SRP Live

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

The afternoon masterclass session led by Mayer Brown was inspiring. Their experts delved into the US federal income taxation of structured notes and tackled key legal and #compliance issues, including social media, advertising, and distribution. Speakers included: - Remmelt Reigersman Mayer , Partner, Northern California - Brennan Young, Associate, Charlotte - Brad Berman, Counsel, New York - Steffen Hemmerich, Partner, New York We can’t wait for another day of valuable insights! #SRP #SRPAmericas #structuredproducts #structurednotes #indexannuity

SRP Americas kicked off with an insightful #Masterclass led by Tim Mortimer, Managing Director at Future Value Consultants | FVC. He explored key #product types, standout themes from 2024, and effective #pricing and #modelling strategies. #SRP #SRPAmericas #structuredproducts #indexannuity

The registration for the SRP Americas conference is closing soon. Don't miss the opportunity to unlock a wealth of #takeaways from our expert speakers, in-depth #data analysis, long-lasting #connections along with like-minded structured products and index annuity professionals in the region. Take the #final chance to register: https://lnkd.in/gvDrPKta See you on September 10-12 at DoubleTree by Hilton New Orleans. #SRP #SRPAmericas #structuredproducts #indexedannuities

Our exclusive #Masterclass on the first day of SRP Americas aims to delve into the #fundamentals of structured products and explore key #compliance issues. Expert speakers include: - Tim Mortimer, Future Value Consultants | FVC - Remmelt Reigersman, Mayer Brown - Brennan Young, Mayer Brown - Brad Berman, Mayer Brown - Steffen Hemmerich, Mayer Brown Join us for a memorable experience at SRP Americas 2024 on 10-12 September in New Orleans: https://lnkd.in/gvDrPKta #SRPAmericas #SRP #structuredproducts