Ann-Marie has been with Muzinich & Co., Inc. for over 30 years. During her tenure she has provided strategic oversight and managed day-to-day operations. She serves as a member of the Board of Directors of Muzinich & Co., Inc. and Muzinich & Co. (Middle East) Ltd., contributing to governance, compliance and overall business strategy. Ann-Marie serves as trading desk supervisor, acts as the Firm’s Proxy Voting Officer overseeing firm-wide proxy voting processes and regulatory filings. She collaborates closely with compliance and legal to support organizational objectives, while serving as a key liaison between internal departments.

Elena Boeva is the US Chief Operating Officer for Aflac Global Investments. She is responsible for strategic platform initiatives and oversees public and private assets operations, data management, vendor management, project management and operational due diligence functions. Previously, Elena worked at Guggenheim Fund Solutions and was responsible for operational due diligence, manager onboarding and counterparty risk management. Prior to joining Guggenheim, Elena worked at Ontario Teachers’ Pension Plan Board in the operational due diligence team, Morgan Stanley and Ernst & Young. Elena holds a Master of Science in Accountancy from Wake Forest University and a Bachelor of Arts in Business Administration and Economics from Salem College.  She completed Leading Women Executives program that focuses on leadership skills and advancement of women in organizations. Elena is the Chair for AIMA Alternative Credit Council Investor Manager Committee.

Brian Callahan is the Founder and CEO of Coefficient Markets, an electronic data and trading platform for the secondary loan market. Prior to starting Coefficient, he spent 18 years at Bank of America Merrill Lynch as Head of US Par Loan Trading and Head of Electronic Initiatives for the Global Credit. Brian also served as Chair of the Board of the LSTA and is currently on the board of Nammu21, a financial digitization and analytics company.

Charles Carter is senior vice president and Global Head of Digital Asset Operations & Transformation, previously State Streets’s Global Head of Bank Loan Strategy & Transformation.

In this role, Charles leads the operations, transformation and execution of State Street’s operating model to deliver the industry’s leading digital asset services to our clients and stakeholders.

With more than twenty-nine years of experience, Charles has provided global leadership, spearheaded business process transformation, and provided data strategy services. He has catered to some of the world’s largest, most complex, and innovative organizations. Charles has played a pivotal role in constructing complex asset class platforms across various providers, particularly for large institutions with a focus on delivering adaptable solutions in intricate, deadline-driven, and globally diverse settings.

Prior to joining State Street in 2023, Charles held the role of managing partner and founder of Tardigrade Solutions LLC, a strategic advisory firm bridging global investment management firms and frontier technology startups. Earlier in his career, Charles held various C-level and executive positions at leading financial services firms including HedgeServ, State Street, and Oppenheimer & Co.

Charles earned a bachelor’s degree in business administration from State University of New York at Oswego, and an MBA in finance from Eastern New Mexico University.

Deirdre Whorton Cesario joined Deutsche Bank in 1999 and has remained with the firm for almost 27 years. She currently serves as the Head of Trade Closing for the Americas, responsible for the oversight of all trade settlements across various products including Primary Syndications, Par Loans, Distressed Products, and Third-Party Agency trades.

Deirdre received a B.S. degree in Finance from Fairfield University.

Matthew has more than 15 years of experience in the investment servicing industry, primarily in custodian product management and relationship management roles.

In his current role, Matthew serves as the product manager for U.S. Bank CLO trustee business, tasked with strategy and project management initiatives. Previously, he served in leadership roles in middle office outsourcing, government loan guarantee program assignments and was the business line’s subject matter expert on distressed ABS CDO liquidations following the financial crisis. He joined U.S. Bank in 2010 after our acquisition of Bank of America’s corporate trust department. Matthew is located in Chicago, Illinois.

Matthew earned a Bachelor of Science in finance from the University of Illinois Urbana-Champaign and is also a CFA charterholder.

