Remind Me
Thursday 31st May 2012
Preliminary Agenda - Please note that this agenda is in draft format. Topic descriptions and timings are open to change
08.00 Registration and refreshments
08.30 Welcome
Structured Products Magazine
08.35 Chair's opening remarks
08.40 Keynote Address: - Local and EU wide regulatory developments and the impact for the Nordic SP Market
• Implementation of the new MiFID directive including broker commissions
• PRIPS and the implications for the retail segment
• The scope of the prohibition for intermediaries to receive fees and other inducements from product providers
• Prospectus Directive - ensuring the added disclosure burden does not slow down product issuance
Magnus Björkman, Head of Division, Securities Business Law, FINANSINSPEKTIONEN
09.10 Nordic Market overview
• What kind of structures are in high demand/ what types of products account for how much of the business?
• How is the Nordic investor different from its European peers when it comes to structures and underlying's
• Identifying the variations in different Nordic countries - why are there differences?
• What types of wrappers are preferred?
• How is the investor base segmented across the region (retail/institutional/intermediary)
Klas Johansn, Partner, OAK CAPITAL
09.40 INTERACTIVE BUSINESS NETWORKING SESSION: Giving the delegates an opportunity to meet
10.10 Refreshment and networking break
10.40 Panel Discussion: Identifying the best structures to take advantage of different types of markets going forward
• What type of product's are most attuned to the current situation?
- Which market condition suit which type of products?
- Suitable structures for a volatile, heavy skew market
• Structured product autocalls: do they deserve their popularity?
• Collateralised structured products
• Future products in a low interest environment
• Developments in the Nordic and wider European structured products space
11.10 Structured products and the prospects for fixed income
• How the fixed income market in the Nordic region evolved?
• The outlook and demand for fixed income products
• Which benchmarks are most relevant for today's investors?
11.40 Managing Risk within your structured products portfolio
• Establishing the risk preferences of your clients
• Credit risk evaluations
• Innovating structures to reduce issuer risk
• Hedging against volatility or market shocks
12.10 Lunch
13.10 Accessing emerging markets through structured products
• The advantages of accessing exotic asset classes
• Emerging markets and trading strategies
• East vs. West - Where do the emerging markets fit within the global investment landscape?
13.40 Structured products and the secondary market in the Nordic region
• How has the secondary market for structured products recently evolved
• Secondary markets and the need for risk analysis
• Pricing for actual quoting on exchange and phone trading
• How do different types of products behave in the secondary market?
Edgar Luczak, Deputy CEO, GARANTUM FONDKOMMISSION AB
14.10 Structured product pricing in a high volatility environment
• How has the Eurozone instability affected structured product pricing and pay outs across the Nordic region?
• Which structures receive higher pay outs in volatile markets?
• Long volatility products vs. short volatility products
14.40 Refreshment and networking break
15.10 Pension fund/ family office case study
• Structured products as an investment option: The view of the end investor
• How do structured products fit within an investors' portfolio?
- Effective use of structured products within an asset allocation strategy
• What do investors look for when they are selecting a product?
15.40 The Future: Responding to the markets and putting your clients first
• Identify customer needs and developing products that is tailored to this demand
- Adapting offerings to meet the needs of nervous investors or has risk appetite increased and made way for innovation?
• Education and the key to selling structured products to your clients
- Reaching and convincing your clients in the different segments
• Ensuring the long term Growth of the Nordic structured products industry in light of the last few years' volatile investment climate
16.10 Chair's closing remarks
16.20 Close of conference and drinks reception
