SRP Americas Indexed Insurance Forum The Embassy Club, Des Moines September 2018

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1 SRP Americas Indexed Insurance Forum 2018 The Embassy Club, Des Moines September 2018

CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Derivatives Masterclass Conference Agenda Previous Sponsors of SRP events SILVER

2 CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Derivatives Masterclass Conference Agenda Previous Sponsors of SRP events SILVER SPONSOR Register & Venue Events Calander EXHIBITOR To discuss sponsorship opportunities please contact Joe Burris Head of Americas T:

3 WELCOME Welcome to the 2nd Americas Indexed Insurance Forum 2018 in Des Moines. We are excited to return to Iowa after the excellent feedback we received on last year s inaugural SRP Indexed Insurance Forum, which included a oneday derivatives training class as well as high quality content and discussions opening the conversation between structured products and the indexed insurance community. This year s event opens, again, with a training day, which will take place on Wednesday 18 September, and includes sessions on the basics of derivatives and market-linked products as well as the effect that derivatives have on the Insurance market. The conference will start with a keynote on the US financial markets, providing an insight and analysis of the prevailing trends in financial markets, followed by an investigation of the global structured products markets based on SRP data. These sessions will provide the stage on which indexed annuity stakeholders can discuss the newest and most innovative strategies and indices built to address the low interest rate environment as well as global growth opportunities. Panels will include debates on how best to introduce favoured strategies to investors, and views from the buyside, which will share feedback from clients on the demands from investors, how they view product offerings and the challenges for developers in a rapidly changing economic and regulatory environment. We are delighted to welcome Doug Ommen, insurance commissioner of Iowa to a roundtable that will highlight regulatory initiatives affecting index annuities and offer insight into how the rules can and should be interpreted. The event culminates with two panels, each designed to reveal how the market for index annuities will develop and increase in size and sophistication. A cocktail reception at the end of the day will be followed by the SRP Indexed Insurance Awards Ceremony, which will include a dinner and awards presentation in recognition of success and innovation. We look forward to your participation in this important discussion and debate and we hope you enjoy this year s event. Best regards Tiago Fernandes Managing Director SRP Great conference, well organised and executed with a great mix of attendees and content PRESIDENT, AXIO SRP, part of the Euromoney Group and the only global source of industry intelligence (covering 18 million products in 41 core markets worldwide), runs events which are renowned for attracting the best of the buy- and sellside and providing an annual meeting place for issuers, distributors, advisors, index providers and regulators.

4 WHY ATTEND? After last year s great success, the Indexed Insurance Forum is back for the second year in Des Moines. Showcasing some of the latest trends and best practices in the industry, join us to innovate your Indexed Insurance Strategy and win more business. Discuss the latest trends, best practices and innovation. Improve your strategy with essential market insight. More on regulation from State Insurance Commissioners. Network with key market leaders. 77% decision makers attended 44 companies represented 30 speakers

DERIVATIVES MASTERCLASS TUESDAY 18 SEPTEMBER MEET THE TRAINER Accredited by TIAGO FERNANDES Managing Director, SRP Tiago Fernandes is the Managing Director of SRP in London.

5 DERIVATIVES MASTERCLASS TUESDAY 18 SEPTEMBER MEET THE TRAINER Accredited by TIAGO FERNANDES Managing Director, SRP Tiago Fernandes is the Managing Director of SRP in London. Tiago joined SRP from Caixa Geral de Depósitos, where he was an analyst for structured products in Portugal. Prior to that, Tiago worked at BNP Paribas and at DIF Broker. DERIVATIVES: INTRODUCTORY WORKSHOP MARKET-LINKED: ADVANCED WORKSHOP 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 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 Lunch

CONFERENCE AGENDA WEDNESDAY 19 SEPTEMBER 08:15 Registration & Breakfast 08:50 Chairman s Welcome Tiago Fernandes, Managing Director, SRP 11:00 Insurance Solutions Distribution Best Practices from

