Tue, Jan 30, 2018Event Details for The Impact of Markets in Financial Instruments Directive (MiFID) on US Firms and Markets Register Now for The Impact of Markets in Financial Instruments Directive (MiFID) on US Firms and Markets
7 CLE Credit Hours Available (New York)
Transitional and Nontransitional
7 CPE Credit Hours Available
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Wednesday, January 31, 2018
8:15 AM Registration and Continental Breakfast
8:40 AM Introduction and Welcoming Remarks Frederick O. Quenzer
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
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?
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?
Dan Vogel, Legal Counsel, Bloomberg L.P.
4:45 PM Conference Concludes
VenueBack 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.
SpeakersBack to Top
Frederick O. Quenzer
Clifford Chance US LLP
Cadwalader, Wickersham & Taft LLP
Jonathan J. Ching
White & Case LLP
Ilene K. Froom
Reed Smith LLP
Douglas J. Donahue
Course LevelBack to Top
Basic knowledge of derivatives documentation is beneficial but not mandatory. Some knowledge of financial markets is assumed. No advance preparation is required.
AccreditationBack to Top
ISDA is an accredited provider of continuing education credits by the following organizations:
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.
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
ContactBack to Top
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For more information regarding conferences or exhibition opportunities, please contact the ISDA conference department at +1 212-901-6000 email firstname.lastname@example.org.