E:\marcusevansassets\Doc\Events\ Global Financial Markets Intelligence conferences | Optimizing the Derivatives Sales Function

Global Financial Markets Intelligence

Global Financial Markets Intelligence

Optimizing the Derivatives Sales Function

Increase sales of derivatives products to clients and build support internally, while adapting to new technology and market conditions

26-27 Sep 2019
Downtown Conference Center, New York, NY, United States of America

Why You Should Attend

Optimizing the Derivatives Sales Function

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 therefore have a limited number of spaces available and these will be assigned on a first come, first accepted basis. We recommend early booking to avoid disappointment.

How will you benefit?

· Build the skills and attitude to maximize sales opportunities

· Leverage your financial institution’s strengths to increase derivatives sales

· Achieve management buy-in to monetize sales opportunities

· Establish credibility internally and with your clients

· Recognize the key variables for a successful derivatives business

· Understand the sales process from the customer’s perspective

· Avoid the typical sales traps

· Learn about blockchain and machine learning’s applications to derivatives

About your expert trainer:

JC Fernandez-Seoane, Founder, Hamilton West Capital

JC Fernandez-Seoane has 30 years of experience in derivatives sales. For the last 20 years, JC has managed highly successful FX & derivatives sales teams in Europe and in the U.S. His responsibilities included marketing, structuring, and selling foreign exchange and fixed income derivatives solutions to European and U.S. clients (from SMEs to large multinationals, institutional investors, and private banks).

In his last position, JC was Head of FX & derivatives sales for Santander US. Prior to coming to New York, JC worked in derivatives sales and trading for several banking institutions in Europe, including Citibank, Commerzbank, and Santander. He currently teaches international finance and portfolio management at two U.S. universities.

JC has a Master’s Degree in Applied Economics from Sciences-Po Paris and an Executive MBA from London Business School. He is a candidate for the MLA in History at Harvard University where he is preparing a thesis on the history of derivatives.

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 course is designed for derivatives sales professionals irrespective of the asset class, whether they trade in foreign exchange, interest rates, equities, or commodity derivatives, but also for all the stakeholders of the derivatives business (relationship managers, risk analysts, etc.)

· FX/Equity/Fixed Income/Commodity Derivative Sales

· Corporate Sales

· Cross-Asset Sales

· Relationship Managers

· Risk Analysts

· Risk Managers

· Derivative Traders

Previous Attendees Include

Bank of America, Citi, JP Morgan, SunTrust, PNC, BOK Financial, Bank of
Oklahoma, Federal Home Loan Bank of New York, Morgan Stanley, Bank of
the Cascades, Fifth Third Bank, Capital One, State Street, RBS Citizens Bank,
Wells Fargo, Union Bank, Bank of the West, Royal Bank of Canada, TD Bank,
Scotiabank, Key Bank and Sovereign Bank

Why Choose GFMI marcus evans?

marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

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.

Voice of Our Customers
  • “Well exceeded my expectations, topics were exactly what I wanted to hear and apply” BOK Financial
  • “A great event for practitioners” Citigroup
  • “Great event...subjects and experiences with good examples.” JP Morgan
  • “Very, very helpful. Please do it again” Executive Director, Morgan Stanley
Join the Discussion

Event Contact

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

Antonello Sarra


+44 203 002 3329
Email: antonellosa@marcusevansuk.com