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Archives: Speakers

ERIC MULLER

Eric Muller, Portfolio Manager & Partner, Chief Executive Officer – BDCs, shares responsibility for leading OHA’s private credit business and has primary management responsibility for OHA’s BDCs. Prior to joining…
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JEFF DICKSON

Jeff Dickson is an Executive Managing Director of PGIM Private Capital and Head of Alternatives, which encompasses all leveraged Private Credit businesses, including Direct Lending, Corporate Mezzanine, and Energy Mezzanine.…
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BRIAN JULIANO

Brian Juliano is a Managing Director and Head of the U.S. Leveraged Loan Team for PGIM Fixed Income. He is also the Co-Head of PGIM Fixed Income’s U.S. CLO business…
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HARPREET S. ANAND

Harpreet S. Anand is a Portfolio Manager & Partner at Oak Hill Advisors (“OHA”), a $98 billion investment firm specializing in alternative credit. He shares portfolio management responsibility for a…
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SEAN GRIFFIN

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…
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TED BASTA

Theodore Basta is Executive Vice President of Market Analytics and Investor Strategy for the LSTA, where he leads the LSTA’s Market Analytics team, which is responsible for the LSTA’s analytical…
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JACK COLOMBINI

Jack Colombini has worked within S&P Global’s Loan Platforms and ClearPar groups for over 18 years and currently is Executive Director of Business Development. Over time with the firm, his responsibilities…
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Andrew Berlin, headshot

ANDREW BERLIN

Andrew Berlin is Director of Policy Research at LSTA. In this role, he strategizes on LSTA’s policy initiatives, develops thought leadership and policy-related research, and engages loan market participants, press,…
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ELLEN HEFFERAN

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…
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HUGO PEREIRA

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…
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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