Utz Schüller, LRI Invest S.A.

Utz Schüller Utz Schüller is Managing Director of LRI Invest S.A. and responsible for Risk Management, Valuation, Reporting, Fund Services Financial Assets and Real Assets, Human Resources, Internal Audit, Finance, Controlling and Tax as well as the securitisation platform LRI Invest Securitisation S.A. He has nearly 20 years of experience in the asset management and banking industry including in-depth knowledge in regards to UCITS and Alternative Investment Funds including real estate and private equity, securitisation solutions, regulatory environment and finance. He previously worked at PwC, at Bayerische Landesbank in Paris and at KPMG.  

Agenda

20 November - Day 1
09.40-10.20

Continuity and stability in a changing environment

Working with moving parts: tax (notably BEPS) regulation, technology, geopolitics etc.
What are the solutions for “business as usual”?
10.50-11.30

PE Structuring trends: the how and why

Structuring funds in an international context, making the best of the Luxembourg toolbox, accommodating demands from international investors: How is it done well?
Parallel structures, master-feeder structures: Why are they used?
11.30-12.00

Brexit: where to from here?
13.35-14.25

Drivers of change for private equity funds' operating models

ALFI PE Survey: Key insights from the PE fund industry perspective in Luxembourg
Operating models are changing under the influence of regulation, cost, automation and digitalisation. How can these models be optimised to deliver on strategy? What is at stake?
14.25-15.15

Parallel Workshop I: The FUTURE of PE in cooperation with
14.25-15.15

Parallel Workshop II: Tax (BEPS, ATAD)

The ever changing tax landscape – How upcoming changes including BEPS and ATAD will impact PE and other alternative investment fund structures
15.45-16.25

Sustainable PE: a value-driven approach in building and managing portfolio companies

Sustainable growth companies increasingly catch investors’ interest through their combination of financial performance and positive impact generation. PE managers incorporate ESG aspects into their investment analysis, decision-making and monitoring.  The impact of sustainability aspects on every phase of the PE deal.
16.25-16.55

Practical insights on how to build an effective RM Function

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