The Embassy Club, Des Moines | September 11-12 2019

SRP Americas Indexed Insurance Forum 2019

CONTENTS Welcome

Who You Will Meet

Derivatives Masterclass

Conference Agenda

Speakers

Previous Sponsors of SRP events

Register & Venue

Events Calendar

OUR SPONSORSGOLD SPONSOR

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MEDIA PARTNER

To discuss sponsorship opportunities please contact

Joe Burris Head of AmericasT: +44 (0)20 7779 8239 | +44 (0)75 9940 8545

BRONZE SPONSOR

ASSOCIATE SPONSOR

WHY ATTEND?After last year’s great success, the Indexed Insurance Forum is back for the third year in Des Moines. Showcasing some of the latest trends and best practices in the industry, join us to innovate your Indexed Insurance Strategy and win more business.

• Discuss the latest trends, best practices and innovation in the insurance industry, emerging technologies and breakthrough solutions.

• Improve your strategy with essential market insight on development and growth prospects for Indexed Insurance wrappers.

• Discover how regulation is keeping up with new product development from State insurance Commissioners.• Network with key market leaders and connect with potential clients.• Gain essential CPD points as well as an introduction to indexed insurance and derivatives by independent experts

from the industry.

77% 234decision makers attended

Distributors in the market

44€59.7bn

companies represented

Outstanding across 2101 live tranche products as of year end 2017

30

€15.9bn

speakers

Sold across 733 tranche products issued in 2017

6.3%Average performance of maturing products

DERIVITIVES MASTERCLASS

MEET THE TRAINER

TIAGO FERNANDESManaging Director, SRPTiago Fernandes is the Global Head of Data at SRP in London, which he joined from Caixa Geral de Depósitos, where he was an analyst for structured products in Portugal. Before that, Fernandes worked at BNP Paribas and at DIF Broker.

WEDNESDAY 11TH SEPTEMBER

STRUCTURED PRODUCTS: INTRODUCTORY WORKSHOP

09.00 Structured Products Market Overview

• What is a structured product?• Global market overview.

09.45 Core Structured Products Strategies

• Swapping coupons for upside.• Simple yield enhancement.• Why barriers are popular.• The wonder of auto-calls.

10.45 Refreshments

10.00 The Legal Framework - How to Remain Compliant

• Identifying “Target Market” and why this is important.

• Good practices to observe.• Recent examples of where it went wrong.

12.00 Lunch

STRUCTURED PRODUCTS: INTRODUCTORY WORKSHOP

13.00 Cutting Edge

• New choices in underlyings.• Fixed dividend indices and other propietary

strategies.• New developments in payoffs.• Modelling structures and understanding risk.

14.30 Refreshments

15.00 Wrapping the Solutions & Product Ideas

• What legal forms fo products take?• Where do they fit in a portfolio and how should

they be marketed?• Product ideas for the future.

16.30 Wrap-up and Final Questions

Accredited by

CONFERENCE AGENDA

08:15 Registration & BreakfastWomen in indexed insurance

separate registration required

08:55 Welcome note

09:00 Keynote address

09:25 Leading carriers map out the future of the indexed insurance marketTop insurance carriers in the US:

• analyse current regulatory and business developments and assess their impact on the market;• discuss what could be in store for the future when it comes to innovation, market drivers and

ecosystem; and• present what challenges the indexed insurance space faces and what can be done to overcome

them.

10.15 Global Market Overview – insurance & structured products in focus

10:40 Networking coffee break

11:00 Regulation roundtableAn opportunity for an update on the current regulatory regime, this session will cover topics such as:

• the SEC’s best interest rule and conflict of interest disclosure issues / different standards of conduct for RIAs and broker-dealers;

• state v federal level rules; and

• hypothetical use and product performance.

Nick Gerhart, chief administrative officer, FBL Financial Group

Joseph Borg, director, Alabama Securities

11:40 SRP Talks: spotlight on insurance innovationDiscover the latest ground-breaking innovations as SRP gives three disruptors 10 minutes each to discuss how their ideas will help drive efficiency, optimise client experience and ultimately, grow profits.

