How loans work...

  • Author:
    Geoff Robinson
  • Level: 
    Early Careers
  • Study time:
    1-2 hours
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Course overview
Ever wondered how banks orchestrate those massive corporate loans you read about in the business news? This series pulls back the curtain on the world of corporate lending, walking you through every step of how major loans come together. We'll start with the basics - what exactly is a corporate loan, and how does a term sheet lay out the key details of the deal?

From there, we'll explore the fascinating mechanics of loan pricing, where banks balance risk and reward to determine the cost of capital. You'll discover why banks often team up in syndications to share both risk and opportunity, and learn about the critical safeguards that protect lenders when deals go south. Whether you're a finance professional looking to deepen your expertise, an entrepreneur seeking to understand your funding options, or simply curious about how big money moves in the corporate world, this comprehensive guide will give you the inside track on modern lending practices. Join us for a journey into the heart of corporate finance.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 10+ videos
  • Understand the accounting and valuation implications of convertible notes.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is essential viewing for early to mid-career finance professionals, particularly those in banking, private equity, or corporate treasury roles who need a practical understanding of loan structuring and execution. It's also valuable for entrepreneurs and business owners planning to seek significant financing, as well as MBA students focusing on corporate finance. While we cover complex topics, we break them down clearly enough that motivated professionals from adjacent fields – like accounting, corporate law, or investment – will find it accessible and relevant to their work. You'll get the most value if you already have a basic grasp of financial statements and business fundamentals.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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