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 number of OHA’s portfolios. He serves on various firm committees including the compliance committee, investment strategy committee and several fund investment committees. Mr. Anand also serves on the firm’s Diversity, Equity and Inclusion Council. Previously, he had senior research responsibility for automotive, building products, chemicals, metals & mining, paper & packaging and aerospace & defense industries.

Prior to joining OHA in 2006, Mr. Anand worked at Bear, Stearns & Co. Inc. in its Leveraged Finance/Financial Sponsors Group. He earned a B.B.A., with honors, from the Stephen M. Ross School of Business at the University of Michigan.

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 and reporting initiatives, all of which enhance market visibility, transparency, and liquidity. Mr. Basta also manages key strategic products and partnerships for the Association, including LSTA secondary trading and settlement data initiatives, the LSTA/LSEG Mark-to-Market Pricing Service, and the Morningstar/LSTA Leveraged Loan Index. In addition, Mr. Basta organizes the Association’s global investor conferences, runs the LSTA’s Shift Date Process, and oversees the LSTA’s website. Finally, Mr. Basta plays an active role in speaking at industry conferences, both in the US and abroad, and has authored chapters on the secondary loan market in numerous books and market publications.

Prior to joining the LSTA, Ted was Vice President and Director of Global Pricing with Loan Pricing Corporation (LPC), where he managed the LSTA/LPC Mark-to-Market Pricing Service. During his tenure at LPC, Ted was instrumental in driving new product development and secondary market analytics.

Mr. Basta received an M.B.A. from the Zicklin School of Business at Baruch College and a B.A. in Accounting from Long Island University.

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, regulators, lawmakers, and other stakeholders on market developments and LSTA’s policy positions.

Andrew joined LSTA in 2023. Previously, he was the Director of Global Financial Services Industry Thought Leadership and Content Strategy at Protiviti, a global consulting firm. He has over a decade of experience covering leveraged finance capital markets as a journalist and in editorial leadership roles at Debtwire, Reuters, and Octus.

He holds an MBA from Boston University and a BFA from New York University.

Jennifer Daly is chair of Private Credit and Special Situations and a partner in the Corporate Department at Paul Hastings’ New York office. She is lead counsel for private credit funds, special situation and opportunistic funds, business development companies (BDCs), hedge funds and other investment advisors, leading financial institutions and borrowers in LBOs, leveraged finance, unitranche, first lien/second lien, mezzanine, Debtor-in-Possession financings, Rescues, Exits, liability management transactions and other secured and unsecured lending transactions, with a focus on both performing credit and the finance elements of in-court and out-of-court workouts and restructurings.

A selection of Jennifer’s significant representations includes Antares, Apollo, Blue Torch Capital, CVC, Blackstone Credit, KKR, Owl Rock, MSD Capital, Park Square Capital, Sound Point Capital, and New Mountain Capital.

Jennifer previously held senior roles in the financial services and investment management sectors at Bank of America Merrill Lynch and distressed credit fund Avenue Capital, and was the Chief Operating Officer and Chief Compliance Officer of the hedge fund Hunter Peak Investments.

Jennifer has been recognized as a leading lawyer by Chambers USA, IFLR1000, Legal 500 US, named to Crain’s New York Business 2023 Notable Women in Law List, and won the New York Law Journal’s Innovation Award in 2022, which recognizes “creative and inspiring approaches and forward-thinking firms and individuals.”

Education

• Fordham University, J.D.
• Georgetown University, B.A.

Mr. Eanes is the U.S. Chief Investment Officer for Redding Ridge. Prior to Redding Ridge’s acquisition of Irradiant Partners in May 2025, Mr. Eanes served as Co-CEO and head of liquid investments at Irradiant, overseeing the firm’s CLO management and CLO investing businesses.

Prior to the launch of Irradiant Partners in October 2021, Mr. Eanes served as head of the liquid credit group at Kayne Anderson Capital Advisors, focused on managing broadly syndicated loans and high yield bonds. Before that, he spent ten years at Ares Management in the firm’s Tradable Credit Group, where he most recently was a Partner and Portfolio Manager, co-heading the firm’s U.S. long-only liquid credit business.  While at Ares Management, Mr. Eanes sat on the board of directors of the Loan Syndications and Trading Association (LSTA) from 2015-2016. Prior to his time at Ares, Mr. Eanes was an analyst in the securitization banking group at Lehman Brothers, where he focused on structuring asset-backed securities for issuers with esoteric portfolios.

