Publications

Subscribe

Subscribe to receive latest industry trends and insights

The End of IBOR<br>ISDA IBOR Fallbacks Protocol and Solutions for Managers

The End of IBOR
ISDA IBOR Fallbacks Protocol and Solutions for Managers

by Poseidon Retsinas and David Balass October 26th, 2020 IntroductionThe financial world is moving on from Interbank Offered Rates (“IBORs”).…
PB Negotiation. Part 2 – Protecting Against Prime Broker Failure; 12 Years After Lehman

PB Negotiation. Part 2 – Protecting Against Prime Broker Failure; 12 Years After Lehman

12 years on from Lehman, Prime Broker failure remains a risk. This article explains the key negotiation points and considerations…
Operational Leaders Podcast with Terence J. O'Malley

Operational Leaders Podcast with Terence J. O'Malley

Poseidon Retsinas Tackles Trading Agreements For The Buy Side Trading agreements are lengthy and complicated. The consequences of missing an…
How Fund Managers Can Mitigate NAV Triggers’ Impact on Trading Agreements

How Fund Managers Can Mitigate NAV Triggers’ Impact on Trading Agreements

With the outbreak of the coronavirus and the subsequent social upheaval, markets have become increasingly volatile. That volatility has resulted…
Clearing Up The Uncleared Margin Rules (UMR): A Comprehensive Guide for Hedge Fund and Asset Managers

Clearing Up The Uncleared Margin Rules (UMR): A Comprehensive Guide for Hedge Fund and Asset Managers

Poseidon Retsinas, Founder & CEO, HedgeLegal      Joseph Spiro, Director of Product Management, Hazeltree April 1, 2020 (updated on May 28,…
Coronavirus Crisis (COVID-19): Force Majeure under the 2002 ISDA Master Agreement

Coronavirus Crisis (COVID-19): Force Majeure under the 2002 ISDA Master Agreement

Poseidon Retsinas, Founder & CEO, HedgeLegal                                                       Alexander Robinson, Legal Counsel, HedgeLegal      March 25, 2020 INTRODUCTION In the wake of the…
Coronavirus Crisis (COVID-19): Key Concerns for Hedge Fund and Asset Managers with respect to Trading

Coronavirus Crisis (COVID-19): Key Concerns for Hedge Fund and Asset Managers with respect to Trading

CLIENT ALERT Poseidon Retsinas, Founder & CEO, HedgeLegal Alexander Robinson, Legal Counsel, HedgeLegal      March 16, 2020 INTRODUCTION The outbreak of…
Prime Brokerage Agreement Negotiation <br> Everything a Hedge Fund Needs to Know – Part 1

Prime Brokerage Agreement Negotiation
Everything a Hedge Fund Needs to Know – Part 1

by Poseidon Retsinas, Founder & CEO, HedgeLegal    INTRODUCTION The Prime Brokerage relationship serves as a cornerstone in the success of…
Choosing your Prime Broker

Choosing your Prime Broker

Choosing your prime broker (PB) or futures clearer (FCM).  Sometimes you know who to use – there is a preexisting…