth Management & Derivatives Conference
Part of: Americas Wealth Management & Derivatives Conference June 14-16, 2017 Aloft Boston Seaport Boston @SRP_Insider #SRPAmericas SRP Structured Retail Products Hear from the industry's leading experts:
More information7th Americas Structured Products & Derivatives Conference 2018
7th Americas Structured Products & Derivatives Conference 2018 The Westin Chicago 23-24 May 2018 @Structured Retail Products @SRP_Insider #SRPAmericas Gold Sponsor Silver Sponsors Bronze Sponsor Associate
More informationIndexed Insurance Forum 2017
@SRP_Insider #SRPIowa INAUGURAL Indexed Insurance Forum 2017 Renaissance Savery Hotel Iowa, Des Moines 13-15 September 2017 Silver Sponsor Associate Sponsor E: Joe@structuredretailproducts.com www.structuredretailproducts.com/srp-insurance
More information5 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
More informationSRP Americas Indexed Insurance Forum The Embassy Club, Des Moines September 2018
SRP Americas Indexed Insurance Forum 2018 The Embassy Club, Des Moines 18 19 September 2018 CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Derivatives Masterclass Conference Agenda Previous
More information5 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
More informationSRP France. 1 st Conference Hotel Pullman Paris Tour Eiffel 17 September In Partnership with
SRP France 1 st Conference 2018 Hotel Pullman Paris Tour Eiffel 17 September 2018 In Partnership with CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Conference Agenda Previous Sponsors of
More informationSRP s 7th Americas Awards Shortlist 2018
SRP s 7th Awards Shortlist 2018 The Westin Michigan Avenue Chicago 23-24 May 2018 Register at StructuredRetailProducts.com/ @Structured Retail Products @SRP_Insider #SRP 7 th Annual Structured Products
More informationAmericas Structured Products & Derivatives Conference
Americas Structured Products & Derivatives Conference New York 11 & 12 June 2015 Hear from the industry's leading experts: John C. Siciliano MD, Global Strategy Lead, Asset Management Advisory PwC Rick
More information5 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 Gold Sponsor Bronze Sponsors
More informationNordic Structured Products & Derivatives Conference
\ Part of: Nordic Structured Products & Derivatives Conference 2 June 2016 Grand Hotel Stockholm Register before 22 April 2016 SAVE UP TO 2,199 WITH OUR PRICES @SRP_Insider #SRPNordic Hear from the industry's
More informationSRP s 5th Asia-Pacific Awards Shortlist 2018
SRP s 5th Awards Shortlist 2018 Sofitel Singapore City Centre Singapore 17-18 April 2018 Register at StructuredRetailProducts.com/ @Structured Retail Products @SRP_Insider #SRPAPAC 5 th Annual Wealth Management
More informationLE MERIDIEN ETOILE PARIS, FRANCE SPONSORSHIP INVITATION
19TH ANNUAL TAX PLANNING STRATEGIES U.S. AND EUROPE LE MERIDIEN ETOILE PARIS, FRANCE SPONSORSHIP INVITATION USA Branch SPONSORSHIPS AT A GLANCE FEE PLATINUM SPONSOR - Two Options, Choose One Registration
More informationSPONSORSHIP INVITATION
11TH ANNUAL TAX PLANNING STRATEGIES U.S. - LATIN MANDARIN ORIENTAL HOTEL MIAMI, FL USA Branch SPONSORSHIP INVITATION CONFERENCE INFORMATION ABOUT THE CONFERENCE The Annual U.S. Latin America Tax Planning
More informationACT EUROPE CONFERENCE
