Finance Law Institute

2017 Finance Law Institute Program and Schedule

Friday, August 4, 2017 | 9:00am – 12:30pm

Only experience finance law attorneys may apply. Apply Today

The 2017 Finance Law Institute will be held in San Francisco, CA on August 4 as part of the National LGBT Bar Association’s 2017 Annual Conference & Career Fair.  The Institute is a space for the leading legal minds involved with finance law, as it pertains to the LGBT community, to share ideas and network.

The Institute will host experienced practitioners and academics focusing on financial legal issues affecting the LGBT community. Participants will share their collective wisdom and discuss cutting-edge legal strategies.

To create an environment that encourages the free flow of information, registration is limited. The meeting will be closed and the proceedings will not be recorded.  We do anticipate the Institute to qualify for 3.0 credits of continuing legal education (CLE).

To help guarantee that the level of discourse remains at a high level, and to ensure that all participants are able to contribute meaningfully to the conversation, we are asking that interested parties submit their information and apply today.

9:00 a.m. - 9:50 a.m.Derivatives

Greg Todd, Managing Director and Associate General Counsel, Bank of America Merrill Lynch
Peter Malyshev, Partner, Reed Smith
David Lucking, Partner, Allen & Overy
9:50 a.m. - 10:50 a.m.Capital Markets

Daniel Winterfeldt, Partner, Reed Smith
Chris Leuking, Partner, Latham & Watkins
Ike Osaki, MD, General Counsel, Latin America and Managing Director, Bank of America Merrill Lynch
10:50 a.m. - 11:00 a.m.Break
11:00 a.m. - 11:50 a.m.Enforcement

Cate Whiting (invited), Senior Counsel, Division of Trading and Markets, SEC
Jane Jarcho (invited), Deputy Director of National Exam Program, SEC
11:50 a.m. - 12:00 p.m.Break
12:00 p.m. - 12:30 p.m.Roundtable Discussion

For approved applicants, the cost to attend the Finance Law Institute is included in the registration fee for the 2017 Annual Conference.