aif club - ernst & young · 2020. 5. 26. · 2 i ey alternative investment funds club -...

EY Alternative Investment Funds Club 2019/2020 Program I 1

AIF ClubEY Alternative InvestmentFunds Club

2019 - 2020 Program

2 I EY Alternative Investment Funds Club - 2019/2020 Program

Dear Club Member,

The Partners of EY Luxembourg are proud to present the 2019-2020 program for the AIF Club.

Since its inception nine years ago, the AIF Club, under the thoughtful and energetic leadership of Michael Hornsby has delivered over 150 events and welcomed over 8,000 members. Mike has established the AIF Club as one of the leading forums in the Luxembourg Alternatives industry through which points of view are generated and market participants have the opportunity to connect and network. On behalf of our Firm and the Industry, we thank him for his exceptional contribution to this Club.

From a personal perspective, it is with great pleasure that I take over the role of AIF Club Chairman for the coming season and it is my sincere intention to build on the vibrant platform that has been established.

The 2019-2020 season program has 20 scheduled events and at least three webcasts which are intended to provide insights on developments in the alternative investment funds industry and offer a quality platform through which industry participants can meet, network and exchange views. The coming season will see a larger number of roundtable sessions on current topics including debt funds, governance of AIFMs post-Brexit and open end real estate funds coupled with a newly established series of roundtable sessions such as our new Tax Directors roundtable series and Chief Accounting Officers roundtable series.

The Luxembourg alternative investment funds industry is experiencing a period of unprecedented growth and change. Contributing factors include the impact of Brexit, evolution in substance requirements, the European regulatory agenda and transformation in the fiscal environment. This wave of change is being greeted at a time when the industry is enjoying significant growth in capital inflow, with some asset classes experiencing record levels of undeployed capital commitments. It is very fair to say that the industry is active and there are healthy rewards on offer to those managers who can succeed in effectively navigating the challenges ahead.

Allocation of capital from institutional investors towards alternative asset classes continues to grow and investor intention surveys show no signs of this trend stopping any time soon. The weight of capital in queue has provoked many managers to actively seek innovative new targets for capital deployment. It has also seen historical niche areas attract significantly more attention. Within real estate, the entire “living” space is a prime example of one of these innovative new areas including student housing, private rented sector, hotels and aged care homes. Equally, logistics products are featuring regularly with themes focused on exploiting disruptions in the retail and supply chain management processes of many businesses. Debt funds are becoming a far more popular product as the theme of alternative credit continues and European markets become more accustomed to alternative credit sources. Infrastructure is dominating many of the headlines as institutional investors seeks to gain exposure to the benefits of transforming economies and diversify the income producing investments in their portfolio.

The vast majority of capital raised is being attracted by the major names in the industry. Whilst there continues to be a place for niche players – and arguably always will be due to the nature of our industry, mid-sized managers are coming under increased pressure causing them to reflect on their operating models and strategic choices. Consolidation remains a key trend and it is expected that the coming year will see several more mergers of investment managers, allowing them to exploit economies of scale and diversity of product range.

Going hand in hand with these big changes in the alternative investment management industry is the transformation being seen in the asset servicing industry. Administrators and other service providers have made massive investment in their operating models and technologies allowing them to effectively service the breadth and depth of investment products being raised. Outsourcing remains firmly on the agenda of most major managers and the evolution of the asset servicing industry provides greater scope for this to be an effective solution on a global and holistic basis. In many instances, the alternative investment funds industry remains quite primitive from a technological perspective. However, innovative new solutions in the areas of IT applications, robotics and process automation have provided unique opportunities for managers to respond to continued pressures on fees and margins. The value of data is high on everyone’s agenda and the ability to analyze and utilize this data to facilitate higher quality investment and risk management decisions is a key focus.

We see a far greater focus being placed by managers on the development and maintenance of due diligence assets to allow them to showcase their Firms abilities and track records to prospective investors. Establishing and maintaining a comprehensive suite of due diligence assets to ensure perspective investors can be onboarded in a swift and seamless manner is becoming a key differentiating factor for managers.