ACT EUROPE CONFERENCE 2017 LEADING THROUGH CHANGE 29 March 2017 treasurers.org/acteurope Hilton Düsseldorf, Germany Lead sponsor Official publication Also exhibiting FREE TO 5 MarchFOR 2016 ATTEND InterContinental
More informationSPONSORSHIP INVITATION
18TH ANNUAL TAX PLANNING STRATEGIES U.S. AND EUROPE HOTEL OKURA AMSTERDAM USA Branch SPONSORSHIP INVITATION CONFERENCE INFORMATION ABOUT THE CONFERENCE The annual U.S. and Europe Tax Planning Strategies
More informationRIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT. Sponsorship Opportunities
RIA FOUNDATION & ENDOWMENT FORUM: INVESTING FOR IMPACT Sponsorship Opportunities 1 Sponsorship Opportunities RIA Foundation & Endowment Forum 2016 ABOUT THE FORUM OVERVIEW DATE & LOCATION October 17th,
More informationInsurance M&A Symposium
7th Annual Insurance M&A Symposium formerly SNL Insurance M&A Symposium Produced by the Knowledge Center, an executive conference from S&P Global Market Intelligence Union League Club New York, NY in partnership
More informationSPONSORSHIP AND EXHIBITION PROSPECTUS
Delta Toronto Hotel 16-17 October 2018 SPONSORSHIP AND EXHIBITION PROSPECTUS london.minesandmoney.com WHY PARTICIPATE? Mines and Money Americas offers an excellent opportunity for mining companies to meet
More informationTORONTO. Life at its fullest RETIREMENT CANADA DIALOGUE 2019 SPONSORSHIP PACKAGE APRIL 11, 2019 HOTEL X TORONTO RETIREMENT INSTITUTE
P R E S E N T E D B Y INSTITUTE Life at its fullest APRIL 11, 2019 HOTEL X SPONSORSHIP PACKAGE www.retirementinstitute.ca Why You Should be a Hosted by the CIFP Retirement Institute, who conducts retirement
More informationDiscover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry
23 March, London Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry This conference will equip delegates with the knowledge and expertise to
More information28 November etc.venues Monument, London
28 November etc.venues Monument, London PARTNERS SUPPORTERS BANKING PARTNERS ASSOCIATION PARTNERS 28 th November 2017 TXF is pleased to bring you its inaugural TXF Private Insurance conference. Join us
More informationMaple Lawn Ballroom Foyer
Wednesday, June 6 11:30 a.m. Welcome lunch Maple Lawn Ballroom Foyer 12:30 p.m. Opening remarks Gunjan Kedia, Vice Chairman, Wealth Management & Investment Services, U.S. Bancorp Joe Neuberger, President,
More informationNational Fixed Income Conference
Thursday, October 8 National Fixed Income Conference The Ritz-Carlton Hotel Denver, CO October 8 & 9, 2015 8:00am Registration Desk and Exhibits Open 11:30am Opening Lunch 12:25pm Welcoming Remarks Steve
More informationT F Financial Services Tax > Financial Services M&A >
Declan O'Sullivan Partner Dublin 3 George's Dock, IFSC, Dublin D01 X5X0 T +353 1 436 8510 F +353 1 633 5845 declan.osullivan@dechert.com Practice Areas Financial Services and Investment Management > Financial
More informationU K T U R K I S H O V E R S E A S I N V E S T M E N T S F O R U M
U K T U R K I S H O V E R S E A S I N V E S T M E N T S F O R U M F OR T H E T U R K I S H I N V E S T OR S W H O A R E L OOK I N G T O E X P A N D G L OB A L L Y T H R OU G H T H E U K I N A S S O C I
More information15th Annual European Structured Products & Derivatives Awards Shortlist 2018
15th Annual European Structured Products & Derivatives Awards Shortlist 2018 etc. venues, County Hall London 7-9 February 2018 Register at StructuredRetailProducts.com/Europe @Structured Retail Products
More informationRising Emirate.
