Mastering Project Finance: Strategies, Risks & Investor Insights

South Africa's National Treasury Introductory Manual on Project Finance for Managers of PPP Projects
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Course Overview:

The course provides a complete understanding of project finance structures, covering project funding alternatives, financing strategies, and investor profiles. It focuses on debt and equity management, investment agreement terms, and risk management in public-private partnerships. Participants gain practical knowledge in construction financing, lease financing, and financial ratios like DSCR. The course equips participants to navigate complex project finance agreements, structure financial covenants, and evaluate secured and unsecured debt options. 

 

Target Audience:

  • Project Finance Managers
  • Investment Analysts
  • Financial Advisors
  • Public-Private Partnership (PPP) Coordinators
  • Corporate Finance Officers
  • Infrastructure Project Developers

 

Targeted Organizational Departments:

  • Corporate Finance Departments
  • Investment and Risk Management Teams
  • Infrastructure Development Units
  • Public-Private Partnership (PPP) Divisions

 

Targeted Industries:

  • Infrastructure Development
  • Renewable Energy
  • Real Estate and Construction
  • Telecommunications
  • Transportation and Logistics
  • Oil and Gas

 

Course Offerings:

By the end of this course, participants will be able to:

  • Design and implement project finance structures.
  • Evaluate and select the best project funding alternatives.
  • Analyze financial ratios such as DSCR for project viability.
  • Apply risk management techniques to reduce project finance risks.
  • Structure investment agreements with terms and financial covenants.
  • Understand investor profiles and criteria for project funding.
  • Manage both secured and unsecured debt in project finance.
  • Utilize financial modelling to assess project finance performance.

 

Training Methodology:

This course employs a variety of interactive training methodologies to maximize participant engagement and learning. Case studies on real-life projects, such as the N4 toll road, will be used to illustrate project finance structures and funding alternatives. Group discussions will focus on analysing investor profiles and risk management strategies. Interactive sessions will provide hands-on experience in constructing project finance agreements and evaluating financial ratios such as the Debt Service Coverage Ratio (DSCR).

 

Course Toolbox:

  • Project Finance Workbook
  • Case Studies on PPP Finance and Large Infrastructure Projects
  • Templates for Investment Agreements and Financial Covenants

 

Course Agenda:

Day 1: Introduction to Project Finance

  • Topic 1: Overview of Project Finance Structures
  • Topic 2: Project Funding Alternatives
  • Topic 3: Understanding Investor Profiles in Project Finance
  • Topic 4: Criteria for Investors in Project Funding
  • Topic 5: Terms and Conditions of Investment Agreements
  • Topic 6: Financing Strategies for Public-Private Partnership (PPP) Projects
  • Reflection & Review: Overview of Day 1 topics, including project finance structures and funding alternatives.

 

Day 2: Risk Management and Debt in Project Finance

  • Topic 1: Identifying and Managing Risk in Project Finance
  • Topic 2: Debt and Equity in Project Finance
  • Topic 3: Understanding Debt Service Coverage Ratio (DSCR)
  • Topic 4: Key Financial Covenants in Project Finance
  • Topic 5: Secured and Unsecured Debt in Project Finance
  • Topic 6: Convertible Debt and Preferred Equity in Projects
  • Reflection & Review: Key insights into project finance risk management and debt structuring.

 

Day 3: Financial Modeling and Project Financing Strategies

  • Topic 1: Financial Modeling for Project Finance
  • Topic 2: Use of Financial Ratios in Project Finance
  • Topic 3: Construction Financing in Project Development
  • Topic 4: Bridging Finance and Lease Financing
  • Topic 5: Project Finance Agreements and Legal Structures
  • Topic 6: Economic Conditions Impacting Project Finance
  • Reflection & Review: Review of financial modeling and its importance in project finance strategies.

 

Day 4: Case Studies and Application of Project Finance Concepts

  • Topic 1: Case Study: N4 Toll Road – A PPP Project
  • Topic 2: Funding Large Infrastructure Projects
  • Topic 3: Project Finance in Developing Countries
  • Topic 4: Credit Analysis for Project Funding
  • Topic 5: Managing Project Completion Risks
  • Topic 6: Contractual Arrangements in Project Finance
  • Reflection & Review: Lessons from real-world case studies and their application in project finance.

 

Day 5: Advanced Topics in Project Finance

  • Topic 1: Financial Engineering in Project Finance
  • Topic 2: Structuring Long-term and Short-term Project Securities
  • Topic 3: Securing Investors for Project Finance
  • Topic 4: Trends in the Project Finance Industry
  • Topic 5: Building Relationships with Key Stakeholders and Investors
  • Topic 6: The Future of Project Finance and Emerging Opportunities
  • Reflection & Review: Final reflections on advanced project finance strategies and course wrap-up.

 

How This Course is Different from Other Project Finance Courses:

The course takes a hands-on approach to learning, using real-world case studies like the N4 toll road project. It covers practical applications of financial ratios like DSCR and delves deeply into secured and unsecured debt management, as well as public-private partnerships (PPP). The course combines industry trends with practical methodologies, offering actionable insights for finance professionals.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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