Invest Europe Training
Foundation in Finance & Administration
26 - 28 October 2016
What is it?
The course aims to enable the participant to understand the challenges and the pitfalls of managing a private equity back office. Invest Europe Professional Standards form a basic part of this course as they are a vital component of aligning business practices and investor relations.
The Foundation in Finance and Administration programme will cover the following topics:
- Accounting for private equity and venture capital
- Fund structures, terms & operations
- International Private Equity and Venture Capital (IPEV) Valuation Guidelines
- Investor Reporting Guidelines
- Invest Europe's Handbook of Professional Standards
- Benchmarking private equity performance
- AIFM Directive Update
Why should you attend?
You will develop a detailed insight into the roles and responsibilities of a private equity fund's back office personnel, best practices in operating a back office, efficient reporting and the use of Invest Europe Professional Standards.
Who should attend?
This course is open to financial officers and fund administrators wishing to improve their knowledge and capabilities within private equity and venture capital.
1000 Brussel, Belgium
Phone:+32 2 506 91 11
WEDNESDAY 26 OCTOBER 2016
09.00 – 10.30 Accounting for Private Equity
10.30 – 10.45 Coffee Break
10.45 – 12.15 Accounting for Private Equity
12.15 – 13.15 Lunch
13.15 – 14.45 Fund structures, terms and operation
14.45– 15.15 Coffee Break
15.15 – 16.45 Fund structures, terms and operation
18.00 - 19.00 Welcome Reception at Invest Europe's offices
19.15 – 22.00 Networking Dinner
THURSDAY 27 OCTOBER 2016
08.45 – 10.15 Valuation Guidelines Introduction
10.15 – 10.45 Coffee Break
10.45 – 12.45 Valuation Guidelines VC & BO Case Study
12.45 – 13.45 Lunch
13.45 – 15.45 Invest Europe Handbook of Professional Standards
15.45 – 16.15 Coffee Break
16.15 – 17.15 AIFM Directive Update
FRIDAY 28 OCTOBER 2016
09.00 – 10.30 Fund Performance: the Investor's Point of View
10.30 – 11.00 Coffee Break
11.00 – 13.00 Reporting from an Investor's Point of View and Investor Reporting Guidelines
13.00 – 14.00 Lunch
Accommodation has been secured at the Stanhope Hotel. The deadline for reservation is 25/09/2016. After this date, accommodation will be subject to availability. To book a room, fill in the following form and send it directly to the hotel.
Every reservation should be guaranteed by a credit card. It is emphasized that reservations without a credit card cannot be guaranteed and may be cancelled by the hotel.
Room Rates (Single): 25 October - 28 October: €200 This rate includes breakfast and VAT and excludes the city tax.
Method of payment and cancellation
Course Fee (excluding accommodation):
Invest Europe Members: €2,085
*21% VAT will be added for courses organised in Belgium
The above prices also include all material relating to the course as well as coffee breaks, lunches and dinners for the duration of the course. Hotel accommodation is not included in the course fee.
Participants are requested to pay by cheque, bankerˆs draft, bank transfer or credit card in EURO as shown on the Application Form. Applications sent after 26/09/2016 should be paid by credit card.
Bank transfers: should be made net of bank charges and commission to the following bank: ING Rue du Trône 14-16 B-1000 Brussels
International bank transfer account number: IBAN BE33 3300 5785 0046 SWIFT/BIC: BBRUBE BB
Domestic bank transfer account number: 330-0578500-46
A copy of the bank transfer should be sent together with the application form. To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders and cheques. Confirmation of registration for fees and practical information will be sent after receipt of the application form and payment. For late registrations (see above), we require payment via a credit card.
Cancellations can only be accepted if received (in writing) by 26/09/2016. Fees (less 20% administrative charges) will then be refunded. After this date, delegates will be liable for the full fee.
In case of cancellation, a substitution between members of the same company is still possible at any time.
The working language of the course will be English.
To register for Invest Europe Foundation in Finance & Administration the candidate should submit the registration form and proof of payment. Invest Europe maintains the right to refuse the registration if it is not accompanied by all the supporting documents.
Due to the high demand for Invest Europe Training courses, priority is given to Invest Europe members. Registrations will be handled on a first-come first-served basis.
Any registration received after 26 September 2016 should mention a credit card number for the payment of course fees.