Birgit Goldak, PwC

Birgit Goldak

Birgit is a PwC Partner for Risk Assurance and AML Services  who is focused on Asset and Wealth Management (AWM) and Real Estate and Private Equity (Alternatives)  with more than 20 years of international work experience. As PwC she lead the AML Services for AWM and Alternatives. She also leads  PwC Trust and Transparency Solutions (governance and internal controls reporting).
Birgit's key focus is to turn AML/CTF regulatory discussions into pragmatic advice and provide insights into solutions that add value to business to support players to protect their reputation mitigate their internal AML risks.

Agenda

Day 2 - Wednesday 27 November 2019
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?
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