Negotiating and Tailoring ISDA® Master Agreements & Confirmations

Monday, March 31, 2008

About

In response to market demand, American Conference Institute’s Negotiating and Tailoring ISDA® Master Agreements & Confirmations is back for its 5th Annual iteration. Offering a revised and updated agenda that will delve into the most challenging and heavily negotiated terms of the Agreement, this event will provide up-to-date practical strategies for negotiating terms that will minimize risks while maximizing potential profit.

As a result of the subprime shakeout, the turbulent market has created new opportunities for structuring innovative derivative financial instruments. Whether you are involved in foreign exchange, credit, equity or commodity derivatives having a fundamental understanding of the ISDA® Master Agreement is critical to ensure that you are adequately protecting your firm when trading these financial instruments.

this publication from ACI’s 5th Annual Conference on Negotiating and Tailoring ISDA® Master Agreements and Confirmations you will give you a thorough understanding of how to approach and overcome the current challenges surrounding the use of the Master Agreements.

Our distinguished faculty of industry professionals who will guide you through:

  • Negotiating confirmations with the 2002 equity derivatives definitions
  • Knowing how and when to use the English law and New York law CSA
  • Respecting confidentiality concerns when representing or facing hedge fund counterparties
  • Effectively using and incorporating the 2005 ISDA® commodity definitions for new and existing transactions
  • Identifying new products and developments in the marketplace

Contents & Contributors

About

In response to market demand, American Conference Institute’s Negotiating and Tailoring ISDA® Master Agreements & Confirmations is back for its 5th Annual iteration. Offering a revised and updated agenda that will delve into the most challenging and heavily negotiated terms of the Agreement, this event will provide up-to-date practical strategies for negotiating terms that will minimize risks while maximizing potential profit.

As a result of the subprime shakeout, the turbulent market has created new opportunities for structuring innovative derivative financial instruments. Whether you are involved in foreign exchange, credit, equity or commodity derivatives having a fundamental understanding of the ISDA® Master Agreement is critical to ensure that you are adequately protecting your firm when trading these financial instruments.

this publication from ACI’s 5th Annual Conference on Negotiating and Tailoring ISDA® Master Agreements and Confirmations you will give you a thorough understanding of how to approach and overcome the current challenges surrounding the use of the Master Agreements.

Our distinguished faculty of industry professionals who will guide you through:

  • Negotiating confirmations with the 2002 equity derivatives definitions
  • Knowing how and when to use the English law and New York law CSA
  • Respecting confidentiality concerns when representing or facing hedge fund counterparties
  • Effectively using and incorporating the 2005 ISDA® commodity definitions for new and existing transactions
  • Identifying new products and developments in the marketplace

Contents & Contributors

STATE OF THE MARKET: UPDATE ON DEVELOPMENTS IN THE MARKETPLACE FOR LAWYERS AND NEGOTIATORS
Stephen R. Kruft, Credit Suisse Securities (USA) LLC

DIFFERENCES IN THE USE AND APPLICABILITY BETWEEN THE 1992 AND 2002 ISDA® MASTER AGREEMENTS
Robin J. Powers, Sutherland Asbill & Brennan LLP

DIFFERENCES IN THE USE AND APPLICABILITY BETWEEN THE 1992 AND 2002 ISDA MASTER AGREEMENTS
Andrea O’Toole, Merrill Lynch

NEGOTIATING THE ISDA® CREDIT SUPPORT ANNEX
Nina Simmons, Morgan Stanley
Glen P. Smith, Magnetar Capital LLC

SPECIAL CONSIDERATIONS WHEN REPRESENTING OR FACING HEDGE FUND OR ASSET MANAGER COUNTERPARTIES
Sherri Venokur, Lowenstein Sandler, PC
Tracey Vallarta Jordal, Attorney, PIMCO
Athena Alexander, Merrill Lynch

CONSIDERATIONS AND CONSEQUENCES WHEN INCORPORATING THE 2002 ISDA® EQUITY DERIVATIVES DEFINITIONS INTO CONFIRMATIONS
Ilene K. Froom, JP Morgan Chase & Co.
Joyce Y. Xu, Simpson Thacher & Bartlett LLP

U.S. EQUITY MASTER CONFIRMATION AGREEMENTS
Steve Milankov, Société Générale

CREDIT DEFAULT SWAPS: USING THE ISDA® PAUG DEALER FORMS FOR CDO AND MBS
Anthony H. Schouten, Stroock & Stroock & Lavan, LLP
Craig Stein, Schulte Roth & Zabel LLP

USING THE ISDA® MASTER AGREEMENT FOR RATED TRANSACTIONS
Maria Leibholz, Moody’s Investors Service

INTRODUCTION TO THE 2005 ISDA COMMODITY DEFINITIONS
Charles F. Cerria, Hess Energy Trading Company, LLC
Andrea Elder-Howell, Sempra Energy Trading LLC



DOCUMENT TYPES: PRESENTATIONS AVAILABLE: 0