An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers
Includes a Live Web Event on 01/29/2025 at 1:00 PM (EST)
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This webinar is tailored for US Asset Managers who want to have a better understanding of the fund-raising opportunities that European investment platforms provide, or considering investing through or in Europe for the first time. Whether you’re new to European investment platforms or looking to deepen your understanding, this session will provide a comprehensive introduction to Europe’s two leading jurisdictions for investment funds: Ireland and Luxembourg.
A panel of PwC experts will guide you through the essential regulatory, tax, and commercial considerations, offering practical insights into structuring investments, overcoming common challenges, and successfully operating on European platforms.
Learning Outcomes:
By the end of this webinar, participants will:
* Benefit from an insightful introduction to the two favored European jurisdictions for investment funds: Ireland and Luxembourg.
* Gain an understanding of the most important pan-European considerations relevant to fund raising and ongoing platform operation.
* Learn the key regulatory, tax, and operational considerations for fundraising and platform management in Europe.
* Explore common investment structures and identify solutions to address challenges unique to the European market.
* Receive practical insights into the nuances of each jurisdiction to effectively access and navigate European capital markets.
This session equips US Asset Managers with the foundational tools and knowledge to confidently evaluate and enter Europe’s investment landscape.
This program is sponsored by:
CPE Credits Redeemable with NASBA
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.
Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
CPEs Earned: 1
CPE Field of Study:
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None
CE Credits Redeemable with Investments & Wealth Institute™ (IWI)
Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.
To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.
The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.
CPEs Earned: 1
Continuing Education Topic:
Program Format: Live Webinar
CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org.
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Declan Byrne (Moderator)
Asset & Wealth Management Global Assurance Leader
PwC
Declan is the PwC’s Asset & Wealth Management Global Assurance leader based in Boston and serves on the NICSA International Committee. Declan works closely with his clients on issues such as complex valuations, internal controls, global best practices and financial reporting. Declan is an industry thought leader. Recent publications Declan has been responsible for include “Mutual Fund 2030 - Rising Expectations”, “Current developments for the Mutual Fund industry” and the “Mutual Fund Directors Governance Survey”. Globally he helped produce the recently published “AWM Revolutions 2024” paper. Has extensive global experience having worked in Dublin, New York, Tokyo and Boston.
Laura McKeown
International Tax Partner
PwC Ireland Asset and Wealth Management
Laura is an international tax partner in the PwC Ireland Asset and Wealth Management tax practice.
Laura has a broad range of experience across the financial services sector and advises private equity funds, hedge funds, sovereign wealth funds and pension funds on international tax structuring projects. Laura regularly advises on the taxation implications of cross-border investment using all forms of Irish investment platforms including both regulated and unregulated fund and limited partnership structures. She also advises international clients on the tax efficiency of their corporate and management group structures.
Laura is the PwC Ireland Financial Services tax policy leader. She is an active member of the Irish Debt Securitisation Association tax working group, the Irish Funds ELTIF working group and the Invest Europe Tax Committee.
Laura is a qualified Chartered Accountant with the Institute of Chartered Accountants in Ireland and a member of the Irish Taxation Institute.
Sean Reid
Tax Director
PwC
Sean is the Tax Director leading PwC’s Irish Tax Desk in New York. Sean is on assignment from PwC Ireland where he works as an International Tax Director assisting clients on a broad range of international tax and related matters.
Sean has significant experience advising US, Irish and other multinational companies across a wide variety of industries. Sean’s particular areas of expertise include international cross border structuring for inbound and outbound investment, large corporate reorganizations, international asset holding structures, treasury optimization and debt structuring.
Sean has experience working on M&A transactions and assisting clients navigate domestic and international tax changes.
Sean holds a degree in Law and a postgraduate diploma in Accounting. Sean is an associate of the Institute of Chartered Accountants in Ireland and is a Chartered Tax Adviser and member of the Irish Tax Institute.
Stéphane Rinkin
Tax Partner
PwC
Stéphane is a Luxembourg tax partner currently seconded to PwC US where he is focusing on developing our key AWM clients globally around Managed services and CTC.
Stéphane has led several Tax Managed Services engagements bringing technological solutions to clients (covering in particular accounting, tax reporting, corporate secretary and other regulatory reporting). Stéphane specialises in the design, development and delivery of business solutions with optimised tax approaches/strategies encompassing both local and international issues.
He has been instrumental in building and delivering certain of our key service propositions in Luxembourg and EMEA to the Alternative Fund industry.
Stéphane was previously also in charge of the VAT compliance department of PwC Luxembourg (where approximately 15,000 VAT returns are produced every year) and the PwC Luxembourg VAT leader for the Real Estate industry. He was also the innovation leader for PwC Luxembourg.
Stéphane began his career at PwC Luxembourg in 2001. After years of gathering expertise, he moved to PwC Switzerland as leader of the Romandie Indirect Tax practice. He completed a three years term as Tax partner for EY China (Shanghai) before coming back to PwC Luxembourg in 2016, transforming the way the VAT compliance team operates, dramatically boosting its efficiency and profitability.
He has a law degree and a LLM in tax law from University of Liège (Belgium) and is a certified tax expert in Luxembourg.
Stephane regularly publishes articles and speaks at industry and tax seminars.
Mathieu Scodellaro
Principal - Head of Investment Funds Practice
PwC Luxembourg
Mathieu is the head of the Investment Funds Practice and specializes in issues concerning investment funds, fund managers and the various service providers. Over the last 20 vears, Mathieu has assisted numerous international clients in the setting-up, (re)structuring and handling of their organization or projects. He regularly advises his clients on regulatory issues and in their relationships with the regulatory authorities.
He has been involved in the creation of a large number of regulated and unregulated investment funds from plain vanilla UCITS to investment funds investing in illiquid assets (private equity, debt funds, real assets, insurance-linked assets…), with complex investment strategies or with innovative features. His involvement included the structuring of the products, the drafting of the offering documentation, the negotiations with the service providers, potential investors and lenders, the communication with the regulator., etc. He has assisted his clients in the development of their products and dealing with special events (restructuring, liquidation…) impacting their funds.
He has also assisted a number of depositary banks and managers in their strategic or regulatory restructuring and dealing with new regulations impacting their businesses or the funds they are servicing.
With the increasing regulatory scrutiny, he has also assisted clients facing queries or investigations from the regulator.