ML374 Driving in the Rain: Risk Management for Loan Funds in an Uncertain Environment

This two-day course complements ML375 (taken before or after) and explores how your organization can ensure the financial sustainability of your loan programs, including:

  • Loan policies and procedures to manage risk — including lending control functions, management of risk concentrations, underwriting and portfolio management, risk evaluation and setting loss reserves, documentation standards, portfolio allocation and more
  • Key financial indicators and trend-line analysis for risk assessment of loans, loan portfolios and lending organizations
  • Financing vehicles for loan fund capitalization
  • Financial market dynamics (participants, rating agencies, terminology, the latest trends) and what they mean for capitalizing your loan fund
  • Steps to take to make your loan portfolio more understandable for and attractive to investors
  • Historical Industry comparisons — how does your organization rate against other CDFIs?
  • What's going on in the industry — big ideas

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Course length: 2 Days

Tuition: $ 505

Course counts toward a professional certificate: No