Syndicated Loans - Arranging A Successful Transaction - Credit

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
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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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