ISDA Annual Legal Forum

Tuesday, October 4, 2022
ISDA Conference Center
New York

Member US$350.00

Non-Member US$400.00

Register for ISDA Annual Legal Forum
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Registration fee

  •  
  • Member
  • Non-Member
  • Early
  • US$300.00
  • US$350.00
  • Regular
  • US$350.00
  • US$400.00

 

Registration for this event will close 24 hours before the event.

Attending In-person:

  • Registration must be received 24 hours prior to the event. Attendance is by pre-registration only, NO walk-ins will be accepted.
  • All in-person attendees will be required to agree to a COVID-19 Safety Acknowledgement form at the time of registration. You can preview the form here.
  • By registering you must agree to adhere to ISDA guidelines for attendance outlined in the policies on the registration form, subject to change in accordance with local government guidance and mandates.

 

 

 

Contact: Rob Saunders
email: RSaunders@isda.org | telephone: +44 (0) 20 3808 9727

 

Educational Credits

4.5 CLE Credit Hours Available (New York)
Transitional and Non-Transitional

[0.5 CLE Credits Available in Diversity, Inclusion and Elimination of Bias]

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Tuesday, October 4, 2022

Print Agenda ISDA Annual Legal Forum for

9:00 AM Registration & Continental Breakfast

9:30 AM Opening Remarks Katherine Tew Darras

Katherine Tew Darras, General Counsel, ISDA

9:35 AM Keynote Remarks Kristin N. Johnson

Kristin N. Johnson, Commissioner, U.S. Commodity Futures Trading Commission

9:55 AM Developments in ESG Derivatives Bella Rozenberg, Janet C. Choi, Abigail S. Knauff, William F. McCoy, Deepak Sitlani

This panel will cover regulatory developments as they relate to environmental, social and governance (ESG) derivatives, including the recent consultations on climate risk. The session will also look at the development of contractual standards for environmental and ESG-related derivatives products, as well as how firms are incorporating climate risk issues into their risk management and investment agendas.

Moderator: Bella Rozenberg, Senior Counsel & Head of Regulatory and Legal Practice Group, ISDA
Janet C. Choi, Assistant General Counsel & Director, Head of Americas Global Markets Regulatory Legal, Bank of America
Abigail S. Knauff, Special Counsel, Office of the Chairman, U.S. Commodity Futures Trading Commission
William F. McCoy, Managing Director & Counsel, Morgan Stanley
Deepak Sitlani, Partner, Linklaters LLP

10:40 AM Fireside Chat Bella Rozenberg, Alicia L. Lewis

Hosted by: Bella Rozenberg, Senior Counsel & Head of Regulatory and Legal Practice Group, ISDA
Alicia L. Lewis, Special Counsel, Office of the Chairman, U.S. Commodity Futures Trading Commission

11:05 AM Networking Break

11:30 AM Transforming Legal Documents Heather Smith, Mary Ann Dickson, Ilene K. Froom, Lansing Gatrell, Jennifer Ibrahim, Ted Leveroni

The coronavirus crisis emphasized the value of automation and created a strong incentive for digitization of legal documents, online negotiation and electronic consumption of legal data. This panel will highlight the progress that has been made and look at potential future developments.

Moderator: Heather Smith, Senior Counsel, Commercial Product Development, ISDA
Mary Ann Dickson, Managing Director, Global Head of Agreements & Documentation, Bank of America
Ilene K. Froom, Partner, Katten Muchin Rosenman LLP
Lansing Gatrell, Managing Director, Network and Regulatory Solutions, S&P Global Market Intelligence
Jennifer Ibrahim, Director, Investment Operations Strategic Initiatives, BlackRock
Ted Leveroni, Global Head of Margin Services, BNY Mellon Markets

12:15 PM Contractual Standards for Crypto Derivatives Mark New, Joshua Ashley Klayman, Arianna Pretto-Sakmann, Elizabeth Schubert, Yvette Valdez

ISDA is working to develop contractual standards for OTC crypto derivatives that reflect the unique characteristics of this asset class. This panel will provide an overview of the market and explore how the novel features of crypto derivatives could be addressed in standard documentation.

Moderator: Mark New, Senior Counsel, Americas, ISDA
Joshua Ashley Klayman, U.S. Head of FinTech & Head of Blockchain and Digital Assets, Linklaters LLP
Arianna Pretto-Sakmann, Chief Legal Officer, Genesis Global Trading, Inc.
Elizabeth Schubert, Partner, Co-chair of Sidley’s OTC Derivatives Industry group and Member of Sidley’s Investment Funds practice group, Sidley Austin LLP
Yvette Valdez, Partner, Co-Chair of Digital Assets Practice, Latham & Watkins LLP

1:00 PM Lunch

2:00 PM Compliance and Enforcement Updates Nicolette Cone, James M. McDonald, Osman Nawaz, Michael J. Otten, Christine Ryall

This session will cover recent developments related to Commodity Futures Trading Commission, National Futures Association and Securities and Exchange Commission compliance and enforcement programs.

