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Archives: Speakers

SARAH WAGNER

Sarah Wagner is a Managing Director and Head of Loan Platforms for S&P Global Market Intelligence. Her responsibilities include ClearPar, Debtdomain, Loan Reconciliation, Custodian Services, ADFlow, and Loan Processor. The…
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JENNIFER DONOVAN

Jennifer Donovan is a Principal at Davidson Kempner Capital Management LP.  She manages the global team responsible for the settlement of loans, claims and private equity and the administration of…
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COURTNEY SCHONES

Courtney Schones joined OHA in 2012 and is the Head of Private Deal Operations.   She has responsibility for coordination of private deal operations for the U.S. and U.K. offices including…
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GILLIAN MYERS

Ms. Myers is a senior vice president and manager in the alternatives operations group in the Chicago office, focusing on operational support for the firm’s syndicated bank loan investments. Prior…
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SIMON HARRISON

Simon Harrison is Director of North America Lending Operations at Citibank. He is responsible for Loan Booking, Servicing & Trade Settlement activities throughout the lifecycle of a loan contract. His…
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KEVIN GALLAGHER

Kevin Gallagher joined Bain Capital in 2006. He is a Senior Vice President and the Head of Operations for Credit and Insurance. Kevin is responsible for the Middle Office, Trade…
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EMMA ZHANG

Emma Zhang is the CEO and co-founder of PactFi, an end-to-end infrastructure for private credit transactions. PactFi, since going to production in 2023, has processed $100B in volume from more…
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CYNTHIA SACHS

Cynthia Sachs joined Versana as Founding CEO in 2021 following decades of experience in the syndicated loan market, financial technology space and across various start-up ventures. Cynthia spent her early career as…
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JASON COHEN

Jason Cohen leads Octaura’s Operations functions including Legal, Compliance, Market and Customer support, and Finance.  Since joining Octaura in 2022, Jason has helped define the company strategy and ensure effective…
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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