Credit Risk Management and Analysis

CREDIT RISK MANAGEMENT & ANALYSIS

Instructors:

Professor Chris Droussiotis

Professor Stuart Shelly

 

This is the 7-Day Agenda:

DAY 1: CREDIT RISK ANALYSIS - INTRODUCTION

  • Credit Basics, History and Role
  • Credit Markets and Macroeconomics
  • Bank Credit Reserves and Capital
  • Credit Risk Analysis
  • Credit Underwriting templates
  • Credit Risk Management

DAY 2: CORPORATE CREDIT RISK

  • Company Specific and Industry Risk
  • Financial Credit and Structure of the Loan
  • Market Risk and Loan Syndication
  • External Credit and Other Credit Analysis (S&P, Moody’s)

DAY 3: CREDIT FACILITIES AND ADMINISTRATIVE CREDIT STRUCTURES

  • Corporate Loans
  • Leveraged Loans, Private Credit and Collateralized Loan Obligations (CLOs)
  • Structured Finance Overview
  • Project Finance
  • Lease Finance
  • Specialty Finance Products (Venture, Factoring, Structured Operating Contracts, Distress, DIP Facilities, Other)

DAY 4: FINANCIAL STATEMENT ANALYSIS

  • Understanding Financial Statements (Income Statement, Balance Sheet, Cash Flow Analysis)
  • Historical Financial Statements Analysis
  • Credit Underwriting templates

DAY 5: FINANCIAL MODEL

  • Projections, Transaction Analysis, Debt Capacity and Financial Modeling
  • Credit Underwriting templates

DAY 6: WORKING GROUP - OPEN DAY

  • Transaction and Credit Underwriting Case Study
  • Setup Groups with a specific case study.
  • Use of Credit Underwriting templates
  • Historical Financial Statement Analysis
  • Forecast Financial Statements
  • Credit Structuring and Modeling

DAY 7: GROUP PRESENTATIONS

Present to “Credit Committee” to get approval on a loan and underwriting

 

 

 

  • 18+ year old
  • Private Classes
Enrolled: 0 Students
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