Podcasts about chatham financial

In this episode of Corporate Treasury 101, we speak with Amol Dhargalkar, Managing Partner and Chairman at Chatham Financial, to explore how today's volatile interest rate environment is impacting treasury teams, capital markets, and debt structuring strategies. Amol unpacks practical strategies for funding, risk management, and hedging, along with a Treasury 101 breakdown of derivatives and cross-currency swaps. If you're looking for clear, strategic guidance on navigating financial risk, this is a must-listen episode.Amol Dhargalkar leads Chatham Financial's corporate advisory practice and brings over two decades of experience in helping multinationals and global institutions build resilient capital structures. Under his leadership, Chatham combines advisory expertise with advanced technology, supporting clients with solutions across derivatives, capital markets, and risk management.What You'll Learn in This EpisodeWhy the current macroeconomic environment is seen as a "Goldilocks" economy, and why many treasurers disagreeHow companies can manage funding in a high-rate environment through diversification and capital structure planningThe growing role of cross-currency swaps and interest rate derivatives in risk mitigationWhy simpler FX hedging strategies often outperform complex options in volatile marketsThe evolution of debt structuring, private capital markets, and the impact on both investment-grade and high-yield issuersEpisode Breakdown with Timestamps [00:00] - Introduction & CTP Certification Promo [01:24] - Economic Outlook: The "Goldilocks" Scenario Explained [04:34] - What High-Interest Rates Mean for Treasurers [08:29] - Structuring for Resilience: Diversification & Laddering [10:35] - Investment Grade vs. High Yield Funding Tactics [14:15] - Cash Investment Strategies in a High-Yield World [16:50] - How Rates Impact Debt Structuring & Hedging [27:06] - The LIBOR Transition & Derivatives Market Evolution [39:13] - FX Risk Management: Keeping It Simple [46:53] - AI, Data, and the Future of Treasury Risk Tools [49:03] - Chatham Financial's Global Advisory Mission [56:38] - Final Thoughts on Long-Term Planning & ResilienceFollow Amol Dhargalkar:LinkedIn: https://www.linkedin.com/in/amol-dhargalkar/ Website: https://www.chathamfinancial.com/ Follow Corporate Treasury 101:Website: https://corporate-treasury-101.com/ LinkedIn:https://www.linkedin.com/company/86645197/admin/dashboard/ Follow Hussam & Guillaume:Hussam on LinkedIn: https://www.linkedin.com/in/hussam-ali-6bb69186/ Guillaume on LinkedIn: https://www.linkedin.com/in/guillaume-jouvencel/ Gha Marketing Website:

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In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Mike Bontrager, Founder of Chatham Financial and Team Lead at Square Roots Collective. This conversation explores Mike Bontrager's entrepreneurial journey in the world of risk management. Mike takes us through the processes of building Chatham Financial and emphasizes the importance of building trust and integrity in finance. He shares several lessons on navigating the challenges of entrepreneurship and how prioritizing client trust has fostered long-lasting relationships at Chatham Financial. Mike and Ross also discuss the role of movements in driving systemic change. Mike addresses the importance of collaboration and ethical leadership in shaping a more trustworthy and stable financial industry. Meet Mike Bontrager Mike Bontrager has spent his career starting and operating both purpose-driven for-profit and nonprofit organizations. In 1991, he founded Chatham Financial and built it into the largest independent financial derivatives advisory services and technology firm. In 2019, he retired from Chatham and founded Square Roots Collective (SRC) to launch ventures under one umbrella to cultivate a community where everyone can thrive and meet their potential. Mike holds a BA in economics from Wheaton College and received an MBA from The Wharton School at the University of Pennsylvania.