Bringing investors and financiers together with key RAK entities to explore real investment projects & venture opportunities in the Rising Emirate. 13-14 December 2016 Rixos Bab Al Bahr, Ras Al Khaimah,
More informationSMART CASH OPTIMISING EFFICIENCY IN THE DIGITAL AGE. treasurers.org/smartcash. 8-9 February 2017 Hilton Bankside, London
SMART CASH OPTIMISING EFFICIENCY IN THE DIGITAL AGE Hilton Bankside, London Sponsored by Official publication Workshop Sponsors Also Exhibiting FOLLOW US @actupdate #smartcash17 treasurers.org/smartcash
More informationInstitute. Yale School of Management EDHEC-Risk Institute Commodities & Hedge Funds Seminar. February 24-25, 2015, London United Kingdom
Institute Yale School of Management EDHEC-Risk Institute Commodities & Hedge Funds Seminar February 24-25, 2015, London United Kingdom Yale SOM EDHEC-Risk Commodities & Hedge Funds Seminar Seminar Description
More informationSponsorship and Marketing Opportunities Celebrating our 25 th Year
Sponsorship and Marketing Opportunities Celebrating our 25 th Year Date: Monday, November 26, 2018 Location: The Harmonie Club, 4 E 60th St, New York City Brief Program Outline: Registration and Breakfast
More informationAnnual Forecast Dinner. Connecticut Convention Center Thursday, January 26, :00 PM - 9:00 PM. Sponsorship Opportunities
2017 Annual Forecast Dinner Connecticut Convention Center Thursday, January 26, 2017 5:00 PM - 9:00 PM Sponsorship Opportunities Event Overview A New Path: The Growth & Reflation Trade 2017 Annual Forecast
More informationSponsored by: Sponsored by:
1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst,
More informationAPFF and ASIFMA Conference: Corporate Bonds, Repo & OTC Derivatives Developments in China
APFF and ASIFMA Conference: Corporate Bonds, Repo & OTC Derivatives Developments in China 16-17 March 2017, Beijing Program (as of 11 Jan 2017) Day 1, Thursday 16 March 2017 Location: Beijing (a hotel
More informationMMI Alternative Investments Forum Thomson Reuters Headquarters New York, NY April 30, 2014 (Draft- 4/23/14)
MMI Alternative Investments Forum Thomson Reuters Headquarters New York, NY April 30, 2014 (Draft- 4/23/14) 8:00AM 8:30AM 8:30AM 8:45AM 8:45AM 9:00AM 9:00AM 10:15AM Registration and Continental Breakfast
More informationIDEAS TO IMPROVE MEMBER OUTCOMES 2018 FORUM
Register two and get two FREE 2018 FORUM Examine the ways in which tax impacts super funds, from front office investment strategies and portfolio structuring through to operational and compliance settings
More informationALPHA AND GENDER DIVERSITY
ALPHA AND GENDER DIVERSITY 2017 CFA Institute. All rights reserved. 18 19 September 2017 Westin Harbour Castle, Toronto Toronto, Ontario, Canada Hosted with the CFA Society Toronto SUPPORTER OPPORTUNITIES
More informationFREE TO NON-FINANCIAL. 9 March 2016 InterContinental Düsseldorf, Germany. 5 March Now open for bookings at treasurers.org/europe.
9 March Now open for bookings at treasurers.org/europe Lead Lead sponsor sponsor Lead sponsor Lead sponsor Lead sponsor In In partnership Inpartnership partnership In partnership with with with with In
More informationJoin Us At This Year s Premier One-on-One Networking Event SPONSORSHIP OPPORTUNITIES J U N E
P R E S E N T E D B Y : H E D G E C O N N E C T I O N, I N C. Join Us At This Year s Premier One-on-One Networking Event SPONSORSHIP OPPORTUNITIES J U N E 2 2-2 4 2 0 15 From our CEO Lisa Vioni J U N E
More informationSponsored by: Sponsored by:
1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst,
More information2011 London. 9 & 10 November 2011
2011 London 9 & 10 November 2011 Hosted by 10 Upper Bank Street London E14 5JJ Wednesday 9 November 09:30 18:30 Registration Open 10:00 11:15 Regulatory Committee Meeting Committee members only 11:15 11:45
More informationValuation & Pricing for Buy-Side Firms - 3rd Annual Practitioner's Forum
Valuation & Pricing for Buy-Side Firms - 3rd Annual Practitioner's Forum Meeting Regulatory and Client Expectations Facing Buy-Side Firms Valuation & Pricing for Buy-Side Firms - 3rd Annual Forum - Tuesday
More informationHosted By: The Post-Crisis Period: Searching for Opportunity
Hosted By: The Post-Crisis Period: Searching for Opportunity Pre-Conference Cocktail Reception Wednesday, May 27 th 5:30 7:00 pm Conference Thursday, May 28 th 7:30 am 6:30 pm The Monona Terrace One John
More informationTenant-in-Common Association to hold 2009 Spring Meeting March in San Diego, Calif.
