Agenda
12:00pm - 1:00pm
Welcome Lunch & Networking
Attendees arrive for a networking lunch — an opportunity to meet peers, sponsors, and speakers before the sessions begin.
1:00pm - 1:10pm
Welcome Remarks
Brief opening remarks to introduce the day’s agenda and highlight key topics.
1:10pm - 1:40pm
Keynote: Innovation in Downside Protection: The Power of QIS
Innovation in downside protection has accelerated, with Quantitative Investment Strategies (QIS) offering more dynamic and efficient ways to manage risk. By combining systematic rules with flexible structuring, QIS enables tailored protection while maintaining upside participation. This keynote explores how these strategies are reshaping structured products, improving transparency, and responding to evolving market conditions where traditional hedging approaches are no longer sufficient.
1:40pm - 2:25pm
Regulation & Investor Protection in Structured Products
How are evolving European regulatory priorities reshaping the structured product landscape? A practical discussion covering the Retail Investment Strategy (RIS) with its new inducement governance, emerging Value for Money frameworks (including a new peer group methodology by the EU Commission), and the implications for product design, pricing, and distribution. We will also explore key differences between US and EMEA regulatory approaches, as well as the hurdles, such as taxation, of a more integrated EU Single Market for cross-border distribution of products.
Moderator
Thomas Wulf, Secretary General, EUSIPA - European Structured Investment Products Association
Speakers
Heike Arbter, President of EUSIPA. Supervisory Board President of Zertifikate Forum Austria
Juliane Holl, Senior Legal Counsel - Sustainable Finance and Capital Markets law, BSW
Fulvia Lucantonio, IMI CIB Legal Advisory, IMI Corporate & Investment Banking Division, Intesa Sanpaolo. Secretary General at ACEPI
2:25pm - 2:55pm
Networking Break
Refreshments and informal discussions.
2:55pm - 3:40pm
Product Trends & Innovation in Structured Investments
A deep dive into market trends, ESG integration, AI-driven structuring, and digital distribution. Experts discuss how technology and sustainability are reshaping product design, risk management, and investor access.
Moderator
Elliot Scherer, Managing Director & Global Head Wealth Solutions Group, CIBC Capital Markets
Speakers
Mats Eriksson, Head of Investment Solutions, Garantum Fondkommission
Daniel Espiñeira, Head Structured Products Institutional Sales, Julius Baer
Marcel Pronk, Head of Treasury Sales – Structured Products & FX, Van Lanschot Kempen
Henrik Segerberg, Head of Structured Trading, Nordea Markets, Corporates & Institutions
3:40pm - 4:10pm
SP Intelligence Data Insights 2026: European & Nordic Market Overview
Exclusive data-driven presentation of the latest SP Intelligence research and analytics, highlighting issuance volumes, investor behavior, and emerging product categories — with a dedicated lens on Nordic structured product flows and distribution models.
4:10pm - 4:40pm
Networking Break
4:40pm - 5:25pmn
Global Leaders in Structured Products & Derivatives
A strategic discussion with senior leaders on where the industry is heading: margins, regulation, technology disruption, and the future of manufacturing.
5:25pm - 5:45pm
Closing Remarks & Q&A
A wrap-up of the day’s insights, followed by a brief Q&A to address audience questions.
5:45pm - 8:30pm
Cocktail Reception & Awards Dinner
A final opportunity for attendees to network and relax after the day’s sessions, with drinks served in a social setting.