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Archives: Speakers

BRAD COLMAN

Brad Colman is a Senior Managing Director, the Global Head of Healthcare investing and Global Head of Sponsor Coverage for Private Credit Strategies in Blackstone Credit and Insurance (BXCI) based…
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ALEX NABOICHECK

Alex Naboicheck is a Managing Director in the Bank’s Global Credit group, and runs the US Leveraged Loan Trading desk.  He joined Merrill Lynch in 2008 as an Analyst on…
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BRIAN PILKO

Brian Pilko is the Head of Portfolio Management & Research at AGL Credit Management and a member of the firm’s Investment Committee. AGL manages $23 billion across CLOs and private…
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CODY KENTARO ALEXANDER

Cody Alexander is a Vice President, Senior Credit Analyst at Sumitomo Mitsui Trust Bank leading BSL and MM CLO investments, with a focus on the top of the capital stack.…
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DAI IKEDA

Mr. Dai Ikeda is Head of Credit Group Sumitomo Mitsui Trust Investment Co., Ltd. (an affiliate of Sumitomo Mitsui Trust Bank, Limited (“SuMiTB”).. He is mainly responsible for credit product…
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DANIEL COLONNA, CFA

Dan Colonna, CFA, Managing Director, is a member of U.S. Leveraged Finance within BlackRock’s Fundamental Fixed Income business. He is the lead portfolio manager of BlackRock’s Magnetite CLOs. Prior to…
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MASAKI SATO

Masaki Sato joined Sumitomo Life Insurance in 2010. His early career included roles in financial analysis, insurance operations, and macroeconomic research in Washington, D.C. Since 2016, he has played a…
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AYAKO SERA

Ayako Sera is Executive Manager and Senior Market Strategist at Sumitomo Mitsui Trust Bank and has over 34 years of experience in market analysis, with a particular focus on foreign…
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KEVIN WOLFSON

Mr. Wolfson joined the firm in 2006 and is a Portfolio Manager on PineBridge Investments’ Leveraged Finance team, where he is responsible for managing US leveraged loan portfolios, including CLOs.…
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KYLE ULEP

Kyle Ulep is a Managing Director of Large Cap Private Credit for PGIM.  Mr. Ulep is fully dedicated to the Fund and leads origination efforts across PGIM’s global private credit…
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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