Give Your Team the Competitive Advantage in Securitization
Securitization is a high-stakes, precision-driven field—and your team deserves the clarity, structure, and confidence to contribute at the highest level.
Most analysts enter the industry without structured securitization training. They’re expected to learn on the job, navigating a flood of complex terminology, deal structuring, and modeling—without a clear framework. This slows execution, increases risk, and puts pressure on senior team members.
Your Team Deserves to Lead, Not Follow.
This program transforms analysts into confident, deal-ready professionals who can contribute from day one.
✅ Master securitization structures & real-world execution
✅ Develop job-ready modeling skills with hands-on deal simulations
✅ Eliminate inefficiencies and accelerate deal flow
Equip your team with the skills to excel—without the steep learning curve.
Get the Training Top Analysts Wish They HadBuilt for Precision. Backed by Experience.
Securitization isn’t just another financial skill—it’s a precision-driven strategy that requires technical expertise, sharp execution, and an insider’s understanding of deal structuring. But too often, professionals are expected to figure it out on their own—leading to avoidable inefficiencies and slower execution.
That’s exactly what this training is built to solve.
This training changes that.
By working directly with an industry veteran who has structured and executed deals at Apollo, Waterfall, and Wachovia, your team will gain:
- Deep, real-world securitization knowledge
- Hands-on modeling skills that eliminate the steep learning curve
- The ability to structure deals with confidence, speed, and precision
This isn’t just training—it’s an investment in your team’s ability to lead.
Solutions for All Sizes
Whether you’re training a small group of analysts or an entire team, we offer tailored solutions to fit your needs:
🔹On-site corporate training for teams of 3+
🔹Cohort-based live-stream boot camps
🔹Self-study video courses for independent learning
🔹Hybrid options that blend remote instruction with on-site application
Every format includes ongoing access to course materials and connection to a growing network of structured finance professionals.
Build a team that doesn’t just keep up—train them to lead.
Strong Teams Execute. Exceptional Teams Are Trained to Lead
The difference between a capable team and a high-performing one often comes down to specialized knowledge, precision execution, and an ability to keep pace with a rapidly evolving market.
A study on employee performance in the banking sector found that effective teamwork directly enhances performance by improving decision-making, fostering collaboration, and strengthening overall efficiency (ResearchGate).
Yet, many firms leave securitization training to chance—expecting teams to "figure it out on the job" instead of equipping them with the skills to operate at the highest level from day one.
This training eliminates the guesswork.
For investment firms, this training helps teams assess risk and optimize returns with clarity.
For FinTech lenders—it teaches your team to structure deals that raise capital efficiently and scale non-dilutive funding.
For investment banking professionals, it sharpens their ability to underwrite, model, and close deals faster and with greater precision.
For investment banking professionals, it accelerates your team’s ability to underwrite, model, and close deals with precision.
By working directly with an instructor who’s structured and executed deals at Apollo, Waterfall, and Wachovia, your team will achieve...
✅ Real-world securitization knowledge—applied from multiple sides of the transaction
✅ Modeling expertise—through deal simulations that mirror actual execution
✅ Strategic precision—to structure and execute with confidence and efficiency
This isn’t just training—it’s a strategic advantage.
Step Inside the Deal Room—Experience Securitization Like an Insider
Securitization isn’t something you fully grasp through theory alone. The professionals who succeed in this field are the ones who’ve been inside the transaction—who understand the dynamics between issuers, bankers, and investors because they’ve worked through them firsthand.
This isn’t just about “learning how.” It’s about developing the kind of judgment and execution skills that come from doing the work yourself.
What's Gained:
- A clear understanding of how securitization transactions function—from origination to execution
- Modeling skills that reflect real-world structuring techniques
- The ability to step into deals with greater clarity, confidence, and fluency
The First Step to Mastering Securitization—Train Like the Best
Perfect for onboarding interns, analysts, and associates, this training combines foundational knowledge with practical execution.
You’ll get:
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5 hours of self-paced instructional video
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A 1–2 day live boot camp (virtual or on-site)
This isn’t a passive course—or theory dressed up as practice. It’s immersive, structured training designed to mirror the real-world decisions, modeling, and execution professionals face on the job.
