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Archives: Speakers

RULA URSO

Rula Urso is a Director of Loan Operations for Kayne Anderson Private credit strategies. She has 26 years of finance experience. Prior to joining Kayne in 2017, Rula spent over…
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CHRIS SCHULTZ

Chris serves as a Principal at Churchill Asset Management, a $50 billion U.S. middle market private capital manager where he manages the Asset Servicing and Private Equity operations functions. Prior…
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MICHAEL SCHUSTER

Michael Schuster is a product specialist overseeing Syndicated Loans and Private Credit business within BBH’s Alternative Fund Services team. In his role, Michael focuses on driving optimization and strategic transformation…
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PHIL WALDIER

Phil Waldier is an Executive Director in the CIB Markets Loan Sales and Trading at Wells Fargo.  Phil started his career with Wells Fargo in 2006 spending time in Structured…
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MARY HEATH

​Mary Heath serves as the Head of Private Market Operations for Voya Investment Management, where she is responsible for the platform operations, cash management and settlement, data strategy, system solutions and…
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JACQUELINE CUSTODIO

Jackie has spent 12-years in Barclays Wholesale Leveraged Loan Operations where she currently heads the US Corporate Actions, NDAs, and Settlement & Servicing divisions.  Before her role at Barclays, she…
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BRIAN CALLAHAN

Brian Callahan is currently the Founder and CEO of Coefficient Markets, an electronic data and trading firm focused on the secondary loan market. Prior to starting Coefficient, he spent 18…
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KEN ROTHENBERG

Ken Rothenberg leads the Distressed Debt & Claims Trading Team, a niche and complex field requiring particular legal and financial expertise. With over 20 years’ experience, Ken is one of…
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COREY S. GEIS, CFA

Mr. Geis is Portfolio Manager, Head of Trading and Capital Markets at ICM US, having joined as part of the Marble Point transaction in January of 2023. Mr. Geis joined…
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JENNIE MAZZUCCO

Jennie Mazzucco is a Principal at Blue Owl and member of the Direct Lending Investment Team. In her current role, she focuses on the firm’s capital markets efforts. Previously, she…
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