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

January

STAC’s 93rd Annual Mid-Winter Meeting
January 16-18, 2019 in Chicago

Accelerating Trading Forward STAC’s Mid-Winter Meeting has a long history (92 years) but constantly looks forward.

ISDA Symposium® – The New French/Irish Law Governed ISDA Master Agreements
January 16, 2019 in London

A spotlight on ISDA’s new French law and Irish law governed Master Agreements and the French legislative landscape.

ISDA Symposium® – The Impact of Brexit on Asian Markets
January 21, 2019 in Hong Kong

This event will discuss recognition of CCPs, definition of OTC derivatives, clearing, margin requirements, capital requirements, trade reporting, and more. Among the speakers are Keith Noyes, Regional Director, Asia Pacific, ISDA; Jean-Remi Lopez, Director of Government Relations, Asia Pacific, DTCC; Chris Whiteley, Partner, Ashurst; Eoin Gillen, Head of Global Markets Legal APAC, BNP Paribas; Terry Yang, Partner, Clifford Chance; and Subramanian Natarajan, Associate General Counsel, HSBC.

ISDA Symposium® ISDA 2018 Benchmarks Supplement

January 23, 2019 in Paris

The launch of the 2018 ISDA Benchmarks Supplement Protocol and ISDA Amend system have been targeted for 7th December 2018. This symposium provides a timely introduction to the ISDA Benchmarks Supplement, its Protocol, and will feature a live demonstration of the ISDA Amend system. The 2018 ISDA Benchmarks Supplement is designed to enhance the contractual robustness of interest rate, equity, FX and commodity derivative transactions and to help firms demonstrate compliance with the European Benchmarks Regulation and IOSCO Statement on Matters to Consider in the Use of Financial Benchmarks.

C&L Society January Luncheon
January 23, 2019 in New York

Join the SIFMA Compliance & Legal Society at one of our special luncheon presentations. Registration is now open for the January luncheon, a conversation with Robert Cook, President and Chief Executive Officer, FINRA.

Security Tokens Realized
January 23-24, 2019 in London

The tokenization of securities and alternative assets on the blockchain will revolutionize the world’s financial markets by bringing liquidity to the illiquid securities market, unlocking trillions of dollars of value.

ISDA Annual Legal Forum
January 28, 2019 in London

The ISDA Annual Legal Forum is the premier event for derivatives lawyers globally. Featuring sessions on benchmark reform, Brexit, implementation of margin requirements and the push to digital documentation and smart contracts, the Annual Legal Forum includes the latest intelligence and detailed analysis on the most important legal and regulatory issues affecting markets today.

Fundamentals of Derivatives
January 29, 2019 in New York

A thorough overview of derivatives products (credit, commodity, equities, FX), the major reasons for using them, the differences between OTC and exchange derivatives, clearing and settlement, and more.

Understanding the ISDA Master Agreements
January 30, 2019 in New York

A deep analysis of the 2002 ISDA Master Agreement.

Understanding Variation Margin (VM) Regulations and the 2016 ISDA Credit Support Annex for VM
January 31, 2019 in New York

An examination of margin requirements for swaps and security-based swaps.

February

2019 Global Fintech Innovation Challenge
February 6-7, 2019 in Jacksonville, FL

Global Accelerated Ventures cordially invites you to their Premier 2 day, multi-discipline, tiered elimination format, which will begin by selecting Fintech StartUps from the top Global Accelerators.

ISDA Symposium® – The Impact of Hard Brexit
February 6, 2019 in London

Agenda coming soon.

Understanding the ISDA Master Agreements
February 12, 2019 in London

A deep analysis of the 2002 ISDA Master Agreement.

TABB Forum’s Fixed Income 2019
February 12, 2019 in New York

For every type of participant – buy side, sell side, custodians, depositories, technology vendors – the fixed income markets have become a survival test. Change is unrelenting, and competition is increasing, so agility, efficiency, and focus have become the watchwords. The 2019 Tabb Group Fixed Income Summit will explore the changing fixed income landscape and the ways market participants are adapting and prospering in these challenging times.

Understanding Variation Margin Regulations and the 2016 ISDA Variation Margin Credit Support Documents
February 13, 2019 in London

A discussion of variation margin requirements in E.U.

Asset Management Derivatives Forum 2019
February 13-15, 2019 in Monatage Laguna Beach, CA

Attracting more than 300 executives, the annual Asset Management Derivatives Forum brings together market participants from all sides of a trade to examine the latest developments in global derivatives trading and clearing, operations and regulation. The Forum presents a unique opportunity to connect investors with market expertise in over-the-counter and exchange-traded derivatives, attracting attendees from the joint membership of FIA and SIFMA AMG. Early bird rates are available through December 21. Register now!

ISDA Symposium® – The Impact of Brexit on Asian Markets
February 20, 2019 in Singapore

EMIR. MiFIR, BRRD. Benchmarks. All of this, and more, is on the agenda.

