Syndicated Lending Techniques Program

Start Date End Date Venue Fees (US $)
16 Nov 2025 Jeddah, KSA $ 4,500 Register

Syndicated Lending Techniques Program

Introduction

This intensive Masterclass uses practical case studies and current class exercises to maximize your understanding of the markets and equip you with hands-on experience of the workings of the syndicated loans market. You will learn how to use the markets to your advantage by understanding how to utilize the size, speed, and flexibility offered within the syndications arena. Tap into the unique features of the syndicated loan market to maximize the potential for your customers as you help them raise finance from the capital markets.

Objectives

    • Utilise evaluation techniques to position the syndicated loan market in debt capital markets
    • Identify the importance of syndicated loans to your clients
    • Explore bidding alternatives in preparing the mandate
    • Dissect a term sheet from a borrower's perspective
    • Review market-clearing pricing trends
    • Unravel the latest legal/documentation issues for syndicated loans
    • Develop a syndicated loan transaction strategy and present a personalized syndication analysis
    • Mitigate syndication risks

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practices. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

  • Syndication teams
  • Transaction management team members
  • Client relationship managers
  • Secondary market team members
  • Credit officers
  • Members of borrower treasury teams
  • Originators in debt capital markets
  • Project/structured finance managers
  • Corporate treasurers
  • Senior support officers e.g. senior agency team members
  • Solicitors/lawyers

Course Outline

  • Thorough understanding of the historic and current syndicated loans market
  • Term Sheet and Mandate Letter analysis from the Syndications perspective
  • Developing pricing mechanisms including evaluation of pricing via alternative instruments
  • Examination of distribution methodology in developing a syndicate
  • How to build a Syndications Team and how to interact with Participants
  • Understanding the mechanics and timetable of the Secondary Loans Market

Accreditation

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