The most relevant industry events and conferences where regulation of the fixed-income, derivatives, and ETF markets will be discussed.

2020

February

ISDA/SIFMA AMG Benchmark Strategies Forum 2020
February 26, 2020 in London

The ISDA Benchmark Strategies Forum 2020 will explore the issues market practitioners should consider as they adopt and trade alternative risk-free rates (RFRs). The conference will look at progress in building liquidity in RFRs, and consider how the transition from LIBOR and other IBORs is influencing trading and hedging strategies in the cleared and non-cleared derivatives markets. Delegates will also learn about the implications of new contractual fallbacks for derivatives, as well as pricing and valuation issues arising from benchmark transition.

March

Insurance-& Risk-Linked Securities Conference
March 1-3, 2020 in Miami, FL

Each year, the SIFMA Insurance- and Risk-Linked Securities (IRLS) Conference brings together thought leaders and subject matter experts for a robust industry discussion on the numerous factors that are reshaping the ILS markets and driving further growth.

Register for IRLS 2020:  Early bird rates end December 20, 2019

On March 1-3, IRLS 2020 will explore:

• Stalling Storms and Climate Change: How Well Do Models Handle These?
• The Changing Nature of the Investor Base and Strategies in the IRLS Markets
• Development in the Domiciles
• Effectiveness of Mitigation
• And more!

*Program subject to change

Over 350 delegates – representing a diverse range of participants from across the insurance-linked market – will gather to discuss the activity in 2019 and how it affects the outlook for the year ahead.

Securities Industry Institute (SII)
March 8-13, 2020 in Philadelphia, PA

For 69 years, SIFMA and The Wharton School at the University of Pennsylvania have partnered to develop the industry’s high-potential, rising leaders. Each March, SII brings together 800 participants from across the industry with a world-class faculty on the campus of The Wharton School in Philadelphia.

Participants meet for one week over three consecutive years to develop leadership and managerial skills, and enhance investment and industry knowledge. SII’s cost-effective talent development approach delivers actionable knowledge that is implementable today: the mission of the Institute is to equip each participant with practical information, ideas, and answers directly applicable to their present and future responsibilities. Its customized curriculum is redesigned each year to reflect the needs of an ever-changing industry landscape.

ISDA Symposium® Legal Technology and Future of Derivatives
March 9, 2020 in Tokyo

Note: This symposium will be conducted in Japanese only. (Presentation materials will be prepared in English or Japanese.)

SIFMA C&L Annual Seminar
March 15-18, 2020 in Orlando, FL

For 52 years, SIFMA’s C&L Annual Seminar has served as the preeminent event for compliance and legal professionals working in financial services. Throughout the three-day program, participants hear directly from industry leaders and regulators on the latest developments and trends and build professional relationships to collaborate better.

With focused discussions by noted keynote speakers and subject matter experts, attendees will have the opportunity to earn CLE credit, including diversity and ethics credit, and network with peers.

Discover the 2020 C&L program tracks here!

Fundamentals of Derivatives
March 17, 2020 in London

Interest rate derivatives, credit derivatives, commodities, equities, and FX derivatives, plus options, basic valuation, swaps, and equity swaps, will be on the agenda.

Speakers to be announced soon.

Understanding the ISDA Master Agreements
March 18, 2020 in London

All aspects of the 2002 ISDA Master Agreement will be on the agenda. The speakers will also draw out lessons for buy-side users of the Master Agreement and firms dealing with them.

Understanding Variation Margin Regulations and the 2016 ISDA Variation Margin Credit Support Documents
March 19, 2020 in London

Which entities are subject to the requirements? Which trades are subject to the requirements? What are the VM Regulations? Also, what are cross-border implications and key similarities/differences with rules in other jurisdictions, and what is the impact on CSA documentation?

April

Operations Conference & Exhibition
April 21-24, 2020 in San Diego, CA

SIFMA’s 47th annual Operations Conference & Exhibition will gather operations, technology and regulatory leaders from across the securities industry for three days of discussions, addressing the industry’s most critical priorities.

At Ops 2020, connect with over 900 of your peers, representing the entire ecosystem of financial operations that powers performance in the capital markets.

Confirmed speakers include:

• Anthony Crescenzi, Executive Vice President, Market Strategist, PIMCO
• Olga Naumovich, Managing Director, Goldman, Sachs & Co.
• Claire Santaniello, Managing Director & Head of Operations, BNY Mellon | Pershing
• Grace Vogel, Managing Director, Financial Services Advisory Practice, PwC
• Rachel Wilson, Managing Director, Technology Risk, Morgan Stanley
• Bill Wollman, Executive Vice President, Member Supervision, FINRA

Program topics:

• Operational Resiliency
• Consolidated Audit Trail (CAT)
• Regulation Best Interest (Reg BI)
• Corporate Actions
• Artificial Intelligence
• Regulatory Priorities
• Cloud
• Data Management
• Cybersecurity, and more!

With the industry continuing to evolve in response to policy, risk, technology and regulatory changes, Ops delves into the dynamic and complex environment that is reshaping operations, the customer experience and market requirements. Register at the early bird rate.

Stay tuned for more announcements coming soon!

May

ISDA 35th Annual General Meeting
May 5-7, 2020 in Madrid

Agenda coming soon.

Private Client Conference
May 13-15, 2020 in Aventura, FL

SIFMA’s Private Client Conference brings together leaders from across private wealth management to examine the most topical issues facing the business. This comprehensive program focuses on financial advice amidst rapidly changing technology, regulations, and investor demographics.

Early bird rates are available for the 2020 Private Client Conference: May 13-15 at JW Turnberry Miami in Aventura, FL.

June

FMS Regional Conference
June 10-12, 2020 in Chicago, IL

Each year, the SIFMA Financial Management Society (SIFMA FMS) Regional Conference gathers industry leaders, regulators and financial managers to examine the latest developments in securities finance, regulatory priorities, accounting and tax.

In 2019, conference participants were eligible for 11.6 CPE credits.