Derivatives Disputes
February 21, 2019 in Singapore

This conference discusses considerations for market participants in the derivatives markets which dispute resolution mechanism to adopt, in particular focusing on certain issues which may be relevant for Asia-Pacific market participants. If arbitration is chosen, we will discuss how to use the 2018 ISDA Arbitration Guide and further drafting considerations beyond the issues covered by the Guide itself. If litigation is chosen, we will discuss various cases from domestic and international litigations involving sell-side and buy-side firms as well provide some observations on expert witnesses and enforcement. This conference will also consider the 2018 ISDA Choice of Court and Governing Law Guide.

C&L Society February Luncheon
February 26, 2019

Join the SIFMA Compliance & Legal Society at one of our special luncheon presentations. Registration is now open for the February luncheon.

The Trade’s MiFID II: Check Up
February 26, 2019 in London

Over the past three years, The TRADE has hosted a number of events focusing on the implementation of MiFID II on 3 January 2018, including two full-day conferences in London – MiFID II: Checklist and MiFID II: Check In – attracting hundreds of delegates comprising buy- and sell-side firms, service providers, market experts, consultants and regulators.

Insurance-& Risk-Linked Securities Conference
February 27 – March 1, 2019 in Miami Beach, FL

Over 350 delegates, representing a diverse range of participants from across the insurance-linked market, gathered at the 2018 IRLS Conference in Miami to discuss the unprecedented activity in 2017 and how it affected the outlook for the year.

With the market proving to be resilient in the face of a number of catastrophic events, and continuing the momentum with further growth, join SIFMA’s 2019 Insurance- and Risk-Linked Securities Conference, February 27 – March 1, to continue the robust industry discussion.

Early bird rates available.

DerivCon 2019
February 27, 2019 in New York

Proposed changes to the CFTC’s swap execution facility (SEF) rules could fundamentally change what classifies as a SEF and the products traded on venue. DerivCon 2019 delves into the detail of what these proposals mean, both for U.S. and overseas market participants, and explores other key derivatives issues like Brexit, Benchmarks and Technology. DerivCon was founded by and is sponsored by The Wholesale Markets Brokers’ Association, Americas (WMBAA).

Sponsorship and Exhibition opportunities will be available for this event.

For more information please contact: Rob Saunders at rsaunders@isda.org / +44 (0)20 3808 9727, or Colin Minnihan at cminnihan@tabbgroup.com / +1 609-937-4426

March

Securities Industry Institute (SII)
March 3-8, 2019 in Philadelphia, PA

The Securities Industry Institute® (SII) is the premier executive development program for financial industry professionals, hosted by SIFMA and Wharton.

For 68 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® Developments in Regulatory Compliance, Cross-border & Impact of Brexit
March 7, 2019 in New York

The implications of the CFTC’s proposed changes to SEF rules and Chairman Giancarlo’s cross-border white paper, CFTC enforcement, and more is on the agenda.

BDA Europe
March 12, 2019 in Rotterdam, The Netherlands

Data, Machine Learning and AI are set to transform the way we understand and interact with the world. In a society completely reshaped by algorithms, only the enterprises which adapt to this change by harnessing the transformative potential of data and analytics will stay relevant and thrive.

Join Whitehall Media’s Fourth Annual Big Data Analytics Europe Conference here we bring together data scientists, solution providers and enterprise leaders to provide you with the ideas, tools and expertise to truly prepare your organisation for the data revolution.

SIFMA C&L Annual Seminar
March 24-27, 2019 in Phoenix, AZ

SIFMA’s C&L Annual Seminar is the premier event for compliance and legal professionals working in the financial services industry. This seminar provides a unique opportunity for industry leaders and regulators to gather for three days of information sharing, networking and collaboration.

April

ISDA 34th Annual General Meeting
April 9-11, 2019 in Hong Kong

The ISDA AGM is the premier event for derivatives professionals globally. Now in it’s 34th year, the ISDA AGM brings together hundreds of senior industry executives and policy-makers to provide the latest intelligence and detailed analysis on the issues that matter.

Information Management Network (IMN)’s Synchronize 2019 – DLT for Financial Institutions
April 17, 2019 in New York

A thorough look at how distributed ledger technology has and will affect financial institutions.

May

OCC’s 2019 Options Industry Conference
May 1-3, 2019 in Miami, FL

Join MIAX and OCC for the 37th Annual Options Industry Conference, May 1-3, 2019. South Florida’s renowned Trump National Doral Miami provides the perfect backdrop for focusing on the key topics facing the options industry today, from the regulatory shifts in the U.S. and Europe to the technological developments that are driving monumental change in markets around the globe.

From its inception, the Options Industry Conference has been the premier gathering for options professionals each year, serving as an unparalleled forum for networking with long-time associates, creating new connections and exploring trending concepts in trading and investing. Over the course of the three-day conference, attendees will have numerous opportunities to interact with the most forward-thinking minds in the options space during captivating presentations and thought-provoking panels, as well as in less-formal settings, where discussions started spontaneously can inspire intriguing ideas.

The Options Industry Conference is open to leaders and representatives of exchanges, clearing firms, institutional and retail brokerage businesses and financial technology organizations.