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, Inc.
Speakers
- STEVEN BAUNCHALK, VP, Head of Transaction Coordination - Middle Market & Direct Lending, JPMorgan
- DEIRDRE WHORTON CESARIO, Vice President, Head of Trade Closing, Americas, Deutsche Bank AG
- DAVID FITZGERALD, Director, Credit Suisse Asset Management, LLC
- ILARIA FLEISCHER, Principal, Global Head of Private Credit Operations, Loan Settlements and Agency, KKR