Trade Settlement Case Studies (26Sept24)

Settling trades as quickly as possible requires expertise and close alignment from the buy-side and sell-side closers and administrative agents. Bringing their individual perspectives to the conversation, our panelists will demonstrate challenges, problem-solving skills, and potential solutions in a case study style discussion.  Presented by Ellen Hefferan, Executive Vice President of Operations & Accounting, LSTA, Connie Bailey-Blake, Vice President, Senior Operations Manager of Loan Settlement, Truist, Sandra Cuskie, Vice President, Global Portfolio Administration, PGIM Fixed Income, Jennifer Donovan, Principal, Davidson Kempner Capital Management, Brad Dudley, Director and Head of US Loan Closing and Settlements, Barclays and David Reynolds, Vice President, Operations, Goldman Sachs

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Trade-Settlement-Case-Studies-26Sept24.pdf

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