Member Call Archive

ISDA Webinar on ISDA 2016 VM Protocol and Pension Funds — January 24, 2017

ISDA hosted a webinar on the upcoming variation margin rules and the ISDA 2016 Variation Margin Protocol as such relate to pension funds.

The recording can be accessed here.

The presentation can be downloaded here.


ISDA Market Education Call: Market call on Section 871(m) final regulations and protocol — September 21, 2016

ISDA hosted a market education call on September 21 to provide industry participants with more information regarding the final Section 871(m) regulations and the 2015 ISDA Section 871(m) Protocol.

The recording can be accessed here.

The presentation can be downloaded here.


ISDA Brexit Briefings

On June 29, the International Swaps and Derivatives Association held a webinar to discuss the potential implications of the UK’s vote to leave the European Union on the derivatives markets and broader financial industry. A recording of the call and the presentation, featuring ISDA executives and partners from law firm Linklaters, is available here.

On September 13, ISDA held a second webinar entitled “Brexit: Governing Law, Jurisdiction and Arbitration Clauses under the ISDA MA”. A recording of the call and materials from Linklaters are available to members here.


 

ISDA Market Education Call: Market call on Section 871(m) final regulations — October 9, 2015

ISDA hosted a market education call on October 9 provide industry participants with more information regarding the recently released Section 871(m) regulations

The recording can be accessed here.

The presentation can be downloaded here.


 

ISDA Members Call: Market Call: Product Identifiers – 17 Mar 2015,  9am HK/SIN time

Following on from our market call on transaction identifiers in February, another market call was held on 17 March, 9am HK/SIN time addressing ISDA’s work around product identifiers, the UPI and product taxonomies. 

The recording can be accessed here.

The presentation can be downloaded here.


ISDA Members Call: Market call on transaction identifiers — February 10, 2015

ISDA hosted a market education call on February 10 to run through the best practice approach to global unique trade identifiers (UTI)

The recording can be accessed here.

The presentation can be downloaded here.


ISDA Members Call: 2014 ISDA Credit Derivatives Definitions Protocol – market call on EM changes for Asia — August 20, 2014

ISDA hosted a market education call on August 20 to run through the changes and the impact on the 2014 ISDA Credit Derivatives Definitions Protocol and related documentation. This call addresses the changes for Reference Entities in the Asia regions.

2014 ISDA Credit Derivatives Definitions Protocol – Audio Recording 


ISDA Members Call: 2014 ISDA Credit Derivatives Definitions Protocol – market call on EM changes for EMEA/LatAm — August 19, 2014

ISDA hosted a market education call on August 19 to run through the changes and the impact on the 2014 ISDA Credit Derivatives Definitions Protocol and related documentation. This call addresses the changes for Reference Entities in Emerging EMEA and Latin America regions.

2014 ISDA Credit Derivatives Definitions Protocol – Audio Recording 


 2014 ISDA Credit Derivatives Definitions Protocol – Audio Recording ISDA Members Call: 2014 ISDA Credit Derivatives Definitions Protocol – market call— August 12, 2014

ISDA hosted a market education call on August 12 to run through the changes to the Protocol since the June 20 draft (and discussed on the June 26 call listed below).

2014 ISDA Credit Derivatives Definitions Protocol – Audio Recording


ISDA Members Call: 2014 ISDA Credit Derivatives Definitions Protocol – market call— June 26, 2014

ISDA hosted a market education call on June 26 to run through the draft Protocol, Matrix and CoCo Supplement relating to the launch of the 2014 ISDA Credit Derivatives Definitions.

2014 ISDA Credit Derivatives Definitions Protocol – Audio Recording


ISDA Members Webcast: EU Bank Recovery & Resolution Directive — May 27, 2014

ISDA hosted a market education webcast on May 27 to discuss the background to the recently adopted EU Bank Recovery and Resolution Directive (BRRD), to provide an overview of its key requirements and analyse its impact on derivative arrangements. Please contact Rose Millburn (rmillburn@isda.org) with any queries.

