Intensive Short Course In Secured Lending and Debt Finance

Are you confident in your ability to manage challenging issues and risk in commercial financing transactions? Rapidly changing commercial markets are making financing transactions more intricate and challenging. Get yourself up to speed and maximize the value of your services.

In this practical and solutions-focused course, you will learn how to navigate key legal issues and trends involving secured and debt finance transactions and benefit from specialty knowledge, techniques and tactics from leading lawyers and bankers.

Back for its 16th year, this intensive OsgoodePD course will provide you with a solid understanding of loan transactions in today’s competitive market and strategies to deal with current and emerging trends. 

You will work through the essential legal components of a financing transaction step-by-step, with a focus on strategic and tactical concerns from the borrower’s and the lender’s perspectives, and real-world examples to illustrate key concepts.

What You’ll Learn:

• Practical overview of Canadian debt financing, including a survey of products offered and how they reflect the current business climate
• How to work with the commitment letter and term sheet
• Tactics for negotiating and drafting loan documentation from a lender’s or borrower’s perspective
• How to navigate critical issues raised by the type of credit facilities and the form of financing (e.g. asset-based lending vs. equipment lending)
• Best practices for providing opinionsObjectives and requirements of appropriate due diligence
• Factors to consider when lending to Fintech and SaaS companies, including changes in light of Silicon Valley Bank events
• Objectives and requirements of appropriate due diligence
• Strategies for negotiating intercreditor arrangements and structuring priorities between lenders
• How to deal with strategic and tactical concerns when taking, perfecting and enforcing security
• What every professional needs to know about the ISDA Master Agreement and Schedules
• Loan agreements – which clauses are most important and why
• How to construct a closing checklist from the term sheet, commitment letter and loan agreement

Who Should Attend:

• Junior to mid-level lawyers in corporate/commercial or financial services law
• Government and in-house counsel whose work involves financing or commercial transactions
• Professionals who work with or who want a solid understanding of loan agreements/transactions, lending and credit facilities
• Professionals working with financial institutions, merchant banks, asset-based lenders and leasing companies
• Insolvency, litigation or government professionals seeking to gain a greater understanding of market conditions in commercial financing transactions
• Management whose work involves negotiating deals involving commercial or debt financing
• Consultants