New wealth management products for a new market
Welcome to Structured Products Americas 2014
The 9th annual Structured Products Americas, our flagship event for the Americas community will gather senior investment professionals, distributors, wealth managers and advisors to discuss the most up-to-date issues to the structured products market.
This year our timely, focused event will give you an in-depth and unique insight into the latest developments in the Americas, as well as divulging best practices that have been adopted in the rest of the world's structured products markets. Additionally, you will be kept up to date with the latest regulation that has been implemented in the United States from the SEC and FINRA. We will also debate the impact that the latest regulation has had on compliance within the major financial institutions.
Key topics include:
- The regulatory landscape of the United States
- How has regulation implemented by the U.S. Securities and Exchange Commission impacted principal protected market-linked certificates? What impact will Estimated Value Disclosure have on the structured products market?
- How to overcome the lack of pricing transparency in the structured products market
- Educating your clients in structured products
- Exploring how investment professionals explain the perceived complexity of structured products to their clients
- Comprising an effective marketing strategy for structured products
- Widening the appeal of structured products, whilst effectively explaining the market risk to potential investors
- Investment trends in LATAM
- Gaining the right exposure to LATAM markets- where to invest and how to ensure that you are complying with LATAM regulation
- Innovation showcase
- Demonstrating the latest product innovation in the structured products market. How each product works and why you should invest
- Family office case study
- How do family offices use structured products in their portfolio? Is there enough demand for structured products in the family office space?
What last year's attendees have to say about Structured Products Americas:
"Well attended, interesting panels."
Director of Sales, Modelity Technologies
"This is a very informative event that I was so glad to participate."
Senior Analyst, Canada Pension Plan Investment Board
"An excellent program in a very pleasant venue."
Senior Director, Healthcare of Ontario Pension Plan
"It's great to have the industry leaders in one place to share the relevant industry insights."
Co-Founder, Managing Director, Amedroz Capital Management, LLC
"I think the conference was both educational and an excellent opportunity to network with industry professionals."
Principal, 54 Brookside Ave Corp.