Introduction to Equity Derivatives

Tuesday, November 1 to Friday, December 30, 2022
Online

Member US$275.00

Non-Member US$325.00

Register for Introduction to Equity Derivatives

Register for this training course and receive 20% off any listed below.
Take advantage and join live or watch the replay which will be available for 30 days after the event.
Promo Code: INTRO20

Introduction to Credit Derivatives – Recording is available for purchase until December 30

Understanding Core ISDA Documentation
The ISDA Master Agreement – Recording is available for purchase until December 30
The Variation Margin Credit Support Documents – Recording is available for purchase until December 30

Negotiating Core ISDA Documentation

Schedule to the ISDA Master Agreement – Recording to be available from December 30
Variation Margin Credit Support Documents – Recording will be made available for purchase until December 30

 

 

This is a pre-recorded Virtual Conference

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Recording available until December 30, 2022

 

This is an ISDA Virtual Conference:

  • This is a recording of the Introduction to Equity Derivatives virtual conference which took place on November 1, 2022
  • Registrants will have access to the recording until 5:00 PM EST on December 1, 2022
  • After submitting your registration you will receive a confirmation email with a link to view the documents and recording

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Tuesday, November 1, 2022

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, Matthew J. Medina

  • Equity swaps: total return and price return swaps
  • Equity Options: call options, put options, valuation and payoffs, put/calls combos
  • Equity Collars
  • Equity Forwards
  • Equity forwards including pre-paid variable forwards
Ilene K. Froom, Partner, Katten Muchin Rosenman LLP
Roland Gerber, Director & Assistant General Counsel, Bank of America
Matthew J. Medina, Executive Director & Assistant General Counsel , JPMorgan Chase & Co.

10:00 AM Break

10:05 AM Equity Derivatives Products (Continued) Karl Fey, Michelangelo de Marzio

  • Knock-out and knock-in transactions
  • Accumulators
  • Autocallables
  • Volatility and variance swaps
Karl Fey, COO and Managing Analyst , Harry Jho LLC
Michelangelo de Marzio, Director, Market Infrastructure and Technology, ISDA

10:30 AM Introduction to ISDA Equity Derivatives Documentation Karl Fey, Michelangelo de Marzio

  • ISDA equity derivatives documentation and master confirmation agreements
  • Valuation and Market Disruption Events
  • Share Extraordinary Events, including corporate actions
  • Potential Adjustment Events
  • Index adjustment events
  • Additional Disruption Events
  • Other ADEs: FX Disruption, Foreign Ownership Event
  • Case Study: Russian market closures
  • Digital initiatives
  • Structure and form of next generation equity derivative documentation
Karl Fey, COO and Managing Analyst , Harry Jho LLC
Michelangelo de Marzio, Director, Market Infrastructure and Technology, ISDA

11:05 AM Break

11:10 AM Introduction to ISDA Equity Derivatives Documentation (continued) Karl Fey, Ilene K. Froom, Roland Gerber, Michelangelo de Marzio

Karl Fey, COO and Managing Analyst , Harry Jho LLC
Ilene K. Froom, Partner, Katten Muchin Rosenman LLP
Roland Gerber, Director & Assistant General Counsel, Bank of America
Michelangelo de Marzio, Director, Market Infrastructure and Technology, ISDA

12:15 PM 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

Katten Muchin Rosenman LLP

KattenLaw

Roland Gerber

Director & Assistant General Counsel

Bank of America

BankofAmerica

Matthew J. Medina

Executive Director & Assistant General Counsel

JPMorgan Chase & Co.

Michelangelo de Marzio

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.

20% discount available if you register for recordings of 2 or more of the following courses: Introduction to Derivatives on March 22, Introduction to Equity Derivatives on March 23 and Introduction to Credit Derivatives on March 24. Please email conferences@isda.org to receive your discount code prior to registering.

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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