Mr. Eanes graduated summa cum laude earning a B.S. in Electrical Engineering from the University of Pennsylvania.

Erica Frontiero is a senior financial executive, advisor, and operating partner with over 20 years of leadership in private capital, M&A, capital markets, investor relations, and broker-dealer management. She has executed more than $200BN in public and private debt and equity financings, including high-profile LBOs and IPOs.

As CEO of EF Advisors, she advises fund managers, investors, and CEOs on M&A, growth strategy, capitalization, valuation, and private capital. Erica was previously a Managing Director and Chief Operating Officer of Carlyle Global Capital Markets and the Head of Capital Solutions, a $60MM business within Carlyle. She was also the head of Debt Capital Markets and a member of Investment Committee for Direct Lending within Global Credit at Carlyle, a $465BN Global Investment Firm. Prior to joining Carlyle, she spent 12 years with Antares/GE Capital, began her career at Banc of America Securities in New York and London, and built early expertise in business development and sales at NBCUniversal.

A recognized champion for women in finance, Erica received the Women of Wall Street Award in 2019 and a Carlyle Award in 2021. She is Chair of the Board of Dress for Success Worldwide and has held leadership roles with the Board of Directors of the LSTA and the Alternative Credit Council. She holds a B.A. in Economics from Wake Forest University and Series 24, 7, and 63 securities licenses.

www.linkedin.com/pub/erica-frontiero

Mr. Gosden joined Apollo in 2015 and is a Partner in the Financial Institutions Group focused on asset and wealth management investing. He also spends time on firmwide strategic priorities, including leading Product Innovation and Defined Contribution teams globally. Previously, Mr. Gosden worked at Benefit Street Partners’ Corporate Development Group and began his career at Morgan Stanley in the Financial Institutions Group.

Mr. Gosden graduated from Duke University with a BA in History and received his MBA from Harvard Business School.

Conor Grennan is Chief AI Architect at NYU Stern School of Business, where he builds generative AI fluency across the institution, including MBAs, faculty and administration. Prior to that role, he served as Dean of Students for the past 10 years.

Outside of NYU, Conor is the CEO and Founder of AI Mindset, an AI consulting company that trains professionals, leaders and organizations on a new and effective framework for generative AI. He has worked with teams across industry, including at OpenAI, McKinsey, NASA, PWC, ServiceNow, SAP, DaVita Healthcare, NYU Langone, Providence Health, Deloitte, Sycamore Partners, Wellington Management, American Securities, WelshCarson Private Equity, the US Dept of Treasury, and more.

Conor is the Head GenAI Trainer for the Chief Executive Group and LinkedIn Learning’s instructor for AI for Business. He has keynoted on generative AI at the Generative AI World Conference, Generative AI Week, PWC’s Trust Leadership Academy, MetTel’s Innovation Conference, Correlation One’s CHRO Insights event, the Franchise CEO Summit, the Chief Executive Annual Summit, and many other large-scale events.

Conor is also a New York Times and #1 international bestselling author, published in 15 languages. He is a keynote speaker, TEDx speaker, and executive coach. His AI insights have been featured in Entrepreneur, Business Insider, Vox and other media. He co-hosts the AI Applied Podcast (top 20 in Business News) and is a Top Voice in Public Speaking on LinkedIn, where he has over 65k followers that track his generative AI insights.

Outside of his work in AI, Conor has been named a Huffington Post Game Changer of the year for his humanitarian work with trafficked children in Nepal, and in 2014 was given the Unsung Hero of Compassion Award by His Holiness the Dalai Lama. He has a BA from the University of Virginia and an MBA from NYU Stern, and lives in Connecticut with his wife Liz (an AI specialist) and two children.

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 April 2024, Mr. Griffin spent 23 years at JPMorgan where he was a Managing Director and held various roles within its global markets division, including deputy head and co-head of JPMorgan’s Global Primary CLO business.  Mr. Griffin’s experience covers cash flow and market value securitization products and spans multiple asset classes, focusing on corporate credit and bank loans.

While at JPMorgan, Mr. Griffin worked with various issuers and investors, including private equity, hedge funds, asset & money managers, banks, and insurance companies.  Mr. Griffin utilized CLO/CDO technology to provide clients with access to capital and address their business goals, whether it be the growth of AUM via traditional CLO/CDO issuance, balance sheet relief and more specialized bespoke financing solutions.

Mr. Griffin received a BA in Mathematical Economics from Brown University.  He resides in Westport, CT with his family where he is actively involved with youth sports, including football, soccer and rugby.

