Derivative Path

Matt Petrik is in Orlando this week for the BAFT Global Annual Meeting, and Part 2 of his "Beyond Risk Management" series dropped today. The article covers two of the four pillars of revenue enablement for regional and community banks: embedded pricing control and the automation infrastructure that makes profitable scale possible. If you are at BAFT and working on international payments or FX derivatives programs at your institution, it is worth a read before you run into him. hubs.la/Q04fdtzQ0

Q1 earnings calls told us what banks were hedging. On May 7th, Isaac Wheeler and Jordan Wank will show you how - dissecting Q1's most popular hedging strategies using ALM Strategy Builder, our new standalone ALM analysis platform, including how to position for non-parallel rate moves heading into a Warsh Fed. We'll cover: * What bank earnings calls reveal about peer hedging activity in Q1 * How to evaluate trade-offs between swaps, caps, and collars against your balance sheet * Why non-parallel rate shocks matter more than ever in the current environment Register here: hubs.la/Q04dJPy00

The Fed meets this week, and all eyes are on what could be Jerome Powell's final news conference as chair. USA Today turned to our own Isaac Wheeler, Managing Director of Balance Sheet Strategy, for perspective on the Powell-to-Warsh transition and what it means for markets. Isaac's take: while there are real differences between the two leaders for those watching the market daily, the broader reality is that this is one of the more conventional moves out of the current administration. Rates aren't likely to shift dramatically just because of a change at the top. For banks and credit unions navigating rate uncertainty, that perspective matters. The fundamentals of sound balance sheet strategy don't change with a new chair. What matters is how you're positioned today and what tools you have to respond when the landscape eventually shifts. Read the full article here: hubs.la/Q04dyS4V0 #FederalReserve #InterestRates #BalanceSheetStrategy #BankingLeadership #DerivativePath

How do regional banks scale FX services without replacing everything they already have? The answer is a hybrid model that gives banks direct control over core nostro currencies while preserving existing correspondent relationships. Read our latest Q&A to find out how. hubs.la/Q04dfMXV0 #RegionalBanking #ForeignExchange #TrueNostro #DerivativePath #BatonSystems

Derivative Path and Baton Systems have partnered to deliver TrueNostro, a front-to-back FX and nostro management solution purpose-built for regional and mid-market banks. For banks that have outgrown the single correspondent model, TrueNostro provides direct control over core nostro currencies, real-time balance visibility, and settlement optimization, while preserving existing liquidity provider and correspondent relationships for the full range of client needs. Read the full announcement here: hubs.la/Q04cY3tV0 #ForeignExchange #RegionalBanking #Payments #TrueNostro #DerivativePath #BatonSystems

S'mores, sunset, and serious conversations about derivatives. Not a bad Tuesday in Grand Cayman. Derivative Path and Withum hosted a fireside beach gathering at GAIM Ops Cayman last night and we loved every minute of it. Great people, great views, and a few sticky marshmallow situations. If we missed you, we are here through April 22. Come find us. #GAIMOpsCayman #DerivativePath #Withum #GAIMOps

Are your derivatives and FX capabilities generating revenue or just managing compliance? For most regional banks, it is the latter. Matt Petrik explains why in Part 1 of our new "Beyond Risk Management" series. hubs.la/Q04ct16N0

NEWS: FirstBank (Nashville, TN) is the first bank live on our International Payments solution, connected through Jack Henry's Treasury Management and powered by Wells Fargo FX Payment Solutions. Regional and community banks can now offer competitive cross-border payments to commercial clients, no new infrastructure required. hubs.la/Q048T7kQ0 #CommunityBanking #InternationalPayments #FXPayments #CrossBorderPayments #FinTech #TreasuryManagement

Sensitivity analysis is not risk management. It's a starting point. And most institutions are treating it like a finish line. A our latest piece on AIMA: Worth a read for CFOs, Treasurers, and ALM Officers thinking seriously about how their scenario frameworks hold up in a market that doesn't move in straight lines. hubs.la/Q048fLq70

Risk management has outgrown point solutions and spreadsheets. In the final installment of our Reframing Risk series, Chief Product Officer Kristin Kelly explains how a centralized SaaS platform turns fragmented risk workflows into a scalable, board-ready operating model. Read it here: hubs.la/Q047m7K90 (Article 4 of 4 | Reframing Risk series) #RiskManagement #Derivatives #SaaS #DerivativePath #CapitalMarkets

Most institutions treat hedge accounting as a compliance finish line. The institutions that get it right treat it as a starting point. In the third article of our Reframing Risk series, Hedge Accounting Director Von Garces explains how embedding hedge accounting earlier in the risk lifecycle reduces audit risk, shortens close cycles, and improves decisions across the organization. Read it here: hubs.la/Q0465Szg0 #HedgeAccounting #RiskManagement #DerivativePath #Derivatives #CapitalMarkets

Global capital raising is a growth strategy. Currency risk is a dealbreaker. Fund managers targeting international LPs can't afford to treat foreign exchange as an afterthought. Yet many still do. Share class hedging has become a competitive differentiator for sponsors expanding beyond domestic capital pools. But most managers underestimate what it actually takes to run it at scale. Brian McLaughlin, our Managing Director of Sales and Client Relations, breaks down the operational reality and where technology makes the difference. Worth a read before your next fundraiser - hubs.la/Q045KD9r0 #PrivateEquity #FXHedging #RiskManagement #AlternativeInvestments

