2024 LSTA Annual Conference

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MORNING SESSIONS

9:15 am - 10:45 am

Do you want to have a greater impact and become more agile as a new or seasoned loan market professional? First, you must master the fundamentals and intricacies of this asset class.  Join our speakers as they connect the dots throughout the stages of the loan life-cycle – underwriting, syndication, credit approval, credit documentation (deals, facilities, pricing, transfer provisions), onboarding and agency servicing.  Primary allocation and secondary trade confirms, standard terms and conditions and pricing will also be reviewed.

Moderator

  • ELLEN HEFFERAN, Executive Vice President of Operations and Accounting, LSTA

Speakers

  • STEVEN BAUNCHALK, VP, Head of Transaction Coordination - Middle Market & Direct Lending, JPMorgan
  • DEIRDRE WHORTON CESARIO, VP and Head of Trade Closing, Americas, Deutsche Bank
  • DAVID FITZGERALD, Director, Credit Suisse Asset Management, LLC
  • ILARIA FLEISCHER, Managing Director and Head of Private Deal, Loan and Onboarding Operations, Oak Hill Advisors
10:45 am - 11:15 am
MORNING BREAK
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Alfa has been delivering leading-edge technology to the global asset finance and leasing industry since 1990, and is now powering commercial lending.

Alfa Systems, our class-leading SaaS platform, is at the heart of some of the world's largest and most progressive finance operations. Alfa Systems is proven at volume and across borders, and trusted by leading brands to manage complex portfolios, drive efficiency and sustainability, and enhance the customer experience.

With full functionality for originations, servicing and risk management, Alfa Systems is live in 37 countries, representing an integrated point solution, a rapid off-the-shelf implementation, or an end-to-end platform for the complex global enterprise. 

Recent innovation includes the Syndication module, which provides detailed asset collateral tracking and systemized automation throughout the entire lending lifecycle, supporting SME loans, wholesale finance and ABL structures as well as leasing and other asset backed verticals.

Our specialized expertise enables us to deliver the most challenging systems transformation projects successfully. Alfa maintains exceptional customer satisfaction through an impeccable track record, with our experience and performance unrivaled in the industry. Our customers stick with us for the long term, because we deliver value that lasts for decades.

Alfa has offices all over the Americas, Europe, and Australasia. For more information, visit us at alfasystems.com or on LinkedIn.

Versana

Versana is an industry-backed enterprise data and technology company transforming the syndicated loan and private credit markets. By digitally capturing agents’ loan data on a real-time basis, Versana provides unprecedented transparency into global loan level details and lender portfolio positions, bringing efficiency and velocity to the entire asset class. Through its centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of its investors, Versana has become the data provider of choice to usher in the long-awaited modernization of the $9 trillion loan market.

For more information, visit versana.io.

HashLynx is revolutionizing commercial loan settlement in today’s BSL and private credit markets with a next-generation SaaS platform built for speed, efficiency, and scale.  Our mission is bold yet simple: transform loan settlement into a transparent, low-friction process that drives efficiency for every participant in the ecosystem. Whether scaling across global funds or simplifying the most complex transactions, HashLynx delivers the tools the market needs to thrive.

A Platform Built for the Future
Designed by capital markets and fintech veterans, HashLynx replaces outdated, manual processes with modern infrastructure that accelerates settlement, reduces costs, and unlocks liquidity across syndicated and private credit transactions.

Trusted by the Market
Our leadership includes the original architect of the leading legacy settlement system and operators who have shaped loan market infrastructure from the start. With this unmatched expertise, our technology solves real-world challenges with precision and reliability.

The HashLynx Advantage
We’re redefining loan settlement—making it faster, cheaper, and easier.

Lamina, a West Monroe company, is transforming the way financial institutions manage syndication and participation loans. Built on more than 20 years of industry expertise, Lamina addresses the inherent complexity of multi-lender loan management by streamlining workflows, automating data transfer, and enabling seamless collaboration across banks, credit unions, and agricultural lenders.

Our platform simplifies every stage of the loan lifecycle—from origination through long-term servicing—within a single, centralized system. By leveraging API integrations and intelligent automation, Lamina reduces manual work, improves accuracy, and ensures consistency across deals, allowing institutions to close faster and operate with greater efficiency.

At the core of Lamina’s innovation is AI-driven notice management, a powerful capability that automates the storage, processing, and tracking of servicing notices. This ensures that critical communications are never missed, tasks remain on schedule, and loan operations teams can focus on higher-value work instead of manual administration. With Lamina, financial institutions gain a comprehensive, end-to-end solution that enhances accountability, improves collaboration with partners, and unlocks new levels of productivity.

Lamina is more than a platform—it’s a smarter, more connected way to manage participation loans. By combining deep domain expertise with advanced technology, Lamina equips lenders with the tools they need to drive efficiency, reduce risk, and elevate the borrower and partner experience.

CUSIP Global Services

The financial services industry relies on CGS’ unrivaled experience in uniquely identifying instruments and entities to support efficient global capital markets. Its extensive focus on standardization over the past 55+ years has helped CGS earn its reputation as a trusted originator of quality identifiers and descriptive data, ensuring that essential front- and back-office functions run smoothly. CGS is managed on behalf of the American Bankers Association (ABA) by FactSet Research Systems Inc., with a Board of Trustees that represents the voices of leading financial institutions. 

For more information, visit www.cusip.com.

SOLVE is the leading market data platform provider for fixed income securities. Industry-leading buy-side and sell-side firms trust the AI-driven SOLVE Market Data Platform to issue, value, and trade complex and illiquid securities. Through SOLVE data, insights, and tools, they gain unparalleled market transparency, reduce risk, and save hundreds of hours across front-office workflows.

FINBOURNE Technology provides cloud-native data infrastructure that unifies investment management operations. We solve the foundational challenges: fragmented systems, data quality issues, and inflexible legacy architecture, that create operational risk and slow innovation.

Our platform delivers a single, real-time view across all asset classes with complete lineage and bi-temporal accuracy. From portfolio and order management to IBOR, accounting, and reconciliation, FINBOURNE connects front-to-back workflows and integrates bi-directionally with your existing ecosystem, on your terms.

Modernize incrementally, retire technical debt strategically, and make your data audit-ready and intelligence-ready when you need it. Leading firms including HSBC, Northern Trust, and Baillie Gifford rely on FINBOURNE to eliminate data silos and accelerate time-to-market.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. For more information about us, please visit www.broadridge.com