Pratik Gupta is a Managing Director and head of CLO and RMBS Strategy. Gupta and his team are responsible for covering trends in mortgage credit, Housing and its securitized market in the US and publishing their views on relative-value across sub-sectors and focal risk points for investors, as well as highlighting issues around governing documents and ongoing court cases. Gupta is responsible for covering the CLO market, focusing on underlying CLO manager behavior, trends in the underlying leveraged loan asset class, relative value and performance trends. Regular research publications include Non-Agency Alert, Non-Agency MBS Weekly, CLO Alert, and CLO Weekly.

Gupta has been ranked #1 in the Institutional Investor Survey for the past 5 years in Non-Agency RMBS since 2020. He has been ranked #1 in CLOs for the past 4 years since 2021. His team was ranked as the ‘Best US CLO Research’ in the 2021, 2022 and 2023 Creditflux survey. He has been awarded with the ‘Best Research’ award by the LSTA and Deal Catalyst in 2023, 2024 & 2025.

He was the co-head of RMBS/CLO research at Nomura until 2019. He has an MBA from the Indian Institute of Management (IIM), Ahmedabad, and a Bachelor’s and Master’s in Electronics from the Indian Institute of Technology (IIT), Madras.

For more information about any awards cited, visit https://go.bofa.com/awards

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 that promote a more efficient, standardized, and liquid loan market. She also evaluates proposed regulatory rulemakings for potential operational impacts.

Ms. Hefferan supports the LSTA’s Liquidity Committee. She chairs multiple key working groups and committees, including the Operations Steering Group, Settlement Committee, Buy-Side Operations Committee, Custodian/Trustee/Fund Administrator Committee, Private Credit Operations Committee, and Corporate Actions, CUSIP, and MEI/CEI Working Groups. She also co-chairs the Product and Technology Committee. Her work focuses on improving operational processes, promoting interoperability, and identifying areas for standardization across the market. Additionally, she oversees the LSTA’s SOFR Calculator and the Directory and Escalation Matrix.

Previously, Ms. Hefferan served as President of ClearPar from its founding in 2000 until March 2006. Prior to that, she was Vice President and Senior Counsel at Citigroup, where she advised the loan syndications, trading and sales desks, and corporate banking origination teams. Her earlier roles include Associate at Winston & Strawn and Staff Accountant in the Audit Division of Arthur Andersen & Co.

Ms. Hefferan holds both a BS in Public Accounting and Marketing and a JD from Fordham University. She is a Certified Public Accountant and a member of the New York State Bar.

Steven is co-founder and CEO of 9fin, a fintech startup that provides AI powered financial data for the high yield bond market. 9fin uses machine learning and computer vision to extract key information from financial documents. By making data easy to search, filter and analyse, 9fin allows financial professionals to make better investment decisions. The company’s predictive analytics help forecast key capital markets events with a high degree of accuracy (100% record in 2018); these include defaults, ratings changes, refinancing & recapitalisation transactions.

Before founding 9fin Steven worked as an Investment Executive at Babson Capital Management covering the European High Yield Bond and Leveraged Loan market. Steven has also worked previously in the Leveraged Finance team at J.P. Morgan in London. He graduated from the University of Bristol with a first class honours degree in Law.

David leads Versana’s technology strategy and is responsible for building and managing the Company’s technology team. Over his 30-year career, David built products advancing electronic trading, order management and workflow solutions across FI, FX and commodities at both early- stage start-ups and large corporate fintechs. Most recently, David was Co-Founder and CTO of LTX, an electronic corporate bond trading platform and prior to that, co-founded TwoFour Systems, which was acquired by Broadridge in 2014.

He holds a BS from the University of Vermont.

Michelle Kilkenney is a corporate partner in Kirkland’s Chicago office and an active committee member and Chicago office Pro Bono Coordinator, of the Firm’s award-winning pro bono program. Michelle focuses her practice on debt financing transactions and represents private equity groups, commercial lending institutions and other private and public companies in connection with the negotiation, structuring and documentation of secured and unsecured financing transactions for both borrowers and lenders, including senior, mezzanine and subordinated debt transactions, acquisition financings, and loan workouts and restructurings, including debtor-in-possession financings.

