Leveraged Commentary & Data


LCD’s team at S&P Capital IQ, a part of McGraw-Hill Financial (NYSE: MHFI), is the world's premier provider of news and commentary on the credit markets. With offices in 23 countries, S&P Capital IQ is an important part of the world's financial infrastructure and has played a leading role for 150 years in providing investors with information for their investment and financial decisions.

McGraw Hill Financial, a financial intelligence company, is a leader in credit ratings, benchmarks and analytics for the global capital and commodity markets.

Mark Auerbach
Tel: (212) 438-2703

Cortland Capital Markets Services


Cortland's investment professionals deliver independent adminstrative, analytical, and accounting solutions to institutional investors across the globe.  Cortland's loan services group provides loan adminstration, trade settlement, and fully featured adminstrative agency and successor agency services.

Cortland provides CLO Managers a comprehensive middle-and-back office solution to manage CLOs, SMAs, and funds.  Services include hypothetical trade analyses, trade settlement, compliance and waterfall modeling, managing rating and pricing feeds, and bespoke management reporting.

In addition to syndicated loan services, Cortland investment servicing provides fund adminstration, commercial bank loan servicing, and securitization services.  Cortland is SSAE16 SOC I Type II certified.

Syndicated Loan Services: Lora Peloquin, lora.peloquin@cortlandglobal.com, Tel: (312) 564-5055
Successor Agency: Joanna Anderson, joanna.anderson@cortlandglobal.com, Tel: (312) 262-3193
CLO Manager Services: Tim Houghton, CFA, tim.houghton@cortlandglobal.com, Tel: (312) 564-5053
European Services: Juliana Ritchie, juliana.ritchie@cortlandglobal.com, Tel: +44 (0) 20 3102 7381


Fitch Ratings


The Fitch Ratings U.S. Leveraged Finance team covers both high yield bonds and leveraged loans.  A seasoned analytical team combines deep industry experience with leveraged finance sector expertise to produce a comprehensive portfolio of credit data and insights, including Issuer Default Ratings (IDRs), which express an entity's relative probablity of default, Recovery Ratings, which reflects instrument-specific expected loss and recovery given default for entities with IDR rating of 'B+' or below and Company, Sector and Market research, which provide insight into key themes in the leveraged finance market -- including new structures, covenant trends and credit metrics.

Jill Zelter, Managing Director
Tel: (212) 908-0774
33 Whitehall Street, New York, NY 10004




Markit is a leading global diversified provider of financial information services.  We provide products that enhance transparency, reduce risk and improve operational efficiency.  Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund adminstrators and insurance companies.

Markit's global loan business provides an integrated platform for efficient end-to-end loan management.  This includes portfolio management services, loan pricing, loan indices, loan reference data, agent servicing portals, automated trade settlement, loan messaging hubs, counterparty identifiers and data and front office solutions.

Founded in 2003, we employ over 4,000 people in 11 countries.  Markit shares are listed on Nasdaq under the symbol MRKT.  For more information, please see www.markit.com.

Stephen Johnson, Managing Director
Tel: (972) 560-4420
5430 LBJ Freeway, Suite 800, Dallas, TX 75240

Tel: (917) 441-6658
620 Eighth Avenue, 35th Floor, New York, NY 10018

Virtus Partners


Virtus is the premier provider of tailored fixed-income services for the world's elite managers.  Our robust offering combines front-, middle- and back-office services in a single platform, customized to your needs.  We support structured and non-structured transactions, including adminstration, middle-office outsourcing and data and analytics.  With over $200 billion in assets across the platform, Virtus offers a robust suite of capabilities:

  • Administration & compliance for CLOs, CDOs, Separate Managed Accounts (SMA), Total Return Swap (TRS) funds and registered funds
  • Hedge Fund Accounting and Investor Services focused on credit and fixed income managers
  • Middle-office services for bank loans, ABS/MBS, corporates, synthetic CDS and TRS
  • Loan Agency services for club, middle market and broadly syndicated loans
  • Portfolio analysis - Performance, P&L, attribution, and benchmarked results
  • Electronic loan data in the form of a global loan facility, contract and position level information across 6,000 facilities at 30 agent banks
  • Security master data services for bank debt covering over 30 Issue and Issuer level attributes
  • Primary and secondary loan trading settlement and documention services
  • Nexus portal provides a customized dashboard of portfolio data to access cash flows, P&L reports, hypothetical runs, compliance monthly reports and other more.

