LSTA Publishes Industry Handbook on Loan Syndications and Trading

More Than 50 Experts Across the Corporate Loan Space Share Their Knowledge in 900-Page Guide

NEW YORK--()--The Loan Syndications and Trading Association (LSTA) today announced the publishing of a landmark guide to the leveraged loan industry, The Handbook of Loan Syndications and Trading, Second Edition. The book covers all aspects of the loan market, from public policy to blockchain, and is the first update in 15 years.

Edited by LSTA Executive Director Lee Shaiman and LSTA EVP and Deputy General Counsel Bridget Marsh, the book has 55 expert contributors from all corners of the corporate loan market. Industry experts included are KKR & Co. covering Private Credit to Maggie Wang, Managing Director and Global Head of CLO and CDO Research at Citi Global Market, discussing CLOs.

The loan market has evolved dramatically over the past 15 years, and this newly updated publication will be an invaluable resource for the loan market community. We enlisted the best of the loan market to provide market-leading commentary and how-to advice to help educate our audience. I am most appreciative to the LSTA senior staff members and the diverse group of distinguished industry experts who made this book possible,” said Shaiman.

Since we published the last edition, markets have developed, documentation has evolved, and market practices have been refined,” commented Marsh. “We are confident that readers will be able to rely on this updated edition as they consider the corporate loan market or look to negotiate its nuance.”

This handbook is a wealth of important information for all who regularly navigate the U.S. loan market, compiled by some of the industry’s leading experts,” said Jeff Bakalar, Senior Managing Director, Group Head and CIO of Voya Investment Management. “From the basics of market structure to some of today’s more complex topics, it’s all in here.”

This is a fantastic resource that explains the intricacies of the growing U.S. corporate loan market—from 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,” said Andrew Sveen, Managing Director of Morgan Stanley, Head of Floating Rate Loans.

This book captures all the loan market’s developments since the Global Financial Crisis—it’s an amazing resource for new entrants to the market, seasoned professionals, and investors,” said Scott Baskind, Head of Global Senior Loans and Chief Investment Officer of Invesco.

The Handbook of Loan Syndications and Trading, Second Edition is the #1 New Release in Business Finance on Amazon – you can purchase the hardcover here for $118 and on Barnes & Noble for $145. The eBook is available on both websites for $109. The Handbook will be available in stores beginning February 15, 2022.

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 Recoveries–U.S. Moody’s Investors Service
- Sean Kelley, Senior Vice President, Head of CLO Data Analytics and Research U.S. Bank
- Sadaf Khan, Consultant Asia Pacific Loan Market Association
- Bob Kricheff, Senior Vice President and Portfolio Manager Shenkman Capital
- Jeong M. Lee, Partner Davis Polk & Wardwell LLP
- Yoon-Young Lee, Partner WilmerHale
- Richard Lee, Partner Crowell & Moring LLP
- Robert Lewis, Partner Sidley Austin LLP
- Marina Lukatsky, Senior Director S&P Global Market Intelligence Leveraged Commentary and Data
- KKR & Co. Inc.
- Bridget K. Marsh, Executive Vice President & Deputy General Counsel Loan Syndications and Trading Association
- Jerome McCluskey, Partner Milbank LLP
- Benjamin Miles, Partner Milbank LLP
- Steven Miller, Chief Executive Officer Covenant Review, a Fitch Solutions Service
- Jon Mooney, Managing Chief Counsel PNC Bank, National Association
- Monique Mulcare, Counsel Mayer Brown LLP
- Michael Price, Partner Milbank LLP
- Jessica Reiss, Head of U.S. Leveraged Loan Research Covenant Review, a Fitch Solutions Service
- Chris Rogers, Partner, Audit & Assurance Deloitte & Touche LLP
- Benjamin Sayagh, Partner Milbank LLP
- Robert Scheininger, Partner Reed Smith LLP
- Lee M. Shaiman, Executive Director Loan Syndications and Trading Association
- Charles Stern, Partner Milbank LLP
- Joshua A. Sussberg, Partner Kirkland & Ellis LLP
- Fran Sutter, CFA Managing Director, Head of Loan Trading Citi
- Swami Venkataraman, CFA Senior Vice President and Manager – ESG Analytics and Integration Moody’s Investors Service
- Tess Virmani, Associate General Counsel and Executive Vice President, Public Policy Group Loan Syndications and Trading Association
- Maggie Wang, Managing Director, Global Head of CLO and CDO Research Citi Global Markets
- Carly Wilson, Portfolio Manager, Loan Strategies and Global Long/ Short Credit Strategies BlackRock

Contacts

Media:
Profile for LSTA
Rich Myers
rmyers@profileadvisors.com
(347) 774-1125

Contacts

Media:
Profile for LSTA
Rich Myers
rmyers@profileadvisors.com
(347) 774-1125