Understanding the ISDA Master Agreements

Including an Overview of the Regulatory Changes to ISDA Documentation

Wednesday, January 31, 2018
New York

Member $850 U.S.

Non-Member $975 U.S.

Register for Understanding the ISDA Master Agreements

Jump to Section:

Wednesday, January 31, 2018

8:15 AM Registration and Continental Breakfast

8:40 AM Introduction and Welcoming Remarks Frederick O. Quenzer

Frederick O. Quenzer, Counsel, ISDA

9:00 AM The 2002 ISDA Master Agreement Jeannette Boot, David Felsenthal, Ray Shirazi

  • 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
  • Counterparty default management
  • Set-Off provision
  • Interest Rate provisions
  • Close-Out Amount Protocol
Jeannette Boot, Partner, WilmerHale
David Felsenthal, Partner, Clifford Chance US LLP
Ray Shirazi, Partner, Cadwalader, Wickersham & Taft LLP

10:15 AM Morning Break

10:45 AM The 2002 ISDA Master Agreement (continued)

12:15 PM Luncheon

1:15 PM Negotiating the Schedule to the 2002 ISDA Master Agreement Jonathan J. Ching, Ian Cuillerier, Ilene K. Froom

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:

  • Elections (e.g., Governing Law, Termination Currency)
  • Automatic Early Termination
  • Specified Entities
  • Credit Support Documents and Credit Support Providers
  • Expansions and contractions of defined terms (e.g., Specified Transactions)
  • Cross Default and Threshold Amounts
  • Additional Termination Events
  • What are some examples and why do parties include these?
Jonathan J. Ching, Counsel, Linklaters LLP
Ian Cuillerier, Partner, White & Case LLP
Ilene K. Froom, Partner, Reed Smith LLP

3:00 PM Afternoon Break

3:15 PM Regulatory Changes and Impact on ISDA Documentation Douglas J. Donahue, Dan Vogel

  • How do Dodd-Frank, EMIR and forthcoming margin rules impact derivatives documentation?
  • How does ISDA Amend facilitate provision of regulatory information?
Douglas J. Donahue, Partner, Linklaters LLP
Dan Vogel, Legal Counsel, Bloomberg L.P.

4:45 PM Conference Concludes

Register Now for Understanding the ISDA Master Agreements
Back to Top

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.

Back to Top

Frederick O. Quenzer

Counsel

ISDA

Jeannette Boot

Partner

WilmerHale

David Felsenthal

Partner

Clifford Chance US LLP

Ray Shirazi

Partner

Cadwalader, Wickersham & Taft LLP

Jonathan J. Ching

Counsel

Linklaters LLP

Ian Cuillerier

Partner

White & Case LLP

Ilene K. Froom

Partner

Reed Smith LLP

Douglas J. Donahue

Partner

Linklaters LLP

Dan Vogel

Legal Counsel

Bloomberg L.P.

Back to Top

Introductory

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

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

Don’t see the topic or location you are looking for? Let us know, we may add it to our schedule in the future.

For more information regarding conferences or exhibition opportunities, please contact the ISDA conference department at +1 212-901-6000 email conferences@isda.org.