ISDA Annual Legal Forum

Monday, January 28, 2019
London

Member $450 U.S.

Non-Member $550 U.S.

Register for ISDA Annual Legal Forum

The ISDA Annual Legal Forum is the premier event for derivatives lawyers globally. Featuring sessions on benchmark reform, Brexit, implementation of margin requirements and the push to digital documentation and smart contracts, the Annual Legal Forum includes the latest intelligence and detailed analysis on the most important legal and regulatory issues affecting markets today.

Sponsorship and Exhibition packages will be available for this event. Please contact Rob Saunders at RSaunders@isda.org / +44 (0) 20 3808 9727 for details.

- REGISTRATION FEE -

 

Member                                Member              Non-Member

Early (ends Dec. 14)          $350 U.S.             $450 U.S.

Regular                                  $450 U.S.            $550 U.S.

Educational Credits

4.75 CPD Credit Hours Available (England and Wales)

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

Jump to Section:

Back to Top

Monday, January 28, 2019

Download Agenda ISDA Annual Legal Forum for

9:45 AM Registration and Continental Breakfast

10:30 AM Introduction and Welcoming Remarks Katherine Tew Darras

Katherine Tew Darras, General Counsel, ISDA

10:40 AM Keynote Address Edwin Schooling Latter

Edwin Schooling Latter, Director, Markets and Wholesale Policy, Financial Conduct Authority

11:00 AM The Route to Benchmark Reform Moderator: Rick Sandilands, Frances Hinden, Carlos Molinas, Heather Pilley, Deepak Sitlani

The move to adopt risk-free rates as an alternative to LIBOR and other interbank offered rates (IBORs) is gathering pace, but a huge amount of work still needs to be completed to ensure a successful transition. The end-2021 deadline set by the UK Financial Conduct Authority, and the end of the EU Benchmarks Regulation transition period on December 31, 2019, means time is of the essence. This panel will cover the issues lawyers need to know, including:

  • Progress on adoption of the alternative risk-free rates
  • ISDA’s work on enhancing the robustness of contractual fallbacks for key IBORs
  • The ISDA Benchmarks Supplement and how it fits with ISDA’s fallback initiative
Moderator: Rick Sandilands, Senior Counsel, Europe, ISDA
Frances Hinden, Vice President, Treasury Operations, Shell International Ltd
Carlos Molinas, Global Head of Business Compliance, Crédit Agricole CIB
Heather Pilley, Benchmarks Policy, Financial Conduct Authority
Deepak Sitlani, Partner, Linklaters LLP

11:45 AM Keynote Address John Glen MP

John Glen MP, Economic Secretary to the Treasury and City Minister, House of Commons

12:05 PM Dealing with the Initial Margin Big Bang Moderator: Katherine Tew Darras, Douglas J. Donahue, Emma Patient, Tamsin Rolls

The phase-five implementation of initial margin (IM) requirements in September 2020 will capture more than 1,000 smaller firms, which will be required to negotiate and execute new documentation, establish third-party custodial arrangements, and implement new margin calculation systems. What needs to be done, and by when? How can technology help?

  • Checklist for phase five IM implementation
  • Development of phase-four and phase-five IM documentation
  • Launch of ISDA Create – IM
Moderator: Katherine Tew Darras, General Counsel, ISDA
Douglas J. Donahue, Partner, Linklaters LLP
Emma Patient, Senior Legal Counsel, HSBC Bank plc
Tamsin Rolls, Executive Director and Assistant General Counsel, J.P. Morgan

12:50 PM Lunch

2:05 PM Building the Future of Derivatives Documentation Moderator: Ciarán McGonagle, Keith Blizzard, Akber Datoo, Judith Lawless, Declan McKeever, Charles Post

A number of initiatives are under way to review ISDA’s documentation architecture, heavily influenced by the desire to use technology. This panel will examine some of those initiatives, involving ISDA’s Clause Library, ISDA Create, the ISDA Common Domain Model and the Interest Rate Derivatives Definitions.

Moderator: Ciarán McGonagle, Assistant General Counsel, ISDA
Keith Blizzard, Director and Subject Matter Expert, Axiom Law
Akber Datoo, Partner, D2 Legal Technology LLP
Judith Lawless, Partner, McCann Fitzgerald
Declan McKeever, Executive Director & Assistant General Counsel, J.P. Morgan
Charles Post, Managing Counsel & Director, Head of Legal Data Management & Advisory, BNY Mellon

2:55 PM ISDA Interest Rate Derivatives Definitions Moderator: Graham Bryant, Lucinda Clayton, Maria Lada, Deepak Sitlani

ISDA is undertaking a once-in-a-decade update to its interest rate and cross-currency transaction definitional booklet (the 2006 ISDA Definitions). This session will analyze the issues that have been identified and consider how to address them.