Jack Colombini has worked within S&P Global’s ClearPar team for over 20 years and currently leads the ClearPar business in the Americas. Over this time with the firm, his responsibilities have ranged across operations, commercial and client management roles. Working together with client users and internal product development teams is central to his role as he contextualizes feedback and delivers new features to market. Recent projects he has led include designing and migrating users to ClearPar’s new interface and developing custom reporting and dashboards for users via ClearPar Analytics.

Jack received a BS in Financial Economics and Philosophy from University of Maine at Orono

Bernadette Conway-Craft is an Executive Director at UBS and currently serves as Head of Global Loan Operations for the Americas, where she leads a team of professionals across deal closing, agency, controls, loan servicing and trade execution. In this role, she has been instrumental in strengthening operational infrastructure, overseeing the wind‑down of legacy Credit Suisse entities, enhancing third‑party vendor management, and elevating UBS’s industry standing through significant improvements in loan trade closing efficiency.

With more than three decades of experience across global financial institutions and asset managers, Bernadette brings deep expertise spanning broadly syndicated loans, distressed assets, securitized products, CLO operations, and regulatory risk management. Her career includes senior leadership roles at Credit Suisse, J.P. Morgan Chase & Co., and several investment management firms, where she built and led operations, compliance, and risk frameworks supporting billions in assets under management. Known for her pragmatic approach, transparency with front‑office partners, and focus on operational risk and client experience, Bernadette offers a seasoned perspective bridging both buy‑side and sell‑side market realities.

Sandra Cuskie is Vice President of Bank Loan Operations for PGIM Public and Private Fixed Income. She oversees Global Loan Settlements, Servicing, and Trade Support, and leads strategic initiatives across the Bank Loans platform. Her responsibilities include managing settlement and servicing functions supporting Broadly Syndicated Loans and Private Credit Direct Lending.

Mrs. Cuskie is active in industry governance, serving on the Operations and Steering Group and the Buyside Operations Working Group of the Loan Syndications and Trading Association (LSTA). She also chairs the Agent Bank Meeting Group within the Loan Settlements Operations Forum (LSOF).

She has 25 years of industry experience, including 22 years with PGIM in syndicated loan operations and 3 years in agency roles at Barclays and Deutsche Bank.

Mrs. Cuskie holds a Bachelor of Science in Business Administration with a concentration in Finance from Seton Hall University.

Jacqueline Custodio is a seasoned expert with more than 13 years in Wholesale Leveraged Loan Operations, spanning broadly syndicated loans, corporate actions, and end‑to‑end servicing. As the former Head of U.S. Corporate Actions, NDAs, and Settlement & Servicing at Barclays, she led global teams and executed major process redesigns, including the 2017 restructuring of the corporate actions workflow to deliver greater clarity, consistency, and operational efficiency to the market.

In 2025, Jackie transitioned to S&P Global as Director of Commercial Strategy – Loans Data, where she partners across the lending ecosystem to advance data‑driven product strategy and innovation. Though she has moved from the operations side to the vendor landscape, she remains a driving force behind the corporate actions’ transformation initiative launched at last year’s conference—continuing to champion transparency, standardization, and meaningful progress for the entire loans market.

Jackie holds a B.A. and Paralegal Certification from the University of Delaware. Outside of work, she is devoted to animal welfare and has fostered more than 25 rescue dogs.

Gaurav Diwan is a Director at Indus Valley Partners (IVP), where he leads Private Funds Implementations and Technology Managed Services. With more than a decade of experience in alternative asset management, he works closely with hedge funds, private credit, and private equity firms to design scalable target operating models and implement front-to-back data transformation strategies that support operational efficiency and AUM growth.

Prior to joining IVP, Gaurav was part of HSBC’s corporate strategy team supporting retail banking growth initiatives. He holds a Master’s degree in Finance.

Mr. Fellhauer is Head of Operations at Golub Capital and is responsible for overseeing a team of 75 professionals responsible for Golub Agency, Portfolio Administration, Loan Closing and Settlements, and Loan Accounting for the Firm’s private investments funds and BDCs.

Before joining Golub Capital, Mr. Fellhauer was Executive Director in the Alternative Investment Services group within JPMorgan’s Commercial & Investment Bank where he was global head of Bank Loan Operations for North America, Europe and Asia-Pacific.