Tenant-in-Common Association to hold 2009 Spring Meeting March 18-20 in San Diego, Calif. February 06, 2009 - Financial Digest According to the Tenant-In-Common Association (TICA), the organization will
More informationFMS REGIONAL CONFERENCE June 7 9, 2017
FMS REGIONAL CONFERENCE June 7 9, 2017 Fairmont Chicago, Chicago, IL 24 TH ANNUAL WEDNESDAY, JUNE 7 06:00pm 07:30pm Welcome Reception THURSDAY, JUNE 8 08:00am 05:00pm Registration Hours 08:00am 08:45am
More informationCanada 2015 BAFT GLOBAL TRADE FINANCE WORKSHOP. November 5 6, Toronto, Canada Hosted and sponsored by BMO
Canada 2015 BAFT GLOBAL TRADE FINANCE WORKSHOP November 5 6, 2015 Toronto, Canada Hosted and sponsored by BMO Workshop Hosted by Thursday, November 5 8:00AM - 8:30AM Breakfast & Registration 8:30AM 8:45AM
More informationThe bank for a changing world
BNP PARIBAS TRAINING AND CONFERENCE AGENDA FOR OFFICIAL INSTITUTIONS 2018 The bank for a changing world BNP Paribas Official Institutions Insitutions Programme of of events 2018 I I 2 Welcome to the BNP
More informationPortfolio of dfv Maleki Group FRANKFURT meets DAVOS Frankfurt Finance Summit EURO FINANCE WEEK EURO FINANCE magazine EURO FINANCE Weekly
Portfolio of dfv Maleki Group 2018 FRANKFURT meets DAVOS Frankfurt Finance Summit EURO FINANCE WEEK EURO FINANCE magazine EURO FINANCE Weekly 1 ABOUT DFV MALEKI GROUP dfv Maleki Group is a subsidiary of
More information2014 WEALTH MANAGEMENT
2014 WEALTH MANAGEMENT Strategies for Private Clients 19 20 FEBRUARY 2014 HYATT REGENCY ORANGE COUNTY GARDEN GROVE, CALIFORNIA, USA Hosted with CFA Society Orange County www.cfainstitute.org WELCOME Private
More informationASTIN COLLOQUIUM 2013
ASTIN COLLOQUIUM 2013 hosted by: Actuarieel Genootschap INTR0DUCTION ASTIN COLLOQUIUM 2013 On behalf of het Actuarieel Genootschap (AG), it is my pleasure to introduce the Colloquium of ASTIN 2013, which
More information8:40-9:00 1st Keynote: China and RMB Singapore s Participation and Role in The Way Forward
ASIFMA s 6 th China Capital Markets Conference* *Previously entitled Offshore RMB Markets Conference Program (as of 22 Feb 2016) 8:00-8:30 Delegate Check-in 8:30-8:40 Welcome Remarks [ASIFMA or Lead Sponsor]
More informationINTERACT 2016 THE LEGAL AND COMPLIANCE SPONSORSHIP PROSPECTUS TECHNOLOGY FORUM CATCHING THE WAVE
2016 THE LEGAL AND COMPLIANCE TECHNOLOGY FORUM SEPTEMBER 11 14, 2016 FONTAINEBLEAU MIAMI BEACH MIAMI, FL CATCHING THE WAVE A PEER-DRIVEN FORUM PROVIDING PRACTICAL STRATEGIES TESTED IN THE MARKETPLACE CONFERENCE
More informationModerator: Jim McCaughan, Chief Executive Officer, Principal Global Investors
Monday, 23 October 10:30-10:45 Welcome and Opening Remarks Grand Ballroom I-III Jim McCaughan, Chief Executive Officer, Principal Global Investors 10:45-11:45 Panel Discussion: Global Economic Outlook
More information19th - 20th September 2017 Millennium Gloucester Hotel, London www.tax-congress.com Dear Delegate, Welcome to the Tax Congress for Financial Institutions (TCFI), following on from our Automatic Exchange
