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Summary
Join us for an engaging session as we explore how the brand new solution; the Allotment Modeler is modernizing and automating allotment workflows. Integrated with S&P Global Market Intelligence Municipal Bookbuild, Allotment Modeler replaces manual spreadsheets with a configurable, real time platform that helps underwriters and syndicate desks work more efficiently without changing familiar workflows.
In this webinar, you’ll
- See how live synchronization with Municipal Bookbuild supports a seamless, end to end allocation process;
- Learn how flexible allocation logic can be tailored to deal specific rules, including 50% holdback, pro rata methodologies, and retail prioritization; and
- Understand how built in compliance validation delivers real time checks and MSRB G 11 support.
You’ll also explore real time collaboration, allocation analytics, and enhanced reporting that provide greater visibility across maturities, underwriters, and accounts.
Speakers
S&P Global Market Intelligence
James Kellum
Executive Director
James Kellum, Executive Director and 40-year industry veteran, featuring over two decades of leadership with the S&P Global team.
S&P Global Market Intelligence
Michael Lin
Product Manager
Michael Lin, Product Manager specializing in data analytics and syndicate underwriting workflow.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.