Joe Elston, Partner
Tel: (713) 993-4302, Cell: (713) 240-5371

Kennedy Glasscock, Business Development Manager
Tel: (713) 993-1039, Cell: (713) 906-4050

Paul Livanos, Sales Marketing Manager
Tel: (212) 634-6103, Cell: (516) 287-4646

Pat Loret de Mola, President of Virtus Trade Settlement
Tel: (212) 634-9371, Cell: (212) 643-9371


Ipreo Debtdomain


Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions.  

Ipreo offers solutions to all participants in the Loan Syndication, Fixed Income, Municipal and Equity markets.  Debtdomain is a web-based system for managing the loan syndication process from pitch to agency, covering deal setup, pipeline reporting, sole and joint bookrunning, and secure document distribution.

Debtdomain also offers an investor CRM tool powered by a database of over 200,000 contacts and integrated with bookrunning and deal sites

1359 Broadway, 2nd Floor, New York, NY 10018


U.S. Bank Global Corporate Trust Services


U.S. Bank Global Corporate Trust Services is one of the leading providers of corporate trust services with 51 domestic and 2 international offices. We consistently earn and maintain our customers' trust through our financial strength, depth of product knowledge and superior customer service. Benefit from our experience and full array of services including: Collateralized Loan Obligations, Custodial Services, Bank Loan Administration and Loan Closing, Loan Agency, Middle & Back Office Services and Trustee Services.

Michael Zak, Senior Vice President
Tel: (651) 466-5070
60 Livingston Avenue, St. Paul, MN 55107

Josh Stowell, Vice President
Tel: (617) 603-6767
One Federal Street, Boston, MA 02110

BNY Mellon Corporate Trust


BNY Mellon is a leading provider of corporate trust services to the debt capital markets, offering customized and market-driven solutions to investors, bondholders and lenders.  As of June 30, 2015, BNY Mellon Corporate Trust served as a trustee and/or paying agent on more than 60,000 debt-related issues globally.  The corporate trust businesses utilizes its global footprint and expertise to deliver a full range of issuer and related investor services including trustee, paying agency, fiduciary, escrow, and other financial services.  The business adminsters a wide array of assets and types of programs to multinational corporations, financial institutions, governments and their agencies, and the banking, securities, and insurance industries.

Medita Vucic, Managing Director
Tel: (312) 827-8555
Two North LaSalle Street, Chicago, IL 60602

Sonal Patel, Managing Director
Tel: (212) 815-2842
101 Barclay Street, 21W, New York, NY 10286

CUSIP Global Services (CGS)


The financial services industry relies on CGS' unrivaled experience in uniquely identifying instruments and entitites to support efficient global capital markets.  Its extensive focus on standardization over the past 45 years has helped CGS earn its reputation as a trusted originator of quality identifiers and descriptive data, ensuring that essential front- and back-office functions run smoothly.  CGS is managed on behalf of the American Bankers Association (ABA) by S&P Capital IQ, with a Board of Trustees that represents the voices of leading financial institutions.

Matthew Bastian, Director, Market and Business Development 
Tel.: (212) 438-4072
55 Water Street, 45th Floor, New York, NY 10041

FIS Global


FIS global, first on the FinTech 100 list of financial technology firms, is the leading global provider of software and technology solutions to the financial industry and the syndicated loan market. Our products (ACBS Servicing, SyndTrak, LendAmend and LoanTrak) automate and streamline all aspects of the loan process – origination, syndication, amendments, servicing, trading, and analysis – for middle market and large syndicated credits.

FIS Global’s VPM bank debt solution helps hedge funds and alternative asset managers overcome the operational challenges of loan instruments by simplifying accounting and reporting requirements. VPM automates front to back-office processes, enabling firms to achieve streamlined operational and administrative workflows, detailed loan accounting, and enhanced monitoring and reporting — all supported by real-time loan data integration.