Our hope for the coming season of our EY AIF Club is that we can successfully bring to you, our members, a strong and balanced perspective on these and many other key topics in the industry through our series of events. We also hope that our sessions continue to be interactive, thought provoking and provide a quality forum to connect with your peers and for industry views and best practices to be cultivated and perpetuated.

Robert WhitePartner, Real Estate Assurance LeaderAIF Club Chairman, EY Luxembourg


Welcome AIF Clubto

the


The AIF Club… has been created to

• Provide insight into developments in the alternative sectors of the financial industry, including private equity, real estate, hedge, debt, infrastructure and other alternative fund segments

• Provide knowledge and trainings for industry practitioners to better serve and understand the industry

• Provide alternative industry practitioners with a platform to meet, exchange views and network

… will offer you Industry summits

The AIF Club organizes highly interactive alternative asset-related events to which not only international EY specialists participate but also key leaders from other organizations, who often contribute to lively debates while providing reflection or insights on leading topics. The aim of these sector specific summits is to provide members with a broad platform of factors shaping the respective industries.

Keynote speeches

External speakers will be invited to provide insight on current hot topics in our keynote speeches. Speakers may be EY subject matter specialists from our alternatives network or external speakers from leading players in the industry.

Open workshops

Open workshops cover topics which have a broad range of interest and are open to all members. The content of this program reflects general ongoing developments and hot topics impacting alternative investment fund products in general and in middle and back office environments.

Trainings

For the sixth consecutive year, we will hold in October 2019 our three-day valuation training designed for financial professionals that seek to develop a more in-depth knowledge of alternative asset valuation which includes private equity, real estate and infrastructure. Over the years, we are striving to continuously improve and integrate new issues of interest into the training program. This valuation training has become a good indicator for valuation market practices over the years, as we note the positive evolution of market valuation practices thanks to the interaction with the participants. The focus of our training program will be to support participants to further develop technical oversight skills to appropriately assess the work of specialists whether internal or external to an organization.

In addition, as every year, we will continue to hold the trainings to help fund accountants and controllers to get to grips with the latest developments in financial and investor reporting across alternative asset classes.


Targeted roundtables

This event format has proved very successful. This year we will run seven roundtables. Roundtables provide the opportunity for a small group of specialists to discuss specific topics of common interest and therefore invitations to these events are restricted. The organizer of the respective roundtable will identify the target audience, bringing together leading specialists to discuss and work on solutions for various specific challenges that market participants are currently facing. To ensure effective discussions, we will limit the number of participants in these events to 20 – 25 specialists which proved to be quite efficient in the past. Should you be interested in joining one of the upcoming roundtables, please send an email to [email protected] explaining briefly your role within the company you are working for and Mireille will get back to you with further information.

The outcome of the roundtable discussions are summarized in a paper and shared with all AIF Club members in due time. Please refer to our section on our AIF Club website called Thought Leadership to get a copy of these publications.

Videos

We continue to produce videos within the framework of our AIF Club to also enable our clients and business partners located outside Luxembourg to benefit in a broader way from our Club program. The videos will demonstrate market updates and provide you with our global sector/service line leaders’ view on specific topics. We invite you to visit our AIF Club website/Video archive for further reference.

Webcasts

This year we will also offer to our members webcasts on depositaries, open-end real estate funds and GDPR. Furthermore, we will also run ad-hoc webcasts on tax matters in response to market developments to ensure our members get strong points of view on a real-time basis.

Personal meetings with our subject matter specialists

The EY Luxembourg AIF Club offers you the opportunity to arrange meetings with our subject matter specialists following the trainings, workshops and breakfast briefings or at another occasion.

Networking and social events

Through the AIF Club, EY Luxembourg makes it possible for professionals in the industry to meet and share insights in a more relaxed environment. Many of EY Luxembourg’s events are followed by drinks or coffee giving you the opportunity to network with fellow attendees. The AIF Club also organizes more specific social events to enhance networking in a more informal environment.

LinkedIn network

We ask all AIF Club members to join us on LinkedIn where they can find the latest information, watch our videos and interact with the EY Luxembourg alternatives team and other members.

