Derivatives and Investment Funds

In the post-crisis era, derivatives have become an increasingly common tool for risk-mitigation and synthetic leverage for investment funds. During this webinar our panel of experts discussed fund-level derivatives, hedging, leverage and evolving regulatory considerations.

Topics Covered:

Hedging

• Overview of hedging strategies for funds
• Introduction to market dynamics
• Regulatory considerations
• Investor dynamics and messaging
• Common documentation challenges and solutions

Leverage

• Overview of typical synthetic leverage products
• Typical securities and commodity law issues
• Common documentation challenges and solutions

Featured Speakers:

• Erica Berthou
  Partner, Kirkland
• Haakon Blakstad
  Chief Commercial Officer, Validus
• Shaun de Jesus
  Managing Director, Wells Fargo Securities
• Jaime Madell
  Partner, Kirkland
• Aaron Schlaphoff
  Partner, Kirkland