Kerri has extensive experience representing buy-side, sell-side, derivatives clearinghouses and other end-user market participants in the structuring and documentation of complex over-the-counter and exchange-traded derivatives transactions, as well as negotiating triparty arrangements, segregating collateral. She has assisted clients in the negotiation and documentation of OTC derivative transactions across all asset classes.
Kerri also advises on investment management matters, including the representation of U.S. and non-U.S. investment advisory firms and investment funds. She regularly advises market participants with respect to commodities and other regulatory issues related to derivatives and other financial products, including implementation of the Dodd-Frank Act and other regulatory reforms.
Expertise
Experience
Representative matters
Multiple U.S. financial institutions in the implementation of the variation margin and initial margin regulations in respect of uncleared swaps, one of the Dodd-Frank reforms aimed at improving transparency and greater regulation of the OTC derivatives market.
U.S. and non-U.S. financial institutions in connection with other U.S. regulatory reform affecting derivatives and structured products, including compliance with Dodd-Frank Act requirements.
U.S. financial institution in the implementation of FINRA margining on Covered Agency Transactions.
U.S. and non-U.S. financial institutions in connection with derivatives transaction close-out and counterparty risk management for derivatives transactions, including in connection with insolvency and resolution matters.
Qualifications
Admissions
New York State (Second Dept)-NY-State, 2009
New Jersey State-NJ-State, 2008
Academic
B.A., Villanova University, 2005
J.D., Pace University, 2008
J.D., Pace University, 2008
Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.