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21 March 2019

Private Equity Tax Planning & Operations - 13th Annual Forum

Addressing the key technical developments and operational challenges impacting Private Equity Houses, Transactions and Portfolio Companies - in just one day!

What's on the agenda at the 13th Annual Forum:

A speaker panel featuring policy setters & key industry influencers....
"HM Treasury: Taking the Pulse for Private Equity - An Overview of Current Tax Policy and Future Direction"
  • Speaker under invitation

Plus, BVCA Tax Committee Members including:
  • Mark Baldwin, Partner, McFarlanes & BVCA Tax Committee Chairman
  • Fiona Cooper, European Tax Director, Starwood Capital Group
  • Abigayil Chandra, Tax Director, Deloitte
  • Caroline Conder, Head of Tax, Lloyds Development Capital
  • Stephen Pevsner, Partner, Tax, Proskauer
  • Alexander Cox, Partner, Ashurst
Q&A Sessions including PE House perspectives on practical issues..
"Heads of Tax Panel: Private Equity House Perspectives from the Coal Face"
  • Nick Jones, European Tax Manager, Bregal Investments
  • Fiona Cooper, European Tax Director, Starwood Capital Group
  • Lara White, Tax Director, BlueGem Capital Partners
  • Caroline Conder, Head of Tax, Lloyds Development Capital

"Clarifying Luxembourg Holding Structure Issues including the Master Holding Companies Debate and the Anti-Tax Avoidance Directive 1 & 2 (ATAD)"
  • Speaker to be confirmed
Plus leading Advisors addressing key technical developments including...
"Increasing Importance of Substance and Purpose with Particular Reference to BEPS Action Point 6 and the MLI"
  • Stephen Pevsner, Partner, Proskauer
"What the EU Mandatory Disclosure (DAC6) Rules Mean in Practice and Other Recent Operational Tax Developments"
  • Abigayil Chandra, Tax Director, Deloitte
"Trends in Management Equity with Particular Reference to the Changes in Entrepreneur Relief"
  • Jessica Kemp, Partner, Travers Smith
"Insight into HM Revenue Enquiry Themes around Private Equity Rewards"
  • Damien Crossley, Partner, Macfarlanes

The 13th Annual Private Equity Tax Planning & Operations Forum in numbers...

15+ Speakers
Sharing their experiences and expertise with you
10+ Sessions
Proving solutions and guidance to your issues!
50+ Attendees
Network with peers that share your challenges

Just some of the past attendees to this Forum include...

Apax- Bregal Investments- Caird Capital- Cinven Partners- Creaseys Group- EQT Partners- Helios Investment Partners- HM Treasury- HMRC- Inflexion Private Equity Partners- International Administration Group- 17 Capital Services- Lion Capital- PAI Partners- RIT Capital Partners- Starwood Capital Group- TDR Capital

Allen & Overy- BDO- Deloitte- ECI Partners- Kaye Scholer- KPMG- Moore Stephens- PwC- Weil Gotshal & Manges- Alta Advisers- BlueGem Capital Partners- Bridgepoint- CarVal Investors- Cooley- Elo Mutual Pension Insurance- European Capital- HIG European Capital Partners- IK Investment Partners- Inter Fund Management

Ipes- Livingbridge EP- Penta Investments- SL Capital Partners- Stockdale Street- Trilantic Capital Partners- Ashurst- Duane Morris- Grant Thornton- King & Wood Mallesons- Macfarlanes- Olswang- Travers Smith- Dr Dautel + Kollegen- EY- Greenberg Traurig Maher- Kirkland & Ellis International- OMelveny & Myers - and more...


As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm for Private Equity Taxation. 

Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget. 

Don't miss your chance to get involved! For a bespoke package, contact Sophie Serhan on sophie.serhan@informa.com or call: +44 (0) 20 7551 9931, or click on the link below for more details.

Silver Sponsor