Mitigating risk has never been more challenging, but today's guest leans on smart data technology, a great relationship with his clients, and over 20 years of working with his very successful firm.We're excited to sit down today with Amol Dharkalkar, who is Managing Partner and Chairman of the Board of Chatham Financial. He is the Global Head of Chatham's corporate sector and brings over 20 years of experience in derivatives capital markets expertise to the treasury and accounting functions that support client strategies and operations.Amol created the corporate sector at Chatham in 2010. He's advised some of the largest corporations in the world in the development, execution, and ongoing management of hedging programs across interest rates, currency, and commodities. Amol has also advised both public and private companies across all industries, including real estate, private equity, telecom, technology, industrials, and healthcare, just to name a few.Amol graduated from Penn State University with a Bachelor's degree in both chemical engineering and economics and received his MBA from Wharton at U Penn, where he was a Palmer Scholar. Highlights:Amol gives us an overview of Chatham and the focus of their work (3:10)Chatham's senior team and work culture (4:26)Amol describes Chatham's clientele and target audience (6:13)Amol tells us about one of the most complex cases Chatham has managed (8:03)What success means to Amol as a consultant (9:53)Amol's outlook on the current economic market and the future of interest rates (10:42)Risk mitigation in business and how to plan for interference (13:07) How Chatham has adopted and adapted technology into their work (14:48)How Amol and his team stay up to date on market developments (17:40)Amol says more about Chatham's recent EA market acquisition and partnerships (18:26)Chatham's recent report on the state of financial risk management (20:10)How companies continue to be successful in the changing economic climate (22:36)Amol's thoughts on M&A, and advice for potential clients (24:16)The current election season's potential effects on businesses (26:15)Amol talks about fluctuating currency valuations and its impact on clients (28:52)Future goals and plans for Chatham (30:30)Links:Amol Dhargalkar on LinkedInChatham Financial on LinkedInChatham Financial WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Welcome to the Corporate Treasury 101 podcast!In today's episode, we discuss the Macroeconomic Outlook & Rising Interest Rates with Amol Dhargalkar from Chatham Financial.Amol Dhargalkar is a seasoned professional with over two decades of expertise in derivatives capital markets. As the Managing Partner and Chairman of Chatham's Board of Directors, he spearheads the Corporates sector, providing invaluable insights to some of the world's largest corporations.Chatham Financial is a pioneering firm specializing in the debt and derivatives markets. Their unique approach combines expert advisory with cutting-edge technology to handle the highest volumes and broadest range of engagements in the field.In the episode of today, expect to learn:How do rising interest rates affect Treasurers and markets, and how can risks be managed?What challenges do companies face with changing interest rates, and how do funding strategies differ?How has debt structuring evolved with shifting rates, and what new strategies are emerging?And… much more!We hope you will enjoy the episode. If that is the case, and when you are thinking about how you found our podcast, chances are it was through word of mouth, social media, or a recommendation from your favorite podcast platform.This is our only request to you. The best way you can support the podcast is to head to YouTube and subscribe to our YouTube channel Corporate Treasury 101, that would mean the world to us, and help more people learn about Treasury! Learn More from Amol Dhargalkar: Click Here.Links & References:Amol on LinkedIn: Click Here.Chatham Financial Website: Click Here.__________________________Learn the fundamentals of corporate treasury by downloading our free ebook at www.corporate-treasury-101.com Connect with us on LinkedIn: https://www.linkedin.com/company/corporate-treasury-101/If you have any questions or topics you want us to tackle in the future, reach out to us on Instagram or email us at contact@corporate-treasury-101.com.

With high interest rates still lurking and causing investors to hesitate going in on deal, it's time to debunk the myth around the state of commercial real estate. As a wholly owned subsidiary of Chatham Financial, USQ has the data to back up their strategies. That's why, today, I talk with Tom Miller, CEO of Union Square Financial (USQ), on what's really happening in the commercial real estate space and how you can still make it big in today's market. Don't believe every headline you read; multifamily, industrial and retail real estate are going strong. Financing rates are up, making growth challenging but not impossible… Continuing to grow rents will definitely help you weather the storm. Capital raising hit a bit of a speed bump since investors are waiting to see what interest rates do next. But, demand for commercial real estate will always be there. As rent growth is easing back to normal and construction slowing down, there's a great outlook for the multifamily sector. Just keep an eye on market data to know what to expect. Target markets with population and employment growth… And think big in major markets.  As long as you keep building your portfolio and continue raising capital, you can compete in this (and any) economy.  So, tune in today to find out just how resilient commercial real estate is and to strategize your next move to raise capital in today's climate! Take Control,  Hunter Thompson Resources mentioned in the episode: Tom Miller Website LinkedIn Interested in investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

