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this years key speakers:
  
Edward Altman
Max L Heine Professor of Finance
NYU Stern School of Business
 
Daniela Klingebiel
Principal Investment Officer
The World Bank Pension Fund
 
Henrique de Campos Meirelles
Governor
Central Bank of Brazil 
 
 
Gina Sanchez Managing Director,
Public Markets and Research
The California Endowment 
 
Juan Luis Rivera
Partner
Moneda Asset Management
 
 
Roland K. Staub President
TS Trustee Suisse AG
 
 
 
Joao Adamo Managing Director
Vision Brazil Investments
 
 
Luis Javier Echave 
Senior Vice President
Optimal Investment Services
 
 
 
 

 

 

 

Workshops

» Structured solutions - morning workshop
» Commodities & ETFs - afternoon workshop

register today
Structured solutions
The degree of knowledge of most players on the buy-side in Latin America has significantly increased and most structured product selectors and investors are pushing providers to generate new performance based solutions tailored to specific risk/return parameters. This workshop will clarify the intricacies of the investment instruments that have enjoyed unprecedented growth within the institutional space in the last two years.
 
Agenda:
 
8:30 Registration & refreshments
 
8:50 Chairman’s opening remarks
 
WHY STRUCTURED PRODUCTS FOR LATAM? WHY NOW?
 
9:00  Trends and opportunities for structured financial products in Latin America
  • How to leverage major investment themes?
  • The case for a truly open product architecture
  • Implications for the client and shareholder value
9:30  The case for structured products
  • Integrating structured products into an existing portfolio from a risk management perspective
  • Building relationships with product providers: an investor's perspective
  • Portfolio diversification with structured products: practical implementation of non-linear exposure to standard asset classes
WHAT ARE INVESTORS LOOKING FOR?
 
10:00 HNW client expectations from structured solutions
  • Using structured products as part of the client’s game plan
  • Engineering products for the HNW market
  • Product trends and partnership deals – which suppliers will be winners and losers?
10:30 Are structured products advisable investments for institutional investors?
  • Are structured products fairly priced?
  • Is it possible to bridge the gap between buyer and structurer?
  • Accounting for these investments from a risk perspective
11:00  Morning refreshments
 
EFFECTIVELY USING TRADITIONAL UNDERLYINGS: EQUITIES
 
11:30 Sense or non-sense: are equity linked products really matching clients’ needs?
  • Do equity linked products really add value in today’s yield environment?
  • Do they provide inflation protection?
  • What’s hot in equity linked products?
  • Risks involved in equity structured products
STRUCTURED PRODUCTS TRANSFORMING THE ALTERNATIVE ASSET WORLD: HEDGE FUNDS
 
12:00    Structured products linked to hedge funds
  • The impact of increased transparency and liquidity
  • Forms of structuring for current and future market environments
  • The benefits of hedge fund indexes and structuring products around them
  • Leveraged hedge fund products
12:30  Lunch

  • Understand how to apply the lessons learned to your business models
  • Seize the opportunities this event will present
  • Listen to real life case studies
  • Understand how to apply the lessons learned to your business models
  • Seize the opportunities this event will present

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Commodities & ETFs
The workshop is designed with the investor or allocator in mind and will give you an insight into how best to use commodities and ETFs inside you portfolio. If you are a Pension Fund, Independent Financial Advisor, Wealth Manager, Portfolio Manager of Chief Investment Officer who wishes to optimise their investment prospects and identify the hottest opportunities is commodities for the first and second quarter of 2009, then this workshop is not to be missed.
 
Agenda:
 
13:30   Chairman’s opening remarks
Hector McNeil, Head of Sales & Marketing, ETF Securities
 
TAKING ADVANTAGE OF THE COMMODITIES SUPERCYCLE
 
13:35   Commodities investing in LatAm: where to invest and what to avoid?
  • Which commodities present the hottest opportunities today?
  • Understanding the commodities boom: at the top of the cycle?
  • Highlighting the risks for commodity investing: how do they differ across metals, energy, softs and agricultural commodities?
Brad Cole, President, Cole Partners Asset Management
 
WHERE DO ETCs FIT IN TO YOUR PORTFOLIO?
 
14:10    Highlighting the role of ETCs in commodities investing in LatAm
  • Accessing the ETC market: what is available?
  • Comparing the advantages and disadvantages of ETCs to equities and exploring the growth potential for commodity ETCs
Hector McNeil, Head of Sales & Marketing, ETF Securities
 
UCITS UPDATE & INNOVATION IN ETFS
 
14:40    Hedge Fund indexing: the beta of the alpha
  • Hedge fund UCITS update
  • The Latest innovation in hedge funds index ETFs – what are the possibilities?
Margaret W. Gilbert, Managing Director, Greenwich Alternative Investments
 
15:10    Afternoon refreshments
 
UNDERSTANDING ETFs LIQUIDITY
 
15:30   ETF liquidity explained
  • Authorised participants & market makers
  • Primary market - creations and redemptions
  • Secondary market - exchange & OTC trading
  • What is liquidity - ETC published exchange volumes vs underlying asset
  • How to achieve efficient execution
Nik Bienkowski, Head of Listings and Research, ETF Securities
 
16:30   Afternoon refreshments & close of workshop

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2008 event sponsors
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 Gold sponsor:

 
 
 

Showcase sponsors:
 

 

 
 

Silver sponsor:

 

Breakfast sponsor:

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 Exhibitors:

 

 



Awards host:

Strategic event partner

Media event partner

sponsorship opportunities
This is your best sales and marketing opportunity of the year. If you are serious about being positioned as a market leader in Latam's alternative investment industry, then this is the event you need to be at!
 
                
Target your market!
For details contact
Nicola Mackay
 
 
Speaker opportunities