Executive Spotlight: Phong Lam, Managing Director, EMEA
Can you tell us about your role, the products you are involved with, and how you found out about Siepe? As a Managing Director at Siepe EMEA, I am responsible for establishing our international operations and expansion into the European market. This includes the...
Three Key Takeaways from Siepe and Agile Blue’s ‘Modern Security Solutions in the AI Age’ Webinar
Cybersecurity risks are growing in complexity, and the frequency of cyber attacks on financial institutions is rising. However, according to the World Economic Forum’s Global Cybersecurity Outlook 2025, only 17% of organizations in North America are very confident in...
How to Simplify Compliance for CLOs and Leveraged Loan Facilities
By Teresa Lange Pierson, Director of Compliance When most people hear the word “compliance”, it will often have connotations of external oversight and the consequences of failing to uphold necessary standards, such as regulations, conduct and enforcement actions....
Siepe Gives Back 2024
As we reflect on the year behind us, we’re reminded of all that we’ve accomplished and all we have to be grateful for. In keeping with Siepe’s annual tradition, each holiday season our CEO, Michael Pusateri, graciously provides a donation to be shared with causes,...
Executive Spotlight: TJ Jackson, Director of Implementations
Can you tell us more about your role, and how you found out about Siepe? As a Director for the implementation team at Siepe, I am responsible for integration of new customers onto our platform. This involves ensuring that they have a seamless transition and can...
Siepe Excellence Awards – 2024
In the annual Siepe Excellence Awards, we invited our employees to celebrate their peers who best embody one or more of Siepe’s Core Values:: Passion. We are driven and inspired to be better than yesterday. Purpose. We put our people, our clients, and our community...
Executive Spotlight: Benny Nieves, Director, Project Management and Implementations
Can you tell us about your role as Director of Project Management and Implementations and what brought you to Siepe? As the lead for the Project Management Office and Implementation functions at Siepe, my primary responsibility is ensuring we deliver exceptional...
Executive Spotlight: Charlie Templeton, Director of Asset Administration
What can you tell us about your role at Siepe as a Director of Asset Administration? What brought you to Siepe? In my role at Siepe, I am responsible for maintaining activities associated with financial instruments within portfolios. This involves overseeing...
The Frankenstein Model – The Horror Lurking in Credit Management Infrastructure
By Paul Livanos, VP of Sales, Siepe Surpassing market returns is the ultimate goal of fund managers. But in the relentless drive for alpha comes the risk of an unintended consequence: the Frankenstein model – a phenomenon all too familiar in the leveraged loan...
Executive Spotlight: Shelly Torkelson, Director of Middle Office
As Siepe’s Director of Middle Office, can you tell us a bit more about your role? I oversee the development and delivery of Siepe’s Middle Office solutions, with a particular focus on how we can further automate workflows for the fund management community. This means...