Previously he worked at Och-Ziff Capital Management as a Vice President on the High-Yield Credit Operations team, where he managed the Loan Servicing and Trade Closing teams, as well as managed compliance for the firm’s US and European-based CLOs.

Prior to this, Mr. Fellhauer held operational management roles at Cerberus Capital Management and Silverpoint Capital.

Mr. Fellhauer earned his Bachelor’s of Science and Business Administration from University of Denver with dual emphasis on Accounting and Finance.

Ilaria Fleischer (New York) joined Oak Hill Advisors in 2026 and serves as Head of Private Debt Operations, Loan Operations and Onboarding. Before joining OHA, she was a Director at KKR, where she led the Private Credit Operations team as well as the Loan and Securities Settlements and Agency team. Earlier, Ms. Fleischer built Citadel’s Corporate Access team. She spent 13 years at Morgan Stanley in various roles in Operations, Banking, and the Distressed Trading Desk

Ilaria holds a B.A. in Politics, Philosophy and Economics from the University of Pennsylvania.

Mr. Frusciante is the Head of Operations and is a member of the Pricing and DEI Committees. Prior to joining Brigade in 2015, Mr. Frusciante was employed as an Operations Analyst by Guggenheim Partners. Mr. Frusciante received a BS in Finance from The Catholic University of America.

Sean Griffin is the CEO & Executive Director of the LSTA, the trade association for the multi-trillion-dollar corporate loan market in the United States.

Prior to joining the LSTA in April 2024, Mr. Griffin spent 23 years at JPMorgan where he was a Managing Director and held various roles within its global markets division, including deputy head and co-head of JPMorgan’s Global Primary CLO business.  Mr. Griffin’s experience covers cash flow and market value securitization products and spans multiple asset classes, focusing on corporate credit and bank loans.

While at JPMorgan, Mr. Griffin worked with various issuers and investors, including private equity, hedge funds, asset & money managers, banks, and insurance companies.  Mr. Griffin utilized CLO/CDO technology to provide clients with access to capital and address their business goals, whether it be the growth of AUM via traditional CLO/CDO issuance, balance sheet relief and more specialized bespoke financing solutions.

Mr. Griffin received a BA in Mathematical Economics from Brown University.  He resides in Westport, CT with his family where he is actively involved with youth sports, including football, soccer and rugby.

Kristie Gutierrez is the Director and Head of US Loan Trading Operations at Citi, bringing 21 years of experience in the loan trading space. She began her career at Citi in 2005 as a Trade Closer & Settlement Analyst, immediately after graduating from college.

Her journey continued with a move to New York City in 2007, where she transitioned to the trading desk and worked there until 2021 in a Trading Assistant/Business Manager capacity. In 2021, she made a career change and moved into a management role where she began by establishing a global loan middle office. Her responsibilities have continued to expand from there and in mid-2025, Kristie assumed leadership of all US Loan Trading Operations, overseeing both middle and back office functions.

Kristie currently resides in Tampa, FL, with her husband and two children.

Joanne HansonBonney is a Partner at Ares Management Corporation’s Los Angeles office. With 30+ years of experience in investment management and private equity that covers front, middle, and back-office operations, Joanne is recognized as a transformative leader. She currently manages a team of 50+ professionals, across 4 global offices and 10+ investment strategies. Before joining Ares in 2013, she was an Operations Manager at Western Asset, where she managed several operational departments, focusing on regulatory initiatives prior to her departure.

Joanne holds dual undergraduate degrees: a Bachelor of Arts in Urban Studies and Economics from Columbia University, New York. She has pursued numerous professional designations and is an ISSP Certified Sustainability Professional (ISSP-CSP) and is credentialed by the Center of Sustainability and Excellence (Credential ID 1859).

Tyler Harttraft is a partner at Bull Harttraft LLP, a boutique law firm focused on blockchain, digital assets, and emerging technologies. He advises a diverse range of clients, including financial institutions, asset managers, and traditional enterprises, integrating blockchain solutions. His practice spans corporate law, capital markets, securities, and venture capital transactions.