More informationINVEST IN PEACE Investors Conference July 2017
INTRODUCTION Invest in Peace is delighted to present its 2017 conference for Investors, Peace Organisations, Economic Activists and Land Restorers. The first of its series, the Conference 2017 will focus
More informationAfrica Structured Products & Alternative Investments Conference 2016
Inaugural Africa Structured Products & Alternative Investments Conference 2016 Hyatt Regency Johannesburg 16th-18th November 2016 @SRP_Insider #SRPAfrica Hear from the industry's leading experts: Andrew
More information22 ANNUAL GIPS STANDARDS CONFERENCE
22 ANNUAL GIPS STANDARDS CONFERENCE 2018 CFA Institute. All rights reserved. ND 13 14 September 2018 Renaissance Austin Hotel Austin, Texas, USA SPONSORSHIP OPPORTUNITIES EVENT OVERVIEW The Annual GIPS
More information2nd 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:
More informationDIVERSIFYING YOUR STRATEGY TO ENSURE GROWTH. Free to local authorities! 31 OCTOBER 1 NOVEMBER 2017 THE PRINCIPAL EDINBURGH SPONSORED BY
Free to local authorities! 31 OCTOBER 1 NOVEMBER 2017 THE PRINCIPAL EDINBURGH DIVERSIFYING YOUR STRATEGY TO ENSURE GROWTH SPONSORED BY ASSOCIATE SPONSOR DEBATE THE CHALLENGES FACING THE LGPS IN SCOTLAND
More informationMORNING KEYNOTE RISK & PERFORMANCE FORUM
MORNING KEYNOTE For the opening keynote, you will be in the company of all TSAM London attendees. This includes all participants from Technology & Operational Strategy, Client Reporting & Communications
More informationWRAPS AND PLATFORMS. Harnessing the Power of Platforms to Deliver Pension Freedom. Fifth Annual Conference on
Fifth Annual Conference on WRAPS AND PLATFORMS Harnessing the Power of Platforms to Deliver Pension Freedom Contributions from FCA Nucleus Standard Life Succession HSBC SEI The Lang Cat EY AXA Wealth One
More information19/06/ :30 Conference Registration. 17:00-18:30 Global Financial Regulation and Tax Workshops
19/06/2012 16:30 Conference Registration 17:00-18:30 Global Financial Regulation and Tax Workshops An overview of regulatory developments impacting financial markets, combined with an update on global
More informationGovernment Blockchain Leadership Forum
Co-Hosted by the Government Blockchain Association Presents #IENBLOCKPARTY Government Blockchain Leadership Forum May 1-2, 2018 Washington Plaza Hotel Washington D.C. Key topics will include: Examining
More information23 rd ANNUAL AIMSE CANADIAN CONFERENCE. January 20-21, 2016 Intercontinental Toronto Centre Toronto, Ontario PRELIMINARY PROGRAM
23 rd ANNUAL AIMSE CANADIAN CONFERENCE January 20-21, 2016 Intercontinental Toronto Centre Toronto, Ontario PRELIMINARY PROGRAM Welcome The Association of Investment Management Sales Executives (AIMSE)
More information2017 Life Insurance Conference of China
2 2017 Life Insurance Conference of China Thank You to Our Sponsors Elite Sponsors Sponsors Media Sponsors ORGANIZING COMMITTEE CHAIRMAN IAN J. WATTS, LIMRA/LOMA MEMBERS NING SHOUBO, Sunshine Life Insurance
