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Derivative and Debt Advisory Services

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Links

The Federal Reserve
U.S. Department of Treasury
International Swaps and Derivatives Association
Financial Accounting Standards Board

  • FASB 133
  • FASB 157

Council of Development Finance Agencies (CDFA)
Global Association of Risk Professionals (GARP)
Government Finance Officers Association (GFOA)
Healthcare Financial Management Association (HFMA)
International Association of Financial Engineers (IAFE)
National Association of Bond Lawyers (NABL)
Urban Land Institute (ULI)

Services

Derivative Advising

  • Pre-execution
  • Required Hedging
  • Trading Swaps, Options, and Other Hedging Instruments
  • Existing Hedges
  • Accounting Treatment
  • Taxable / Tax-Exempt Structuring
  • ISDA Review and Negotiation
  • Hedging Policy Formation and Review

Debt Portfolio Advising

  • Loan and Collateral Analysis
  • Counterparty Analysis
  • Debt Refinance Structuring
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Translator

Recent Insight

  • Caveat Emptor on Swaps, Same As It Ever Was
  • 2012 Interest Rate Forecast – Cardea Partners
  • The Case Against LIBOR

Links

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Contact Information

  • Cardea Partners West: (925) 988-0703
    Cardea Partners East: (440) 892-8000
    Cardea Partners Southeast: (954) 642-1270
    Email: info@cardeapartners.com
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