Tyler has written and spoken extensively on the intersection of distributed ledger technology and financial regulation. He is co-author of “Cryptocurrency and Blockchain Law: SEC’s Heightened Enforcement Against Digital Assets” and has contributed to a European Commission study on blockchain governance. He has presented on tokenization, cryptocurrency regulation, and the practical application of blockchain infrastructure across financial markets.

Tyler earned his J.D. from Drexel University Thomas R. Kline School of Law and his B.A. in Communication Arts & Sciences with a minor in Business from Pennsylvania State University. He is admitted to practice in Pennsylvania and before the United States District Court for the Eastern District of Pennsylvania. He is a member of the American Bar Association’s Business Law Section, the Pennsylvania Blockchain Coalition, and the Wall Street Blockchain Alliance.

​Mary Heath serves as the Head of Private Market Operations for Voya Investment Management, where she is responsible for the platform operations, cash management and settlement, data strategy, system solutions and strategic partner management relating to private credit and bank loans. Mary leads the development and execution of policies and strategies that optimize mid-and back-office service delivery, while partnering closely with the investment teams to deliver on corporate objectives. Prior to leading the Private Market Operations team, she held numerous other roles at Voya in operations, investments and fund administration . She is a member of the Voya Fund Platform Leadership Committee, and is actively involved with a number of industry associations and initiatives.

Mary earned an BS in Finance from Arizona State University and an MBA from the Thunderbird School of Global Management.

Ellen Hefferan is the Executive Vice President of Operations and Accounting at the LSTA. In this role, she leads the development and implementation of key operational strategies and best practices that promote a more efficient, standardized, and liquid loan market. She also evaluates proposed regulatory rulemakings for potential operational impacts.

Ms. Hefferan supports the LSTA’s Liquidity Committee. She chairs multiple key working groups and committees, including the Operations Steering Group, Settlement Committee, Buy-Side Operations Committee, Custodian/Trustee/Fund Administrator Committee, Private Credit Operations Committee, and Corporate Actions, CUSIP, and MEI/CEI Working Groups. She also co-chairs the Product and Technology Committee. Her work focuses on improving operational processes, promoting interoperability, and identifying areas for standardization across the market. Additionally, she oversees the LSTA’s SOFR Calculator and the Directory and Escalation Matrix.

Previously, Ms. Hefferan served as President of ClearPar from its founding in 2000 until March 2006. Prior to that, she was Vice President and Senior Counsel at Citigroup, where she advised the loan syndications, trading and sales desks, and corporate banking origination teams. Her earlier roles include Associate at Winston & Strawn and Staff Accountant in the Audit Division of Arthur Andersen & Co.

Ms. Hefferan holds both a BS in Public Accounting and Marketing and a JD from Fordham University. She is a Certified Public Accountant and a member of the New York State Bar.

Josh Herrera is the Co-Founder & President of LendOS where he shapes product strategy centered around helping middle office and operations leaders to scale complex lending workflows. Prior to LendOS, Josh spent nearly 20 years performing various Lending Operations roles at Citibank, Barclays, and Morgan Stanley. In his last role, Josh was the Global Head of Lending Operations at Morgan Stanley. Josh is recognized as an expert in syndicated lending operations and has built his career solving for the operational realities of complex credit structures. His hands-on experience informs LendOS’s approach to turning exceptions into scalable, durable operations.

LendOS is an innovative technology company whose flagship product is its next-gen Core Lending System. Originally positioned as a way for banks to dig their way out of their antiquated legacy ecosystem, LendOS’s powerful, simple and technologically advanced capabilities lend themselves to support all key market players (banks, buysides, broker/dealers, agents and custodians) and loan categories (Broadly Syndicated, Private Credit, Investment Grade, etc.).

Russel Joseph is Senior Vice President of Product at Nammu21, where he applies AI and structured data to modernize syndicated loan workflows and improve how operations teams process documentation, manage exceptions, and strengthen controls. He brings 25+ years of experience across lending, capital markets, and credit technology, translating operational complexity into scalable product and workflow solutions.

