Interest Rate Swap Expert

Case Description:

An interest rate swap expert was needed in a breach of contract action involving a dispute over contract terms contained in an International Swaps and Derivatives Association (ISDA) Master Agreement. An international financial services organization alleged that an investor’s default in payment under an ISDA Master Agreement triggered certain contractual rights entitling the entity to default payments as stipulated by the ISDA Agreement.

IMS ExpertServices was asked to locate an interest rate swap expert to opine on whether proper practices regarding determination of default payments were followed under the contract. This expert was required to have significant experience in derivatives and execution of interest rate swap transactions involving ISDA contracts, as well as customary practices involved in interest rate swaps and computation of default damages.

Experts Presented:

  • Structured Finance Litigation Expert

    This expert has over thirty years of experience as a practicing attorney for several major law firms. Currently, as an independent consultant he specializes in structured finance, securitizations, and derivatives, including such areas as interest rate swaps, currency swaps, and credit default swaps. He has served as vice president and assistant general counsel at two large financial institutions and also as in-house counsel for a bank where he was the main swaps lawyer and served as legal representative to the International Swaps and Derivatives Association (ISDA). He has also served as chair of the structured finance committee of a state’s bar association. Additionally, this expert earned his J.D. and B.A. from a leading law school, and has provided litigation support in the areas of structured finance and derivatives involving interest rate swaps. IMS Reference #5058684.

  • Interest Rate Swap Expert

    This expert currently provides consulting services for an independent interest rate swap consulting firm, following twenty years of experience at a global investment banking and securities trading firm, where he served as former head of the derivative products group. His currently advises on interest rate swap transactions, strategy and documentation and has advised on over a thousand interest rate swap terminations relating to default issues and bankruptcy. This expert is knowledgeable with respect to the International Swaps and Derivatives Association (ISDA) based swaps, including management, performance of calculations, and preparation of termination documents required under the ISDA contracts. This expert has frequently been asked to serve on advisory committees such as Securities Industry and Financial Markets Association’s (SIFMA) Municipal Financial Products Committee and International Swaps and Derivatives Association (ISDA). IMS Reference #506732

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