EY Luxembourg AIF Club

mailto:Mireille.Pourpognot%40lu.ey.com?subject=


https://www.ey.com/lu/en/industries/financial-services/asset-management/aif-club_overview#thought_leadership

https://www.ey.com/lu/en/industries/financial-services/asset-management/aif-club_overview#our_videos

https://www.linkedin.com/groups/8131950/profile


Overview of the upcoming events Chronological order

We do not intend to reschedule or cancel any events, but it may occur due to unforeseen circumstances. We will, of course, communicate any changes within the program to you. The AIF Club activities and any updates/changes will be published in our AIF Club newsletter.

Please note that you are officially registered for an event or webcast, once you have received a confirmation email.

September 201926 Sep. Roundtable: Governance of AIFMs in a post-Brexit environment

October 201915-17 Oct. Payable training: A three-day program on valuation techniques across different asset

classes given by leading financial specialists

24 Oct. Industry Summit: Real estate niche workshop – the future is now

November 201912 Nov. Training: Financial and investor reporting for AIFs – financial year-end 2019 warm-

up

19 Nov. Training: IFRS year-end financial reporting update

December 201905 Dec. Roundtable: Chief Accounting Officers’ roundtable

17 Dec. Roundtable: Tax Directors’ roundtable 1: ATAD II practical impact

January 202016 Jan. Social event: New Year’s Cocktail

23 Jan. Roundtable: Depositary – latest industry developments


February 202006 Feb. Roundtable: Open-end real estate funds

13 Feb. Open workshop: Securitization in Luxembourg – Where do we stand? And next steps…

27 Feb. Open workshop: International Valuation Standards updates 2020

March 202003 Mar. Webcast: Depositary - latest industry developments

26 Mar. Webcast: Open-end real estate funds

April 202021 Apr. Roundtable: Tax Directors’ roundtable 2: MLI & and EU jurisprudence: the Principal

Purpose Test and source countries approach

May 202007 May Training: Financial and investor reporting for AIFs - financial year-end 2019 debrief

and examination of longer-term trends

20 May Open workshop: Infrastructure investing – How perspective is shifting in infrastructure investments?

26 May Webcast: Demonstrating Data Privacy for GDPR and beyond

28 May Roundtable: Valuation oversight for AIFMs - a practical overview

June 202009 Jun. Roundtable: Debt funds

18 Jun. Open workshop: Tax Update: six months of ATAD II, quo Vadis international tax planning (no lawyers)

25 Jun. Social event: Summer Party

Membership and program co-ordinationWe are always interested in your feedback and comments which help us match the program to meet our members’ needs.

If you need to discuss any organizational or membership matters or if you would like to meet with our subject matter specialists, please contact:

Mireille Pourpognot +352 42 124 8549 [email protected]



Audience: Financial professionals that seek to develop a more in-depth knowledge of alternative asset valuation which includes private equity, real estate and infrastructure.

Building on the success of this annual training program, we are pleased to present again this year our three-day valuation training designed for financial professionals that seek to develop a more in-depth knowledge of alternative asset valuation which includes private equity, real estate and infrastructure. As a leading firm in the valuation of alternative assets, we want to participate in an overall market effort to continuously improve on valuation governance for the alternative investment fund industry. Hence, we are striving to continuously improve and integrate new issues of interest into the training program. This valuation training has become a good indicator for valuation market practices over the years, as we note the positive evolution of market valuation practices thanks to the participants’ interaction.

The focus of our training program will be to support participants to further develop technical oversight skills to appropriately assess the work of specialists whether internal or external to an organization.

Methodology:Our training program will strike the right balance between theoretical foundations, application in realistic and practical cases along with additional insights being released from a broader market experience.

Who could benefit from this training program?• Alternative Fund Managers (in light of the AIFMD requirements)• Directors• Conducting officers• Depositaries • Other

Fee quote and maximum participants:In order to ensure that this course is of the highest quality, we have decided to levy a modest fee of €1,750 per participant in order to cover the cost of the course materials. Early bird rate will be €1,600.

Please note that the course attendees will be limited to a maximum of 30 people to ensure effective and interactive sessions.

An email containing the detailed agenda will follow up at the end of July 2019.

