Our Company

Derivative Logic is an independent hedge advisory firm combining financial derivative market expertise with proven hedge structuring and execution capabilities in interest rate, currency, and commodity derivatives.

Our company provides a full range of independent, unbiased hedge advisory services to corporations, real estate, tax-exempt, Native American, not-for-profit and municipal borrowers. Derivative Logic excels in consistently realizing the highest cost savings and best hedging terms for our clients regardless of financing complexity.

The firm prides itself on its independence, having no affiliations with any other firm providing legal, accounting, underwriting, investment advice or derivative products.

Derivative Logic’s commitment to tracking and analyzing the sectors we serve enables us to better serve our clients in rapidly changing capital markets. As an independent firm, we can objectively advise our clients, as is our central mission. Advising that a hedging transaction is illogical is as important as advising one that succeeds on logic.

Derivative Logic is a registered SEC & MSRB  advisory firm. We perform the role of a Designated Evaluation Agent (“DEA”) for non-Special Entities or a Qualified Independent Representative (“QIR”) for Special Entities. We also serve as an Independent Registered Municipal Advisor (“IRMA”) for for-profit, not-for-profit, municipalities and obligated persons as mandated by Dodd-Frank regulation.

Affiliations

 

Leadership Team

With over 50 years of experience, trading interest rate, currency and commodity derivatives at the world’s largest banks, the principals at Derivative Logic have executed hundreds of hedging transactions in excess of $500 billion.

Jim Griffin

Managing Director, Founder

Jim Griffin is a Managing Director of Derivative Logic. Jim has over twenty years experience trading interest rate, currency, and commodity derivatives at major banks, including UBS, Wells Fargo, Wachovia, and Bank of Tokyo-Mitsubishi. Jim has built and managed trading teams that provided bespoke hedging and payment solutions for clients in the energy, manufacturing, technology, commercial real estate, and entertainment industries.

Jim holds an MBA in Finance from the University of Southern California, and a BSBA in Finance & International Economics from the University of Arizona.

Rex Evans

Rex Evans

Managing Director, Founder

Rex Evans is a Managing Director of the Walnut Creek, California office of Derivative Logic. Prior to joining the firm, he served for eight years as the co-founder and partner of Cardea Partners West, a debt and derivative advisory firm. Prior to founding Cardea Partners, Mr. Evans spent seventeen years at Bank of America in their capital markets group advising corporate and private clients in both interest rate and foreign exchange hedging. During his tenure at the bank, he managed the Latin American foreign exchange trading desk and was a currency trader taking proprietary positions for the bank. Before beginning his career in banking, Mr. Evans worked for West Coast Continental Securities providing investment solutions for middle market corporate pension plans.

Mr. Evans has a BS in Business Administration from the University of San Francisco.

Rebecca O'Brien

Rebecca O’Brien

Managing Director

Rebecca is an entrepreneur, foreign exchange, interest rate and international financial markets expert. She is relationship focused and dedicated to providing clients and partners with strategic and tactical solutions that mitigate business risks and optimize revenue growth, efficiency and profitability. Prior to joining the firm, Rebecca co-founded two consulting firms focused on clients in the financial (venture capital and private equity firms, mutual funds, banks), technology, entertainment, media, gaming, and biotech industries. Before that, she established and managed the Global Capital Markets department at Square 1 Bank, growing it into a highly profitable business including revenue streams from foreign exchange, letters of credit, trade finance and international banking services. Prior to Square 1, Rebecca spent five years on Comerica Bank’s foreign exchange corporate trading desk, managing a portfolio of venture capital, private equity and mid-market clients.

Rebecca holds a BA from UCLA and an MBA in Finance and Entertainment from the University of Southern California.

Board of Advisors

David Bovee

Managing Partner at Zenith Capital
Greater Seattle Area Investment Banking

Zenith Capital is real estate investment group specializing in delivering comprehensive finance, development and advisory services for commercial real estate developers.

Zenith provides development and financial services that transform big ideas into big successes. Our team moves a project from the idea stage through the entire development process, while providing a broad range of capital stack solutions.

To date, Zenith’s team has funded nearly 200 projects totaling more then $1.7 billion for a broad range of asset classes.

World Trade Center of Tacoma (WTCTA)
Director – Starting March 2013

Roger Bulloch

Senior Partner
Brightstar Capital Partners
Las Vegas, Nevada

Brightstar Capital Partners invests in closely-held middle market U.S. companies. Brightstar provides active value creation strategies by focusing on sourcing, executing and creating proprietary private equity investments through its network of relationships. These networks extend from the Brightstar team to investors to its portfolio companies to third party advisors. This connectivity is a key source of opportunity and, therefore, value for all partners.

Daniel Lewis

President & CEO
Native Insight
Phoenix, Arizona

Developing tribal, private-public sector partnerships to strengthen Indian-reservation economies.

Co-Chair, Board of Directors
2017 Phoenix Final Four Local Organizing Committee
March 2016 – Present (5 months)dl-logos

The Phoenix Local Organizing Committee is an non-profit organization that is hosting the 2017 NCAA Men’s Final Four.

Board of Directors, 2016 Arizona Organizing Committee

College Football Playoff
January 2015 – January 2016 (1 year, 1 month)

Board Member
Arizona Super Bowl Host Committee
2012 – March 2015 (3 years)

Board Member, Native American National Advisory Committee
Boys & Girls Clubs of America
2000 – Present (16 years)

John Ziegler

stg-logo-webversion

President & CEO
STG Asset Management

The STG Group is a privately held and funded Commercial Real Estate investment group of companies. Our philosophy is based on asset appreciation which is augmented by pursuing value-oriented investment that focus on enhancing strategies such as property rehabilitation, renovation, lease-up and hands on management.