Education

Ohio State University, J.D., 2002

• The Ohio State University Moritz College of Law, J.D., with Honors, 2002 Order of the Coif Joanne Wharton Murphy Award Articles Editor, Ohio State Law Journal
• Ohio Wesleyan University, B.A., Politics & Government, summa cum laude, with Honors, 1999 Phi Beta Kappa, Mortar Board, Omicron Delta Kappa

Vitaliy Kozak is Octaura’s Chief Product Officer, leading product development for the syndicated loan & CLO electronic trading platform. As the platform’s co-creator, he played a central role in the design, development and build-out of what was then known as Project Octopus (now Octaura). Vitaliy was formerly at Citi as a Managing Director and Global Co-head of the CLO, ABS, TRUPS and CDO trading desk. His work on CLO Citi Velocity was recognized by CreditFlux’s annual CLO Census as the best Secondary CLO Analytics in 2021 and 2022.

He earned a Bachelor of Science in Mathematics and Computer Science from the Imperial College London and currently resides in New York with his family.

Danelle heads the U.S. Banking practice and is the US representative on our Partnership Board. She has extensive experience in advising clients in complex domestic and cross-border finance transactions, including leveraged buy-outs and other acquisition financings, general corporate financings, fund financings, asset finance transactions, infrastructure and project finance transactions, structured and tax-based financings, debt restructurings and work outs.

Danelle is the lead U.S. relationship partner for several of the firm’s major banking clients. She is ranked in Chambers USA 2026 for Banking & Finance, and legal directories have noted that Danelle is “very knowledgeable, commercial and responsive” and “highly professional and goes the ‘extra mile’ to provide technical legal as well as practical, strategic advice to the highest standard.”

Danelle completed a bachelor of commerce at the University of Otago, New Zealand and a bachelor of laws at the University of Canterbury, New Zealand.

Patrick McGee is San Francisco Correspondent for the Financial Times, where he’s been a reporter since 2013 on three continents. He joined the paper in Hong Kong to cover Asian business and markets, moved to Frankfurt to report on the Volkswagen diesel scandal and emerging crises in German industry, and since 2019 has been based in the Bay Area covering Apple and tech hardware.

Patrick’s tech reporting won a San Francisco Press Club Award — best tech article for a newspaper, 2023 — for his deep dive into Apple’s HR problems. His FT magazine cover article, “Inside Peloton’s epic run of bungled calls and bad luck,” received an Honorable Mention for SABEW’s Best in Business Awards, 2022 (co-authored with Andrew Edgecliffe-Johnson).

His focus over the past decade has been on Apple, digital advertising, robotaxis, electric vehicles, German industry, and connected fitness.

Previously, he was a bond reporter at The Wall Street Journal in New York. He has a Master’s in global diplomacy from SOAS, University of London, where he wrote a thesis arguing that America’s military budget and strategy were not fit for 21st century threats. He also has degree in religious studies from the University of Toronto. Originally from Calgary, Canada, Patrick resides in the Bay Area.

Patrick’s book, Apple in China, is a three-decade narrative on Apple’s ascent from the brink of bankruptcy to world’s most powerful company. The first major history of Apple in the 21st century, the book is based on 200+ interviews with current and former Apple executives and engineers. It tells the story of how tech giant tied its fortunes to America’s biggest rival, transforming both company and country. Apple in China has been named a most anticipated title of 2025 by Foreign Policy and Publishers Weekly, and was listed in “What to Read in 2025” by the Financial Times.

Mr. Narsimhamurthy is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2024, Mr. Narsimhamurthy was a Senior Managing Director and Global Head of Fund Ratings at Kroll Bond Rating Agency (KBRA). Prior to this role, Mr. Narsimhamurthy held a variety of analytical roles at KBRA across the Structured Finance and Public Finance verticals. Prior to KBRA, Mr. Narsimhamurthy was an Associate Analyst at Moody’s.

Mr. Narsimhamurthy holds a BA in Economics and Public Policy from Rutgers University and a Master of Public Administration from New York University.

Meghan Neenan is a managing director in Fitch Ratings’ financial institutions group and the North American head of Non-Bank Financial Institutions. Her coverage includes alternative and traditional investment managers, hedge funds, pension funds, securities firms, financial market infrastructure firms, business development companies, consumer and commercial finance companies, and leasing companies.

Prior to joining Fitch in June 2006, Meghan was an equity analyst at Morningstar, Inc., covering companies in the financial institutions industry. She began her career as a bank examiner at the Federal Reserve Bank of New York, analyzing a wide range of institutions, from small community banks to large, complex banking organizations.

Meghan graduated summa cum laude from Mount Union College with a BA in accounting and business administration and earned her MBA from the University of Notre Dame. She is a Chartered Financial Analyst (CFA) charterholder.