This episode of NeuGroup's Strategic Finance Lab podcast stars Amol Dhargalkar, the managing partner, board chairman and global head of the corporates sector at Chatham Financial—the risk advisory firm where he has spent more than two decades, his entire working career. You can hear his interview with NeuGroup founder and CEO Joseph Neu now on Apple and Spotify. Chatham helps corporations develop strategies to hedge their exposures to foreign exchange, interest rates and commodities—often using derivatives. It offers a cloud-based technology platform called ChathamDirect used for risk-analysis calculations, asset valuations, and to streamline accounting and reporting. Amol sat down with Joseph in mid-October at Chatham's campus in Kennett Square, Pennsylvania during a busy week: Chatham sponsored and hosted a NeuGroup meeting of assistant treasurers, and announced the acquisition of EA Markets, a capital markets investment banking firm. That deal is just the latest of Amol's achievements at Chatham; he was named chairman in May of 2022, another sign of his drive and determination. He tells Joseph he only has two speeds—not doing something, or going all the way—both at work and in personal pursuits like running. But as you'll hear, he firmly believes that work and running are team sports. For him, working with colleagues to serve clients paves the road to individual growth and achievement. “We're not the star of the show, the client's the star of show,” he said. “We're there to just come alongside them as a partner and help them achieve whatever their capital markets goals are.”

Amol Dhargalkar and Jackie Bowie (Chatham Financial) join TMI's Eleanor Hill to cover the role of alternative capital sources, and its benefits over traditional means. Our guests identify alternative sources that may be appropriate for treasurers, as well as the drivers behind adoption. Furthermore, they consider the current level of uptake including global hotspots.

Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing market and outlook for rates and the economy. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins to discuss commodities, metals, and crypto. Eileen Mullaney, workforce transformation lead at Vialto Partner's discussing the company's latest findings on labor and work-from-office trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Michael Zeldin, former federal prosecutor with the Department of Justice, and Kailey Leinz, Bloomberg TV and Radio host, join to talk about the fourth indictment of Donald Trump. Drew Reading, Senior Home Builders Analyst with Bloomberg Intelligence, joins to break down Home Depot earnings. Amol Dhargalkar, global head of corporates at Chatham Financial, joins to discuss US real yields reaching a 14-year high and also talks about global economies amid a China slowdown and tightened conditions in the US. Michael Schumacher, Head of Rates and Macro Strategy at Wells Fargo, and Neil Grossman, former CIO at TKNG Capital, join to break down retail sales and Home Depot earnings and how it affects rate hikes for the Fed. Tim O'Brien, Senior Executive Editor with Bloomberg Opinion, and June Grasso, legal analyst with Bloomberg News and host of Bloomberg Law, join to talk about the Trump indictment. Andy Bischof, Utilities Strategist at Morningstar Research Services, discusses the future of Hawaiian Electric after the devastating Hawaii wildfires. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell's comments from this week and the Banks' Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they've been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Matt Pomeroy, Director of Valuation, Reporting, and Analytics for Chatham Financial, discusses the challenge of determining accurate valuations when the market is essentially frozen in place. Without comparable trades, how can investors know what they have? https://www.afire.org/podcast/202307cast/ Fast rising interest rates and fast shrinking demand for office space is a significant challenge for real estate portfolios. Bid/ask spreads have widened to the point that only the most distressed sales can take place. Valuation of real estate values has always depended on comparable trades but what happens when there are almost no trades? Public real estate markets suggest that values have dropped by more than 20%, but in private markets, it is difficult to determine exactly what a portfolio may be worth at this point in time. What is an investor to do then, besides wait? According to Matt Pomeroy, Director of Valuation, Reporting, and Analytics for Chatham Financial, it's “ill-advised” to simply do nothing.“ Pomeroy sat down on April 11, 2023 with AFIRE CEO and podcast host Gunnar Branson to discuss how the industry can find new and better ways to adjust values without comparable transactions.

Turbulent times call for strong financial risk mitigation. Amol Dhargalkar (Chatham Financial) tells TMI that hedging strategies should now become the centre of attention.

Neil Grossman, former CIO at TKNG Capital, joins the program to break down the latest FOMC meeting. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks & Asset Managers Analyst for Bloomberg Intelligence, discusses the government response to the recent bank crisis. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the program to discuss central bank activity and markets. Joel Levington, Director: Credit Research with Bloomberg Intelligence, joins us from the Ford “teach-in” events for analysts and investors on Wall Street, discussing how the company's overhauling its financial reporting structure as it looks to make gains in the electric vehicle market. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, talks about Apple's big bet on producing movies for theaters. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.See omnystudio.com/listener for privacy information.

