[This] conference provided further clarification on an extremely opaque subject.
- Global Product Manager
Government Securities
CanDeal Inc.
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Advanced update on meeting your OTC compliance requirements

Over-the-Counter Derivatives Reform in Canada

Address the new rules and their impacts to your organization

March 22 - 23, 2016  ·  Toronto, Ontario

Featuring These Industry Experts and Many More!
Unterman Aaron Unterman
Ontario Securities Commission, Senior Legal Counsel
Derivatives Branch
West Derek West
Senior Director, Derivatives Oversight
Autorité des Marchés Financiers du Quebec
Marsden Joanne Marsden
Director, Bank Capital Banking
McPartland John McPartland
Senior Policy Advisor
Federal Reserve Bank of Chicago
Mansi Julie Mansi
Borden Ladner Gervais LLP
Renaud Guylaine Renaud
Chief Advisor, Compliance Financial Markets
National Bank of Canada
Tate Brad Tate
Director, Investment Legal
OMERS Administration Corporation
Derk Carol Derk
Borden Ladner Gervais LLP
Dion Jean-Philippe Dion
Director, Market Infrastructure,
RBC Capital Markets
Collier Tara Collier
ICE Trade Vault
Brault Lise Estelle Brault
Autorité des Marchés Financiers du Quebec
Tobin Patrick Tobin
Capital Specialist
Akbari Sina Akbari
Legal Counsel, Derivatives
Ontario Securities Commission
Dewaal Gary Dewaal
Special Counsel
Katten Muchin Rosenman LLP
Brady Michael Brady
Senior Legal Counsel,
British Columbia Securities Commission
Littlejohn Darren Littlejohn
Blakes, Cassels & Graydon LLP
Allott Gordon Allott
President and CEO
BroadPeak Partners
Harris Mary Harris
Business Manager, triResolve
Palmer Aaron Palmer
Blakes, Cassels & Graydon LLP
Toczylowski Greg Toczylowski
Manager, Derivatives Branch
Ontario Securities Commission
McGregor Martin McGregor
Legal Counsel, Corporate Finance
Alberta Securities Commission
Event Overview
Get clarity on existing rules and what's being proposed
  • Hear about trends in disciplinary actions and enforcement
  • Make sense of new trade level reporting rules
  • Take on Basel capital rules and the supplementary leverage ration
  • Go over international standards in CCP stress testing
  • Review cross-border challenges in OTC derivatives reform
  • Zero in on the new OSFI rules for uncleared trades
  • Ensure you are updated on the latest in registration rules
  • Get legal guidance for buyers’ most critical challenges
  • Evaluate the central clearing landscape, domestic and international
  • Take advantage of regulators addressing trade data use and dissemination
  • Improve your response approach to complying with multiple rules
Over-the-Counter Derivatives Reform in Canada Download Brochure as PDF File
Who Should Attend This Event

Managing Directors, Executive and Senior Vice-Presidents, Vice-Presidents, Traders, Directors, Chief Operating Officers, and other Senior Executives working within the following areas:

  • OTC Derivatives and Clearing
  • Asset and Investment Management
  • Brokerages
  • Commercial Banking
  • Compliance and Legal
  • Corporate Treasuries
  • Risk Management
  • Credit Portfolio Management
  • Equity/Fixed income Treasury
  • Financial Consultancies
  • Hedge Funds
  • Legal Services
  • Liquidity Management
  • Market Makers
  • Middle/Back Office
  • Institutional Investors
  • Insurance Companies
  • Pension Funds
  • Portfolio Management
  • Regulatory Authorities
  • Software/Technology Provision
  • State Investment Funds
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Toronto, Ontario · February 21 - 22, 2017
Over-the-Counter Derivatives Reform in Canada
Toronto, Ontario · March 28 - 29, 2017
Operational Risk Canada 2017
Toronto, Ontario · October 17 - 18, 2017
[   Register | Day 1 | Day 2 | Speakers | Venue | Agenda (PDF)   ]




OTC derivative reform has made some progress in certain areas and is a moving target in others. You are required to understand its impact on your business, ensure compliance to multiple rules, all while the rules are still being developed. To stay ahead of the game, avoid disciplinary action, and steer your organization in the right direction, you need to avoid assumptions and rumours, and hear directly from the regulators on where OTC derivative reform stands today.

Infonex's OTC Derivatives Reform in Canada is the only place you can meet with the regulators, legal experts and your peers to discuss the new rules. Sessions are packed with new updates, industry responses, and applied to a domestic and international context. This year, you will hear more about discipline and enforcement coming from the CFTC, specific updates relating to clearing, segregation and portability (yes, there are new updates), as well as trade reporting. We are also including a session on what is developing on the exchange, in response to the OTC reform.

Hear straight from the Canadian Securities Administrators, Commodity Futures Trade Commission, and the Federal Reserve Bank of Chicago on the status of the rules, and the vision for going forward. Meet your fellow derivative market participants, buyers and sellers, and gain a broader perspective on the industry impacts.

More rules have reached mature status, more have been fleshed out, and some are still in the early stages of speculation. Don't be left behind. Join us in Toronto and go back to your workplace informed on the Canadian OTC derivatives reform landscape.

Telephone: 1.800.474.4829  |   360 Bay Street, Suite 900, Toronto, ON  M5H 2V6   |   Fax: 1.800.558.6520  |  Contact Us
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