Agenda  Wednesday May 22nd 18.30 – Late Palm Grove 7th Floor Pool Terrace Welcome Drinks Reception The first of many informal and relaxed opportunities to network with the unique and comprehensive mix of senior level America’s structured note manufacturers, dealers, distributors issuers, investors and advisors that the mtn-i Americas showcase always attracts.  Thursday May 23rd 07.30 – 08.30 Bahia 7th Floor Pool Terrace Breakfast 07.30 – 08.30 Grand Ballroom Foyer Registration 08.30 – 08.45 Grand Ballroom Opening Address – ‘The Next Big Lie!’ Mr Mark Grant, Southwest Securities Bloomberg, CNBC and mtn-i commentator Mark Grant has been living a double life as a Wall Street bond trader by day and Wizard by night for the last 40-years. More… 08.45 – 09.00 Grand Ballroom Americas Analysis – mtn-i Structured Trend Blast Presented by Mike Tims, Founder & CEO mtn-i mtn-i data reveals the stories and trends beneath a headline plunge in structured note sales to USD45bn in 2012, their lowest since 2006! More… 09.00 – 09.45 Grand Ballroom Structured Note Leadership Forum A star line up of the US structured note market’s leading manufacturers, issuers, distributors and legal advisors present their visions of the present and the future. More… 09.45 – 10.15 Grand Ballroom The 4th Structured Products Investor Survey Review Hosted by George Matlock, mtn-i The 4th mtn-i Americas Investor Survey will More… 10.15 – 10.30 Grand Ballroom Foyer Coffee 10.30 – 11.45 Grand Ballroom New Structured Product Showcase We’ve picked a showcase of the best of the structured note market’s newest and most relevant and trending investor solutions. The market’s leading manufactures make the structured product case for China, LatAm, Gold, S&P income, and the Great Rotation out of bonds into equities in a showcase hosted by mtn-i’s Tasos Vossos. More… 11.45 – 13.15 Coral Gables Speed Networking Client Origination Against the Clock I 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”. More… 13.15 – 14.30 Palm Grove Lunch & Networking 14.30 – 15.15 Grand Ballroom Structured Product Issuer Showcase Michael Bennett – Head of Derivatives & Structured Finance, World Bank Anna Finnskog – Director/Funding, SEK Sylvia Baharet – Trader, Toyota Financial Services Bill Bamber – Managing Director, CIBC World Markets Marcin Bill – Financial Officer, IFC Moderator: Jennifer Bravo – DCM Market Linked Notes, Bank of America Merrill Lynch Origination Opportunity: Toyota, The World Bank, SEK and CIBC are all presenting and discussing their credit credentials in a Bank of America hosted seminar. Hear from and spend time with them and many other issuers during formal and informal networking at the event. This exclusive showcase combination of presentations and speed-networking has a proven track record for generating trading and issuance opportunities. 15.15 – 16.00 Grand Ballroom Regulation Round-up Presented by Anna Pinedo, Partner, Morrison Foerster. Structured products are under regulatory scrutiny in the United States, from the Securities and Exchange Commission, FINRA, and state authorities. More… 16.00 – 17.30 Palm Grove 7th Floor Pool Terrace Speed Networking Client Origination Against the Clock II Your opportunity for quality face time with another 15 potential clients or counterparties across 5 minute mini meetings during our 2nd Speed Networking session. 17.30 – 19.00 Palm Grove BREAK 19.00 – 20.00 Palm Grove 7th Floor Pool Terrace Awards Reception 20.00 – Late Palm Grove 7th Floor Pool Terrace mtn-i Americas Awards Dinner The 4th 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.  Friday May 24th 08.00 – 09.00 Bahia 7th Floor Pool Terrace Breakfast  More… 09.00 – 12.00 Coral Gables One to One meetings Event manufacturer and issuer sponsors host private One 2 One meetings. It’s a great opportunity to sit down and do some serious business out of earshot of peers and competitors. More…

Download a printer friendly Agenda PDF here.

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Thursday May 23rd,  08.30 – 08.45

Mark Grant – The Next Big Lie!

Bloomberg, CNBC and mtn-i commentator Mark Grant has been living a double life as a Wall Street bond trader by day and Wizard by night for the last 40-years. But recently his worlds of fantasy and investment have collided! Official sovereign debt data from the Eurozone and the US has become the stuff of illusion rather than reality, and dare he say it; lies!

Is blind acceptance by fund managers of this sovereign debt data leading investors down the path of massive potential losses?

And while the world’s economies head in one direction while the markets go in the opposite, is the future really so bright?

Grant does the sums on the difference between reality and fantasy and the consequences for global markets and investors.

 

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Thursday May 23rd,  08.45 – 09.00

Americas Analysis – mtn-i Structured Trend Blast

mtn-i data reveals the stories and trends beneath a headline plunge in structured note sales to USD45bn in 2012, their lowest since 2006! Yet some products, asset classes, and issuers bucked the slump. And some key trends in risk appetite, underlying diversification, and trade size emerged too! See them revealed and every asset class diced and spliced by mtn-i analytics.

 

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Thursday May 23rd,  09.00 – 09.45

Structured Note Leadership Forum

A star line up of the US structured note market’s leading manufacturers, issuers, distributors and legal advisors present their visions of the present and the future.
Including the slump in sales, the impact of new regulation, the new trends in distribution, pricing technology. The new roles emerging for structured notes as an asset class and the re-emergence of institutional demand!

