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For availability and other enquiries please contact events@bvca.co.uk


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Event Date

27 November 2018

Additional Info

Event Location

, The IET: Savoy Place, 2 Savoy Place, London, WC2R 0BL View on map

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Tax, Legal and Regulatory Conference



Overview

The only private equity and venture capital event completely devised and delivered by industry practitioners, the Tax, Legal & Regulatory Conference delivers a detailed overview of the most important technical developments shaping the market today. Now in its ninth year, this one-day conference addresses the practical impact of regulatory and taxation changes, whilst providing excellent networking opportunities.


Agenda

8:30 Registration

9:00 Welcome and BVCA overview
Gurpreet Manku, Deputy Director General & Director of Policy, BVCA

9:05 Politics and Brexit
Tim Hames, Director General, BVCA, will cover the politics of Brexit, the expected timetable and future relationship with the EU. 
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Tim Hames, Director General, BVCA

Fundraising, the impact of Brexit, fund structuring and reporting

9:20 Introduction to the session, where we are now in terms of Brexit legislation and rule changes affecting funds (statutory instruments, FCA handbook), regulatory cooperation agreements, ongoing dialogue with the FCA and future considerations including "UK AIFMD" and the definition of pre-marketing in the EU Omnibus Regulation on the cross-border marketing of funds.
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Tim Lewis, Partner (Financial Services & Markets) and Chair BVCA Regulatory Committee, Travers Smith

9:35 Fundraising practical considerations. This session will cover current fundraising matters, including setting up Lux and Irish structures (for Brexit or other reasons), and marketing under NPPRs. We will also cover investor due diligence queries and operational matters.
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Tim Lewis, Partner (Financial Services & Markets), Travers Smith
Rachel Thompson, Assistant General Counsel & Head of Regulation, Bridgepoint
Simon Powell, Director (Compliance & Risk Management), Advent International
John Morgan, Director (Group Compliance), Pantheon
Lindsay Hamilton, Compliance Manager, Livingbridge

10:10 Key Information Documents and the review of PRIIPs
Stephanie Biggs, Partner (Financial Services & Markets), Travers Smith

10:15 Institutional investor disclosure - outcomes following the FCA asset management market study
Jeff Houston, Head of Pensions, Local Government Association

10:30 Patient Capital Review outcomes, facilitating DC pension funds investment and the latest on UK limited partnership funds reform
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Gurpreet Manku, Deputy Director General & Director of Policy, BVCA
John Morgan, Director (Group Compliance), Pantheon
Ed Hall, Partner, Goodwin

10:45 Break

11:10 US update: tax reform and secondaries
Matthew Saronson, Partner, Debevoise & Plimpton
Jill Hardie, Tax Manager, SL Capital

Private equity & venture capital firm/manager level matters

11:40 UK tax developments including carried interest, profit fragmentation, GP losses and outstanding GPLP loans, Budget 2018 and entrepreneurs relief.
Mark Baldwin, Partner, Macfarlanes and Chair BVCA Tax Committee
Abigayil Chandra, Director (Tax Practice), Deloitte 
Stephen Pevsner, Partner, Proskauer
Tony Stewart, Partner (Tax), Clifford Chance

12:10 Senior Managers & Certification Regime - implementation status and factors to consider
Paul Ellison, Partner, Macfarlanes

12:25 Regulatory roundup: EBA guidelines on the definitions of private equity and venture capital, the EU Investment Firms Review, FCA's post implementation review of MiFID, sanctions update and the FCA climate change and green finance proposals
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Matthew Cottrell, CCO, The Carlyle Group
James Smethurst, Partner (Corporate and M&A), Freshfields 
Mark Howard, Director (Legal), KKR
Ed Kingsbury, Associate, Dechert

12:45 Lunch

Investing into, managing and existing portfolio companies

13:45 EU mandatory disclosure rules
Clare Copeland, Principle (Tax), The Carlyle Group
Tim Hughes, Director, PwC

14:10 Substance: Why do I need substance (or do I need a purpose?) and how do I establish it? Covering BEPS Action Point 6 on Treaty Abuse and recent increased requirements in Luxembourg and Channel Islands
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Mark Baldwin, Partner, Macfarlanes
Jenny Wheater, Tax Lawyer, Linklaters
Clare Copeland, Principle (Tax), The Carlyle Group
Alexandra Hone, Director, International Funds Tax (ICG)
Tony Mancini, Tax Partner, KPMG

14:40 Impact of UK's introduction of non-resident CGT on fund and deal structures
Mark Baldwin, Partner, Macfarlanes
Alexander Cox, Partner (Tax Department), Ashurst
Alexandra Hone, Director, International Funds Tax (ICG)

15:00 Hybrids: Best practice for GPs and portfolio companies
Russell Warren, Partner, Travers Smith

15:15 Break

15:40 Brexit: Considerations for portfolio companies and investment strategy, including impact on employees, trading, sector-specific regulation, IP and data processing
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Amy Mahon, Partner and Chair Legal & Accounting Committee, Clifford Chance
Babett Carrier, Head of Legal & Compliance, Cinven
Elizabeth Judd, General Counsel, STAR Capital

16:10 National security & infrastructure investment review - an introduction to the reforms followed by a discussion on the impact for firms
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Amy Mahon, Partner (Clifford Chance)
Chris Bulger, General Counsel, (Vitruvian)
Ian Hamilton, Senior Consultant, (Weil)

16:30 UK reforms - just red tape or personal liability?: Corporate governance, insolvency, pensions, energy reporting
Victoria Sigeti, Partner, Freshfields
Garrath Marshall, Audit Partner, Deloitte
Doug Bryden, Head of Operational Risk Group, Travers Smith
Camilla Barry, Partner, Macfarlanes
Julie Bradshaw, General Counsel & Compliance Officer, DH Private Equity

17:10 Valuation - IPEV Guidelines + AICPA guidance
Richard Mcguire, Funds Private Equity Leader, PwC
Neil Harding, Director (Fund Management), 3i
Jonathan Martin, Partner, KPMG
Karen Sands, Finance Director, Hermes GPE

17:30 Closing remarks by Tim Hames, Director General, BVCA

17:35 Conference ends


Timings

08:30 - 17:30


Dress Code

Business attire


Location

The IET London: Savoy Place
2 Savoy Place
London
WC2R 0BL

Find on map >


Price

Exclusive to BVCA Members
£835.00 + VAT per person


For availability and other enquiries please contact events@bvca.co.uk

View Terms & Conditions



Sponsored by









"Excellent substance, delivered in an engaging manner – the most I have learned at a conference in many years.”

Christine Chen, Cinven



Privacy Information

Following the introduction of GDPR the BVCA will continue to share attendance lists with sponsors and other attendees (names, job titles and company names only) with the exception of events of a sensitive nature.

Please contact events@bvca.co.uk if you would NOT be happy for us to share this personal information with other attendees. Our full Private Policy & Accessibility Statement can be viewed here.

Further information

FOR FURTHER INFORMATION PLEASE CONTACT THE BVCA

 +44 (0)20 7492 0400

 events@bvca.co.uk