Last year we saw the beginning of the normalization of interest rates and monetary policy, as central banks responded to accelerating inflation. Show host Gene Tunny talks about the current tightening cycle and when it might end with his colleague Arturo Espinoza. Among other things, Gene and Arturo discuss what history tells us about typical interest rates and returns on capital, referencing UK bank rate since 1694, interest rates on UK government consols, and returns on land written about by Jane Austen and Honoré de Balzac. They also consider whether we might see 17-18 percent interest rates again in Australia, rates which were last seen in 1989-90. Please get in touch with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored. What's covered in EP173What's been happening with interest rates? [3:00]What is monetary policy normalization? [6:00]How many more interest rate increases will be needed? [11:11]Will we have a recession this year? [19:12]Is there a risk that we could get back to the crazily high interest rates seen in 1989-90 in Australia? [24:00]What is the equilibrium rate of interest? What is the real interest rate? [26:54]The main takeaway from this episode: monetary policy is still in a tightening cycle because inflation is too high [38:43]Links relevant to the conversationData released since the episode was recordedAustralian retail trade fell 3.9% in December, suggesting interest rate increases are starting to bite, meaning the RBA faces an even more difficult challenge in deciding how many more interest rate increases to make:https://www.abs.gov.au/statistics/industry/retail-and-wholesale-trade/retail-trade-australia/dec-2022 CBC article “U.S. inflation and consumer spending eased in December, new numbers show”:https://www.cbc.ca/news/business/us-consumer-spending-holidays-1.6728173Nine News story “Inflation in Australia rises to higher-than-expected 7.8 per cent”:https://www.9news.com.au/finance/australia-inflation-consumer-price-index-december-quarter/9ef0ed13-e606-4c9e-b7db-feaccfae39fbInflation targetsUS: 2%; see https://research.stlouisfed.org/publications/economic-synopses/2022/09/02/inflation-part-3-what-is-the-feds-current-goal-has-the-fed-met-its-inflation-mandateAustralia: 2-3%; see https://www.rba.gov.au/inflation/inflation-target.htmlUK: 2%; see https://www.bankofengland.co.uk/monetary-policyBank of Finland article on monetary policy normalisation:https://www.bofbulletin.fi/en/2022/3/what-is-monetary-policy-normalisation/Chatham Financial article on US tightening cycles:https://www.chathamfinancial.com/insights/historical-interest-rate-tightening-cyclesJo Masters, Barrenjoey Chief Economist on how “Everything must go right for Australia to dodge a recession”https://www.afr.com/markets/debt-markets/australia-will-dodge-close-call-recession-20221216-p5c71bChart on historical UK bank rate:https://drive.google.com/file/d/1NDH7WjQBY0ZjWDWgY430qZdrrIf017_4/view?usp=share_linkChart on central bank policy interest rates since 1960:https://drive.google.com/file/d/1Mrzre-ijAKAvrU0j4YeQt71FkTr-gzob/view?usp=share_linkChart on inflation in the US, UK and Australia:https://drive.google.com/file/d/11lp880Wwb9bk_GI5wJ0EQ975h-ZkAuDK/view?usp=share_linkWikipedia article on the Fisher equation:https://en.wikipedia.org/wiki/Fisher_equationWikipedia article on UK consols:https://en.wikipedia.org/wiki/Consol_(bond)Guardian article on “UK bonds that financed first world war to be redeemed 100 years later”:https://www.theguardian.com/business/2014/oct/31/uk-first-world-war-bonds-redeemedWhat Jane Austen can tell us about historical rates of return:https://janeaustensworld.com/2008/02/10/the-economics-of-pride-and-prejudice-or-why-a-single-man-with-a-fortune-of-4000-per-year-is-a-desirable-husband/CreditsThanks to Obsidian Productions for mixing the episode and to the show's sponsor, Gene's consultancy business www.adepteconomics.com.au. Economics Explored is available via  Apple Podcasts, Google Podcast, and other podcasting platforms.

