企業金融人才
國際永續融資實務工作坊
Advanced Workshop on International Sustainable Financing Practices
7/31 (三)、8/1 (四) 每天 09:00-17:00
 |
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Introduction to Sustainable Financing |
|
◆ |
Sustainable Banking Targets (SBTs) |
|
◆ |
Implementing Principles for Responsible Banking (PRB) and Equator Principles in Banks |
|
◆ |
Introduction to the Green Asset Ratio |
|
◆ |
Introduction to the Capital Requirements Regulation (CRR) and the Capital Requirements Directive (CRD) |
|
◆ |
How to Read and Evaluate a Company’s ESG Reports |
|
◆ |
Case Study Analysis |
|
◆ |
Interactive Discussion and Q&A |
|
講師介紹 - Mr. Giles Gunesekera |
Mr. Giles Gunesekera
Founder and CEO of Global Impact Initiative
Giles has over 30 years’ experience of building and developing teams and businesses for global organizations. Giles has held senior roles in the financial services industry spanning recruiting, training, product, distribution and leadership.
國際聯貸架構設計實務工作坊
Advanced Workshop on Designing International Syndicated Loans Practices
8/14(三)、8/15 (四) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Overview of the Credit Risk and Structuring Considerations affecting the Syndications Process |
|
◆ |
Syndicated Loan Market Overview and Update |
|
◆ |
Assessing the key Risk Drivers in Syndicated Transactions at each stage of the Syndications Process, commencing from bid to closure |
|
◆ |
Evaluating strategies and outcomes for bidding and participating profitably in a Syndication transaction |
|
◆ |
Documentation and Post-Deal Management including the roles of and risks of agents, intercreditor risk management and remediation for weak credits |
|
◆ |
Trends and Marketing Considerations for building a Syndications pipeline management |
|
講師介紹 - Mr. Madhav Sivaram |
Mr. Madhav Sivaram
He has been involved with developing and delivering a range of Technical and Professional Development programmes, with a particular focus on the financial services sector spanning banks, investment organisations and sovereign investor groups. His courses form part of a training curriculum especially designed for positive client outcomes, taking into account regional market needs, and across varying degrees of complexity and participant experiences.
國際再生能源專案融資案例解析工作坊
Advanced Workshop on International Renewable Energy Project Financing Case Analysis
8/21(三)、8/22 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、永續金融 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Common project finance frameworks |
|
◆ |
Introduction to solar energy, wind energy (onshore / offshore) financing frameworks and comparison |
|
◆ |
Other common financing sources for renewable energy |
|
◆ |
Renewable energy financial models and applications |
|
◆ |
How to evaluate the credit risk of renewable energy lending |
|
講師介紹 - Dr. Stan Ho (何昊洺博士) |
何昊洺博士
商道融綠國際的首席代表及香港品質保證局 (HKQAA) 綠色金融認證計畫技術委員會成員
- 經驗豐富的投資銀行和信用評等專家。在瑞士信貸，美林和貝爾斯登擁有股權資本市場和企業融資部門的投資工作經驗，並且擁有惠譽評級和聯合評級國際信用評級(首席執行官)的工作經驗。
- 曾從事企業融資和信用評等工作。他在債券和證券化等固定收益領域擁有紮實的產品和市場知識，並在香港和新加坡擁有廣泛而穩固的債務資本市場銀行家、固定收益投資者和信用評級分析師的網絡。
- 何博士是HKQAA對中國和香港企業及金融機構發行的債券和貸款綠色認證的審核成員之一。何博士是EFFAS認證的ESG分析師 (CESGA®) 考官、及由EFFAS設立的可持續金融研究中心 (SFRH) 的學術總監，負責在亞太地區推廣EFFAS資格。
國際商會對信用狀詐欺案例之最新意見解析工作坊
Advanced Workshop on the Latest Insights into Credit Letter Fraud Cases
by International Chambers of Commerce
9/4(三)、9/5 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、洗錢防制、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
※
|
◆ |
信用狀詐欺國際態樣分析 |
|
◆ |
國際商會仲裁判決說明 |
|
◆ |
國際商會DOCDEX爭議裁決案例 |
|
◆ |
開狀銀行拒絕付款之糾紛與法院判例 |
|
講師介紹 - 蘇志成博士 |
新加坡知名貿易融資權威
- 新加坡 DCTrade 顧問公司總裁
- 新加坡大華銀行副總裁及貿易服務總監
- 馬來西亞崇僑銀行副總裁及國際貿易服務及匯兌總監
- ICC 國際商會銀行技術及實務委員會新加坡銀行公會代表
- UCP600 起草委員會成員
國際聯貸法律合約協商技巧工作坊
Advanced Workshop on Practical Skills for Negotiating International
Syndicated Loan Legal Contracts
9/19(四)、9/20 (五) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Law governing syndicated loan markets and its practical application in the United Kingdom and globally (common and civil law jurisdictions) |
|
◆ |
Legal and practical issues relating to syndicated loan agreements and the process |
|
◆ |
Terms and Conditions |
|
◆ |
Information Memorandum: Preparation and Review |
|
◆ |
Loan Documentation: Preparation and Review |
|
◆ |
Covenants |
|
◆ |
Events of Default |
|
講師介紹 - Dr. Mei Pheng Lee |
Senior partner and banking and finance law consultant in Detta Samen & Co Advocates
Upon graduating from the University of Malaya with a First Class Honours in 1983, Datin Dr Lee became a fellow and tutor at the Law Faculty, University of Malaya. In 1985, Datin Dr Lee joined the Overseas Chinese Banking Corporation (OCBC) as Head, Legal Department and served as Assistant Vice President in the Malaysia Central Office and subsequently in Kuching Branch, a position she held until she left the bank in 1994 to join Detta Samen & Co., Advocates as a partner.
