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Decision-makers are consistently searching for opportunities for more earnings in this low-rate environment.  In this c. myers live, we discuss considerations for adding derivatives to your strategy.  Joining us to share his expertise is special guest, Ben Lewis, from Chatham Financial. 

Founded in 1991, Chatham Financial partners with over 200 financial institutions, helping to launch and grow borrower-facing swap programs, and providing support for hedge accounting and regulatory obligations.  They execute over $750 billion in transaction volume annually and help clients across industries maximize their value in the capital markets.   

C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models.  Our depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables us to work with our clients as strategic collaborators.  We have the experience of working with over 600 financial institutions, including 200+ of those over $1 billion in assets. 

Please note, c. myers  engages Chatham for valuations of our clients’ derivatives for financial modeling.  However, c. myers remains independent and does not benefit financially should our clients retain Chatham’s services.  Chatham is also independent and does not benefit financially.  

Learn more about Derivatives: 

NCUA finalizes more flexible derivatives rules 

Credit unions: extending asset duration and managing rate risk 

In this bonus clip from Considering Derivatives for Smoothing Earnings and Managing Interest Rate Risk, Rob and Ben expand their conversation and talk about how others are using derivatives in their strategy. 

About the Hosts

Ben Lewis

Ben Lewis is a Managing Director and Global Head of Sales for Chatham’s Financial Institutions practice.  He currently leads their business development efforts in the Western U.S., and since joining Chatham has worked with depositories of all sizes helping them manage interest rate risk through the prudent use of hedging strategies.  Prior to his work with financial institutions, Ben worked with private equity firms and REITs to hedge their interest rate and foreign currency risk.  

Before joining Chatham, Ben served eight years in the U.S. Navy as a P-3C Orion Naval Flight Officer serving in both Operation Enduring Freedom and Operation Iraqi Freedom.  

Ben graduated with distinction from the United States Naval Academy with his bachelor’s degree in economics and is a CFA Charterholder.  Ben has served on the Colorado regional board of HOPE International, a faith-based microfinance institution.  

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