Hotel Pullman Paris Tour Eiffel | 17 September 2018

SRP France1st Conference 2018

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WELCOMEWelcome to the inaugural SRP structured products & derivatives conference in Paris

The creation of new regulation has had a profound effect on the way that structured products are sold and distributed in Europe’s French-speaking countries, which lies at the heart of the creation of the inaugural SRP France conference, which will take place at the Hotel Pullman Paris Tour Eiffel on September 17.

Starting with an insight into the workings of the local regulator and followed by an expert panel of international regulators, ranging from senior members of the European Commission to the AMF and including the contribution of the local trade association, you will be informed of the implementation of new regulations as well the correct way to use these rules within the spirit of the new laws.

The conference will also showcase the first in- depth, analytical research into performance across the structured products market in France. In cooperation with the country’s leading providers and distributors of these products, SRP will present the results and highlight the most effective sales and distribution techniques.

The performance will be complemented by panels on product innovation, which will include a review

of preferred underlyings, with a particular emphasis on the use of benchmark and also strategy and proprietary indices. The investigation of indices and underlyings will include a particular assessment of environmental and social governance, or ESG, and the degree to which its adoption has been welcomed in the investment world.

Innovation in technology has proved to be crucial to the development of the structured products market, with the use of trading platforms, artificial intelligence in investment decisions and other electronic efficiencies revealed and discussed in the final panel of the day.

The new conference in Paris is a complement to a portfolio of SRP events that take place in London, Sweden, Johannesburg, Chicago, Iowa, Shanghai and Singapore.

Best regards

Richard JoryGlobal Head of Content | SRP

“SRP is one of the best conferences in the financial industry” DESJARDIN

SRP, part of the Euromoney Group and the only global source of industry intelligence (covering 18 million products in 41 core markets worldwide), runs events which are renowned for attracting the best of the buy- and sellside and providing an annual meeting place for issuers, distributors, advisors, index providers and regulators.

WHY ATTEND?We are proud to launch SRP’s inaugural French conference in Paris, connecting the best minds in structured products and derivatives.

This intensive, one-day event will provide an exclusive platform for discussion about uniquely French but also global themes relating to topics ranging from asset allocation and distribution to ESG investing, benchmark regulation, Mifid 2, Priips and the Kid, the definition of complexity under French law and also product performance.

With major figures attending from the buy- and sell-side including asset managers, insurance companies, investment banks, fund managers, as well as law firms, regulatory bodies and fintech companies, the event will present a crucial insight into the structured products market as well as offer essential networking for anyone in this industry.

234Distributors in the market

€59.7bnOutstanding across 2101 live tranche products as of year end 2017

€15.9bnSold across 733 tranche products issued in 2017

6.3%Average performance of maturing products in 2017

11.00 SRP Reveals – French Market Performance Report

In-depth study of structured products’ performance in the French market from 2007 to 2018.

Messaoud Chibane, Assistant Professor in Finance, Neoma Business School

11.50 Product Innovation: Searching for Best Possible Risk/Return Profile

• What are the new product trends?• How do you align product design with investor desires?• Are autocallables beginning to lose their appeal? What payoffs are gaining favour?• Risk premia strategies: what is the future for retail use, and what is portfolio fit? • How to leverage structuring expertise outside traditional structured products.

Moderator: Peter De Clercq, Cheif Executive Officer, Quantessence

Panellists:Mouha Ait El Ghachi, Deputy Head of Structuring France, Head of Structuring France Retail, Amundi Asset ManagementOumar Diawara, Head of Investment Solutions and Services, Natixis Investment ManagersJohn Manh, Deputy Head of Investment Solutions, La Banque Postale Asset ManagementLorraine Zafrani, Head of Macs Portfolio Management, Axa Investment Managers

12.30 Lunch

14.00 Presentation: Considering Environmental, Social and Governance in investment Decisions• ESG is here to stay: where is the demand and is ESG poised to become mainstream?• Does investing in ESG offer enticing returns? • How important is the screening process and can it be homogenised?• Complexity around Green, ESG and SRI: can the number of mechanisms be lowered?

Roberto Lazzarotto, Senior Managing Director, Head of Sales, Stoxx

14.20 Innovations in Indexing for Structured Products

• What are the new indexing trends? What strategies are gaining in popularity? • Proprietary indices or traditional benchmarks? • Are investors willing to pay more for products that are in line with their ESG values?• How to manage the impact of benchmark regulation?

