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

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 Location:

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.

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