Previously, Russel led product strategy for Versana and LoanIQ at JPMorgan, helping deliver the industry’s first fully automated syndicated loan transaction and building automation for publishing cashless rolls. His perspective is grounded in deep experience across document-driven workflows, exception management, process modernization, and digital transformation across the loan lifecycle.

Jay Katz is a technology executive and entrepreneur recognized as one of the original architects of the modern syndicated loan market. As the founding CIO and lead architect behind the industry’s first digital settlement platform, he played a pivotal role in moving the market from manual, paper-based processing to an integrated online environment. He later co-founded Storm Networks, an effort to further modernize connectivity and data sharing across the global loan market.

Today, as CEO of Loan Market Solutions at Etherealize, he is leading the development of a next-generation market solution designed to make loan settlement more streamlined and predictable through the strategic application of blockchain and distributed ledger technologies. Building on decades of experience advancing market innovation, he continues to work with industry participants to develop solutions that improve transparency, efficiency, and trust across the syndicated loan and private credit markets.

Julia Kingsbury joined Versana as Product Strategist in 2024 after 30 years at Credit Suisse where she was a Managing Director and Global Head of Loan Operations. Julia also spent several years at Credit Suisse Asset Management as part of their Credit Investments Group where she was Global Head of Credit Operations. She was instrumental in shaping the bank’s leading loan market franchise, driving operations strategy, efficiency and transformation. Julia has also served as a member of the LSTA Operations Steering Group and as Chair of the CUSIP Committee.

Michele Lieber serves as the Senior Vice President, Global Head of Government Affairs and Regulatory Strategy for FactSet. In this role, Michele is responsible for developing and implementing a strategic approach to government affairs and overseeing and enhancing the government affairs capabilities and representation with key stakeholders globally.

Lieber is based on Capitol Hill in Washington, D.C. and brings over 25 years of strategic government relations experience to FactSet. Prior to joining FactSet, Michele was most recently with BluePoint DC, a consulting firm she founded that provided strategic guidance on government and regulatory issues for CEOs and senior management.

Throughout her career, Michele’s deep expertise has guided organizations to achieve public policy results, build strategic corporate programs, and navigate regulatory and legislative issues. She also has a well-established track record of serving as a liaison to legislators and government officials on key business issues. Before BluePoint DC, Michele led the Washington, D.C. office for Ally Financial where she played an integral role in the evolution of the company from a non-bank to a bank and designed a political program and advocacy function. Michele also served as a Director of Legislative and Regulatory Affairs, Financial Services for General Motors Corporation (GM). In that position she was primarily responsible for policy strategy and legislative and regulatory leadership for their GMAC finance company and GM Asset Management. Before GM, Michele worked for Zurich Financial Services Group.

Michele also serves as an independent director on the Board of Lendmark Financial Services and was an adjunct professor at Georgetown University School of Business. In her spare time Michele enjoys mentoring many people on Capitol Hill who have gone on to serve in leadership roles both in the government and in the private sector. She has a bachelor’s degree from Brandeis University and holds her law degree from the University of Pittsburgh.

Daniel Liechtenstein is the co-founder and CEO of Hypercore, the operating system for private credit. The platform combines end-to-end loan management software with the first AI Admin Agent, redefining servicing as a service and enabling lenders to operate with greater speed, accuracy, and transparency.

A serial entrepreneur, Daniel has extensive experience building fintech infrastructure, including core banking systems and open banking APIs. His work focuses on bringing operational efficiency to financial institutions by unifying data, workflows, and execution.

Daniel holds an MSc in Financial Mathematics and a BA in Economics and Business Management.

Ryan Morick is a Managing Director on the Private Credit Innovation and Strategy team. He previously ran the Agency Corporates team and help build the Agency business at Alter Domus.

Before joining Alter Domus, Ryan was Manager of Fund Operations at Trian Partners. He implemented their portfolio administration system and oversaw the closing and administering of their leveraged loan portfolio.