Through high-intensity simulations and hands-on exercises, you’ll:
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Refine your instincts
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Sharpen your execution
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Build fluency in structuring complex deals
Each session reinforces the skills that matter most—so you can step into real transactions with clarity, confidence, and control.
What You’ll Experience Inside:
- Evaluate a real scenario based on a FinTech auto loan portfolio
- Structure a securitization deal that targets a +10% IRR
- Analyze risk, optimize cash flows, and apply techniques used by institutional players
- Use the same frameworks Zach applied at Apollo, Waterfall, and Wachovia
Learn How To...
- How to model securitizations in Excel—without templates or shortcuts
- Deal structuring frameworks, from origination to closing
- Static pool analysis, breakeven modeling, and scenario testing
- How to read and interpret term sheets with clarity and speed
- How to present structured finance data with insight and confidence
The Skills You’ll Develop
- Build a ‘from-scratch’ securitization model in Excel—applying real-world structuring techniques.
- Perform static pool analysis & formulate key deal assumptions.
- Conduct returns analysis, break-even assessments, & stress testing.
- Read, interpret, and assess term sheets with precision.
- Present complex deal data using effective financial storytelling & visualization techniques.
By the end of this training, you won’t just understand the mechanics of securitization—you’ll start thinking like a professional who structures deals every day. That means balancing investor incentives, managing lender priorities, and negotiating deal terms that actually get approved.
This is the kind of skillset that sets you apart—whether you're joining a deal team, aiming for your next promotion, or simply looking to contribute with greater clarity and control.
It’s not just about learning the concepts—it’s about applying them. You’ll refine your modeling, sharpen your deal instincts, and build the kind of execution fluency firms expect but rarely teach.
Can You Succeed in Securitization Without Precision, Speed, and Execution?
Securitization isn’t about memorizing definitions—it’s about structuring real deals, managing risk with confidence, and understanding the mechanics at a professional level.
The reality is: professionals who can model and structure with precision contribute more—earlier, faster, and with greater credibility.
Without that skillset:
- You miss opportunities others are prepared to take.
- Mistakes become expensive—not just for the firm, but for your trajectory.
- Progress slows, as others with deeper execution skills move ahead.
This Bootcamp gives you the training that most professionals never get—so you’re not left figuring it out on the job. You’ll work through deal scenarios and learn the execution frameworks that top teams use every day.
If you’re looking to refine your edge, this is where it starts.
Meet Your Instructor: Learn from an Industry Veteran
Meet Your Instructor: Zach Bolster For nearly two decades, I’ve worked across securitization, structured finance, and capital markets—executing deals, building models, and helping firms align strategy with real-world execution.
At Apollo, I served as a Managing Director in Alternatives. At Waterfall, I helped FinTech lenders scale with effective warehouse strategies. At Wells Fargo and Wachovia, I developed foundational experience in RMBS and consumer ABS banking.
Along the way, I saw a consistent gap—professionals entering the space with ambition and work ethic, but without structured training to truly understand the numbers.
That’s why I built this Bootcamp—to provide the kind of real-world, simulation-driven learning I wish had existed when I started. You’ll walk away knowing how to structure deals, assess risk, and execute with confidence.
What’s the Cost of Staying Behind?
This Is an Investment in Your Execution—Not Just Another Course In this industry, the professionals who succeed aren’t waiting for experience to catch up—they train for it.
This Bootcamp is designed to help you:
• Skip years of trial-and-error learning.
• Understand securitization from every angle—investor, issuer, and banker.
• Build the confidence to step into deal rooms and contribute meaningfully.
Yes, firms spend tens of thousands building these skills internally. But this is your opportunity to build them now—on your own terms—with expert support.
Structured Execution Starts with Intentional Training
In securitization, it’s not about waiting for the perfect opportunity—it’s about being prepared when it arrives.
This training is built for professionals who want to refine their execution, deepen their understanding, and operate at a higher level. If that’s you, the next step is straightforward.
Let’s talk about your goals and see if this Bootcamp is the right fit.
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