Must-have skills for securitization professionals.
Our "hands-on" approach demystifies securitization:
- Develop 'job-ready' practical skills
- Master concepts, structures, & terminology
- Build models from scratch in Excel
Land the job. Execute. Get Promoted.
Securitization can seem intimidating - especially if learning 'on-the-fly' or from a textbook.
The truth is – securitization is not difficult to learn. It’s just rarely properly taught.
We're here to change that.
Gain the critical skills and confidence to succeed in securitization.
Our Solutions
Corporate Training
For investment banks, investors, & issuers, we develop training programs that meet their needs. On-site, virtual, or hybrid. Solutions for all class sizes. Perfect for:
- Intern/Analysts/Associates Training
- "Boot Camps" to master the
essentials - Skills assessment & capstone projects
Live Online Boot Camps
Small online classes work through a simulated securitization. Perfect for:
- New Hires: "Break-in", add value
day-1 - New Investors: Structure bespoke investments w/ outsized returns
- Issuers: Gain an "inside view" of how securitization investors think
Self-Study Videos
Learn at your own pace with our step-by-step video instruction.
- Work on a simulated Auto ABS deal
- Build a securitization model from scratch in Excel
- Stress-testing & break-even analysis
- A final exam to test your securitization knowledge
What You'll Get Out Of Our Courses
"Job-ready" practical skills
-
Perform static pool analysis, & build custom loss assumption curves
-
Project asset cash flows & loan amortization schedules
-
Calculate unlevered & levered IRRs
-
Break-Even Analysis & Return Sensitivity
-
Term Sheet Review
A deep understanding of securitization concepts, structure, & economics
- How to use securitization to boost returns, mitigate risk, & raise non-dilutive capital
- Anatomy of a securitization structure, process, & parties
- Using Bankruptcy Remote SPVs to mitigate counterparty risk
- Protecting your $ investment using credit enhancements & triggers
Technical skills to build a securitization model from scratch
- "Learn by modeling" to gain a deep understanding of structure, economics, & return profiles.
- Create dynamic vizualizations that 'tell the story' of what's happening in the model.
- Use model to audit and optimize Term Sheet's waterfall.
An "Inside View" from different vantage points
- Experience a lender-investor term sheet negotiation through our simulated deal
- Explore the vantage points of the Investor (ABS equity), the Banker (ABS Debt Provider), and the asset originator (FinTech Lender)
I'm Zach Bolster, Lead Instructor
I've worked in securitization since 2004 as a banker, investor, & capital markets consultant to FinTech Lenders. Over the years, I've trained interns, analysts, and "first-time securitizers". I'm thrilled to be teaching securitization.
Investor Experience:
- Apollo (MD- Alternatives)
- Waterfall (FinTech Warehouse Lending).
Banking Experience:
- Wells Fargo RMBS
- Wachovia Consumer ABS
About Me:
- I live in Santa Monica with my two young kids and wife.
- I'm co-founder and president of ChemoCars - a nonprofit that's provided over 25,000 free rides to cancer treatment.
Subscribe for Free Business and Finance Resources
What is your email address?