Educational Seminar Programme

ITFA ANNUAL EDUCATIONAL SEMINAR

This course will be taught by members of the ITFA board combining over 80 years of practical market experience

Dress Code: Business attire or smart casual 

Monday 3rd September

14:00 – 14:05

Introduction 
Sean Edwards

14:05 – 14:35

Introduction to Trade Finance 
Duarte Pedreira

  • Fundamentals of Trade Finance, concepts, contracts, markets and terms

14:35 – 15:20

Modern Forfaiting, Without Recourse Financing for Trade Receivables 
Lorna Pillow 

  • Introduction to modern forfaiting, fundamentals
  • Introduction to Uniform Rules for Forfaiting (URF800)

15:20 – 15:50

Pricing and Calculations 
Chris Hall

15:50 – 16:10

Coffee Break

16:10 – 16:55

Receivables & Supply Chain Finance 
Sean Edwards

  • An introduction to Supply Chain Finance
  • Techniques and current issues

Tuesday 4th September

09:00 – 09:45

Current Regulations, Risk Mitigation Techniques & Distribution: The Regulatory Environment 

Zeyno Davutoglu 

  • Risk Distribution, Distribution of Trade Assets

09:45 – 10:30

Use of the BAFT Master Participation Agreement 
Khilola Turaeva

  • An introduction to BAFT and MRPA
  • Use of MRPA in trade risk distribution and details

10:30 – 10:45

Coffee Break

10:45 – 11:30

Insurance in Trade Finance as a Risk Mitigation Tool 
Silja Calac 

  • An introduction to Insurance as a risk mitigation technique in trade finance
  • Current issue and techniques

11:30 – 12:00

Case Studies 
Paul Coles,  Chris Hall, Khilola Turaeva, Sophia Xiao

  • Sample cases where participants will have chance to use various trade risk distribution and mitigation techniques analysed during the seminar

12.00-12.30             Final Q&A, wrap-up and award of certificates

                                  Teaching Team

The Educational Seminar will be held at the offices of Rand Merchant Bank, Portside, 5 Buitengracht Street, Cape Town.

The seminar documentation will be available at the beginning of the Seminar and will serve as a reference during the entire course which you can take home with you. It will not be possible to purchase the seminar documentation separately.