CAPABILITIES
Experience in lending and credit risk…
-
Structured Debt
-
Highly Leveraged Lending
-
Debtor / Inventory Finance
-
Trade & International Financing
-
Goodwill lending [Professional Services]
-
Corporate Finance
-
Syndicated debt structures
-
Cash flow lending
-
Non-recourse lending
-
Industry specific lending
-
Equipment / Asset Finance
-
Commercial Property Construction Funding
-
Commercial Property Investment Funding
-
Mezzanine lending
-
Foreign Currency denominated debt
-
Restructuring
-
De-leverage / Work-outs
-
Interest Rate Risk Management
-
Foreign Exchange
-
Derivatives / Commodities
-
Regulated Personal Lending
-
Unregulated Personal Lending
-
SMSF lending
-
Non-conforming lending
Experience in deposits and transactional…
-
Simple and Structured Deposits
-
Transactional Risk Limits
-
Specialised Bank Accounts
-
Foreign Currency accounts
-
Physical Cash Management
-
Cards and other payment processes/products
-
Banking e-Commerce
-
Accounts Receivable / Payable processes
-
Insurance and Risk Protection
-
Insurance Premium Funding
-
Personal Wealth Management
-
Corporate Superannuation
-
Basic to Complex Transactional structures
Experience in lending process…
-
Settlement Risk
-
Document Risk
-
Industry Risk
-
Company and Management Risk
-
Market Risk
-
Sovereign and Regulatory Risk
-
Other Banking Risk Management
-
General and Specific Loan security structuring/profiling
-
Covenant Structuring, Monitoring, Compliance
-
Banking Compliance and Governance
-
Pricing and Risk-grade environments
-
Banking tenders
-
Scenario Testing
-
Annual Review processes and facilities planning
-
Fee structuring and guidance
-
Risk transfer / outsourcing
-
Bank reporting.
-
Segment and Banker selection
-
Decrease personal asset reliance/risk
-
Asset, Revenue, Ownership Protection
Other contributions…
-
Well connected in the banking system at multiple levels
-
Industry data and insight
-
Local and international bank pathways
-
Private, mezzanine, equity relationships
-
Professional relationships on shore and offshore
-
Peer to Peer Introductions
-
Economic data and opinion
-
Research
-
Networking opportunities
-
Relationships with real estate agents, accountants, legal, private wealth experts