Commerzbank is a leading international commercial bank with branches and offices in more than 50 countries. With the two business segments Private and Small Business Customers, as well as Corporate Clients the Bank offers a comprehensive portfolio of financial services which is precisely aligned to the clients’ needs. Commerzbank finances more than 30 per cent of Germany’s foreign trade and is the unchallenged leader in financing for SMEs. The Commerzbank subsidiaries Comdirect in Germany and M Bank in Poland are two of the world’s most innovative online banks. With approximately 1,000 branches Commerzbank has one of the densest branch networks among German private banks. In total, Commerzbank boasts more than 16 million private customers, as well as 1 million business and corporate clients. The Bank, which was founded in 1870, is represented at all the world’s major stock exchanges. In 2015, it generated gross revenues of almost 9.8 billion Euro with approximately 51,300 employees
Morrison & Foerster’s derivatives, commodities and structured products practice is a recognized market leader. We represent the derivatives and structured products groups at investment and commercial banks; insurance companies; mutual funds, hedge funds and other financial institutions; public corporations; and holders of restricted equity securities. By bringing together product structuring, regulatory, tax, and transactional expertise, we are able to advise clients in these rapidly changing areas. That combination of expertise and market context lets us identify opportunities where others see only problems. To learn more, visit http://www.mofo.com
Societe Generale is one of the largest European financial services groups. Based on a diversified universal banking model, the Group combines financial solidity with a strategy of sustainable growth, and aims to be the reference for relationship banking, recognised on its markets, close to clients, chosen for the quality and commitment of its teams.
Societe Generale has been playing a vital role in the economy for 150 years. With more than 148,000 employees, based in 76 countries, we accompany 30 million clients throughout the world on a daily basis. Societe Generale’s teams offer advice and services to individual, corporate and institutional customers in three core businesses:
Retail banking in France with the Societe Generale branch network, Credit du Nord and Boursorama, offering a comprehensive range of multichannel financial services on the leading edge of digital innovation;
International retail banking, financial services and insurance with a presence in emerging economies and leading specialised businesses;
Corporate and investment banking, private banking, asset management and securities services, with recognised expertise, top international rankings and integrated solutions.
Societe Generale is included in the main socially responsible investment indices: DJSI (World and Europe), FTSE4Good (Global and Europe), Euronext Vigeo (Global, Europe, Eurozone and France), ESI Excellence (Europe) from Ethibel and 4 of the STOXX ESG Leaders indices.
For more information, you can follow us on twitter @societegenerale or visit our website www.societegenerale.com
SIX Financial Information is a leading global provider of data and value-added services for the wealth and asset management industry. Aggregated directly and in real-time from 1500 worldwide sources - covering all the major trading venues - SIX’s database includes reference and market data, corporate actions, regulatory data and pricing information for over 20 million instruments. With offices in 24 countries, SIX combines the advantages of local expertise with global reach to offer financial specialists comprehensive data services for Asset Servicing and Administration, Middle Office, Investment Advisory, Portfolio and Fund Management.
Financial Information is one of four business areas of SIX which offers global premium services in securities trading, clearing and settlement, payment transactions, and financial information.
Further information is available at: www.six-financial-information.com
WallStreetDocs is the leading SaaS-based document automation, review and delivery solution for structured products. WallStreetDocs is used by banks in all regions of the world.
WallStreetDocs automates the production and delivery of all types of trade and relationship documents, including term sheets, pricing supplements, final terms, PIBs, OTC confirmations, master agreements, fact sheets and other marketing documents.
Recently, WallStreetDocs began offering a new product called PRIIPCLOUD, which is a document automation service specifically geared toward the production of Key Information Documents (KIDs) in accordance with the EU PRIIPS Regulation.
In 2015 Structured Products Magazine ranked WallStreetDocs the no. 1 technology provider in the category "Systems Implementation Efficiency and Support".
Delta Capita is a business and technology consultancy that offers a managed service for structured retail and institutional product manufacturers. The service scope covers key functions around product governance and issuance, including regulatory change (MiFID II and PRIIPs). It comprises distributor and product approval/monitoring, distributor due-diligence, transaction management and regulatory compliance.
Our consultants formulate and deliver strategic business and technology change in financial services organisations. Our unique combination of advisory, solutions and delivery provides an end-to-end consultancy service. We develop service propositions with emphasis on tangible value creation for clients. Our focus is on solving real business problems rather than offering a purely strategic advisory service. Our client engagements are led and delivered by senior industry practitioners.