6 CONFERENCE AGENDA WEDNESDAY 19 SEPTEMBER 08:15 Registration & Breakfast 08:50 Chairman s Welcome Tiago Fernandes, Managing Director, SRP 11:00 Insurance Solutions Distribution Best Practices from each Channel What are the key innovations, adjustments and challenges in distribution? Product distribution, compensation, and technology Challenges and opportunities in the post-fiduciary rule regulatory environment Christopher Conroy, Head of Annuity Sales, North American Company for Life and Health Insurance 09:00 Keynote Address 09:25 Global Market Overview: Insurance & Structured Products Recap Tiago Fernandes, Global Head of Data, SRP 09:50 Product Development and Innovation in Annuities How the annuity product landscape has changed? What are the opportunities in product creation? Are the products features becoming too complex? Proprietary indexes doing better than the others. What are the reasons? Innovation in insurance benefits? 10:30 Networking Break 11:40 Presentation: Is the Future of Advice Technologically Driven? What tools and knowledge is needed to face the current challenges? Tools to help advisors and their clients to understand the value of annuities Where advisers and investors disagree? How to to predict behavioural patterns and adapt your customer engagement strategy? What are the main AI trends in insurance? How technology is being used to support and grow efficiencies? 12:10 Commissioners roundtable: Emerging Issues in State Insurance and Securities Regulation What should the fiduciary rule include and how will the SEC help? Retirement security initiative: what is the current status? What the limitations on index illustrations? Moderator: Nick Gerhart, Chief Aministrative Officer, FBL Financial Group Panellists: Doug Ommen, Commissioner, Iowa Insurance Division and Chairman, Life Insurance and Annuities (A) Committee, National Association of Insurance Commissioners (NAIC)

Changing regulatory and market landscape How to create an environment of innovation, collaboration and techno partnerships? What does the future look like?

7 CONFERENCE AGENDA 12:50 Lunch 14:00 Index Innovation in Capital Markets Building a new index. Performance, support Perspective of a new product. New hedging strategy expertise with new indexes The next wave of managed volatility products How to continue and support existing index 16:30 Leaders Forum: In Conversation with leading Carriers Changing regulatory and market landscape How to create an environment of innovation, collaboration and techno partnerships? What does the future look like? Doug Wolff, President, Security Benefit Life 17:10 Closing Remarks 14:40 Adviser Panel: Best Practices for Using Structured Products and Indexed Insurance Can indexed insurance and structured products complement each other? What do advisors want? When and where they use Annuities and SPs? Tom Balcom, Founder, 1650 Wealth Management 15:20 Networking Break 15:50 Growing the Pot: How can Indexed Annuities become Mainstream Products? How do we become a trillion dollar market? How to explain the value of annuity against other products? What we can learn from structured products 19:00 Awards Ceremony The best and the brightest in the industry will be recognized at our inaugural Awards Dinner and Ceremony in the evening. Join us to relax with a few drinks and support the industry-wide accolades with your colleagues, partners and clients as we celebrate the industry s champions. Limited Availability. Tom Haines, SVP of Capital Markets and Index Solutions, Annexus

8 PREVIOUS SPONSORS OF SRP EVENTS

9 SECURE YOUR PLACE NOW Buyside Derivatives Masterclass $295 Buyside Conference Pass $495 Buyside Combo: Derivatives Masterclass & Conference Pass $695 or Call us on VENUE DES MOINES EMBASSY CLUB DOWNTOWN 666 Grand Avenue Des Moines, Iowa T: CLUB SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Des Moines. Once you have confirmed your registration for the conference, we will provide details on how to book your room at the discounted rate.

10 EVENTS CALENDAR TOTAL NO OF DELEGATES 60% BUYSIDE ATTENDANCE 48% C-LEVEL DELEGATES 430+ NO OF COMPANIES

5 th Asia-Pacific Wealth Management & Fintech Conference 2018

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