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Syndicated Loans - Arranging A Successful Transaction
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    13 - 14 April 2020

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School

    A case driven programme that will provide participants with a working knowledge of the loan syndication process and acquire the necessary skills to take on the role as a Participant, Underwriter or Mandated Lead Arranger.

    LEARNING LEVEL
    Intermediate
    PROGRAMME FEE

    AICB MEMBER

    MYR

    2,800*

    / PAX

    NON-MEMBER

    MYR

    3,300*

    / PAX

    *Subject to 6% Service Tax

  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:

    • Recognise the importance of syndicated loans in relation to the bank’s capital requirement
    • Understand syndicated loans from a borrower’s perspective
    • Prepare term sheets for a proposed deal
    • Develop a comprehensive syndication strategy
    • Establish the requirements of an information memorandum
    • Know the key components of a syndicated loan agreement
    • Be an effective book runner
    • Conduct a successful loan signing ceremony

    PROGRAMME OUTLINE

    Introduction

    • Overview of Basel III impact on commercial banks and how it relates to syndicated loans
    • Relationship between project finance and syndicated loan
    • Drivers of funding cost
    • Differences between a syndicated loan and a club loan
    • Dynamics of the syndicated loan market
    • Strength of the syndicated loan market
    • Features of the syndicated loan market
    • Financing a project using Bond Issue vs. syndicated loan
    • Syndicated instruments commonly used
    • Types and risk of various repayment structures
    • Advantages in joining a loan syndicate

    Structural Analysis
    • Types of borrowers
    • Roles of banks
    • Types of commitment
    • Syndicated loan market segmentation
    • Leagues table
    • Sources of market information
    • Activity: group discussion – syndication from a borrower's view point
    • Structure, content and cost analysis of syndicated transactions
    • Mandate Letter
    • Activity: sample mandate letter walk through
    • Structuring a term sheet
    • Key provisions in a term sheet
    • Sample term sheets
    • Activity: sample term sheet walk through
    • Computing cost to borrower
    • Activity: case study - computation of borrower’s cost

    Transaction Cycle
    • Loan syndication time table
    • Principal phases of syndication
      • Pre-mandate phase
      • Post-mandate phase
      • Loan signing
      • Post signing
      • Timetable of loan sale

  • Methodology

    Lecture, case studies and discussions

  • Participant Profile

    Corporate bankers, Relationship Managers, bankers who need to tap on the opportunities offered by the syndicated loan market, bankers who need to know how to arrange / lead manage syndicated loans and those who need to know what to expect when participating in syndicated loans

  • Trainer

    ADAM WONG

    Adam Wong is an adjudicator of the Financial Industry Disputes Resolution Centre in Singapore, Affiliated Faculty of the Singapore Management University and Associate lecturer at the Singapore Institute of Management. He has conducted workshops for bank participants in Singapore, Indonesia, Malaysia, Vietnam, Taiwan, Bahrain, Shanghai, Sri Lanka and Pakistan, and is one of the few successful developers of training programmes accredited under the Institute of Banking and Finance Standards.

    In the past, Adam was a General Manager with Standard Chartered Bank (Singapore and Hong Kong), Director of Corporate Banking at the American Express Bank, Head of Cash Management and Trade Sales for DBS Bank Group and Vice President Director of a joint venture bank in Indonesia. He has been credited with significantly growing the SME assets of global banks by 450% over a 3-year period in Singapore and doubled the trade finance business in Hong Kong within a year. He also started a new cash management business for a leading bank in Asia and grew it to a multi-billion business annually.

    Adam is a Fellow Chartered Accountant (Singapore), Fellow Certified Public Accountant (Australia), Certified Professional Trainer IPMA(UK), Certified Credit Risk Management Professional, member of the Institute of Directors (Singapore) and member of the Association of Professional Trainers.

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2

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3

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