Expanding Client Investment Opportunity and Improving Transparency in the US Retail Structured Products Market
Date:
11/10/2011
Duration:
45 mins
Details:
Expanding Client Investment Opportunity and Improving Transparency in the US Retail Structured Products Market
An Exclusive Webinar for RIAs, Broker-Dealers and Issuers
Hosted by
Thursday November 10th, 2011 – 12:00 PM EDT
The regulatory uncertainty surrounding Structured Products and OTC derivatives has many investment firms unsure of which products to recommend to their clients. Now, more than ever, advisers and brokers need to justify the investment decisions that they have made.
This webinar showcased how a new independent online research and analysis service, StructuredEdge.com, could fundamentally transform how you serve your client investors.
During this webinar you’ll learn how to:
Cut through the mass of offerings in this growing and important investment class
Confidently expand your client investment opportunities based on authoritative analysis
Use objective rankings to find the best and most popular deal types, issuers and underlyings
Leverage detailed product reports to better educate your clients and improve transparency
Follow new deals and keep abreast of this dynamic market
Demonstrate due diligence and provide sound investment advice to your clients faster, easier and more accurately
Featured Speakers:
James Jockle, Senior Vice President, Marketing, Numerix
Tim Mortimer, Managing Director, Future Value Consultants
Speaker Bio:
Tim Mortimer is Managing Director of Future Value Consultants (FVC) whichspecializes in structured products and derivatives strategies for financial institutions in the UK, US and Europe. FVC’sstructured products’ research, valuation and analysis are used extensively by thousands of financial professionals today. FVC and leading derivative analytics provider Numerix have partnered to deliver StructuredEdge.com. Structurededge.com is the only online, independent research and analysis resource dedicated to the US OTC derivative and structured products retail market. It offers in-depth reports, rankings and Virtual Advisor-assisted searches; covering virtually the entire US structured products retail market—across all product types and issuers.