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
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
Publication Details