Session Descriptions

Sponsor Finance for Dummies

Thursday, August 29, 2024

9:15 a.m. to 10:30 a.m.

The sophistication and complexity of capital markets loans continues to increase. Adding a sponsor to the mix can provide benefits while adding a level of complexity of the transaction. This session will provide a back to the basics review of sponsored credit, highlighting the risks of these loans vs. non-sponsored transactions as well as common transaction structures to mitigate those risks.

Learner Outcomes:

1. What is sponsored financing and what is the role of private equity (PE) firms in sponsored transactions.
2. How are the benefits/risks different from non-sponsored lending.
3. What are common sponsored credit loan structures.
4. How to evaluate sponsors and manage sponsor risk.