Moderator: Nicolette Cone, Associate General Counsel, ISDA
James M. McDonald, Partner, Sullivan & Cromwell LLP
Osman Nawaz, Chief, Complex Financial Instruments Unit, Division of Enforcement, U.S. Securities and Exchange Commission
Michael J. Otten, Senior Vice President, OTC Derivatives, National Futures Association
Christine Ryall, Chief Trial Attorney, Division of Enforcement, U.S. Commodity Futures Trading Commission

2:45 PM Diversity in Derivatives Markets Megan O’Flynn, Ruth Arnould, Ila Eckhoff, Emily O’Donohue, Christine Trent Parker

Diversity, equity and inclusion (DEI) is becoming a priority for many financial institutions for performance, risk and regulatory reasons, and is also an increasing focus for investors as part of environmental, social and governance strategies. This panel will examine the role diversity and inclusion plays in the derivatives market, and the tangible impact it can have on financial firms. It will also discuss challenges and best practices that firms should consider when developing a robust DEI program.

Moderator: Megan O’Flynn, Assistant General Counsel, ISDA
Ruth Arnould, Managing Director, Associate General Counsel, Bank of America
Ila Eckhoff, Managing Director – Industry, Counterparty and Provider Management, BlackRock
Emily O’Donohue, Director and Associate General Counsel, Derivatives, Ontario Teachers' Pension Plan
Christine Trent Parker, Vice President, Deputy General Counsel Regulatory (US) and Legal Operations, Coinbase

3:35 PM Conference Concludes

Agenda is subject to change.

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ISDA Conference Center, 10 East 53rd Street (entrance on 52nd and 53rd Street), 8th Floor, New York, NY 10022, Phone: +1 (212) 901-6000. Please find a map to the venue here.

Security at 10 East 53rd Street: Please bring photo ID and present to security upon arrival.

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Ruth Arnould

Managing Director, Associate General Counsel

Bank of America

BofAML

Janet C. Choi

Assistant General Counsel & Director, Head of Americas Global Markets Regulatory Legal

Bank of America

Nicolette Cone

Associate General Counsel

ISDA

ISDAConferences

Katherine Tew Darras

General Counsel

ISDA

ISDAConferences

Mary Ann Dickson

Managing Director, Global Head of Agreements & Documentation

Bank of America

Ila Eckhoff

Managing Director – Industry, Counterparty and Provider Management

BlackRock

Ilene K. Froom

Partner

Katten Muchin Rosenman LLP

KattenLaw

Lansing Gatrell

Managing Director, Network and Regulatory Solutions

S&P Global Market Intelligence

Jennifer Ibrahim

Director, Investment Operations Strategic Initiatives

BlackRock

Kristin N. Johnson

Commissioner

U.S. Commodity Futures Trading Commission

Joshua Ashley Klayman

U.S. Head of FinTech & Head of Blockchain and Digital Assets

Linklaters LLP

josh_blockchain

Abigail S. Knauff

Special Counsel, Office of the Chairman

U.S. Commodity Futures Trading Commission

Ted Leveroni

Global Head of Margin Services

BNY Mellon Markets

BNYMellon

Alicia L. Lewis

Special Counsel, Office of the Chairman

U.S. Commodity Futures Trading Commission

William F. McCoy

Managing Director & Counsel

Morgan Stanley

James M. McDonald

Partner

Sullivan & Cromwell LLP

Osman Nawaz

Chief, Complex Financial Instruments Unit, Division of Enforcement

U.S. Securities and Exchange Commission

Mark New

Senior Counsel, Americas

ISDA

ISDAConferences

Megan O’Flynn

Assistant General Counsel

ISDA

ISDAConferences

Michael J. Otten

Senior Vice President, OTC Derivatives

National Futures Association

Emily O’Donohue

Director and Associate General Counsel, Derivatives

Ontario Teachers' Pension Plan

Christine Trent Parker

Vice President, Deputy General Counsel Regulatory (US) and Legal Operations

Coinbase

Arianna Pretto-Sakmann

Chief Legal Officer

Genesis Global Trading, Inc.

Bella Rozenberg

Senior Counsel & Head of Regulatory and Legal Practice Group

ISDA

ISDAConferences

Christine Ryall

Chief Trial Attorney, Division of Enforcement

U.S. Commodity Futures Trading Commission

Elizabeth Schubert

Partner, Co-chair of Sidley’s OTC Derivatives Industry group and Member of Sidley’s Investment Funds practice group

Sidley Austin LLP

SidleyLaw

Deepak Sitlani

Partner

Linklaters LLP

LinklatersLLP

Heather Smith

Senior Counsel, Commercial Product Development

ISDA

ISDAConferences

Yvette Valdez

Partner, Co-Chair of Digital Assets Practice

Latham & Watkins LLP

lathamwatkins

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Intermediate

The course level is intermediate. Some knowledge of derivatives is assumed. No advance preparation is required.

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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

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