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Programme
08.00 Registration
09:00 Chairman's opening remarks
Richard Jory, Editor, STRUCTURED PRODUCTS MAGAZINE
09:10 Keynote address
What would good regulation of Structured Products look like?
•Regulation pre- and post- financial crisis
•The UK and the new Financial Conduct Authority
•Relevant European legislation and regulation
•How will European and national regulation interact?
•What are the right questions to ask as a buyer and a seller of these products?
Barbara Ridpath, Chief Executive, INTERNATIONAL CENTRE FOR FINANCIAL REGULATION
09.50 Panel discussion
The distributor's opinion: How do structured products fit into an investor's portfolio?
• Are structured products still valued as a good investment?
• How well do structured products compare and compliment other alternative investments
• Tailoring the portfolio: What considerations are needed for
- institutional investors
- retail investors
• How do UK portfolios compare to those in the US market?How do UK portfolios compare to those in the US market?
Jon Gumpel, Investment Director, BROOKS MACDONALD ASSET MANAGEMENT
Andy Halford, Head of Structured Products, KLEINWORT BENSON BANK
Philip Bastiman, Head of Structured Products, SKANDIA INVESTMENT
Eric Greschner, Managing Partner and Senior Portfolio Manager, REGATTA RESEARCH & MONEY MANAGEMENT
Jérémie Vuillard, Local Head of Investors Solutions Services Market Solutions, SG HAMBROS
10.30 Adding value and reducing risk by incorporating structured products in portfolio construction
• Structured products are not an asset class, simply another way to implement a strategy or take a position
• Derivative pricing is often at odds with fundamentals (Dividends, Downside risk)
•Examples and applications; using structured products to create extra income, to beat equity markets and to generate absolute returns
David Stuff, Director of Structured Products, RBS GLOBAL BANKING AND MARKETS
11:10 Morning break
11. 40 Risk appetite: how are investors in the UK responding to the increasingly uncertain economic and financial climate?
• "Nowhere to hide" - recapping the current economic climate and resulting investment challenges
• Impact of market volatility and credit concerns on investors' needs in structured products
• Balancing the conflicting requirement of risk reduction and return maximization
• Opportunities for issuers and investors in the current climate
Dr. James Chu, CFA, Managing Director, Investments, INCAPITAL EUROPE
12:20 What are the real implications of regulation for the UK market?
• How will regulation impact the market players?
• Are providers and intermediaries ready for changes?
• What does the future hold - increased confidence or a downsized market?
Simon Gleeson, Partner, CLIFFORD CHANCE
13:00 Lunch
14:00 Afternoon chairman's opening remarks
Eric Greschner, Managing Partner and Senior Portfolio Manager, REGATTA RESEARCH & MONEY MANAGEMENT
14.10 Guest address
The long shadow of the Credit Crunch: the banks, structured products and counter party risks
• How seriously should we take sovereign debt risk?
• Have the Regulators yet done enough to avoid banking difficulties?
• Do the main western authorities now effectively stand behind their principal banks?
• What should the manager and the investor look for in a good structured product?
• Can they find returns when the western outlook is darkened by the long shadow of the Credit Crunch?
• What should be done to manage counter party risk?
John Redwood, Chairman of the Investment Committee, EVERCORE PAN ASSET
14.50 Beyond the FTSE: Where are the investment opportunities in the market?
• Why are investors in the UK so inclined to access the FTSE?
• Are they prepared to look to other markets?
• Which asset classes could offer alternative opportunities?
- Commodities
- Fx
- Volatility
Tim Mortimer, Managing Director, FUTURE VALUE CONSULTANTS
15:20 Afternoon break
15:40 An advisors perspective: Skewing the risk/reward balance using structured products - new launch vs. the secondary market
• How to maximise the likelihood of a successful return at launch
• How has the secondary market developed in the UK?
• What has led to its growth?
• Is it better to target new launch or secondary market products?
• Understanding pricing
• Are structured products still seen as a long term investment?
16:10 Champagne roundtable
What does the future hold for the UK's structured product market?
• Regulating the market - have the regulators done enough?
• Asset classes - the rise and fall in 201
• Simplicity or yield - what are investors seeking from their structured products?
• Combating counterparty risk - is the UK structured products market winning the war?
Ryan Schiff, Managing Director, MARSHALL STERLING ASSET MANAGEMENT
Colin Jackson, Director, BARONWORTH INVESTMENT SERVICES
Stewart Richardson, Partner, RMG WEALTH MANAGEMENT
Michael Romanek, Principal, RISE PARTNERS
16.50 Chairman's closing address
17.00 End of conference and cocktail reception
