Matthew K. Kerfoot is a nationally recognized authority in the alternative investment management and financial services industries. Mr. Kerfoot advises many of the world’s largest asset managers and financial institutions on the structuring and development of their alternative mutual funds, business development companies, exchange-traded funds and structured products. Mr. Kerfoot has particular expertise in providing derivatives-focused solutions to address regulatory, tax and financing needs for mutual funds, ETFs, BDCs and corporates. Mr. Kerfoot is also the author of the well-known "Liquid Alternatives" periodic newsletter.
Mr. Kerfoot is often cited as an authority on alternative investment strategies and derivatives matters in the Financial Times, Wall Street Journal, Reuters, Bloomberg and various other financial publications. Mr. Kerfoot routinely speaks on alternative asset management topics around the world, including at industry conferences in Paris, London, Frankfurt and other financial centers.
Mr. Kerfoot has written articles on asset management and derivatives issues for publications such as Derivatives Week and Futures and Derivatives Law Report. He has also spoken at ISDA, Risk Magazine, and Structured Product Association conferences.
Prior to returning to private practice, Mr. Kerfoot was a senior banker at HSBC plc, where he led the exchange-traded product team, and launched one of the first long/short commodity NYSE exchange-traded notes. At HSBC, Mr. Kerfoot also advised many of the largest U.S., European and Asian asset managers in developing innovative derivatives-based solutions for their financing, liquidity and risk management needs.
Before moving to the business-side, Mr. Kerfoot worked as an internal lawyer at Credit Suisse in its Legal and Compliance Division and for several years at a leading New York law firm in its Asset Management and Derivatives groups.
Rutgers, The State University of New Jersey, 1994, summa cum laude
New York University School of Law, J.D., 1999, Articles Editor of the Annual Survey of American Law (1998-1999)