Risky Business? Understanding Significant Risk Transfer (SRT) Transactions of Canadian Banks
CFA Society Toronto

Hosted By: Corporate Finance
Level: General
Format: In-Person Luncheon Session
Overview
Significant Risk Transfer (SRT) transactions are becoming a crucial component of modern capital management, enabling banks to manage and mitigate risk more effectively. This seminar will delve into the world of SRT, exploring its benefits and best practices for implementation in Canadian banks. By leveraging expert insights and real-world examples, participants will gain a deeper understanding of how SRT can create value for both, banks and investors Join us for an engaging discussion on the latest trends and innovations in SRT!
Learning Objectives
- Understand SRT Fundamentals: Gain a clear understanding of the structure, purpose, and regulatory framework surrounding Significant Risk Transfer transactions.
- Assess Market Dynamics: Discuss current market conditions affecting SRT issuance, including demand from investors, pricing trends, and the impact of macroeconomic factors.
- Explore Emerging Trends: Examine the latest innovations in SRT structures
- Regulatory Landscape Updates: Analyze recent regulatory changes and their implications for SRT eligibility and risk-weighted asset (RWA) optimization.
- Case Studies and Lessons Learned: Review real-world examples of SRT deals to extract actionable insights.
Some questions that will be addressed:
- How common are SRTs in Canada? Do all the big banks use them?
- Is there a particular type or segment of credit risk that banks transfer to investors through SRTs or is it an all encompassing bucket?
- What are the instruments used in SRTs?
- Who are the most common investors on the other side of SRTs?
- How are SRTs commonly structured in Canada?
Lunch will be provided. If you have any allergies or dietary restrictions please email eventregistration@cfatoronto.ca by January 15th.
CFA Institute Professional Learning (PL) Credit Information:
Eligible for 1 CFA Institute PL credit hours.
Registration Information:
Individual Tickets
- Early Bird Deadline: January 9, 2025
- Registration Deadline: January 19, 2025
Presenting Sponsors
Event Sponsors
CFA Society Toronto Corporate Sponsors
CFA Society Toronto thanks our Corporate Sponsors whose support empowers our activities and mission throughout the year.





