Introduction to the 2022 ISDA Securities Financing Transactions Documentation

Thursday, September 29, 2022
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Non-Member US$325.00

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Registration for this event will close 2 hours before the live broadcast

 

This is an ISDA Virtual Conference:

  • Event will be live on September 29, 2022 from 9:00 AM – 11:30 AM EST  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until  October 29, 2022

Educational Credits

2.5 CLE Credit Hours Available (New York) Transitional and Non-Transitional

2.5 CPE Credit Hours Available

2 CPD Credit Hours Available (England and Wales)

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Thursday, September 29, 2022

Print Agenda Introduction to the 2022 ISDA Securities Financing Transactions Documentation for

9:00 AM Introduction and Welcoming Remarks Mark New

Mark New, Senior Counsel, Americas, ISDA

9:05 AM Overview of the 2022 ISDA Securities Financing Transactions Documentation Pauline Ashall, Kyara Mathias, Sarah Willis

An explanation of the 2022 ISDA Securities Financing Transactions Definitions and related Schedule Provisions will be provided, focusing on how these documents provide for SFTs to be documented and how the ISDA Master Agreement is amended to accommodate them. Topics to be considered will include:

    • Events of Default
    • Remedies for default
    • Close-out process
    • Desired level of interaction between SFT and derivatives portfolios
Pauline Ashall, Partner, Linklaters
Kyara Mathias, Counsel, Linklaters LLP
Sarah Willis, Managing Associate, Linklaters LLP
Additional Speakers to be Announced.

10:30 AM Harmonizing Securities Financing Transactions (SFT) Documentation with Derivatives Mark New, Frederick O. Quenzer, Ian Sloyan

Panelists will discuss the benefits of harmonizing SFT and derivatives practices and the practical use cases for documenting SFTs and derivatives under a single master agreement.  The panel will also discuss digitization efforts to represent SFT and derivative transactions using the ISDA CDM and the benefits to operations departments.

Moderator: Mark New, Senior Counsel, Americas, ISDA
Frederick O. Quenzer, Assistant General Counsel, ISDA
Ian Sloyan, Managing Director, South Cardinal Advisors & Consultant to ISDA

Additional Speakers to be Announced.

11:30 AM Conference Concludes

Agenda is subject to change.

Register Now for Introduction to the 2022 ISDA Securities Financing Transactions Documentation
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Pauline Ashall

Partner

Linklaters

LinklatersLLP

Kyara Mathias

Counsel

Linklaters LLP

LinklatersLLP

Mark New

Senior Counsel, Americas

ISDA

ISDAConferences

Frederick O. Quenzer

Assistant General Counsel

ISDA

ISDAConferences

Ian Sloyan

Managing Director

South Cardinal Advisors & Consultant to ISDA

ISDAConferences

Sarah Willis

Managing Associate

Linklaters LLP

LinklatersLLP

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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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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

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