OCBC | 5 September 2019
A primer to Actively Managed Certificates

Of the 3 growing opportunities OCBC Bank shared during the AIAM Q2 Workshop, the Actively Managed Certificates (AMCs) has gathered the most attention. Synonymous with being flexible and dynamic, AMCs have become a key investment instrument used by IAMs who prefer to take a more pro-active and customized role in managing wealth.

In line with this, OCBC cordially invites you to join their 1.5hrs premier as they will deep-dive into the specifics of AMCs, ranging from rebalancing instructions, asset classes, legal documentation to reporting and valuation.

Participants can expect to discover all the aspects of AMCs from pre-trade idea inception, issuance to post-trade portfolio and cash maintenance.

1.5 hours CPD will be awarded.

SPEAKER

Carlos Gomez Solorzano, Managing Director. Global Structured Solutions (Financial Institutions)
Oversea-Chinese Banking Corporation

Carlos Gomez Solorzano, OCBC’s Global Structured Solutions – Head of Financial Institutions team. The team structures and distributes bespoke financial investment and hedging solutions for Asian and European institutional clients, mainly Private Banks, Banks, Insurance Companies, Asset Managers and Family Offices.

OCBC’s Global Structured Solutions team works very closely with Independent Asset Managers and Private banks in the creation and distribution of bespoke financial products, such as bond basket linked notes, actively managed certificates, fund linked notes, private equity linked notes, leveraged fund linked notes and total return swaps.

Carlos has a 15 years career in Financial Markets, performing similar solutions role with global banks such as Barclays Capital, BAML and Credit Suisse First Boston. He holds a Master’s degree in Aerospace Engineering and a Master’s in Finance from Imperial College London.

 

This event is for ordinary members only.

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Tags:

Date

Sep 05 2019

Time

04:00 PM - 05:30 PM

Location

OCBC
65 Chulia Street, #16-00 OCBC Centre, Singapore 049513
Oversea-Chinese Banking Corporation Limited

Organizer

Oversea-Chinese Banking Corporation Limited
Phone
+65-63491898
Email
JosiahLeow@ocbc.com
Website
https://www.ocbc.com/
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