Syndications overview

Course

In

Price on request

Description

  • Type

    Course

  • Start date

    Different dates available

Objective

To provide an overview of the major syndicated loan markets, the instruments used, their workings and processes with special emphasis on the European arena.

Delegates
Bankers and Bank Staff, whether from the front, middle or back office, who need an understanding of syndications and syndicated loans.
Fund Managers interested in investing in syndicated loans and products.
Stockbrokers and Market Makers
Investment and Merchant Bankers entering this area
Corporate Treasurers, Financial Directors and Financial Controllers considering using syndicated loans.
Accountants and Auditors involved in syndicated loans
Lawyers involved in syndicated loans.
HR Executives and Recruitment Personnel involved in this area who lack knowledge of the products or processes.
No specialist knowledge of syndicated finance is assumed. A basic knowledge of securities is assumed.
This course is eligible for CPE and CPD hours or points.

Facilities

Location

Start date

Start date

Different dates availableEnrolment now open

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Subjects

  • Portfolio Management
  • Market
  • Loans
  • Investment
  • Returns
  • Secondary
  • Finance
  • Financial
  • Accountants
  • Financial Training

Course programme

Content
-Background to the Syndicated Loan Market.
-Players and Dynamics of the European Market.
-Types of Syndicated Loans from plain vanilla to complex structured products and facilities.
-Different Sub Products.
-Loan Pricing Considerations. Typical Returns and Risks.
-Security Aspects.
-Syndication Process from borrower, arranger, investor perspectives
-Key Drivers for Lenders/Investors
-Documentation and Its Complexity. What to Expect.
-Terminology Harmonisation and its Significance.
-Borrower Difficulties
-Practical Issues in Syndicated Loan Work - onto Portfolio Management of Syndicated Loans
-Secondary Market: how it operates, pricing etc
-Documentary Issues for the Secondary Market

Examples, exercises and case studies are used throughout to highlight and support the content.






Todays Date: 8 September 2017
Duration 1 day

Syndications overview

Price on request