Financial Services: A glimpse into the future

03/27/2014 01:00 p.m. - 07:00 p.m.

Corporate Finance | Capital Markets, Derivatives + Commodities, U.S. Federal Tax, Financial Services, and Finance

Charlotte Marriott City Center
100 West Trade Street
Charlotte, NC 28202

Oliver I. Ireland and James Schwartz

Oliver I. Ireland and James Schwartz


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Alexa Powers
(212) 336-4312

Please join the visiting MoFos for any (or all) of the following sessions where we’ll share our views on the recent past and prognosticate on future developments.

12:00 p.m. – 1:00 p.m.

Lunch; Dodd-Frank and Regulatory Reform: What’s Still Ahead?

1:00 p.m. – 1:45 p.m.

Bank Balance Sheets and Financing Financial institutions.

Topics will include:

  • Basel III implementation;
  • LCR, Supplementary Leverage Ratio, NSFR;
  • Long-term debt requirement; short-term wholesale funding;
  • Capital raising trends within the financial services sector;
  • How are European banks faring?
  • Likely effects of regulatory developments on capital raising by financial institutions; and
  • Other recent developments.

1:45 p.m. – 2:00 p.m.


2:00 p.m. – 3:00 p.m.

Volcker Rule and Derivatives update

Topics will include:

  • Volcker Rule compliance;
  • An update on Title VII and status of rulemaking and implementation;
  • Capital and margin;
  • Tax developments relating to derivatives;
  • European developments; and
  • Predictions regarding market impacts.

3:00 p.m. – 3:15 p.m.


3:15 p.m. – 4:00 p.m.

Tax developments affecting financial products

Topics will include:

  • Mark to market proposal;
  • Dividend equivalents;
  • FATCA;
  • Financial transaction tax;
  • FIRPTA issues;
  • Taxation of structured products; and
  • Other recent tax developments.

4:00 p.m. – 4:15 p.m.


4:15 p.m. – 5:00 p.m.

Mortgage Related Developments

  • Mortgage and MBS developments;
  • The CFPB’s enforcement activities;
  • Risk retention;
  • Reg AB II; and
  • Other recent developments.

5:15 p.m. – 6:45 p.m.

Cocktails and hors d’oeuvres

CLE credit is pending.

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