More informationOFFICE SOLUTION SUITE
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BLOOMBERG FOR FAMILY OFFICES A Bloomberg Professional Service Offering FAMILY OFFICE SOLUTION SUITE CONTENTS 03 NETWORK 03 MARKET INSIGHT
More informationCEO Institutional Investment Summit & Awards September 2017, New York, USA
CEO Institutional Investment Summit & Awards 2017 18-19 September 2017, New York, USA The Africa investor (Ai) CEO Institutional Investment Summit 2017 and Capital Market Index Series Awards incorporating
More informationEvolution or Revolution? 8th Annual Insurance M&A Symposium: In partnership with. October 16-17, 2017 Ritz-Carlton Battery Park, New York, NY
8th Annual Insurance M&A Symposium: Evolution or Revolution? In partnership with October 16-17, 2017 Ritz-Carlton Battery Park, New York, NY spglobal.com/ima Produced by the Knowledge Center, an executive
More informationAUSTRALIAN BUSINESS BANKING SUMMIT 2017
AUSTRALIAN BUSINESS BANKING SUMMIT 2017 = Business Banking An evolution through digital transformation Thursday 17 th August 2017 Hyatt Regency, Sydney This agenda is subject to change www.australianbusinessbankingsummit.com.au
More informationNew Frontiers in Risk Allocation and Factor Investing
New Frontiers in Risk Allocation and Factor Investing The Princeton Club, New York, 22 April 2015 Institute Exclusive sponsor New Frontiers in Risk Allocation and Factor Investing The Princeton Club, New
More informationThe 2005 Asian Roundtable on Corporate Governance. Agenda
06/09/05 The 2005 Asian Roundtable on Corporate Governance Agenda Task Force on Corporate Governance of Banks in Asia: Finalisation Draft Policy Brief Stock take of Corporate Governance Developments in
More informationMorningstar Madrid Investment Conference 2018
Morningstar Madrid Investment Conference 2018 Sponsorship Kit Morningstar Madrid Investment Conference 2018 May 8, 2018 Auditorio de la Fundación Mutua Madrileña Paseo De Eduardo Dato, 20 28010, Madrid
More information3RD AFRICA PENSIONs and
THE LANDMARK LONDON HOTEL 22-24 SEPTEMBER 2014 3RD AFRICA PENSIONs and Sovereign funds INVESTMENT FORUM Accessing Institutional Capital through product & MARKET innovation AN EVENT FROM sponsoring partners
More informationAN INDEPENDENT THINK TANK FOR CENTRAL BANKING, ECONOMIC POLICY AND PUBLIC INVESTMENT
AN INDEPENDENT THINK TANK FOR CENTRAL BANKING, ECONOMIC POLICY AND PUBLIC INVESTMENT Meetings 2019 The OMFIF Podcast Subscribe to the OMFIF podcast for the latest news and insight on financial markets,
More information8:45 Keynote Address: Public Finance Matters The Story of New Orleans
NAMA 2016 Annual Conference October 5-7 Hotel Monteleone 819 Conti Street, New Orleans Wednesday, October 5 6:00 p.m. Registration Opens 7:00 p.m. Welcome Reception Hotel Monteleone Courtyard Thursday,
More informationSponsorship Opportunities. 1 p e.
