Structured Products Forum 2015

 

8.40am
Registration

 

9.00am
Welcome Address

 

David Schmid
Chief Executive Officer and Managing Director, Asia
Leonteq Securities

 

9.10am
Panel Discussion
A re-awakening for structured products in Asia?

 

• Where is there the most appetite in structured products at the moment?
• How best can we serve increased interest in highly-bespoke products?
• What needs to be done to increase penetration of structured products?
• How does the reputation of structured products today compare with those of other asset classes?
• What did we learn from 2008? Have we applied this?
• Has the industry won back client confidence?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Rohit Jaisingh
Head, Equity and Commodity Investment Products 
DBS Bank

 

Emmanuel Guillaume
Head of Derivatives, Asia
Coutts

 

Harry Krkalo
Head Structured Solutions, Private Banking Sales 
Leonteq Securities

 

9.50am
Keynote Presentation
Comparing structured products in Europe and Asia

 

David Schmid
Chief Executive Officer and Managing Director, Asia
Leonteq Securities

 

• What are the trends in each market?
• What are the differences between products, pay-offs and maturities?
• How do the risk appetites of clients differ between these markets?

 

10.20am
Presentation
A more effective RM Workstation

 

Mahesh Bulchandani
Chief Executive Officer, Asia
FinIQ

 

• So what does an RM ideally need on a Workstation?
• How should that be delivered?
• What should the end-game look like?

 

10.50am
Refreshments & Networking

 

11.20am
Presentation
Product innovation and trends - Equities

 

Harry Krkalo
Head Structured Solutions, Private Banking Sales 
Leonteq Securities

 

• Market analysis & trends
• Product innovation

 

11.35am

Presentation
Multi-issuer platforms

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

11.45am
Panel Discussion
Automation and platforms - taking the industry to the next level

 

 

• What is the role of automation or automated advice?
• Why have platforms become more and more relevant?
• What are the next steps around automation and industrialisation of this sector?
• Why are there multiple platforms emerging?
• What are the issues and challenges with this?
• How critical is it for the new multi-issuer platforms to be independent of the banks?
• What are the requirements of an ideal platform?
• With greater automation happening in the structured investments space, what should be the main objective?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Mahesh Bulchandani
Chief Executive Officer, Asia
FinIQ

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

Thibaud Gogny-Goubert
Head of Product and Services Development, Asia
BNP Paribas Wealth Management

 

Calvin Yeap
Head of Equity Derivatives Trading, Treasury & Markets
DBS Bank
 

12.30pm
Presentation
Regulatory update: do’s and don’ts in structured products

 

Richard Wu
Head Legal & Compliance, Asia
Leonteq Securities

 

• How is the regulatory environment governing structured products evolving?
• What does this mean for what issuers can and cannot do?
• Is the possibility of listing products on exchanges getting closer?
• What suitability checks are required today?

 

12.55pm
Lunch

 

1.45pm
Panel Discussion
Educating RMs and advisers

 

• How can we get front-line staff to be more confident and capable of having appropriate conversations with clients about structured products?
• How can better education of RMs generate more sales?
• What can be done to bring greater transparency to the sales process?
• In which products or strategies is there the most need for more education?
• What are the right types of conversations with clients?
• Why are some clients more open to accepting losses on mutual funds compared with structured products?
• What structured products are relevant in different market environments? And for different types of investors?
• What do most people want from their products?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Alessandro Caironi
Head of Capital Markets Sales, APAC 
UBS Wealth Management

 

Yash Mishra
Managing Director, Head, Private Clients
Taurus Wealth Advisors

 

Hans Goetti
Head of Investment, Asia
Banque Internationale A Luxembourg

 

2.20pm
Presentation
Crash course in structured products

 

Peter Williams
Structured Solutions Sales
Leonteq Securities

 

• What product categories exist?
• How do structured products generate value?
• FCN, Bonus Certificate, Twin Win Autocallables – easily explained

 

2.50pm
Panel Discussion
Creating value for investors – a growing portfolio role for structured products

 

•    Can structured products really create value for investors? Where can value be found?
•    Are structured products being (mis)used by the banks for generating revenue for the banks?
•    How does the reputation of structured products today compare with those of other asset classes? 
•    How can product manufacturers and distributors work together most effectively and efficiently?
•    What more do distributors need in relation to price discovery, transparency, seamless end-to-end service, lower fees, more efficient execution and booking, or streamlining information to reduce the volume?
•    What are the different scenarios where structured products can add value?
•    Where do structured products fit within a portfolio? It is an alternate asset class or should we model them on their constituents? 
•    A lot of structured products are sold on an advisory basis, but are there opportunities to use them within a discretionary portfolio?
•    Why are more structured products not used within discretionary portfolios?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Charles Picard
Head of Structured Products & Tailor Made Derivatives
BNP Paribas Wealth Management

 

Emmanuel Guillaume
Head of Derivatives, Asia
Coutts

 

Hans Goetti
Head of Investment, Asia
Banque Internationale A Luxembourg

 

Jeremy Ng
Managing Director & Deputy Chief Executive Officer, Asia
Leonteq Securities

 

3.30pm
Refreshments & Networking

 

4.00pm

Presentation
Buy-and-hold or buy-and-sell?

 

Harry Krkalo
Head Structured Solutions, Private Banking Sales
Leonteq Securities

 

• What are the trends in remuneration models, and how are these impacting the service model for structured products?
• With ongoing fees, there is need to provide ongoing service – what does this mean in terms of managing the lifecycle of a structured product?
• Actively managed certificates. How do they compare against funds?
• What does good service look and feel like in the context of structured products?
• What are the skills, tools and other resources you need to provide it?
• What can go wrong?

 

4.30pm

Presentation
Advanced course in structured products

 

Duane Bong
Structuring
Leonteq Securities

 

• Explaining Greeks (and how to communicate them to clients) – and how do they impact structured product pricing?
• Why is correlation important?

 

5.00pm
Forum Ends