Vikrant is a global product leader with over two decades of experience driving innovation, scaling high-impact teams, and delivering market-defining solutions across industries. He oversees a portfolio serving 3,500+ clients worldwide—including CLO managers, fund administrators, banks, buy-side firms, custodians, and private market participants—through industry-leading platforms such as Debtdomain, ClearPar, WSO, Loan Reference Data, Notice Manager, and CLO Compliance.

Recognized for blending strategic vision with execution, Vikrant has pioneered AI-driven capabilities that transform workflows, elevate user experiences, and unlock operational scale in global lending markets.

Before leading product for Lending Solutions, Vikrant held senior product and business architecture roles across multiple industries, driving transformative growth in businesses such as Reg & Compliance. Earlier in his career, he spent a decade at Markit and IHSMarkit as a founding product leader, where he was instrumental in developing Markit Document Exchange—the foundation for today’s Reg & Compliance business at S&P Market Intelligence.

Mr. Occi is a Managing Director of Morgan Stanley and a member of the Morgan Stanley Private Credit Team, where he serves as the Chief Executive Officer for Direct Lending. Mr. Occi joined Morgan Stanley in 2006 and has also held a variety of roles across Global Capital Markets and Investment Banking, with a focus on covering financial services clients.

Prior to joining Morgan Stanley Investment Management in 2022, Mr. Occi was Head of Financial Institutions Equity Capital Markets.

Michael graduated magna cum laude from Georgetown University, with a BA in Finance and Accounting.

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 markets, and as product manager for LPC Collateral, LSEG’s CLO analytics platform. During his tenure, Hugo covered the syndicated loan and broader credit markets, contributing regularly to LSEG publications.

Vivek is CEO and co-founder of Etherealize, an institutional product company bringing blockchain-based settlement solutions to Wall Street. Etherealize is backed by the Ethereum Foundation and has been active on the education, technology development and policy fronts.

Prior to joining the Ethereum ecosystem, Vivek spent 15 years on Wall St. He was a high yield bond, distressed credit, and loan trader at Morgan Stanley, UBS, Deutsche Bank, and Nomura, and was a Managing Director of Investment Banking at BitOoda before starting Etherealize.

Vivek graduated from Yale with a degree in economics.

Todd is a Managing Director in J.P. Morgan’s Leveraged Debt Capital Markets team in New York, having relocated back from London in 2021, where he worked for 11 years beforehand after beginning his career in New York. The group works closely with corporates and private equity firms to structure and arrange a variety of transactions including LBO’s, corporate acquisitions, recapitalizations and refinancings in the broadly syndicated and privately placed leveraged loan, high yield bond, mezzanine debt and preferred equity markets.

Todd has spent his entire career at J.P. Morgan and its predecessors, joining Chase in 1999. Within the leveraged finance group, he has experience and expertise across a wide variety of industry sectors, with a particular focus on natural resources, industrials and entertainment.  Over the course of his career, Todd has executed over 500 transactions, raising nearly half a trillion dollars for clients.

Todd currently serves as a member of the LSTA Board of Directors.

Dhruv is a Managing Director and leads Capital Markets at Stone Point Capital.

Dhruv joined Stone Point in 2017 and has more than 15 years of experience in the financial services industry.

Matthew Savino is a Managing Director-Partner and Global Head of Carlyle’s Capital Markets team. He is based in New York.

Prior to joining Carlyle, Mr. Savino was a Managing Director at BlackRock, Inc., where he served most recently as its Global Head of Alternatives Sourcing and previously as its Co-Head of Global Capital Markets.   Prior to his time at BlackRock, Mr. Savino worked as an investment banker in the Leveraged Finance Group at Barclays Capital and Lehman Brothers and as a financing lawyer at Latham & Watkins LLP.

Mr. Savino received a B.A. from Boston College and J.D. from New York University School of Law.

Nathan Sheets, Ph.D., is Global Chief Economist at Citi Research. In this role, Nathan leads Citi’s surveillance and forecasting of the global economy and directs the analysis of the firm’s economics team. He interacts closely with Citi’s major institutional clients and internal risk takers, and publishes research on cross-cutting themes shaping the global economy and financial markets.

Most recently, Nathan was Chief Economist and a member of the senior investment team at PGIM Fixed Income. He also has served as Under Secretary of the U.S. Treasury for International Affairs, representing the U.S. government on international economic issues. Previously, he held positions with Citigroup as Global Head of International Economics and with the Federal Reserve Board as Director of the Division of International Finance and FOMC Economist. In addition, Nathan was a senior advisor to the U.S. Executive Director of the International Monetary Fund and a visiting fellow at the Peterson Institute for International Economics. He joined Citi in October 2021.

