Master Loan Agreement Fundamentals and Intricacies (Apr 18 2024)

Do you want to have a greater impact and become more agile as a new or seasoned loan market professional? First, you must master the fundamentals and intricacies of this asset class. Our speakers connected the dots throughout the stages of the loan lifecycle—underwriting, syndication, credit approval, credit documentation (deals, facilities, pricing, transfer provisions), onboarding, and agency servicing. Primary allocation and secondary trade confirms, standard terms and conditions, and pricing were also reviewed.  Presented by Steven Baunchalk, Vice President, Head of Transaction Coordination, JPMorgan, Deirdre Whorton Cesario, Vice President, Head of Trade Closing – Americas, Deutsche Bank AG, David Fitzgerald, Director, Credit Suisse Asset Management, LLC and Ilaria Fleischer, Principal, KKR at the 2024 Operations Conference in Philadelphia.


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Membership in the LSTA offers numerous benefits and opportunities. Chief among them is the opportunity to participate in the decision making process that ultimately establishes loan market standards, develops market practices, and influences the market’s direction.

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