Award-winning tech and advisory for interest rate and FX derivatives. GlobalCapital's 2024 Risk Advisory Firm & Derivatives Tech Provider of the Year.

San Francisco Bay Area
Joined July 2013
Houston, Oct 21 at 1:15 pm: Matt Petrik is a featured panelist on "The Future of Cross-Border Payments for Regional Banks." Scott will be there too, representing Derivative Path and Baton. If you know someone attending, point them to the session. #BAFT2026 #CrossBorderPayments #TrueNostro #DerivativePath #Baton #RegionalBanks
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Kansas City, we're coming for you. Matt, Scott, and Ellie will be at Booth #1422 at Jack Henry Connect, Oct 19-21, with Baton. Stop by to talk TrueNostro and enter to win a Yeti cooler. Please share, tag, and send your bank contacts our way. #JHConnect2026 #TrueNostro #DerivativePath #Baton #CommunityBanking #FinTech
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Houston, Oct 21 at 1:15 pm: Matt Petrik is a featured panelist on "The Future of Cross-Border Payments for Regional Banks." Scott will be there too, representing Derivative Path and Baton. If you know someone attending, point them to the session. #BAFT2026 #CrossBorderPayments #TrueNostro #DerivativePath #Baton #RegionalBanks
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Kansas City, we're coming for you. Matt, Scott, and Ellie will be at Booth #1422 at Jack Henry Connect, Oct 19-21, with Baton. Stop by to talk TrueNostro and enter to win a Yeti cooler. Please share, tag, and send your bank contacts our way. #JHConnect2026 #TrueNostro #DerivativePath #Baton #CommunityBanking #FinTech
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We're proud to share that Derivative Path has been named Americas Risk Management Advisory Firm of the Year at the GlobalCapital Americas Derivatives Awards 2026, marking the seventh consecutive year we've received this recognition. This recognition reflects the work our team does every day to help institutions manage risk with clarity and confidence, from deal-contingent hedging to portfolio risk hedging to FX execution. It's a credit to our clients who trust us with that work, and to the team behind the platform and the advisory that makes it possible. Congratulations to everyone at Derivative Path and thank you to GlobalCapital for the recognition. Ciccy Yang, Koby Cohen, and Olivia Parisi accepted on behalf of the team at last night's awards dinner. #DerivativePath #RiskManagement #Derivatives #GlobalCapital
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Missed "The FX Growth Mandate"? We left it up for you. FX volumes are outgrowing bank infrastructure. Matt Petrik (Derivative Path) and Alex Knight (Baton Systems) break down how TrueNostro closes that gap for regional banks. Watch on demand:  hubs.la/Q04wh3z00
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Isaac Wheeler (Derivative Path) on Warsh's Jackson Hole speech and bank rate risk strategy, via American Banker: hubs.la/Q04vBbG30
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Regional banks are losing commercial clients to larger institutions with deeper FX infrastructure. It does not have to be that way.   Join Derivative Path, Baton Systems, and Abelian Partners for a conversation on how regional banks can build the FX capabilities needed to retain their best clients, grow revenue, and compete on pricing, without a global-bank-scale transformation.   The FX Growth Mandate: When Ambition Outruns Infrastructure Tuesday, September 1 at 3:00 PM ET  Register: hubs.la/Q04v49810
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You built the hedging program. Now comes the harder part. Most institutions treat onboarding as the finish line: policy finalized, ALCO trained, first hedge executed. But the questions that actually govern a long-term program often go unanswered. How often should new hedges be evaluated? What triggers a strategy review? How do you define success beyond the initial trade? Join Isaac Wheeler and Jordan Wank on August 27 as they walk through a practical framework for running a true ALM hedging program, not just launching one. Register: hubs.la/Q04tJ3Ms0
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FASB's proposed hedge accounting updates are a meaningful step forward for financial institutions.   HTM securities. SOFR tenor flexibility. Cross-currency swap repricing. Three changes that move accounting closer to how risk is actually managed.   Our Director of Hedge Accounting, Adam Byers, breaks down what the proposed amendments mean in practice and what institutions should be watching as the guidance is finalized.   Read the full post: hubs.la/Q04tHpN80 Questions about your hedging program? [email protected] #HedgeAccounting #FASB #ASC815 #DerivativePath
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You built the hedging program. Now what? Most institutions nail the launch: policy, ALCO, first hedge. Then the program goes quiet. Join Isaac Wheeler and Jordan Wank on Aug 27 for a framework on running a true ALM hedging program for the long term. Register here hubs.la/Q04tbvpn0
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It's not too late to register. Join Frank Fiorilli and Isaac Wheeler tomorrow at 3:00 PM ET for a 30-minute mid-year briefing on hedging trends across 300+ financial institutions. If you work in balance sheet strategy, ALM, or risk at a bank or credit union, this one is for you. Register now: hubs.la/Q04r7SFX0
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The Fed meeting is happening right now. Our CEO Pradeep Bhatia told Bloomberg exactly what he's seeing on the ground. Read his full take: hubs.la/Q04q-Sj_0
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How are depositories adjusting their hedging programs halfway through 2026? Frank Fiorilli and Isaac Wheeler share data from 300+ financial institutions on July 30. 30 minutes. Register: hubs.la/Q04qhgCK0
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We're excited to welcome Josh Macdonald to Derivative Path as Associate Director, Risk Solutions.   As we continue expanding our capabilities across the alternative investment space, Josh joins at a critical moment. The demand for specialized advisory on project finance and infrastructure hedging, FX share class hedging, and deal contingent structures is growing, and clients increasingly expect those solutions to be backed by technology that can keep pace.   Josh brings deep expertise across these areas, and his experience strengthens our ability to deliver the kind of integrated, end-to-end risk solutions our clients rely on.   Welcome aboard, Josh. We're glad to have you on the team.
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Independence Day comes once a year. Execution independence should be permanent. Our latest insight on why hedge accounting and execution lock-in should not go hand in hand. hubs.la/Q04nnn-y0 #HedgeAccounting #ASC815 #CorporateTreasury #ExecutionIndependence #DerivativePath
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Live at #Q2CONNECT. Your commercial clients need international payments. We help you deliver. Visit us on the show floor and register to win a Yeti cooler.
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Part 4 of the "Beyond Risk Management" series is live, and it closes with something practical. Matt Petrik wraps the series with real-world outcomes, implementation guidance, and a free step-by-step playbook for banks ready to turn derivatives and FX into non-interest income. Email [email protected] to request it. Read the final article: hubs.la/Q04gTMrd0
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Introducing ALM Strategy Builder: standalone ALM hedging software for banks and credit unions, with a built-in AI Assistant. Model rate scenarios. Stress-test strategies. Walk into ALCO prepared. No existing platform relationship required. Read more: hubs.la/Q04g9dwx0
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Derivative Path has been nominated for Best Cloud-based Application Provider in the 2026 @WatersTech Rankings Awards for the fourth consecutive year. Proud to be a two-time winner, and grateful for the client partnerships that made it possible. Vote here: hubs.la/Q04gbHn_0 #WatersRankings #Fintech
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