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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

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

For boardroom and multi-purchase rates, please email us.
OsgoodePD offers group rates and financial assistance for both on-site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Delivery

After your purchase is complete, the course will appear in the Order History of your OsgoodePD account with a link to "Take Online Course". Once you click "Take Online Course" you will be forwarded to the Moodle page with the materials link. The program video link with be unlocked on the day of the program. You will have access to the video for 90 days.

Program Changes

We will make every effort to present the program as advertised, but it may be necessary to change the dates, 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, Substitutions and Refunds

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

FAQs

Have a question? Read our FAQs.

Technical Support

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

Date Recorded

December 9, 2019

Program Details

Date & Time

February 6, 2020

Location

Web - Replay

Fee per Delegate

$1295 + HST

Newly Licensed (2017-Present): $647.50 + HST

Register Now

Printable Registration Form

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.