Conference / Seminar, Financial Reporting and Analysis, Institutional Asset Management, Virtual Events & Programming

An Overview of the State of LIBOR Transition

Friday, November 6 | 1:00 PM - 2:45 PM

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Cvent Transition Guide

Overview

LIBOR is referenced in $350 trillion of contracts. The LIBOR Transition implementation is in full speed now and there is no respite from the regulator to pause on plans. Despite COVID-19, financial institutions are facing challenging implementation timelines. Join CFA Society New York as we examine the major implications of the transition, including:

  • What are the legal implications of these changes and how will they impact investors and their investment process?
  • How will investments, including existing investments, be changed by this transition? What is the timeline for the transition and the major risks to execution?

Agenda

1:00 PM | WELCOMING REMARKS

Andrew Ausländer, CFA, FRM, Co-Chair, CFA Society New York Value Investing Group


1:05 PM | PANEL DISCUSSION

Moderator

Peter Went Ph.D, CFA, lecturer, Columbia University


Panelists

Agha Mirza, Managing Director, Global Head of Interest Rate Products, CME Group

Tim Paulson, Investment Strategist, Lord Abbett

Lary Stromfeld, Partner, Member of Management Committee, Cadwalader, Wickersham & Taft LLP

Tom Wipf, Vice Chairman of Institutional Securities, Morgan Stanley


2:30 PM | Q&A


2:45 PM | CLOSING REMARK & ADJOURNMENT

Leo Schmidt, CFA, Chair, CFA Society New York Institutional Asset Management Group

Additional Details

Learning Outcome Statements

Each speaker will discuss each of the three most prominent challenges of LIBOR:

  • Legal implications of contracts that reference LIBOR
  • Curve construction post LIBOR
  • Market implications of transitioning from LIBOR to alternative rates

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