Expert Conversations with Chatham

In this episode of Expert Conversations: Beyond, Reuben Daniels and Laura Grant explore the rare U-shaped yield curve, seen only 3% of the time in the past 50 years. What does this unusual shape suggest about the future of interest rates and the broader economy? How should financial leaders interpret the divergence between market expectations and central bank signals? With historical context, strategic insights, and practical guidance, this episode helps you navigate the uncertainty and prepare for potential shifts in the capital markets.

Show notes:

Chatham Financial website

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About our Speakers:

Laura Grant is a Managing Partner and Chatham Financial’s President, leading the global sector businesses and operations of the firm. In her role as President, and as a member of board of directors, Laura provides strategy and capital markets expertise.

Reuben Daniels is a Managing Director and Global Head of Investment Banking. Reuben provides capital markets strategies and capital raising access for our corporate and financial sponsor clients to achieve their business and financial objectives.

In our second episode of Expert Conversations: Beyond, Kern Roberts and Benoit Duhil de Bénazé explore the challenges and opportunities in deal structuring and M&A activity. They highlight the importance of financial risk planning, discussing strategies such as pre-hedging, scenario analysis, and managing multi-currency exposures to help mitigate exposure in volatile markets.

Show notes:

Chatham Financial website

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About our Speakers:

Kern Roberts leads Chatham’s Global Accounting Advisory team, overseeing the team's strategic direction and operational excellence. Kern sits on the European and North American Accounting Working Groups of the International Swaps and Derivatives Association (ISDA).

Benoit Duhil de Bénazé is a member of Chatham’s European Private Equity team. He helps clients with their risk management, from FX deal-contingent hedges in multibillion, cross-border M&A to large interest rate financing/ refinancing situations.

This episode of Expert Conversations: Unpacked features insights from Jackie Bowie and Moritz Sterzinger from a recent interview with Jonathan Goldstein, Co-Founder and Chief Executive Officer, Cain International. Jackie and Moritz dive deeper into Jonathan's perspectives on global economic challenges and strategic leadership, focusing on the importance of agility, innovation, collaboration, and informed decision-making.

Show notes:

Expert Conversation with Jonathan Goldstein

Chatham Financial website

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About our speakers:

Jackie Bowie, Managing Partner and Head of EMEA at Chatham, provides guidance and strategy for the European and APAC regions. She is a member of Chatham’s board of directors and our Senior Leadership team, and brings over 25 years of financial markets expertise to advise clients in the real estate and private equity industries.

Moritz Sterzinger is on Chatham’s Private Equity and Infrastructure Hedging and Capital Markets team based in London. This team assists clients with interest rate hedging analysis, structuring, and execution. He focuses on the DACH region, the Netherlands, and the Nordics.

Matt Henry, Chatham's Managing Partner and CEO, and Jonathan Goldstein, Co-Founder and Chief Executive Officer, Cain International, discuss the evolving landscape of commercial real estate, empathy and humanity in leadership, the value of long-term relationships in business, and more.

Show notes:

⁠Chatham Financial website⁠

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About our speakers:

Matt Henry is Chatham’s Chief Executive Officer, leading the firm's global operations. He joined Chatham in 2004 and helped launch and lead the real estate practice. Under his leadership, Chatham has become the largest independent financial risk management advisory and technology firm. Matt received his bachelor’s degree in business and economics from Wheaton College and his MBA from the University of Michigan.

Jonathan Goldstein is co-founder and chief executive officer of Cain International, an alternative asset manager specialising in real estate investment solutions. As of September 30, 2024, the firm held $17.7 billion in assets under management through its real estate equity, credit, and private equity platforms. Established in 2014, Cain is a partnership between Mr. Goldstein and Eldridge Industries.

In this episode of Expert Conversations: Beyond, Amol Dhargalkar, Reuben Daniels, and Mark Weiss explore the key priorities and trends shaping the capital markets that may impact 2025 strategies. They discuss the critical factors influencing financing decisions for the coming year and beyond.

Show notes:

⁠Chatham Financial website⁠

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About our speakers:

Amol Dhargalkar is a Managing Partner and Chairman for Chatham’s Board of Directors. He brings over 20 years of experience in derivatives capital markets expertise to the treasury and accounting solutions that support our clients’ strategies and operations.

Reuben Daniels is a Managing Director and Global Head of Capital Advisory. Reuben provides capital markets strategies and capital raising access for our corporate and financial sponsor clients to achieve their business and financial objectives.

Mark Weiss is a Managing Partner, board member, and Head of Real Estate for Chatham. He brings over 30 years of commercial real estate experience working in senior roles in investment management, specialty finance, and mortgage originations and securitizations.

In this episode of Expert Conversations: Unpacked, we explore key capital markets themes as year-end approaches, focusing on inflation and fiscal policy, as well as concerns for voters in the 2024 elections. Join Casey Irwin and Tom Miller as they discuss central bank strategies and emphasize proactive management for clients navigating an evolving market.

