ISDA Conferences

International Swaps and Derivatives Association, Inc. (ISDA®)

Equity Derivatives Documentation Workshop

Learn the basics of documenting various types of equity derivatives transactions

6.25 CPD Credit Hours Available (England and Wales)

7.5 CLE Credit Hours Available (New York)
Transitional and Nontransitional

July 1, 2008
Le Meridien Piccadilly
London

PROGRAM AGENDA

8:15 AM	Registration and Morning Coffe
8:50 AM	Welcoming Remarks Richard Metcalfe, Deputy Regional Director, EMEA, Senior Regulatory Adviser, Head of Global Policy, ISDA
9:00 AM	Equity Product Fundamentals • General industry overview, including fundamentals of share and index structure • Uses of equity derivatives • Product overview, including swaps, forwards, options and variance Richard Metcalfe, Deputy Regional Director, EMEA, Senior Regulatory Adviser, Head of Global Policy, ISDA
10:00 AM	Introduction to ISDA Documentation Architecture Focusing on Equity Derivatives • Structure of ISDA Master Agreement, Credit Support Annex and relationship with 2002 ISDA Equity Derivatives Definitions • Master Confirmation Agreement versus long-form confirmation Laura Muir, Vice President, Credit Suisse International
10:30 AM	Morning Break
10:45 AM	What you need to know about the 2002 ISDA Equity Derivatives Definitions • Overview of product terms • Discussion of Merger Events/Tender Offers, Potential Adjustment Events, Additional Disruption Events and Index Adjustment Events Severine Chaudru, Vice President & Assistant General Counsel, JPMorgan Chase & Co. Simon Blyth, Associate, Linklaters LLP
1:00 PM	Luncheon
2:15 PM	Master Confirmation Workshop for Swaps and Options This workshop will examine key provisions under the 2007 European Master Equity Confirmation Agreement (EFS Annex and Options Annex): • Product characteristics • Frequently negotiated terms; required terms versus opt-in - Market practices in areas such as settlement cycles, application of Futures Price Valuation/Options Price Valuation - Final Price, Cancellation Amount, Optional Early Termination - Regional comparison US/Europe/AEJ/Japan, including reasons for variations Simon Hall, Vice President, Equity Derivative Documentation, Goldman Sachs International Edward Murray, Partner, Allen & Overy LLP
3:15 PM	Afternoon Break
3:30 PM	Master Confirmation Workshop for Swaps and Options (continued)
5:00 PM	Conference Concludes

Agenda is subject to change

ISDA has been approved by the Solicitors Regulation Authority of England and Wales as an authorised provider of Continuing Professional Development.

Please click here for the Conference Registration Form.

CONFERENCE VENUE: Le Meridien Piccadilly, 21 Piccadilly, London, W1J 0BH. Phone: +44 (20) 7734 8000.

To obtain more information, please contact the ISDA conference department at +1 212-901-6000 or
e-mail CONFERENCES@ISDA.ORG