Financial Services: A glimpse into the future

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

Banking + Financial Services, Capital Markets, Derivatives + Commodities, Federal Tax, Financial Institutions + Financial Services, Mortgage, Fair Lending, and Derivatives + Commodities Regulation

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

James R. TanenbaumAnna T. PinedoRemmelt A. ReigersmanOliver I. Ireland, and James Schwartz

Anna T. PinedoJames R. TanenbaumOliver I. IrelandRemmelt A. Reigersman, and James Schwartz

Seminar

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Alexa Powers
alexapowers@mofo.com
(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.

Break

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.

Break

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.

Break

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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