Sponsorship Opportunities 2014 1 p. 1.877.363.3632 e. info@pcmacanada.com www.pcmacanada.com TABLE OF CONTENTS INTRODUCTION 3 FOUNDING SPONSORSHIP 4 PRIVATE CAPITAL MARKETS MAGAZINE 5 PCMA WEBSITE 6 PCMA
More informationTowards tax harmony in Africa. Africa Tax Conference 2015
Towards tax harmony in Africa TM Africa Tax Conference 2015 Can tax harmony be achieved in Africa? TM Welcome to the Africa Tax Conference 2015 TM At this year s Africa Tax Conference we will explore whether
More informationInstitute. Yale School of Management EDHEC-Risk Institute Multi-Asset Products and Solutions Seminar
Institute Yale School of Management EDHEC-Risk Institute Multi-Asset Products and Solutions Seminar May 26-27, 2015, Yale Campus (New Haven, CT) - USA Yale SOM EDHEC-Risk Multi-Asset Products and Solutions
More informationTESTIMONIALS FROM PREVIOUS DELEGATES
TESTIMONIALS FROM PREVIOUS DELEGATES The training was very comprehensive and very well organised. Congratulations to all JLT people engaged in this training. Thank you for the excellent arrangements during
More informationLearn from Morningstar Experts. Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009
Learn from Morningstar Experts Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009 Exclusively for Morningstar Advisor Clients Morningstar s fourth annual
More informationHOST: Liam Kennedy, Editorial Director, Investment & Pensions Europe. PLENARY 1 EUROPEAN OUTLOOK AND ITS IMPACT ON GLOBAL ECONOMIES Coming soon
9:00AM 9:30AM REGISTRATION OPEN 9:30AM 9:50AM WELCOME AND OPENING SPEAKER: Olivier Guersent, Director-General, Financial Stability, Financial Services and Capital Markets Union, European Commission 9:50AM
More informationTHE GLOBAL BLOCKCHAIN CONGRESS December, 2018 Intercontinental Festival City, Dubai, UAE.
THE GLOBAL BLOCKCHAIN CONGRESS www.agoragroup.ae 18-19-20 December, 2018 Intercontinental Festival City, Dubai, UAE FROM THE ORGANIZERS The global market for blockchain was estimated at $708 million in
More information14th Annual European Structured Products & Derivatives Conference 2017
Part of: @SRP_Insider #SRPEurope 1-2 February 2017 Guoman Tower Hotel London 14th Annual European Structured Products & Derivatives Conference 2017 Hear from the industry's leading experts: Matteo Andreetto
More informationWEALTH MANAGEMENT CONFERENCE
3RD INDIA WEALTH MANAGEMENT CONFERENCE Trends, Opportunities, and Catalysts for Change Friday, 31 August 2018 The Leela, Mumbai #INWealth 2018 CFA Institute. All rights reserved. Hosted with CFA Institute
More informationIRELAND EUROPE S CENTRE OF EXCELLENCE FOR EXCHANGE TRADED FUNDS
IRELAND EUROPE S CENTRE OF EXCELLENCE FOR EXCHANGE TRADED FUNDS irishfunds.ie CONTENTS Executive Summary 4 Ireland - the European Centre for Exchange Traded Funds (ETFs) 5 Growth of Irish ETFs and Current
More informationDVCA s Summit DVCA s Summit 2017
For private equity and venture capital funds, business angels and the industry s advisers 31st October - 1st November 2017 Hotel Hesselet, Nyborg C o n f e r e n c e G a l a D i n n e r D V C A A w a r
More information2015 WEALTH MANAGEMENT
2015 WEALTH MANAGEMENT Strategies for Private Clients Hosted with CFA Society Louisiana 4 5 MARCH 2015 SHERATON NEW ORLEANS HOTEL NEW ORLEANS, LOUISIANA, USA www.cfainstitute.org WELCOME The 2015 CFA Institute
More informationFunds Europe & Funds Global - Audience 2018
Funds Europe & Funds Global - Audience 2018 1 About Funds Europe & Funds Global...Page 3 Readership by Seniority....Page 4 Print Circulation. Page 5 Online Audience Page 6 Email Audience.... Page 8 Media
