Day two - Investor Summit: Opportunities for the End Investor

09.00 Registration and refreshment

09:30 Chairperson's welcome and opening remarks

9:40 Educating clients about structured products - Panel Discussion: 

• How can you best communicate the benefits of structured products?
• Case study of a success story
• The difference between gaining exposure and gaining access to a new market.
• Simplifying your message and literature

Michael I. Schwartzman, President - VALUESEARCH CAPITAL MANAGEMENT LLC
Dayna Kleinman, First VP & Senior Product Manager - ROBERT W BAIRD & CO.
Eric Greschner, Founding Partner - REGATTA RESEARCH AND MONEY MANAGEMENT LLC
Joe Fernandez, President - FENDZ ASSET MANAGEMENT

10:20 The Future of Structured Products

• Indexes, ETFs and ETNs - where do they fit on the spectrum of alternative investments?
• Forecasting the prospects for structured products in the coming year
• Meeting the challenges of risk aversion by selecting the right product
• Identifying areas for growth

Kevin Mahn - President and Chief Investment Officer - HENNION AND WALSH ASSET MANAGEMENT

11.00 Break for refreshments

11.30 Maximizing investor value - Structured products in comparison:
• How have they performed over the last two years?
• How do they perform relative to other major investments?
• Are fees and a loss of dividends worth it for the upside?

Humberto Santos, Managing Director- PLANNER SECURITIES

12.10 Diverse offerings for a diverse range of investors - Panel discussion:
• How can you appeal to High Net Worth individuals?
• What are family offices and pension funds asking for?
• Have sovereign wealth funds started to take an interest in structured products?
• How are pension funds and insurers viewing structured products?
• What works best on the retail market?

Thomas Mench, Chairman and CIO - MENCH FINANCIAL
Tim Stoaddart, Managing Partner & President - CIM Advisers LLC
Trey Clayton, Director, Structured Investments and Equity Hedging - SunTrust Robinson Humphrey

12.50 Chairperson's closing remarks

13.00 End of Structured Products Americas 2012