The event is entitled “Structured Products Distribution Summit – The Buyside Speaks,” and it brings together the best minds in the financial services industry for an up-to-the moment perspective on structured investments – this time with a majority of speakers from the distribution side – with 30 buyside speakers confirmed so far (and 10 awaiting internal approvals). The list of speakers includes:
| Advisors Asset Mgmt | [TBA] |
| BlackRock | Debbie Fuhr |
| Capital Investment | Tim Stoddard |
| Citizens Bank | Mike Millard |
| E*Trade | Kriz Peros |
| ETF Securities | Darren Fortunato |
| Fifth Third Bank | Howard Hammond |
| Guggenheim | Jason Ungar |
| Hapoalim | Rick Cabanes |
| Incapital | [TBA] |
| JVB | Stephan Burklin/Vince Butkeuits |
| Keybanc Investments | Marc Vosen |
| Lazard Asset Mgmt | George Varino |
| LPL | [TBD] |
| Mellon Capital | Lisa O’Connor |
| Monument/LPL | David Armstrong |
| Newbridge | Jamie Fisk |
| Pathstone Family | Steve Braverman |
| Pershing | Anthony Rosciano/Guy Gregoire |
| PNC Bank | John Farrall |
| PrinceRidge | Joe Castelluccio |
| ProShares | Rich Kendrick |
| Regatta Research | Eric Greschner |
| RW Baird | Dayna Kleinman |
| Rydex/SGI | Lisa Meyer |
| Schwab | Robert Lee |
| Scotiabank | Tim Andrews |
| SIP Americas | Brian Jones |
| SSGA | Tim Coyne |
| Suntrust | Marnie Rustemeyer |
| UBS Wealth | TBD |
| UBS Wealth | Brian Formento |
| Wells Fargo Advisors | James Powell |
.
The list above is a summary of potential speakers who have expressed interest in participating in the industry summit – it’s important to note that not everyone on the list is fully confirmed to participate – many are subject to internal approvals and scheduling concerns.
You can register for the lowest rates by clicking here. Your participation in the upcoming conference will provide unparalleled networking opportunities – with invitations out to 60 distribution firms. For speaking and sponsorship opportunities, contact structured.products.events@gmail.com.
DRAFT AGENDA
Structured Products and Derivatives
Buyside/2011 Summit
Tuesday, 25 October 2011
New York Hilton, New York, NY
9:05 – 9:25 a.m.
Keynote Address: “Mainstreaming of Structured Products”
TBD
9:25 – 10:00 a.m. – Panel 1
Stream 1 – Institutional Money Management
Stream 2 – Family Office and Structured Investments
10:00 – 10:40 a.m. – Panel 2
Stream 1 – Pensions / Foundations / Tax-Exempts
Stream 2 - Private Banks and Structured Investments
10:40 – 11:00 a.m.
Networking break
11:00 – 11:40 a.m. – Panel 3
Stream 1 – Investment Company Opportunities
Stream 2 – Bank Advisory Channel
11:40 – 12:15 p.m. – Panel 4
Stream 1 – UITs / ETFs / Closed End Funds
Stream 2 - RIA Channel / Fiduciaries
12:15 – 1:30 p.m.
LUNCH
Speaker TBA
1:30 – 2:10 p.m. – Panel 5
Stream 1 – Insurance Company Opportunities
Stream 2 - Broker-Dealer Distribution
2:10 – 3:30 p.m. – Panel 6
Stream 1 – Mutual Funds
Stream 2 - Independent Platforms
2:50 – 3:30 p.m.
Networking break
3:30 – 4:15 p.m. – Panel 7
Legal – Regulatory – Compliance – TBD
4:15 – 5:00 p.m. – Panel 8
International Perspective
5:00 – 5:15 p.m.
Closing Speech
5:15 – 7:00 p.m.
· Cocktail Reception
