A lot of excellent information was presented. Great resource material to follow up on. - Associate Vice-President, Financial Services
University of Saskatchewan
8th Canadian Event!

Over-the-Counter Derivatives Reform 2019

Address the New Rules and Their Impacts on Your Organization!

May 14 - 15, 2019 · Toronto, Ontario
Featuring These Industry Experts:
Derk Mansi Gonzalez Gorlick Kerr
Reibetanz Fine Marsden Agrawal McPartland
Mahendran Donahue Roche Ching Schillaci
Kabbaj Hwang Palmer Mahendran Tobin
Pallone Unterman Cymbalisty Gorantla Sargent
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 ratio
  • 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 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
Risk Management for the Public Sector Brochure Download Brochure as PDF File
A Snapshot of Previous Participants
These Experts Have Taken Part in Our Previous Events on OTC Derivatives
Agrawal Brault Derk Mahendran
McPartland Tate Unterman
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
  • State Investment Funds
  • Liquidity Management
  • Market Makers
  • Middle/Back Office
  • Institutional Investors
  • Insurance Companies
  • Pension Funds
  • Portfolio Management
  • Regulatory Authorities
  • Software/Technology Provisi
  • on
  • State Investment Funds
  • Hedge Funds
  • Legal Services




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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