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Understanding the ISDA Master Agreements

Including an Overview of the Regulatory Changes to ISDA Documentation

Wednesday, January 29, 2020
ISDA Conference Center
New York

Member US$850.00

Non-Member US$975.00

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Educational Credits

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

7 CPE Credit Hours Available

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Agenda Venue Speakers Related Pricing Course Level Accreditation Contact

Agenda

Wednesday, January 29, 2020

Print Agenda Understanding the ISDA Master Agreements for

8:15 AM Registration and Continental Breakfast

8:45 AM Introduction and Welcoming Remarks Megan O’Flynn

Megan O’Flynn, Assistant General Counsel, ISDA

9:00 AM The 2002 ISDA Master Agreement David Felsenthal, Megan O’Flynn, 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
Megan O’Flynn, Assistant General Counsel, ISDA
Ray Shirazi, Partner, Cadwalader, Wickersham & Taft LLP

10:30 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, 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, Partner, Linklaters LLP
Ilene K. Froom, Partner, Reed Smith LLP

3:00 PM Afternoon Break

3:15 PM Recent and Upcoming Changes to ISDA Documentation Kyara Mathias, Dan Vogel

This session will cover the following:

  • Impact of Regulation
    • Dodd-Frank
    • EMIR
    • Brexit
    • Interest Rate Reform
  • Impact of Technology
    • ISDA Amend
    • ISDA Create
Kyara Mathias, Managing Associate, Linklaters LLP
Dan Vogel, Head of Financial Regulation, Legal, Bloomberg L.P.

4:45 PM Conference Concludes

Agenda is subject to change.

Venue

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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.

ISDA has a special rate available at the Omni Berkshire Place, 21 East 52nd Street, New York, NY 10022, +1 212-753-5800, located on the same block as the ISDA Conference Center. For reservations online click here OR call the Reservation Center at +1 800-843-6664 and mention the International Swaps and Derivatives Association, Inc. (ISDA) special rate. ISDA’s special rate is based on availability at the time of booking.

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Jonathan J. Ching

Partner

Linklaters LLP

David Felsenthal

Partner

Clifford Chance US LLP

CC_Americas

Ilene K. Froom

Partner

Reed Smith LLP

reedsmithllp

Kyara Mathias

Managing Associate

Linklaters LLP

Megan O’Flynn

Assistant General Counsel

ISDA

ISDAConferences

Ray Shirazi

Partner

Cadwalader, Wickersham & Taft LLP

Dan Vogel

Head of Financial Regulation, Legal

Bloomberg L.P.

Pricing

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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 prior to the event.

Receive a special discount of 20% for one person to attend all 3 Back to Basics courses – the Fundamentals of Derivatives, Understanding the ISDA Master Agreements and Understanding Variation Margin and the ISDA CSA for VM courses taking place on January 28, 29 & 30 in NY. To receive this discount, email conferences@isda.org prior to registration. [Registrant must attend all 3 courses. Discount will be void if one or more of the registrations are cancelled]

Government Agencies and Financial Hardship Policy

Member US$850.00

Non-Member US$975.00

Course Level

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Introductory

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

Accreditation

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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

Contact

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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