Master Outline

1	FT	Syn Yew’s Expected Loss Model
	FT	Minimising EL with 3 Tiers of Understanding
	PD	Cherng Yew Capital Life Cycle
2	PD	Daniel Dolphin
	PD	Dupont Analysis
	PD	Cashflow Analysis
3	PD	Enterprise Value
	FT	4 Buckets of Time
	FT	6 Degree of Separation
4	FT	Integrating 4BOT 6DOS
	PD	Validity, Valuation, Liquidity / VIT
	FT	PIT

5	PD	Discover Business
6	FT	Management
	FT	Binary VS Continum
7	PD	EBITDA =/= Cashflow
	PD	Deep Dive into B/S
	PD	Differential Balance Sheet
8	PD	Adjusted Working Capital
	PD	Financial Statement Adjustment
9	FT	Dynamic Competing Priorities
	PD	UCA Cashflow & Number As Adjectives
10	PD	Allocate Capital Efficiently
	FT	4 Layers of Truth

11	PD	CYCLE
	PD	Cashflow First
12	FT	Ratings
	PD	Practical Steps to Mitigate Risk
13	LGD	4 Building Blocks of Structures
	LGD	Related Party
	LGD	Ultimate Economic Activity
	FT	Know Your Customer, Know Your Cashflow
14	FT	P.A.C.E.D

15	LGD	Yvonne Yacht (YY)
	LGD	5 States of Cash
16	LGD	Trade Finance (Traditional)
	LGD	Facilities (Trade Finance)
17	LGD(no slide)	Information Blackhole
	LGD	Fred’s Five W
18	LGD	Facilities Risk Attributes, Facilities Risk Hierarchy
	LGD	Exposure Allocation
19	LGD	Enforceability
	LGD	Drop Dead Date Cash Burn Analysis
20	LGD	4 Squares
	LGD	Credit Bases v Counterparty (CB vs CP)

21	LGD	Group Structure
	LGD	Complex Structure
	LGD(no slide)	Consolidation Blackhole
22	EAD	EWS
	EAD	Dynamic PD
	EAD	EB 2
23	EAD	3 primary Causes of distress
	EAD	Jeremy’s Jenga (JJ)
	EAD	Creative Accounting
24	EAD	Dynamic Relative Motivation
	EAD	Cash Burn Analysis