| 8.00 |
Registration and breakfast |
| 9.00 |
Welcome address: STRUCTURED PRODUCTS MAGAZINE |
9.10 |
Opening keynote address: The current global economy - influence on index performance
- Reviewing the performance of key markets
- Americas
- Europe
- Middle East
- Asia
- Frontier markets
- Reviewing recent performance of assets, commodities and bonds
- How are erratic political events influencing the economy and index performance
- Macro economic analysis of global markets and index performance
- Real estate
- Finance
- Inflation
- Volatility
- Assessing current macro-economic and business conditions across USA, Europe and Asia
Dr. Seddik Meziani, Professor of Finance and Economics, Montclair University |
9.50 |
Recent developments in indexes for investment products
- What is driving growth in ETFs, ETNs and other index-based products?
- Targeting Narrow Beta through themes, regions, sectors and styles
- Seeking Alpha with strategy indices
- Serving investor clienteles
- Will the trend towards investing with targeted indices continue?
- How are indexes expected to evolve?
Dr. David Blitzer, Managing Director & Chairman of the Index Committee, STANDARD & POOR'S. |
| 10.30 |
Morning break and an opportunity to visit the exhibition |
11.00 |
Roundtable: New ways to index emerging asset classes (volatility, commodities, currency, inflation and dividends)
- Understanding product design
- Application of emerging products to enhance index performance
- Reviewing recent performance of emerging asset classes
Moderator: Ben Fulton, Executive Vice President, Global Product Development, Powershares Capital
Panelists to be confirmed |
| 12.20 |
Lunch and an opportunity to visit the exhibition |
13.40 |
International Masterclass: Emerging indices for emerging markets
- Traditional concepts - their success and their limitations
- New concepts for emerging markets - what is the benefit of the alternative approaches
- Are the new concepts sustainable?
- What's still missing?
Dr. Hartmut Graf, Head of Issuer Data & Analytics, DEUTSCHE BÖRSE AG |
14.20 |
Development of an index for trading catastrophic risk
- The current state of the catastrophe market
- Catastrophic risk indices: lessons from history
- Development of the Carvill Hurricane Index
- Trading experience on Chicago Mercantile Exchange
- A hedging case study
Dr. Steve Smith, President, Property Solutions, READ VISORY/CARVILL AMERICA |
15.00 |
Index analysis
- Why are so many indexes being created?
- Why is it important to evaluate differences between indexes?
- New approaches to evaluating an index
- Differences between evaluating an index versus an actively managed fund
Michael Krause, President, AltaVista Re search, LLC |
15.40 |
Speed networking – an effective form of networking designed to build lasting business relationships |
16.10 |
Afternoon break and an opportunity to visit the exhibition |
16.30 |
Mitigating systematic risk
- Join us as we lay the foundation for migrating from relative risk thresholds to absolute risk thresholds in your asset allocation models
- Why do traditional methods of capital preservation often fall short?
- What are the dangers of relying on correlations derived from historical relationships?
- How can one implement equity derivatives to replicate the returns of their corresponding indexes in a low-cost, reduced-risk manner?
Jon Gold, Principal, HELIOS LLC |
17.10 |
Closing keynote address: How to integrate indexing into a value-added wealth management solution
- How to defend your role while using indexed products
- How to understand their role in a client’s investment strategy
- How to develop an operational and scalable index solution in your client portfolios
Joe Duran, CEO and Founding Partner, United Capital Financial Partners, Inc. |
| 17.50 |
Closing remarks |
| 18.00 |
Cocktail reception |
Book now
