Specialty Finance

Industries // Specialty Finance

Risk and treasury solutions purpose-built for specialty lenders and structured finance teams

We help real estate, infrastructure, and asset-based finance firms hedge risk, manage funding costs, and operate with clarity.

Tailored support for structuring, hedging, and portfolio-level oversight

In markets where funding costs drive returns and asset-liability mismatches can erode value, Derivative Path offers a full-service platform to manage interest rate and FX risk across real estate, aircraft, infrastructure, and other specialty finance sectors—while streamlining execution and reporting.

Powering smarter structuring and stronger operational control

Whether you finance real assets, operate through funds, or manage cross-border exposures, we help you reduce friction, lower costs, and maintain transparency from deal to portfolio.

Hedge floating-rate risk across credit lines

Mitigate cost-of-funds volatility tied to SOFR or EURIBOR exposures.

Support structured credit and CLO issuance

Embed hedge strategies that align with tranche performance and waterfall mechanics.

Integrate seamlessly with treasury operations

Connect trading, accounting, and compliance through a unified risk workflow.

Enable capital efficiency and investor confidence

Deliver transparent reporting and risk oversight to equity, lenders, and board-level stakeholders.

Execute across multiple jurisdictions

Support international deal structures with regulatory-aware hedging strategies.

Adapt quickly to market and funding conditions

Leverage our advisory team to pivot strategies in response to macro shifts or refinance events.

Solutions

Solutions that support structuring, execution, and oversight

Portfolio Risk Dashboard

Track exposures and trade history across multi-asset portfolios in real time.

Transaction Advisory

Access pre- and post-close market insight, structuring support, and seamless execution for new financings.

Specialty Finance Team

Capital markets expertise with a structuring mindset

Our team supports real asset and structured finance clients across the capital stack—with experience in CRE, infrastructure, leasing, and credit funds.

Brett Morrell

Managing Director
Head of Risk Solutions

Ciccy Yang

Managing Director
Risk Solutions

About Us

Derivative Path has combined years of experience from the leading firms on Wall Street to create a powerful and beautiful technology solution for the unique workflows of our industry.

Learn more

Through their trading platform and industry expertise, Derivative Path delivers the ideal combination of execution and technology platform for all rate hedging.

Ed Furman, Chief Investment Officer

First Bank

We were impressed with the functionality of the software, including the artificial intelligence-enabled automation of various operational tasks.

Pat Hennelly, SVP of Capital Markets

Wintrust

We needed a system that would reduce the time spent on a number of our front- and back-office responsibilities through automation, allowing our team to grow our business without forgoing the quality customer service.