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Summary
Discover how our latest innovations are transforming the way clients engage with wall-crossing in the evolving equities issuance landscape. This session will spotlight powerful new tools designed to streamline workflows, enhance collaboration, and ensure compliance—culminating in a live demo of the end-to-end experience.
In this webinar, you’ll explore:
- A centralized interface for managing investor outreach and reporting
- Seamless MasterBook integration for faster IOI-to-order conversion
- Secure distribution of non-public materials to targeted investors
- Compliance-ready audit trails and reporting
- New email templates, contact management, and a refreshed UI
Speakers
S&P Global Market Intelligence
Jeffery Levy
Primary Markets Group (Equity) - Commercial/Strategy
Jeff Levy is an Associate Director of Commercial & Product Strategy for Equities at S&P Global, with nearly a decade of experience in client service, account management, and commercial strategy with Ipreo, IHS Markit, and S&P Global. As a subject matter expert in Equity and Retail Bookbuild, he has been instrumental in enhancing client relationships and driving strategic initiatives. Jeff holds a Master’s degree in Finance from Baruch College and a Bachelor’s in Accounting from the University of Central Florida. He is also a Chartered Financial Analyst (CFA), utilizing his analytical skills to support equity product strategies
S&P Global Market Intelligence
Matthew Derwin
Executive Director, Global Equity Capital Markets
Matthew Derwin is an Executive Director on the Equity Product team at S&P Global, with 14 years of experience in Capital Markets Product Management. He has been instrumental in designing key bookbuilding workflow solutions and has led multiple global client implementations for both Syndicate and Sales desks. Matt specializes in solving complex problems with intuitive and streamlined solutions. He is currently driving the implementation of Gen-AI solutions within the Equity product suite. Matthew graduated from Bryant University with a degree in Finance, where he was also the captain of the Division 1 NCAA Men's swim team.
S&P Global Market Intelligence
Lauren Hodges
Product Manager
Lauren Hodges is a Product Manager on the Equities team at S&P Global, where she has been driving innovation and strategic initiatives for over three years. With a degree in Public Policy from the University of North Carolina, Lauren honed her skills in gathering and analyzing information to create effective policies—skills that seamlessly translate into her unique approach to product design. Her previous experience in sales, client support, and project management further enriches her perspective, allowing her to understand client needs and market dynamics deeply. At S&P Global, she has been instrumental in leading various key projects that enhance product offerings and deliver value to clients.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.