Financial Institutions

Interest rate risk hedging, balance sheet risk management and treasury investment advisory resources for CEOs, CFOs, CLOs and Treasurers at community and regional banks.

  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Mar 2019

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Mar 2019

    We will look at the markets, discuss risk management strategies, touch on the mandatory adoption date of ASU 2017-12 and provide our updated observations on SOFR.

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  • Market Insights - March 18, 2019

    Market Insights - March 18, 2019

    Despite mixed economic data and Brexit concerns, U.S. equity markets marched higher last week, rebounding from sharp declines the week prior.

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  • Invitation: Swaps Tailgate 20191:00

    Invitation: Swaps Tailgate 2019

    Chatham would like to invite you to our second annual Swaps Tailgate. This event helps kick-off BankOnPurpose 2019, the premier global event for commercial banking executives.

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  • Solutions That Grow With Your Bank

    Solutions That Grow With Your Bank

    As your bank grows, either organically or through acquisition, new challenges emerge. Partnering with an independent firm with decades of experience can ensure that your bank’s growth is healthy.

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  • How to Measure the Success of Your Customer Swap Program

    How to Measure the Success of Your Customer Swap Program

    You launched a customer swap program for your financial institution. You may have one swap, or many swaps, under your belt and you want to understand just how successful your program has been.

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  • Preparing for SOFR: Changing the Playbook

    Preparing for SOFR: Changing the Playbook

    This webinar will recap what we know so far about the transition toward risk free rates and provide insight into what financial institution management teams are doing now to prepare.

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Dec 2018

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Dec 2018

    We will look at the markets, discuss risk management strategies, touch on the mandatory adoption date of ASU 2017-12 and provide our updated observations on SOFR.

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  • Video: Tools to Manage Interest Rate Risk

    Video: Tools to Manage Interest Rate Risk

    Interest rate risk is embedded in every financial institution’s balance sheet. Board members should encourage their management teams to consider adding derivatives to their tool kit.

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  • How to Structure, Launch and Build Your Interest Rate Swap Program

    How to Structure, Launch and Build Your Interest Rate Swap Program

    A borrower swap program is a tool to help banks compete for long-term, fixed-rate loans. Success starts with identifying goals, deciding how to resource, and building the program.

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  • Past Performance, No Guarantee

    Past Performance, No Guarantee

    With so many moving parts, assessing the performance of the individuals responsible for managing the investment portfolio can be a difficult task.

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  • Back-to-Back Interest Rate Swaps Explained in 3 Minutes3:47

    Back-to-Back Interest Rate Swaps Explained in 3 Minutes

    Swaps have always been a useful way for banks to manage risk. Currency risk, credit risk and interest rate risk can all be hedged, separating out the different types of risk inherent in a transaction.

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  • Market Insights - March 11, 2019

    Market Insights - March 11, 2019

    After several weeks of gains, U.S. equity markets moved broadly lower last week, primarily driven by global growth concerns, a weak jobs report and a policy reversal from the ECB.

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Aug 2018

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Aug 2018

    We will examined the factors driving the markets and discuss the balance sheet risk management strategies being considered across our client franchise. We also provided an update on the state of LIBOR

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  • 3 Reasons to Partner With an Advisor on Your Investment Portfolio

    3 Reasons to Partner With an Advisor on Your Investment Portfolio

    As rising short-term interest rates flatten the yield curve, the resulting squeeze in bank margins is leading executives to look in every nook and cranny seeking cost savings.

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  • Talking Swaps with PrecisionLender

    Talking Swaps with PrecisionLender

    Our friends from PrecisionLender, sat down with Jimmy O'Boyle from Chatham to talk swaps. They discussed current lending trends and meaningful customer swap program stats.

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  • Market Update: Banking in Uncertain Times - Déjà vu All Over Again

    Market Update: Banking in Uncertain Times - Déjà vu All Over Again

    This webinar provides bankers, relationship managers and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.

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  • Video: Understanding Interest Rate Risk

    Video: Understanding Interest Rate Risk

    This video outlines how interest rates impact the typical bank, and explains the board’s role in mitigating interest rate risk.

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  • LIBOR Transition Raises Basis Risk Fear

    LIBOR Transition Raises Basis Risk Fear

    Chatham's Todd Cuppia is quoted in a Risk article about the transition from LIBOR to SOFR, and how the shift to a secured benchmark could cause dislocation between bank funding and lending rates.

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  • Market Insights - March 4, 2019

    Market Insights - March 4, 2019

    After a busy week on both the economic and geopolitical front, U.S. equity markets edged higher, including the S&P 500 index, which closed above the psychologically-significant 2,800 price level...

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  • How to Measure the Performance of Your Investment Management Team

    How to Measure the Performance of Your Investment Management Team

    Assessing the performance of those responsible for managing the investment portfolio can be difficult. Consider the entire balance sheet strategy and how the investment portfolio complements it.

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