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Global Financial Markets Intelligence

Global Financial Markets Intelligence

CPPI: from basic theory through to advanced techniques

The theory, design and implementation of CPPI-based solutions including the new disruptive innovation of iCPPI

9-10 May 2017
Amba Hotel, Marble Arch, London, United Kingdom

Why You Should Attend

CPPI: from basic theory through to advanced techniques

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set up for the delivery of our courses. Please note we have therefore limited number of spaces available and these will be assigned on a first come, first accepted basis. We recommend early booking to avoid disappointment.

“For finance professionals wishing to gain an in-depth understanding of Constant Proportion Portfolio Insurance and the latest techniques being employed by the experts…”

How will you benefit?

Constant Proportion Portfolio Insurance has existed as a hedging technique since the late 80’s and continues to be widely used as a hedging mechanism to protect against downside exposure. For market participants it remains a core concept to understand and for derivative professionals an important hedging technique to be fully familiar with.

The course is structured to provide a broad introduction to the concept before progressing to discuss practical design and implementation considerations, choice in delivery formats, structure of legal documentation and points of negotiation to be aware of. The latter part of the course introduces the new disruptive innovation of individualised-CPPI (“iCPPI”), a very important and recent evolution of the CPPI concept that is still in the early stages of wider market adoption. This will likely be of particular interest to delegates with a remit to monitor new ideas being brought to market that have the potential to deliver competitive advantage.

Whilst the course by necessity covers the theory behind the concept, the focus is firmly on the practical implementation of using these techniques. The format of the course uses a mix of presentation, interactive discussion and laptop-based exercises to ensure delegates have opportunity to verify their understanding of all concepts discussed.

The course is presented by one of the leading experts in this space who remains actively involved in facilitating the delivery of CPPI-based solutions to leading financial institutions around the globe.

About your expert trainer:

Prior to founding Investment Solutions Strategy Consultants, David Macdonald was a Managing Director within the Investment Banking Division of Barclays Bank (formerly Barclays Capital) where he was the Global Head of their Retail Insurance Solutions business. His remit was to work with Life Insurance companies to develop new policyholder investment solutions, covering the full spectrum of Investment, Pension and Annuity based products.

David started his career in the Financial Services industry over 20-years ago as a technology expert, latterly developing Risk Management & Trading IT platforms over a 5-year period for Deutsche Bank (1995 – 2000), before embarking on an MBA at Erasmus Graduate School of Management in The Netherlands.

With a career spanning Technology, Structured Derivative Solutions and a deep knowledge of the Life Insurance industry, David has been directly responsible for creating a number of innovative solutions to the global Life Insurance industry. Whilst at Barclays Capital, David was responsible for co-developing the concept of open-ended CPPI based solutions (2002) and subsequent to this he was the product innovator behind both option on iTIPP solutions (2006) and the disruptive new technology, Micro-CPPI / iCPPI (2007).


Pre-course questionnaire:

A detailed questionnaire will be sent to all course participants to establish exactly where the group training needs lie. The completed forms will be analysed by the course leader/trainer and followed by telephone if further clarification is required. As a result we can guarantee that the course is pitched at exactly the right level and that the issues that you regard as relevant are addressed. The course material will reflect these issues and will enable you to digest the subject matter after the event in your own time.

Who should attend?

This programme is designed for finance industry professionals seeking to gain a thorough understanding of CPPI and will be of particular interest to individuals keen to understand the latest innovations and techniques being employed by a number of the large Investment Banks to deliver CPPI hedging solutions to their clients (particularly relevant for Life Insurers, Bancassurance and Fund Management Groups).

For delegates new to the concept, it will provide full immersion to the theory, design and implementation of CPPI-based solutions. For those with prior experience, it will provide insights to help enhance and improve negotiations with Investment Banking partners as well as providing a detailed introduction to the disruptive new innovation of individualised-CPPI (“iCPPI”).

This course will be of particular relevance to delegates sitting within functions such as:

  • Structuring
  • Structured Sales
  • Sales
  • Financial Engineering
  • Actuarial Product Development
  • Buy-Side Hedging Desk
  • Life Innovation Hub
  • Risk Management & Analysis
  • Life Insurance IT Systems & Support
  • Life Group Strategy & Marketing Personnel
  • Fund Administration

Key Topics

  • Understand the theory sitting behind CPPI and the practical implications of a CPPI implementation;
  • Explore advanced techniques and key design considerations;
  • Confidently navigate & understand the documentation & legal framework supporting a CPPI trade from a commercial perspective;
  • Improved negotiations with external partners;
  • Key insights into disruptive new CPPI innovations

  • Why Choose GFMI marcus evans?

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    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Gareth Banks

    101 Finsbury Pavement
    London EC2A 1RS

    +44 (0) 20 3002 3400
    Fax: +44 (0) 20 3002 3016
    Email: garethb@marcusevansuk.com