We'll help you to really understand the engineering of structured products, how pricing and valuations work, what to watch out for, and the benefits.
 
Are you a financial adviser or wealth manager, currently managing or advising on investment portfolios that hold structured products? Do you sufficiently understand the technical aspects of the products you recommend?

The changing regulatory landscape is placing increased emphasis on product suitability. If you are an ‘independent’ financial adviser (and wish to remain so, post RDR) will need to demonstrate knowledge, understanding, consideration and the potential use of the full investment universe, without restriction - which obviously includes structured investments.

Alpha Finance Advisors is hosting a 2 Day Structured Products Workshop

Do you have a strong working knowledge of structured products? Are you comfortable evaluating their suitability for a portfolio? Do you know enough to:

• Understand the characteristics of each individual product?
• Identify the risks involved?
• Have an educated discussion with product providers?

If you want to learn the ins and outs of structured products, giving you the confidence to evaluate and recommend this asset class, you’re in the right place.

The Alpha Finance Advisors 2 Day Structured Products Workshop will arm you with the understanding you need to make informed decisions about the suitability of structured products and their place within a client portfolio.

You will LEARN:

• The main product types available and how they are structured, enabling you to proactively look for those that provide the best ‘fit’ for your investment policy.
• View from the trading floor: product design and marketing, pricing and execution, and ‘what happens after the trade’.
• The vehicles for structured products, specifically Medium-Term Notes (MTNs). We’ll explain what these are and how the primary and secondary markets work.
• How products are priced and therefore how you can improve the risk/return profile and better meet your objectives.
• The key factors and risks that can affect pricing, as well as how to build a structured product using online tools.
• Key factors to remember from an investor’s point of view.
• How structured products ‘fit’ within the asset allocation for a portfolio.

The Venue

The venue is the magnificent Institute of Director’s (IOD) Grade I listed, Crown Estate building in the heart of the West End.

The Time (Each Day)

9.00am - Registration, coffee and networking
9.30am - Prompt start
12.45pm - Lunch
17:00pm - Close

The Food

The event will be fully catered for by the culinary team at the IOD, ensuring you remain well-fed, watered and focused. In addition to lunch, there will be two coffee breaks each day.

The Host

Frederic Robert launched Alpha Finance Advisors in 2004 and has more than 25 years of financial services experience. He is an EDHEC Business School graduate, where he majored in Finance and Law, and now lectures in Finance. Frederic is also Chairman of the risk group AIMA (Alternative Investment Fund Managers) and Cert IOD. Specifically he has:

15 years experience in derivatives with major international banks. This includes structuring and new product development for Equities, Fixed Income and Credit. He has also managed trading floors, which means he has a strong grasp of the intricacies of the trading process.

10 years experience working with hedge funds and hedge fund investors. This includes the design and implementation of risk monitoring frameworks, as well as single hedge funds investment policy and risk reviews, hedge fund portfolio analysis and risk monitoring, analysing and restructuring structured products, and investment impact analysis.

CPD Accreditation

This event jas been accredited with 15 ContinuingProfessional Development
(CPD) points.

We are not regulated by The Financial Services Authority and we are not authorised or exempt under the Financial Services and Markets Act 2000. None of the information provided during the Course or in the Course Material is intended to constitute financial advice and you agree not to treat it as such.

The Course or the Course Material does not constitute any form of advice, recommendation or arrangement by us (including, without limitation, financial or investment advice or an offer or solicitation to buy or sell any security, financial product or other investment) and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be taken before making any such decision.

Read our full Terms and Conditions here.

Our cancelation and refund policy:

Cancellation free until 2 weeks before event – 50% the following week - no refund after.
Re-booking: free until 2 weeks before; £250 for rebooking week before; £500 last week.