2018 ISDA Canada Conference

Canadian Regulatory Updates

Friday, September 21, 2018
The Omni King Edward Hotel
Toronto

Member US$850

Non-Member US$975


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Friday, September 21, 2018

Print Agenda 2018 ISDA Canada Conference for

8:15 AM Registration and Continental Breakfast

8:45 AM Introduction and Welcoming Remarks Katherine Tew Darras

9:00 AM The Ontario Securities Commission's New Whistleblower Program Shaifali Joshi-Clark

The following will be covered in this session:

  • An overview of the key elements of the OSC's whistleblower program, including eligibility, financial incentive and whistleblower protections
  • Market participant preparedness: fostering a culture of compliance and encouraging internal reporting

9:15 AM Canadian Reporting Update and Global Data Harmonization Frederick O. Quenzer, Tim Reibetanz

This panel will provide an overview of current Canadian reporting regulations and status.  In addition, the panel will discuss work done by ISDA and the regulators globally to improve data quality and address data aggregation challenges.

10:00 AM Morning Break

10:30 AM Canadian Regulatory Updates Sharmini Mahendran, Lisa Mantello, Blair Wiley

Updates on recent regulations and current status:

  • 94-101 – Mandatory Central Counterparty Clearing of Derivatives
  • 91-407 – Dealer Registration
  • 93-101 – Derivatives: Business Conduct

11:45 AM Benchmark Reform and Fallbacks Ann M. Battle, Ilene K. Froom, Karl Wildi

An overview of the work that has been conducted by the Alternative Reference Rates Committees to implement alternatives to LIBOR and work being conducted by ISDA on fallback mechanisms to the new rates.  In addition, the panel will cover the implementation of the EU Benchmark Regulations that took effect January 2018.

12:45 PM Luncheon

1:45 PM European Regulatory Updates Chris Arnold

Updates on recent regulations and current status:

  • Proposed EMIR Refit and EMIR 2.0
  • Cross-Border Harmonization
  • European Implementation of Basel 3
  • MiFID II
  • Current Implications of Brexit

2:30 PM Afternoon Break

2:45 PM Regulatory Initial Margin and ISDA Create Douglas J. Donahue, Mark New

An overview of the Initial Margin (IM) regulations and ISDA’s new IM CSAs for entities in-scope for the new regulations in 2019 and 2020, including ISDA’s new ISDA Create service for electronic negotiation of the new IM documents.

3:30 PM New US Stay Regulations and 2018 ISDA Resolution Stay Protocol Ann M. Battle, Darren A. Littlejohn, Greg O’Donohue

In 2017, the Board of Governors of the Federal Reserve System (FRB), the Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) each issued final regulations requiring contractual recognition of stays under Title II of the Dodd-Frank Act and the Federal Deposit Insurance Act. These regulations also require covered financial institutions to ensure that their counterparties and counterparties of their affiliates would be temporarily stayed from exercising default rights and other remedies if certain of their affiliates enter proceedings under the US Bankruptcy Code. This panel will provide an overview of these regulations and cover the various potential methods for complying with the new requirements and ISDA’s implementation in the 2018 ISDA Resolution Stay Protocol.

4:45 PM Conference Concludes

Agenda is subject to change.

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The Omni King Edward, 37 King Street East, Toronto, ON M5C 1E9, Phone: +1 416-863-9700

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Chris Arnold

Partner

Mayer Brown International LLP

Mayer_Brown_UK

Ann M. Battle

Assistant General Counsel, Head of Benchmark Reform

ISDA

ISDAConferences

Katherine Tew Darras

General Counsel

ISDA

ISDAConferences

Douglas J. Donahue

Partner

Linklaters LLP

Ilene K. Froom

Partner

Reed Smith LLP

reedsmithllp

Shaifali Joshi-Clark

CPA, CA, CFA, Senior Forensic Accountant, Enforcement Branch

Ontario Securities Commission

Darren A. Littlejohn

Partner

Fried, Frank, Harris, Shriver & Jacobson LLP

Sharmini Mahendran

Managing Director & Senior Counsel

BMO Financial Group

Lisa Mantello

Partner

Osler, Hoskin & Harcourt LLP

Mark New

Senior Counsel, Americas

ISDA

ISDAConferences

Greg O’Donohue

Director & Senior Legal Counsel, Derivatives

Ontario Teachers’ Pension Plan

Frederick O. Quenzer

Assistant General Counsel

ISDA

ISDAConferences

Tim Reibetanz

Senior Counsel & Director

Bank of Montreal

Karl Wildi

Managing Director & Vice-Chair, Global Markets

CIBC Capital Markets

Blair Wiley

Partner

Osler, Hoskin & Harcourt LLP

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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.

Member US$850

Non-Member US$975

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Intermediate

Some knowledge of derivatives 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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