Derivative Path

📈 In uncertain times, banks and credit unions need stability and innovation to support their communities and drive growth. Zack Nagelberg, CRO at Derivative Path, shares insights on how financial institutions can leverage smart hedging strategies and digital solutions to thrive in dynamic markets. Read the full article here to understand how banks can sustain growth and protect their balance sheets. 👉 Empowering Bank & Credit Union Success in Times of Change https://hubs.la/Q02XTT3p0 #Banking #CreditUnion #FinancialServices #HedgingStrategies #RiskManagement #StabilityAndGrowth #DerivativePath

Derivative Path in the News! 🎉 Isaac Wheeler, MD of Balance Sheet Strategy at Derivative Path, was featured in S&P Global Market Intelligence's latest article, "Bank NIMs Poised for 2025 Expansion as Loan Yields Improve, Funding Costs Fall." 📰 Isaac shared insights on how banks can strategically position their balance sheets to capitalize on this evolving financial landscape. As loan yields rise and funding costs decrease, our expertise continues to guide banks and credit unions through these pivotal shifts. Read the full article to see how Isaac's perspectives are shaping the conversation: https://hubs.la/Q030kGpg0 #ThoughtLeadership #BankingInnovation #FinancialStrategy #DerivativePath

🎯 Join us at Bank Director's Acquire or Be Acquired 2025 for an exclusive Lunch & Learn session: "Building a Derivatives Playbook: 3 Tailored Strategies for 3 Bank Profiles." 📅 Sunday, January 28 at 12:25 pm 📍 JW Marriott Phoenix Desert Ridge Resort & Spa This session, featuring Isaac Wheeler, Frank Fiorilli, and Chaz Berkeley, CPA, will dive into actionable strategies to help banks navigate complex derivatives programs tailored to their specific needs. 💡 Interested in attending? We’re offering discounted passes for banks and credit unions! Reach out to our team to secure your promo code today. #AOBA2025 #BankingInnovation #RiskManagement #BankingStrategy #DerivativePath #LunchAndLearn

Post-Election Hedging Strategies: Navigating Uncertainty with Confidence The political landscape impacts financial markets in powerful ways. 📈🌍 Learn how banks and credit unions can stay ahead with robust hedging strategies post-election. Explore actionable insights on interest rate risk management, balance sheet protection, and more. 📖 Read the full Insights here: https://hubs.la/Q02ZbXkP0 Discover how to protect your institution and unlock opportunities amidst market turbulence. #HedgingStrategies #RiskManagement #BankingInnovation #ALMHedging Derivative Path Isaac Wheeler Jordan Wank

Meet the Derivative Path team at the Bank Director Acquire or Be Acquired 2025 conference! We’re excited to connect with industry leaders, share insights, and explore how banks and credit unions can thrive in today’s dynamic market. 📅 January 26-28 📍 JW Marriott Phoenix Desert Ridge, Phoenix, AZ Stop by to meet our experts: 👥 Isaac Wheeler, Managing Director, Balance Sheet Strategy 👥 Frank Fiorilli, Managing Director, Bank Solutions 👥 Matt Blangiardi, Global Payments 👥 Ellie Sipe, Associate Reach out for your promotion code for discounted passes if you’re in banking or a credit union—don’t miss this opportunity to engage with our team! See you there! #AOBA2025 #Banking #CreditUnions #FinanceConference #DerivativePath #MeetTheTeam #Networking

🔒 Protecting Capital and Liquidity Through Hedging 🔒 With the recent banking crisis highlighting vulnerabilities in interest rate risk management, regulators are turning up the scrutiny on HTM securities and liquidity requirements. Jordan Wank and Isaac Wheeler explore how pay-fixed swaps can offset investment portfolio losses and preserve liquidity. Discover how Portfolio Layer Method (PLM) enhancements make hedging a more flexible and powerful tool for banks of all sizes. Preserving Liquidity and Capital with Portfolio Hedging https://hubs.la/Q02XzRcY0 #Banking #InterestRateRisk #HedgeAccounting #LiquidityManagement #PortfolioHedging #DerivativePath Derivative Path

⏳ Navigating Uncertainty: The Cost of Inaction in Risk Management In times of volatility, inaction isn’t a safe choice. Our newest article highlights why proactive risk management is essential for financial resilience and growth. Explore the potential costs of inaction and strategies to navigate uncertain markets effectively. 👉 Read the full article: https://hubs.la/Q02Whr8s0 #RiskManagement #FinancialResilience #MarketVolatility #TreasuryStrategy #DerivativePath #FinancialServices

📈 Interest Rates on the Rise: Just a Month Makes a Difference 📉 In our September webinar, only 8% of participants expected the 10-year yield to rise above 3.86%. Today, it’s already hit 4.21%! This rapid shift underlines how quickly the financial environment can change—and the importance of staying prepared. At Derivative Path, we’re here to help you navigate these volatile waters with real-time insights and strategic tools. Curious about where rates might head next or how to adapt your hedging strategy? Let’s keep the conversation going - reach out today info@derivativepath.com https://lnkd.in/ePiv3kTG #InterestRates #RiskManagement #FinancialMarkets #Hedging Frank Fiorilli Isaac Wheeler

Great conversation between Michael Perito and Isaac Wheeler on how banks can navigate the uncertainty of interest rates. Isaac shares some sharp insights into balancing growth while mitigating rate risk—critical as we head into 2024. Definitely worth a listen for anyone in banking and finance. https://lnkd.in/eAY4uHAS #interestrates #hedgingstrategies #bankingindustry #2024election Derivative Path

Beyond Maintenance: Elevating Treasury Management with Advanced Technology 🔎 Discover how cutting-edge technology is transforming treasury management, moving beyond routine maintenance to deliver strategic value. In his latest article, Zack Nagelberg explores the tools and solutions that are driving innovation and efficiency in the financial world. 👉 Read more: https://hubs.la/Q02V4RWc0 #TreasuryManagement #Fintech #FinancialInnovation #TechTransformation #TreasurySolutions Derivative Path