Invest Europe Training
Fundraising & Investor Relations
6 - 7 June 2019
What is it?
This 2-day training will look into the essential aspects of the relation between GPs and LPs. Each step of the cycle is tackled in a dedicated session where the different parties involved (GP, LP, Placement agent…) are challenging each other.
The detailed course programme is available here.
To view the speaker profiles, just follow the link.
In order to enhance interactions we will only accept a limited number of participants.
Why should you attend?
This training focuses on best practices and operational aspects, it aims to provide the answers to very practical questions and issues as well as improve your day-to-day operations.
The limited group size allows participants to raise questions and discuss issues with peers and specialists It also provide a unique networking opportunity with peers from all over Europe.
Who should attend?
Investor relations managers, CFO and Investment managers in charge of this role.
To be confirmed.
THURSDAY 6 JUNE
8:30 - 9:00 Registrations
9:00 – 10:50 Introduction to fundraising and fund marketing
10:50 - 11:10 Coffee break
11:10 – 12:30 Preparing the field and setting the goal
- Target size, hard cap
- Strategy definition, peer group
- Performance & risk
- Pre-marketing, active communication
- Closing strategy (first, subsequent, “goodies”), timing
- Choosing partners
- Branding strategy
12:30 - 13:30 Lunch
13.30 – 15.00 The fund raising process
- Elevator pitch
- PPM & LPA
- Due diligence pack
15:00 - 15:15 Coffee break
15.15 – 16.15 How do institutional LPs invest?
- Target allocation, top down and bottom up approaches, targets
- Institutional investor mind-set: constraints, requirements and process (timeline, internal process, committees, etc.)
15:00 - 15:20 Coffee break
16.30 – 17.30 How do unconstrained LPs invest?
- What is an FO, types of FOs
- Asset allocation & investment strategies
- Dealing with composite asset allocations
- Managing behavioural factors (home bias, industry bias, etc.)
- Handling liquidity requirements
18.15 – 19.00 Welcome reception at the Invest Europe offices (Bastion Tower, Place du Champ de Mars 5, 1050 Brussels)
19.15 - 21.30 Networking Dinner
FRIDAY 7 JUNE
9.00 – 10.30 Putting it all together – a case study
10.30 – 11.00 Coffee break
11.00 – 12.30 Fundraising regulation
- Introduction to legal considerations
- Securities marketing laws – US, Middle East, Asia, Switzerland, overview of the EEA
12.30 –13.30 Lunch
13:30 - 15.00 Fundraising regulation
- Marketing in Europe – various models in detail
- Case studies
15:00 - 15.30 Closing session – reflecting on goals achieved during the session
Accommodation information will be available shortly.
Fees, method of payment and cancellation
Course Fee (excluding accommodation)
Invest Europe Members: €1,600
21% VAT will be added.
The above prices also include all material relating to this 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, banker's draft, bank transfer or credit card in EURO as shown on the Application Form. Applications sent after 06/05/2019 should be paid by credit card.
Bank transfers: should be made net of bank charges and commission to the following bank: ING Avenue Marnix 24, 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 06/05/2019. 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 Fundraising and Investor Relations Master Class, the candidate should submit the application 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 06/05/2019 should mention a credit card number for the payment of course fees.