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Webinar

Net Investment Hedging Strategies for Today’s Market

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Date:
March 30, 2022 at 2 p.m. EDT
Duration:
60 minutes
Availability:
On Demand
  • Kevin Jones

    Director
    Treasury Advisory

    Corporates | Kennett Square, PA

  • Yinan Yu

    Director
    Accounting Advisory

    Corporates | Kennett Square, PA

Summary

Treasury teams are increasingly pursuing net investment hedging opportunities to minimize FX risk and interest rate expense across their global footprints. In this webinar, we will discuss why corporates employ this strategy, how they determine the appropriate hedging instruments and trade sizing, the application of hedge accounting treatment, and how they communicate strategies and outcomes to stakeholders.

Key takeaways

  • Examine the market dynamics driving corporate net investment hedging strategies
  • Learn the mechanics of net investment hedging through cross-currency swaps, FX forwards, and non-derivative instruments
  • Understand hedge accounting complexities

About the speakers

  • Kevin Jones

    Director
    Treasury Advisory

    Corporates | Kennett Square, PA

    Kevin Jones serves Chatham’s corporate clients in interest rate and foreign currency hedging advisory. Kevin’s expertise spans risk quantification and analysis, hedging strategy development, market dynamics, and trade execution.
  • Yinan Yu

    Director
    Accounting Advisory

    Corporates | Kennett Square, PA


Disclaimers

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.

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