The recording can be accessed here.

The presentation can be downloaded here.


ISDA Members Webinar: 2014 Collateral Agreement Negative Interest Protocol—May 21, 2014

ISDA hosted a market education webinar on May 21 to go over the structure and content of the Protocol in more detail. Please click on the link below to access the replay for the 2014 Collateral Agreement Negative Interest Protocol Market Education Webinar.

2014 Collateral Agreement Negative Interest Protocol – Webcast Replay

2014 Collateral Agreement Negative Interest Protocol – Audio Recording

2014 Collateral Agreement Negative Interest Protocol – PDF File


ISDA Members Call: 2014 Collateral Agreement Negative Interest Protocol— May 7, 2014

ISDA hosted a market education call on May 7 to walk through the FAQs and final version of the Protocol.  Please click on the link below to access the recording for the 2014 Collateral Agreement Negative Interest Protocol Market Education Call.   

2014 Collateral Agreement Negative Interest Protocol- Audio Recording


ISDA Member call: Russia and Ukraine sanctions in the US – August 21, 2014

ISDA hosted a member call at a time suitable for Asian members on Thursday 21 August  to recap and summarise the potential impact of the introduction and/or extension of applicable sanctions or restrictions in the US in relation to individuals and entities in Russia and Ukraine to date. The call was not recorded. Please visit the Russia and Ukraine Related Sanctions Page on the Members’ Portal for more details.

ISDA Follow up Member call: Russia and Ukraine sanctions in the US and ISDA documentation – April 30, 2014

ISDA hosted a follow up member call following the recent imposition of sanctions against Russia and the Ukraine to discuss and exchange views on the implications for transactions documented under ISDA Master Agreements. The call was not recorded but a note has been published which summarises the issues that were discussed.

ISDA Member call: Russia and Ukraine sanctions in the EU and ISDA documentation – April 24, 2014

ISDA hosted a member call following the recent imposition of sanctions against Russia and the Ukraine to discuss and exchange views on the implications for transactions documented under ISDA Master Agreements. The call was not recorded but a note has been published which summarises the issues that were discussed.


ISDA Members Call: 2014 ISDA Credit Derivatives Definitions – Standard Reference Obligation Implementation Proposal — April 15, 2014

ISDA hosted a market education call on April 15 to walk through the Standard Reference Obligation Implementation proposal. The proposal which was prepared by a working group under ISDA’s Credit Steering Committee updates and supersedes the previous Standard Reference Obligation proposal document (dated May 16, 2012 and circulated to the ISDA Credit Derivatives Market Practice Committee on March 5, 2013).

Standard Reference Obligation Implementation Proposal – Audio Recording


Final list of Institutions who have signed up to the 2014 Multilateral Amendment Agreement for IDR Non-Deliverable FX and Currency Option Transactions, Non-Deliverable Swap Transactions and Certain Other Transactions

Download the Document


ISDA Members Call: Proposed changes to ISDA Credit Derivatives Definitions — November 19, 2013

ISDA hosted a market education call on November 19 to walk through the high level changes published by ISDA in July this year (available here), highlighting where those changes can be found in the pre-publication draft and any developments from the July publication. Please see related calls below, held May 23, March 20 and March 25 2013. The aim of the call was to assist members in their review of the pre-publication draft. Please click on the link below to access the recording of the call.

Proposed changes to 2003 ISDA Credit Derivatives Definitions – Audio Recording


Final List of Institutions who have signed up to the 2013 Multilateral Amendment Agreement for Certain Rate Swap and Other Transactions
Download the document


Final List of Institutions who have signed up to the 2013 Multilateral Amendment Agreement for Certain Asian Currency Non-Deliverable FX and Currency Option Transactions With Non-Deliverable Swap Transactions Supplement and Other Transactions Supplement Thereto
Download the document


Audio Webcast: ISDA hosted webcast on June 21, 2013 to provide an update on the ISDA Reporting Protocol.
Replay the Webcast
Download the Slides


ISDA Members Call: Proposed changes to 2003 ISDA Credit Derivatives Definitions — May 23, 2013

ISDA hosted a market education call on May 23 to review the proposal to amend the 2003 ISDA Credit Derivatives Definitions for CDS contracts on financial Reference Entities, including addressing bail ins. Please click on the links below to access the recording for the Proposed changes to 2003 ISDA Credit Derivatives Definitions Market Education Call.

