Jerome is a strategic finance partner based in our New York office. He has extensive experience advising banks, asset managers, and corporate treasury clients on all aspects of their brokerage, derivatives, repo and other trading activities, including a wide range of derivatives (equities, fixed income (including loan TRS and structured CDS credit notes), rates, FX, futures, commodities) and structured repo transactions. He also specializes in securitization transactions, including CLO transactions, synthetic TRS and structured repo transactions financing securitized notes collateralized by loan/bond portfolios, and trade receivables securitizations. Jerome is a regular speaker at ISDA conferences and has written articles for publications such as the Hedge Fund Journal and International Finance Law Review.
Jerome received his BA (1st class) from Cambridge University. He was the recipient of the Daiwa Anglo-Japanese Foundation scholarship, working as a journalist in Japan prior to becoming a lawyer. He is qualified in New York and England.
- HSBC, UBS and Scotiabank on multiple cash and synthetic prime brokerage negotiations (including complex committed facilities and margin lock-up arrangements) opposite hedge funds such as Tudor, D.E. Shaw, Elliott, Millennium, Two Sigma, BlackRock and Citadel.
- A leading global financial institution on an $830m multi-jurisdictional asset-based lending facility opposite six Goldman Sachs Asset Management funds.
- A group of leading global corporates in the technology, consumer, and food & beverage sectors on the development of template swap documentation utilizing hedge fund risk mitigation technology and other corporate treasury matters.
- Chicago Parking Meters on an innovative long-tenor, forward starting interest rate swap opposite a syndicate of swap counterparties.
- A group of leading global investment managers on all aspects of their prime brokerage, derivatives, repo, and other trading documentation, including committed financing and margin lock-up arrangements.
- Inter-American Development Bank on the innovative use of credit default swap technology to exchange first loss exposure under their project finance loan portfolio with other multilateral finance institutions (including the World Bank) to achieve better ratings treatment for its bond issuance program.
- Isramco on the first Israeli gas royalties receivables financing transaction opposite a syndicate led by Deutsche Bank.
- A leading global industrial group on two trade receivables securitization transactions relating to its U.S. subsidiaries, arranged by Citigroup and ABN AMRO Bank.
- Danone Group on its international trade receivables securitization transaction involving 15 originators and six jurisdictions.
- Equity investors on a $1.63 billion trademark monetization transaction.
- A leading global financial institution on numerous loan and bond portfolio financing transactions using structured repo and total return swap technology, opposite counterparties such as Guggenheim, Oaktree, Apollo and Ares.
- Several leading private equity sponsors on deal-contingent FX /rates hedges in connection with multi-billion dollar leveraged M&A financings.
- Mitsubishi UFJ on structured repo and total return swap financing transactions relating to CLO securities, mortgage-backed securities and loan portfolios.
- UBS on several issuances of credit-linked notes linked to the performance of credit default swaps referencing pools of fixed income securities or indices to tranche first/ second loss risk exposure.
3 World Trade Center
175 Greenwich Street, 51st Floor