Moderator: Armelle Loeb, Head of Southern Europe Sales, Stoxx

Panellist: Mahdi Bouayad, Head of QIS Structuring, Credit AgricoleStephane Mattatia, Managing Director, Head of Index Products EMEA and Global Thematic Index Products, MSCIIsabelle Millat, Head of Sustainable Investment Solutions, Global Markets, Societe Generale Aurélien Rabaey, Global Head of Financial Engineering Equity Derivatives, Natixis

08.00 Registration & Breakfast

Women in Structured Products SRP is eager to inspire and connect women in Structured Products, who are or would like to become resilient, inclusive, ambitious, confident and responsible leaders. We are enthusiastic about equipping women to help them achieve career goals. CÛome and join the private networking session to engage in discussion.

Chaired By: Lorraine Zafrani, Head of Macs Portfolio Management, Axa Investment Managers

09.00 Chairman’s Welcome Richard Jory, Global Head of Content, SRP

09.10 Keynote Address Geoffroy Cailloux, Head of Savings and Financial Market Division, Savings Financial Market Division, Directorate General of the Treasury (DGT)

09.35 AMF Update: An Overview of the Latest Regulatory Developments in France

• Reviewing the current product-vetting process and the validation of product literature.• Complexity: how it can be measured in the interests of investors?• How to define a typology of common payoffs with a pre-approved complexity rating?

Panellist: Cyril Baron, Senior Analyst, Corporate Finance Division, Autorite des Marches Financiers

10.00 Regulatory Roundtable

• Mifid 2 post-implementation:how are we faring nine months into the new regime?• Defining target markets and ensuring compliance.• Priips: Are The Kids All Right?• Listed products: should we compare CFDs and option trading with structured products?

Moderator: Jean-Philippe Cavrois, Chairman, Association francaise des produits derives de Bourse

Panellist:Veerle De Schryver, Director, Transversal supervision on financial products, FSMA (Belgium)Marianne Jarlaud, Senior Policy Officer, Markets Policy Division, Directorate for Regulation and International Affairs, Autorité des marchés financiers Pauline Laurent, Director of Compliance, Association Francaise des Marches Financiers

10.30 Morning Networking Break

CONFERENCE AGENDA

15.00 Listed Derivatives - The Retail Investor Perspective

• Profile of retail investors interested in and trading structured products.• Insight on the path retail investors take to start trading structure products.• What drives investor demand for structured products?

Irene Guiamatsia, Research Director, investment Trends

15.20 Afternoon Networking Break

15.50 Distribution, Digitalisation and Delivery

• What are the greatest challenges around manufacturing and distribution? • The difficulties in implementing the Kid and the benefit of Priips and Mifid 2• What private banks and institutional investors need from the manufacturers?• Maintaining a balance between people and digital tools.

Moderator:Marine Abiad, Executive VP, Head of Distribution France, Goldman Sachs

Panellists:Emmanuel Candus, Head of Financial Engineering Distribution France, Natixis Audrey Stauffert, Head of Investor Protection Regulatory Projects, Global Markets, Societe GeneraleMilena Emilova, Head of Legal Structuring, Credit Agricole CIB

16.30 The Future in FinTech: Can New Technology Drive Product Innovation and Simplify Investing?

• Does technology really make investing cheaper?• What do clients want from product platforms and what do they deliver? • AI and machine learning – the new frontier.

Moderator:Cyrille Peponnet, Founder, Okgotit

Panellist: Guillaume Chatain, Chief Executive Officer, ResonanceXJean-Marc Eber, Founder and Chief Executive Officer, LexifiNicolas Gaumont-Prat, Co-Founder & Managing Director, RiverRock Technology SolutionsGeraldine Laussat, Head of Structured Products, RFQ Platforms, ITG

17.10 Chairman’s Closing Remarks Richard Jory, Global Head of Content, SRP

17.20 Drinks reception

PREVIOUS SPONSORS OF SRP EVENTS

SECURE YOUR PLACE NOWSave up to £100 off the standard registration price if you register by 17 August 2018

Early Bird Rate (expires 17 August 2018)

Full Price

Single Conference Pass £249 £299

3 for 2 Conference Passes £498 £598

Call us on +44(0)20 7779 8360or

VENUE

HOTEL PULLMAN PARIS TOUR EIFFEL  S22 Rue Jean Rey, 75015 Paris, France

T: +33 1 44 38 56 00www.pullmanhotels.com

SRP has negotiated a specially discounted room rate for delegates requiring overnight accommodation in Paris. Once you have confirmed your registration for the conference, we will provide details on how to book your room at the discounted rate.

E V E N T S C A L E N D A R

1000+TOTAL NO OF DELEGATES

48%C-LEVEL DELEGATES

430+NO OF COMPANIES

60%BUYSIDE ATTENDANCE