Join us for this webinar, as we explore key trends driving the Americas structured products market across sales volumes, underlyings and product types, examining how the current macro environment is influencing the structured products industry. Date: 3 October 2024 Time: 10am-10:45am EST / 3pm-3:45pm BST Register: http://spr.ly/6047oJMXL #structuredproducts #srp #americas #webinar
SRP Live
Events Services
London, England 190 followers
Connecting the global structured products industry with insightful conferences and events.
About us
At the heart of the global investment community, SRP Live events draw on deep expertise and live coverage to deliver insightful conferences and awards that celebrate the best in the industry. With major figures attending from the buy-side and sell-side, these events offer unique opportunities to network with an audience of high-level professionals, showcase expertise and hear valuable insights from senior industry experts. SRP Live covers the global structured products industry with regional conferences convening professionals across Europe, Americas and APAC and with local market events taking place in France and China each year. Welcome to Connected Intelligence. SRP is the most comprehensive, trusted source of structured products data and market intelligence. SRP is a part of Derivia Intelligence, the world’s leading provider of critical data and market intelligence for derivatives and complex financial instruments.
- Website
-
www.structuredretailproducts.com
External link for SRP Live
- Industry
- Events Services
- Company size
- 51-200 employees
- Headquarters
- London, England
Updates
-
We are excited to announce that the SRP Middle East Awards 2024 is now open for entries and voting! Please remember to take the time to vote to ensure your company’s valuable contributions to the structured products space are recognised. 👉Enter the survey: https://lnkd.in/dENNW5fh 👉Find out more: https://lnkd.in/d7bP_gGd #structuredproducts #SRP #DeriviaMiddleEast
-
A panel, moderated by Max Guimond, head of North American Solutions at Schroders, discussed the booming #FIA and #Rila markets at the #SRPAmericas2024 conference held in New Orleans on 11 September. Designing indexes annuities with the idea of principal protection has been some of the biggest drivers for the growth of the FIA and Rila markets, according to Tom Haines, executive vice president, capital markets and index solutions at Annexus Group. Given the high-rate environment, annuities can be a core component of investment portfolios and replace a fixed income component in a “very efficient way,” said Jay Charles, managing director, head of insurance products at Luma Financial Technologies. Despite the expected rate cut cycle in the coming months which would impact the products’ guarantees and caps, Joe Powell, president at Barnabas Capital, LLC, said he expects the competitiveness of the FIA and Rila market to remain and potentially fuel further growth. Natasha Dadlani, managing director, head of #equityderivatives and quantitative investment strategies sales at Societe Generale Corporate and Investment Banking - SGCIB , highlighted, beside rates, the increasing trend in annuity crediting methods that offer advisor risk-on or risk-off payoffs instead of having to focus on index development. Read the full article here (member access): ➡️ http://spr.ly/6047o6PEW #rilas #FIA #annuities #structuredproducts
-
The expected #interestrate cuts and upcoming presidential election dominated the ‘Impact of the macro environment in the structured products market’ panel discussion at the #SRPAmericas2024 Conference in New Orleans on 11 September. Nolan Thompson, vice president, private investor product group at Goldman Sachs, showed optimism in the impact of expected Fed interest rate cuts. “I don't think [the rate cut] is necessarily a negative thing for our collective business,” said Thompson. The full parameters for the November elections are not yet entirely clear. “We spent a lot of time in our world worrying about phantom income on structured products […] this would be a big issue for the market,” said Christopher Schell, partner at Davis Polk & Wardwell LLP. Earlier this year Morgan Stanley launched a programme which features the adoption of some best practices of its internal wealth channel and independent financial advisor. “We have been receiving great feedback, interest on the full suite, which is going to encompass your variable prepaid forwards, callers and cover call overriding,” said Lou Mandia, head of RIA strategy & solutions at the bank. On the product front, onshore trades are predominantly equity-linked notes on US indices while in addition, there is a concentration on autocallable products, according to Valentin G., investment solutions sales US & Latin America at BBVA Corporate & Investment Banking. Read the full article here (member access): ➡️ http://spr.ly/6047Wxlvx #structuredproducts #SRPAmericas2024 #interestrates