A three-day program on valuation techniques across different asset classes given by leading financial specialists

15, 16 and 17 October 2019

TRAININGS


IFRS year-end financial reporting update

19 November 2019

Financial and investor reporting for AIFs - financial year-end 2019 debrief and examination of longer-term trends

7 May 2020

Financial and investor reporting for AIFs – financial year-end 2019 warm-up

12 November 2019

Audience: Financial controllers, financial directors and accountants of alternative fund products

This event will provide you with an update on financial reporting standards and investor reporting. The objective of this season is to provide a practical insight into industry best practices for AIFs. This season will extend beyond reporting standards and also cover industry guidelines and investor preferences. We will focus on the practical implementation, with examples, best practices and useful tips to prepare financial and investor reports for financial year 2019.


Are you up-to-date with current accounting and regulatory developments? Can you identify the implications for your company’s financial accounting and reporting? Staying informed of recent and pending rules and regulations is critical to positioning your company for success. During these events we will focus on IFRS/IFRIC developments.

Other IFRS events may be further scheduled but it depends on the developments of IFRS by the IASB and appetite of the preparers.


Again, focusing exclusively on AIFs, this event gives members the opportunity to learn from experiences over the 2019 year-end close process through a thorough debrief session. While issues are fresh on our minds, we will debrief and share emerging best practices and take a look at longer-term underlying trends in financial and investor reporting.

TRAININGS


Audience: AIF Club members with a real estate focus

The agenda will include a key note speech from our EY Global Real Estate Leader discussing innovation in the real estate industry and disruptive technologies impacting our business. Following this, we will have a presentation from INREV unveiling their work in the area of transparency and performance measurement.

In addition, we will run a series of panels targeting different aspects of the sector, including a discussion on market trends in Luxembourg and the impact being felt due to political, regulatory and economic change. We will also discuss the changing fiscal environment and the implications this is having on the design and management of real estate funds.

Join us for our ninth annual real estate forum and meet with industry specialists who will share their views on how the business is developing in Luxembourg and within international markets. It will be a highly interactive event, therefore audience participation is strongly encouraged.

Real estate niche workshop – the future is now

24 October 2019

INDUSTRY SEMINARS


Securitization in Luxembourg – Where do we stand? And next steps…

13 February 2020

Audience: AIF Club members with a general interest in this topic

Join us for our eighth Securitization event where we aim to provide you with industry updates and panel discussions around market perspectives. You will also have the opportunity to network with peers.

International Valuation Standards updates 2020

27 February 2020

Audience: Professionals performing or overseeing valuations of assets and liabilities in a financial reporting context, who need to stay abreast of the latest evolutions.

Please watch out for the invitation that we will send to all AIF Club members in the week of 20 January 2020.

OPEN WORKSHOPS


Tax Update: six months of ATAD II, quo Vadis international tax planning

18 June 2020

Audience: AIF Club members, excluding lawyers

After entering into force of the Anti-Tax Avoidance Directive II (ATAD II) on 1 January 2020, this year’s tax event will analyze the impact of the directive on Luxembourg investment funds and the investors. We will cover various aspects of the directive and the impact it may have on the operational design of a fund. We will also provide an update on other international tax developments that affect the Luxembourg fund industry.

OPEN WORKSHOPS

Audience: AIF Club members with a general interest in this topic

After the encouraging feedback of our first Infrastructure focused workshop, we are pleased to announce we will continue this year with our second Infrastructure workshop. We, at EY, are taking a proactive approach in the development of the infrastructure asset class in Luxembourg.

Like in our first session, we will discuss emerging topics, trends and strategies evolving in infrastructure space and their impacts on the GPs, LPs and communities around us in general.

We look forward to seeing you at this insightful event.

Infrastructure investing – How perspective is shifting in infrastructure investments?

20 May 2020


ROUNDTABLES

Audience: Depositaries, Administrators and AIFMs

With Brexit looming and the prospect of a European Union without the United Kingdom becoming more of a reality, we will examine the traditional governance models for Luxembourg based AIFMs and discuss the ways in which Brexit may impact this. Our discussions will focus on delegation, distribution and the key considerations for AIFM Boards on this critical topic.

