Advanced ESG & Climate Finance Loans Structuring for Practitioners

The trainer is an experienced international and emerging market capital markets consultant. He actively consults on Sustainable Finance to International Financial Institutions utilising his technical and leadership knowledge and skills. He has first-hand experience in over 38 emerging and frontier markets as an investor in a range of ESG/Climate and non-ESG debt, equity and loan investment products.

As a former senior banker in the European Bank for Reconstruction and Development he led an advisory and structuring team which worked closely with multi-industry-sector bankers and risk officers to create loan, bond and equity investments in over 25 local currencies. He also has considerable expertise in debt and equity capital market governance and strategy.

This advanced course is designed for investors and lenders in ESG loans and focuses on developing advanced due diligence and loan product structuring knowledge. The emphasis is on practical and implementable skills which will enable each delegate to confidently engage in this rapidly growing asset class. Participants should already be familiar with the concepts and features of ESG loans. 

• Examine as an investor/lender/advisor the mechanics of assessing and structuring green, social, sustainable and sustainability-linked loans using best market practice and current case studies in the loan and capital markets.
• Conduct due diligence on a corporate Green Financing Framework.
• Understand + apply best practice for Green loan monitoring and Impact reporting.
• Analyse + conduct due diligence on a Social financing framework.
• Understand + apply best practice for Social loan monitoring and Impact reporting.
• Examine Sustainable loans: combining environmental and social projects in financings.
• Assess Sustainability-linked loans: best market practice in KPI and SPT selection; mechanics and performance scenarios over time.
• Examine loan monitoring + impact reporting best practice for green and social loan case studies.

• This is a unique course in the marketplace.
• Emphasises practical ESG loan structuring skills.
• Focuses on transferring diagnostic due diligence expertise.
• Deep dive focus on monitoring and impact reporting.
• Trainer is an active ESG market practitioner.

Our advanced ESG and climate finance loans structuring course is a must for investors and lenders in ESG loans, and it focuses on developing advanced due diligence and loan product structuring knowledge. The emphasis is on practical and implementable skills that will enable each delegate to confidently engage in this rapidly growing asset class.

This course is suitable for:

• Asset/fund managers
• Banking and Corporate Credit
• Banking lawyer
• Corporate bankers
• Corporate/Commercial lawyer
• Corporate finance advisor
• Credit Risk
• Finance Director
• In-house legal counsel
• Investment Banking
• Banking Operations Department
• Private Equity
• Project and Renewables Finance
• Project and Renewables Finance Lawyer
• Risk management
• Sustainable Finance Departments
• Corporate Treasury
• Investment department

ESG loans have seen exponential growth since 2018. This advanced ESG loan course focuses on enabling participants to build their loan due diligence and structuring skills. By learning to do so, investors, lenders and their advisors can better understand what to expect from borrowers and why. The absence of certified public market data in the loan market creates a practical challenge. This course will enable you to seek and utilise data from different sources to give your investment committee more information.

This course is a deep dive into green, social, sustainable and sustainability-linked loans and uses current case studies as the basis of learning. Participants are encouraged to bring their own relevant ESG challenges to the programme to deepen their learning and application.