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Fundraising & Investor Relations Image

Fundraising & Investor Relations

Live online classroom
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Overview Practical information

What is it?

This 2-day training will look into the essential aspects of the relationship 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.

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.

Who should attend?

Investor relations managers, CFO and Investment managers in charge of this role.

Practical information

This training course will be held online.



The course will start with an introductory session on Monday, 30 May at 16:00 CET and will be over by 16:00 on Wednesday, 1 June 2022.

Programme topics

Introduction to fundraising and fund marketing

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

The fundraising process

  • Elevator pitch
  • Documentation
  • Presentations
  • PPM & LPA
  • Due diligence pack

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.)

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

Fundraising regulation

  • Introduction to legal considerations
  • Securities marketing laws – US, Middle East, Asia, Switzerland, an overview of the EEA
  • Marketing in Europe – various models in detail
  • Case studies

Putting it all together – a case study


To view the speaker profiles, please click here.


This course will take place online.


Fees, method of payment and cancellation

Course Fee (excluding accommodation)

Invest Europe Members: €1,230

Non-members: €1,750

The above prices also include all material relating to this course.


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 30 April 2022 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 30 April 2022. 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 30 April 2022 should mention a credit card number for the payment of course fees.


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