Show notes:

• Semiannual Market and Economic Update
• Navigating 2025: Key Trends and Strategies in Capital Markets
• Chatham Financial website
• Provide feedback

About our speakers:

Casey Irwin, Managing Director of Strategic Account Management at Chatham, ensures that clients with broad and complex needs are served with excellence. Prior to her current role, Casey worked on the Global Real Estate Valuation team, providing fair values of debt assets and liabilities for real estate funds, as well as on the hedging team to advise real estate and private equity clients on interest rate and foreign exchange risk.

Dr. Thomas Miller, Chief Executive Officer and Chief Investment Officer of Union Square Capital Partners, focuses on USQ's interval fund strategies. Previously, he was Head of Manager Research at Nationwide Investment Management Group and a product manager at Delaware Investments.

Disclaimers:

This material is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. It is being provided merely for illustrative and educational purposes and to provide a framework to assist in the implementation of an investor’s own analysis and an investor’s own view on the topic discussed herein.

The information and opinions expressed are as of the date indicated, and may change as subsequent conditions vary. USQ does not undertake or accept any obligation or undertaking to update this video in the event that circumstances change in the future. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by USQ to be reliable, but are not all inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions is accepted by USQ, its officers, employees, affiliates or agents. Reliance upon information in this material is at the sole discretion of the reader.

In our first episode of Expert Conversations: Unpacked, we explore themes from a previous video interview with Suzy Welch — such as authenticity in the workplace, generational work-life boundaries, evolving mentorship roles, genuine work relationships, and learning from failures. Join Jon Skeem and Becky O’Loughlin as they unpack these key insights.

Show notes:

• Expert Conversation with Suzy Welch
• Chatham Financial website
• Provide feedback

About our speakers:

Jon Skeem, Managing Director and Global Head of Private Equity and Infrastructure at Chatham, specializes in helping clients craft interest rate and foreign currency hedging strategies. He has advised on financial risk for over $300 billion in hedged notional across corporate private equity, infrastructure, and real estate sectors.

Becky O’Loughlin, Chatham’s Chief People Officer, leads global people strategy and operations to foster high performance for clients. Previously, Becky worked in management consulting with Accenture and served as Chief People Office for Amplity Health, where she was named Delaware Valley CHRO of the Year in 2021.

This podcast episode explores the definitions of authenticity and personal values, Gen Z culture, and evolving workplace dynamics. Join Chatham’s CEO, Matt Henry, and Suzy Welch, Professor of Management Practice at NYU Stern School of Business, as they delve into these topics and more.

Show notes:

Chatham Financial website 

About our speakers:

Suzy Welch is a Professor of Management Practice at NYU Stern School of Business, where she teaches courses on authentic living and developing managerial skills. She is also a Senior Advisor at the Brunswick Group, is a regular contributor on CNBC, and is known for her best-selling books, including “10-10-10: A Life-Transforming Idea.”

Matt Henry is Chatham’s Chief Executive Officer, leading the firm's global operations. He joined Chatham in 2004 and helped launch and lead the real estate practice. Under his leadership, Chatham has become the largest independent financial risk management advisory and technology firm. Matt received his bachelor’s degree in business and economics from Wheaton College and his MBA from the University of Michigan.

What will happen to interest rates for the remainder of 2024? Chatham's CEO Matt Henry and Joseph LaVorgna, Chief Economist of SMBC Nikko Securities America, discuss how anticipated interest rate cuts, election results, and other factors will impact the economy.

Show notes:

Chatham Financial website 

About our speakers:

Joseph LaVorgna, Managing Director and Chief Economist at SMBC Nikko Securities America, oversees the firm’s macroeconomic research. Previously, he served as Chief Economist at the White House National Economic Council and held top economist positions at Natixis CIB Americas and Deutsche Bank.

Matt Henry is Chatham’s Chief Executive Officer, leading the firm's global operations. He joined Chatham in 2004 and helped launch and lead the real estate practice. Under his leadership, Chatham has become the largest independent financial risk management advisory and technology firm. Matt received his bachelor’s degree in business and economics from Wheaton College and his MBA from the University of Michigan.

Published on: April 11, 2024

In this Expert Conversation, we examine the real state of CRE, the housing crisis in NYC, and the concept of the modern office as an ecosystem. Chatham’s CEO Matt Henry and Jeff Blau, CEO of Related, discuss these topics and more.

Show notes:

Chatham Financial website

About our speakers:

Jeff Blau, CEO and partner at Related Companies, has overseen over $60 billion in real estate developments for more than 25 years. He directs the company’s strategic direction and management and has served on numerous boards, including Equinox Holdings and the Central Park Conservatory.

Matt Henry is Chatham’s Chief Executive Officer, leading the firm's global operations. He joined Chatham in 2004 and helped launch and lead the real estate practice. Under his leadership, Chatham has become the largest independent financial risk management advisory and technology firm. Matt received his bachelor’s degree in business and economics from Wheaton College and his MBA from the University of Michigan.

Published on: December 14, 2023