Trade Settlement Case Studies (Apr 18 2024)

Settling challenging trades as quickly as possible requires expertise and close alignment from the buy-side and sell-side closers and administrative agents. Our panelists brought their perspectives to the conversation and demonstrated their problem-solving skills in a case study-style discussion.  Presented by Ellen Hefferan, Executive Vice President of Operations & Accounting, LSTA; Connie Baily-Blake, Vice President, Senior Operations Manager of Loan Settlement, Truist; Jennifer Donovan, Principal, Davidson Kempner Capital Management; W. Brad Dudley, Director and Head of US Loan Closing and Settlements, Barclays; Mary Heath, Senior Vice President, Head of Loan Operations, Voya Investment Management and David Reynolds, Vice President of Operations, Goldman Sachs at the 2024 Operations Conference in Philadelphia.


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