Necessary Changes to Improve Settlement and Loan Processes (Apr 18 2024)

To facilitate shorter settlement times and improved agency services, collaborative communication and compromise are essential among the sell-side, buy-side, and administrative agents.  This panel discussed suggested changes to existing processes, credit and trade documentation, behavior, and technology.  Presented by Ellen Hefferan, Executive Vice President of Operations & Accounting, LSTA; Sandra Cuskie, Vice President, Global Portfolio Administration, PGIM Fixed Income; Bill Melanson, SVP, Investment Ops – Bank Loan Settlements, Oaktree Capital Management; Brian O’Neill; and Phil Waldier, Executive Director, Wells Fargo Corporate & Investment Banking at the 2024 Operations Conference in Philadelphia.


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