Indexed Insurance Forum 2017

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Ralph Atkinson
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E: Joe@structuredretailproducts.com www.

1 @SRP_Insider #SRPIowa INAUGURAL Indexed Insurance Forum 2017 Renaissance Savery Hotel Iowa, Des Moines September 2017 Silver Sponsor Associate Sponsor E:

JOIN US IN OUR INAUGURAL INDEXED INSURANCE FORUM Join us at our inaugural Indexed Insurance Forum in Des Moines, which will showcase some of the latest trends and best practices in: Innovative

2 JOIN US IN OUR INAUGURAL INDEXED INSURANCE FORUM Join us at our inaugural Indexed Insurance Forum in Des Moines, which will showcase some of the latest trends and best practices in: Innovative Product Design, Effective Distribution Models and in-depth discussion on Regulation. With experience from hosting some of the longest conferences in the world, you are guaranteed a day full of invaluable insight and great networking opportunities. Our forum is preceed by a Derivatives Masterclass (a separately bookable event), a day of dedicated workshops providing an introduction to Structured Product, and a thorough grounding in how these products are designed and used to advisors, portfolio managers, compliance managers and any new starters in the sector. The three-day event ends with our celebratory Golf tournament (a separately bookable event, providing you with lots of networking opportunities out in the green. The best way to catch up with a new market is to attend an SRP conference. Head of Structured Investor Services, Natixis Asset Management WHO SHOULD ATTEND? Anyone involved with: Company Type Capital Markets Distribution Equities and Derivatives Index Business Investment Advisors Investment Management Investment Strategy Listed Products Private Banking Structured Equity Distribution Structured Investments Structured Products Structuring & Financial Engineering Wealth Management Insurance Carrier Insurance Companies Clearing Houses Exchanges Hedge Funds Investment Advisors Index Providers Industry Bodies Associations Broker Dealers Investment Banks Law Firms Private Banks Regulators Research Companies Securities Companies Technology Providers Trading & Distribution Platforms Trading Companies Wealth/Asset Managers

3 Day One: Thursday 14 September, 2017 Conference 8.15 Breakfast and Registration 8.50 Welcome Jan Scibor-Kaminski, Managing Director, SRP 9.00 Keynote Address 9.25 Global Insurance Market Overview Tiago Fernandes, Global Head of Data, SRP 9.45 Delivering Innovative Content to the Insurance World Delivering returns in a changing interest rate world Underlyings (green indices and smart beta) How to be better buyers of Derivatives What can I banks do for you or to you? Moderator: Tiago Fernandes, Global Head of Data, SRP Insurance Solutions Distribution Best practices from each Channel Product innovation for wealth management and its clients Investor Education Efforts: Do we speak the same language? Black Box underlyings Department of Labour ruling implications Distribution Challenges for Investment Banks Scott Stolz, Senior Vice President, PCG Investment Products, Raymond James Financial Bernie Gacona, Senior Vice President, Director of Annuities, Wells Fargo & Co. Joe Toledano, Managing Director- Head of Insurance & Annuities, Morgan Stanley Wealth Management Eric Denham, Executive Vice President, Product & Business Development, Annexus Noreen Phalon, Vice President, Head of Product Management, BMO Harris Financial Advisors Networking Break The science of compliance and regulation What are the implications of the Department of Labor and how will a uniform fiduciary standard be implemented? What degree of complexity is suitable for retail investors and the proper disclosure? Easier client on-boarding? The move to fee-based distribution and what follows? Mike Yanacheak, Chief Actuary, Iowa Insurance Division Presentation- Pitfalls of Indexing Lunch Indexed Product Creation and Innovation Do investors want more complexity? Crediting options and product features and what's to come? How good is your product? Latest trends in structured products and what can cross over?

Day One: Thursday 14 September, 2017 15.00 Exploring Alternative Hedging Opportunities Increasing Transparency for Carriers Innovation in Hedging- Internal & External Discussion of Best Practices 15.

How to incorporate the requirements of regulation and compliance. Clearing and settlement and documentation Technology Driven Wholesaling Russell Hackmann, President, AXIO Group LLC 16.

What product set needs to be created for a world in which interest rates rise?

4 Day One: Thursday 14 September, Exploring Alternative Hedging Opportunities Increasing Transparency for Carriers Innovation in Hedging- Internal & External Discussion of Best Practices Financial technology and Issuer platforms for Insurance Blockchain technology: what can we learn and adopt from Bitcoin. How to make internal systems more efficient. How to incorporate the requirements of regulation and compliance. Clearing and settlement and documentation Technology Driven Wholesaling Russell Hackmann, President, AXIO Group LLC Networking break Leaders Forum: In Conversation with leading Carriers Where does the time go? Risk control, product creation and governance, distribution, best practices, sales. What product set needs to be created for a world in which interest rates rise? How to increase the size of the market Product Differentiation in a DOL world Christopher Grady, Executive Vice President & Head of Retail Sales, Athene USA Nick Gerhart, Chief Administrative Officer, FBL Financial Group Inc. Ronald J. Grensteiner, President, American Equity Investment Life Insurance Company Closing Remarks Richard Jory, Managing Director, SRP Awards Ceremony and Dinner 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 me at Joe@structuredretailproducts.com Call: +44 (0) Joe@structuredretailproducts.com

SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: 3-for-2 offer Conference Pass* Conference Pass*

Banks, Law Firms, Exchanges/Clearing Houses, Tech Companies, Consultancy/ Accounting

Banks, Private Banks, Fund Managers, Life Insurance Companies.

Joe Burris Head of Americas 3 EASY WAYS TO REGISTER 1. Online www.

Call us on +44 (0)20 7779 8239 To make sure your company is represented, book now by

Email us at Joe@structuredretailproducts.

THE RENAISSANCE SAVERY HOTEL 401 Locust St, Des Moines, IA 50309, USA Phone: +1 515 244

5 SECURE YOUR PLACE NOW: BUYSIDE: SELLSIDE: 3-for-2 offer Conference Pass* Conference Pass* * Includes access to Training 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 opportunities please contact Joe Burris Head of Americas 3 EASY WAYS TO REGISTER 1. Online AWARDS CEREMONY Limited availability 2. Call us on +44 (0) To make sure your company is represented, book now by phone +44 (0) or Joe@structuredretailproducts.com 3. us at Joe@structuredretailproducts.com For details on the Awards Dinner and Golf Day, please contact SRP Venue Information THE RENAISSANCE SAVERY HOTEL 401 Locust St, Des Moines, IA 50309, USA 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.

SRP 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