2014 - Agenda

Americas Structured Note Showcase & Awards

Agenda

 Thursday April 10th
07.30 – 08.30
Grand Ballroom Foyer
Breakfast & Registration
08.30 – 08.45
Grand Ballroom
Welcome Address

  • Mike Tims – Founder & CEO, mtn-i
08.45 – 09.00 Grand Ballroom Top Trending Structures

  • hosted by: Mike Tims, mtn-i

The top trenders, winners and losers, the fastest risers and fallers. among the latest USD50bn + of products, underlyings asset classes, payoffs and their issuers and dealers powered by mtn-i data and analytics.
PLUS! mtn-i’s structured research forecasts 5 future trends.

09.00 – 09.50 Grand Ballroom logosStructured Notes 2.0
The next generation
Oppressed by regulation, the low rate environment and bad press? Destined to continue flat-lining at less than its pre-Lehman peak? Or poised for a game changing power grab of market share from rival trillion USD markets? Next generation structured product design and delivery technologies are driving better performing and more accessible bespoke individual investor solutions, claim our leadership forum line-up.

  • Ben Fulton – President and CEO, Elkhorn Investments
  • Franck Bertoneche – Head of Structured Product Sales, North America, BNP Paribas
  • Glenn Lotenberg – Managing Director, Incapital Structured Investments Group
  • hosted by: Mike Tims, mtn-i
09.50 – 10.15 Grand Ballroom The 5th Structured Product Market
Survey Results
The results of mtn-i’s research among leading investors, dealers, distributors and issuers on how structured products are delivering against client need.

  • presented by: Tasos Vossos, mtn-i
10.15 – 10.30
Grand Ballroom Foyer
Coffee
10.30 – 11.45 Grand Ballroom New Structured
Product Showcase

Our showcase of the latest yield enhancement tools and products selected from this year’s mtn-i Americas Investor Solution and Landmark Deal award winners.

  • chair: Tasos Vossos, mtn-i

Equities: Drive extra returns at the top of the rally
Riding the Bull! Equity Linked Pricing solutions for a rallying market. How look back pricing can generate extra returns.

  • Hao Zhang – Analyst, DCM Market Linked Notes,
    Bank of America Merrill Lynch

New Yield Enhancers: Range Accruals with memory features to recover missed coupons and Equity Redemption Puts to sweeten steepener returns.

  • Deryk Rhodes – Executive Director,
    Incapital Structured Investments Group

Rates: Generate enhanced yield from rising rates
Riding the Bear! How adding credit linked component to CMS linkers matched to investor’s existing credit exposure can generate enhanced returns.

  • Stanislas Varin – Managing Director, Head of Credit & Rates Structuring
    for the Americas, Crédit Agricole CIB

Proprietary Strategies: Add top trader sophistication
to asset exposure

The Prop Toolbox: How can investors get the benefit of the proprietary trading ideas across the asset class spectrum. The best proprietary trading techniques and strategies
can now
be added
to any asset class or investment decision.

  • Liliana Figueroa – Structuring LatAm, BBVA Bancomer
  • Mark Alberici – Head of US Equity Derivatives
    Structuring & Cross-Asset Investible Indices, JP Morgan
11.45 – 13.00Palm Grove – Poolside Speed Networking
Client Origination Against the Clock

Our unique client speed dating sessions consistently score the highest delegate feedback ratings at mtn-i events with 50% of participants rating the format “Excellent”.
13.00 – 14.30
Palm Grove
Lunch & Networking
14.30 – 15.30Grand Ballroom Structured Product
Issuer Showcase

  • Bill Bamber – Managing Director and Head, Wealth Solutions Group, CIBC
  • Patrice Linot – US Medium Long Term Funding,
    BNP Paribas
  • Javier Blanco – Executive Director, Interest Rate Derivatives & Structured Products, Natixis
  • Anna Finnskog – Director, Swedish Export Credit Corporation
  • Evelyn Hartwick – Head, Socially Responsible
    Bond Programs, IFC
  • hosted by: Jennifer Bravo – DCM Market Linked Notes,
    Bank of America Merrill Lynch
15.30 – 16.15 Grand Ballroom regulation
Education, Education, Education

Meet the man who educates the advisors who educate the investors. Understand how an education driven approach to the marketing and sale of structured notes can most regulatory targets and to a higher standard. The answer is not so much in the regulation as in education.

  • Carmen Palladino – Structured Investment Specialist, Incapital
16.15 – 16.30
Grand Ballroom
Wrap up & Close
All the take aways of the day and close of the
8th mtn-i Americas Structured Note Showcase.

  • presented by: Mike Tims, mtn-i
16.30 – 17.00
Grand Ballroom Foyer/Bar
Networking & Drinks
An opportunity for informal networking and refreshment before breaking to prepare for the Awards Reception.
17.00 – 18.30 BREAK
18.30 – 19.30 Palm Grove 7th Floor Pool Terrace Awards Reception
19.30 – Late Palm Grove 7th Floor Pool Terrace mtn-i Americas Awards Dinner
The 5th mtn-i Americas Awards Dinner celebrates and recognises the institutional performances and deals which provided the most compelling investor solutions in the last year.
A night of celebration and inspiration with award winners and clients in the stunning setting of the Four Seasons Miami.
Download a printer friendly Agenda PDF here.
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