Global capital raising is a growth strategy. Currency risk is a dealbreaker. Fund managers targeting international LPs can't afford to treat foreign exchange as an afterthought. Yet many still do. Share class hedging has become a competitive differentiator for sponsors expanding beyond domestic capital pools. But most managers underestimate what it actually takes to run it at scale. Brian McLaughlin, our Managing Director of Sales and Client Relations, breaks down the operational reality and where technology makes the difference. Worth a read before your next fundraiser - hubs.la/Q045KD9r0 #PrivateEquity #FXHedging #RiskManagement #AlternativeInvestments

Most risk teams produce sensitivity analysis regularly. Very few use it to actually make decisions. The problem isn't effort. It's structure. Static shocks answer a narrow question. Siloed views of IR and FX exposure obscure the full picture. And when analysis isn't tied to defined risk objectives, it becomes descriptive rather than prescriptive. In our latest insight, Patrick Burns breaks down why sensitivity is a starting point, not an endpoint, and what it takes to build a framework that drives real risk decisions. Read the full article: hubs.la/Q0458V120 #RiskManagement #InterestRateRisk #Derivatives #HedgeAccounting #CapitalMarkets

Boards, risk leaders, and operations professionals are at a crossroads. Traditional spreadsheet-based approaches to interest rate and FX risk are no longer enough in a world of heightened volatility and governance expectations. In the first installment of our Risk, Reframed series, Rob Showers explores why Excel alone cannot keep pace with the complexity institutions face today and what it takes to move from measurement to strategic insight. Read Part 1: Beyond Excel: Why Interest Rate and FX Risk Management Has Reached an Inflection Point 👉hubs.la/Q0446Y1T0 Follow us for the full series and ongoing insights into modern risk management practices. #RiskReframed #RiskManagement #IRRisk #FXRisk #Governance #ThoughtLeadership

We are looking forward to Global Alts Miami 2026. Join Derivative Path at the Miami Beach Convention Center, February 23 to 26, for one of the premier gatherings in the alternatives space. Our team, including Robert Showers, Joedy Tran, Chris Ham, and Ellie Sipe, will be onsite and eager to connect with professionals across the alternatives community. We welcome conversations with fund managers, investors, operating partners, and industry service providers focused on risk management, capital markets strategy, and global payments. If you are attending, stop by Booth 1918 to connect with the team, or reach out in advance to schedule time. #GlobalAlts #iConnections #AlternativeInvestments #PrivateMarkets #CapitalMarkets #DerivativePath

We are proud to announce that co-founder Zack Nagelberg has been promoted to President of Derivative Path. Since co-founding the company, Zack has been instrumental in building Derivative Path into a trusted partner for more than 300 capital markets participants, including banks, credit unions, and alternative investment managers. His leadership in forging strategic partnerships and deepening client relationships has expanded our platform's reach across the derivatives lifecycle. As President, Zack will guide enterprise-wide priorities and lead the execution of our long-term growth strategy as we scale to meet accelerating demand for modern risk infrastructure across financial institutions, private equity, private credit, and corporate treasury. The founding leadership team of CEO Pradeep Bhatia, President Zack Nagelberg, COO John Fleming, and Chief Innovation Officer Frank Purnell remains deeply committed to the company's mission and its most ambitious chapter yet. Read the full announcement: hubs.la/Q043K9zC0 #DerivativePath #Leadership #CapitalMarkets #DerivativesTechnology #RiskManagement

Great to see the recognition in the press for our partnership with CloudMargin. Thanks to the A-Team Insight team for the coverage. Check out the article to learn how this integrated approach is bringing together derivatives workflow and collateral management: hubs.la/Q042w9kH0 #fintech #capitalmarkets #derivatives #collateralmanagement #bankingtech #partnership

🚨 New Partnership Announcement We’re thrilled to announce our strategic partnership with CloudMargin, the world’s first and only cloud-native collateral and margin management platform. By integrating DerivativeEDGE® and CloudMargin, we’re delivering a truly end-to-end solution for OTC derivatives and collateral management. ✅ Front-to-back workflow ✅ STP and real-time data exchange ✅ Faster client onboarding ✅ Audit-ready compliance “This partnership exemplifies what true complementarity looks like in capital markets technology.” – Zack Nagelberg, Chief Growth Officer, Derivative Path Read the full release: hubs.la/Q042nt0b0 #capitalmarkets #derivatives #fintech #collateralmanagement #bankingtechnology #regtech #cloudsolutions

Thank you to Bank Director for another outstanding Acquire or Be Acquired conference. AOBA continues to be one of the best forums for meaningful conversations with bank leaders across the industry. Congratulations to our own Frank Fiorilli, winner of the L. William Seidman Golf Tournament. Well played and well deserved. Most importantly, it was a great opportunity to reconnect with clients and build new relationships throughout the week. We appreciate everyone who spent time with the Derivative Path team. We are already looking forward to AOBA 2027. #AOBA26 #AOBA27