Matthew K. Kerfoot

Matthew Kerfoot Dechert private funds lawyer New York

Matthew K. Kerfoot

Partner

New York | Three Bryant Park, 1095 Avenue of the Americas, New York, NY, United States of America 10036-6797
+1 212 641 5694 | +1 212 698 3599

| vCard | PDF

Recognized by Chambers as an “outstanding” corporate lawyer, Matthew K. Kerfoot is a partner in Dechert’s Financial Services and Global Finance Groups. Mr. Kerfoot focuses his practice on fund finance, synthetic finance and other complex financial transactions. 

Chambers adds that Mr. Kerfoot is “endlessly creative and thoughtful on all sorts of complex issues.” Legal 500 has recognized Mr. Kerfoot’s representation of leading banks as part of his fund finance practice, and lauded him as “a dynamic talent.” Mr. Kerfoot has again been named a New York Super Lawyer in Securities and Corporate Finance for 2018.

Mr. Kerfoot is the Chair of PLI’s Fund Finance Conference. He has written numerous articles on fund finance and investment leverage and is a contributing author to Fund Finance, Second Edition, published by Global Legal Group. Mr. Kerfoot is often cited as an authority on finance and related matters in the Financial Times, Wall Street Journal, Reuters, Bloomberg and various other publications.

Prior to joining Dechert, Mr. Kerfoot was a senior banker at a leading global financial institution, where he structured complex balance sheet and synthetic financings for clients throughout Europe and the Americas.

Education
  • 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)
Admissions
  • New York
Speaking Engagements
  • Advanced Swaps & Other Derivatives 2018 — Presented by the Practising Law Institute, New York, NY (October 24, 2018)

Speaker, “Principal Issues for Consideration and Negotiation in Derivatives Documentation – Cleared and Uncleared” panel. Topics included: swaps generally; commodity swaps, equity swaps and CDS; and legal and contractual considerations.

  • Advanced Swaps & Other Derivatives 2017 — Presented by the Practising Law Institute, New York, NY (October 24, 2017)

Speaker, “Principal Issues for Consideration and Negotiation in Derivatives Documentation – Cleared and Uncleared,” panel which discussed synthetic financings through total return swaps and the use of swaps in fund finance, as well as related legal and contractual considerations. “Regulation of Other Swap Market Participants: Funds, CPOs/CTAs,” panel which examined relevant cross-border regulatory issues and other concerns facing hedge fund advisors and other CTAs.

For more information, visit the conference website

  • Advanced Swaps & Other Derivatives 2015 — Presented by the Practising Law Institute, New York (October 21, 2015)

Speaker, "Regulation of Other Swap Market Participants" panel. 

  • Fund Finance: Terms and Structures — Presented by the Practising Law Institute, New York, NY (October 3, 2018) 
  • Forum 2015 — Presented by the Managed Funds Association, Chicago (June 24, 2015)

Speaker, “The Art & Science of Liquid Alternatives: An Examination of Costs and Structures" roundtable. 

For more information, visit the forum website

  • Liquid Alts: The Next Conversation — Presented by Pershing Prime Services, New York, NY (December 3, 2014)
  • Mainstreaming Alternatives – The Growth of the 1940 Act Space — Fall 2014 ETP Trading & Investing Forum, New York, NY (November 19, 2014)

Moderator, "Mainstreaming Alternatives – The Growth of the 1940 Act Space" panel examined ETP, CEF and Mutual Fund strategies that investors are employing to gain access to alternative asset classes including commodities, currency, real estate, long-short and hedge funds. The panel discussed key issues, benchmark conventions, open architecture, levels of transparency, and the new investor base according to leaders in the field.

  • Regulation of Swap Market Participants — Practising Law Institute's Advanced Swaps & Other Derivatives 2014, New York, NY (October 17, 2014)

Speaker, "Regulation of Swap Market Participants" panel discussed a number of issues regarding swap market regulations. Topics of discussion included: Aspects of bank regulation; The role of the NFA; Swap dealer regulation implementation; Implementation of substituted compliance; Swap dealer and intermediary compliance and examinations, coordination and approach; and Fund issues.

  • Using Derivatives & Leverage in '40 Act Funds — Liquid Alternatives Strategies East, New York, NY (October 6, 2014)
  • MFA Funds of Funds Forum — Managed Funds Association, New York, NY (June 3, 2014)

Speaker, "MFA Funds of Funds Forum" discussed focusing on ‘40 Act funds and other liquid alternative platforms, managed accounts, UCITs, and products that are regulatory capital efficient under Basel III / Solvency II.. 

  • The Alternative Mutual Fund Revolution: Insights from the Market Leaders — Managed Funds Association's Network 2014, Miami, FL (January 27, 2014)
  • HedgeWorld West — Presented by Reuters HedgeWorld, Half Moon Bay, CA (October 7, 2013)
  • Riding the Wave of Convergence — Presented by Pershing Prime Services, New York, NY (September 23, 2013)

Speaker, "Riding the Wave of Convergence" panel covered topics including: The movement towards convergence — why this is more than a trend; What managers should consider when considering launching a new strategy; Best practices and common challenges; and What's next?

  • Regulation of Derivatives and Revisiting Dodd-Frank — PLI's Securities Products of Insurance Companies in the Course of Regulatory Reform 2013, New York, NY (January 23, 2013)

Speaker, “Regulation of Derivatives and Revisiting Dodd-Frank” panel. Topics included: Federal Insurance Office; Market infrastructure for swaps; Stable value contracts; CFTC regulation of funds and harmonization; and Scrutiny of repos and securities lending.

  • Washington Regulatory Review — American Council of Life Insurers Annual Conference, Washington, D.C. (October 21, 2012)

Moderator, “Washington Regulatory Review” conference discussed the implications for life insurers of: developments at the SEC; swaps reform; the CFTC’s expansion of its jurisdiction; and preparing for the Financial Stability Oversight Council’s designation of systemically important financial institutions.

  • Regulatory/Dodd Frank/NAIC Update — American Council of Life Insurers Senior Investment Managers Seminar, Ft. Lauderdale, FL (November 6, 2011)
  • US Investment Advisors Registration, Dodd-Frank and Volcker Rule — BVI Bundesverband Investment and Asset Management e.V. Program, Frankfurt (October 6, 2011)
  • Dodd Frank Act & What it Means to the Life Insurance Industry — ACLI Compliance & Legal Sections Annual Meeting, San Antonio, TX (July 11, 2011)
  • Shareholder Opportunism in a World of Risky Debt — Inaugural Fordham Law Global Finance Symposium: The New World of Derivative Regulation, London (June 10, 2011)
  • Reshaping the Regulatory Landscape: Issues for the Fund Industry — Investment Company Institute Securities Law Developments Conference, Washington, DC (December 14, 2010)