In this course, we’ll look at project documents – overview and types.
First, we’ll cover finance, security and support documents. Next, we'll cover rating agencies. The debt rating agencies are important in many project financing. We’ll also cover the loan syndication process and finally wrap up with a scenario where you’ll learn how to bring a distressed project back to life.
This course is part of the New York Institute of Finance’s popular Project Finance and the Public Private Partnership Professional Certificate program.
- Recognize the additional contracts and documents that need to be created for a Greenfield project.
- Identify the key role Ratings Agencies play in evaluating project risks and facilitating lender participation in project finance.
- Recognize the participants and key success factors at each stage of the loan syndication process.
- Identify operational and financial problems that can lead to project distress and default.
- Understand how sponsors and lenders work together to attempt to restore project viability before considering their options in a formal default.
Jeff is a New York Institute of Finance faculty member with over 30 years of corporate valuation, investment banking and private equity experience. He has been an instructor at the New York Institute of Finance since 2005 where he has designed and delivered courses in M&A and related finance topics. Jeff holds a MBA from Wharton School and a B.S. from University of Science.
He was a former private investment executive at Emerging Markets Partnership and a former investment banker at two major Wall Street firms, Lehman Brothers and Schroder Wertheim.
Presently, Jeff is the managing director at FOCUS and the author of four books on valuation, investment and finance.