Sherri Snelson is a partner in White & Case’s Debt Finance practice, based in New York.

Sherri has extensive experience acting as lead counsel for lenders, private funds and their portfolio companies in connection with leveraged finance and fund/portfolio finance transactions. Sherri is dual qualified in New York and England & Wales and practiced previously in the UK. Sherri has acted as lead counsel on hundreds of finance transactions that span a wide array of industries and jurisdictions throughout the Americas, Europe and Asia.

Sherri has particular expertise in lending to private funds, including pursuant to subscription, hybrid and NAV facilities; GP/manco facilities; holdco back-leveraging financings; margin loans; TRSs and preferred equity transactions.

Sherri has a comprehensive understanding of the fund finance space, allowing her to provide strategic advice and solutions tailored to our clients’ specific needs.

Education

• JD, University of North Carolina
• MBA, New York University
• BA, Wake Forest University

Cade Thompson (New York) joined KKR in 2011 and is a Partner on the KKR Capital Markets team. He is the Global Co-Head of KKR Debt Capital Markets as well as the U.S. Co-Head of the KKR Credit Solutions Group.

Prior to joining KKR he was a senior member in the Americas Financing group at Goldman, Sachs & Co. where he focused on leveraged finance capital markets and distribution. Previously, Mr. Thompson held positions with Banc of America Securities and Wachovia Securities.

Mr. Thompson received a B.B.A. in Finance from the University of Georgia.

Tess Virmani is Deputy General Counsel, Head of Policy at the LSTA.

As a member of the senior leadership team, Tess heads the LSTA’s policy initiatives and serves as lead on all ESG initiatives. In this broad role, Tess has the opportunity to further the Association’s mission of promoting a fair, orderly, and efficient loan market. She and the Policy team engage with market participants, press, and regulators on issues and developments in the global loan market. The LSTA’s Policy team offers thought-leadership through publications, conferences, and webcasts.  On ESG developments, the Association has been significantly involved in sustainable lending and ESG reporting in private markets since the emergence of this trend. On behalf of the Association, Tess founded and serves as Co-Secretariat on the ESG Integrated Disclosure Project and maintains global sustainable loan frameworks, such as the Green Loan Principles and Sustainability-Linked Loan Principles.

Prior to joining the LSTA, Tess practiced as a finance attorney at Skadden, Arps, Slate, Meagher & Flom LLP in New York. She received a B.S. in International Politics from the Walsh School of Foreign Service at Georgetown University and a J.D. from Fordham University School of Law. She is admitted as an attorney in New York. She is a Fundamentals of Sustainability Accounting Credential Holder and holds a CFA Institute Certificate in ESG Investing.

Mr. Wallace is a managing director at Antares Capital and is responsible for syndication, distribution and trading activities for leveraged credit.

Prior to joining Antares in 2007, Patrick was the head loan trader at Societe General. Prior to that, Patrick worked at BNP Paribas and began his career at Bankers Trust/Deutsche Bank in the High Yield Capital Markets group.

Mr. Wallace graduated from Yale University.

Dadong is Head of Barings Portfolio Finance and chair of the Portfolio Finance Investment Committee. He is responsible for leading a global team that originates, underwrites, and manages investment grade portfolio finance investments. Dadong was previously Head of Alternative Investment Solutions at MassMutual where he built strategic partnerships with alternative asset managers globally and originated bilateral private portfolio finance opportunities.

Prior to joining MassMutual, Dadong was an investment professional with experience investing across the capital structure in both public and private asset classes at Blackstone, Altai Capital, and Coatue Management. Previously, he was an investment banking professional at J.P. Morgan in the Financial Institutions Group.

Dadong graduated magna cum laude from the University of Michigan, Ross School of Business and LSA Honors College with a triple major in business, biophysics, and honors German, where he was a Martin Haller Award recipient.

Jasen Yang is a Managing Director at Apollo, where he leads fund finance investments and other structured credit investments. Prior to joining Apollo in 2021, Jasen was Managing Director and Head of US Credit Structuring at BNP Paribas. Previously, he was Founder and CEO of a financial technology company, and Partner and Head of Structuring at C12 Capital Management before that. Jasen has also held a variety of proprietary trading and structured finance roles at Barclays Capital, Deutsche Bank, and Credit Suisse First Boston.

Jasen graduated cum laude from Yale University with a BS in Mathematics.