It's the people, not the numbers that are the heart and soul of the treasury industry. And someone who explores that idea in more detail is Amol Dhargalkar, Managing Partner, Board Member and Global Head of Corporates at Chatham Financial, in this week's Treasury Career Corner episode. Amol takes us through his career and why he's been happy to stay at the same company for nearly 21 years. He explains why he believes the most important parts of treasury are working with a great team, communication, learning, and making treasury roles more meaningful. Amol leads Chatham's corporates sector and brings nearly 20 years of experience in derivatives capital markets to support clients in their development, execution, and ongoing management of hedging programs across interest rate, currency, and commodity risk management programs. He has advised both public and private companies across all industries including real estate, private equity, telecommunications, technology, industrials, and healthcare. Amol graduated from Pennsylvania State University with a B.S. in both Chemical Engineering and Economics. He also received his MBA from the Wharton School at the University of Pennsylvania where he was a Palmer Scholar. Chatham Financial are a global leader in financial risk management and specialise in the debt and derivatives markets with solutions that combine expert advisory with proprietary technology. They handle the highest volumes and largest breadth of engagements in our field, giving us the unmatched perspective needed to help you understand and mitigate your organisation's financial risk. They believe that your success starts with access to knowledge, so they connect you to data and insights you can use to make fully informed decisions with complete confidence. And as the largest independent firm in their industry, they think like business owners, not vendors, so they prioritise solutions over selling and relationships over transactions. On the podcast we discussed… Amol's journey towards treasury What he loves about his role The current challenges in the treasury world How to design a team and help them find meaning in their work The benefits of streamlining treasury functions The three traits that make successful treasurers You can connect with Amol on https://www.linkedin.com/in/amol-dhargalkar/ (LinkedIn). Amol's recommended book, http://atulgawande.com/book/the-checklist-manifesto/ (The Checklist Manifesto) Mike's recommended podcast,https://www.httotw.com/ ( How to Take Over the World ) Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. https://treasuryrecruitment.com/jobs (Find out more here). Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts https://podcasts.apple.com/gb/podcast/the-treasury-career-corner/id1436647162#see-all/reviews (click here)!

Clark Maxwell former CEO of Chatham Financial shares his unique leadership formula of high expectation and high love and how the balance between the two is a critical piece of the puzzle in every aspect of his life. Enjoy this insightful conversation and ask yourself - what is my leadership formula?

While the ARRC's December 2021 deadline for no new LIBOR has come and gone, several market participants are still making new LIBOR contracts. The market is also adjusting to the expectation of rising interest rates in the near future. How is this all of this impacting interest rate caps and swaps, and what is the way forward? In this episode, Dechert's Christopher Desmond and Jonathan Gaynor welcome back Chatham Financial's Rob Mangrelli and Matt Hoffman to discuss these developments, including the status of SOFR interest rate caps.

Lauren is the Director & Head of Commodities for the Financial Institutions Group at Chatham Financial, the largest independent financial risk management advisory and technology firm. Having worked internally at finance and audit organizations and externally as an advisor across the finance enterprise, she approaches leadership and the boardroom with a multiple-stakeholder focus. On this episode of the Strategy & Leadership Podcast, Lauren joins us to talk about returning to in-person work, what she's learned from 10 years of board experience, working with hostile board members, board bylaws, and much more. Here's a breakdown of the conversation: - Remote work & returning to in-person (from a boardroom perspective) - What she's learned from her own board experience - On hostile board members & the decision making process - Approach to managing board bylaws // Learn more about strategic planning & implementation: ► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course // More strategic planning resources: ► Join our free community: https://strategy-and-leadership.mn.co/ ► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant ► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade // Connect with us: Blog ► https://www.smestrategy.net/blog Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast Alignment Book ► https://www.smestrategy.net/alignment-book Contact us ►https://www.smestrategy.net/contact Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1 // ABOUT SME STRATEGY CONSULTING: SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster. Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

