ICMA Workshop: Bond syndication practices for compliance and middle office professionals

6-7 July 2020

 
Date: 6-7 July 2020
Day 1 & 2: 10.00 - 13.30 CEST

Workshop Overview


This workshop aims to give compliance professionals an in-depth and thorough understanding of the practices that are involved in launching a deal in the international debt capital market.

It will explain precisely how the deal is done, starting with first steps in the pre-launch process - looking at the pitch book, the mandate, the roadshow and the prospectus - through syndication, including book building and allocation, up to and including the final public launch of the issue.

At each point in the progress of the deal through to launch, the interaction of current regulation with the process is considered (including the Market Abuse Directive and the Prospectus Directive). The session is interactive, giving participants the opportunity to raise and discuss queries from their own experience.

An introductory session on the role and characteristics of the international bond market and the expectations of bond investors features in the seminar, as well as an explanation of the role and scope of the ICMA Primary Market Handbook, the internationally recognised guide to best practice in this area.

The workshop is delivered by a former capital markets professional with direct experience of deal management, who is also a reviewer for the ICMA Primary Market Handbook.


Delegate Fees

ICMA  Members: EUR 635.00 + VAT (if applicable) | GBP 550.00 + VAT (if applicable)
Non-Members: EUR 900.00 + VAT (if applicable) | GBP 800.00 + VAT (if applicable)

Delegate fees are payable, in advance of the course start date, by credit card (Visa, MasterCard) or on receipt of an invoice after registration has been received.

Registration: This livestreamed workshop will be held via Zoom and is open to all interested market participants. To access this virtual event, registration in advance is essential.

Please contact ICMA Education for more information.
Day One: Pre-Launch Regulatory Environment

Session 1:

  • Module 1: Mandate & Pre-Launch Considerations
  • Module 2: Key Documentation & the Prospectus Regulation 
  • Module 3: Syndication Practice 
  • Trainer-led live stream webinar covering above topics

Session 2:

  • ‘Panel discussion’ with an ICMA expert in Primary Markets incorporating:
    • Brief overview of topics covered
    • Trainer led Q&A session 
 
Day Two: Deal Execution

Session 3:

  • Module 4: Pre-marketing Considerations
  • Module 5: Announcement to Launch 
  • Module 6: Allocation & Pricing 
  • Module 7: Signing & Closing  
  • Trainer-led livestream webinar covering above topics

Session 4:

  • ‘Panel discussion’ with an ICMA expert incorporating:
    • Brief overview of topics covered
    • Trainer led Q&A session

Register for the ICMA Livestream Workshop: Bond Syndication Practices for Compliance and Middle Office Professionals, 6-7 July 2020

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Terms and Conditions

1.1
I understand that my reservation for the above course shall be accepted and confirmed if ICMA sends me a respective confirmation in writing within 3 business days from receipt of my payment. I also understand that if ICMA does not send me such confirmation within the specified period my reservation could not be considered and that the course fee will be refunded to me in full.

1.2

I agree that ICMA shall have the right to cancel courses and workshops at its own discretion for any reason (including e.g. if a sufficient minimum number of participants is not reached before the start date of the relevant course). In the event of such cancellation, the course fee will be refunded to me in full. I agree that ICMA shall not be liable for any expenses incurred by me, my employer, or anyone else on my behalf, due to the cancellation.

1.3
In the case that I want to cancel my reservation for this course I shall notify ICMA (attention Education Team) in writing without delay. I agree to the following cancellation fees being applied by ICMA:

until the 30th calendar day before the start date of the relevant course = 10%
from the 29th calendar day to the 15th calendar day before the start date of the relevant course = 50%
from the 14th calendar day to the last calendar day before the start date of the relevant course = 75%
on or after the start date of the relevant course = 100%

Refunds will only be processed after the completion of the relevant course and after the return of any course material already provided to you. Any such material must be returned undamaged and at your own expense.

1.4
I agree that if I fail to attend or complete this course within the given deadline, without following the cancellation procedure (see 1.3 above), no refund of the course fee shall take place.

1.5
I understand that registrations for online courses are non-transferable and non-refundable. I understand that substitutions can be made for classroom based courses at no charge subject to the condition that ICMA (attention Education Team) is notified accordingly in writing and provided with the details of the substitute (see 1.1 above) not later than 48 hours before the relevant course commences.

1.6
I agree that ICMA and its affiliate entities may retain the information supplied on this form on a database and use it for the purpose of course and event administration, and, IF I have ticked the relevant boxes above, include my name and name of my employer in a class list which may be distributed at the course in hard copy or to other registered delegates in electronic form as well as for the purposes of advertising future courses and events and promoting ICMA.

1.7
Delegates should be aware that a photographer may be on site throughout the course. Photographs taken at this course may be used in future promotional materials.


Delegate Fees

ICMA Members: £600.00 + VAT if applicable

Non Members: £900.00 + VAT if applicable

 

If applicable:

Accommodation is not included in the price and delegates must arrange their own accommodation.

Please do not book your travel until advised to do so by ICMA. We will inform you when the course is confirmed to go ahead. For security reasons, delegates who have not registered in advance will not be admitted to this course. If you have any queries regarding this course, please contact ICMA Education.

Course materials will be provided to candidates (where necessary) in electronic format prior to the start of programme. Please ensure that you bring these to the course with you as hard copies of course materials are not provided. Where specified, candidates are required to bring any additional equipment (for example, a bond calculator) at their own expense.


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