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Finance Knowledge and Information

The Loan Syndicates & Syndication course examines syndicated loan and credit facilities, syndicated relationships, the structuring of syndicates and the syndication process, documentation of the pre- and post-mandate phases of syndication, the fees in loan syndication and loan pricing, the factors that determine the success of a syndication as well as secondary market trading of loans once the syndicate is broken.

Pecunica™ online courseware is used as self-study material on a stand-alone basis or blended with face-to-face instruction, to further and consolidate the learners' understanding of the subject matter.

Contact us for more information on branded courseware for use on its own or blended with face-to-face instruction.

Course Curriculum

Syndicated Facilities
What are bilateral and multilateral lending? Demo 00:00:00
What is syndicated lending? 00:00:00
What is firm-commitment underwriting? Demo 00:00:00
What is a best-efforts arrangement? 00:00:00
What is a club deal? 00:00:00
Loan Syndicates
When are syndicates established? 00:00:00
How are syndicates structured? 00:00:00
What is the borrower-arranger relationship? 00:00:00
What are the basic arranger-participant relationships? 00:00:00
What is moral hazard in syndicated lending? 00:00:00
Loan Syndication
How are syndicates structured? Demo 00:00:00
What are the key syndicate roles? 00:00:00
What is participation syndication? 00:00:00
What are lead arrangers? 00:00:00
What are the lead arranger functions? 00:00:00
What are the syndicate titles? 00:00:00
The Syndication Process
How is the lead arranger mandate awarded? 00:00:00
What are the mandate bidding strategies? 00:00:00
What is primary syndication? 00:00:00
What is general syndication? 00:00:00
How do lenders join syndications? 00:00:00
What is syndication closing? 00:00:00
Pre-Syndicate Documents
Finance Term Sheets 00:00:00
What is a mandate letter? 00:00:00
What is a market flex? 00:00:00
When is a market flex exercisable? 00:00:00
Template Finance Documentation 00:00:00
Post-Mandate Documents
What is a commitment letter? 00:00:00
When are commitment letters used? 00:00:00
What are confidentiality papers? 00:00:00
What is the information memorandum? 00:00:00
What is due diligence in loan syndication? 00:00:00
Syndication Compensation
What is the syndicate fee structure? 00:00:00
What are upfront fees? 00:00:00
What is the underwriting spread? 00:00:00
What is the fee letter? 00:00:00
What are facility commitment fees? 00:00:00
What other fees are incurred post-syndication? 00:00:00
Syndicated Loan Pricing
What is loan pricing? 00:00:00
What is loan underpricing? 00:00:00
What are the market flex variations? 00:00:00
What is margin? 00:00:00
When can interest margin change? 00:00:00
What is a spread flex? 00:00:00
Successful Syndication
What is syndication strategy? 00:00:00
What is the syndication process? 00:00:00
When is syndication launched? 00:00:00
What is loan subscription? 00:00:00
What is allocation? 00:00:00
What is successful syndication? 00:00:00
Loan Secondary Market
What is loan sales? 00:00:00
What are borrower concerns with loan sales? 00:00:00
What is loan novation? 00:00:00
How are assignment and participation treated? 00:00:00
When do loans trade? 00:00:00
How are loan trades documented? 00:00:00
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