Cape Town | The Vineyard Hotel | 7 March 2019

SRP Africa Conference 2019

CONTENTS Welcome

Who You Will Meet

Conference Agenda

Previous Sponsors of SRP events

Register & Venue

Events Calander

OUR SPONSORSSILVER SPONSOR

For sponsorship opportunities please contact

Jose Erasun Account Manager, EMEAT: +44 (0)20 7779 8630 M: +44 (0)7580 781365

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WELCOMEWelcome to the 3rd SRP Africa Conference in Cape Town

We are very pleased to bring to Cape Town the SRP Indexed and Structured Investments Conference, which includes senior representatives from local and international investment banks, insurance companies, retail and private banks, asset managers, hedge funds, independent financial advisers, law firms, regulators, index providers, exchanges and the wider derivatives community to meet and engage in active debate.

After training more than 180 delegates in structured products and ETFs in Johannesburg over the last two years, we will start the day with advanced workshops that will detail the core strategies of structured products as well the new payoffs and indices that are now mainstream in Europe and the US. As we also understand the importance of the offshore market and the elementary need to protect capital, we are including an expert in South African investment to explain how to the navigate the rules on taxation.

During the morning, we will showcase the SRP Global Market Overview, a data analysis of structured products in Africa, and investigate how to maximise the use of indexed solutions in portfolios.

We are also bringing to Cape Town our popular SRP Talks, a session in which we ask the main stakeholders in the industry to present their best ideas and reveal the Top 3 ideas within their presentations.

We will introduce the top providers of indices, ETFs and structured products, who will highlight and discuss the latest developments in investment and provide hints for the answer to the million dollar question: do risk premia strategies deliver returns to investors?

The conference will also provide an insight into the results of the first indepth research of the performance of structured products market in South Africa and offshore. In cooperation with the country’s leading providers and distributors of these products, SRP will present the analysis and name the most effective way to protect savings while providing investment returns.

Innovation in technology is crucial to the development of the structured products market, with trading platforms, artificial intelligence in investment decisions and other electronic efficiencies will be explained and debated in the final panel of the day.

We’re building the biggest gathering in Indexed and Structured Investment in South Africa because everyone loves structured products, even those that don’t know they do yet!

Best regards

Tiago FernandesManaging Director | SRP

“SRP is one of the best conferences in the financial industry” DESJARDIN

SRP, part of the Euromoney Group and the only global source of industry intelligence (covering 19 million products in 79 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?Africa’s premier alternative investments conference.

SRP Africa 2019, will bring together over 150 senior-level senior representatives from local and international investment banks, insurance companies, retail & private banks, asset managers, hedge funds, IFAs, law firms, regulators, index providers, exchanges and the wider derivatives ecosystem from the African region to connect, network and discuss the most recent opportunities and challenges that are defining the future of the African alternative investments industry.

Rest of World

9%Africa

91%

71%OF DECISION MAKERS

7COUNTRIES

REPRESENTED

45NO OF SPEAKERS

97COMPANIES

REPRESENTED

STATS FROM LAST YEAR’S CONFERENCE

237OF ATTENDEES

12.15 Construction and Management of a Structured Products Portfolios’ discussion

• Selection and combination of payouts• The problem of over-concentration on a particular underlying resulting from ‘worst-of’

payouts• Issuer selection• Secondary market Moderator: Améiie Labbé, Global Head of Content, SRP Panellists: Marc Elongnam, Relationship Manager, AIS Financial Group David Tamir, Co-Founder and CIO, Oasis Investments Mark Insley, Managing Director, Ascot Wealth Management

13.00 Lunch

SRP Presentations and Panels

14.00 Keynote: Empowering Women in Africa

14.30 SRP Talks: New Product Development

TED-style talks: speakers presenting their best product idea or theme on structured products

15.00 Product Innovation: Investment Ideas and Solutions

• What is new in structured products?• Innovations within structures.• Why move from unit trust to structured products?• What to consider when creating solutions for clients and how to cater to clients’ needs?Moderator: Twané Wessels, Product Actuary, Just Retirement South Africa Panellists: Edwin Dande, Chief Executive Officer, Cytonn InvestmentsMelissa Dyer, Head of Advisory, Harbour WealthRobert Foster, Managing Director, Seed Investment Partners

15.35 Networking Break

15.45 Index Strategies & ETFs for Banks

• Risk premia strategies and what is the future for retail investors.• The use of ETFs in client portfolios.• ESG and Impact investing: do returns align with the ethical values?

