Introduction To Equity Derivatives

Friday, October 8 to Saturday, November 6, 2021
Online

Member US$275.00

Non-Member US$325.00

Register for Introduction To Equity Derivatives

This is a pre-recorded Virtual Conference

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Recording available until November 6, 2021

 

This is an ISDA Virtual Conference:

  • This is a recording of the Introduction to Equity Derivatives virtual conference which took place on October 6, 2021
  • Registrants will have access to the recording until 5:00 PM EDT on November 6, 2021
  • After submitting your registration you will receive a confirmation email with a link to view the documents and recording

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Friday, October 8, 2021

Print Agenda Introduction To Equity Derivatives for

9:00 AM Introduction and Welcoming Remarks Monica Chiu

Monica Chiu, Senior Counsel, Asia Pacific, ISDA

9:05 AM Equity Derivatives Products Ilene K. Froom, Roland Gerber, Michelangelo de Marzio

  • Equity derivatives products over a variety of underlying assets: single share, single index, basket of shares, basket of indices
  • Equity swaps: total return and price return swaps
  • Options: call options, put options, valuation and payoffs, equity collars
Ilene K. Froom, Partner, Reed Smith LLP
Roland Gerber, Director, Assistant General Counsel, Bank of America
Michelangelo de Marzio, Assistant Director, Market Infrastructure and Technology, ISDA

9:45 AM Break

9:50 AM Equity Derivatives Products (Continued) Karl Fey, Ilene K. Froom, Roland Gerber, Michelangelo de Marzio

  • Options: call spreads, put/calls combos
  • Knock-out and knock-in transactions
  • Equity forwards including pre-paid variable forwards
  • Accumulators and Autocallables
  • Volatility and variance swaps
Karl Fey, COO and Managing Analyst , Harry Jho LLC
Ilene K. Froom, Partner, Reed Smith LLP
Roland Gerber, Director, Assistant General Counsel, Bank of America
Michelangelo de Marzio, Assistant Director, Market Infrastructure and Technology, ISDA

10:30 AM Break

10:35 AM Introduction to ISDA Equity Documentation Monica Chiu, Karl Fey, Ilene K. Froom, Roland Gerber

  • ISDA equity derivatives documentation and master confirmation agreements
  • Valuation and Market disruption events
  • Share and index adjustment events, including corporate actions and additional disruption events
  • FX provisions in equity derivatives trades
  • Digitalizing ISDA equity documentation
Monica Chiu, Senior Counsel, Asia Pacific, ISDA
Karl Fey, COO and Managing Analyst , Harry Jho LLC
Ilene K. Froom, Partner, Reed Smith LLP
Roland Gerber, Director, Assistant General Counsel, Bank of America

11:40 AM Conference Concludes

Register Now for Introduction To Equity Derivatives
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Monica Chiu

Senior Counsel, Asia Pacific

ISDA

ISDAConferences

Karl Fey

COO and Managing Analyst

Harry Jho LLC

Ilene K. Froom

Partner

Reed Smith LLP

reedsmithllp

Roland Gerber

Director, Assistant General Counsel

Bank of America

BankofAmerica

Michelangelo de Marzio

Assistant Director, Market Infrastructure and Technology

ISDA

ISDAConferences

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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

Member US$275.00

Non-Member US$325.00

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Introductory

The course level is introductory. Basic knowledge of derivatives is beneficial but not mandatory. Some knowledge of financial markets is assumed. No advance preparation is required.

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