2025 Joint New York Conference

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MORNING

10:30 am - 11:30 am
Registration
11:30 am - 12:30 pm
Lunch

AFTERNOON SESSIONS

12:30 pm - 1:00 pm

Speakers

  • SEAN GRIFFIN, Chief Executive Officer and Executive Director, LSTA, Inc.
  • EMMA NORMAN, Chief of Staff, Loan Market Association (LMA)
1:00 pm - 1:30 pm

Our Senior Economist will focus on the domestic economy and President Trump’s economic policies, including the impact of the President’s tariffs on the domestic economy. How will the tariffs impact American businesses? How will the trade war play out and impact Americans? Will we be pushed into a recession? This and so much more will be covered.

Click here for the presentation.

Speaker

  • MICHAEL S. HANSON, Executive Director and Senior Economist, JPMorgan Chase Bank NA
1:30 pm - 2:20 pm

An overview of the key trends and deal terms of the BSL markets in the US and Europe over the past 12 – 18 months, with crystal ball predictions for the next 12.

Click here for the presentation.

Moderator

  • ILONA POTIHA, Partner, A&O Shearman

Speakers

  • FILIPPO CROSARA, Partner, A&O Shearman
  • SANDERS WITKOW, Partner, Davis Polk & Wardwell LLP
2:20 pm - 3:10 pm

A look at the latest trends in Liability Management Transactions (LMTs) and what we are likely to see in the second half of 2025, including a look at emerging lender protection strategies through credit agreement protections and coop agreements.

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Moderator

  • AMELIA SLOCOMBE, Managing Director, Head of Legal, LMA

Speakers

  • FILIPPO CROSARA, Partner, A&O Shearman
  • LEWIS GRIMM, Partner, Jones Day
  • JESSICA REISS, Head of US Leveraged Loan Research, Covenant Review
3:10 pm - 3:20 pm
Break
3:20 pm - 3:50 pm

Geopolitical strategist, David Chmiel, will deliver the conference’s keynote address. He will examine the results of last year’s elections around the globe and how those voted into office are implementing their policies and how they are impacting the markets, including the US corporate loan markets. He will analyze the Trump tariffs and how they are affecting the US economy – from Main Street to Wall Street. Finally, he will share his views on the Ukraine war and whether Presidents Trump, Zelenskyy and Putin can successfully negotiate an end to the Ukraine war.

Click here for the presentation.

Speaker

  • DAVID CHMIEL, Managing Director, Global Torchlight
3:50 pm - 4:40 pm

How have the policy and economic uncertainties that emerged in the first quarter of 2025 impacted the outlook for CLOs? What opportunities and challenges do they pose for managers? This session will examine these questions and more as panelists discuss trends in CLOs developing in response to a dynamic macro and regulatory environment, an evolving investor base and structural innovations.

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Moderator

  • ANDREW BERLIN, Vice President, Director of Policy Research, LSTA, Inc.

Speakers

  • IAN GILBERTSON, Managing Director, Co-Head of US CLOs, Invesco
  • SUJAAN JOSHI, Managing Director, CLO Syndicate, Bank of America Securities
  • NICOLE SKALLA, Partner, Paul Hastings
4:40 pm - 5:30 pm

The global private corporate credit market is booming – that is certain. But what is its true size? Estimates differ on the current size of global private corporate credit, but the past performance and continued growth trajectory is certain – as is increased scrutiny by the regulators both in the US and Europe. This session will focus on key headwinds and tailwinds for this important segment of corporate lending.

Click here for the presentation.

Moderator

  • TESS VIRMANI, Deputy General Counsel, EVP - Head of Policy, LSTA, Inc.

Speakers

  • HUGO PEREIRA, Vice President of Analytics & Investor Strategy, LSTA, Inc.
  • SABRINA RUSNAK CARLSON, General Counsel, First Eagle Alternative Credit
  • MATTHEW SCHERNECKE, Partner, Hogan Lovells US LLP
  • PATRICK WALLING, Partner, The Private Credit Group, Proskauer Rose LLP
5:30 pm - 7:00 pm
Cocktail Reception
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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