Giuliano Bidoli, Alternative Investments, KPMG

Giuliano Bidoli Giuliano Bidoli is Tax Partner in the Alternative Investments Department with KPMG. He is a national tax adviser, with over 15 years of work experience, including international taxation, cross-border tax planning and reorganizations.  Giuliano is heading the tax practice of M&A in Luxembourg and has permanent involvement in international tax planning (European holding, headquarters and finance structures, mergers and acquisitions, group restructurings and reorganizations). Giuliano works closely with national and international clients in the Private Equity, Hedge Funds and corporate sectors in designing and executing complex multijurisdictional investments and transactional structures. His practice supports multinational corporate, private equity  and hedge funds clients on tax matters related to merger and acquisitions, debt restructuring. His areas of expertise include Mergers & Acquisitions, Private Equity, Group restructuring, Holding and Finance companies. Giuliano has a degree in Economic and Management Science (Université Catholique de Louvain, Belgium).  Furthermore, Giuliano is member of the Tax Committee of the LPEA (Luxembourg Private Equity Association). Finally, Giuliano is fluent in Italian, English, French, Luxemburgish and German.

Agenda

9.20-10.20

The future value proposition of the asset management industry

Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand….
What are the impacts of major geopolitical and macro-economic trends on our daily business?
Do we have to change our mid-to long term strategies?
Is the role of asset management changing?
This panel will discuss the importance, or not, to adapt to stay fit for purpose


10.50-11.35

Luxembourg – EU Hub for Alternative Investments

Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.)
Fastest growing investment strategies (co-investments paralell investment funds – managed accounts)
AIFM servicing solutions
Impact of ESMA opinions & guidelines
International tax policy impacts


11.35-12.20

Distribution Evolution

Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead?


14.00-15.00

UCITS INNOVATION WORKSHOP

The UCITS vehicle is over 30 years old, and considered “mature”. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers on their solutions to resolving business issues or seizing market opportunities, including the use of hedge-fund type strategies, through innovative structuring of their UCITS or management process.


14.00-15.00

PRIVATE EQUITY WORKSHOP

The workshop will highlight the different tools and types of structures available in Luxembourg through the testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome the views of placement agents to guide the audience through today’s preferences of investors and will conclude with an interactive debate on the future of PE in Luxembourg


15.00-16.00

RESPONSIBLE INVESTING WORKSHOP

COP 23 – Climate financing – the big picture
Recent regulatory and market developments in sustainable finance in Europe
The Roadmap towards a Sustainable Finance Centre in Luxembourg
The opportunities of SDGs in asset management


15.00-16.00

REAL ESTATE WORKSHOP

Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing capital, strategy and operations, administering and reporting


Agenda

9.20-10.20

The future value proposition of the asset management industry

Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand….
What are the impacts of major geopolitical and macro-economic trends on our daily business?
Do we have to change our mid-to long term strategies?
Is the role of asset management changing?
This panel will discuss the importance, or not, to adapt to stay fit for purpose


10.50-11.35

Luxembourg – EU Hub for Alternative Investments

Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.)
Fastest growing investment strategies (co-investments paralell investment funds – managed accounts)
AIFM servicing solutions
Impact of ESMA opinions & guidelines
International tax policy impacts


11.35-12.20

Distribution Evolution

Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead?


14.00-15.00

UCITS INNOVATION WORKSHOP

The UCITS vehicle is over 30 years old, and considered “mature”. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers
on their solutions to resolving business issues or seizing market opportunities, including the use of hedgefund type strategies, through innovative structuring of their UCITS or management process.


14.00-15.00

PRIVATE EQUITY WORKSHOP

The workshop will highlight the different tools and types of structures available in Luxembourg through the
testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome
the views of placement agents to guide the audience through today’s preferences of investors and will
conclude with an interactive debate on the future of PE in Luxembourg


15.00-16.00

RESPONSIBLE INVESTING WORKSHOP

COP 23 – Climate financing – the big picture
Recent regulatory and market developments in sustainable finance in Europe
The Roadmap towards a Sustainable Finance Centre in Luxembourg
The opportunities of SDGs in asset management


15.00-16.00

REAL ESTATE WORKSHOP

Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing
capital, strategy and operations, administering and reporting


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