AGENDA

10:00AM – 12:00PM

Location: Topgolf Nashville, 500 Cowan St, Nashville, TN 37207, United States
Industry-wide competition with each firm forming teams
Scoring based on team points + bonus for creativity
Award: “Top Bank Swingers”

12:00PM – 12:50PM (Networking Lunch)

Curated seating to mix issuers, platforms, advisors & distributors

12:50PM – 1:00PM

Welcome, reflections on the morning, agenda preview

Speaker:
Mathias Strasser, Founder, WSD

1:00PM – 1:45PM (Panel)

A conversation with leading buyside professionals on how SPi data is reshaping the structured products landscape.

Moderator:
Tiago Fernandes, Head of Data & Platform, WSD

Speakers:
Deep Gandhi, Managing Director - Head of Structured Products Distribution for the Americas, UBS
Sebastien Lafosse, Head of US Equity Solutions & Cross-Asset Distribution Americas, Global Market Division, Credit Agricole CIB
Raul E. Perez, Director – Head of Sales, Structured Investments Group, Wells Fargo Securities
Nataliya Popel, Managing Director, Head of Structured & Alternative Solutions, Stifel

1:45PM – 2:30PM (Panel)

Using volatility as a feature, not a bug
The evolution of QIS strategies and macro-linked structures
Product success stories from turbulent markets

Moderator:
Ray Shirazi, Head of the Financial Regulation and Derivatives practice, Fried, Frank, Harris, Shriver & Jacobson LLP

Speakers:
Elliott Appel, Head of Origination, UGM Americas Structured Products, UBS
Casey Rose, Executive Director, CIBC
Anil Varughese, Head of Product Structuring, Origination and UHNW Solutions, Bank of America Merrill Lynch
Omar Tlili , Head of AMRS Linear QIS, Bank of America

2:30PM – 3:00PM (Leadership Panel)

Big-picture insights from senior leaders on market direction, client needs, and technology adoption. The future of platforms, regulation, and global investor appetite

Moderator:
Christopher S. Schell, Partner, Derivatives & Structured Products, Davis Polk & Wardwell LLP

Speakers:
Camilo Echeverri, Head of EQ AMRS Structured Products, Bank of America
Victoria Garcia-Rubiales, Head of Investment Solutions Sales U.S. & LatAm, BBVA
Nicolas Georges, Managing Director Head of Cross Asset PB&D Sales Americas, BNP Paribas
Brandon Igyarto, Managing Director, Head of SIDM, Americas, J.P. Morgan
Yinglu Zhang, Managing Director, Head of Americas, Citi Solutions for Financial Intermediaries

3:00PM – 3:30PM

3:30PM – 4:15PM (Advisor Panel)

Advisors share what resonates, what’s misunderstood, and what they want from distributors
Topics: Communication gaps, product complexity, timing, and education

Moderator:
Marc Premselaar, Partner, Head of Capital Markets, CAIS

Speakers:
Alex Bobin, CFA,Director, Portfolio Strategy & Structured Solutions, Brookstone Capital Management
Michaelangelo Dooley, CFP, Principal, Investment Solutions, Structured Products, NewEdge Investment Solutions.
Lou Mandia, Head of RIA Strategy & Distribution, Institutional Equity Division, Morgan Stanley
David Myakotnikov, Portfolio Manager, Mariner

4:15PM – 5:00PM (Panel)

How Structured Products Are Reshaping Annuities
Why insurers are embracing custom indices and structured strategies
Regulatory constraints and the role of transparency
What wholesalers need to know to work in both worlds

Moderator:
Anna Pinedo, Partner, Mayer Brown

Speakers:
Carrie Freeburg, Chief Product Officer, SILAC®
Alan Grissom, Chief Executive Officer, 12 South Capital
Chris Obalde, Managing Director, Global Equity Derivatives Structured Derivatives Sales, US, TD Securities
Matthew Swingle, Director, Royal Bank of Canada

5:00PM – 5:30PM (Open Floor)

A collaborative, no-slides, no-judgment session where everyone — advisors, issuers, distributors, platforms — is invited to pitch or brainstorm ideas to improve structured products technology and user experience.

What’s broken?
What could be built smarter?
What would make your day 10x easier?

Bridging the Gap: Making Annuities Work for Today’s Investor (10 min)
Speaker:
Tom Haines, Executive Vice President of Capital Markets & Index Solutions, Annexus

Driving Liquidity, Connecting Markets (10min)
Speaker:
Robert Romano, Head of Structured Products Americas – Private Wealth Networks, TP ICAP

Ideas Captured live — best ones will be considered for development or pilots.

5:30PM-6:30PM

Signature drinks, curated small bites, and a scenic sunset as we transition into the evening celebration.

6:30PM-9:00PM

An evening of recognition, celebration, and Southern charm. Honouring the top industry leaders and standout contributors from across the ecosystem.