A lot of excellent information was presented. Great resource material to follow up on. - Associate Vice-President, Financial Services
University of Saskatchewan
[ Register | Day 1 | Day 2 | Venue | ]
8th Canadian Event!

OTC Derivatives Reform in Canada

Address the New Rules and Their Impacts on Your Organization!

May 14 - 15, 2019 · Toronto, Ontario
A Snapshot of Previous Participants
These Experts Have Taken Part in Our Previous Events on OTC Derivatives
Agrawal Brault Derk Fine
Mahendran McPartland Tate Unterman

Get clarity on existing rules and what's being proposed
  • Get clarity on existing rules and what's being proposed in Canada and abroad
  • Update your knowledge on the new registration rules & proposed changes
  • Understand the balance between national and international harmonization
  • Hear ways local industry is being accommodated
  • Learn how new regulations are affecting costs
  • Acknowledge how best practices are being improved upon
  • Take away examples of operations streamlining
  • Dissect central clearing, stress testing and industry response
  • Get legal guidance on compliance policies you should consider
  • Review comments with regulators on protecting customer collateral rules
Who Has Attended - Many of Your Peers Have Already Come to the OTC Derivatives Event
Here is a sample of organizations that have sent representatives:

Alberta Securities Commission · BMO Financial Group · Blake, Cassels & Graydon · Borden Ladner Gervais · BC Investment Management Corp · BC Securities Commission · BP Canada Energy Group · Bruce Power · Caisse de depot et placement du Quebec · Canadian Bankers Association · Cargill Power Markets · CI Investments · CN Investment Division · Concentray Financial Services Association · Consensys · Credit Agricole Corporate & Investment Bank · Dentons Canada · Fidelity Investments Canada · Finance Canada · HSBC Bank Canada · Husky Energy · Ivesco Canada Ltd. · Mackenzie Investments · McCarthy Tetrault · McMillan · National Bank Financial Group · Office of the Superintendent of Financial Institutions · OMERS · Ontario Financing Authority · Ontario Ministry of Finance · RBC Capital Markets · Scotiabank · Shell Energy North America · Stikeman Elliot · Suncor Energy · TD Securities · TMX Group · Torys · TriOptima · UBS · Vanguard
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 Provisi
  • on
  • State Investment Funds
Related Events in Tax, Finance, Accounting, and Risk Management

Canadian Accounting & Reporting - Calgary 2018s
Calgary, Alberta · November 20 - 21, 2018
Risk Management for the Public Sector
Ottawa, Ontario · January 22 - 23, 2019
Public Sector Internal Controls - Toronto
Toronto, Ontario · March 26 - 27, 2019
OTC Derivatives Regulation - Toronto
Toronto, Ontario · May 14 - 15, 2019

[ Register | Day 1 | Day 2 | Venue | ]



OTC Derivatives Reform is once again heating up in Canada with the looming introduction of National Instruments 93-101 and 93-102. The Business Conduct Rule and the Derivatives Registration Rule will both likely require preparation and changes throughout your organization.

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.

Hear straight from the Canadian Securities Administrators 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.

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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