Mon, Nov 18, 2024
Introduction To Equity Derivatives
Tuesday, November 12 to Friday, January 24, 2025Online
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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Agenda
Tuesday, November 12, 2024
Print Agenda Introduction To Equity Derivatives for9:00 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
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
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
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
Doug Shaw, Partner, Linklaters LLP
12:05 PM Enhancing ISDA Equity Derivatives Documentation Ilene K. Froom, Doug Shaw
- ISDA Equity Derivatives Clause Library
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
Peter Petraro, Partner, Equity Derivatives, Jones Day
Doug Shaw, Partner, Linklaters LLP
1:30 PM Conference Concludes
Speakers
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Miller Brownstein
Director and Assistant General Counsel
Bank of America
Michael A. Caravella
Director and Associate General Counsel
Citi
Related Events
Pricing
Back to TopRegistration 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
Course Level
Back to TopIntroductory
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.
Accreditation
Back to TopISDA is an accredited provider of continuing education credits by the following organizations:
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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.
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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
Contact
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For general questions, including exhibition/sponsorship opportunities, conference topics or location suggestions contact us: conferences@isda.org | +1 212-901-6000