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Tue, Nov 12 to Fri, Jan 24, 2025

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Introduction To Equity Derivatives

Member US$350.00

Non-Member US$400.00

Register for Introduction To Equity Derivatives

This is a pre-recorded Virtual Conference

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Recording available until January 24, 2025

 

This is a pre-recorded ISDA Virtual Conference:

  • This is a recording of the Introduction to Equity Derivatives virtual conference which took place on November 12, 2024
  • Registrants will have access to the recording until 5:30 PM EST, January 24, 2025
  • After submitting your registration, you will receive a confirmation email with a link to view the documents and recording

 

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Tuesday, November 12, 2024

Print Agenda Introduction To Equity Derivatives for

9:00 AM Introduction and Welcoming Remarks Monica Chiu

Monica Chiu, Senior Counsel, Asia Pacific, ISDA

9:05 AM Equity Derivatives Products Miller Brownstein, Michael A. Caravella, Michelangelo de Marzio, Doug Shaw

  • Equity Swaps: total return and price return swaps
  • Equity Options: call options, put options, valuation and payoffs, put/calls combos
  • Equity Collars
  • Equity Forwards
  • Equity Forwards, including pre-paid variable forwards
Miller Brownstein, Director and Assistant General Counsel, Bank of America
Michael A. Caravella, Director and Associate General Counsel, Citi
Michelangelo de Marzio, Director, Derivatives Product Management, ISDA
Doug Shaw, Partner, Linklaters LLP

10:15 AM Break

10:20 AM Equity Derivatives Products (Continued) Ilene K. Froom, Michelangelo de Marzio

  • Knock-out and knock-in transactions
  • Accumulators
  • Autocallables
  • Volatility and variance swaps
Ilene K. Froom, Partner, Faegre Drinker Biddle & Reath LLP
Michelangelo de Marzio, Director, Derivatives Product Management, ISDA

10:45 AM Introduction to ISDA Equity Derivatives Documentation Miller Brownstein, Monica Chiu

  • ISDA equity derivatives documentation structure
  • Master equity confirmation agreements
  • Valuation and Market Disruption Events
  • Market Closure InfoHub
Miller Brownstein, Director and Assistant General Counsel, Bank of America
Monica Chiu, Senior Counsel, Asia Pacific, ISDA

11:20 AM Break

11:25 AM Introduction to ISDA Equity Derivatives Documentation (Continued) Peter Petraro, Doug Shaw

  • Share Extraordinary Events, including corporate actions
  • Potential Adjustment Events
  • Index adjustment events
  • Additional Disruption Events
Peter Petraro, Partner, Equity Derivatives, Jones Day
Doug Shaw, Partner, Linklaters LLP

12:05 PM Enhancing ISDA Equity Derivatives Documentation Ilene K. Froom, Doug Shaw

  • ISDA Equity Derivatives Clause Library
Ilene K. Froom, Partner, Faegre Drinker Biddle & Reath LLP
Doug Shaw, Partner, Linklaters LLP

12:25 PM Break

12:30 PM Enhancing ISDA Equity Derivatives Documentation (Continued) Michelangelo de Marzio, Peter Petraro, Doug Shaw

  • ISDA Equity Derivatives Clause Library (continued)
  • 2002 ISDA Equity Derivatives Definitions (Versionable Edition)
  • Industry Adoption of the Equity Definitions VE
Michelangelo de Marzio, Director, Derivatives Product Management, ISDA
Peter Petraro, Partner, Equity Derivatives, Jones Day
Doug Shaw, Partner, Linklaters LLP

1:30 PM Conference Concludes

Register Now for Introduction To Equity Derivatives

Miller Brownstein

Director and Assistant General Counsel

Bank of America

Michael A. Caravella

Director and Associate General Counsel

Citi

Monica Chiu

Senior Counsel, Asia Pacific

ISDA

Ilene K. Froom

Partner

Faegre Drinker Biddle & Reath LLP

Michelangelo de Marzio

Director, Derivatives Product Management

ISDA

Peter Petraro

Partner, Equity Derivatives

Jones Day

Doug Shaw

Partner

Linklaters LLP

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

Member US$350.00

Non-Member US$400.00

Introductory

The course level is introductory. Basic knowledge of derivatives is beneficial but not mandatory. Some knowledge of financial markets is assumed. No advance preparation is required.

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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