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Three consecutive, separately bookable days
30 April -  2 May 2013

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Regulation & Compliance
Sue Woodman General Counsel EQUISTONE PARTNERS EUROPE
Fiona Bisset Manager, Alternative Investment Team, Asset Management Department FINANCIAL SERVICES AUTHORITY
Tim Lewis Partner, Financial Services & Markets TRAVERS SMITH
Simon Witney Partner SJ BERWIN
Accounting & Reporting
Ashley Coups Partner, Private Equity Assurance Leader ERNST & YOUNG
Axelle Ferey Director, AIFMD Specialist ERNST & YOUNG
Adrian Nicholls Partner, UK Valuations Leader ERNST & YOUNG
Tax Planning & Operations
James Markham Partner - Portfolio Management GRAPHITE CAPITAL
Fiona Cooper Senior Tax Manager APAX
Damien Crossley Partner MACFARLANES
Martin Roberts Team Leader, Clearance & Counteraction HM REVENUE & CUSTOMS
Testimonials
"Informative, interesting, concise and relevant update of a diverse range of tax, accounting and operational topics."
Ana Bela Viera
BARCLAYS PRIVATE EQUITY
"An extremely helpful and highly focused seminar aimed specifically at the PE community."
Nick Tassell
BLACKSTONE GROUP
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Calendar
Calendar Reminder
30+ speakers

Three separately bookable events on consecutive days!
Regulations & Compliance - 30 April

Accounting & Reporting - 1 May
Tax Planning & Operations  - 2 May

Regulation & Compliance

• Financial Services Authority
• 4 Specialists from PE Firms
• 7 Partners from leading PE Advisory Firms

Accounting & Reporting

• Led by Ernst & Young's senior advisors
Featuring practical case studies
Covering vital accounting changes

Tax Planning & Operations

• HM Revenue & Customs
4 specialists from private equity firms
10 Partners from top advisory firms

This is your annual opportunity to gain advice from Private Equity's leading experts gathered at one unique Forum

Private Equity Regulation & Compliance - Conference - 30 April 2013


  • FSA’s
    expectations and feedback
  • Key AIFMD developments and practical implications
  • Position of fund marketing under the AIFMD
  • Smaller firms and AIFMD and European Venture Capital Regulation
  • Regulator’s focus on conflict of interest
  • Practical impact of regulatory change
  • FATCA impact and the IGA
  • Management of legal / regulatory operational risks
  • Depository’s perspective and response
  • Meeting remuneration obligations and impacts
  • Regulation affecting investors’ ability to invest
  • Arrow visits and supervision under the new regime

    Find out what other topics will be covered at Private Equity Regulation & Compliance Forum in the latest agenda

Private Equity Tax Planning & Operations - Conference - 2 May 2013

  • Tax Efficiency in international deal structuring
  • Clarifying FATCA developments and implications
  • Transfer pricing and thin capitalisation
  • Optimising fund vehicles and position of investors
  • Tax issues surrounding secondary transactions
  • Practical perspectives from the coal face
  • General Anti-General Abuse Rule (GAAR) impact
  • Comparison of key holding company jurisdictions
  • Tax issues on restructuring and refinancing
  • VAT for houses, transactions and portfolio companies
  • Fund tax reporting in the UK and internationally
  • Fund executives and management team taxation

    For more information please view the latest Private Equity Tax Planning & Operations agenda

Private Equity Accounting & Reporting - Workshop - 1 May 2013

  • Investment entities amendment to IFRS 10 Consolidated Financial Statements
  • Valuation
  • Qualifying Limited Partnerships
  • Alternative Investment Fund Management Directive (AIFMD)
  • Global Investment Reporting Standards (GIPS)
  • Control Reporting
  • US GAAP reporting
     

View the full Private Equity Accounting & Reporting workshop agenda here

Download Latest Information Now

(updated 16 May 2013)

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