Contents
Guide
Page List
Praise for The Handbook of Loan Syndications and Trading
This handbook is a wealth of important information for all who regularly navigate the U.S. loan market, compiled by some of the industrys leading experts. From the basics of market structure, to some of todays more complex topics, its all in here.
Jeff Bakalar, Senior Managing Director, Group Head and CIO of Voya Investment Management
This is a fantastic resource that explains the intricacies of the growing U.S. corporate loan marketfrom the primary market where the loans are originated to the secondary market where they are actively traded. Everything is explained in one easy to use source.
Andrew Sveen, Managing Director of Morgan Stanley, Director of Bank Loans
This book captures all the loan markets developments since the Global Financial Crisisits an amazing resource for new entrants to the market, seasoned professionals, and investors!
Scott Baskind, Head of Global Senior Loans and Chief Investment Officer of Invesco
Copyright 2022 by McGraw Hill. All rights reserved. Except as permitted under the United States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of the publisher.
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CONTENTS
Lee M. Shaiman
Ralph Hinckley, Robert Scheininger, Elizabeth Grzywacz, Jon Mooney, Ellen Hefferan, Steven Miller
Michael Bellucci, Jerome McCluskey
Meredith Coffey, Tess Virmani
Elliot Ganz, James A. Florack, Michael P. Kaplan, Jeong M. Lee, Yoon-Young Lee
Marc Hanrahan, Benjamin Miles, Michael Price, Benjamin Sayagh, Charles Stern, Paul Forrester, Monique Mulcare
Fran Sutter, Bridget K. Marsh
Theodore Basta, Marina Lukatsky, Sheryl Fulton
Andrew Hosford, Sean Kelley, David Keisman
Jason Friedman, Jeff Jacob, Susan D. Golden, Joshua A. Sussberg, Saul E. Burian, Jessica Reiss
John Clark, Jennifer Grady, Richard Lee
Carly Wilson
Maggie Wang
Meredith Coffey, Elliot Ganz
Bob Kricheff, Clare Dawson, Sadaf Khan
Fran Beyers
KKR & Co. Inc.
Tess Virmani, Swami Venkataraman, CFA, Amara Gossin, Robert Lewis, Maria Christina Dikeos
Cara Brugel, Chase Hodges, Chris Rogers
Josias Dewey, Bridget K. Marsh
LIST OF CONTRIBUTORS
Theodore Basta
Executive Vice President of Market Analytics and Investor Strategy
Loan Syndications and Trading Association
Michael Bellucci
Partner
Milbank LLP
Fran Beyers
Managing Director
Cliffwater, LLC
Cara Brugel
Audit & Assurance Manager
Deloitte & Touche LLP
Saul E. Burian
Managing Director
Houlihan Lokey
John Clark
Senior Counsel
Crowell & Moring LLP
Meredith Coffey
Executive Vice President of Research and Co-Head, Public Policy Group
Loan Syndications and Trading Association
Clare Dawson
Chief Executive
Loan Market Association
Josias Dewey
Partner
Holland & Knight LLP
Maria Christina Dikeos
Head of Global Loans Contributions
Refinitiv LPC
James A. Florack
Partner
Davis Polk & Wardwell LLP
Paul Forrester
Partner
Mayer Brown LLP
Jason Friedman
Partner
Marathon Asset Management LP
Sheryl Fulton
Associate Manager
IHS Markit
Elliot Ganz
General Counsel and Co-Head, Public Policy Group
Loan Syndications and Trading Association
Susan D. Golden
Partner
Kirkland & Ellis LLP
Amara Gossin
Vice President, Legal
Barclays
Jennifer Grady
Partner
Crowell & Moring LLP
Elizabeth Grzywacz
Senior Counsel
PNC Bank, National Association
Marc Hanrahan
Partner
Milbank LLP
Ellen Hefferan
Executive Vice President of Operations and Accounting
Loan Syndications and Trading Association
Ralph Hinckley
Vice President and Portfolio Manager
Eaton Vance Management
Chase Hodges
Senior Manager, Audit & Assurance
Deloitte & Touche LLP
Andrew Hosford
Vice President, Project Manager
U.S. Bank
Jeff Jacob
Partner
Marathon Asset Management LP
Michael P. Kaplan
Partner
Davis Polk & Wardwell LLP
David Keisman
Senior Vice President, Corporate Finance Corporate Defaults and RecoveriesU.S.