Governance of AIFMs in a post-Brexit environment

26 September 2019

Chief Accounting Officers’ roundtable

5 December 2019

Audience: Chief Accounting Officers

In this, the first of our new series of roundtables for Chief Accounting Officers, we will welcome a group of Chief Accounting Officers and Finance Directors from among our members to discuss key financial reporting and operating challenges facing the industry. Through these sessions we will develop and distribute industry best practices in these areas and share recurring Q&As with the group participants. This new series of roundtables will provide an ideal forum for Chief Accounting Officers and Finance Directors to connect and share views.

Tax Directors’ roundtable 1: ATAD II practical impact

17 December 2019

Audience: Tax Directors, CFOs

This year we will run two Tax Directors’ roundtables to discuss hot topics in international tax affecting the Luxembourg fund industry.

The ATAD II directive will be transposed in Luxembourg domestic law and be effective as from 1 January 2020. For the alternative investment fund industry, there are major impacts which should be factored into your investment and fund-raising strategy as from 1st January 2020. This first Tax Directors’ roundtable will consider the implications on the operational design of a fund and we will discuss practical experiences of the directive.


Open-end real estate funds

6 February 2020

Tax Directors’ roundtable 2: MLI & and EU jurisprudence: the Principal Purpose Test and source countries approach

21 April 2020

Depositary – latest industry developments

23 January 2020

Audience: Managers and administrators involved in the design, launch and operations of open-end real estate funds

Open-end real estate funds continue to be one of the most popular product formats. Many of the established names in this space continue to generate significant capital inflows and we also see new entrants to this market enjoying considerable success. We will welcome a selection of open-end fund managers and administrators to discuss the challenges this product type presents in terms of design and operations. Our conversations will cover aspects such as pricing, liquidity, fee models and investor reporting.


The Multi-Lateral Instrument has introduced a “principal purpose test” (PPT) in more than 1,500 Double Tax Treaties. The way investment structures are set up will be impacted and some best practices have to be considered to avoid recurring challenges from local tax authorities in portfolio jurisdictions. At this second Tax Directors’ roundtable we will discuss the implications of the PPT on Luxembourg investment structures and share practical experiences.

Audience: Depositaries

This roundtable has become an annual institution where depositaries year-on-year have a platform to discuss leading practices in the Luxembourg market place as well as common issues in day-to-day activities. Previous sessions considered discussions around the nature and focus of CSSF oversight on depositary activities, the general level of alignment of practice within the industry and the extent to which such activities can, or should from a practical point of view, be conducted outside of Luxembourg. This year’s roundtable will revisit the oversight responsibilities of depositaries, include discussion around safekeeping of cash within an underlying structure as well as cash-flow monitoring, look at practical approaches to implementing regulatory compliance with regards to depositary records relating to nominal values of RE/PE and Infrastructures, and look-through analysis.

ROUNDTABLES


Valuation oversight for AIFMs – a practical view

28 May 2020


This is the second in a series of roundtables.

Discussions will be focused on valuation and valuation oversight of the assets and liabilities of AIFs investing in illiquid assets such as private equity, real estate, infrastructure and private debt.

This event is aimed at AIFMs, depositary banks and administrators facing the challenge of establishing a relevant relationship and consistent approach to the valuation of illiquid assets, and the oversight over appraisal experts commonly used in the process.

We will discuss emerging best practices, the implications of regulatory oversight and the use of specialists to support and document the process. We look forward to an open and informative exchange of views among the various panelists.

ROUNDTABLES

Debt funds

9 June 2020

Audience: Debt fund practitioners with an interest in discussing current trends in relation to launch, commercial design, structuring and investor reporting for this exciting product type

Debt funds continue to generate great attention within the European alternative investment funds industry and look set to become a far more common inclusion in the product range of managers and within the portfolios of institutional investors. We intend to explore this theme and examine the extent to which the Luxembourg toolkit caters for these products.


Audience: All AIF Club members

Our New Year’s Cocktail evening is already a tradition.