Prior to Trian, Ryan worked for both Garrison Partners and York Capital on their operations teams with a focus on closing leveraged loan transactions and managing the settlement of various other securities. Throughout his career, Ryan has had a focus on leveraged loans and has worked in operations on both the buy and sell side of the business.

Ryan holds a degree in Economics from Boston University.

Alex Naboicheck is a Managing Director in the Bank’s Global Credit group and runs the US Leveraged Loan Trading desk.

He joined Merrill Lynch in 2008 as an Analyst on the firm’s Distressed Trading Desk. He was promoted to his current role in 2018, and he oversees all US Leveraged Loan trading and the firm’s electronic trading platform, Instinct Loans.

Alex earned his Bachelors of Science Degree from Babson College in 2008, where he graduated with a dual concentration in Finance and Economics.  Alex currently serves on the Board of Directors for the Loan Syndications and Trading Association (LSTA).

Don Nilsson leads Siepe’s product strategy and roadmap, working closely with clients to deliver capabilities that support the evolving needs of credit and structured finance managers, including compliance, resets, and stress-testing. Prior to joining Siepe, Don served as Chief Product Officer at Addepar and spent more than two decades at FactSet, where he held senior leadership roles overseeing global product development and strategy. Across his career, Don has built and led large product organizations and delivered widely adopted financial technology platforms used by institutional investors worldwide.

Guy Nuckles is a Co-Director of operations with 15+ years of experience supporting multi-asset trading strategies. He has been with Shenkman Capital since 2014, where he oversees end-to-end trade lifecycle operations, loan and CDO administration, valuation support, and data governance, partnering closely with trading, portfolio management, accounting, and technology teams. He began his career at GoldenTree Asset Management and holds a B.S. in Business Administration from Fordham University.

Mr. Pagnam is the Senior Director of Bank Loan Operations and Settlements at Canyon Capital Advisors. Mr. Pagnam overseas all loan settlement and operation functions across the various Canyon platforms; hedge fund, CLO and Private Credit. Prior to Canyon, Mr. Pagnam worked on the loan trading desk at Credit Suisse in various different roles.

Mr. Pagnam graduated from Skidmore College (B.A, Political Economics).

Chris Papathanassi is the CEO and Founder of Oneiro, the company behind DLX, a next-generation digital loan servicing platform transforming how the syndicated lending market operates. With over two decades of experience in corporate and syndicated lending, Chris brings a rare dual perspective—having worked both on the bank side administering complex, large-scale loan facilities and on the vendor side as a specialist sales consultant.

Having witnessed firsthand the operational constraints imposed by legacy systems, Chris is a vocal advocate for modernisation across the industry. He is particularly passionate about harnessing emerging technologies to drive efficiency, transparency, and scalability in loan servicing. Through Oneiro and DLX, Chris is helping to shape the future of lending operations—pushing the industry toward smarter, faster, and more resilient infrastructure.

Hugo Pereira is Vice President of Market Analytics & Investor Strategy at the LSTA.

Previously, he served as Director of Analysis at LSEG, specializing in the leveraged loan and CLO markets, and as product manager for LPC Collateral, LSEG’s CLO analytics platform. During his tenure, Hugo covered the syndicated loan and broader credit markets, contributing regularly to LSEG publications.

Carolina Quinonez leads BNP Paribas’ global middle‑office team that supports the syndicated loan trading business across North America and Europe. Based in Montreal, she is responsible for the operational strategy, end‑to‑end trade‑lifecycle management, and delivery of client‑service excellence for the bank’s loan‑trading platform.

With more than a decade of experience in the syndicated‑loan market, Carolina specializes in post‑trade operations and settlement on the sell‑side. Before joining the loan‑trading middle office, she held roles in operational risk at BNP Paribas and spent five years with the Canadian Depository for Securities (CDS), the Canadian counterpart to the DTCC.

Carolina holds a Bachelor of Commerce with a major in Finance from Concordia University in Montreal.

