Loan Documentation

Course Overview

The course focuses on corporate loan documentation drawn up under common law systems – in particular English law and New York law – which dominate the international syndicated loan market. Third day of the focuses on a case study, and a treatment of security, insolvency and loan workout for distressed loans.

Who Should Participate

Within Companies:

• Corporate treasurers and assistant treasurers
• Financial Controllers
• In-house legal staff

Within Banks and Financial Services Firms:

• Corporate relationship managers
• Portfolio managers
• Loans administration
• Credit analysts
• Loan syndications staff

Professionals

• Management consultants
• Legal practitioners

Key Benefits

By attending, participants will, among other topics, become familiar with:

• Circumstances where the operation of law prevents the enforcement of agreements
• Cross-border enforcement issues in international transactions
• The structure and componentry of standard form syndicated loan agreements (APLMA)
• The interface of the commercial negotiations and the drafting of terms
• Liability for negligence of third parties (e.g. valuers, consultants, legal opinions) and the syndicate agent
• The highly technical issues associated with common law guarantees

Delivered by Richard Capps

Richard has a rare blend of experience pertaining to finance documentation.

As a Lawyer: After graduating in law from Trinity College, Cambridge, he studied at the Inns of Court Law School, whereafter he became a Barrister- at- Law.

As a Corporate Lender: Richard’s six years at Chase Manhattan Bank as a corporate relationship manager gave him experience from the lender’s perspective.

As a Corporate Financier: He spent five years in M&A advisory and corporate restructurings at two investment banks, gaining experience of structured finance and workout documentation.

As a Finance Director: His six years as CFO of a large public company gave him valuable experience from the perspective of a corporate borrower.

As a Workout Specialist: Richard was appointed by KMPG and spent 18 months as General Manager of a company in severe financial difficulties. This provided experience of insolvency in several different jurisdictions.

Run this course in-house

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