The Loan Syndication & Documentation course examines in detail the syndication of finance facilities and syndicates, the facilities that are syndicated, the documentation and administration of the facilities, and the various contract parties and their respective role.  Special attention is given to the LMA (Loan Market Association) investment grade, acquisition and real estate finance documentation widely used in the European markets and the syndication of the facilities.

Main Topics

• Loan Syndication and Syndicates
• The Syndication Process and Documentation
• Participant Compensation and Loan Pricing
• Successful Syndication and Loan Trading
• Syndicated Credit and Loan Facilities
• Facility Obligors and Finance Parties
• Structured and Leveraged Finance
• Real Estate Finance Facility Agreements
• Representations, Covenants and Default
• Security in Syndicated Financings
• Facility Utilization and Administration

Blended Learning

The course can optionally be blended with the following Pecunica™ online courseware:

• Loan Syndicates & Syndication
• Syndicated Finance Facilities
• Finance Facility Administration

Objective

Interactive training of the syndicates and the syndication of commercial financing facilities, the parties to syndicated financing and their respective role, the structure, documentation and administration of the facilities, and the key provisions of the LMA documentation used for corporate and project financing and bank refinancing.

Course Language

English

Target Group

Staff members in the areas of:

Course Prerequisites

• Basic knowledge of commercial loan agreements
• Good to very good command of English

Course Components

• Presentation and explanation of concepts
• Discussion
• Exercises and case studies
• Pecunica™ courseware for preparation and consolidation of the concepts

Course Options

The full 3-day course covers the key aspects of syndicates and the syndication of finance facilities.  The 2-day participation option focuses on the standards, structure and provisions in syndicated LMA (Loan Market Association) finance facilities used for large corporate financing in Europe.