Lisa Murray, Presales Specialist - Bank Loans 
Tel: (646) 445-8391



Intralinks Holdings, Inc. (NYSE: IL) is a leading global technology provider of secure enterprise content collaboration solutions. For over 18 years Intralinks has been serving the DCM community with one of the most widely used loan platforms for deal and document management. Intralinks provides loan professionals the tools they need to help manage the full syndicated loan lifecycle. Intralinks is a trusted provider, with a track record of enabling high-stakes transactions valued at $28.1+ trillion.

Jonathan Pollack, Senior Account Executive
Tel: (212) 543-7751
150 East 42nd Street, New York, NY 10017

Moody's Investor Service


Moody's Investors Service is a leading provider of credit ratings, research, and risk analysis. Moody's commitment and expertise contributes to transparent and integrated financial markets. The firm's ratings and analysis track debt covering approximately 130 sovereign nations, 11,000 corporate issuers, 21,000 public finance issuers, and 76,000 structured finance obligations. Moody's Investors Service is a subsidiary of Moody's Corporation (NYSE: MCO), which reported revenue of $3.3 billion in 2014, employs approximately 9,900 people worldwide and maintains a presence in 33 countries.

Jeff Progebin, Manager, Account Management
Tel: (212) 553-7198
250 Greenwich Street, New York, NY 10007

Standard & Poor's Ratings Services


Standard & Poor’s Ratings Services has assigned ratings on syndicated loans since 1996 across different industries and borrower types, including investment grade, speculative grade, infrastructure and project finance loans. We currently rate syndicated loans of more than 1,200 borrowers, totaling close to USD 1.4 trillion worldwide.

With broad sector coverage, our loan recovery analysts can address your questions about methodology, criteria and recovery rating outcomes. They can also provide their insights and perspectives on loan ratings, recovery trends and hot topics in leveraged finance.

Andrew Watt, Managing Director, Loan & Recovery
Tel: 212-438-7868 

Anne-Charlotte Pedersen, Senior Director, Loan & Recovery
Tel: 212-438-6816 

David Kreidler, Loan Ratings Product Manager
Tel: 212-438-1449

State Street


For more than 20 years, State Street has provided custody, accounting, middle office, and administration services for products investing in institutional loans. We offer loan accounting, recordkeeping, and trustee services across all product structures for more than 1,800 loan portfolios, with $300 billion in loan assets for 150 investment managers globally.

Paul Woods, Senior Vice President 
Tel: (617) 662-9289
One Lincoln Street, Boston, MA 02111

Thomson Reuters LPC


Thomson Reuters connects and powers the global financial community through our open and trusted news, data, analytics and insight, tools and applications, trading capabilities, and infrastructure and services – enabling discovery, liquidity and compliance. Thomson Reuters LPC was founded as Loan Pricing Corporation in 1985 with a mission to be the premier global provider of loan market news, data and analysis to the credit markets worldwide. We develop and deliver state-of-the-art information products and services to meet the market’s growing needs. Today, Thomson Reuters LPC covers every region and market sector around the world. Products and services include print publications and online news, analysis, valuation services and interactive databases. Thomson Reuters global coverage is supported by its offices in New York, London, Hong Kong, Sydney and Tokyo.

Mike Lavin, Global Head
Tel: (646) 223-5098
Three Times Square, New York, NY 10036

Wilmington Trust NA


Wilmington Trust is a leading provider of Loan Agency Services in the US and UK. We serve in a non-lender capacity, enabling us to act for all parties as an independent, impartial agent. We have significant experience in performing and nonperforming facilities, new originations and successor appointments. We are also a leader in Custody and Collateral Management solutions for initial margin segregation for Loan Participations for unfunded revolvers. Our clients include: private equity funds, hedge funds, credit funds, business development companies, CLO and bank loan managers, and commercial banks.

Christopher J. Monigle, Vice President
Tel: (212) 415-0545, Fax: (212) 415-0513
520 Madison Avenue, 33rd Floor, New York, NY 10022

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