More informationRedefining the New Insurance World September 2018 Kerry Hotel, Hong Kong SPONSORSHIP PROSPECTUS
Redefining the New Insurance World 16 19 September 2018 Kerry Hotel, Hong Kong SPONSORSHIP PROSPECTUS 1 Invitation Message The Actuarial Society of Hong Kong (ASHK) is proud to host the 2018 Asian Actuarial
More informationInvitation. St. John s Colloquium Conference
June 26 - June 29th, Invitation On behalf of the International Actuarial Association (IAA), it is our pleasure to introduce the of the International Actuarial Association, which will be held in, Newfoundland,
More informationConsultants Congress
Register Now! Receive A $600 Discount Investment Management Institute 35th Fall Annual Consultants Congress November 14-15, 2018 Stamford Hilton Hotel One First Stamford Place, Stamford, CT Featured Speakers
More informationEXECUTIVE PROGRAM ON ISLAMIC FINANCE. Global Developments and Strategic Insights. September 29-30, 2015 Manama, Bahrain
EXECUTIVE PROGRAM ON ISLAMIC FINANCE Global Developments and Strategic Insights September 29-30, 2015 Manama, Bahrain PROGRAM DESCRIPTION EXECUTIVE PROGRAM ON Islamic Finance Global Developments and Strategic
More information51 st FINANCIAL FORUM
51 st FINANCIAL FORUM Charting a Course Through Changing Utility Industry Conditions April 4-5, 2019 Bourbon Orleans Hotel New Orleans, LA OFFICERS 2018 2020 President Mark Cicchetti, CRRA Florida Public
More information2018 SPONSORSHIP & PROMOTIONAL OPPORTUNITIES
2018 SPONSORSHIP & PROMOTIONAL OPPORTUNITIES Irish Funds International Events irishfunds.ie SPONSORSHIP OPPORTUNITIES - PAGE 1 WHO ARE WE? Irish Funds is the face and the voice of the Irish international
More informationagenda New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted
New York April 10, 2014 The Westin Times Square All sessions will take place in the Majestic Ballroom - 5 th Floor unless otherwise noted 7:30 am - 8:30 am Registration and Networking Breakfast 8:30 am
More informationSPONSORSHIP OPPORTUNITIES
Annual NFA Conference SPONSORSHIP OPPORTUNITIES 2018 formerly National Flood Association ABOUT US WHO WE ARE The National Flood (formerly Determination) Association, a non-profit trade association, was
More informationTel/Fax: , Mobile: ,
The purpose: The Mongolia gold conference committed to directing globally investors attention towards Mongolian gold industry, opening financial opportunities, relocating advanced technology and equipments,
More informationConference Agenda. Monday, July 10. Emcee - Allison Couch Pratt Featured Speakers - Valerie Brown and Jamie Price Keynote Speaker - Andy Friedman
Conference Agenda Monday, July 10 1:30-3:30pm 3:45-4:35pm General Session Emcee - Allison Couch Pratt Featured Speakers - Valerie Brown and Jamie Price Keynote Speaker - Andy Friedman Concentrated Wealth
More informationIIF GLOBAL SEMINAR RISK APPETITE FRAMEWORKS AND STRESS TESTING. September 28-29, 2016 London, United Kingdom
IIF GLOBAL SEMINAR RISK APPETITE FRAMEWORKS AND STRESS TESTING September 28-29, 2016 London, United Kingdom COURSE DESCRIPTION IIF GLOBAL SEMINAR: RISK APPETITE FRAMEWORKS AND STRESS TESTING Globally,
More informationBenefits and opportunities for CEDA members Queensland 2015
Benefits and opportunities for CEDA members Queensland 2015 In another life I was on the board of CEDA in Western Australia. I know the fine work this organisation does in promoting discussion, debate
More information