Tuesday, August 11th | 11:00 AM ET
Credit portfolios aren’t just running one strategy. They’re running several at the same time, each with its own unique booking rules, compliance path, and allocation logic. Successful firms aren’t doing this with more headcount. They’re doing it with a streamlined, end-to-end workflow.
In this session, our credit and private funds experts will explore what actually changes on the desk when your book spans liquid credit, direct lending, ABF, and opportunistic strategies across BDCs, CLOs, and SMAs, and how to manage the resulting complexity.
What We’ll Cover:
-
- How trade booking conventions shift across liquid bonds, loans, direct lending, ABF, and opportunistic credit
- Ensuring compliance for BDCs, CLOs, and SMAs: hypo, pre-trade, post-trade
- Managing complexity in allocation workflows, including multi-level allocations
- Why straight-through processing is still the hardest piece to get right
- What does a practical way forward look like for addressing these challenges
- Interactive discussion and audience Q&A
Host
Piyush Singhi
Senior Managing Director, Credit and Private Funds, Indus Valley Partners
Rahul Sharma
Director, Indus Valley Partners