Derivatives Boot Camp

Wednesday, October 25, 2006

About

Gain the Fundamentals of Derivatives Transactions and Confirmations

The derivatives market is growing at an extraordinary rate. The need to have a working knowledge of the mechanics behind derivatives is essential for anyone involved with the trades, legal, documentation and compliance capacities of derivatives transactions. Given the sharp growth in the derivatives market, there is increasingly more regulatory oversight to manage the backlog of confirmations and ensure they are documented appropriately. To assist you in appropriately meeting the market standards in documenting derivative transactions, the American Conference Institute has developed a publication to walk you through how to understand the mechanics of various derivatives transactions, identify red flags when assessing risk in transactions, and avoid potential errors when documenting the transactions.

Whether you currently work in derivatives and would like to learn more about the products, or if you would like a refresher course, this comprehensive program will take you from the motivation behind transactions to the confirmations, with practical case studies led by an exceptional speaker faculty. If you are at all involved in interest rate, foreign exchange, credit, equity or commodity derivatives, you won't want to miss this opportunity to gain a solid understanding of the fundamentals of structuring and documenting derivatives. Attend and receive a thorough understanding of the derivatives market including:

  • Economic rationale behind the derivatives business deals
  • How to accurately reflect the intent and purpose of the transaction in your documentation
  • Which market participants favor certain derivatives over others and why
  • Strategies for avoiding costly consequences of incorrect confirmation terms

Contents & Contributors

About

Gain the Fundamentals of Derivatives Transactions and Confirmations

The derivatives market is growing at an extraordinary rate. The need to have a working knowledge of the mechanics behind derivatives is essential for anyone involved with the trades, legal, documentation and compliance capacities of derivatives transactions. Given the sharp growth in the derivatives market, there is increasingly more regulatory oversight to manage the backlog of confirmations and ensure they are documented appropriately. To assist you in appropriately meeting the market standards in documenting derivative transactions, the American Conference Institute has developed a publication to walk you through how to understand the mechanics of various derivatives transactions, identify red flags when assessing risk in transactions, and avoid potential errors when documenting the transactions.

Whether you currently work in derivatives and would like to learn more about the products, or if you would like a refresher course, this comprehensive program will take you from the motivation behind transactions to the confirmations, with practical case studies led by an exceptional speaker faculty. If you are at all involved in interest rate, foreign exchange, credit, equity or commodity derivatives, you won't want to miss this opportunity to gain a solid understanding of the fundamentals of structuring and documenting derivatives. Attend and receive a thorough understanding of the derivatives market including:

  • Economic rationale behind the derivatives business deals
  • How to accurately reflect the intent and purpose of the transaction in your documentation
  • Which market participants favor certain derivatives over others and why
  • Strategies for avoiding costly consequences of incorrect confirmation terms

Contents & Contributors


INTRODUCTION TO THE ISDA MASTER AGREEMENT AND CSA
Sherri Venokur, Stroock & Stroock & Lavan LLP

EQUITY DERIVATIVE TRANSACTIONS
Robin Powers, Sutherland Asbill & Brennan LLP

EQUITY DERIVATIVES TRANSACTIONS (PART 2)
Jeannette Boot, WilmerHale

ENERGY AND COMMODITY MARKETS AND TRANSACTIONS
Paul B. Turner, Sutherland Asbill & Brennan LLP

PRIME BROKERAGE: PURPOSE, STRUCTURE AND DOCUMENTATION
Robert Spielman, Deutsche Bank AG

INTRODUCTION TO THE ISDAŽ MASTER AGREEMENTS
Adele Raspe, XL America

DOCUMENTING INTEREST RATE AND FX DERIVATIVES DOCUMENTATION
James Lettiere, BNP Paribas

DOCUMENTING CREDIT DERIVATIVES
Joel Telpner, Mayer Brown Rowe & Maw

DOCUMENTING EQUITY DERIVATIVES CONFIRMATIONS
Joyce Y. Xu, Davis Polk & Wardwell

DOCUMENTING ENERGY AND COMMODITIES CONFIRMATIONS
Charles F. Cerria, Hess Corporation



DOCUMENT TYPES: PRESENTATIONS AVAILABLE: 0