SPA-2008: The Final Agenda for April 9-10, 2008

For a .pdf version of the SPA-2008 Agenda, click here.

THE FOURTH ANNUAL STRUCTURED PRODUCTS ASSOCIATION CONFERENCE

Wednesday, April 9 & Thursday, April 10, 2008
Grand Hyatt Hotel, New York City

Day One (Wed, Apr 9): The Distribution Perspective

8:15 – 9:00 -- REGISTRATION and BREAKFAST

9:00 - 9:45 -- THE DEALERS - The Cause and Effect of the $114 Billion Year
Jennifer Zogg, E*Trade
Michael Leon, Northern Trust
Michael Prucher , Fidelity Investments

9:45 - 10:30 -- WHOLESALERS and the THIRD-PARTY CHANNELS
Scott Greenwood, JVB Capital
Kevin Mahon, Countrywide
Scott Colyer, FIS-AAM

10:30 – 11:15 -- NEW STRUCTURED PRODUCTS DISTRIBUTORS -- Opportunities and Challenges
Guy Gregoire, Pershing
Mike Forstl , Nuveen Investments
Som Seif, Claymore (Canada)
Jason Hubschman, DWS Scudder

11:15 - 11:45 -- Interactive Segment: SPA-NUMERIX STRUCTURED PRODUCTS IQ CHALLENGE
The audience competes with electonic devices to win an Apple iTouch and other prizes by matching wits and being fastest on the draw to answer brainteasers on the industry and the investment class from StructuredRetailProducts.com, InCapital and FIS-AAM Securities. Sponsored by NUMERIX.

11:45- 12:30 -- THE NEXT WAVE, Part 1 - Thinking Outside the Box
Kevin Ireland, ALPS
Ryan Johnson, Foreside Advisors
Steve O'Grady, Kellogg Group

12:30 - 1:45 -- LUNCH -- Click here for menu.

1:45 – 2:15 -- The First Annual SPA LeadingEdge Advisors Awards
co-sponsored by Societe Generale CIB

2:15 – 3:00 -- INVESTMENT ADVISORS - Looking Into The Future of Structured Products
Frederick Wright, Smith & Howard Wealth Mgmt
Steve Braverman, MyCFO Harris Bank
J. Scott Miller, Blue Bell Private Wealth
Tony Proctor, Proctor Financial
Tom Balcom, Financial Planning Association

3:00 - 3:20 -- UPDATE: SIFMA’S GLOBAL PRINCIPALS FOR STRUCTURED PRODUCTS
John Maurello, SIFMA

3:15 – 4:00 -- THE FIRST TRILLION: Structured Products’ Untapped Opportunities
Gerry Nowotny, Long Gray Line Consulting
Jaeson Dubrovay, NorthEast Pension Consultants
George Varinos, HSBC Halbis
Russell Kamp, INVESCO

4:00 – 4:45 -- Interactive Segment: SPA FIRST ANNUAL “ELEVATOR PITCH” COMPETITION
Hosted by John (JT) Tessar
Forget the Final Four, American Idol or the Democratic primaries – SPA-2008 is where the action is. SPA-2008 closes out Day One with your favorite Structured Products Marketers facing-off in an interactive competition to see who has the best 120-second pitch for a structured product. Your vote counts – with interactive touchpads.

5:00 - 6:30 -- SPA-2008 COCKTAIL RECEPTION: co-Sponsored by Barclays Capital

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Day Two (Thur, Apr 10):
The Issuer Perspective

8:15 – 9:00 -- REGISTRATION and BREAKFAST

8:45 – 9:00 -- DAY 2 OPENING REMARKS

9:00 – 10:00 -- DYNAMIC INDEXING & FUND LINKED STRUCTURES
Moderator: Ray Shirazi, Cadwalader
Bill Bamber, Bear Stearns
Adrienne Browning, Deutsche Bank
Laura Burns, Lehman Brothers
Joe O'Connor, Deutsche Bank
Muriel Asmar / Olivier Daguet, Societe Generale (TBD)

10:00 - 10:45 STRUCTURED PRODUCTS and the STATE OF INDEXING: “New and Novel”
David Blitzer, Standard & Poor’s

10:45 – 11:30 -- STRUCTURED PRODUCTS 2008 and Beyond: Experts Roundtable
Philippe el Asmar, Barclays Capital
Stephanie Bosio ,Calyon
Eric Miller, HSBC
Brian Jones, ABN Amro
Raina Mathur, Societe Generale CIB

11:30 – 11:40 -- Special Announcement – SPA and WSJ in Fall 2008
Steve Schwartzkopf, Wall Street Journal

11:40 – 12:30 -- TAXATION: Current Issues
Thomas Humphreys, Morrison & Foerster
John Rogers, U.S. Treasury
Mark Perwien, Goldman Sachs
Chris Pinho, UBS

12:30 - 1:45 -- LUNCH -- Click here for menu.

1:45 – 2:15 -- INNOVATIVE INDEXING – Going After the Mutual Fund Assets
Richard Ciuba, Dow Jones Indexes
Matthew O’Connor, Lehman Brothers
Serge Troyanovsky, BNP Paribas

2:15 – 3:15 -- CHALLENGES & SOLUTIONS: The Experts Speak
= EDUCATION: Allen Ferrell, Harvard Law School
= CREDIT: Martine Mills Hagen, Eksportfinans
= TECHNOLOGY: Mirko Filippi, Bloomberg
= RESEARCH: Tim Mortimer, Future Value Consultants

3:15 – 4:00 -- THE MARKET – Latest Reports on the Industry
Andy Awad, Greenwich Research
Joe Burris, Structured Retail Products, Arete Consulting

4:00 – 4:15 -- CLOSING THOUGHTS