ABL Portfolio Management Level 2

Existing and newly appointed portfolio management team members should seek knowledge to continuously improve their portfolio management skills. ABL Portfolio Management Level 2 offers a deep exploration into loan structures and documentation related to portfolio management.

The curriculum covers effective portfolio management tools related to collateral and risk management within a commercial loan portfolio. Attendees gain knowledge about various documents that comprise a complete credit file and develop a deeper understanding of the underlying loan agreement. Additionally, instructors discuss documentation commonly used in multi-document structures, including intercreditor and subordination agreements.

After attending this course, participants will be able to:

  • Better understand key documents and agreements used in the management of a borrower relationship;
  • More thoroughly understand complex loan structures and develop skills to navigate scenarios where terms and conditions of the agreements are critical;
  • Understand multi-doc structures; and,
  • Understanding credit enhancements.

Interested participants should have attended ABL Portfolio Management Level 1 as a prerequisite. Contact Denise Castagna at dcastanga@sfnet.com with any questions or for more information.

  • sfnet-educationicon-(1)ef1ea855e39c41c08cca9373ec18a909 2024 Fall ABL Portfolio Management Level 2
    September 24 to 26, 2024
    Our ABL Portfolio Management Level Two curriculum is designed to take participants of our Level 1 curriculum deeper into the documentation that supports the underlying credits they may be managing.



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Begin with SFNet’s Level One courses to gain a thorough understanding of the secured finance ecosystem.

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