Jake Reynolds is a financial services professional with over 14 years of experience. In 2024 Jake assumed the role of Assistant Vice President in U.S. Client Confidentiality and Corporate Actions at Barclays, where he supports the full lifecycle of credit agreement–driven events, including amendments, refinancings, acquisitions, and other complex corporate actions across the loans landscape.

At Barclays, Jake has been a core contributor to strengthening operational rigor in the corporate actions space with regulatory awareness, process efficiency, and cross market understanding. In addition to his role, Jake has been an active contributor in the LSTA Corporate Actions Working Group which seeks to improve precision, governance, and develop LSTA standards that will help drive consistency and clarity for market participants.

Jake holds a Bachelor of Science from Delaware State University and a Master’s degree from Wilmington University. Outside of work, Jake enjoys spending time with his wife and children.

Michael Schuster is a Product Manager of Syndicated Loans and Private Credit within the Alternatives Product team at Brown Brothers Harriman (BBH). Since joining BBH in 2007, Michael has overseen the Cash Reconciliations, Transactions, Derivatives and Corporate Action Accounting teams and prior to his current role, he led the firm’s Loan Accounting function, overseeing significant growth in loan assets under administration.

Before joining BBH, Michael worked at Investors Bank and Trust as a Director in the Client Management, Custody and Fund Accounting departments. He began his career at the State Street Bank and Trust Company.

Michael received his BSBA with concentrations in both Accounting and Finance from Robert Morris University and his MBA from Northeastern University as well as studies with the CAIA Association.

Marc Sileo is a Managing Director at Blackstone Credit and Insurance, with more than 20 years of experience across loan operations and investment support functions. He has held leadership roles throughout his career, overseeing complex operational platforms related to both public and private credit markets.

Marc has spent 13 years at Blackstone and currently serves as the Head of Loan Settlements, where he is responsible for supporting Broadly Syndicated and Private Credit loan trading. He plays a key role at the firm in driving operational excellence, scalability, and risk management as the credit markets continue to expand and evolve.

Marc is a strong advocate for leveraging modern technology and process innovation to enhance efficiency throughout the full life cycle of a loan.  He is also committed to fostering relationships with Blackstone counterparts as well as fund manager peers in relation to private and public market operations. Marc has participated in multiple LSTA working groups and committees, contributing to market structure, best practices, and standardization efforts.

Marc holds a B.A. in Economics from the University of Connecticut.

Sandra Zafra Stulberger is Managing Director and Head of Global Client Alternative Services at BlackRock, where she leads global teams delivering consulting, implementation, and operational solutions for clients investing in loans and private instruments. She partners with senior executives to drive strategic initiatives, operational transformation, and education on complex credit workflows.

A recognized industry advocate, Sandra serves on the LSTA Operations Steering Group, championing automation and best practices. With over two decades of experience at BlackRock, Goldman Sachs, and Citibank, she brings deep expertise in credit operations, risk management, and market innovation. Sandra holds a BS in Finance and an MBA from St. John’s University.

Allison Tanenbaum is Managing Director and Global Head of Trading Operations at Apollo. In this role, she oversees various activities throughout the investment operations lifecycle. This includes trade capture, confirmation, settlement, asset servicing, corporate actions and loan closing. Prior to joining Apollo, Allison held several management positions at Goldman Sachs. Her roles included leadership in Global Market Operations, Commodities Operations, and serving as the Global Head of Prime Brokerage & Clearing Operations

Founder, President, and Chief Product Officer at HashLynx, where he leads the development of blockchain-based infrastructure designed to modernize and streamline financial transactions. With more than 30 years of experience building mission-critical systems for major financial institutions, he has consistently delivered innovative technology solutions that drive efficiency and market adoption.

Previously, he served as Inventor and Director of IT at ClearPar, where he played a key role in the development and industry adoption of its leading electronic settlement platform for syndicated loans. Earlier in his career, he founded RAD Technologies, designing and implementing complex enterprise systems for large financial services firms and organizations across multiple industries.

In addition to his executive responsibilities, he sits on the Board of Directors of HashLynx, helping guide the company’s strategic direction and long-term innovation in financial technology and blockchain infrastructure.