With private loan market investors less versed in loans than those who invest in the broadly syndicated market, more and more operations professionals are needed to bridge the gap.
To facilitate shorter settlement times and improved agency services, collaborative communication and compromise are essential among the sell-side, buy-side, and administrative agents.
For those who have never been exposed to the tasks of investor reporting, it’s important to understand the tasks that need to be performed and why there is a need to receive specific information within certain timeframes.
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,...
