Summer School of International Financial Law

10 days 30 Jul - 10 Aug 2018, Oxford United Kingdom £8,495.00 + VAT* Download brochure Add to basket

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Book and pay for this course before 31 May 2018 and save 15% on the registration fee. Simple add this course to your basket online and enter the code ‘SS15’ at the checkout to redeem your discount.

*Please contact us for full terms and conditions on: or call +44 (0)207 779 8780.

Please note, this is a residential course. The above price includes the accommodation as well

Euromoney Learning Solutions' Summer School has developed an enviable reputation as the premier international financial law event on the training calendar. This residential school offers an unequalled opportunity for lawyers from around the world to learn the principles and practice of international financial law from expert practitioners. Over two weeks, the Summer School will cover a substantial range of topics.

Moreover, the Summer School has a strong practical orientation; it provides guidance and advice on how to identify, approach and solve the legal problems posed by international financial transactions. Case studies and workshops provide opportunities for participants to study actual transactions and become involved in documentation and negotiation exercises. During the course, participants will receive a set of notes,sample clauses, extracts from relevant laws or regulations and materials for case studies and workshops.

Why you should attend

A team of expert consultants and practitioners will offer their advice throughout the ten days. Through the means of lectures, interactive exercises and case studies you will be given an unparalleled opportunity to benefit from their practical experience. You will leave us confident in the knowledge that you are better equipped to deal with the daily demands you face in the workplace.

To find out more about the City of Oxford and St Catherines College, see Visit Oxford

Who should attend

  • In-house lawyers in banks and financial institutions
  • Government and international organisations involved in international financing operations
  • Lawyers in multi-national corporations dealing with international financial transactions
  • Lawyers in practice who advise clients on international financial transactions
  • Banking executives who are closely involved in legal issues of international financial transactions


We work with a series of expert instructors, please select the course location of interest to review the credentials of who will be delivering the programme.

Faculty Summer School for International Financial Law

Sue Wright
International Lending

Sue Wright is a solicitor with over 18 years experience in international banking transactions, including syndicated loans, subordinated debt, structured finance and tax driven transactions. Her experience also includes advising institutions on structuring cross-border transactions, including corporate structures, analysis of implications of local laws, tax implications and potential environmental liability. Sue was a partner in the banking department at Norton Rose for 8 years and was responsible for training assistants at Norton Rose for 2 years.
Sue has been highly recommended as one of the leading experts in her field by the Legal 500 and by Chambers. She was head of professional development at Herbert Smith and is now running an independent training consultancy, specializing in international banking.
Sue has been a trainer for Euromoney Legal Training for 15 years. She has also spent 8 years as consultant course director on both open and in-house courses which run throughout the world.

Daphne Perry
English Law & Contracts for International Lawyers

Daphne Perry practised for 12 years as a barrister specialising in general commercial litigation until 1997, when Chambers & Partners ranked her in the top 11 juniors for commercial work in London. She then supported litigators at Denton Wilde Sapte for another 12 years with training, current awareness, know-how and precedents.

Experienced in plain language legal drafting and editing, she is quoted in the Law Society's textbook "Clarity for Lawyers" and is a committee member of Clarity, the international association for plain language in the law. As Denton Wilde Sapte's plain language co-ordinator, for 3 years she supported their plain language service, liaising with other lawyers across the fi rm and with non-lawyers in training, business development and IT.

Mark Richards
Project Finance

Mark is a partner and head of the projects & infrastructure finance team at BLP. He has extensive experience in providing multi-disciplinary advice to both public and private sector clients, and he works on a wide range of high value, high profile, innovative and complex infrastructure projects, including the first PF2 transaction to close in the UK. Mark is qualified as a Solicitor in England & Wales and is also a New York State Attorney.

Arun Singh
Negotiating Skills, Corporate Finance & International M&A

Arun Singh is an international lawyer and consultant to an international law firm. He was formerly a partner and Head of International Commercial Law at KPMG Legal globally. He is cited and ranked in Chambers Guide of the World's Leading Lawyers. He specialises in international investment, joint ventures, licensing of technology, R&D, M&A, energy, outsourcing and corporate governance globally. He has worked with clients such as Standard Chartered, Bank of China, KPMG, Motorola and more.

He is a Visiting Professor in International Business, Leadership and Negotiations at Salford University Business School, Senior Associate of Oxford University's Institute of Legal Practice, a Visiting Lecturer to Cambridge University and a Visiting Fellow to Leeds University Business School where he focuses on leadership, cross-cultural dynamics in international business and international trade and investment.

He is the non-executive director of an international investment fund listed on the London Stock Exchange and Chairs another international investment company where he approves and selects investments, their acquisitions, sales and their structures.

He was appointed an OBE by HM the Queen in January 1999 for services to international trade, investment and intercultural management. Arun is an editor and contributor to a number of publications, in April 2010 his book on Business and Contract Law was published by Thorogood.

