Derivatives Regulation Case Study: Regulatory Compliance Assessment Our Client: A Fortune 100 technology company with international operations and multiple hedging programs involving exchange-traded and over-the-counter (OTC) derivatives across different asset classes, including foreign exchange, interest rates, and credit. Situation: The company was concerned about the impact of new derivatives regulations on its hedging programs, including how the parent company and numerous subsidiaries might be classified under Title VII, what new regulatory requirements might apply, and the extent to which hedging costs may increase due to new regulatory requirements. The client’s hedging programs spanned multiple global regulatory jurisdictions and included several different entities including both financial and nonfinancial entities. Summary: Chatham conducted an in-depth review of the hedging programs, spending two days onsite at the client’s premises to interview stakeholders within the company, including representatives from treasury, risk, operations, legal, and…

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Recognizing the unique nature of real estate funds, including the sheer number of transactions, the global investments scale, and the fact that most funds have very lean operations, Chatham brings more than 20 years of experience and comprehensive knowledge of the real estate capital markets with services tailored to the industry. Real estate funds value our pricing transparency and efficient market execution, holistic strategic thinking on portfolio and transactional risk, and ability to ease administrative burdens associated with hedging and regulatory compliance. We don’t think strictly in terms of hedging products, we seek to understand your investment goals, and advise you on the overall solution. Since our success-based fee structure is tied to deal execution, we don’t burden your business with dead deal costs or watching the clock. We not only understand the nuances surrounding a particular deal, but also…

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Our more than 20 years of experience and comprehensive knowledge of the real estate capital markets, makes us keenly attuned to the unique nature of real estate funds, the sheer number of transactions, and the reality that most funds have very lean operations. Whether it is pricing transparency and efficient market execution, our holistic strategic thinking surrounds portfolio and transactional risk. We also ease the administrative burdens associated with hedging and regulatory compliance. Real estate fund managers value our ability to partner with them in areas in which they need support. We don’t think strictly in terms of hedging products, but rather seek to understand investment goals and offer relevant solutions. Our success-based fee structure is tied to deal execution, so that you are spared dead deal costs and watching the clock. Through this partnership we not only understand the…

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