This session examined credit agreement transfer provisions and primary allocation and par/near par trading documentation. Also got a basic primer on pricing calculations, along with a focus on some of the more complex pricing situations as well as best practices for primary and secondary trade settlement. Presented by: Ellen Hefferan, Executive Vice President of Operations & Accounting, LSTA
How to Settle Primary Allocations and Secondary Trades – Summer Series 2026 (Presentation)
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- How to Settle Primary Allocations and Secondary Trades_SS 2026_29July26.pdf 1 MB
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