2024 Winter Portfolio Management Level 2

January 30 to February 1, 2024

Date and Time

January 30-February 1
2:00 - 5:00 p.m. ET each day

Description

Existing portfolio management team members should seek knowledge to continuously improve their portfolio management skills. ABL Portfolio Management Level 2 offers a deeper exploration into loan structures and documentation related to portfolio management.  

The curriculum shares effective portfolio management tools related to collateral and risk management within a commercial loan portfolio. Attendees will gain knowledge about various documents that comprise a complete credit file and develop a deeper understanding of the underlying loan agreement. Additionally, documentation commonly used in multi-document structures are discussed, including intercreditor and subordination agreements.

After attending this course, participants will be able to:

• Better understand key documents and agreements used in the management of a borrower relationship.
• More thoroughly understand complex loan structures and develop skills to navigate scenarios where terms and conditions of the agreements are critical.
• Understand multi-doc structures.
• Understanding credit enhancements.

Interested participants should have attended ABL Portfolio Management Level 1 as a prerequisite.

 

Instructors

Tina Capobianco, Senior VP, Operations, J D Factors LLC

Refund / Cancellation Policy

The Secured Finance Network reserves the right to cancel any program due to insufficient enrollment.

We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.

Registration

Member Price: $960

Non-Member Price: $1,225

Register