The Embassy Club, Des Moines | 18 – 19 September 2018

SRP Americas Indexed Insurance Forum 2018

CONTENTS Welcome

Who You Will Meet

Derivatives Masterclass

Conference Agenda

Previous Sponsors of SRP events

Register & Venue

Events Calander

OUR SPONSORSGOLD SPONSOR

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Joe Burris Head of AmericasT: +1 212 224 3458

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WELCOMEWelcome to the 2nd Americas Indexed Insurance Forum 2018 in Des Moines. We are excited to return to Iowa after the excellent feedback we received on last year’s inaugural SRP Indexed Insurance Forum, which included a one-day derivatives training class as well as high quality content and discussions opening the conversation between structured products and the indexed insurance community.

This year’s event opens, again, with a training day, which will take place on Wednesday 18 September, and includes sessions on the basics of derivatives and market-linked products as well as the effect that derivatives have on the insurance market.

The conference will start with a keynote on the US financial markets, providing an insight and analysis of the prevailing trends in financial markets, followed by an investigation of the global structured products markets based on SRP data.

These sessions will provide the stage on which indexed annuity stakeholders can discuss the newest and most innovative strategies and indices built to address the low interest rate environment as well as global growth opportunities. Panels will include debates on how best to introduce favoured strategies to investors, and views from the buyside, which will share feedback from clients on the demands from investors, how they view product offerings and the challenges

for developers in a rapidly changing economic and regulatory environment.

We are delighted to welcome Doug Ommen, insurance commissioner of Iowa, to a roundtable that will highlight regulatory initiatives affecting index annuities and offer insight into how the rules can and should be interpreted.

The event culminates with two panels, each designed to reveal how the market for index annuities will develop and increase in size and sophistication.

A cocktail reception at the end of the day will be followed by the SRP Indexed Insurance Awards Ceremony, which will include a dinner and awards presentation in recognition of success and innovation.

We look forward to your participation in this important discussion and debate and we hope you enjoy this year’s event.

Best regards

Tiago FernandesManaging Director | SRP

“Great conference, well organised and executed with a great mix of attendees and content” PRESIDENT, AXIO

SRP, part of the Euromoney Group and the only global source of industry intelligence (covering 18 million products in 41 core markets worldwide), runs events which are renowned for attracting the best of the buy- and sellside and providing an annual meeting place for issuers, distributors, advisors, index providers and regulators.

WHY ATTEND?After last year’s great success, the Indexed Insurance Forum is back for the second year in Des Moines. Showcasing some of the latest trends and best practices in the industry, join us to learn more about indexed insurance strategy and win more business.

• Discuss the latest trends, best practices and innovation.

• Improve your strategy with essential market insight.

• More on regulation from State Insurance Commissioners.

• Network with market leaders.

77% decision makers attended

44companies represented

30speakers

DERIVATIVES MASTERCLASS

MEET THE TRAINER

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

TUESDAY 18 SEPTEMBER

DERIVATIVES: 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 autocallables

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

MARKET-LINKED: ADVANCED 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 do products take?• Where do these products fit in a portfolio and

how should they be marketed?• Product ideas for the future.

16.30 Wrap-up and Final Questions

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WEDNESDAY 19 SEPTEMBER

08:15 Registration & Breakfast

08:50 Chairman’s WelcomeTiago Fernandes, Managing Director, SRP

09:00 Keynote Address: Navigating a Mature Bull MarketEd Clissold, Chief US Strategist, Ned Davis Research Group

09:25 Global Market Overview: Insurance & Structured Products RecapTiago Fernandes, Managing Director, SRP

09:50 Product Development and Innovation in Annuities• How the annuity product landscape has changed?• What are the opportunities in product creation?• Are the products features becoming too complex? • Proprietary indexes perform better than the others. What are the reasons?• Innovation in insurance benefits?Moderator: Natasha Dadlani, Director, Equity Derivatives Sales, Societe Generale

Panellists: Alan Assner, Head of Product Development, Brighthouse Financial Nate Dorr, Senior Director, Head of Quantitative Development, Milliman Financial Risk ManagementAdam Politzer, Senior Vice President, Product Actuary, Athene

