Considerations for End-Users

San Francisco Presentation

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

Capital Markets, Derivatives + Commodities, Financial Institutions + Financial Services, and Banking + Financial Services

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

Chrys A. Carey and David H. Kaufman

Chrys A. Carey and David H. Kaufman

Seminar

Joseph Marano
jmarano@mofo.com
(212) 336-4316

Read the presentation materials.

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.

Speakers:

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

NY and CA CLE Credit is pending

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