Invest Europe
Fundraising & Investor Relations
Specialised courses
Live online classroom
•
20-22 May 2026
A discussion of investor relations and fundraising best practice, including an update on fundraising regulation.
FLYER
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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.
Venue
Programme
Speakers
Fees, method of payment and cancellation
Language
This training course will be held online.
Wednesday, 20 May
16:00 - 16:30 (CET) Introduction of the speaker and participants
16:30 - 17:30 (CET) Introduction to fundraising and fund marketing (1)
How does an LP think?
Sources of funding – the LP universe
Thursday, 21 May
09:00 - 09:50 (CET) Introduction to fundraising and fund marketing (2)
Fund marketing strategy and the use of placement agents
Documentation and due diligence
Fund marketing and investor relations
Legal aspects and the effects of regulation on the marketing strategy
09:50 - 10:05 (CET) BREAK
10:05 - 10:55 (CET) 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
10:55 - 11:10 (CET) ONLINE COFFEE BREAK
11:10 - 12:00 (CET) The fundraising process
Documentation
Presentations
PPM & LPA
Due diligence pack
12:00 - 12:30 (CET) Elevator pitch practice
12:30 - 14:00 (CET) LUNCH BREAK
14:00 - 15:00 CET 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 - 15:10 (CET) BREAK
15:10 - 16:00 (CET) How does the EIF invest?
Asset allocation & investment strategies
Financing emerging funds and managers: what do we look for?
Sponsors, cornerstone, and other key investors: pros, cons, and advice.
Managing behavioural factors (home bias, industry bias, etc.)
Tips and advice for fundraising
Friday, 22 May
09:00 - 09:50 (CET) Fundraising regulation - Introduction to legal considerations
09:50 - 10:00 (CET) BREAK
10:00 - 10:50 (CET) Fundraising regulation - Securities marketing laws – US, Middle East, Asia, Switzerland, overview of the EEA
10:50 - 11:00 (CET) BREAK
11:00 - 12:00 (CET) Fundraising regulation - Marketing in Europe – various models in detail and case studies
12:00 - 14:00 (CET) LUNCH BREAK
14:00 - 16:00 (CET) Putting it all together – a case study
To view the speaker profiles, please click here.
Course Fee
Invest Europe Members: €1,230
Non-members: €1,750
*21% VAT will be added to Belgium-based participants.
The above prices also include all material relating to this course.
Payment
Participants are requested to pay by bank transfer or credit card. Registrations sent after 20 April 2026 should be paid by credit card.
To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders. Confirmation of registration and practical information will be sent after the registration is processed.
Cancellation
Cancellations can only be accepted if received by 20 April 2026. 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.
