Keith Burman, ManagementPlus

Keith Burman Keith Burman joined ManagementPlus in February 2014, to focus on the growth of the group’s European real estate and private equity fund clients. Formerly with State Street Corporation, Keith was Senior Managing Director in their EMEA private equity and real estate administration business, responsible for Product Management and Client Service Management, as well as head of their Luxembourg Alternative Investment Solutions office. Prior to his tenure at State Street, he spent 8 years building the Brown Brothers Harriman real estate and private equity administration business to a team of over 100 staff and US$50 billion in assets under administration. Keith is a 20-year veteran of the investment industry, who qualified initially as a Chartered Real Estate Valuation and Investment Surveyor while working for Jones Lang Lasalle and Lasalle Investment Management. Now a Fellow of the Royal Institution of Chartered Surveyors, he also brings experience in Real Estate and Private Equity Alternative Fund Structuring, Fund Administration, Anti-MoneyLaundering, and Depositary. Over the years, Keith has also been engaged in Corporate Governance, Real Estate Investment Management, Product and Operational Strategy Development and Research into Real Estate and Alternative Funds topics. He is widely recognized in Luxembourg as a leading expert in Real Estate and Private Equity fund administration and depositary services as well as the rules promulgated under the EU’s AIFM Directive.
09.30 - 10.15

The future of REIFs

Technology, ESG, Brexit, tax, substance… What keeps real estate fund managers awake at night? (part II – following 2018)


10.15 - 10.35

AML – applying regulatory expectation for PE and RE in practice

AML/CTF regulation contains rules that players need to translate into their operational reality. This panel will look at some practical questions of the PE/RE industry, such as applying AML/CTF regulations to the PE/RE assets cycle.


11.20 - 12.05

Structuring a RE fund with the investor's jurisdiction in mind

Wherever you are, a Luxembourg property vehicle will allow you to invest worldwide… but small differences apply. Find out what they are.


14.20-15.00

Different approaches to risk management

There is no one way: in- or outsource risk management? Early involvement and post-deal stress testing: how to organise the process? Which reporting tools to use?


15.30 - 16.10

RE regulation and tax alert

What are the key considerations for RE fund structuring in an ever-changing regulatory and tax environment? Fund distribution is changing and so are the fund types used (open-ended). How does this influence NAV calculations? Is the expectation shifting towards short-term (re)structuring? What effect does ATAD II have?


16.10 - 16.55

Putting capital to work in infrastructure

  • Specific expectations from investors in infrastructure
  • Key structuring challenges of transactions in infrastructure
  • Are retail investors the future for infrastructure funds?
  • Can private funds invest in all types of infrastructure assets?