Anne-Julie Bellaize heads the tax team of Tristan Capital Partners
(TCP) in Luxembourg. She is responsible for the tax structuring, ongoing tax
compliance and reporting as well as all other tax-related work within TCP
pan-European fund structures, covering investments in 18 jurisdictions. TCP is
an independent London-headquartered real estate investment management boutique
(with AUM over EUR 10bn).
Anne-Julie is a French qualified lawyer. Prior to joining Tristan Capital Partners in April 2018, she worked within the tax practice of Arendt & Medernach for over 10 years - including 2 years in the NYC representative office – and, before that, within the tax department of PwC for 3 years.
|09.35 - 10.20||
Luxembourg as a PE hub: why the trend is accelerating
The PE fund business relies on administration and operations teams that can react fast. As strong growth figures testify, Luxembourg’s reputation as a reliable hub from which to serve the European alternative fund market has gone global. Many local expert practitioners and service providers work together seamlessly to ensure the best outcome for deals in any market. Panellists discuss what is needed to continue and even grow the trend.
|10.50 - 11.35||
Embrace technology, maximise efficiency
Cloud-based solutions, machine learning, blockchain, etc. – how necessary, difficult, beneficial is it really to embark upon the technology (r)evolution?
|11.35 - 11.55||
Secondaries: the wind of change?
Interview: Shift from a niche market to a functional and active market place with sophisticated players.
|14.10 - 14.50||
Private debt – opportunities and challenges
Negative yields force investors to plunge into riskier debt. Technologies are shaking the traditional way of doing business. What is the investment climate for private debt in the key European markets? How will the industry face the next downturn when it finally arrives? EU regulations are still to be tested in a downturn.
|14.50 - 15.25||
Tax aspects of PE – a lifelong learning experience
ATAD, BEPS Action point 6 (substance) and DAC Mandatory Disclosure Rules- how to deal with the new EU rules in practice. What are the impacts on PE fund structuring?
|16.15 - 16.55||
PE for the greater Good
Private equity investors aim at creating thriving businesses. They are no strangers to long-term strategies, which makes ESG aspects and active ownership crucial elements of their investments decisions. What about the financial rewards? Are PE and ESG really a match made in heaven?