The LPEA Insights

In this final episode, we've reversed the roles: our interviewers, Vincent Quittre and Boris Lemiegre, have become... the interviewees! For the occasion, we had the pleasure of welcoming Stéphane Pesch, CEO of LPEA, as our special guest interviewer. With his deep insight into the private equity industry in Luxembourg, Stéphane brings a rich and relevant perspective that closes the series on an...

In this new episode of Chat GP Tax, Boris and Vincent had the pleasure of welcoming Steve Idrissou, International Tax Advisor at ATOZ Tax Advisers to discuss the latest developments in Luxembourg tax law aimed at attracting talent and reinforcing Luxembourg’s position as a premier investment fund hub. The conversation focused on:• The new bill of law on the carried interest regime.• The new impatr...

In this new episode, Boris and Vincent had the pleasure of welcoming Romain Boisset from Tikehau Capital. They dove deep into the tax structuring of investment funds and underlying deals, with a focus on:• Structuring depending on the type of fund (private equity, real estate, debt) and vehicles, including securitization vehicles• Choosing between tax opaque and tax transparent vehicles, including...

In this fifth episode, we had the privilege to welcome Magnus Pantzar, the Global Head of Tax and Structuring at EQT. We discussed the role of the tax function within a PE group, with a focus on:• The inclusion of the tax team in the decision-making process;• Dealing with tasks internally and outsourcing;• The position of Luxembourg within the group;• The evolution of the tax function in a globali...

We welcome David Mussche, associate director at Howden Tax & Contingent Risks, to discuss tax insurance, notably:- What tax insurance is and how it differs from W&I- How established is the tax insurance market in Luxembourg compared to other jurisdictions?- How and when can it be useful for the Luxembourg private equity sector and its sponsors?- The underwriting process- The terms and cond...

For this third episode, Valentina Pavlova, head of tax at FundRock Luxembourg explores with us the tax functions at a third-party AIFM/ManCo. The discussion includes: - Tax governance and oversight (from onboarding to exit)- Interaction with foreign sponsors (and familiarising them with applicable local requirements and regulations)- Managing key topics and risks such as ATAD 2, DAC 6, FATCA/CRS,...

Our new guest, Kevin Annicchiarico, Legal counsel at Vedihold shares his experience acting as legal counsel for LPs investing in Luxembourg investment funds and especially:- The negotiation of the legal documentation (with a focus on tax components)- Ensuring tax compliance of the GP and other LPs- Ensuring appropriate structuring to avoid certain local filing obligations- KYCHere again, implement...

Philippe Nowak, Tax Director at Triton Partners, shares his insights about the tax function at the GP level. The topics discussed are:- Increasing amount of tax compliance obligations;- Navigating between different levels from investors, portfolio companies to assets;- Interacting with the Luxembourg (and local) tax authorities. The role of tech and AI to simplify the execution of those compliance...

In this fourth episode of the Fund Financing Podcast, we explore one of the earliest and most widely used tools in fund finance: subscription lines, also known as capital call facilities or equity bridge facilities. Host Delphine Gomes (BSP) is joined by Rashida Benhalima (Simons & Simons), Pierre Even (Banque de Luxembourg), and Yves Wampach (Spuerkeess) to discuss how subscription lines work...

Welcome back to the Fund Financing Podcast! In this episode, host Diana Konrad (A&O Shearman Luxembourg) is joined by fund finance experts Crystal Zheng (ING Luxembourg), Simon Veron (RBS International), and Thomas Tomasic (Dechert Luxembourg LLP) for an in-depth discussion on the current state of the fund finance market and what lies ahead. 💡 What you’ll learn in this episode: • Why the fund...

Welcome to Episode 2 of the LPEA Fund Financing Podcast Series, an initiative of the LPEA Technical Committee on 𝐏𝐄 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐧𝐠 / 𝐋𝐞𝐠𝐚𝐥, focused on the fund finance landscape in Luxembourg. Hosted by Delphine Gomes (BSP), this episode features:- Ana Bramao (Elvinger Hoss Prussen)- Tiago Ventura Mendes (Linklaters)The discussion explores the different financing solutions available under Luxembourg la...

