EU OTC Margin FAQs

EMIR Reporting

By law and regulation, EMIR requires companies to report their derivatives transactions (both with dealers and affiliates) to regulators. It can be a struggle to find an operationally efficient solution that is legally compliant and relieves administrative burdens, particularly for companies that have a large number of derivatives transactions and limited internal


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Impact of Margin Rules for OTC Derivatives on Fund Risk Management

 

Impact of Margin Rules for OTC Derivatives on Fund Risk Management
April 20, 2016 | 1PM ET | 1 hour | Online | by Chatham Financial | Recording Available
 
The upcoming margin rules for over the counter (OTC) derivatives, which are arguably the most significant of the derivative


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IEX revolution will restore trust in Wall Street

IEX revolution will restore trust in Wall Street
December 23, 2015, CNBC.com
By Michael Bontrager and Luke Zubrod
“Our firm has spent the last six years responding to Dodd-Frank’s derivatives market regulations and it is our firm conclusion that the core problem in finance cannot be regulated away. To be sure, new regulatory guiderails are


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VIDEO: Internal Compliance Under Dodd-Frank & EMIR

VIDEO: Internal Compliance Under Dodd-Frank and EMIR
Matt Hoffman of Chatham Financial answers your questions such as “What regulatory compliance obligations might my banks not help me with?”, and others regarding Dodd-Frank, EMIR regulations, and, in particular, the ISDA Dodd-Frank Protocols. Thanks for watching!

 

Video Transcript:
Matthew


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VIDEO: Pre-trade Documentation

VIDEO: Pre-trade Documentation
Christina Norland of Chatham Financial discusses the documentation requirements under current Dodd-Frank regulation that must be met prior to trading. Thanks for watching!

 

Video Transcript:
Christina Norland: So, for all transactions that involve U.S. swap dealers or registered, non-U.S. swap dealers, many clients have


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That Shrinking Feeling

Ever notice how many more things come in clear packages at the grocery store? Gone are the days when juices, granola, and frozen pizzas languished in those opaque cardboard containers; now we can see right through most packages to the delicious goodness inside.
Why reveal so much all of a sudden? As Sarah Nassauer


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Superpower Showdown

Fans of superpower action movies often divide into clear ideological camps. Some swear by the shield-tossing Captain America, others by the acrobatic Catwoman, and still others by the techno-gadget-using Ironman. Those with superpowers tend to be solitary creatures, and while there is no shortage of team-based comic books to adapt into blockbuster films, many


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Overpaying for Baking Soda (and Underpaying for Ice Cream)

Every time we run to the grocery store or pharmacy for household staples like baking soda or ibuprofen, we’re faced with a choice – to buy the name brand or the store brand. On the one hand, there’s something reassuring about purchasing a nationally-recognized brand; after all, if they can afford to advertise during


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Derivatives Regulation Case Study: Clearing Selection

Derivatives Regulation Case Study: Clearing Selection
Our Client:
A regional bank that uses derivatives for asset-liability management and offers hedges to its customers in connection with variable-rate loans.
Situation:
The client, who will be required to centrally clear certain derivatives transactions, hired Chatham to evaluate and help in the selection of futures commission merchants (FCMs),


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Regulatory Compliance

Derivative Compliance, foreign currency hedge, Foreign Currency Hedging, foreign currency hedging strategies

Compliance without compromising hedging
OTC derivatives continue to evolve in this era of financial regulatory reform. Dodd-Frank and EMIR regulation are now actively enforced. These new standards have increased complexity and rigor for real estate companies. They must manage derivative-related documentation, policies and resolutions, as well as risk management operations.
While the changes in effect


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