Introductory OTC Documentation
Introductory OTC Documentation
This half-day workshop will give you a practical overview of the AFMA Online Guide to OTC Documents publication.
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Program Outline
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Program Summary
| TITLE: | Introductory OTC Documentation |
| CE: | 3hrs Regulation & Compliance |
| FEE: |
Member - $803.00 including GST Non Member - $1,006.50 including GST Package rates available |
|
Sydney Mar 19, 2012 |
9:00am - 12:30pm |
|
Melbourne Apr 30, 2012 |
9:00am - 12:30pm |
About the Speakers
Petar Kuessner, Partner, Norton Rose Australia
Petar Kuessner is a Partner in the Banking & Finance Group of the Sydney office of the international law firm Norton Rose Australia. Petar has worked as a lawyer in Sydney and London. Prior to Norton Rose Australia, Petar worked in the London office of the international law firm Freshfields Bruckhaus Deringer for over four years and then in the Sydney office of Australian law firm Mallesons Stephen Jaques.
Jamie Hutchinson, Deputy General Counsel, Deutsche Bank
Has over 15 years working experience in the areas of financial markets, banking and general corporate law in Australia, London and Germany. He is currently Deputy General Counsel for Australia and New Zealand with Deutsche Bank, where his responsibilities include Debt Capital Markets. Jamie chairs AFMA’s documentation committee and is a regular presenter for AFMA on financial markets documentation.
Scott Farrell, Partner, Mallesons Stephen Jaques
Scott is the leader of the Mallesons team which advises the International Swaps and Derivatives Association and the Australian Financial Markets Association on netting, collateral, regulatory and other derivatives matters. Scott's team also advises other international financial market industry bodies and markets and clearing systems on related matters. Scott lectures for Masters of Laws courses at the University of New South Wales and the University of Sydney in connection with derivatives.
About this program
Learn about the structure, content and format of a completed Schedule to the 2002 ISDA Master Agreement through this series of short lectures, case studies and deals. The half-day workshop will feature a range of derivatives products and types of transactions as well as important legal and operational issues. We recommend you attend the Advanced OTC Documentation Workshop within six months of completing the Introductory Workshop.
What will you learn?
By the end of the workshop, you should be able to:
- By the end of the workshop, you should be able to:
- Report on the key reasons why a master agreement is needed;
- Identify the main components of the 2002 ISDA Master Agreement and Schedule, explaining key clauses and negotiated issues;
- Describe some of the core derivatives products involved;
- Explain the concept of netting; and
- Summarise ISDA documentation operational best practice.
Testimonials
Going through the ISDA Master Agreement line by line helped to clarify a lot of issues and helped to increase my understanding of the clauses.
Expert presenter, great explanations of both commercial and legal issues.
Very beneficial and excellent course presenters.
It was a very clear and concise presentation on a technically difficult area which assisted me to understand OTC documentation.