Considerations for End-Users

San Francisco Presentation

03/05/2013 08:00 a.m. - 10:00 a.m.

Corporate Finance | Capital Markets, Derivatives + Commodities, Financial Services, and Finance

Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105

Chrys A. Carey and David H. Kaufman

Chrys A. Carey and David H. Kaufman


Joseph Marano
(212) 336-4316

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Listen to the recorded presentation.

Over the next few months, derivatives market participants will become subject to a series of regulatory requirements related to clearing, trade reporting, and record-keeping. Even occasional corporate end-users of derivatives will have to prepare to comply with certain of these new obligations. In this session, we will provide a comprehensive overview of all of the considerations relevant to end-users, including:

  • Ensuring ability to rely on the end-user exception;
  • The mechanics of clearing;
  • Corporate actions to be taken by end-users;
  • Establishing a clearing relationship;
  • Margin requirements;
  • The ISDA D-F Protocol;
  • Hedging policies; and
  • Understanding the requirements applicable to swap dealers.


  • Chrys Carey, Morrison & Foerster LLP
  • David Kaufman, Morrison & Foerster LLP

NY and CA CLE Credit is pending

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