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Webinar
Tuesday, February 25, 2025
4:00 PM - 4:45 PM UTC
45 minutes
Live Webinar
Join us for a webinar focused on KYC challenges and its impact on trade settlement times, increasing compliance costs, and placing additional pressure on loan operations teams. Learn how these challenges are driving up Forfeited Delayed Compensation (FDC) costs and discover strategies your business can use to streamline processes and enhance efficiency.
S&P Global Market Intelligence
Regional Commercial Lead, Managed Services – Regulatory Compliance
S&P Global Market Intelligence
Executive Director, Loans Platform
Jack is a Business Development Director for S&P Global Market Intelligence's Loan Platforms business, which includes ClearPar, Notice Manager, Custodian Services, Position Reconciliation, Loan Reference Data, and the Loan Processor integration and workflow solution.
Jack works centrally between product, development and operations to deliver solutions for syndicated loan market participants. In the role of Business Development Director, he works closely with clients to understand the challenges presented by the asset class and to design technological and operational solutions.
Jack joined the firm in 2005 as an operational associate for the ClearPar platform, developing relationships across the market and a deep understanding of the tools the market needs to continue growing.
Jack holds a Bachelor of Science degree in Financial Economics and Philosophy from the University of Maine at Orono.
First Eagle Alternative Credit, LLC
Head of Operations
S&P Global Market Intelligence
S&P Global Market Intelligence
Global Head of Managed Services - Client Lifecycle Management and Regulatory Outreach
David Lane is the global head of Managed Services for Client Lifecycle Management and Regulatory Outreach at S&P Global Market Intelligence. David is responsible for implementing efficient processes to support clients in meeting their regulatory obligations through client communications, data reporting, staff augmentation and subject matter expertise. With nearly 10 years’ experience at S&P Global, David has overseen numerous large-scale client initiatives for both buy side and sell side firms. These initiatives have included FATCA/CRS compliance, derivative regulations, Onboarding, KYC, and AML. David earned a bachelor’s degree in political science from the University of Connecticut in the United States.
PIMCO
Senior Vice President - Alternative Operations
Please contact us if you need more information or have trouble accessing the webinar.