Wed, Sep 18, 2019Event Details for Understanding the ISDA Master Agreements Register Now for Understanding the ISDA Master Agreements
7.5 CLE Credit Hours Available (New York)
Transitional and Nontransitional
7.5 CPE Credit Hours Available
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Thursday, October 17, 2019Print Agenda 2019 ISDA Canada Conference for
8:15 AM Registration and Continental Breakfast
8:45 AM Introduction and Welcoming Remarks Katherine Tew Darras
9:00 AM Canadian Regulatory Update Lisa Mantello, Tim Reibetanz
This panel will provide an overview of current pending Canadian regulations and ISDA’s advocacy work on behalf of its members regarding those regulations.Lisa Mantello, Partner, Osler, Hoskin & Harcourt LLP
Tim Reibetanz, Senior Counsel & Director, Bank of Montreal
10:30 AM Morning Break
10:45 AM Initial Margin for Phase V Darren A. Littlejohn, Mark New, Greg O’Donohue
Following implementation of the variation margin requirements of margin regulations for non-cleared derivatives by phase 1-4 firms, attention is turning to preparation for compliance with initial margin requirements for those firms that will be in-scope for IM requirements in 2020 (Phase 5). This session will provide an overview and comparison of the requirements for posting initial margin under US and EU regulations and their implications for entities in-scope for Phases 5 of implementation, including:
- Entity scope and AANA calculations
- Geographical and transaction scope
- Initial Margin Requirements, including segregation requirements
- Documentation and legal review requirements
In addition the session will cover implementation concerns:
- Checklist for phase-five implementation
- Development of next-generation IM documentation – what, when and why
- How can ISDA Create – IM help?
Mark New, Senior Counsel, Americas, ISDA
Greg O’Donohue, Director & Senior Legal Counsel, Derivatives, Ontario Teachers’ Pension Plan
12:45 PM Luncheon
2:00 PM European Regulatory Updates Deepak Sitlani
Updates on recent regulations and current status of European regulations and the impact that Brexit may have on EU and UK derivative regulations. This panel will consider the European to-do list and the priority issuesDeepak Sitlani, Partner, Linklaters LLP
2:30 PM Afternoon Break
2:45 PM Benchmark Reform and Fallbacks Srijan Agrawal, Ann M. Battle, Sharmini Mahendran
The move to adopt risk-free rates as an alternative to LIBOR and other interbank offered rates (IBORs) is gathering pace, but a huge amount of work still needs to be completed to ensure a successful transition. This panel will cover the issues market participants need to know.
- Progress on the adoption of alternative risk-free rates and the impact on existing and future derivatives contracts
- ISDA’s work on enhancing the robustness of contractual fallbacks for key IBORs
Ann M. Battle, Assistant General Counsel, ISDA
Sharmini Mahendran, Managing Director & Senior Counsel, BMO Financial Group
3:45 PM Standards, Tech and Docs Douglas J. Donahue, Frederick O. Quenzer
New technologies are being developed and implemented. Documentation is being digitized. Standardization is driving greater automation. But how do these trends link together? What does this mean in practice, and what are the costs and potential benefits?Douglas J. Donahue, Partner, Linklaters LLP
Frederick O. Quenzer, Assistant General Counsel, ISDA
4:30 PM Conference Concludes
Agenda is subject to change.
VenueBack to Top
The Omni King Edward, 37 King Street East, Toronto, ON M5C 1E9, Phone: +1 416-863-9700
SpeakersBack to Top
Director, Regulatory Strategy and Engagement
RBC Capital Markets
Ann M. Battle
Assistant General Counsel
Katherine Tew Darras
Douglas J. Donahue
Darren A. Littlejohn
Fried, Frank, Harris, Shriver & Jacobson LLP
Managing Director & Senior Counsel
BMO Financial Group
Osler, Hoskin & Harcourt LLP
Senior Counsel, Americas
Director & Senior Legal Counsel, Derivatives
Ontario Teachers’ Pension Plan
Frederick O. Quenzer
Assistant General Counsel
Senior Counsel & Director
Bank of Montreal
PricingBack to Top
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 firstname.lastname@example.org prior to the event.
Member $850 U.S.
Non-Member $975 U.S.
Course LevelBack to Top
Basic knowledge of derivatives documentation is beneficial but not mandatory. No advance preparation is required.
AccreditationBack to Top
ISDA is an accredited provider of continuing education credits by the following organizations:
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.
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