Understanding the ISDA Master Agreements

Including the Buy-side Perspective

Tuesday, May 19, 2020
Renaissance Hong Kong Harbour View Hotel
Hong Kong

Member US$650

Non-Member US$750

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Tuesday, May 19, 2020

Print Agenda Understanding the ISDA Master Agreements for

8:15 AM Registration and Morning Coffee

9:00 AM Introduction and Welcoming Remarks Monica Chiu

Monica Chiu, Senior Counsel, ISDA

9:15 AM The 2002 ISDA Master Agreement Monica Chiu, Francis Edwards

  • Section-by-section Analysis of the 2002 ISDA Master Agreement
  • Discussion of Key Differences between the 2002 ISDA Master Agreement and the 1992 ISDA Master Agreement
  • Measures of Damages and Close-out Methodologies
  • Events of Default and Termination Events
  • Set-off Provision
  • Interest Rate Provisions
  • Tax Provisions (including FATCA)
  • Close-out Amount Protocol
  • Netting Opinions
  • Illegality/Force Majeure Protocol

The speakers will also draw out lessons for buy-side users of the Master Agreement and firms dealing with them.

Monica Chiu, Senior Counsel, ISDA
Francis Edwards, Partner, Clifford Chance
Additional Speakers to be Announced.

10:45 AM Morning Break

11:00 AM The 2002 ISDA Master Agreement (continued)

12:30 PM Luncheon

1:30 PM Negotiating the Schedule to the 2002 ISDA Master Agreement Navin Desor, James Yao

This session will focus on key issues that firms typically negotiate in their Schedule to the 2002 Agreement. Frequently negotiated Schedule provisions will be discussed:

  • Automatic Early Termination
  • Specified Entities
  • Specified Transactions
  • Cross Default
  • Threshold Amounts
  • Additional Termination Events
  • Additional Representations
  • Specific Provisions for Investment Managers
  • Specific Provisions for Hedge Funds
Navin Desor, Regional Head of Legal, Global Markets, Asia Pacific, HSBC
James Yao, Of Counsel, Allen & Overy

3:15 PM Afternoon Break

3:30 PM Close-outs Under the ISDA Master Agreements

This session will cover the operation of the Close-out provisions of the ISDA Master Agreements (1992 and 2002 versions) from the point of view of what to look out for when deciding whether and/or when to Close-out, issues related to Close-out such as the giving of notices under the ISDA Master Agreements and practical considerations drawing upon market examples.

Speakers to be Announced.

4:15 PM ISDA Netting Opinions Linda Liu

In this session, the speakers will provide an introduction to the netting opinions that ISDA publishes in relation to the ISDA Master Agreement and consider the key issues that they address.

Linda Liu, Director, Legal Department, Barclays

5:00 PM Conference Concludes

Agenda is subject to change.

Register Now for Understanding the ISDA Master Agreements
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Renaissance Hong Kong Harbour View Hotel

1 Harbour Road, Wanchai, Hong Kong

Tel: +852 2802 8888

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Monica Chiu

Senior Counsel

ISDA

Navin Desor

Regional Head of Legal, Global Markets, Asia Pacific

HSBC

Francis Edwards

Partner

Clifford Chance

Linda Liu

Director, Legal Department

Barclays

James Yao

Of Counsel

Allen & Overy

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Registration fee is for one person to attend the entire event. Pass may not be split between multiple attendees.
Groups of three or more attendees from the same firm can receive a 20% discount on event registrations. Groups must be registered together, in advance of the event. To register your group, please email conferences@isda.org.

Member US$650

Non-Member US$750

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Introductory

Basic knowledge of derivatives documentation is beneficial but not mandatory. Some knowledge of financial markets is assumed.  No advance preparation is required.

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