This evening gives our members the opportunity to celebrate the New Year with colleagues in our beautiful building in the Kirchberg plateau. We are very much looking forward to welcoming you to this very popular event. Please join us and enjoy the evening.

New Year’s Cocktail

16 January 2020

Summer Party

25 June 2020

Audience: All AIF Club members

As every year, this event is held at the end of the current AIF Club program and takes a short look back at the past AIF Club year and launches the new AIF Club season by sharing the new program with all members.

SOCIAL EVENTS


VideosThis year again, EY Luxembourg, as host of the AIF Club, will record and release a series of topical short videos which we think will be of value to our members. These videos often compliment themes discussed at roundtables and workshops and are particularly useful for members that were not able to attend and to come to Luxembourg.

We will share the videos with all members by email, on LinkedIn and have also created on our AIF Club website a video archive which will provide an overview of all our videos that you can watch at your leisure.


https://www.youtube.com/watch?v=hRKj94SPtf0&list=PLPVez4rVLZU7WIA2dLGhvSaQ0TVyRy0Yf


https://www.ey.com/lu/en/industries/financial-services/asset-management/aif-club-videos

03 March 2020: Depositary - latest industry developments

26 March 2020: Open-end real estate funds

26 May 2020: Demonstrating Data Privacy for GDPR and beyond

Overview of upcoming webcasts


We will also run ad-hoc webcasts on tax matters in response to market developments to ensure our members get strong points of view on a real-time basis.

WEBCASTS


Webcasts

Audience: Depositaries

At EY Luxembourg, we hold an annual depository roundtable, which has become an annual institution where depositaries year-on-year have a platform to discuss leading practices in the Luxembourg market place as well as common issues in day-to-day activities.

This webinar will give you the opportunity to follow up on latest industry trends and developments, provide a key discussion on action points as well as offer the chance for the participants who could not make the last roundtable to have an overview of the leading practices and challenges in the Luxembourg market as well as highlight the key outcomes from the previous roundtable. Based on interest expressed from the previous roundtable, some of the key topics we will explore in more depth include:• Regulatory updates: feedback/results after CSSF Circular 18/698 and impressions from

Depositaries • Asset classes: updates on green funds and crypto currency funds (how the market has moved

within a year)• Governance and practical examples: delegation/outsourcing examples from Luxembourg

Depositaries• Delegated Regulation 2018/1618 and its debut in April 2020

To ensure we cover the most relevant issues, we will confirm the full-list of topics for this roundtable taking place in January 2020.

Please keep a look out for the confirmed topics!

Depositary - latest industry developments

3 March 2020

Open-end real estate funds

26 March 2020

Audience: Managers and administrators involved in the design, launch and operations of open-end real estate funds

Through this webcast we will welcome some of our Firm’s leading specialists to outline industry trends and welcome questions from a live audience.

WEBCASTS


Audience: Any organization seeking to gain up-to-date information on the status of GDPR in Europe (Luxembourg), and opportunities gained through certification process.

Organizations around the world face a revolution in data privacy. Regulators in many markets are enforcing existing privacy regulations more actively than in the past, and jurisdictions, including the US, are introducing strong new data privacy laws.

Europe’s GDPR entered into force in May 2018, and its effects are far-reaching. During this webcast, we will be exploring the current market standing and maturity, review the practices used, and review latest regulatory updates in this area.

We will also discuss latest developments and experiences regarding GDPR certification, how companies can prepare for the certification, and what benefits are drawn from the process as a whole, from demonstrating compliance to clients and partners to improvement of processes and data management practices. We will also discuss what’s next regarding GDPR and what are the expected developments.

Demonstrating Data Privacy for GDPR and beyond

26 May 2020

WEBCASTS


WEBCASTS

Our alternatives fund team in Luxembourg comprises of over 500 professionals specialized in alternative asset classes. We are part of a highly connected network of professionals in over 150 countries. We include below a list of service lines and sector leaders.

If you are interested in discussing any specific topic, please get in touch with Mireille Pourpognot or join our LinkedIn community and we will arrange a meeting or call between you and the respective subject matter specialists.

