Mastering Capital Stack Strategy: From Covenants to Credit Triggers
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1-2 hours
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Course overview
This playlist demystifies the complex language of corporate credit structuring by translating key capital stack concepts into actionable insights. It covers everything from regulatory overlays and intercreditor agreements to covenant protections and subordinated debt structuring.
Whether it’s understanding how PIK toggles engineer returns in private markets or how springing liens operate under stress, each video unpacks the layered reality of credit instruments.
Designed for analysts, lawyers, and deal professionals, this series offers deep dives into the nuanced mechanisms that shape modern lending, structuring, and recovery scenarios—turning legalese and financial jargon into clear, strategic intelligence.
Whether it’s understanding how PIK toggles engineer returns in private markets or how springing liens operate under stress, each video unpacks the layered reality of credit instruments.
Designed for analysts, lawyers, and deal professionals, this series offers deep dives into the nuanced mechanisms that shape modern lending, structuring, and recovery scenarios—turning legalese and financial jargon into clear, strategic intelligence.
What's included?
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9 videos
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Unlock the capital stack: translate credit complexity into structuring clarity.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This playlist is ideal for investment analysts, credit professionals, legal advisors, and structurers seeking to deepen their understanding of corporate debt mechanics. Whether you're modeling distressed capital stacks or negotiating credit terms, these videos offer the practical translations needed to navigate complex financial instruments with confidence.
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 10x 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.