Benjamin Gauthier, PwC

Benjamin Gauthier Benjamin is Partner in the FS consulting team of PwC Luxembourg. His main areas of expertise are:
  • Private Equity: Governance, substance, Risk Management and operations;
  • Risk Management and governance for the Asset Management (AM) industry;
  • Regulatory/Transparency reporting: AIFMD reporting, PRIIPS/KID, UCITS KIID.
He is Board member of the ALRiM, an active member of the ALFI/AIFMD sub-group focusing on Risk Management, AIFMD reporting and PRIIPS.

Agenda

09.40 - 10.15

Innovation in the same kind? What’s really happening in the Private Equity space

After an introduction of the current state of the PE industry in Luxembourg, panellists representing a blend of PE Managers, showcase their solutions to seizing market opportunities, PE type strategies, through innovative structuring of their respective fund structures.


10.45 - 11.30

Getting fund governance right – the Manager & Investor Perspective

The influence of investors in the private equity industry is growing significantly and has never been as strong as it is today. Using the main insights of a research as a backdrop, panellists provide a (post-AIFMD) reality check on the fundamentals of fund governance and operational due diligence, and discuss their views on the current and future state of fund governance in Europe.


11.30 - 12.10

The art of fund raising in Private Equity - what matters most to the front line of PE capital raising

Key players on the front lines of the PE fund raising ecosystem discuss what matters most to them in the fund raising life cycle:

  • The laws of attraction and retention from the perspective of the PE fund manager
  • Connecting qualified investors with PE fund managers and secondary market participants
  • Let’s talk cash – moving from traditional to real assets

An engaged conversation between fund raisers


14.00 - 15.00

From Private Wealth to Private Equity: Navigation support in an ocean of constraints and uncertainties

After the 2008 Financial Crisis, many wealthy families have lost their trust in traditional investments and private banking. This loss of trust, combined with market volatility and low-interest rates, have resulted in a decreased interest in traditional investments such as commodities, bonds and equities and many wealthy families have been seeking out for alternative investments such as Private Equity Funds to achieve higher returns with controlled volatility.

A blend of Private Client Solutions players, share their insight on the reach to “entrepreneurial investors’ for the creation of robust wealth and alternative investments structures such as Private Equity, to support their financial goals.


14.00 - 15.00

Investing in Private Equity as an asset class – a unique Insurance and pension perspective

  • Building products for insurance and pension schemes
  • Legal engineering: the PE/VC tool box, tax, etc.

15.15 - 16.15

Operational Efficiency – a constant adaptation to the drivers of change and evolving PE operating platforms

The PE industry has to rapidly adjust to more demanding investor reporting standards, tighter governance, and an increasingly complex regulatory framework and evolving operational requirements for standardisation and automation in PE operating models.

Dealing with these challenges effectively requires close cooperation between the GPs and their key business partners and stakeholders. It is incumbent on service providers to have the expertise and tools at their disposal to ensure their clients are fully prepared for the future

  • Drivers of change in the PE industry and the impacts to operational efficiency: regulations (AIFMD), industry trends and innovation requirements (Blockchain, )
  • The PE investment process and controls post AIFMD
  • Operating models and their efficiency levels
  • Opportunities for standardisation, automation and digitalisation in private dealings

A live deep dive and interactive discussion with the operational side of the PE industry


15.15 - 16.15

PE Governance in a changing environment - AIFMD, BEPS, CSSF visits, Risk Management, and more…

A blend of 3rd party AIFM’s discuss the current state of PE governance’ regulatory impacts in their respective PE world