12:10 Networking lunch break

THURSDAY 12TH SEPTEMBER

CONFERENCE AGENDA

13:30

New indices: do they offer value?This session is the perfect opportunity to:• assess how consumers, advisors and regulators understand the role and potential of new

indices;• discover how innovation in indices are affecting the insurance industry and driving progress;

and• develop an education strategy that boosts understanding of new indexes within and across

the market.

14:15 Wrapper differentiation and growing the insurance pieGet to grips with different wrappers, from FIAs to structured annuities, and understand how each one can affect the value of individual products.

Topics discussed include:• a roadmap to educate the market about the effect and value of wrappers; and• the impact of investor sophistication on industry growth.

Chad Chuang, director – annuity product development, AXA US Joe Powell, president, Barnabas Capital

15:20 Networking coffee break

15:30 Annuities and structured products: a cross-industry learning opportunity • develop a stronger understanding of your customer base and shape your product offering

around their level of understanding;• analyze the future of indexed annuities and construct a development strategy that helps

indexed annuities become mainstream products; and• understand the link between annuities and structured products, and discover what they can

learn from each other to produce more dynamic products for clients.

16.15 Best practice presentations: what are you doing to grow the market?Presentations from a number of organisations highlighting what they are doing to

encourage knowledge and grow investor base.

Charlie Gipple, founder and CEO, CG Financial Group

17:00 Closing Remarks

17:150 Drinks Reception & Awards Dinner

At SRP, we’re always looking for new voices, ideas and ways to help provide solutions for challenges in alternative investments. Which is why, this year, we are bringing SRP Talks to the Indexed Insurance Forum!

In the format of TED talks, SRP Talks gives industry disruptors 10 minutes to discuss key challenges facing the industry and present solutions which will overcome them, ultimately driving efficiency and growing profits for insurers.

How will the industry’s leading innovators fare at presenting under strict time pressure?

There’s only one way to find out!

Got an idea that you believe will change the face of indexed insurance? Looking for a chance to show the industry how your idea will shake things up? Click on the link below to send us your idea.

A quick-fire look at the industry’s most disruptive innovations.

INTRODUCING

SRP TALKS

R O O F T O P PA R T Y W I T H A W A R D S

For the first time, the SRP Indexed Insurance forum will end with a much deserved rooftop party, with lots of food, entertainment and the highly anticipated awards ceremony.

The rooftop party is open to all conference attendees, so ensure you mark the date in your calendar, and join us to unwind, celebrate and network with industry peers in a more fun and relaxed environment.

The SRP’s Indexed Insurance Awards this year will take place at the rooftop party. The awards are designed to recognise the best buy and sell-side companies as well as the best service providers and distributors. Being the award that matters to the industry, it is a must attend event.

Reasons to Attend:

GAIN PUBLIC RECOGNITIONWith brand-building amongst the top Structured Products &

Derivatives players

HOST YOUR CLIENTSand thank them for a successful

partnership

GAIN COMPETITIVE ADVANTAGEFrom attending the event you will be one of the first to know which

companies are leading the industry

THANK YOUR TEAMand show your appreciation

for all their hard work with an entertaining evening

Celebrate the culmination of the 3rd SRP Indexed Insurance Forum by joining us at the rooftop party.

PREVIOUS SPONSORS OF SRP EVENTS

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

Buyside Derivatives Masterclass $295

Buyside Conference Pass $495

Buyside Combo: Derivatives Masterclass & Conference Pass $695

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

VENUE

DES MOINES EMBASSY CLUB DOWNTOWN 666 Grand Avenue |Des Moines, Iowa 50309

T: 515-244-CLUBwww.embassyclub.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

1200+TOTAL NO OF DELEGATES

48%C-LEVEL DELEGATES

430+NO OF COMPANIES

60%BUYSIDE ATTENDANCE