2024 LSTA Operations Technology Conference

Back to Event

Morning

8:00 am - 9:00 am
Registration & Continental Breakfast
9:00 am - 9:15 am

Loan Market Highlights and LSTA Initiatives

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 allocations and secondary trade confirms, standard terms and conditions and pricing will also be reviewed.

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
10:45 am - 11:15 am
Morning Break
11:15 am - 11:30 am

Within the loan market, there are significant roadblocks that prevent faster settlement times for primary allocations and secondary trades. Our speaker will analyze settlement data and timeline information to shed light on one of the loan market’s most pressing deterrents.

Speaker

  • JACK COLOMBINI, Executive Director of Business Development, S&P GLobal
12:45 pm - 2:00 pm
Lunch

Afternoon

2:00 pm - 2:30 pm

When amending a deal, when should a new facility be issued vs. the existing facility retained? Is it important to maintain historical data? Should there be a market standard when employing cashless rolls to extend a maturity date or change an interest rate? If a facility is fungible, when does it funge? The trading, settlement, operational and regulatory implications inherent in these questions will be discussed. The importance of the timely application, publication, dissemination, and maintenance of CUSIPs will be reviewed. The LSTA’s and Coefficient Markets’ efforts to synchronize identifiers and identifier changes across the market will be explained.

Moderator

  • HUGO PEREIRA, Vice President of Analytics & Investor Strategy, LSTA, Inc.

Speaker

  • MATT CLARKIN, Senior Vice President, Product Manager, US Bank
Copyright © 2026 LSTA Events. All Rights Reserved.
Versana

Versana is an industry-backed enterprise data and technology company transforming the syndicated loan and private credit markets. By digitally capturing agent banks’ corporate 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 is fast becoming the technology of choice to usher in the long-awaited modernization of the corporate loan market.

For more information, visit versana.io.

HashLynx is a cost-effective and purpose-built loan settlement platform catering to Agent Banks, Investors, and Trustees in the syndicated loan market and private credit markets. Our cutting-edge solution combines advanced automation and blockchain capabilities within a scalable software platform, addressing persistent challenges in the loan market. Our goal is to significantly reduce settlement time, cost, and risk while enhancing operational efficiency across front, middle, and back-office functions.

Our platform is designed to eliminate pain points by offering customizable workflows, next-level controls, and integrated smart contract technology, bolstered by immutable data integrity.

Our commitment to transformation is underscored by our mission to streamline the syndicated loan and private credit landscape. Primary and secondary settlement processes are poised for meaningful reduction in complexity and inefficiency through HashLynx's intuitive interface.  We are currently engaging organizations in a software pilot and invite you to join.  Discover how we can empower you to navigate the evolving market landscape, reduce operational risks, and seize new opportunities for growth. Experience the future of syndicated loan settlement with HashLynx today.

More information is available at www.hashlynx.com.

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 50 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