Proposed changes to 2003 ISDA Credit Derivatives Definitions – Audio Recording
Financial CDS bail-in proposal


Market Education Webinar to discuss the pre-publication draft of the ISDA/FOA Client Clearing Addendum — April 30 and May 2

As the volume of client clearing increases across products and platforms, there was concern that it would not be a scalable solution for either clearing members or their clients to adopt different client clearing models and documentation across multiple Central Counterparties (CCPs). Therefore, the Addendum has been developed by a working group of ISDA and FOA members (including representatives from buy-side and sell-side institutions) in order to deliver a standardised form of client-facing documentation that can apply to cleared transactions at any CCP, whilst ensuring that client protections in relation to portability and margin segregation are preserved regardless of the underlying legal structures used by the CCPs to achieve them. ISDA will be holding two Webinars to further describe the document. The ISDA/FOA Client Cleared OTC Derivatives Addendum — Guidance Note describes the key features of the Addendum.

Replay the webinar for 30th April
Replay the webinar for 2nd May
Download the slides


ISDA Members Call: Proposed changes to 2003 ISDA Credit Derivatives Definitions — March 20, 2013 and March 25, 2013

On March 20 and March 25, 2013, ISDA hosted market education calls to review proposed changes to the 2003 ISDA Credit Derivatives Definitions. The first call covers the proposals on asset package settlement for Sovereign Reference Entities and changes to the Qualifying Guarantee definition, and the second call covers proposed changes to the Successor provisions and a proposal to establish standard reference obligations.

Please click on the links below to access the recordings for the Proposed changes to 2003 ISDA Credit Derivatives Definitions Market Education Calls.

Part 1 – Proposed changes to 2003 ISDA Credit Derivatives Definitions – Audio Recording
Part 2 – Proposed changes to 2003 ISDA Credit Derivatives Definitions – Audio Recording
Proposed amendments to the Credit Derivatives Definitions


Webinar: Non Financial Corporates’ requirements under EMIR — February 27

With EMIR Regulatory Technical Standards just weeks from being in force, non-financial companies using derivatives are facing a massive change in the conditions in which they can use derivatives to manage their commercial risks. These changes will range from new requirements to use clearing houses (for the largest non-financial users) to new operational requirements (for example on trade confirmations and portfolio reconcilitation) which will affect all non-financial end users, in some cases in effect from the second half of March 2013.

In light of this, ISDA has organized this webinar to inform non-financial companies of the impact on them. Companies are invited to join to help them understand how these requirements affect them, whatever the nature and scale of their activity in OTC derivatives. We will also look at changes to industry documentation affecting non-financial counterparties and their counterparties.

Speakers include: Stephen O’Connor, Managing Director, Morgan Stanley and Chairman of ISDA George Handjinicolaou, Deputy CEO and Head of Europe, ISDA Chris Bates, Partner, Clifford Chance Jonathan Hill, Regulatory Policy Analyst, BP International Limited Martin O’Donovan, Deputy Policy & Technical Director, Association of Corporate Treasurers David Geen, General Counsel, ISDA

Replay the webinar
Download the slides


Dodd-Frank Implementation Webinar: An Overview of ISDA Requests and CFTC Actions — January 25, 2013

During the last months of 2012, ISDA submitted a number of specific requests for relief related to final regulatory requirements under Title VII of the Dodd-Frank Act. The CFTC responded to these requests and granted explicit relief in no-action letters and an interim final rule. During this webinar, we review the implementation challenges addressed in ISDA’s requests and discuss the relief granted by the CFTC.

