概要

Exploring the architecture of International Swaps and Derivatives Association (ISDA) documentation for over-the-counter (OTC) equity derivatives. The training session will cover practical approaches to managing risks such as market disruption and counterparty exposure, and insights into how emerging market trends are shaping documentation practices, including the latest updates to the 2002 ISDA Equity Derivatives Definitions.

Join us to gain the expertise needed to navigate OTC equity derivatives with confidence.

內容

The training will cover:

• an introduction to OTC equity derivatives, with discussion on product types and use case;
• an overview of the ISDA documentation architecture: ISDA Master Agreement, Schedules and Confirmations;
• a guide to ISDA 2002 Equity Derivatives Definitions (“EQD Definitions”), with focus on valuation, market disruption events, adjustments, extraordinary events and additional disruption events, and how they mitigate corresponding risks;
• discussion on emerging market trends regarding OTC equity derivatives documentation since the publication of the widely adopted EQD Definitions.

對象

Senior management such as responsible officers, managers-in-charge, directors, legal/compliance officers, risk managers and professionals working in the financial sector covering trading and structuring functions for OTC equity derivatives.