SFI Master Class: Structuring and Syndicating Corporate Loans: bridging theory and practice
Bank lending to corporates is essential for driving economic growth, enabling businesses to invest, expand, and innovate. Syndicated loans provide companies with access to significant funding while spreading risk among multiple lenders. The Swiss syndicated loan market is unique, with domestic banks, including cantonal and regional banks, actively participating as "asset takers". Their primary focus is on placing liquidity and diversifying loan portfolios, which traditionally emphasize real estate and regional lending. In contrast, international banks focus on the large-cap segment and often pursue cross-selling opportunities alongside lending. They are more selective and demanding, acting opportunistically if side business targets are unmet. This mix of domestic and international players creates a competitive and unique lending environment for corporates in Switzerland.
Datum: 19.03.2026, 13:00 - 17:00 Uhr
Organisator: SFI / ZBV
Ort: Zürich
Adresse: Zunfthaus zur Schmiden
Zielgruppe: This Master Class is designed for banking professionals seeking a comprehensive understanding of corporate loan syndication, with an emphasis on current market trends and evolving practices in syndicated finance. The session offers practical insights into managing syndicated lending effectively, with a focus on the latest market dynamics and lending structures. Specific objectives include understanding the differences between bilateral and syndicated loans; exploring the different forms of syndication including club deals, underwriting, and best-efforts syndications, and their relevance in various market contexts; understanding the syndication process, from the initial borrower discussions to fund disbursement, with a step-by-step breakdown of key stages and stakeholder involvement; negotiating conditions and terms, providing insights into the key financial and legal terms, such as pricing, covenants, security packages, and repayment structures, and how these are tailored to meet the needs of both borrowers and lenders. Overall, the Master Class will provide participants with a comprehensive understanding of syndicated lending, providing them with a deep understanding of corporate loans in today’s competitive market.