Customer Hedging Programs: Strategies for Success
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Maria Krejci
Head of Derivative Products
HTLF Bank
Summary
Join us for a webinar where our experts dive into our latest back-to-back swap benchmark report. Gain valuable insights into the diverse interest rate risk management hedging strategies employed by financial institutions, and hear firsthand from a practitioner about their experience in growing a successful customer hedging program. Discover comparative analyses of customer swap transactions across various regions, years, and bank asset sizes, providing you with a deeper understanding of market trends and best practices.
Key takeaways
- Analyze the benchmark statistics report in detail to gain insight into current swap program themes
- Learn how institutions actively manage fees, drive volumes, and measure success
- Explore how hedging strategies evolved in response to the current rate environment
- Best practices and strategies for optimizing your program for success
About the speakers
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Ben Lewis
Managing Director
Head of SalesFinancial Institutions | Denver
Ben Lewis is a Managing Director and Global Head of Sales for our Financial Institutions team. He leads business development efforts in the Western U.S. and works with depositories helping them manage interest rate risk. -
Jim Andersen
Director
SwapdeskFinancial Institutions | Kennett Square
Jim Andersen is a member of Chatham’s Financial Institutions advisory practice and works to assist bankers in their origination efforts through the prudent use of interest rate derivatives. -
Maria Krejci
Head of Derivative Products
HTLF Bank
Maria Krejci is the Head of Derivative Products at HTLF Bank - a $20 billion bank (headquartered in Denver, CO) serving clients across the West, Southwest and Midwest.
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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