Speakers include: Mary Johannes, Senior Director and Head of US Public Policy, ISDA Joshua Cohn, Partner, Mayer Brown Curtis Doty, Counsel, Mayer Brown

An Overview of ISDA Requests and CFTC Actions – download slides
Replay audio and slides


Your EMIR Obligations: an ISDA Member Call — January 10, 2013

With Regulatory Technical Standards now being finalised, firms can expect to go live from March 2013 on key requirements under the EU legislation for clearing, trade reporting and the treatment of bilateral transactions (EMIR). In light of this, ISDA organised a web-only event to inform members of the impact of EMIR. This webinar addresses how the requirements affect you, whatever the size and nature of your activity in OTC derivatives. There are sections on the instruments and entities in scope; the varying treatment of ‘financial’ and ‘non-financial’ entities (and sovereigns too); and the crucial issue of territorial scope. Also discussed are ISDA’s plans to update documentation to reflect the new regulatory landscape.

Speakers include:

Stephen O’Connor, Chairman, ISDA; Managing Director, Morgan Stanley
George Handjinicolaou, Deputy CEO and Head of Europe, ISDA
Ed Allen, Director, Client Clearing, Deutsche Bank
Chris Bates, Partner, Clifford Chance
David Geen, General Counsel, ISDA
Roger Cogan, Senior Director of European Policy, ISDA

Your EMIR Obligations — replay of webinar (slides and audio)


SIFMA/ISDA/FIA Member Call: CFTC No-Action Letters, FAQs, and Q&As – October 25 2012

As the compliance date for a number of the CFTC’s Title VII rulemakings approached on October 12, the Commission released a flurry of No-Action Letters, FAQs and Q&As in an effort to provide much needed relief to market participants. These releases covered a number of rulemaking categories, including guidance on issues relating to which swaps to include in swap dealer and MSP de minimis threshold calculations, cross-border scope, securitizations, FX forwards and swaps, and Commodity Pool and ECP concerns. SIFMA, ISDA and FIA held a Joint Member Call to discuss what relief was provided, whether it goes far enough, and what more can be expected. The Associations, in coordination with counsel from Davis Polk and Mayer Brown, covered: (1) Overview of the CFTC’s Rulemaking & NAL, FAQ, Q&A Process; (2) Cross Border, Registration and Definitional Related Relief; (3) Swap Data Reporting Guidance; (4) FX Forwards and Swaps; (5) Buy-Side Concerns; (6) Clearing; (7) Securitizations.

SIFMA/ISDA/FIA Member Call: – Audio Recording


ISDA/Markit Collaboration on Dodd-Frank Protocol and Relevance to Asia, July 25, 2012

On July 25, ISDA held a webinar on the Dodd-Frank Protocol (the “Protocol”) and its relevance to Asian institutions. The presentation covers the structure of the Protocol, implementation, timing and the process for ISDA member participation, and explain which parts of the Protocol will be relevant to Asian institutions in light of the CFTC’s Proposed Interpretive Guidance on Cross-Border Application of the Swaps Provisions of the Dodd-Frank Act released on June 29.

Please click on the links below to access the recording and presentation materials.

ISDA/Markit Collaboration on Dodd-Frank Protocol and Relevance to Asia – Audio Recording

ISDA/Markit Collaboration on Dodd-Frank Protocol and Relevance to Asia – Presentation

ISDA/Markit Collaboration on Dodd-Frank Protocol and Relevance to Asia – Presentation 2


ISDA Members Call: ISDA D/F Documentation Initiative: Document Review – Part 2, May 24, 2012

On May 24, ISDA held a second market education conference call to complete the initial review of the ISDA DF Documentation Initiative drafts. This call covers the DF Protocol Agreement and DF Questionnaire. The ISDA D/F Documentation Initiative is a core element in ISDA’s broader mission and strategy to assist the industry in implementing and complying with regulatory requirements.

Please click on the links below to access the recording and presentation materials for the ISDA D/F Documentation Initiative Market Education Call.

