2019 ISDA Canada Conference

Canadian Regulatory Updates

Thursday, October 17, 2019
The Omni King Edward Hotel
Toronto

Member $850 U.S.

Non-Member $975 U.S.

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Thursday, October 17, 2019

Print Agenda 2019 ISDA Canada Conference for

8:15 AM Registration and Continental Breakfast

8:45 AM Introduction and Welcoming Remarks Katherine Tew Darras

Katherine Tew Darras, General Counsel, ISDA

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?
Darren A. Littlejohn, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP
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 issues

Deepak 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
Srijan Agrawal, Director, Regulatory Strategy and Engagement, RBC Capital Markets
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.

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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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Srijan Agrawal

Director, Regulatory Strategy and Engagement

RBC Capital Markets

Ann M. Battle

Assistant General Counsel

ISDA

ISDAConferences

Katherine Tew Darras

General Counsel

ISDA

ISDAConferences

Douglas J. Donahue

Partner

Linklaters LLP

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

Deepak Sitlani

Partner

Linklaters LLP

LinklatersLLP

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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 $850 U.S.

Non-Member $975 U.S.

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Introductory

Basic knowledge of derivatives documentation is beneficial but not mandatory. 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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Follow us on Twitter @isdaconferences for the latest on upcoming events. For general questions, including exhibition/sponsorship opportunities, conference topics or location suggestions contact us: conferences@isda.org | +1 212-901-6000