Loan Operations Conference
Wednesday, 7 June 2023, 1.30 - 5.30, followed by networking drinks
Allen & Overy, One Bishops Square, London E1 6AD
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On 7 June we held our Loan Operations Conference in London.
This year, as the LMA undertook a remodelling of its existing European Loan Operations Committee, opening up participation to its membership at large, the focus was very much on forging ahead. Obstacles, new and old, continue to test operational efficiency, but when we come together and explore new ‘out-of-the-box’ avenues, the path ahead can be bright indeed.
This year, not only did we invite you to join us to listen to our expert speakers, but to actively engage with the agenda and drive discussion in our final session. Active engagement of all professionals in the market is essential to driving efficiency forward and we therefore made active engagement a requirement for all participants who attended this Conference.
The agenda covered:
- How Agents Handle Ancillaries
- Moving Operations Forward
- Solving for Settlement: Audience Led Session
Below is the highlights video for the conference.
LMA Loan Operations Conference Highlights
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Duration: Wednesday, 7 June 2023, 1.30 - 5.30, followed by networking drinks
Location: Allen & Overy, One Bishops Square, London E1 6AD
Who can attend: Members Only
Price: Free Event
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Welcome address and introduction
Chair : Gemma Lawrence-Pardew, Director, Legal & Head of Sustainability – LMA
How Agents Handle Ancillaries
A look at how to handle ancillary facilities and how this is supported by documentation as well as vendor platforms.
Chair : Gemma Lawrence-Pardew, Director, Legal & Head of Sustainability – LMA
Alasdair Garnham , Vice President, Transaction Management, EMEA Loans Agency, Citibank Europe plc
Mark Clark , Head of Syndicated Loans Agency – Natwest
Matt Dunn, Partner – Clifford Chance LLP
Tony Agostini, SVP, Regional Operations Head – Bank of America
Moving Operations Forward
A look at what is required to move the operational administration of loans forwards.
Chair : Doug Laurie, Director , Head of Strategic Change, Wholesale Lending Business - Barclays
Chris Papathanassi, Founder and CEO - Oneiro Solutions
Cynthia Sachs, Founding CEO – Versana
Helen Orton, Senior Director, Product Management, Lending - Finastra
Keith Miller, Global Head of Private Debt – Sanne
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Solving for Settlement: Audience Led Session
Setting the scene for the afternoon's discussion, Nigel Houghton will present the LMA's secondary settlement statistics collated over the past few years, together with listing a number of the well know impediments causing delays.Using this, the audience will be invited to engage with their 'tables' for 30 minutes to brainstorm ideas for solving impediments to settlement. Each table will then present their idea and the expert panel will debate the meritocracy of each solution.Those ideas with the most merit will be taken forward as LMA projects and put into action.
Chair : Nigel Houghton, Managing Director - LMA
Cory Olsen, Head of Loan Products – Access Fintech
David Jesson, Managing Director, Loan Platforms - S&P Global
Faizal Khan, Partner Clifford Chance
John Birch , Vice President – JP Morgan
Louise Blake , Head of Agency Administration Europe – Wilmington Trust
Paul Taylor, Director Fixed Income - PGIM
Networking Drinks Reception
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