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Luxembourg Breakfast in Zurich (9 March 2017)

Luxembourg Breakfast in Zurich (9 March 2017)

In partnership with SECA, Swiss Private Equity & Corporate Finance Association.

The Luxembourg Private Equity and Venture Capital Association organizes its 4th annual discussion and exchange forum.



9 March 2017

AGENDA

7.45 a.m.  – Registration & Breakfast

8.30 a.m. – Welcome by Paul Junck, LPEA

8.35 a.m. – Discussion Panel with Q&A

Anja Grenner, Fund Services Leader, SGG Group (moderator)
Philipp Mueller, Senior Vice President at Partners Group
Stephanie Aldag, Executive Director, Senior Legal Counsel, Adveq
Christoph Merz, Senior Product Manager, responsAbility Investments AG
Benjamin de Zordi, Tax Partner at PwC Switzerland
Christian Hertz,
Director Legal, Luxembourg Investment Solutions
Tobias Wieczorek, Senior Manager, KPMG Luxembourg
Harald Strelen, Partner, TaxInvest

11.00 a.m. – Networking & Farewell Drinks

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Luxembourg introduced the Reserved Alternative Investment Fund (“RAIF”) in July 2016. This fund operates and is taxed just like the SICAR and SIF, the known Luxembourg vehicles for investments in Private Equity, Venture Capital and Real Estate. Unlike the SIF or the SICAR, the RAIF does not have to be authorized by the Luxembourg financial regulatory authority. It is only indirectly regulated at the level of its authorized Alternative Investment Fund Manager (“AIFM”) and its depositary pursuant to the AIFMD, both of which it has to appoint no matter the size of the RAIF. That way the RAIF combines all the advantages of the existing vehicles for alternative investments with a quick time-to-market.

In this workshop participants will have the chance to learn more about the diverse structuring options, see practical examples and possibilities of converting existing vehicles into RAIFs.

This workshop will also discuss the consequences Brexit may have on Luxembourg as a financial hub and what this could mean for Swiss Fund promoters. Luxembourg AIFMs, together with AIFM service providers, will report how this topic has evolved in recent months and what they expect for the medium and long run.

As in previous years Swiss fund managers that are familiar with Luxembourg structures will participate in the discussion panel and share their experience with the audience.

This will also be the occasion to take stock of the progress made regarding ESMA’s decision to allow Swiss AIFMs to benefit of the third country regime in fund distribution.

Swiss and Luxembourg lawyers, tax experts, service providers and fund distributors will point out relevant trends in the field of taxation. Some of the topics that will be discussed include among others Transfer Pricing, BEPS, the application of the Parent-Subsidiary-Directive, all of which impact the structuring of PE and VC Funds already.

This workshop gives participants the chance to engage with experts from Luxembourg and Switzerland on the changing parameters in the field of fund structuring and distribution.

Speakers


 

LPEA Roadshow Sponsors


 

Venue


Meet us at the Au Premier

Zürich HB
Bahnhofpl. 15
8001 Zürich


Luxembourg Breakfast in London (19 Oct. 2016)

Luxembourg Breakfast in London (19 October 2016)

Luxembourg, a fast-growing Alternatives’ Fund Center

Luxembourg, a fast growing Alternative Fund Center

How PE Fund Managers are adapting to a changing market

The Luxembourg Private Equity and Venture Capital Association (LPEA) returns to London this October for an update on Luxembourg’s key features available to UK fund managers.

With Brexit in the agenda and significant uncertainty in the sector, the session will showcase Luxembourg as an important partner for the distribution of funds across Europe,  as it has been for many years.

This will also be the occasion to go through the characteristics and infrastructure available in Luxembourg and which make it a country with much more than meet the eye.

We invite you to register in the event below and to stay tuned on further details of the agenda.


Pictures



Luxembourg is well known for its solid financial centre which success is founded on the social and political stability of the Grand Duchy and on a modern legal and regulatory framework that is continuously updated.

Over the years, specific regulatory frameworks have been created for alternative investment funds and venture capital investment funds which, combined with Luxembourg’s openness to the world, has attracted many private equity firms and specialist service providers from all over the world.

LPEA, as the trade association for Private Equity and Venture Capital Players in Luxembourg, is hosting this roadshow to present the country and the conditions which have already attracted some of the major international PE firms to set office in Luxembourg. We expect you to learn first-hand testimonials from some of our players as well as from the service providers who, together with the investors, build a strong and reliable ecosystem.


