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This program is part of The Certificate in Canadian Securities Law. 

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

Course Leaders

  • Matthew Husson, Director, Compliance Legal Counsel, Global Banking & Markets and Treasury Compliance, Scotiabank
  • Cathy Ma, Director, Derivatives Global Product Specialist, Scotiabank

Faculty

  • Douglas Donahue, Partner, Linklaters LLP
  • Lisa Mantello, Partner, Osler, Hoskin & Harcourt LLP
  • Fareena Rahim, Director, Enterprise Compliance, Scotiabank
  • Timothy Reibetanz, Senior Counsel & Director, Legal and Regulatory Compliance, BMO Financial Group
  • Nadeem Siddiq, Senior Legal Counsel, Scotiabank
  • Aaron Unterman, Senior Legal Counsel (Derivatives), Ontario Securities Commission
  • Jason Kroft, Partner, Stikeman Elliot LLP

Fees

Fees include attendance, program materials, lunch and break refreshments. Group discounts are available. Please inquire about financial assistance.

Group Discounts for CLE Programs

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. Please inquire about financial assistance.

Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the date, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute a full refund (less $75 administration fee) is available if a cancellation request is received in writing 14 days prior to the program date. No other refund is available.

FAQs

Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Program Lawyer

If you have any questions or would like more information please contact:
Stephen Ahad
SAhad@osgoode.yorku.ca

Program Details

Date & Time

December 9, 2019
9:00 a.m. - 4:45 p.m. EST

December 10, 2019
9:00 a.m. - 1:00 p.m. EST

Online Replay 
February 6, 2020
Register for Online Replay 

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor, Toronto, ON

Fee per Delegate

$1295 + HST

Newly Licensed (2016-2019): 50% of regular rate

Register Now

Printable Registration Form

Eligible CPD Credit Hours

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.