We review your current interest rate and foreign exchange risk profiles. Assess whether existing hedge strategies are adequate and effective.

We believe that there are no “right” answers for how much or how to hedge. We do however believe that given your choice of risk tolerance, it is possible to identify a point on the curve that brings down your cost while maintaining your risk profile.

We coordinate competitive bid process on your behalf. This includes:

  • Coordinating a bid process with your selected bank partners, including term sheets and credit charge solicitations
  • Assist in the preparation of accounting and effectiveness testing
  • Execution of market hedges
  • Review trade confirmations for accuracy

LionSide is an adaptive investment and hedge advisory firm. We do not limit ourselves to particular strategies or asset classes. We think through the possibilities to see where and how our skills can unleash intrinsic value.

Some examples of where we can help:

  • Deal contingent hedging for FX and interest rates
  • Hedging auto residual values in leasing transactions
  • Yield enhancement

LionSide advises clients who meet the definition of Qualified Eligible Persons under CFTC Regulation 4.7(a). For more information, please send us an email to info@lionside.com