Bundesverband Alternative Investments e.V. (BAI)
03:00 - 03:10 PM
Short overview of the BAI's legal activities
Frank Dornseifer, Managing Director, BAI e.V.
03:10 - 03:35 PM
Fund distribution in times of ELTIF 2 and retailization (in German)
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What challenges will retail distribution face under the new ELTIF Regulation?
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What different distribution requirements apply to KVGs, intermediaries and insurance companies?
- What is the EU planning with the Retail Investment Strategy?
Dr. David Jansen, Partner, Willkie Farr & Gallagher
03:35 - 04:20 PM
AIFMD II: Regulatory changes and their impact on credit funds (in German)
- Effects of different leverage limits and risk retention on open-ended credit funds, in view of alternatives such as the ELTIF
- Liquidity management and redemption regime: CSSF administrative practice, structuring of products, requirement at AIFM level or at AIF level
- Need to adapt the AIFMD II requirements for processes and governance for loan originating funds, even for already authorized loan funds?
Dr. Kati Beckmann, Partner, Greenberg Traurig
Dr. Gregor Evenkamp, Partner, Clifford Chance
Dr. Constanze Jacobs, Head of German Office, Arendt & Medernach
Hans Stamm, Partner, Dechert LLP
Moderation: Frank Dornseifer, Managing Director, BAI e.V.
04:50 - 05:15 PM
Current developments in the taxation of investors in alternative investments (in German)
- Current developments in legislation, in particular the Minimum Taxation Act ("Pillar 2")
- News from the administration (in particular application decree on the new AStG)
- Compliance requirements
Ronald Buge, Partner, POELLATH
05:15 - 06:00 PM
Infrastructure - overview of German fund vehicles and comparison of tax and regulatory advantages and disadvantages (in German)
Jan Herrmann, Counsel, Osborne Clarke
Patricia Lakatos, Legal Counsel, Managing Director, Prime Capital AG
Dr. Gabriele Lange, Managing Director, Institutional Investment Partners
Max Sergelius, Team Head Product Legal, Aquila Capital Investmentgesellschaft mbH
Moderation: Frank Müller, Partner, McDermott Will & Emery