November 14, 2023
Get in touch with the team
Learn more about our unique approach to transition management.
Point of contact: Will Greene, Senior Vice President, Equity DivisionGet in touch
Transitioning assets can be complex, often involving different asset classes, currencies, markets, numerous asset managers, and even various time zones. These complexities demand expertise and around-the-clock awareness of how each element impacts possible outcomes. We will help you mitigate this risk by creating a customized strategy and unique approach using advanced technology and the experience of seasoned professionals, to assure a seamless transition during today’s fast and ever-changing global market environment.
The Difference Maker
We began providing transition management services in 2003 to assist existing investment management and pension clients to meet their cash flow requirements. Within a short time, we expanded those services beyond one-sided events to provide a broad range of transition services involving multiple asset classes. Over the course of nearly 20 years, our team has encountered the most complex of markets and transactions, allowing them to have the confidence and expertise to help meet our client’s transition objectives.
Today we remain one of the few firms with a dedicated transition management team that’s committed to alleviating the administrative burdens of a transition event while offering the highest caliber of project management, trade execution and complete transparency.
Our transition management team is comprised of experienced portfolio strategists that are supported by a seasoned global equity and fixed income trading group, skilled operations professionals, and a knowledgeable compliance team constructed to provide layers of risk management, timely settlements, and compliance oversight to assure the protection of its client’s assets throughout the transition period.
As a transition manager with nearly 20 years of experience in providing transition services to clients, we believe our client focused philosophy distinguishes our transition services from others in the marketplace by:
Loop Capital Markets Serves as Bookrunning Senior Manager for New York City Transitional Finance Authority
Loop Capital Markets served as senior manager on the NYC TFA’s $582.8 million Building Aid Revenue Bonds, Fiscal 2022 Series S-1, Subseries S-1A (Tax-Exempt) transaction. The Bonds were rated Aa3/AA/AA by Moody’s, S&P and Fitch, respectively. Bond proceeds were used to refund all or a portion of NYC TFA’s outstanding bonds to achieve debt service savings.
November 14, 2023
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