ISDA D/F Documentation Initiative Draft Document Review Call – Audio Recording

ISDA D/F Documentation Initiative Draft Document Review Call – Draft documents

 

 


ISDA Members Call: ISDA D/F Documentation Initiative: Document Review – Part 1, May 22, 2012

On May 22, ISDA held a call on the ISDA D/F Documentation Initiative: Document Review. This call covers the protocol architecture structure and the DF Supplement, which is the document that sets forth certain standardized representations and covenants relating to Dodd-Frank. The ISDA D/F Documentation Initiative is a core element in ISDA’s broader mission and strategy to assist the industry in implementing and complying with regulatory requirements.

Please click on the links below to access the recording and presentation materials for the ISDA D/F Documentation Initiative Market Education Call.

ISDA D/F Documentation Initiative Draft Document Review Call – Audio Recording

ISDA D/F Documentation Initiative Draft Document Review Call – Draft documents

 

 


AFME/ICMA/ ISDA Joint Briefing Member Call: MiFID II and MiFIR, April 25, 2012

On April 25, AFME, ICMA and ISDA held a call on the proposals for the revision of the Markets In Financial Instruments Directive MiFID (MiFID II) and the accompanying EU Regulation (MiFIR) and their current status.

The call featured brief presentations on specific aspects of the current MIFID and MiFIR proposals from: Christian Krohn, AFME; John Serocold, ICMA and Adam Jacobs, ISDA.

Please click on the link below to access the recording for the MiFID II and MiFIR call.

AFME/ICMA/ ISDA Joint Briefing Member Call – Audio Recording

 


ISDA Member Call: ISDA D/F Documentation Initiative – Market Education, March 22, 2012

On March 22, ISDA held a call on the ISDA D/F Documentation Initiative. The ISDA D/F Documentation Initiative is a core element in ISDA’s broader mission and strategy to assist the industry in implementing and complying with regulatory requirements. The call discusses the objectives and goals of the project, project structure, implementation, timing and the process for ISDA member participation.

Please click on the links below to access the recording and presentation materials for the ISDA D/F Documentation Initiative Market Education Call.

ISDA D/F Documentation Initiative Market Education Call – Webcast (Replay Available Until: 4/12/2012) ISDA D/F Documentation Initiative Market Education Call – Audio Recording ISDA D/F Documentation Initiative Market Education Call – Presentation (PDF)

 


ISDA Member Call: US Municipal CDS Terms – Market Education, March 5, 2012

ISDA published the 2012 ISDA U.S. Municipal Reference Entity Supplement to the 2003 ISDA Credit Derivatives Definitions (the “Supplement”) and the 2012 ISDA U.S. Municipal Reference Entity CDS Protocol (the “Protocol”) on March 5, 2012. The Protocol will be open for adherence from March 5 until April 2, 2012 and the implementation date for the Protocol will be April 3, 2012.

On March 5, ISDA held a market education call on the updates to US Municipal CDS Terms effected by the Supplement and the Protocol, which can be streamed by clicking below. Also available is the accompanying presentation.

ISDA MUNI CDS Market Education Call – Webcast ISDA MUNI CDS Market Education Call – Audio Recording ISDA MUNI CDS Market Education Call – Presentation (PDF)

 


Member Webcast: Eurozone Contingency Discussion – recording and presentation materials

Click on the link below to access the recording and presentation materials using the e-mail address you registered for the webcast with. If you did not previously register for the webcast but would like to listen to the recording, please contact rmillburn@isda.org.

Link to recording and presentation

 


ISDA Member Call: MiFID and OTC derivatives markets – A buy-side perspective Tuesday, December 6, 2011, 16:00 GMT / 11:00 ET

The European Commission published legislative proposals on October 20, as part of its review of the existing European Markets in Financial Instruments Directive (MiFID). The draft legislation include rules on trading platforms, transparency and investor protection. In light of the proposals, ISDA organized a web-only call for members to discuss the likely impact on OTC derivatives markets from the point of view of buy-side market participants. Please watch the webinar to find out what the proposals say, what ISDA is doing and how you can get involved.

