PRIVATE EQUITY TAX UPDATE
PE REGULATORY & COMPLIANCE UPDATE
PE ACCOUNTING, REPORTING & PERFORMANCE MEASUREMENT UPDATE
  • Carried Interest - America sneezes, Europe catches a cold - the Romney effect
  • UK Budget changes – impact on private equity
  • FATCA – where it bites, and how to deal with it
  • AIFMD – offshore or onshore and the inter-governmental partner arrangements
  • An overview on international fund structuring for investors and managers
  • Management team issues
  • Personal tax and wealth-protection strategies for private Equity Executives
  • VAT challenges for PE funds 
  • iXBRL – how it impacts PE and challenges and lessons learnt so far 
  • AIFMD Level 2 implementation measures – the devil is in the detail - practical challenges and how to overcome them
  • U.S. regulatory update:  Life after the initial filing - Dodd Frank and the Investment Advisers Act, Volcker Rule and other highlights
  • U.K. regulatory update: The new regulatory approach and landscape – PRA/FCA, ICB reports, AIFMD, MiFID II, Solvency II and other UK and EU regulatory initiatives and their impact on PE funds  
  • Qualifying Partnerships – will the change finally happen and is there a way around it – suggested new structures?
  • Shifting terms & conditions in private equity funds – how is the game changing
  • Accounting update on all major GAAPs (IFRS, UK GAAP, US GAAP)
  • Best practice investor reporting in a Post-Madoff Era – ILPA impact and implementation
  • New trends in performance measurement – five key metrics to showcase risk, return and strategy, some other new risk adjusted performance metrics and the PE Fitness Ranking
  • IPEV IRG (Investor Reporting Guidelines)
  • GIPS (Global Investment Performance Standards)
  • Walker Guidelines Update
  • ESG (Environmental, Social & Governance) investing & reporting - implementing sustainable and responsible investment strategies during the economic crisis
  • CRC (Carbon Reduction Commitment) – what are the lessons to learn?

Each session can be booked separately.
Each session is followed by a workshop with case studies, worked examples and discussions.

Keynote Speakers

Mariya Stefanova

Mariya Stefanova

Private Equity Accounting Insights

Angela Crawford-Ingle

Angela Crawford-Ingle

Partner, Ambre Partners

Geoffrey Kittredge

Geoffrey Kittredge

Partner, Debevoise & Plimpton

Professor Oliver Gottschalg

Professor Oliver Gottschalg

Founder and Head of Research, Peracs Due Diligence Services

Mark Baldwin

Mark Baldwin

Partner, Macfarlanes

James Greig

James Greig

Partner Regulatory Focus, PwC Legal

Gregg Beechey

Gregg Beechey

Partner, SJ Berwine

Paul Megson

Paul Megson

Partner Financial Services Tax, Deloitte

Graham Phillips

Graham Phillips

Assurance Partner, PwC

Vincent Neate

Vincent Neate

Partner, Head of Climate Change & Sustainability, KPMG

Sara Clark

Sara Clark

Director, PwC

Tony Piper

Tony Piper

Founder & Director, 4vco

Olivia O’Sullivan

Olivia O’Sullivan

Senior Manager, Deloitte

Jonathan Martin

Jonathan Martin

Senior Manager, KPMG

Fiona Campbell

Fiona Campbell

Senior Manager, M&A VAT, Deloitte

Mike Dickey

Mike Dickey

Senior Manager, SunGard Investran Professional Services

Seminar Agenda

8:30 a.m.

Registration and Breakfast

9:00 a.m.

Chairman’s Keynote Address

 

9:15 a.m.

Private Equity Tax Update
General Tax Update

An overview on international fund structuring for investors and managers

Personal tax and wealth-protection strategies for private equity executives

FATCA - what is new?

VAT challenges for PE funds

iXBRL – How it impacts PE and challenges and lessons learnt so far

 

11:15 a.m.

Mid-morning Refreshment Break

 

11:30 a.m.

Private Equity Regulatory & Compliance Update
Shifting terms & conditions in private equity funds – how is the game changing

AIFMD – getting more real…

U.S. regulatory update: Review of regulatory developments in the US and their relevance to non-US private equity fund managers

U.K. regulatory update

Qualifying Partnerships – will the change finally happen and is there a way around it – suggested new structures?

 

1:15 p.m.

Networking Lunch

 

2:15 p.m.

Private Equity Accounting Update

3:15 p.m.

Private Equity Performance Measurement

 

4:00 p.m.

Mid-afternoon Refreshment Break

 

4:15 p.m.

Private Equity Reporting Update
Best practice investor reporting in a Post-Madoff Era – ILPA impact and implementation

 

5:00 p.m.

Environmental, Social & Governance (ESG) investing & reporting - implementing sustainable and responsible investment strategies during the economic crisis

CRC (Carbon Reduction Commitment) – what are the challenges?

 

5:30 p.m.

The new IPEV IRG (Investor Reporting Guidelines), GIPS and other reporting developments

 

6:00 p.m.

Close of Day

Conference Agenda