Welcome to the first episode of the LPEA Fund Financing Podcast Series, focused on the fund finance landscape in Luxembourg. Hosted by Ana Bramao (Partner, Elvinger Hoss Prussen), this episode features:- Margaux Felix (Counsel, Clifford Chance Luxembourg)- Aurélien Favier (Head of Fund Legal PE / RE, Pictet)The discussion sets the scene for fund financings in Luxembourg, covering:- Luxembourg’s po...

In this final episode, Maria Karekla, Arendt Investor Services, speaks with Graham Wilcox, BNY, about why strong investor communication is at the heart of transfer agency. They explore the TA’s role as the “vital link” between the fund and its investors, from day-to-day liaison and query handling to regulatory reporting and AGM preparation. Graham explains how clear, timely and accurate communicat...

In this episode, Maria Karekla, Arendt Investor Services and guest Nathalie Stift, J.P. Morgan, break down two essential liquidity processes in the fund lifecycle: share redemptions and income distributions. They explain how and when investors can redeem shares, the difference between open-ended and closed-ended funds, the impact of liquidity, and the TA’s role in executing and recording these tra...

In this episode, Maria Karekla, Arendt Investor Services, is joined by Lhora Campbell, BNY, to demystify the share register—one of the most essential legal records in transfer agency. They explain what the register contains, why accuracy and timeliness are critical, and how updates, ownership changes, and investor details must be carefully verified and documented. The conversation highlights best...

In this first episode, Maria Karekla, Arendt Investor Services, and guests Ngoc Phung Lu-Rochow, Pandoo, and Giovanni Vincenzo Serricchio, Brown Brothers Harriman, explore the fundamentals of the Luxembourg fund industry and the central role of Transfer Agents. Using simple examples, they explain what a fund is, how different parties work together, and why the TA is the key link between investors...

In the final episode of our cybersecurity awareness podcast series Milan (CMS) returns to guide us through the crucial phase of remediation. After discussing prevention and mitigation in previous episodes, we now explore what to do  after  a cyber-attack—how to recover, assess damage, and strengthen your organisation’s cyber resilience for the future.

In this second episode of our cybersecurity awareness podcast series with Milan (CMS). we now shift focus to mitigation, and what steps to take  during  a cyber-attack to minimize damage and protect your firm. Learn practical strategies and legal insights to help you stay prepared when the unexpected happens.

In this kickoff episode of our cybersecurity awareness series, LPEA is joined by Milan Dans, a cybersecurity-focused lawyer from CMS Luxembourg. Together, we explore the crucial first step in cybersecurity: prevention. Learn how to proactively safeguard your organisation against cyber threats, reduce vulnerabilities, and build a resilient security framework. This is the first of a three-part serie...

Neue Regulierungen: was bedeutet das für den PE Fondsstandort Luxemburg? Webinar organisiert von BAI & LPEA   Agenda:   Eröffnung durch LPEA und BAI (5min): Stephane Pesch, CEO, LPEA Frank Dornseifer, CEO, BAI Update BMF  Schreiben zum Investmentsteuergesetz (15min): Marco Simonis, Partner, Clifford Chance  Neuerungen zum grenzüberschreitenden Fondsvertrieb (35min) Moderato...

17.06.2021 Webinar with the participation of Anja Grenner (TMF Group), Oliver Bertrand (EY), Sylwester Janik (Cogito Capital), Rafał Celej (Kondracki Celej Adwokaci)

16.06.2021  Luxembourg Stories: Interview with Gilles Mougenot (Argos Wityu Partners)

Interview of Jason Mulvihill, Chief Operating Officer & General Counsel of the  American Investment Council, a US policy body which represents the US Private Equity sector. Interview conducted by Stephane Pesch, CEO of the LPEA, in the context of LPEA's AGM. Recorded on June 8th 2021.

Our webinar brings four different young professional profiles who made their way through the Private Equity sector in Luxembourg for a conversation about challenges they faced and the opportunities ahead. With the participation of Manon Aubry (RSM Financial Services), William Matthew Britten (Ocorian), Laurent Hengesch (Ilavska Vuillermoz Capital) and Jeffrey Kolbet (Elvinger Hoss Prussen). Hosted...

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