Course curriculum

  • 1

    Syndicated Lending

    • Course Intro and Objectives

    • Downloadable Files

    • Structure and Participation - Bilateral Lending

    • Structure and Participation - Multilateral Lending

    • Structure and Participation - Why a Bank would Participate

    • Alternative Financing : Club Loans Pt 1

    • Alternative Financing : Club Loans Pt 2

    • Interactive Exercise

    • Types and Features of Syndicated Loans

    • Borrowers and Importance of Syndicated Lending

  • 2

    Syndicated Lending Credit Process

    • Syndicate Structure: Roles ('Brackets') Played

    • Syndicate Structure: Bloomberg Screenshot

    • Syndicated Lending Legal Structure and Credit Process

    • Credit Process: #1 Mandate Process

    • Credit Process: #2 Syndication Process Pt 1

    • Syndication Process - Offering Documents

    • Contents of an Information Memorandum

    • Syndication Meetings and Roadshows

    • Running the Books

    • Selecting Participating Banks

    • League Tables

    • Fees and Due Diligence

    • Documentation and Counsel

    • Closure: Signing Ceremony and Tombstone

    • Making the Facility Operational

  • 3

    Syndicated Lending Fee Structure

    • Syndicated Lending Fees

    • Upfront Fee Splitting

    • Case Study

  • 4

    Secondary Markets

    • Syndicated Loan Market Growth

    • Selling a Syndicated Loan in the Secondary Market

  • 5

    Course Summary and Conclusion

    • Course Summary and Conclusion

  • 6

    Qualified Assessment

    • Qualified Assessment

    • Share Your Feedback

    • Course Completion