New Course Offerings

Please contact B&B at info@bandbsf.com for a full course outline which can then be tailored to your specific needs.

Private Equity and LBOs - Intermediate level course that demystifies the structure and process of private equity. This course covers key terminology, the process of identifying value in companies in terms of entry and exit strategies, LBOs mechanics and returns, the role that private equity has played in markets, future trends in private equity and trading opportunities in public markets that arise from potential LBOs.

Credit Crisis Workshop – A current and practical intermediate level course that goes through the credit crisis timeline (from New Century filing for Chapter 11 to the current market situation), highlighting the products, players and market forces that shaped the credit crisis (including CDOs, ABS, SIVs, monolines, private equity), and how their changing dynamics are likely to affect markets going forward.

Effective Risk Management – Effective risk management is crucial in volatile and gapping markets, and as such is on the top of the agenda for all financial institutions. Beginner level course is a broad overview of credit, market, liquidity, volatility and correlation risks, and how to measure and manage these risks (VaR analysis, designing risk limits, portfolio approach). Intermediate/advanced level courses focus on a particular risk type or common risk process such as market or credit risk or stress testing.

Valuing Distressed Credit  – This beginner level course is highly topical as corporates become distressed and more market players turn to distressed investing. The course covers the basic concepts of credit analysis, focusing on fundamental valuation techniques and using real examples of distressed companies to determine whether there is value in investing in one distressed corporate vs. another.

CDO Risks, Returns and Litigation – While few new CDOs are being issued, banks are still saddled with warehouses of CDOs that were not issued or sold in 2007. At the same time, litigation around CDOs has increased dramatically as investors and banks begin to lose money from poorly performing CDOs. This intermediate level course focuses on the risks and returns of CDOs to all parties involved in transactions, what banks are currently doing to get rid of their risks, and the key areas of CDO litigation (controlling classes, mismatched docs, etc.).
*NB: Much of the content for this course will be drawn from our experience as expert witness in current CDO litigations. While we cannot disclose the transactions we working on, we will use public reports and filed claims as real examples of litigation.*

[The trainer] made a complex topic very clear. I found it all helpful.