Speakers


 

Schedule


  • 8.00 AM

    Registration & Breakfast

  • 8.15 AM

    Opening remarks by Olivier Coekelbergs, Partner, PE Leader, EY Luxembourg

  • 8.25 AM

    A UK view of how Brexit will impact the PE industry by Eamon Devlin, Managing Partner, MJ Hudson

  • 8.45 AM

    The Luxembourg solution for UK based GPs
    Regulatory and legal aspects by Gilles Dusemon, Partner, PE&RE, Arendt & Medernach
    Tax aspects by Vincent Lebrun, Tax Partner, PE Leader, PwC Luxembourg

  • 9.20 AM

    Real experience of setting up a Luxembourg platform
    Moderator: Nick Tabone, Partner, PERE & Soparfi, Deloitte Luxembourg
    Panelists:
    Chris Connelly, Senior Managing Director, Head of Operations and IT, ICG
    Jerome Wittamer, Founding Partner, Expon Capital

  • 9.50 AM

    Closing remarks by Olivier Coekelbergs, Partner, PE Leader, EY Luxembourg

  • 9.55 AM

    Networking Coffee


Sponsors


 

Meet us at the Carlton Club

69 St James’s St
London SW1A 1PJ


Breakfast Conference on BEPS (June 8th 2016)

Breakfast Conference on BEPS (June 8th 2016)

LPEA Tax Committee

Venue:
Société Générale Securities Services
Espace du Forum    Niveau -1
21, Rue d’Epernay
L-1490 Luxembourg

Moderated by Julien Bieber, Partner, KPMG

8:30   Registration and breakfast

9.00   Welcome by Jean-Pierre Gomez, Head of Regulatory and Public Affairs, Société Générale Securities Services

Introduction to BEPS and its implementation by the EU and certain member states
            Flora Castellani, Tax Director, KPMG

9:30   Consequences on typical PE investment structures
Frank van Kuijk, Tax Adviser, Loyens & Loeff
David Roach, Tax Technical Expert, PwC

10:00  Closing

Save the date and reserve your seat by registering below.

The Organization for Economic Co-operation and Development (OECD) has now almost completed its Action Plan against Base Erosion and Profit Shifting (BEPS). The European Commission (EC) is pressing strongly for all its recommendations and even additional measures to be implemented across Europe through a proposal for an Anti-Tax Avoidance Directive.

The question is not whether this tax climate change will impact Private Equity, but when and to what extent: what about interest deduction rules, substance requirements, hybrid financial instruments and country-by-country reports?

Join us for a networking breakfast during which tax experts will explain the current status of the implementation of BEPS and how to adapt quickly to the new tax environment.



Société Générale Securities Services

Espace du Forum Niveau -1
21, Rue d’Epernay
L-1490 Luxembourg


Luxembourg PE-VC Breakfast Conference in New York (25 May 2016)

Luxembourg PE-VC Breakfast Conference in New York (25 May 2016)

Presentation of Luxembourg’s global hub for Private Equity

LPEA returned to New York for a presentation featuring the existing structures and competitive advantages of Luxembourg for US Private Equity and Venture Capital funds willing to create and manage funds in Europe.

Key features:

      • Overall PE landscape in Luxembourg
      • The Luxembourg tool box: legal and tax frameworks update and trends.
      • AIFMD & Distribution in Europe
      • Third-party AIFMs
      • The new Reserved Alternative Investment Fund
      • Special Limited Partnership
      • Impact of BEPS
      • Interview with guest GP

Reserve your seat by registering below.


Schedule


  • 8.00 AM

    Registration & welcome coffee

  • 8.30 AM

    Welcome and introduction

        • H.R.H Prince Guillaume, Hereditary Grand-Duke of Luxemburg
        • H.E. Étienne Schneider, Minister of the Economy of G.D. Luxembourg
  • 8.45 AM

    Introduction & Private Equity state of the market in Luxembourg

        • Jerome Wittamer, President of the Luxembourg Private Equity & Venture Capital Association
  • 9.00 AM

    The Luxembourg toolbox. Overview of Luxembourg’s legal and fiscal frameworks’ features and latest trends

    Moderated by Maarten Verjans, Partner PwC Luxembourg

    Key subject: AIFMD & DistributionThird-party AIFMsReserved Alternative Investment Funds (RAIF)Special Limited Partnership and Base Erosion Profit Shifting (BEPS) and Corporate Company Law in Luxembourg.

    Guest speakers:

      • Gilles Dusemon, Arendt & Medernach
      • Nigel Williams, Royalton Partners
      • Nicolas Fermaud, Allen & Overy
      • Frederic Selleslagh, KPMG Luxembourg
      • Dany Teillant, Deloitte Luxembourg
  • 9.50 AM

    Interview with New York based asset managers.

    Moderated by Pierre Weimerskirch, Luxembourg Investment Solutions

          • Stephen C. Hindmarch, Managing Director, GrayCliff Partners
          • Gavin Burke, SwanCap
  • 10:30 AM

    Closing


Roadshow Sponsors


 

Recommended reading



About LPEA


Luxembourg is well known for its solid financial centre which success is founded on the social and political stability of the Grand Duchy and on a modern legal and regulatory framework that is continuously updated.

Over the years, specific regulatory frameworks have been created for alternative investment funds and venture capital investment funds which, combined with Luxembourg’s openness to the world, has attracted many private equity firms and specialist service providers from all over the world.

LPEA, as the trade association for Private Equity and Venture Capital Players in Luxembourg, is hosting this roadshow to present the country and the conditions which have already attracted some of the major international PE firms to set office in Luxembourg. We expect you to learn first-hand testimonials from some of our players as well as from the service providers who, together with the investors, build a strong and reliable ecosystem.


Venue

New York Athletic Club
180 Central Park South
New York, NY 10019