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Syndications Overview


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.


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:
Duration 1 day
Available as an in-house course



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