Agenda Welcome note LPEA - Your organisation 2 2014 in the mirror - - PowerPoint PPT Presentation

New Year Opening

Monday, 26th January 2015

Agenda

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Welcome note LPEA - Your organisation 2014 in the mirror Key Initiatives 2015 Upcoming events

Agenda

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Welcome note LPEA - Your organisation 2014 in the mirror Key Initiatives 2015 Upcoming events

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LPEA – Mission & Objectives

• 1. Increase the attractiveness, competitiveness and efficiency of the Luxembourg

economic, legal, regulatory and operational framework for GPs and their investment structures.

• 2. Broaden and diversify the elements of the PE industry and value chain that are served
• ut of Luxembourg.
• 3. Provide thought leadership on the needs of GPs, and the opportunities of the PE

industry in Luxembourg.

• 4. Represent its members and the Luxembourg PE industry at large towards the

Luxembourg government and other stakeholders through lobbying activities.

• 5. Engage in promotion activities for the Luxembourg PE platform in association with
• ther official or industry bodies as appropriate.
• 6. Be the official interface for the European Private Equity and Venture Capital (EVCA).
• 7. Be a platform for networking and knowledge exchange of the PE community in

Luxembourg.

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LPEA - Your organisation

► Founded in February 2010 with 25 founding

members

► 2015: 123 members ► 50 PE houses (full members) ► 73 service providers (associate members) ► 200+ active members on technical committees ► In 5 years LPEA has gained ► visibility and ► credibility

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LPEA - Your organisation

LPEA is :

► A member of EVCA: ► LPEA present at Representative Group ► LPEA active in the Tax, Legal and Regulatory

Committee

► Present on the HCPF ► Present on the CSSF AIF Committee ► Member of PROFIL ► Member of Luxembourg for Finance ► Close contacts with ALFI, LIMSA, LAFO …

LPEA - Your organisation

BOARD OF DIRECTORS

EXECUTIVE COMMITTEE GENERAL OFFICE

Paul Junck Luis Galveias Kheira Mahmoudi

GENERAL ASSEMBLY

LEGAL Marie Amet- Hermes Xavier Le Sourne TAX Patrick Mischo Marianne Spanos ACCOUNTING & VALUATION David Harrison Yves Courtois MARKET INTELLIGENCE & TRAINING Maarten Verjans PROMOTION Alexandre Prost-Gargoz Stéphanie Delperdange

COMMITTEES

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Jérôme Wittamer Hans-Jürgen Schmitz Emanuela Brero Alain Kinsch Antoine Clauzel Benoît Chéron Christoph Lanz Gilles Dusemon Patrick Mischo

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Welcome note LPEA - Your organisation 2014 in the mirror Key Initiatives 2015 Upcoming events

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2014 In the mirror

• 800+ AIFM applications (licence + registrations)
• AIFM implementation details  ironed out
• SpLP successfully on the rails
• with substantial adoption rate
• outstanding tax uncertainties cleared

Positive developments

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Full Members:

• LetterOne Holdings S.A.
• DHC Luxembourg V S.àr.l.
• Bridgepoint Services S.àr.l.
• Winvest Conseil S.àr.l.
• Advent Life Sciences LLP
• Five Arrow Managers
• Adiant Solar Opportunities I SA
• Royalton Partners S.A.
• SwanCap Investment Management S.A.
• Wert Investment Solutions S.àr.l.
• Saphir Capital Partners
• Allegro S.àr.l.

Associate Members:

• Hogan Lovells (Luxembourg) LLP
• CBP Quilvest
• Crestbridge S.A.
• BDO Tax and Accounting
• Vandenbulke
• Banque de Patrimoines Privés
• DLA Piper Luxembourg S.àr.l.
• Pictet & CIE (Europe) S.A.
• Citco Luxembourg
• Clément & Avocats
• Roemers Trapp Pautot
• Orangefield Luxembourg S.A.
• Elian Fiduciary Services (Luxembourg)

2014 In the mirror – New Members (2014 to date)

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2014 In the mirror

• New Marketing & Communication Manager
• New Extranet and database system
• Design of a new strategic roadmap

Other Achievements

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2014 In the mirror

Public Advocacy

• Meeting with Minister of Finance P. Gramegna
• Meeting with Tax Administration
• Memo concerning the tax ruling process
• Memo on the taxation of SCS/ SCSp

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2014 In the mirror

Public Advocacy

• Meetings and inputs to Haut Comité de la Place

Financière (HCPF)

• Meetings and inputs to CSSF GFIA
• Meetings and inputs to EVCA
• LPEA support to EVCA BEPS paper for OECD
• Meetings and inputs to ALFI
• Inputs to Chamber of commerce

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2014 In the mirror

Promotion: Roadshows

Munich New York Stockholm London Zurich

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2014 In the mirror

Promotion: International Fairs

SuperReturn International European Alternative Investment Funds Conference

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2014 In the mirror

Local Events

Breakfast Conferences GP Club

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2014 In the mirror

Promotion: LPEA in the Media

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2014 In the mirror

Promotion: Web Presence

Top visiting countries: Luxembourg UK France Belgium USA Germany

lpea.lu Visits +35% 13.300 Page Views +24% 38.000

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2014 In the mirror

Promotion: Direct Communication Newsletter

4/Year

Newsflash 1200 subscribers

+500 since early 2014

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2014 In the mirror

Promotion: Capital V 2 Issues/ Year

1000 prints/ issue

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2014 In the mirror

LPEA Publications

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Welcome note LPEA - Your organisation 2014 in the mirror Key Initiatives 2015 Upcoming events

Key Initiatives 2015: LPEA - place of dialogue

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• 1. Dialogue on three levels:
• Dialogue among GPs, between GPs

and Service Providers and also among Service Providers

• Dialogue with the government, political

parties and the CSSF

• Dialogue with real economy players

and foreign counterparts

Key Initiatives 2015: Thought leadership

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• 2. Thought Leadership
• Pursue thought leadership in TC
• Push competitive ideas
• Collaboration with other associations
• Active GP contribution!

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Key Initiatives 2015: Luxembourg as the European PE hub

• 3. Strengthen positioning of

Luxembourg as the European PE/VC Hub

• We need stories!

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Welcome note LPEA - Your organisation 2014 in the mirror Key Initiatives 2015 Upcoming events

Calendar of events 2015

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New Year’s Event (26/01) SuperReturn International (24-26/02) Zurich (March) London (20-21/04) Conference “Transfer Pricing” (19/03) How to Start a Startup (18/03) Conference “PE & Insurance” New York (2/06) New York (October) Stockholm (May) Paris (September) Frankfurt (November) GP Club Meetings Open Lunches Roadshows ...

Time to celebrate!

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5 Years of LPEA

Thank You

Public Policy Promotion

LPEA

Professional Standards Research & Market Intelligence Information & Education Relationsh ip Building