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Corporate Financing and FinTech – Debt and Equity Capital Markets
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Corporate Financing and FinTech – Debt and Equity Capital Markets
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    7 – 8 November 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School
    14
    AICB
    CPD HOURS
    10
    SIDC
    CPE POINTS
    As the ASEAN region grows and accepts common best practice in origination, using the capital markets for financing is a real opportunity for regional banks. However, corporate bankers are facing a new challenge from technology, with solutions, channels and client demands changing.

    CVCs, incubators and angel investors are a prominent feature of the current technology boom, with China and ASEAN corporations increasingly looking at equity markets as an alternative but there are hurdles for banks to overcome to fully develop this market opportunity. Corporations are often family units or partnerships afraid of losing control and lacking sufficient knowledge to exploit equity products. FinTech solutions are further eroding the banks hold on equity issuance, ICOs are replacing IPO for funding technology.

    This programme will help Relationship Managers (RMs) in banking understand the client, the products and the market conditions when a corporate financing solution is a good fit. In many cases, the origination pitch and modeling will be an investment banking activity, so this programme is designed as a primer for the sales process. It will also look at FinTech and the unbundling of the origination process. Using case studies and exercises, participants will be able to identify coverage opportunities and encourage cross selling within the bank.
    LEARNING LEVEL
    Intermediate
    PROGRAMME FEE

    AICB / MIBA MEMBER

    MYR

    5,500

    / PAX

    NON-MEMBER

    MYR

    6,000

    / PAX

    Jointly with:
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will be able to:
    • Appreciate FinTech trends in origination & understand digital capital markets
    • Examine enabling technology in fund raising
    • Explain the principles of credit risk, cash flow, the balance sheet and credit seniority
    • Understand corporate metrics and ratios as a guide to financial health
    • Examine AI & Big Data trends in credit rating and mitigation
    • Profile your client to establish suitability for capital market financing
    • Compare various debt issue structures for issuer and investor advantages
    • Compare traditional and technology equity valuations to spot opportunities
    • Understand the difference between IPO and ICO for funding
    • Understand technology start-ups, venture capital financing and equity issuance, and why clients are often reluctant
    • Empathize with losing control and dealing with new owners
    PROGRAMME OUTLINE
    The Funding Arena
    • Typical funding requirements
    • FinTech start-ups & valuation issues
    • Client profiling
      • Use of funds - Committed, cash management or revolving
      • Tenor required
      • Traditional financing channels
      • Balance sheet, cash flows & liquidity
      • Repayment & profitability ratios
      • Current & traditional facilities
      • FinTech & start-up funding
    • Client/bank relationship history
    • Exercise – corporate funding

    FinTech & Funding
    • Enabling technology
    • Unbundling corporate bank relationship
    • FinTech origination models
    • Collaboration or disruption
      • P2P Lending
      • CVC
      • Crowdfunding
      • Micro loans & SMEs
      • Payments & liquidity management
    • Case Study – origin FinTech origination platform

    Thinking Like A Treasurer
    • Loans or securities?
    • FinTech options
    • Debt capital markets
      • Products
      • All in costs
      • Benefits
      • Risks
    • Case Study – successful debt issues
    • Can I lower traditional debt costs?
      • Cross border issuance – FX & market access
      • Tax
      • Derivatives
      • Covenants & restrictions
      • AI & ML
      • Big Data
    • Case Study – successful refinancing

    Thinking Like an Owner
    • Equity products
    • FinTech vs traditional
      • IPO
      • Private placement
      • CVC
      • Equity crowdfunding
      • ICO
    • Do I want to sell some or all of the company?
    • What is the company’s worth?
      • Valuation techniques
      • FinTech valuation (AI, Big Data)
    • Who will buy and whom don't I want to sell to?
    • FinTech & technology start-ups
    • Equity crowdfunding platforms & use case
    • Equity & corporate venture capital
      • Products
      • All in costs
      • Benefits
      • Risks
    • Public or private placement
    • Why clients prefer debt?
    • Is equity issuance smart?
    • FinTech in IPO process
    • ICO for funding technology start-ups
    • Case study – successful equity & ICO issues
    • Dealing with new partners & owners
    • Relinquishing control
    • Regulatory issues
    • Case study – venture capital, incubators & angels 
  • Methodology
    The programme is based around case studies of corporations using capital markets. Teams will present their opinions on what were the key factors in each case, the commercial risks and rewards for the corporations involved and lessons we can learn.
  • Participant Profile
    Relationship Managers of all levels
  • Trainer

    Philip Eden

    Philip Eden is the EVP (Asia) for Intuition and a Senior Learning Consultant, specializing in capital and wholesale markets. In his EVP role, Philip is responsible for leadership and strategy. As a Senior Learning Consultant, he creates and delivers courses that are aimed at increasing knowledge and enhancing performance in the workplace.

    He entered the financial markets in 1979 and has 27 years of front office experience with major banks in London, Sydney, Tokyo and Singapore. His most recent post was as Director of Global Money Markets with CSFB Tokyo and Singapore; and prior to that he was Director and Head of Trading, Rates for UBS Singapore and Chief Dealer for Mitsubishi Bank London. His nearly three decades of experience has covered front office trading and sales, mid office risk functions and back office operations. Philip has direct business know-how of a wide product range including foreign exchange, rates and equities (including hybrids), cash and derivatives (vanilla, structured and exotics). He delivers for a wide range of delegates, from graduates to c-suite.
    Philip has provided sales and solutions coverage to both the buy and sell side - major banks and securities firms, large hedge funds, international mutual funds, asset managers, quasi government agencies, multinational firms and pension funds. He has also undertaken two major restructuring projects of non- performing businesses. This combined risk diagnostics, control issues and managing human resources.

    Aside from business training, his skill is in real life application of theory, by teaching complex subject matters in everyday language. Philip also handles trading practicalities, all areas of risk and operations. He recently developed a set of knowledge programmes aimed at behavioural finance, leadership performance and professional skills for business managers. Philip became a member of SGX – Derivatives Trading in 2005 and continues to trade in a proprietary capacity via his own CTA and QROPS.

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