e-UCP應用實務解析工作坊
Advanced Workshop on Analysis of e-UCP Applications Practices
10/2(三)、10/3 (四) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
與UCP關聯性、從範圍/安全措施/數位化/處理流程等重要面與UCP600之關係 |
|
◆ |
TA929rev對國際貿易交易中電子提單 (eB/L)以紙張形式提示的背書問題免責條款審閱重點 |
|
◆ |
分析eUCP 2.0、ISP98 和 URDG758中有關於電子文件提示相關做法(ElectronicPresentations) |
|
◆ |
探討UNCITRAL(聯合國國際貿易法委員會)實務慣例 |
|
講師介紹 - 蘇志成博士 |
新加坡知名貿易融資權威
- 新加坡 DCTrade 顧問公司總裁
- 新加坡大華銀行副總裁及貿易服務總監
- 馬來西亞崇僑銀行副總裁及國際貿易服務及匯兌總監
- ICC 國際商會銀行技術及實務委員會新加坡銀行公會代表
- UCP600 起草委員會成員
企業金融人才
國際永續融資實務工作坊
Advanced Workshop on International Sustainable Financing Practices
7/31 (三)、8/1 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Introduction to Sustainable Financing |
|
◆ |
Sustainable Banking Targets (SBTs) |
|
◆ |
Implementing Principles for Responsible Banking (PRB) and Equator Principles in Banks |
|
◆ |
Introduction to the Green Asset Ratio |
|
◆ |
Introduction to the Capital Requirements Regulation (CRR) and the Capital Requirements Directive (CRD) |
|
◆ |
How to Read and Evaluate a Company’s ESG Reports |
|
◆ |
Case Study Analysis |
|
◆ |
Interactive Discussion and Q&A |
|
講師介紹 - Mr. Giles Gunesekera |
Mr. Giles Gunesekera
Founder and CEO of Global Impact Initiative
Giles has over 30 years’ experience of building and developing teams and businesses for global organizations. Giles has held senior roles in the financial services industry spanning recruiting, training, product, distribution and leadership.
國際聯貸架構設計實務工作坊
Advanced Workshop on Designing International Syndicated Loans Practices
8/14(三)、8/15 (四) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Overview of the Credit Risk and Structuring Considerations affecting the Syndications Process |
|
◆ |
Syndicated Loan Market Overview and Update |
|
◆ |
Assessing the key Risk Drivers in Syndicated Transactions at each stage of the Syndications Process, commencing from bid to closure |
|
◆ |
Evaluating strategies and outcomes for bidding and participating profitably in a Syndication transaction |
|
◆ |
Documentation and Post-Deal Management including the roles of and risks of agents, intercreditor risk management and remediation for weak credits |
|
◆ |
Trends and Marketing Considerations for building a Syndications pipeline management |
|
講師介紹 - Mr. Madhav Sivaram |
Mr. Madhav Sivaram
He has been involved with developing and delivering a range of Technical and Professional Development programmes, with a particular focus on the financial services sector spanning banks, investment organisations and sovereign investor groups. His courses form part of a training curriculum especially designed for positive client outcomes, taking into account regional market needs, and across varying degrees of complexity and participant experiences.
