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If your work involves the derivatives market in any way, you need to understand the nature, structure, and application of the broad range of these products. OsgoodePD's Fundamentals of Derivatives is a comprehensive program invaluable to both the practitioner who is new to the subject and the seasoned professional alike.

The number of corporations, financial institutions and asset managers turning to derivatives to better manage risk and increase returns continues to grow. Derivatives are becoming more complex and so too are the massive changes to documentation and associated legal issues. If you are involved in any way in today’s evolving derivatives market, it is critical that your market and product knowledge are completely up-to-date.

This unique short course is designed to help the newcomer build a knowledge base and understand the nature, structure, and application of the broad range of derivatives, while also providing an update for those who want a comprehensive refresher. Topics include:

  • Derivatives defined
    • What are they and how are they used?
    • Applications in trading, hedging, arbitrage and structured products
  • ISDA Master Agreements
    • Understanding the terminology and purpose of derivatives documentation
  • Asset classes
    • FX rates
    • Equities
    • Credit
  • Panel on OTC derivatives regulatory reform
  • Clearing
  • Trade Reporting
  • Margin
  • Panel on the proposed CSA Derivatives Registration and Business Conduct rules

Faculty

Program Chairs

  • Cathy Ma, Director, Derivatives Global Product Specialist, Scotiabank
  • Nadeem Siddiq, Senior Legal Counsel, Scotiabank

Faculty

  • Srijan Agrawal, Director, Regulatory Strategy and Engagement, RBC Capital Markets
  • Douglas Donahue, Partner, Linklaters LLP
  • Kevin B. Kelly, Senior Counsel – Ontario Ministry of Finance, Legal Services Branch
  • P. Jason Kroft, Partner, Stikeman Elliot LLP
  • Lisa Mantello, Partner, Osler, Hoskin & Harcourt LLP
  • Marc Mercier, Partner, Cassels Brock LLP
  • Greg O’Donohue, Director & Senior Legal Counsel, Derivatives, Ontario Teachers’ Pension Plan
  • Candace Pallone, Counsel, McCarthy Tetrault LLP
  • Edward Ra, Director & Head, FICC Structuring, Scotiabank
  • Fareena Rahim, Director, Enterprise Compliance, Scotiabank
  • Timothy Reibetanz, Senior Counsel & Director, Legal & Regulatory Compliance, BMO Financial Group
  • Catherine Shamie, Senior Counsel and Director, BMO Financial Group
  • J.R. Strain, Director, Global Credit – Trading Documentation, RBC Capital Markets
  • Bradley Tate, Director, Legal, Capital Markets, OMERS
  • Aaron Unterman, Senior Legal Counsel (Derivatives), Ontario Securities Commission

Agenda

Group Discounts and Financial Assistance

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

FAQs

Have a question? Read our FAQs.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

Program Details

Delivery Method

Program On-Demand

Date Recorded
December 9, 2019
Fee per Delegate

$1295 + HST

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Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Derivatives traders
  • Derivatives documentation staff
  • Securities lawyers
  • In-House counsel at financial institutions, insurance companies, oil and gas companies, mutual fund companies, pension funds
  • Lawyers practicing in banking and finance, mutual funds, commercial law
  • Fund managers, private bankers, and investment advisors
  • Compliance professionals
  • Heads of trading
  • Structured finance personnel
  • Financial regulators

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Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.