ANREV Lunch Briefing & Webinar Session

19 Apr 2016 - 20 Apr 2016 @ Singapore

 

ANREV LUNCH BRIEFING

TUESDAY 19 APRIL SINGAPORE

WEBINAR SESSION

WEDNESDAY, 20 APRIL 

Sponsored by

 
Impact of Margin Rules for OTC Derivatives on Fund Risk Management

ANREV is pleased to invite you to a lunch briefing in Singapore on 19 April 2016. Mr Matt Hoffman and Mr Joseph Kus of Chatham Financial will share with us the latest details and impact of margin rules for OTC Derivatives on fund risk management.

These are arguably the most significant of the derivative risk mitigation rules to be implemented since the financial crisis, require certain entities to exchange collateral in respect of their uncleared OTC derivatives. Under these new rules, private equity, real estate, infrastructure and microfinance funds may face substantial new requirements.

At this briefing you will:

  • learn more about the final rules and requirements for margin for OTC derivatives in terms of who is impacted
  • understand the key requirements for financial and nonfinancial counterparties
  • get a better understanding of initial margin versus variation margin and how the rules apply
  • gain insight into what market participants need to do to prepare for these requirements
 A webinar session is also available on 20 April for those who are unable to join the lunch briefing.
 
Lunch briefing:
Date : Tuesday 19 April 2016
Time : 12:00 – 14:00 (Registration 12:00)
Location : Sidley Austin LLP Offices, Level 31, Six Battery Road,
    Singapore 049909
Fee    : Free of charge for ANREV members
RSVP : Please email to [email protected]
   
We would like to thank Chatham Financial for sponsoring this event and Sidley Austin for providing the venue.

Webinar:
Date : Wednesday 20 April 2016
Time : 15:00 (Singapore time)
RSVP : Please click here
   

Speakers' bio follows:

  Matt Hoffman is Chatham’s Global Head of Regulatory and Compliance Solutions for financial sponsors, primarily advising private equity, real estate, infrastructure, and microfinance fund sponsors and portfolio companies with regard to compliance with applicable global derivatives regulation, including the Dodd-Frank Act, EMIR, AIFMD, and MiFID/MiFIR, and negotiating ISDA Agreements. Matt has specialized in derivatives regulation since its inception and previously led Chatham’s global corporate team’s regulatory compliance efforts. Prior to that, he was an associate attorney with Duane Morris LLP, specializing in business reorganization and financial restructuring. Matt is a cum laude graduate of Brandeis University, where he earned a BA in Economics, and holds a JD from Columbia Law School, where he received the Outstanding Student Award from the Clinical Legal Education Association.
 
  Joseph Kus is the director of Chatham’s Global Regulatory and Compliance Solutions team in Europe, where he advises European and Asian private equity, real estate, infrastructure, microfinance and corporate clients on compliance with global derivatives regulations. Joseph has over fifteen years’ experience of advising on derivatives and fund regulation. His expertise includes working on the implementation of new regulations such as Dodd Frank, EMIR, AIFMD and UCITS, establishment of fund complexes and negotiating counterparty and trading documentation. Following the collapse of Lehman Bros in 2008, Joseph was extensively involved in the resolution of trades and negotiation of settlements with the administrators of LBIE in Europe. Prior to Chatham, Joseph worked as a Senior Legal Counsel with Deutsche Bank, first with the Global Funds and Derivatives Team and then with the Passive Funds team in London. Before Deutsche Bank, Joseph spent six years at Russell Investments where he worked as a Senior Legal Counsel on funds and derivatives. Joseph graduated from Cambridge University with a law degree.

To download a PDF invitation, please click here