• Citi, Rob Sowinski, Director, US Sales
• Barclays, Jerome Merveille, Vice President US MTN Desk
• Morrison & Foerster, Anna Pinedo, Partner
• Southwest Securities, Mark Grant, Managing Director Structured Notes
• Deutsche Bank, Gladys Salazar, Director
• mtn-i, Mike Tims, Founder and CEO.

 

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Thursday May 23rd,  09.45 – 10.15

The 4th Structured Products
Investor Survey Review

The 4th mtn-i Americas Investor Survey will present

and review the feedback of investors across the Americas including US-based private banks, wealth mangers, asset managers, county treasurers and insurance companies to determine questions such as:

• What proportion of portfolios are retail and institutional investors
  allocating
  to structured products?
• What products, underlyings and asset classes have joined or
  left
  their buy lists?
• How are perceptions of structured product value, transparency
  and liquidity evolving?
• What will drive more demand for structured products in each
  investor category?

Hosted by George Matlock, Assistant Editor, mtn-i.

 

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Thursday May 23rd,  10.30 – 11.45

New Structured Product Showcase

We’ve picked a showcase of the best of the structured note market’s newest and most relevant and trending investor solutions. The market’s leading manufactures make the structured product case for China, LatAm Gold, S&P income, and the Great Rotation out of bonds into equities in a showcase hosted by mtn-i’s Tasos Vossos.

China! CNH-linkers

The Chinese offshore Remninbi has recently been one of the hottest underlyings for retail buyers with over USD350m of sales and 25 deals so far in 2013. Alongside a steady pipeline of dual FX notes, the CNH has been a feature of the fast growing hybrid space.

Tomas Gomez, Vice President, Derivatives & Structured Products,
Americas,
HSBC Securities presents the CNH Story and How to Capture It.

LatAm! FX+Rate returns

Offering the high interest rates prevailing in South America in exchange
for FX risk.

Yield hunting south of the US border brings opportunities for higher rates and FX appreciation. Citi have innovated a range of solutions to generate yield from both on Latam growth stories including the Chilean peso.

Carlos Martin, LatAm head of sales, Citi reveals how enhanced fixed rate returns and FX appreciation can add up.

American Income

Combining the returns from leading fund manager, Alliance Bernstein’s American Income Portfolio overlayed with extra returns generated Citi’s ROW equity option strategy to deliver monthly returns and daily liquidity. Citi’s pioneering new concept combines the best of fund management and structured note technology.

Carlos Martin, Citi’s LatAm Head of Sales presents the solution.

Mexican Warrants

Featuring increased transparency and liquidity, Mexican warrants have become an attractive way to get exposure to domestic and international underlyings. After five years of meteoric rise in Mexico, this innovative product recently became available to international investors, paving the way for further expansion.

Jose Antonio Bernal Alonso, BBVA Bancomer’s head of Global Equity Structures, LatAm, explains how investors can reap the benefits of this new product.

Great Rotation

Bank of America researchers dubbed the potential flood of cash out of bonds into equities “the Great Rotation” and now structured products based on Long equities/short bonds strategies to replicate the strategy in a note rather than portfolio re-allocation are emerging. How can they replicate the trend and protect existing positions?
Bank of America leading manufacturer of this structure delivers its view.

Presented by Jennifer Bravo, Bank of America Merrill Lynch, DCM Market Linked Notes.

 

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Thursday May 23rd,  11.45 – 13.15

Speed Networking –
Client Origination Against the Clock I

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”.

Streamed and colour coded as a manufacturer, issuer, investor or regional broker-dealer you are guaranteed quality face time with 15 potential clients or counterparties across 5 minute mini meetings during this session.

5 minutes is certainly not enough time to start a new business relationship but it will be the start of a conversation
that you’ve got the rest of the event to take things further…

 

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Thursday May 23rd,  15.15– 16.00

Regulation Round-up

Structured products are under regulatory scrutiny in the United States, from the Securities and Exchange Commission, FINRA, and state authorities. This session will focus on:

• FINRA concerns regarding suitability, misselling, and “complex products”
• FINRA enforcement activity
• Concerns relating to distributors
• Conflicts of interest
• Proprietary indices, index-linked products
• FINRA communications rules
• The SEC’s “sweep” letter and estimated initial value

Hosted by Anna Pinedo, Partner, Morrison Foerster.

 

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Friday May 24th,  08.00 – 09.00

Breakfast

Informal networking over breakfast and brunch. After the big awards night celebrations, there’s more time to follow up informally with the connections you have made with investors, issuers, manufacturers, regional distributors and the mtn-i team.

 

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Friday May 24th,  09.00 – 12.00

One to One meetings

Event manufacturer and issuer sponsors host private One 2 One meetings. It’s a great opportunity to sit down and do some serious business out of earshot of peers and competitors.

All delegates can arrange private meetings with showcase sponsors in advance with the mtn-i team just by emailing ross@mtn-i.com. We will arrange a time with your requested sponsor. You can also book a meeting directly during the event. If you want to become a One 2 One meeting sponsor to host and advertise your own availability for private One 2 One meetings contact ross@mtn-i.com.

 

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