Graham Penn - Sidley Austin LLP
Asset Securitisation

GRAHAM PENN, co-leader of the firm's Global Finance practice, is recognized as a pre-eminent authority on structured finance and securitization, with a particular focus on commercial real estate. Graham has worked in the securitization market since its inception in the UK in the late 1980s, on a wide range of both UK and cross-border transactions involving assets in a variety of jurisdictions. As the financial landscape has shifted in recent years, he has been well-placed to advise clients on restructuring, refinancing, workout, insolvency and enforcement strategies in respect of both balance sheet and securitized loans, primarily those secured on commercial real estate. He has also advised clients on new acquisition and financing structures post-credit crisis, including the first non-bank CMBS transaction and regularly advises clients on the sale and acquisition of performing and non-performing loans (NPLs), including those backed by commercial real estate.



St. Catherines College, Oxford

St Catherine's College is located ten minute's walk from Oxford City Centre with its historical colleges, museums, shops and cinemas. Accommodation is in student study bedrooms. All training takes place on-site. The college common room is open to delegates and provides a focus for
meeting and socialising outside lectures/tutorials, and has a wide screen television with access to satellite channels. Please note, there are no televisions provided in the bedrooms. Moreover, in addition to a popular bar, the college has extensive grounds for jogging and sports, squash and
tennis courts. There is also a laundry service provided at a cost and a laundrette in the college itself. 


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Sunday 29th July

19.00 – Registration and Welcome Dinner

Monday 30th July

English Law & Contracts for International Lawyers – Daphne Perry

  • Introduction to English contract law
  • Break
  • Formation of Contract & Pre-Contractual Negotiations in English law
  • Workshop: Contract formation
  • The contents of the contract under English law
  • Variation & Transfer of Contractual Rights & Obligations
  • Workshop: Variation and discharge
  • Termination of contract
  • International enforcement of financial obligations

Tuesday 31st July

An Introduction to International Trade Finance – Alan Ward

  • An introduction to International Trade Finance
  • Bankers’ Documentary Credits
  • Workshop: Autonomy, fraud and illegality
  • Guarantees in International Trade

Workshop: Identifying the nature of the obligation 

Wednesday 1st August

International Lending – Sue Wright

  • Term Sheets
  • The most common structure of Loan Transactions
  • LIBOR and bank funding
  • Loan transfers
  • The loan agreements review
  • Workshop – glossary terms
  • Due diligence

Thursday 2nd & Friday 3rd August

Project Finance – Mark Richards

  • How the financing documents interact with the project documents
  • The loan agreement in project finance transactions
  • Guarantees and letters of credit 
  • Multi-source finance
  • Bond issues
  • Mezzanine or subordinated debt
  • Lease and vendor finance
  • Intercreditor issues
  • The security package in project finance
  • Structuring the security package

Saturday 4th August & Sunday 5th August

Free to explore Oxford, or why not head to London for a day trip.

Monday 6th August

Security Documentation – Tim Walker

  • Introductions:
    - Why take security?
    -Mortgages, charges, pledges and Liens

  • Some general principles
    - Legal & equitable title
    - Legal & equitable charges, assignments and mortgages
    - Fixed and floating charges

  • Anatomy of a Security Document
    - Fixed and floating charges revisited
    - Charges over book debts; the spectrum decision
    - Receivers and administrators
    - Floating charges – disadvantages
    - Key clauses and key issues

  • Cross-border issues

  • Guarantees 

Tuesday 7th August

Contract and Negotiation Masterclass – Arun Singh

  • Improve legal writing and contract drafting skills
  • Learn how to avoid common drafting pitfalls
  • Develop an effective communication style
  • Understand the structure and terms that are common to contracts
  • Learn advanced negotiation skills (for commercial matters and dispute resolution)
  • Writing legal opinions, correspondence memoranda and email
  • Drafting pre-contractual documentation
  • Drafting general contractual terms and specific clauses
  • Negotiation skills for lawyers
  • Tactics, techniques and personalities
  • Negotiating key clauses


Wednesday & Thursday 8th & 9th August

Corporate Finance & International M&A – Arun Singh

  • Structuring the detail – M&A
  • Understanding the pre-contractual issues
  • Confidentiality agreements
  • Workshop : Due Diligence

Thursday & Friday 10th & 11th August

Asset Securitisation – Graham Penn

  • Transferring the portfolio of assets from the originator to the SPV/Issuing vehicle. Methods of transfer typically used and the importance of the ‘true sale’ analysis.
  • Commercial drivers to the structure: liquidity support techniques: credit enhancement: profit extraction techniques: senior/junior/subordinated structures.
  • Intercreditor related issues: security structures: control: and enforcement.
  • Comprehensive overview of the form and content of the documentation typically used in securitisation transactions. Lessons to be learned from the global credit crisis: new world/”mark II” securitisation structures.
  • 18.30 – Drinks Reception
  • 19.00 – Final Dinner

Saturday 12th August

Delegates depart after breakfast

Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product