Objectives

This training session is intended to provide participants with the key concepts of Private Equity and Real Estate fund structuring as well as explanations of the Private Equity and Real Estate fund structuring options supported by practical/concrete examples and case studies. 

The full-day session (session a) and b)) consists of 2 separate sessions of 4 hours’ duration each. It is not mandatory to attend both sessions.

  • Session a: “Luxembourg Toolbox”: 4 hours to go through the main legal and regulatory requirements and aspects for setting up and launching Luxembourg PE/RE fund structures from both a regulated and non-regulated perspective while addressing the main AIFMD key concepts; and
  • Session b: “Fund Structuring and Key Terms”: 4 hours to enhance your knowledge of PE/RE fund structuring with a clear focus on structuring aspects (how to determine the most efficient legal form and regime, key terms and conditions, typical clauses and main mechanisms).

Content

Session a): “Luxembourg Toolbox”:

  • Presentation of the various investment vehicles in Luxembourg: legal forms and regulatory regime
  • Overview of the PE/RE sectors
  • AIFMD key concepts

Session b): “Fund Structuring and Key Terms”:

  • Overview of the PE/RE Funds key features and typical terms included in the documentation
  • Case studies

Speakers

Our speakers come from all over our specialised and complementary teams, covering all legal, regulatory, taxation and advisory aspects of doing business in Luxembourg. We invite you to check our training agenda where the speakers are listed on each training session.

Target Group

Professionals in charge of legal departments within management companies, central administration agents, depositaries, AIFMs. All other professionals of the financial sector interested in PE/RE relevant issues and topics.

Duration

Session a): 4 hours.
Session b): 4 hours.

Language

English

For any information, please contact us by e-mail institute@arendt.com