-
A panel of experts discussed trends and strategies within the indexing world at the #SRPAmericas 2024 conference in New Orleans on 11 September. Moderator Rick Redding, CEO at the Index Industry Association, kicked off the panel by asking participants about the importance of index selection for #structuredproducts and the role of innovation. “Are there too many indexes?” Redding asked. There has been an increase in the number of #indices in the #structuredproducts space agreed Neil McAllister, investable products and derivatives at Morningstar Indexes. “Competition is a good thing, it drives innovation, but you cannot over-engineer or innovate at the expense of the investor,” said McCallister Kelsey Stokes, sales head, insurance, S&P Dow Jones Indices highlighted the importance of technology: “We need systems, capabilities to handle the increased complexity of some of the indexes today to provide better value to the end user.” Christopher Loudon, head of structured product origination at Raymond James, said thematics is a space he would like to see a lot more growth in, "but it does have its challenges". “I am dealing with an audience of about 8,000 advisors, all of whom have their own very different opinions, which makes it hard for us to push thematics into the network,” Loudon said. Read the full article here (member access): ➡️ http://spr.ly/6046Wa0Ne #structuredproducts #thematicindices
-
The 13th edition of SRP Americas wrapped up with a memorable BBQ, where our attendees relaxed, networked, and soaked in the vibrant New Orleans atmosphere. Thank you to our delegates, speakers, sponsors and media partners for helping to make the experience memorable. B3, BBVA, CAIS, CIBC Capital Markets, Crédit Agricole CIB, Davis Polk & Wardwell LLP, Delta Capita, Desjardins, FTSE Russell, An LSEG Business, Fried Frank, Future Value Consultants | FVC, Goldman Sachs, HSBC, iCapital, J.P. Morgan, Luma Financial Technologies, Mayer Brown, MerQube, Morgan Stanley, Morningstar, MSCI Inc., Murex, Monex USA, Nasdaq, Banque Nationale du Canada, Natixis Corporate & Investment Banking , Nomura, RBC Capital Markets, Santander US, Scotiabank, Société Générale, S&P Dow Jones Indices, STOXX, TD, VettaFi Follow us on SRP Live for updates on our future events. #SRP #SRPAmericas #structuredproducts
-
Congratulations to all the winners 🏆 at the SRP Americas 2024 Awards. Click the link to view the full list (open access): ➡️ http://spr.ly/6046WtJoG #structuredproducts #SRPAmericas #srpawards
-
The panel sessions of SRP Americas have been thought-provoking, providing us with valuable insights. Our expert speakers explored key topics such as the impact of the macro environment, innovations in indexing, how technology is revolutionizing the field, and new distribution avenues. Discussions highlighted exciting opportunities for using index annuities and outcome-focused ETFs in portfolios. With thanks to our expert speakers for their contributions: - Khalid Aboulfouioud, RBC Capital Markets - Tom Balcom, 1650 Wealth Management - Tom Baughman, iCapital - Brad Berman, Mayer Brown - Jay Charles, Luma Financial Technologies - Randolph Cohen, Harvard Business School - Ed Condon, Structured Insights - Natasha Dadlani, Société Générale - Vishal Desai, Citi - Michaelangelo Dooley, NewEdge Wealth - Valentin Gratteau, BBVA - Max Guimond, Schroders - Tom Haines, Annexus Group - Steffen Hemmerich, Mayer Brown - Tom Layton, Raymond James - Matt Linker, Arta Finance - Christopher Loudon, Raymond James - Lou Mandia, Morgan Stanley - Neil McAllister, Morningstar - Bob McDermott, InspereX - Shane Meyer, J.P. Morgan - Peter Montgomery, Carrick Lane - Tim Mortimer, Future Value Consultants | FVC - Nataliya Popel, Stifel - Joe Powell, Barnabas Capital, LLC - Rick Redding, Index Industry Association - Remmelt Reigersman, Mayer Brown - Christopher Schell, Davis Polk & Wardwell LLP - Vanessa Simonetti, TD Securities - Kelsey Stokes, S&P Dow Jones Indices - Nolan Thompson, Goldman Sachs - Brennan Young, Mayer Brown - Igor Zamkovsky, BlackRock #SRP #SRPAmericas #structuredproducts #indexannuity
-
Petar D., Director of Data Platforms at SRP, presented an insightful overview of the Americas’ markets, delving into sales volumes, underlyings and the intricate dynamics shaping the industry across the region. Download a copy of the market overview presentation here: https://lnkd.in/ebuAaNv6 #SRP #SRPAmericas #structuredproducts
-
Welcome to SRP Americas’ main conference! We are excited to see professionals from the Americas’ #structuredproducts and #indexannuity industry gathering under one roof. Randolph Cohen, Harvard Business School delivered an opening keynote speech with in-depth insights into economic policies and their impact on structured products, as well as an analysis on the market trends and opportunities in Americas. #SRP #SRPAmericas #structuredproducts