Moderator: Nerina Visser, ETF Strategist and Advisor, etfSA Panellists: Gareth Allison, Executive Director, MSCI Roland Rousseau, Client strategy, global markets, RMB Global Markets Gareth Stobie, Managing Director, CoresharesJason Swartz, Head of Portfolio Solutions, so¬

08.00 Breakfast & Registration

SRP Workshops

09.00

Core Structured Products Strategy• What is a structured product? • Swapping coupons for upside. • Simple yield enhancement. • Why barriers are popular. • The wonder of auto-calls.• Where do structured products fit in a portfolio and how should they be marketed? Tiago Fernandes, Managing Director, SRP

09.45 Cutting Edge• New choices in underlyings. • Fixed dividend indices and other propietary strategies. • New developments in payoffs. • Modelling structures and understanding risk. • What legal forms products take? • Product ideas for the future. Tiago Fernandes, Managing Director, SRP

10.30 Navigating Taxation of Structured Products • Tax policy and tax implications• Reporting for IFAs. How is it done? • Automatic Exchange of Information (AEOI): what are the solutions to make global

information reporting manageable? Matthew Grigg, Partner, Clifford Chance

11.00 Networking Break

11.30 SRP Data & Global Market Overview

• Global product development trends and asset classes. • Which products are most popular in offshore markets? • How did structured products perform in 2018? • What strategies have been most successful? Tiago Fernandes, Managing Director, SRP

11.50 Maximising your Portfolio Performance with Structured Products: Practical Elements for

Users

• How to work with structured products and how to sell them?• How structured products fit in client’s portfolio?• How to show performance and returns to clients? Mark Insley, Managing Director, Ascot Wealth Management

CONFERENCE AGENDA

16:00 SRP Reveals – Africa & International Market Performance ReportIn-depth study of structured products performance in Africa and International from 2013 to 2018.

16.30 Offshore Structured Products: Practical Implications• Luxembourg, Ireland, Mauritius and domiciled products: what can be offered to clients who wants to have offshore exposure?• What are the advantages to investing offshore?• Offshore transacted products: examining previous and current benefits for certain domiciled accounts.• Practical aspects and challenges of dealing with offshore products.• Impacts of Mifid2 on offshore investing.

Moderator: Sybrand Mostert, Managing Director & Independent Financial Adviser, Capital Sans Frontiers

Panellists: Chris Berry, Investment Services Executive / Head of Structured Products, Standard Bank Brian McMillan, Head of Sales, Retail Structured Products, Investec David Noon, Commercial Director, Capital International Limited South Africa

17.05 Impact of Technology – lessons learned

• The best platforms for structured products.• Platforms could help to build a product by playing with the variables: coupon, term and underlyings.• Can South Africa market learn from other regions?• Structured Products: the good and then the bad Moderator: Améiie Labbé, Global Head of Content, SRP Panellists: David Hansson, Managing Director, JP MorganBiju Kulathakal, Co-Founder and CEO, Halo Investing

17.40 Chair’s Closing Remarks

17.50 Drinks reception & Awards Ceremony

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PROUD AFFILIATED CHARITY

A F R I C A A W A R D S C E R E M O N Y 2 0 1 9The first day of the conference will be followed by the highly anticipated Awards Ceremony. SRP’s Africa Structured Products &

Derivatives 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

Europe’s 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 a glamourous

high-profile evening

Join us for the evening to celebrate the best in the industry, relax with a few drinks, excellent food and great entertainment.

INTRODUCING

SRP TALKSAt SRP, we’re always looking for new voices, new ideas and new ways to help provide solutions for challenges the Structured Products industry faces - and so we are pleased to announce the launch of SRP Talks panel.

SRP Talks is a TED-style talks presentation opportunity, for you to present any idea, showcase a new product or solution etc around structured products to over 100 industry experts.

Submissions will be reviewed and the 5 winning submissions will be announced on the 25th February.

The first SRP Talks will take place at the SRP Africa 2019 Conference, where we will have a series of 10 minute presentations, live demos on stage.

The only rule before your submit your idea: Ensure the topic is related to structured products.

PLACES ARE LIMITED, SO GET YOUR APPLICATIONS IN EARLY!

PREVIOUS SPONSORS OF SRP EVENTS

SECURE YOUR PLACE NOW

Buyside Conference Pass

(expires * Includes access to Training, Drinks

Reception)

3-4-2 ~Buyside Conference Passes (expires * Includes access

to Training, Drinks Reception)

Single Conference Pass £150 £300

Call us on +44(0)20 7779 8630or

VENUE

THE VINEYARD HOTEL Colinton Road 1, off Protea Road Newlands, Capetown, Western Cape

T: +27 21 657 4500https://www.vineyard.co.za/ 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.

For Sellside Passes, please contact Jose@structuredretailproducts.com

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