A selection of engagements, anonymised to protect client confidentiality. Detail available on a call where appropriate.
ASX-listed bank · Treasury & capital markets
Situation
A CEO of an ASX-listed corporate carrying significant interest rate exposure needed a hedging approach that could withstand a volatile rate environment, board-level scrutiny and an impending merger.
Work
Designed the interest rate and funding framework end to end: the exposure view, the instrument considerations, hedge structure and governance, in language the board could interrogate and approve.
Outcome
Embedded as Group Treasurer and elevated to executive level for over a year, until the merger was complete.
European private debt fund · Interest rate risk
Situation
A European private debt fund managing a diversified emerging markets loan portfolio needed sharper interest rate risk oversight and a way to model and stress-test hedging against a complex book.
Work
Delivered phased interest rate risk analysis and built a bespoke derivatives pricing tool, alongside briefing materials on the rate environment and scenario analysis to support the fund's decisions.
Outcome
The fund gained a repeatable way to price and stress its hedging decisions, and a clearer line of sight on the interest rate risk sitting across the portfolio.
Australian fintech · Stablecoin and treasury strategy
Situation
An Australian fintech required institutional-grade risk management in the construction of a hybrid treasury comprising stablecoin and traditional fixed income assets.
Work
Delivered a comprehensively scoped treasury framework with liquidity waterfall analysis and a clear implementation roadmap, and set out the options for managing its currency and rate exposure.
Outcome
The client received a robust framework for managing their treasury.
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