2021 ISDA North America Conference

Wednesday, October 27 to Friday, December 10, 2021
New York

Member US$150.00

Non-Member US$175.00

Register for 2021 ISDA North America Conference
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The ISDA Regional Events are back for 2021, giving derivatives and capital markets participants the opportunity to learn about global issues but with a local slant. The four events – focused on North America, Europe, Asia-Pacific and Japan – will bring delegates cutting-edge intelligence and analysis on key industry topics, as well as exclusive insights from leading regulators and senior market leaders in those regions.

 

This is a pre-recorded Virtual Conference

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Recording available until November 30, 2021

 

This is an ISDA Virtual Conference: 

  • This is a recording of the 2021 ISDA North America Conference which took place on Wednesday, October 27
  • Registrants will have access to the recording until 5:00 PM EDT on November 30, 2021
  • After submitting your registration you will receive a confirmation email with a link to view the documents and recording

 

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Wednesday, October 27, 2021

Print Agenda 2021 ISDA North America Conference for

9:15 AM Registration and Continental Breakfast

10:00 AM Opening Remarks Scott O’Malia

Scott O’Malia, Chief Executive Officer, ISDA

10:10 AM Keynote Address Congressman Josh Gottheimer

A senior legislator will set out the policy agenda for the rest of 2021 and into 2022.

Congressman Josh Gottheimer, U.S. House of Representatives

10:30 AM A New Regime Christopher Young, Samantha DeZur, Mark New, Joerg Riegel, Oda Wypior

Eleven years after the passage of the Dodd-Frank Act, the Securities and Exchange Commission’s security-based swap rules are about to come into force. What implications will this have for derivatives market participants, and how will the new regime interact with the Commodity Futures Trading Commission’s rules? How has the industry approached the systems and documentation changes necessary for compliance?

Moderator: Christopher Young, Head of U.S. Public Policy, ISDA
Samantha DeZur, Director, Global Public Policy Group, BlackRock
Mark New, Senior Counsel, Americas, ISDA
Joerg Riegel, Head of U.S. Regulatory Initiatives, Société Générale
Oda Wypior, Executive Director and Assistant General Counsel, JPMorgan

11:15 AM Networking Break

11:35 AM Connecting the Docs – A Digital Path Forward for Derivatives Documentation Katherine Tew Darras, Mary Ann Dickson, Douglas J. Donahue, Ilene K. Froom, Paul Puskuldjian, Wendy Yun

ISDA’s suite of documentation has been the industry’s bedrock for relationship formation, regulatory compliance, risk management and trade processing. As innovation in market infrastructures evolve, so has the ISDA legal framework that underpins it.

 

What’s next for automating the derivatives landscape? This session will focus on the ongoing initiatives to foster an industry move away from paper-based documentation and how these digitization efforts open new opportunities for increased efficiency throughout the trading lifecycle.

Moderator: Katherine Tew Darras, General Counsel, ISDA
Mary Ann Dickson, Managing Director, Global Head of Agreements & Documentation, BofA Securities
Douglas J. Donahue, Partner, Linklaters LLP
Ilene K. Froom, Partner, Reed Smith LLP
Paul Puskuldjian, Chief Operating Officer, Kinetix Trading Solutions, Inc.
Wendy Yun, Managing Director and Associate General Counsel, Goldman Sachs Asset Management

12:20 PM Interview J. Christopher Giancarlo

A guest speaker talks with ISDA CEO Scott O'Malia.

J. Christopher Giancarlo, Senior Counsel, Willkie Farr & Gallagher LLP

12:45 PM Lunch and Networking Break

1:30 PM Chairman Remarks Eric Litvack

Eric Litvack, ISDA Chairman, Group Director of Public Affairs, Société Générale

1:40 PM Keynote Address Nate Wuerffel

The keynote speaker will discuss priorities regarding the transition away from LIBOR.

Nate Wuerffel, Head of Domestic Markets, Markets Group, Federal Reserve Bank of New York

2:00 PM Approaching the Finishing Line Ann M. Battle, Jack Hattem, Thomas Pluta, Jerome Schneider, Sonali Theisen, Tom Wipf

While 30 LIBOR settings will either cease or become non-representative at the end of 2021, US dollar LIBOR will continue for a further 18 months – albeit with limits on new use. What will this mean for institutions with outstanding US dollar LIBOR exposures? Is the market ready to use alternative benchmarks?

Moderator: Ann M. Battle, Assistant General Counsel, Head of Benchmark Reform, ISDA
Jack Hattem, ISDA Board Member, Managing Director, Global Fixed Income, BlackRock
Thomas Pluta, Global Head of Linear Rates Trading, Co-Head of NA Rates Trading, J.P.Morgan
Jerome Schneider, Managing Director, Head of Short-Term Portfolio Management and Funding, PIMCO
Sonali Theisen, Managing Director - Head of FICC E-Trading & Market Structure, Bank of America
Tom Wipf, ISDA Board Member, Vice Chairman of Institutional Securities, Morgan Stanley & Chair, Alternative Reference Rates Committee

2:45 PM Networking Break

3:00 PM Improving Regulatory Reporting Tara Kruse, Sunil Challa, Kate Delp, Eleanor Hsu, Igor Kaplun, Oda Wypior

Regulatory reporting requirements have been hampered by a lack of consistency in standards and data fields. How are regulators in the US and elsewhere responding, and how can ISDA’s digital regulatory reporting initiative help?

