This certificated, three-day training focuses on regulation affecting private equity including the Alternative Investment Fund Managers Directive and standards in areas such as fundraising, fund marketing, governance and financial crime.
Grounded in Invest Europe Handbook of Professional Standards and designed by Invest Europe Professional Standards and Tax, Legal & Regulatory Committees, the course is led by industry experts. The course will help both European and non-European fund managers gain a clear understanding of the EU and international regulatory frameworks in which they operate.
To view an outline of the course content, please click here
After the 2008 financial crisis, European policymakers committed to ensuring that no sector or product was out of the scope of financial market regulation. The whole private equity industry - GPs and funds, LPs and investments, was and continues to be affected by the resulting legislation. It is crucial that fund managers are well-informed about what this means for them, their firms and their investors.
As the industry's representative in Brussels, Invest Europe is at the forefront of the debate over new and existing EU regulation and is ideally placed to provide this indispensable training.
The course covers:
Private equity practitioners with both operational knowledge and an understanding of the investment process, who want to expand their knowledge of changing European laws and regulations. Non-EU managers seeking to market into Europe will benefit from the regulatory training, especially looking into passporting.
The course will attract a diverse group of participants including Partners, CFOs, COOs, Compliance Officers, Investor Relations/Fundraising teams, Risk Managers, Portfolio Managers, and General Counsel.
WEDNESDAY 1 APRIL
8.30 – 9.00 Registrations & welcome coffee
9.00 - 10.00 Introduction
10.00 – 11.00 Fundraising: Regulatory Environment
11.00 - 11.30 Break
11:30 - 13:00 Fundraising: Marketing a Fund
13.00 – 14.00 Lunch
14.00 – 16.00 Operating a Fund: Important Directives
16.00-16.30 Coffee break
16.30-18:00 Operating a Fund: Portfolio Companies 1
18.30 - 19.00 Welcome Reception at Invest Europe Offices (Bastion Tower, Place du Champ de Mars 5, 1050, Brussels)
19.00 - 22.00 Dinner
THURSDAY 2 APRIL
09.00 – 11.00 Operating a fund: Portfolio Companies 2
11.00 – 11.30 Coffee break
11.30 – 13.00 Corporate / Organisational Issues 1
13.00 – 13.50 Lunch
13.50 – 15.30 Corporate / Organisational Issues 2
15.30 – 15.50 Coffee break
15.50 – 18.00 Corporate / Organisational Issues 3
FRIDAY 3 APRIL
9.00 – 11.00 Responsible Investing 1
11.00 – 11.30 Coffee break
11.30 – 13.00 Responsible Investing 2
13.00 – 14.00 Lunch
To view the speaker profiles, please click here
Course Fee (excluding accommodation):
Invest Europe Members: €2,210
21% VAT will be added
The above prices also include all material relating to the training 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 1 March 2020 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 1 March 2020. 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 the training, 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 1 March 2020 should mention a credit card number for the payment of course fees.
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