Derivative Path

A First for the Industry: Bringing Swap Marketers Together Derivative Path recently hosted an inaugural Swap Marketer Symposium, the first industry event designed exclusively for swap marketers at regional banks. Derivatives sales professionals from regional banks across the country came together in Chicago for a day of panels, small group discussions, and networking. Attendees shared insights on improving sales performance, tactics to advance deals through the pipeline, and best practices to scale a growing customer swap program. The feedback from attendees has been outstanding, and we’re excited to expand this forum to an even broader audience next year. The event was facilitated by the leadership of Derivative Path’s Bank Solutions team: Frank Fiorilli (Managing Director) and Ramon Rodriguez (Managing Director), with keynotes delivered by Zack Nagelberg (Chief Growth Officer) and Pradeep Bhatia (co-founder and CEO). 📸 Photos from the event below. #SwapMarketerSymposium #CapitalMarkets #InterestRateSwaps #Derivatives #DerivativePath #ClientEngagement #FinancialInnovation

We’re proud to see our team’s expertise featured in American Banker where Isaac Wheeler shared insights on the Fed’s latest rate decision. At Derivative Path, we help banks and credit unions navigate shifting rate environments with clarity and confidence. 🔗 https://hubs.la/Q03M9BJN0 #RiskManagement #Banking #InterestRates #DerivativePath

We’re thrilled to announce that Derivative Path has been named Americas Risk Management Advisory Firm of the Year and Americas Derivatives Technology Provider of the Year by GlobalCapital's 2025 Americas Derivatives Awards. These dual awards recognize the unique strategic model we have built, combining deep advisory expertise with best-in-class cloud-native technology to help clients manage complexity, automate operations, and execute with confidence. In our Q&A with GlobalCapital, Robert Showers highlighted how we are addressing today’s macro and market challenges. This includes holistic exposure visibility, AI-enabled trade ingestion, cross-asset integration, and innovations across commodities and cross-border payments. This recognition reflects the strength of our strategy and reinforces our momentum. We are grateful to our clients, partners, and team for making this possible, and we look forward to delivering even greater impact in the year ahead. 👉https://hubs.ly/Q03LnZGR0

🏆 Double Win at the Global Capital Awards 2025 🏆 We are proud to announce that Derivative Path has been named Risk Management Advisory Firm of the Year and Derivatives Technology Provider of the Year at this year’s GlobalCapital Awards. Representing the dream team, Haseeb Babar, Laura Hannafin and Ciccy Yang accepted the awards on behalf of the firm. Their leadership and dedication reflect what makes Derivative Path exceptional. These honors recognize our commitment to innovation, consistency, and delivering results for our clients across the derivatives and capital markets space. #GlobalCapitalAwards #DerivativeEDGE #RiskManagement #CapitalMarkets #FintechLeadership #ClientSuccess

🌟 At Derivative Path, client success means more than answering the phone. Every call is met by an expert who knows the business, and every touchpoint builds trust. Read from our CTO, Christopher Renaud, how we are combining human-first service with smart innovation to deliver world-class support: https://hubs.la/Q03KyKL70 Led by Anushree Mallick our client success model is built on live expertise, transparency, and innovation. Recognized for world-class support, we put people first while scaling with smart technology. #ClientSuccess #FintechInnovation #FinancialServices #Leadership

Join the Conversation on Balance Sheet Strategy We're proud to sponsor the Travillian Next Forum, October 8–9, where our own Isaac Wheeler Managing Director at Derivative Path, will join a top-tier panel of experts. They'll explore how banks can modernize and elevate their balance sheet management strategies. 🔗 https://hubs.la/Q03G8KZG0 #BalanceSheetManagement #BankingInnovation #NEXTForum #DerivativePath #Fintech

📉 Inflation trends are shaping expectations for the Fed’s next move. S&P Global featured insights from Isaac Wheeler Managing Director of Balance Sheet Strategy at Derivative Path on why the September Fed meeting may mark a shift from last year’s recalibration cuts toward a sustained easing cycle. “The benign print should pave the way for a 25-basis-point rate cut in September and suggests we may finally transition from the one-time recalibration cuts of 2024 toward a sustained easing cycle.” Read more here: https://hubs.la/Q03GncyS0 #FederalReserve #InterestRates #RateCuts #BankingStrategy #RiskManagement

📊 With July’s CPI numbers aligning with market expectations, attention turns to the Fed’s next move. In Crowdfund Insider, Isaac Wheeler of Derivative Path highlights the implications for banks navigating shifting rate environments: “Institutions hedging rising rates have increasingly turned to options-based strategies like collars to minimize potential downside should rates fall.” Explore the full coverage here: https://hubs.la/Q03G1F8t0

Attending Jack Henry Connect in San Diego? 📍 Stop by Booth 210 to meet Matthew Petrik and Ellie Sipe from Derivative Path. Learn how our Global Payments platform helps banks deliver smarter and faster cross-border transactions. While you're there, enter to win a Yeti Roadie cooler and walk away with global payment insights your clients will appreciate. 📅 September 8 to 11 | San Diego, CA #JackHenryConnect #BankingInnovation #GlobalPayments #CrossBorderFX #DerivativePath #Fintech

Attending Jack Henry Connect in San Diego? 📍 Stop by Booth 210 to meet Matthew Petrik and Ellie Sipe from Derivative Path. Learn how our Global Payments platform helps banks deliver smarter and faster cross-border transactions. While you're there, enter to win a Yeti Roadie cooler and walk away with global payment insights your clients will appreciate. 📅 September 8 to 11 | San Diego, CA #JackHenryConnect #BankingInnovation #GlobalPayments #CrossBorderFX #DerivativePath #Fintech