In an ever increasingly globalized world, exposure to foreign currency risk is something that needs to be kept in a firm's radar at all times. In this podcast, we have with us Russell Raihan, CFO of Knauf, an organisation which has operations in Europe, the USA, South America, Russia, Asia, Africa, and Australia.Operating in over 85 countries means that Knauf has a number of currency rates which need to be monitored and managed continuously. Russell shares with us what finance professionals need to keep in mind when managing both transaction and translation risk, and suggests the optimal ways to predict the foreign currency requirements of an organization. He also shares with us his views about the future of the accounting function and the need for accountants to move away from traditional debit and credit.When there are significant events which have a huge impact on the exchange rate, any business operating in more than one country is exposed to both transaction risk (the risk that the exchange rate may move adverse to its interests) and translation risk (the risk that adverse movements in the rate may result in negative impacts on the organisation's financial statements).It is a common fallacy to consider only the downside risk of forex. Any business which has the risk appetite necessary can engage in transactions with no hedging arrangements to take advantage of any gains that may arise from favourable movements in the exchange rate. There are many firms which do not hedge their risk because they believe that somehow the rate is going to move favourably. They view the volatility in the currency markets as an opportunity instead of a risk, and this view is not entirely incorrect. Invest in your self and explore new learnings, click here and register your details to find out how Ultimate Access can be your learning partner.Chris Towner, who heads and heads the European foreign currency risk management team at Chatham Financial, suggests a seven step approach to setting a foreign currency policy for your firm, in the FM Magazine article.The first step is to set out a strategy. He feels that the best time to do this would be in a neutral market. The next step is to identify the overall exposure to risk. Further, quantifying the risk will help in determining the strategy. Next, the objectives need to be accessed and the responsibility for these objectives are to be assigned to someone. He feels that resting the responsibility on the CFO’s shoulders alone will not be best practice. This strategy which is created needs to be communicated to the whole organization so that they can adjust the credit and settlement terms to suit this strategy. The final step is to continuously monitor both the policy and the environment and fine tune the policy accordingly.

What is the current state of the derivatives market, and could the LIBOR transition lead to market fragmentation? In this episode, Dechert and guests from Chatham Financial discuss the latest on SOFR interest rate caps, the price of SOFR-based products, value transfer in the LIBOR transition and more. Original episode date: August 14, 2020 

How to Win Business From Big Banks With Sophisticated Lending Hosts - Sharon Lorman, Vice President, The Kafafian Group, Inc.        Rich Trauger, Managing Director, The Kafafian Group, Inc.        Jeff Marsico, Executive Vice President, The Kafafian Group, Inc. Guests - Matthew Tevis, Managing Director, Head of Sales, Chatham Financial         Zohar Goshen, Founder & CEO, Meteci

Welcome back to the podcast! On this episode I interview Brent Whiteman. Brent is a former Air Force officer who transitioned to Corporate America as a Derivative Trader in 2015. He holds a BS in Management from the United States Air Force Academy, and, upon commissioning, Brent was afforded the opportunity to attend Harvard where he earned an MPP in Business and Government Policy. Brent launched his career at Chatham Financial, a consulting firm focused on risk advisory relating to debt and asset protection. Brent was a Contracting officer during in the Air Force. He'd never really dealt with derivatives trading and risk hedging in the areas of real estate, foreign exchanges and commodities. To get up to speed Brent initially spent a lot of time learning and asking questions of his team members who had the willingness to help him increase his knowledge. He devoted himself to putting in the work. He attributes much of his success to ensuring that he made his boss' job easier. The trick? "[Take] care of some of their mental shelf space in order to make their job easier." Lastly, Brent mentioned he's eager to work and eager to learn, focusing on high quality and excellence every day. We also dig into Brent's day-to-day as a Derivative Trader. While he said no two days are alike, he spends much of his time advising Private Equity and Private Real Estate clients on how to hedge against financial risk. He works with all levels of clients from asset managers all the way up to the Chief Financial Officer. Brent also discusses navigating his career while taking geographic preferences into account. Brent started his career in Philadelphia and now lives and works in Denver. He shares some great insight and perspective on the topic. Lastly he recommends Tools of Titans by Tim Ferris to anyone interested in learning more about how some of the most successful people in the world find and achieve success in life. He also gives some great advice to soon-to-transition officers: BE CONFIDENT! Don't focus on what might happen 6 months from now. Instead, focus on successfully launching your career knowing that you can and likely will pivot down the road. To learn more about turning your JMO leadership skills into a successful transition and business success with Cameron-Brooks, visit our website and check out PCS to Corporate America. You can also follow us on Facebook, Instagram, LinkedIn, and Twitter.