Moderator: Tara Kruse, Global Head, Infrastructure, Data and Non-Cleared Margin, ISDA
Sunil Challa, Head of Strategic Impact Assessment, CIB COO, Barclays
Kate Delp, General Manager, The Depository Trust & Clearing Corporation (DTCC)
Eleanor Hsu, Director, Data and Reporting, ISDA
Igor Kaplun, Executive Director, Head of Regulatory Reporting Business Development, North America, IHS Markit
Oda Wypior, Executive Director and Assistant General Counsel, JPMorgan

3:45 PM Derivatives Policy Issues in Emerging Product Areas:  Carbon and Crypto Trading Steven Kennedy, Paul Balzano, C. Coy Garrison, Summer K. Mersinger, Christine T. Parker

Derivatives markets are emerging in two high-potential market segments:  sustainable finance and digital assets.  With these opportunities comes a number of questions for market participants:  can, and what will it take for, carbon and/or crypto trading to develop  into institutional asset classes; what is being traded now and by whom; how and by whom will crypto and carbon derivative transactions be regulated?

Moderator: Steven Kennedy, Global Head of Public Policy, ISDA
Paul Balzano, Senior Professional Staff, House Committee on Agriculture
C. Coy Garrison, Counsel, Office of Commissioner Hester M. Peirce, U.S. Securities & Exchange Commission
Summer K. Mersinger, Chief of Staff, Office of Commissioner Dawn Stump, U.S. Commodity Futures Trading Commission (CFTC)
Christine T. Parker, Partner, Reed Smith LLP

4:30 PM Conference Concludes

Agenda is subject to change.

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Paul Balzano

Senior Professional Staff

House Committee on Agriculture

Ann M. Battle

Assistant General Counsel, Head of Benchmark Reform

ISDA

ISDAConferences

Sunil Challa

Head of Strategic Impact Assessment, CIB COO

Barclays

Katherine Tew Darras

General Counsel

ISDA

ISDAConferences

Samantha DeZur

Director, Global Public Policy Group

BlackRock

Kate Delp

General Manager

The Depository Trust & Clearing Corporation (DTCC)

Mary Ann Dickson

Managing Director, Global Head of Agreements & Documentation

BofA Securities

Douglas J. Donahue

Partner

Linklaters LLP

LinklatersLLP

Ilene K. Froom

Partner

Reed Smith LLP

reedsmithllp

C. Coy Garrison

Counsel, Office of Commissioner Hester M. Peirce

U.S. Securities & Exchange Commission

J. Christopher Giancarlo

Senior Counsel

Willkie Farr & Gallagher LLP

Congressman Josh Gottheimer

U.S. House of Representatives

Jack Hattem

ISDA Board Member, Managing Director, Global Fixed Income

BlackRock

blackrock

Eleanor Hsu

Director, Data and Reporting

ISDA

ISDAConferences

Igor Kaplun

Executive Director, Head of Regulatory Reporting Business Development, North America

IHS Markit

Steven Kennedy

Global Head of Public Policy

ISDA

ISDAConferences

Tara Kruse

Global Head, Infrastructure, Data and Non-Cleared Margin

ISDA

ISDAConferences

Eric Litvack

ISDA Chairman, Group Director of Public Affairs

Société Générale

SocieteGenerale

Summer K. Mersinger

Chief of Staff, Office of Commissioner Dawn Stump

U.S. Commodity Futures Trading Commission (CFTC)

SummerMersinger

Mark New

Senior Counsel, Americas

ISDA

ISDAConferences

Scott O’Malia

Chief Executive Officer

ISDA

ISDAConferences

Christine T. Parker

Partner

Reed Smith LLP

reedsmithllp

Thomas Pluta

Global Head of Linear Rates Trading, Co-Head of NA Rates Trading

J.P.Morgan

Paul Puskuldjian

Chief Operating Officer

Kinetix Trading Solutions, Inc.

Joerg Riegel

Head of U.S. Regulatory Initiatives

Société Générale

Jerome Schneider

Managing Director, Head of Short-Term Portfolio Management and Funding

PIMCO

Sonali Theisen

Managing Director - Head of FICC E-Trading & Market Structure

Bank of America

BankofAmerica

Tom Wipf

ISDA Board Member, Vice Chairman of Institutional Securities

Morgan Stanley & Chair, Alternative Reference Rates Committee

MorganStanley

Nate Wuerffel

Head of Domestic Markets, Markets Group

Federal Reserve Bank of New York

NewYorkFed

Oda Wypior

Executive Director and Assistant General Counsel

JPMorgan

jpmorgan

Christopher Young

Head of U.S. Public Policy

ISDA

ISDAConferences

Wendy Yun

Managing Director and Associate General Counsel

Goldman Sachs Asset Management

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Intermediate

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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