Scheduled speakers include: Stephen O’Connor, Chairman, ISDA; Managing Director, Morgan Stanley George Handjinicolaou, Deputy CEO and Head of Europe, ISDA Nick Cox, COO Global Trading Management, BlackRock Benoît Gourisse, Director of European Policy, ISDA Adam Jacobs, Assistant Director, European Regulatory Team, ISDA Roger Cogan, Senior Director of European Policy, ISDA Richard Metcalfe, Global Head of Policy, ISDA

To access the archived event please click here.

Requirements: Flash Player version 8 or greater Broadband Internet Connection Soundcard and speakers or headphones

Please contact MemberCall@isda.org with questions about this event.

 


ISDA Member Call: FATCA Market Education, November 21, 2011

The Foreign Account Tax Compliance Act (FATCA) requires foreign financial institutions (FFIs) that opt in to report information to the IRS regarding their US account holders. The act intends to assist the IRS in enforcing US taxpayer compliance and to potentially withhold 30% US tax on payments made to account holders or other FFIs. Any entity which makes a payment of US source income (or items considered US source for FATCA purposes) must consider whether the payment is subject to FATCA withholding. On November 21, ISDA held a market education call on FATCA, which can be streamed by clicking below. Also available is the accompanying presentation.

ISDA FATCA Market Education Call – Audio Recording ISDA FATCA Market Education Call  – Presentation (PDF)

 


ISDA Member Call: MiFID Review, Wednesday October 26, 2011

The EC published legislative proposals relating to the review of the Markets in Financial Instruments Directive (MiFID) in late October. ISDA held a Members Call on October 26 to provide an initial analysis of the key proposals impacting OTC derivatives markets and to seek feedback from members.
Playback the call via the Internet 3. Click “Submit”. The playback will begin. The call begins at 8:05 into the playback.

Supplementary materials from the call:

  • A brief note providing an initial analysis of the most significant elements of the MiFID proposals from the point of view of OTC derivatives;
  • A one side view of the proposed regulatory landscape for execution venues;
  • A flow diagram illustrating what must be considered in order to determine whether the trading obligation applies.

For further information, contact Adam Jacobs, ajacobs@isda.org

 


ISDA Member Call: Update on EU Regulatory Reform, June 28, 2011 The members-only call covered the status of the Parliament and Council versions of EMIR – the draft EU Regulation on infrastructures (CCPs and repositories); EU Plans for legislation/updates in other key areas, including trading platforms (under the MiFID Review); and comparison with key aspects of the Dodd-Frank Act. Participants on the call included:

  • Stephen O’Connor, ISDA Chairman and Managing Director, Morgan Stanley;
  • Gay Huey Evans, Non-Executive Chairman of Europe, ISDA;
  • Richard Metcalfe, Head of Global Policy;
  • Roger Cogan, Senior European Policy Director, responsible for ISDA’s work on EMIR.

To listen to the call, click here: http://isda.mediasite.com/mediasite/Viewer/?peid=e865a87f04fb4e94a523a1137e94e4931d

To download the slide presentation, click here: http://assets.isda.org/media/727ccf10/3a471e81-pdf/

 


ISDA Member Call: Update on US Regulatory Reform On May 10, ISDA held a call on Dodd-Frank and US regulatory developments, with more than 1,200 members dialing in. The call discusses the status of pending rulemaking under the Dodd-Frank Act, implementation of DFA rules and issues to consider as the July effective date approaches. This archive of this call is open to ISDA members only.
To listen to the call, click here (streaming audio)
To open the accompanying slide presentation, click here (PDF)
Featured speakers: Stephen O’Connor, ISDA Chairman and Managing Director, Morgan Stanley; Conrad Voldstad, ISDA CEO; Robert Pickel, ISDA Executive Vice Chairman; Mary Johannes, ISDA Senior Director and Head of US Public Policy.
Agenda:
• Implementation of Rules
• Current Status of Rulemaking
• ISDA Process and Comments
• Legislative Developments
• Planning for Effectiveness of DFA Provisions
• Regulatory and Global Coordination
• Questions and Answers

Documents (0)