Modelity provides financial institutions with state-of-the-art technologies for managing structured products and providing financial advice. The company's Modelity/Structures solution facilitates an advanced relationship between the structurer, the distributor and the client. Modelity/Structures manages all the various aspects of a product throughout its entire lifecycle, such as sales & advice, client support, and back-office operations.
Modelity/Structures bridges the gap between the complexity of structured products and the private client’s comprehension. The solution is based upon Modelity's core technology for financial modeling (FiMoML ) which significantly shortens the time to market of new products through its ease of use.
FVC is a research, product design and analytics consultancy specialising in structuring products. Its flagship service is its structured product analysis services now covering the whole of the UK and US market as well as products from other markets globally. Its methodologies, analysis and web delivered tools have been used by many thousands of professionals in the industry. It pioneered the concept of quantitative analysis of structured products in 1999 and remains the market leader. Additionally FVC has valuations and index calculation services that have many institutional
clients. It provides valuations, consultancy and support to its clients on their structured products and derivatives portfolios. Its index calculation business specialises in both algorithmic and custom indices and leverages its expertise in complex instruments and analysis. FVC supports industry conferences, education initiatives and media events and has been selected to contribute analysis to “Structured Products magazine” since 2007.
BNP PARIBAS GLOBAL MARKETS
BNP Paribas Global Markets, part of BNP Paribas Corporate and Institutional Banking, provides cross-asset investment, hedging, financing, research and market intelligence to corporate and institutional clients, as well as private and retail banking networks. Global Markets' sustainable, long term business model seamlessly connects clients to capital markets throughout 35 markets in EMEA, Asia Pacific and the Americas, with innovative solutions and digital platforms.
Recognised as a leading European player with global expertise in derivatives from decades of experience, Global Markets meets the diverse, specific needs of each client and contributes to the real economy with a comprehensive suite of best-in-class services. Through Global Markets, clients can access a full universe of opportunities in equity derivatives, foreign exchange and local markets, commodity derivatives, rates, credit, primary markets and prime solutions and financing.
Global Markets offers a range of green financing and investment solutions designed to facilitate the energy transition and greenhouse gas reduction through the capital markets. In particular BNP Paribas Global Markets plays an active role in the green bond markets and ethical equity solutions.
EUSIPA is the first and only European organisation created to promote the interests of the structured retail investment products market. The aim of our umbrella association is to coordinate transparency initiatives at the European level and to support uniform market standards. Through us market participants can engage in direct discussions with the decision-makers at European level.
Structured Products become increasingly popular. These products offer, especially as certificate in a note-based format, many opportunities to the retail investor. Firstly, they open regional markets and asset classes that are difficult or impossible to access directly. Secondly, they offer returns also in markets moving sidewards or falling. Thirdly, they are highly liquid, meaning that they can be bought and sold within any time of the day.
To make national markets grow together to a cross-border level playing-field our members see the necessity of retaining attractive and fair framework conditions in Europe. Our members contribute for their part by adhering to a set of principles drawn up as self-regulatory framework for issuers, by promoting initiatives for uniform product classification such as the EUSIPA map and by enhancing product and market transparency on an overall basis.
EUSIPA is an international non-profit association, established under Belgian law (as AISBL-IVZW) and based in Brussels.
We are pleased to announce that this event has been independently evaluated for Continuing Professional Development purposes by The CPD Certification Service. This means that our event will now comply with universally accepted principles of Continual Professional Development (CPD) and has been structured to meet the criteria of personal development plans.
For more information on CPD credits click here.
The Alternative Investment Management Association (AIMA) is the global hedge fund industry association, with over 1,500 corporate members, and over 9,000 individual contacts, in over 50 countries.
Members include hedge fund managers, fund of hedge funds managers, prime brokers, legal and accounting firms, investors, fund administrators and independent fund directors.
AIMA's manager members collectively manage more than $1.5 trillion in assets. All AIMA members benefit from AIMA's active influence in policy development, its leadership in industry initiatives, including education and sound practice manuals, and its excellent reputation with regulators worldwide.
AIMA is a dynamic organisation that reflects its members' interests and provides them with a vibrant global network. AIMA is committed to developing industry skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) - the industry's first and only specialised educational standard for alternative investment specialists. For further information, please visit AIMA's website