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Foreign Currency Risk Management

Access our knowledge, expertise, and insights to manage your foreign currency risk.

Mitigate the impact of adverse local currency movements on your funds and portfolio companies to safeguard your investment performance.

  • Quantify exposure. Identify your FX risk and hedging strategies to achieve the optimal risk profile.

  • Increase confidence. Benchmark your FX hedging program against your private equity peers.

  • Maximize efficiency. Get the pricing and structure you want while maintaining bank relationships.

  • Ease your burden. Achieve best-in-class ISDA and CSA documentation while streamlining FX operations.

Our foreign currency risk expertise

Private equity investors who purchase foreign assets run the risk that movements in local currency rates can materially increase the volatility of your expected return. Chatham can mitigate this risk by helping you understand your risk profile, quantifying your exposures, and identifying appropriate hedging strategies to meet your specific circumstances and desired outcomes.

Our expertise encompasses both fund-level and investment-level foreign currency hedging needs, including share class hedging, FX capital structure optimization, and EBITDA/cash flow hedging programs. For deal-contingent FX hedges, we help you identify potential FX exposures within the deal and implement an appropriate sign-to-close hedging strategy that protects the deal economics and reduces the negative impact of unfavorable currency movements.

Chatham handles all aspects of designing and implementing your hedging policy. We advise on the optimal number of bank counterparty relationships to ensure optimized terms while minimizing your operational burden. We establish FX lines with banks, we provide best-in-class trade execution, and we negotiate ISDA and CSA documentation. With a dedicated team of advisors on EMIR, Dodd-Frank, and regulatory compliance, we can relieve you of regulatory onboarding process burdens.

As the leading non-bank FX advisor for private equity, we have a broad and deep perspective on derivatives market activity. This gives you access to market insights, including pricing trends and best practices. Because we execute thousands of FX transactions annually, we can leverage our market presence to ensure efficient pricing through competitive auctions or negotiations, while maintaining the integrity of the all-important relationships with your banks.

Access advantage

As a leader in financial risk management, our mission is providing you with expert guidance and insight, so you can thrive in an increasingly complex and globally connected world. We transform our expertise and knowledge into your opportunity.

  • An extension of your team

    Our experts bring you unparalleled insights and deliver best-in-class financial strategies without you having to add new resources.

  • Unmatched perspective

    The greatest volume and breadth of engagements in the industry create unrivaled market intelligence you can use to make informed decisions.

  • People-powered technology

    Insights and knowledge of our financial risk experts, backed by one of the most sophisticated technology platforms in the industry.

Our team

  • Brian Conly

    Managing Partner, Board Member
    Global Head of Private Equity and Infrastructure

    London

  • Joshua Rusin

    Director
    Hedging and Capital Markets

    Private Equity | London

  • Jon Skeem

    Managing Director
    Hedging and Capital Markets

    Private Equity | Kennett Square, PA

  • Jordan Helmberger

    Managing Director
    Hedging and Capital Markets

    Private Equity | Kennett Square, PA

We’d like to hear from you

Contact us to learn more about how Chatham can help you manage foreign currency risk.

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Interest rate risk

Learn how we help private equity firms use hedging strategies to minimize interest rate risk exposure.

Hedge accounting

Get expert advice on structuring and monitoring hedges to achieve optimal financial statement impact.