Tapping into the Syndicated Loan Market-Learn How to Arrange a Syndicated Loan

Accounting and Finance

PI ETA Consulting Company
* A practical 2-day interactive training programme which provides participants with a deep understanding of the syndicated loan market, its processes and the business potential.
* Overview of the Syndication Market.
* Skills required of an Originator.
* Details of the various phases in the Transaction Cycle.
* Examine Distribution Strategies.
* Gain insight into the various documents required in a Syndicate Loan.
* Be acquainted with the various protocols in the Signing Ceremony.
* Understand the various Legal issues in a Loan Document.
Seminar Facilitator(s):
Mr. Adam K. K. Wong
B. Acc, FCPA, Certified Professional Trainer
This is primarily ilt training
workshop / seminarThis is a workshop seminar
group study and discussionThis class may involve group study
instructor led trainingThis class may be available at a classroom in Singapore, Singapore, or at one of these training facilities: Singapore, Singapore,
Course Level:introductory
Duration:2 days
Training Presented in:English
Training Provided by PI ETA Consulting Company
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Tapping into the Syndicated Loan Market-Learn How to Arrange a Syndicated Loan Seminar Schedule

April, 2017
10th Apr   Concorde Hotel, Singapore (Orchard Road)   [Register]
Tapping into the Syndicated Loan Market-Learn How to Arrange a Syndicated Loan
Seminar Background
In our highly competitive banking environment, there is a constant need to increase profitability. The syndication market allows banks to earn good fees without committing too much capital. Arranging and participating in the syndication market also enhances the bank s reputation and deepens the relationship with clients.
Seminar Content
* Overview of the Loan Syndication Market
- Major players in the market
# Lenders, Borrowers
# Types of roles banks play in the syndication market
# Market Segmentation
- League Tables
- Major syndication markets
- How to obtain market information on the syndication market
* Understanding the Borrower s Objectives in Entering the Syndication Market
* Additional Credit Issues in Syndicated Loans
* General Structure of Syndicated Loans
- Discussion on the various aspects of the term sheet
- Types of commitment to the borrower
- Types of fees payable / market practice
- Cost analysis for the borrower
* Step by Step Walk Through of the Transaction Cycle for a Syndicated Loan
- Introduction to the principal phases
- The syndication time schedule
* Phases of the Transaction Cycle
- Pre-mandate phase
# How mandates are obtained
# Key information required before bidding for the mandate
# Likely strategies used by the borrower in awarding the mandate
# Considerations for pricing the transaction
How the arranger can attract potential lenders through various
syndication strategies?
Ways to allocate fees
Balancing between fees and margins
Calculating effective yield to lenders
- Post-mandate Phase
# Preparation of information memorandum
Content of a typical Info Memo
* Understanding the Documents Relating to the Information Memorandum
- Letter of consent to release information
- Confidentiality letter
- Disclaimer
* Legal Issues
- Documentation Process
- Understanding the key features of the facility agreement
- How to check the loan agreement
* Roles of the Arranger in Running the Books
- Preparing for the signing ceremony
- After the syndication process
# Secondary market transfer
# Defaults, enforcements and workouts
Benefits of Attendance
This programme will provide participants with the necessary skills to immediately seek mandates and arrange syndicated loans for their customers. For lenders who are contemplating to enter the syndicated market, it will allow them to access to lending opportunities with low marketing costs and the ability to participate in future syndications.
It will also provide corporate treasurers with an in depth understanding of syndicated loans its benefits.
Who should attend?
* For bankers who need to know how to arrange/ lead manage a syndicated transaction
* For bankers who need to know what to expect when participating in a syndicated transaction
* For bankers who need to learn more about the syndicated market
* For corporate treasurers who needs to understand the benefits and the mechanics of syndicated loans
About The Training Provider: PI ETA Consulting Company
PI ETA Consulting Company - "Risk Management in any organization is everyone's business, not just the CEO, CFO and the CRO's " - Dr. Jeffrey C. K. Lim Ph. D., C. Sci., C. Math., FIMA, FRM, PRM, B. Fel. PI ETA Consulting Company is a Treasury and Risk Management Consulting Company * Back-to-basics Seminars * Consulting Services * In-house Software Systems
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