國際再生能源專案融資案例解析工作坊
Advanced Workshop on International Renewable Energy Project Financing Case Analysis
8/21(三)、8/22 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、永續金融 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Common project finance frameworks |
|
◆ |
Introduction to solar energy, wind energy (onshore / offshore) financing frameworks and comparison |
|
◆ |
Other common financing sources for renewable energy |
|
◆ |
Renewable energy financial models and applications |
|
◆ |
How to evaluate the credit risk of renewable energy lending |
|
講師介紹 - Dr. Stan Ho (何昊洺博士) |
何昊洺博士
商道融綠國際的首席代表及香港品質保證局 (HKQAA) 綠色金融認證計畫技術委員會成員
- 經驗豐富的投資銀行和信用評等專家。在瑞士信貸，美林和貝爾斯登擁有股權資本市場和企業融資部門的投資工作經驗，並且擁有惠譽評級和聯合評級國際信用評級(首席執行官)的工作經驗。
- 曾從事企業融資和信用評等工作。他在債券和證券化等固定收益領域擁有紮實的產品和市場知識，並在香港和新加坡擁有廣泛而穩固的債務資本市場銀行家、固定收益投資者和信用評級分析師的網絡。
- 何博士是HKQAA對中國和香港企業及金融機構發行的債券和貸款綠色認證的審核成員之一。何博士是EFFAS認證的ESG分析師 (CESGA®) 考官、及由EFFAS設立的可持續金融研究中心 (SFRH) 的學術總監，負責在亞太地區推廣EFFAS資格。
國際商會對信用狀詐欺案例之最新意見解析工作坊
Advanced Workshop on the Latest Insights into Credit Letter Fraud Cases
by International Chambers of Commerce
9/4(三)、9/5 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、洗錢防制、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
※
|
◆ |
信用狀詐欺國際態樣分析 |
|
◆ |
國際商會仲裁判決說明 |
|
◆ |
國際商會DOCDEX爭議裁決案例 |
|
◆ |
開狀銀行拒絕付款之糾紛與法院判例 |
|
講師介紹 - 蘇志成博士 |
新加坡知名貿易融資權威
- 新加坡 DCTrade 顧問公司總裁
- 新加坡大華銀行副總裁及貿易服務總監
- 馬來西亞崇僑銀行副總裁及國際貿易服務及匯兌總監
- ICC 國際商會銀行技術及實務委員會新加坡銀行公會代表
- UCP600 起草委員會成員
國際聯貸法律合約協商技巧工作坊
Advanced Workshop on Practical Skills for Negotiating International
Syndicated Loan Legal Contracts
9/19(四)、9/20 (五) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Law governing syndicated loan markets and its practical application in the United Kingdom and globally (common and civil law jurisdictions) |
|
◆ |
Legal and practical issues relating to syndicated loan agreements and the process |
|
◆ |
Terms and Conditions |
|
◆ |
Information Memorandum: Preparation and Review |
|
◆ |
Loan Documentation: Preparation and Review |
|
◆ |
Covenants |
|
◆ |
Events of Default |
|
講師介紹 - Dr. Mei Pheng Lee |
Senior partner and banking and finance law consultant in Detta Samen & Co Advocates
Upon graduating from the University of Malaya with a First Class Honours in 1983, Datin Dr Lee became a fellow and tutor at the Law Faculty, University of Malaya. In 1985, Datin Dr Lee joined the Overseas Chinese Banking Corporation (OCBC) as Head, Legal Department and served as Assistant Vice President in the Malaysia Central Office and subsequently in Kuching Branch, a position she held until she left the bank in 1994 to join Detta Samen & Co., Advocates as a partner.
e-UCP應用實務解析工作坊
Advanced Workshop on Analysis of e-UCP Applications Practices
10/2(三)、10/3 (四) 每天09:00-17:00
|
目標學員 |
適合具 5~8 年 企業金融、企業徵授信、海外分行、法令遵循、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
與UCP關聯性、從範圍/安全措施/數位化/處理流程等重要面與UCP600之關係 |
|
◆ |
TA929rev對國際貿易交易中電子提單 (eB/L)以紙張形式提示的背書問題免責條款審閱重點 |
|
◆ |
分析eUCP 2.0、ISP98 和 URDG758中有關於電子文件提示相關做法(ElectronicPresentations) |
|
◆ |
探討UNCITRAL(聯合國國際貿易法委員會)實務慣例 |
|
講師介紹 - 蘇志成博士 |
新加坡知名貿易融資權威
- 新加坡 DCTrade 顧問公司總裁
- 新加坡大華銀行副總裁及貿易服務總監
- 馬來西亞崇僑銀行副總裁及國際貿易服務及匯兌總監
- ICC 國際商會銀行技術及實務委員會新加坡銀行公會代表
- UCP600 起草委員會成員