May 11, 2021
Webcast Only
Last December, the SEC adopted significant amendments to its existing rules under the Investment Advisers Act governing advertising by investment advisers and cash payments to solicitors. As a result of these amendments, as of May 4, 2021, there will be a single rule—new Rule 206(4)-1—which more comprehensively addresses requirements and prohibitions relating to investment adviser marketing and solicitation activities. Presented by David Dickstein, Partner of Katten Muchin & Rosenman LLP, Richard Marshall, Partner of Katten Muchin & Rosenman LLP and Amanda Segal, Partner of Katten Muchin Rosenman LLP. Presentation and Replay is now available to LSTA Members.
- Webcast
April 22, 2021
LSTA Virtual Annual 2021 Operations Conference: Series 6
The CLO market entered 2021 with a full head of steam. The post COVID market has primed an environment ready for new issuance, refis and resets. How can the impact of LIBOR transition and new technology solutions help participants scale their back office? Our panelists discussed these topics and how best to navigate the CLO market in 2021. Presented by Mark Bennett, Head of CLO Compliance Analytics, IHS Markit, Thomas Gough, MD, Head of Middle Office, CIFC Asset Management, Tracey Luttenegger, CLO Compliance Product Manager, IHS Markit, Alison McDevitt, Loan Operations Manager, Shenkman Capital Management and Lauren Schultz, Director of Portfolio Operations, AIG Credit Management. Presentation and replay now available to LSTA Members.
April 21, 2021
LSTA Virtual Annual 2021 Operations Conference: Series 5
Technology plays such a significant role in efficient operations; however, do you ever feel that you would benefit from a better understanding of technology concepts today? Members joined us as our speakers demystify technology for you, providing you with the tools to be part of the IT conversation. Presented by Jason Boyer, Global Sales Enablement Manager for Lending, Finastra, Ellen Hefferan, EVP of Operations and Accounting, LSTA, Nicole Henry, VP, Client Development, Loan Ecosystems LLC and Dr. Lewis Z. Liu, CEO and Co-Founder, Eigen Technologies. Presentation and replay now available to LSTA Members.
- Webcast
April 20, 2021
LSTA Virtual Annual 2021 Operations Conference: Series 4
Business managers must identify, own, and manage operational risks and the controls that mitigate the identified risks. This panel explored those risks, considering recent events, and provide documentation, workflow and behavior changes to avoid operational losses. Presented by Ellen Hefferan, EVP of Operations and Accounting, LSTA, Matthew James Moore, Director, Non-Financial Risk Management, Deutsche Bank, Michael Richardson, VP, Senior Consultant, Alternative Asset Services, Northern Trust and John Schmidt, SVP, Blackstone Credit. Presentation and replay now available to LSTA Members.
- Webcast
April 15, 2021
LSTA Virtual Annual 2021 Operations Conference: Series 3
Should the private credit investment world continue to expand, will operational expertise and technology that is scalable and automated be required? Our panel discussed recent trends in direct lending, offer comparisons to the syndicated loan market and determine if operational best practices and procedures would facilitate entry into this arena. Presented by Rob Healey, Director, Credit Suisse Asset Management, Jeremiah Loeffler, COO, Crestline Investors, Inc. and Ryan Morick, Managing Director, AlterDomus. Presentation and replay available for LSTA Members.
- Webcast
April 14, 2021
LSTA Virtual Annual 2021 Operations Conference: Series 2
Banking regulators have said new LIBOR loans must cease "as soon as practicable", but definitely no later than 12/31/21. This means you'll be doing post-LIBOR Ops in 6 months! Do you know how? This panel discussed how to actually operationalize different post-LIBOR rates...all at the same time! Presented by Heather Bronson, SVP, Syndicated and Corporate Lending Operations Executive, Bank of America, Meredith Coffey, EVP of Research & Public Policy, LSTA, Maggie Klinedinst, VP, ISG Product Operations, Morgan Stanley and Burke Malek, Managing Director and Chief Operating Officer, KKR Credit. Presentation and replay is now available to LSTA Members.
- Webcast