Lauren Harrell Website: https://www.chathamfinancial.com/ Lauren currently serves as a Head of Commodities for the Financial Institution Group at Chatham Financial, an independent global leader in debt and derivatives advisory. Known for her strategic thinking and vision, she has built and scaled an innovative commodity derivative hedging business line for regional and community banks who lend to oil and gas producers. She brings together people, process, and technology to develop and deliver on strategy, business development, operations, marketing, client relations, and implementation. Throughout her career, Lauren has had roles in finance, banking, credit, Treasury, auditing, internal controls, risk management and lending. She has been recognized as an industry leader and is a faculty member at the ABA Stonier Graduate School of Banking hosted by Wharton at the University of Pennsylvania, creating their Derivatives elective course for industry professionals. Lauren has been interviewed by American Banker and Risk Management Association for her subject matter expertise in the areas of risk, derivatives, and energy. She has also been a guest speaker at Villanova, Gordon College, and West Chester University. Recently, Lauren was named to VISTA.Today’s Millennial Superstar 40 Under 40 List for Chester County. She has also served on over a dozen not for profit and for profit boards. Currently, she serves on the Advisory Board of WSFS Bank (NASDAQ: WSFS), a $12B bank that serves the Delaware Valley region. Additionally, she serves as Chair of the Chester County Food Bank, was appointed to the Chester County Women’s Commission serving as their Vice President, is a Trustee for the Chester County Hospital Foundation serving as their Audit Chair, and serves on the Board of Historic Kennett Square as their Vice Chair. Lauren holds a CPA license and is also a Chartered Financial Analyst. She received her undergraduate degree in Criminal Justice at the University of North Carolina Wilmington and a master’s degree with a concentration in Finance from Gonzaga University. She is also a graduate of the ABA Stonier Graduate School of Banking and holds a Certificate in Leadership from The Wharton School of Business at the University of Pennsylvania. She is a member of the CFA Institute, American Institute of Certified Public Accountants (AICPA) and the National Association of Corporate Directors (NACD). Lauren lives in Landenberg, PA with her husband and daughter. In this episode, we discuss: How to keep your options open in your career The importance of mentorship, networking, and building relationships to career advancement Investing in yourself to achieve career goals The value of having someone advocate for you How to reduce or eliminate reactivity in business The need for more women in leadership roles How women approach decision-making from collaboration The future of women in the workplace

Today I’ve got a special episode for you. Covid has turned the world upside down, the mass unemployment - the world has changed dramatically overnight. I’m joined today by Amol Dhargalkar from Chatham Financial. Amol’s going to give us some good insights to what his clients are seeing specifically around risk management, derivative, hedge accounting - there’s a lot going on there. Market volatility is back and all of a sudden things changed dramatically.   In this episode: What does Amol hear from his clients about liquidity and cash Can everyone get hold of their cash if the banks work remotely The pre-issuance hedging side The loss aversion’s significant impact on people’s decision making The trend happening on hedge accounting point of view Market volatility for the clients Record investment bond issuance Focus on liquidity Opportunities from a treasury perspective   Links Amol’s LinkedIn Profile

Military to business transition doesn't have to be risky — especially if you have the right partner who knows how to make the transition successfully.  However, it does require one to step outside of your comfort zone. Cameron-Brooks Alumnus, Mike Burns, is a former Navy Nuclear Surface Warfare Officer who made the successful transition in 2014.  On this episode of the podcast, he shares how he partnered with Cameron-Brooks to learn more about his marketability, navigated the transition and willingly stepped outside of his comfort zone to land a career at Chatham Financial. Mike initially approached his career search believing he needed to interview for only engineering project management roles that directly related to his functional experience as a Navy Nuclear Trained Surface Warfare Officer.  By partnering with Cameron-Brooks, he conducted a wide career search and was able to interview for a broad range of positions that included Engineering Project Management, Consulting, Finance and more.  In the end, he chose a consulting career with Chatham, an opportunity he would have never considered before partnering with Cameron-Brooks. In addition to sharing his transition experience, Mike also explains why his company values JMOs and the model he uses in managing his career. During the podcast Mike and I also talk about a recent podcast we published on the transition and how it relates to doing a hike and the LinkedIn Veteran Opportunity report from 2019. These all lend insight into how military to business transition doesn't have to be risky. Enjoy listening! Curious to learn more about consulting careers for military officers?  Or the career fields we represent? Click here. To learn more about turning your JMO leadership skills into a successful transition and business success with Cameron-Brooks, visit our website and check out PCS to Corporate America. You can also follow us on Facebook, Instagram, LinkedIn, and Twitter.