EY LuxembourgAIF specialists

The


EY Alternative Investment Funds Club 2019/2020 Program I 23EY Alternative Investment Funds Club 2019/2020 Program I 23


Alain KinschCountry Managing PartnerEMEIA Private Equity Funds Leader+352 42 124 [email protected]

Olivier CoekelbergsPartner, Private Equity Leader+352 42 124 [email protected]

Michael FergusonPartner, EMEIA Regulated Funds Practice Leader+352 42 124 [email protected]

René EnschPartner, Real Estate+352 42 124 [email protected]

Michael HornsbyPartner, EMEIA Real Estate Funds Leader +352 42 124 [email protected]

Bruno Di BartoloméoPartner, Real Estate+352 42 124 [email protected]

Pavel NesvedovPartner, Real Estate+352 42 124 [email protected]

Julie HonoréAssociate Partner, Real Estate+352 42 124 [email protected]

Robert WhitePartner, Real EstateAIF Club Chairman+352 42 124 [email protected]

Laurent CapolaghiPartner, Private Equity+352 42 124 [email protected]

Michel FeiderPartner, Private Equity+352 42 124 [email protected]

Olivier JordantPartner, Private Equity+352 42 124 [email protected]

Papa Saliou DiopAssociate Partner, Securitization Leader +352 42 124 [email protected]

Jesus OrozcoAssociate Partner, Real Estate +352 42 124 [email protected]

Audit and Assurance


Financial Accounting and Advisory Services

Outsourcing and Managed ServicesBob FischerPartner, Accounting, Compliance and Reporting (ACR)+352 42 124 [email protected]

John BeaversPrincipal, Accounting, Compliance and Reporting (ACR)+352 42 124 [email protected]

Renaud BreyerPartner, Financial Accounting Advisory Services (FAAS)+352 42 124 [email protected]

Zeeshan AhmedAssociate Partner, Private Equity and Infrastructure+352 42 124 [email protected]

Jean-Michel PacaudPartner, Middle East and Islamic Finance Leader+352 42 124 [email protected]

Oliver CloessAssociate Partner, Assurance BCM Securitization & Structured Finance +352 42 124 [email protected]


Tax Advisory and Regulatory ServicesDietmar KlosPartner, Real Estate Sector Leader+352 42 124 [email protected]

Olivier BertrandPartner, Tax Private Equity Leader – Luxembourg+352 42 124 76 [email protected]

Per OhlinAssociate Partner, Private Equity, Tax+352 42 124 [email protected]

Nicolas GilletPartner, Transfer Pricing Leader+352 42 124 [email protected]

Christophe JoosenPartner, Private Equity, Tax+352 42 124 [email protected]

Maria SchererAssociate Partner, Financial Services Tax, Global Compliance & Reporting+352 42 124 [email protected]

Sylvie LeickPartner, People Advisory Services Leader+352 42 124 [email protected]

Vincent RemyPartner, Asset Management, Tax+352 42 124 [email protected]

Patricia Gudino JonasPartner, Real Estate, Tax+352 42 124 [email protected]

Adriana Boixados PrioAssociate Partner, Private Equity, Tax+352 42 124 [email protected]

John HamesPartner, Digital Tax Leader+352 42 124 [email protected]

Olivier LambertAssociate Partner, Indirect Tax+352 42 124 [email protected]


Transaction Advisory ServicesChristophe VandendorpePartner, Transaction Advisory Services Leader+352 42 124 [email protected]

Alp SenSenior Manager, Transaction Advisory Services, Real Estate+352 42 124 [email protected]

Advisory – Risk, Regulation and Performance Improvement

Olivier MaréchalPartner, Financial Services Advisory Leader+352 42 124 [email protected]

Rafael AguileraPrincipal, Asset ManagementAdvisory Leader +352 42 124 [email protected]

Ajay BaliAssociate Partner, Advisory Services+352 42 124 [email protected]

Karel SlajsAssociate Partner, Risk & Regulatory Assurance+352 42 124 [email protected]

Brice LecousteyPartner, Advisory and Digital Leader +352 42 124 83 [email protected]


EY | Assurance | Tax | Transactions | Advisory

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aif club - ernst & young · 2020. 5. 26. · 2 i ey alternative investment funds club -...

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