10:30 Networking Break

11:00 Insurance Solutions Distribution – Best Practices from each Channel• What are the main innovations, adjustments and challenges in distribution?• Product distribution, compensation, and technology.• Challenges and opportunities in the post-fiduciary rule regulatory environmentModerator: David Odenath, Senior Vice-President, Head of QIS, HSBC Global Banking and Markets

Panellists: Zac Anshutz, Chief Compliance Officer, Advisors ExcelChristopher Conroy, Head of Annuity Sales, North American Company for Life and Health InsuranceAlex Null, Senior Product Manager, Private Wealth Management, Senior Vice President, SunTrust Investment Services

11:40 Presentation: Is the Future of Advice Technologically Driven?• What tools and knowledge are needed to face current challenges?• Tools to help advisors and their clients understand the value of annuities• Where advisers and investors disagree?• How to to predict behavioural patterns and adapt your customer engagement

strategy?• What are the main AI trends in insurance?• How technology is being used to support and increase efficiencies?

Divya Krishnan, Head of Institutional Products, Motif

12:10 Commissioners roundtable: Emerging Issues in State Insurance and Securities Regulation• What should the fiduciary rule include and how will the SEC help?• Retirement security initiative: what is the current status?• What are the limitations on index illustrations?

Moderator: Nick Gerhart, Chief Aministrative Officer, FBL Financial Group

Panellists: Kim O’Brien, Vice Chairman & CEO, Americans for Annuity Protection, Founder and CEO, AssessBESTDoug Ommen, Commissioner, Iowa Insurance Division and Chairman, Life Insurance and Annuities (A) Committee, National Association of Insurance Commissioners

CONFERENCE AGENDA

CONFERENCE AGENDA

12:50 Lunch

14:00 Index Innovation in Capital Markets• Building new indices.• New products and new hedging strategies.• The next wave of managed volatility products.• How to support existing index.Moderator: Anurag Joshi, Vice President, Senior Portfolio Manager Derivatives, Athene

Panellists:Stuart Davies, Co-Head of Custom Alternative Solutions, Alliance BernsteinTre DePietro, Director, Insurance Derivatives, Credit SuisseRam Kelkar, Principal and Managing Director, Capital Markets Group, Milliman Financial Risk ManagementDavid Rademeyer, Executive Director, Head of Global Equities Insurance Solutions Team, JP MorganManish Vij, Director of Sales, North America, Stoxx

14:40 Adviser Panel: Best Practices for Using Structured Products and Indexed Insurance• Can indexed insurance and structured products complement each other? • What do advisors want?• When and where they use annuities and structured products?Moderator: Joe Burris, Head of Americas, SRP

Panellists:Tom Balcom, Founder, 1650 Wealth ManagementJohn Turner, Executive Vice President, Axio Insurance Services

15:20 Networking Break

15:50 Growing the Pie: How can Indexed Annuities become Mainstream Products? • How do we become a trillion dollar market?• How to explain the value of annuity against other products?• What we can learn from structured products.Moderator: Tiago Fernandes, Managing Director, SRP

Tom Haines, SVP of Capital Markets and Index Solutions, AnnexusMichael Nelskyla, Managing Director, Head of Investor Solutions, UBS Investment Bank

16:30 Leaders’ Forum: In Conversation with Leading Carriers• Changing regulatory and market landscape.• How to create an environment of innovation, collaboration and techno partnerships?• What does the future look like?Moderator: Joe Burris, Head of Americas, SRP

Panellist: Nick Gerhart, Chief Administrative Officer, FBL Financial GroupKen McCullum, Vice President & Chief Actuary, The Principal FinancialDoug Wolff, President, Security Benefit Life

17:10 Closing Remarks

17:20 Drinks Reception

The best and the brightest in the industry will be recognised at our inaugural Awards Dinner and Ceremony in the evening.

Join us to relax with a few drinks and support the industry-wide accolades with your colleagues, partners and clients as we celebrate the industry’s champions. Limited Availability.

19:00 Awards Ceremony

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Buyside Derivatives Masterclass $295

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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 Des Moines. 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

1000+TOTAL NO OF DELEGATES

48%C-LEVEL DELEGATES

430+NO OF COMPANIES

60%BUYSIDE ATTENDANCE