Organizations that rely on Libor as a benchmark rate need to prepare for its potential end in 2022. But while Federal Reserve and the Alternative Reference Rates Committee (ARRC) have been working diligently to help companies make the transition, many are still not prepared. There are a number of steps that treasurers need to take—and they need to start making them now. In this episode of AFP Conversations, sponsored by Santander, Amol Dhargalkar, Managing Director for Chatham Financial, and Jennifer Earyes, CTP, Head of CFO Strategic Initiatives for Navient and a member of several ARRC workgroups, explain how this major paradigm shift will impact treasury and finance professionals. To learn more, check out AFP's Libor Transition Guide at https://dynamic.afponline.org/libor/ 

Amol Dhargalkar is a Managing Director and member of Chatham’s Operating Committee. He leads the Global Corporate Sector serving public and private corporations focusing on interest rate, foreign currency and commodity risk management. He joined Chatham in 2001 and launched its Corporate Sector offerings in 2007. Amol has advised a broad spectrum of public and privately held companies as well as corporate private equity sponsors on the structuring, implementation, and accounting of their risk management programs totalling more than US$500 billion in hedged notional. Thank you for listening. Please help us grow and inspire this wonderful community. Our mission is to share the wealth of knowledge within the treasury and finance community and inspire diversity. Please SUBSCRIBE, DOWNLOAD AND REVIEW OUR SHOW. Feel free to write to me: simon@treatsurytalent.com  Treasury Talent Podcast on Instagram Simon Lynch on LinkedIn  

Evan Marble, a member of Chatham Financial’s hedge advisory team, was a guest on the latest edition of Nareit’s REIT Report podcast. Marble discussed the planned transition away from the London Interbank Offered Rate (LIBOR) in favor of the Secured Overnight Financing Rate (SOFR). LIBOR is currently the predominant interest rate benchmark for the dollar and other global currencies and is referenced in instruments with “hundreds of trillions” of dollars of notional value, he noted. LIBOR is expected to be discontinued after 2021. SOFR was released on April 3 and is now publicly available. In July, Fannie Mae issued the market’s first-ever SOFR securities, followed by the World Bank and MetLife in August. “The market’s transition from LIBOR as a base borrowing index impacts most if not all of our real estate clients and the market broadly,” Marble said. It will impact newly-issued and legacy floating rate mortgages, corporate lines of credit, bank term loans, commercial mortgage backed securities (CMBS), as well as the market for interest rate hedges, he explained.

More banks are reaching further out the yield curve in their loan portfolios to meet customer demands but, increasingly, advisers believe institutions need to proceed with caution. In the episode, experts from PIMCO, Sandler O’Neill, Chatham Financial and PrecisionLender discuss rate risk and how banks focused on funding will ultimately prove the winners.

Jim Young and Dallas Wells sit down with Jimmy O'Boyle of Chatham Financial to talk swaps. You'll learn about the 2017 benchmark stats tracked by the Trading Desk, and what they mean for commercial banks. Interested in hanging out with Chatham during their Swaps Tailgate at the BankOnPurpose Conference? You can register here!  https://info.chathamfinancial.com/Event-SwapsTailgateBankOnPurpose2018_Registration.html   https://www.chathamfinancial.com/

Michael Bontrager founded Chatham Financial in 1991 and continues to serve as CEO. Luke Zubrod is Director of Strategic Initiatives; he works on ways to advance Chatham’s market impact and organizational culture, including initiatives that strengthen civil discourse within the firm. Mike was honored by Ernst & Young with an Entrepreneur of the Year award in 2015 in the services category, which recognizes those who demonstrate excellence and extraordinary success in innovation, financial performance, and personal commitment to their businesses and communities. Mike has an MBA from the Wharton School. Stew, Mike, and Luke discuss what’s called a “multiple bottom line” or “triple bottom line” approach to business—focused not just on making money but on what social and environmental impact an organization can have. Financial services companies seem to lag behind in taking this more holistic approach. Chatham Financial is on a quest to be a model and catalyst for restoring trust in capital markets. Mike and Luke explain what they’re doing differently at Chatham by treating each employee interaction and each client engagement as an opportunity to build trust, looking out for the long-term best interest of the client even if that means forgoing the fees that stem from transactions. See acast.com/privacy for privacy and opt-out information.

Interest rates are on the rise -- and many treasury and finance professionals have never operated in this environment. AFP Conversations host Ira Apfel interviews Amol Dhargalkar, Managing Director for Chatham Financial, to get his insights on implementing an interest rate hedging program. Dhargalkar advises companies on financial risk management, and he says the number of organizations seeking his advice is on the rise since the Fed raised funds in March.