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Two-Day Live Virtual Conference

Broadcasted from:  Cboe Global Markets   |   Hosted by:  Index Resource Center

Cboe Options Exchange Trading Floor in Chicago

1/9/2025 - 1/10/2025 (Tentative)
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Welcome to the National Index Conference! This is a two-day virtual conference, where we bring together the most innovative minds in the industry to share their insights and expertise. Join us for two days of educational presentations, unbelievable industry information, amazing prizes, and more. Our conference will cover a range of topics concerning the Indexes used inside Fixed Indexed Annuities, and Indexed Universal Life. Don't miss this opportunity to learn from the best in the business and take your career to the next level.

Kick off your 2025 by immensely enhancing your knowledge about the products you sell!

The broadcast will be conducted live from Cboe Global Markets Options Trading Floor in Chicago.  This is the home the largest options exchange in the U.S. where many of the options used in Indexed products are traded.  Join us for live presentations from across the nation conducted by representatives from the major Index Providers, as well as interviews with key people who work in the Fixed Indexed world.  You will also have a chance to visit over 50 virtual sponsor booths in our Virtual Conference Center to see what they have in store for 2025!

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PRESENTATIONS-
You will here several educational presentations from the various Index Providers.  They will take a "deep dive" into the specific components of their Indices.
INTERVIEWS-
We will also have live interviews from Cboe Global Markets with key people from the industry.  These are designed to have a more sales oriented focus.
PRODUCT DESIGN SPOTLIGHT PANEL-
We have assembled a panel of product designers and actuaries from both, carriers and the product creation companies.  In this segment, we will teach you how to evaluate products like you have never done before!

INDEX PROVIDERS

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CARRIERS

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INDUSTRY COMPANIES

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Kent Jacquay

Index Resource Center

Founder

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Chris Coyne

Goldman Sachs

RVP

Brian Hanna

Alliance Bernstein

Senior Vice President

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Peter Miller

Invesco

Director

Jorge Lopez-Quintana

FTSE Russell

Product Manager

Zachary Houston

Franklin Templeton

Inst. Portfolio Mgr.

Marie-Laure

Barclays

Managing Director

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Amy Zhou

UBS

Associate Director

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Kevin Patalano

S&P Dow Jones Indices

Senior Analyst

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Paul Anderson

Cboe Global Markets

Director - Institutional Sales

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Sarah Garrity

BlackRock

National Sales Manager

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Josh Levine

Bank of America

VP Equity Derivitives

Hamoun Khalili

CIBC

Director

Clara Bachere

BNP Paribas

Equity Derivative Sales

Holly Robertson

HSBC

Vice President

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Mike Heraty

RBC

Equity Derivatives

Mike Dickson

Horizon Investments

Head of Research

Andrew Ip Ping Wah

Credit Suisse

Insurance Equity Derivatives

Sandeep Bidani

Nomura

Managing Director

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  • What exactly is "Volatility Control"?

  • Sector Diversification within an Index

  • Power of Technology in an Index

  • How Crediting Rates are calculated

  • What does the "Weighted" aspect mean

  • How does an Index utilize ETF's?

  • What is the difference between "Excess Return" and "Total Return"

  • How Inflation affects Index performance

  • What is a "Strike Price" in an Index

  • What makes an Index "Rules Based"

  • How accurate is hypothetical back-testing in an Index

  • What is the purpose of "Rebalancing" in an Index

  • What are "Alternative Assets" used inside an index

  • How do "Futures" and "Basket Constituants" effect Index returns

  • Is the number of "Max Underliers" in an Index important

  • How does the use of "Leverage" effect an Index

  • What does it mean if an Index uses a "News Sentiment"?

  • How important is the use of "Dividends" in an Index portfolio

  • Does my client realize fees that are built into an Index?

  • How is "Momentum" used inside an Index?

  • Advantages in using a "Global" approach in an Index

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About Your Host...

The Index Resource Center is the premier provider of Index performance analytics.

They have developed programs such as:

  • INDEXALYZER

  • INCOMEALYZER

  • VOLALYZER

  • REVIEWALYZER

  • CALCULZYER

Each of these products are designed with one primary goal in mind...

TO ASSIST AGENTS IN EDUCATING THEMSELVES AND THEIR CLIENT'S

SO THEY CAN MAKE INFORMED INDEX ALLOCATION DECISIONS AND

MAKE MORE SALES!

The Index Resource Center takes a two pronged approach to delivering their analytical data to agents.  First, there is their website, www.indexalyzer.com which is a low cost subscription based site that gives agents all they need to get product updates, past performance historical returns, amazing charts, create their own re-allocation reports for their renewal reviews, compare current products with newer products on the market, and get access to the most user friendly and annuity sales focused retirement planning software ever designed (JourneyGuide).  Second, if the agent needs more to really dazzle their clients, or if they are in a competitive sales situation, they can call upon their Marketing Organization for even more amazing reports (providing that their Marketing Organization is linked up with the Index Resource Center).  There are also discounts available through participating Marketing Organizations that could get the cost to the agent down to only $25.00 per month!

FOR MORE INFORMATION, VISIT THE INDEX RESORCE CENTER BOOTH IN THE VIRTUAL CONFERENCE CENTER ON THE DAY OF THE CONFERENCE, AND/OR CLICK THE BUTTON BELOW

So, what are you waiting for?  Get registered now so you don't miss out on the most power-packed conference of the year!  Increase your education, and you will increase your sales!

Conference Ticket Cost

$150.00

(Tickets Go On Sale July 1st!)

Reduced cost or even FREE vouchers may be available through your Marketing Organization!

If that does not work for you, contact the Index Resource Center directly at 260-333-0007 to see if there are any other voucher offers.

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