Moderator: Graham Bryant, Counsel, ISDA
Lucinda Clayton, Head of Derivatives Advisory, NatWest Markets
Maria Lada, Executive Director, Legal, Morgan Stanley
Deepak Sitlani, Partner, Linklaters LLP

3:35 PM Networking Break

4:15 PM Brexit: The ISDA Master Agreement – English, French or Irish? Moderator: Annabel Akintomide, Mark Brown, Alban Caillemer du Ferrage, Judith Lawless

Some EU participants may opt for additional EU governing law options to retain certain direct benefits of EU legislation after Brexit. In response, ISDA has launched French and Irish law versions of the ISDA Master Agreement. What are the implications, and what do people need to know about the new agreements?

Moderator: Annabel Akintomide, Lawyer, ISDA
Mark Brown, Partner, Linklaters LLP
Alban Caillemer du Ferrage, Partner, Jones Day
Judith Lawless, Partner, McCann Fitzgerald

4:50 PM Brexit: The UK’s Relationship with the EU 27 and Beyond Moderator: Peter Werner, Chris Bates, Jennifer Marshall, Helena Raulus

The UK’s withdrawal from the EU throws up a number of important questions for derivatives markets. What will Brexit mean for derivatives contracts between UK and EU entities, especially in terms of existing dispute forum clauses? What will the future look like for the mutual recognition and enforcement of judgments between the UK and EU 27? How will the recognition of insolvency proceedings work? What will the UK’s ‘on-shoring’ of EU legislation look like?

Moderator: Peter Werner, Senior Counsel, ISDA
Chris Bates, Partner, Clifford Chance LLP
Jennifer Marshall, Partner, Allen & Overy LLP
Helena Raulus, Head of the Brussels Office, The UK Law Societies

5:30 PM Conference Concludes

Agenda is subject to change.

Register Now for ISDA Annual Legal Forum
Back to Top

Allen & Overy LLP, Auditorium, One Bishops Square, London, E1 6AD. Phone +44 (0) 203 808 9700. A map to the venue can be found here. You will be required to provide photo identification in order to enter the venue. Please ensure you present this at the ground floor reception or you may be refused entry.

Back to Top

Annabel Akintomide

Lawyer

ISDA

Chris Bates

Partner

Clifford Chance LLP

Keith Blizzard

Director and Subject Matter Expert

Axiom Law

Mark Brown

Partner

Linklaters LLP

Graham Bryant

Counsel

ISDA

Alban Caillemer du Ferrage

Partner

Jones Day

Lucinda Clayton

Head of Derivatives Advisory

NatWest Markets

Katherine Tew Darras

General Counsel

ISDA

Akber Datoo

Partner

D2 Legal Technology LLP

Douglas J. Donahue

Partner

Linklaters LLP

John Glen MP

Economic Secretary to the Treasury and City Minister

House of Commons

Frances Hinden

Vice President, Treasury Operations

Shell International Ltd

Maria Lada

Executive Director, Legal

Morgan Stanley

Judith Lawless

Partner

McCann Fitzgerald

Jennifer Marshall

Partner

Allen & Overy LLP

Ciarán McGonagle

Assistant General Counsel

ISDA

Declan McKeever

Executive Director & Assistant General Counsel

J.P. Morgan

Carlos Molinas

Global Head of Business Compliance

Crédit Agricole CIB

Emma Patient

Senior Legal Counsel

HSBC Bank plc

Heather Pilley

Benchmarks Policy

Financial Conduct Authority

Charles Post

Managing Counsel & Director, Head of Legal Data Management & Advisory

BNY Mellon

Helena Raulus

Head of the Brussels Office

The UK Law Societies

Tamsin Rolls

Executive Director and Assistant General Counsel

J.P. Morgan

Rick Sandilands

Senior Counsel, Europe

ISDA

Edwin Schooling Latter

Director, Markets and Wholesale Policy

Financial Conduct Authority

Deepak Sitlani

Partner

Linklaters LLP

Peter Werner

Senior Counsel

ISDA

Back to Top

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. To register your group, please email conferences@isda.org.

Early registration ends on Friday, December 14th. Regular registration rates are $450 U.S. Member | $550 U.S. Non-Member

Member $450 U.S.

Non-Member $550 U.S.

Back to Top

Intermediate

Back to Top

ISDA is an accredited provider of continuing education credits by the following organizations:

  • CLE

    ISDA has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the state of New York.

  • CPE Sponsory

    ISDA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors: 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Back to Top

Follow us on Twitter @isdaconferences for the latest on upcoming events. For general questions, including exhibition/sponsorship opportunities, conference topics or location suggestions contact us: conferences@isda.org | +1 212-901-6000