Agenda
Tuesday, November 12, Omni Hotel, Nashville, Tennessee
10:00AM - 11:30PM
Team Building Exercise @The Bad Axe Nashville, 652 Fogg St, Nashville, TN 37203
Activity: Structured Products industry Challenge
Each bank forms a team to compete in an Axe Throwing Competition
Award: Best Structured Product Team
Winning team announced at the end of the exercise and awarded a trophy.
11:30AM - 12:00PM
Walk back to The Omni Hotel, Nashville
12:00PM - 12:50PM
Lunch Break
12:50PM - 1:00PM
Welcome Address & Opening Remarks
Speaker:
Frances Weston, Chief Commercial Officer, WSD
1:00PM – 1:30PM
AI Demo: Future of AI in Financial Markets
Live demonstration of AI applications in structured products, including risk assessment, market prediction, and product personalization.
Speaker:
Mathias Strasser, Chief Executive Officer, WSD
1:30PM – 2:15PM
Are you There Tech? It’s Me, Structured Products
Deep dive into market demands, system limitations, current technologies, and future advancements
Current demands of the market
Today’s frustrations and current systems limitations
Technologies in use today
Immediate and future advancements
Moderator:
Portia Chan, Executive Director - Structured US Digital Platforms, Global Markets, UBS
Speakers:
Elliott Appel, Head of Product, UGM Americas Structured Products, UBS
Géraldine Laussat, Global Head of Structured Products, OTCX
Vanessa Simonetti, Managing Director, Global Equity Derivatives, TD Securities
Michael Yu, Partner, Fried Frank
2:15PM - 2:45PM
Panel Discussion - Impact Investing and Structured Products
Exploration of how structured products can contribute to impact investing
Case studies on successful partnerships Audience Q&A.
Moderator:
Michael D'Auria, Executive Director - Head of Advisor Sales with the Structured Investments team, J.P. Morgan
Panellists:
Aly Murray, Executive Director, UPchieve
Nkonye Okoh, Managing Director, Founder of the Action Bond Program, J.P. Morgan
Ashley Saville, Senior Vice President of Development, Blue Star Families
2:45PM - 3:30PM
SPi Key Stats and Innovations in Structured Products
Deep dive into new product developments and innovative structures in the market
Case studies of successful products launched in the past year
Discussion on past and future trends
Presenter and Moderator:
Tiago Fernandes, Head of Data & Platform, WSD
Speakers:
Deep Gandhi, Managing Director - Head of Distribution, Structured Products Americas, UBS
Raul E. Perez, Director – Head of Sales, Structured Investments Group, Wells Fargo Securities
Evan Tsembelis, Senior Vice President, Capital Markets, Rockefeller Capital Management
Vidal Vanhoof, Counsel, Derivatives & Structured Products and Capital Markets, Davis Polk & Wardwell
3:30PM - 4:00PM
Afternoon Break
Light snacks and refreshments available.
4:00PM - 4:45PM
The Role of QIS and Alternative Investments in Annuities
In today’s financial landscape, marked by persistently low interest rates and heightened market volatility, traditional annuity products face significant challenges in delivering both income and capital growth. This panel, titled "The Role of QIS and Alternative Investments in Annuities," will explore how Quantitative Investment Solutions (QIS) and alternative assets are transforming the annuity space, offering innovative ways to navigate these market conditions.
Moderator:
Pratik Pareek, Head of Insurance Coverage & Sales, Goldman Sachs
Panellists:
JT Cape, Annuity Intelligence Manager, Aspida Life Insurance
Mathieu Pellerin, Retirement Research Director & Vice President, Dimensional
Rajiv Ranjan, Responsible for ALM and Hedging Strategy, Constellation Insurance
4:45PM - 5:30PM
Panel Discussion - The State of Structured Products
Topics include market trends, regulatory impacts, and future outlook
Q&A session with the audience
Moderator:
Tom Layton, Senior VP of Product Management, Raymond James Global Wealth Solutions
Speakers:
Victoria Garcia-Rubiales, Head of Investment Solutions Sales U.S. & LatAm, BBVA
Todd Harris, Director broker Dealer/RIA Structured Product Distribution team, Baclays
Brandon Igyarto, Managing Director, Head of SIDM, Americas, J.P. Morgan
Christian Rieben, Managing Director, Head of Structured Wealth Solutions, Bank of America
5:30PM - 5:45PM
Closing Remarks
Summary of key insights from the day's sessions
Announcement of next steps and future events
5:45PM - 6:30PM
Networking Reception
Opportunity to connect with industry peers, speakers, and panelists
Light hors d'oeuvres and beverages served
6:30PM - 9:00PM
Dinner and Awards Ceremony
Dinner: Formal dinner with a curated menu, providing a relaxed setting for attendees to unwind
Awards Ceremony
Entertainment: Live music or a keynote speaker to conclude the evening on an inspiring note.