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S& Global Platts Crude & Refined Products Market
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Allotment Modeler: Municipal Allocations, Modernized
Date: Tuesday, June 30, 2026
Time: 2:00 PM - 2:45 PM EDT
Duration: 45 minutes
Join us for an engaging session as we explore how the brand new solution; the Allotment Modeler is modernizing and automating allotment workflows. Integrated with S&P Global Market Intelligence Municipal Bookbuild, Allotment Modeler replaces manual spreadsheets with a configurable, real time platform that helps underwriters and syndicate desks work more efficiently without changing familiar workflows.
In this webinar, you’ll
- See how live synchronization with Municipal Bookbuild supports a seamless, end to end allocation process;
- Learn how flexible allocation logic can be tailored to deal specific rules, including 50% holdback, pro rata methodologies, and retail prioritization; and
- Understand how built in compliance validation delivers real time checks and MSRB G 11 support.
You’ll also explore real time collaboration, allocation analytics, and enhanced reporting that provide greater visibility across maturities, underwriters, and accounts.
Speakers
James Kellum
Executive Director
S&P Global Market Intelligence
Michael Lin
Product Manager
S&P Global Market Intelligence
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Allotment Modeler: Municipal Allocations, Modernized
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