17th annual international conference on private investment ... pif 201… · peter h gilman simpson...

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A conference co-presented by the IBA Private Investment Funds Subcommittee of the IBA Investment Funds Committee and the American Bar Association Business Law Section’s Federal Regulation of Securities Committee Hedge Funds Subcommittee, supported by the IBA European Regional Forum 17th Annual International Conference on Private Investment Funds 6–8 March 2016, InterContinental London Park Lane, London, England In its 17th year, this leading conference brings together top legal, business and fund professionals from around the globe to analyse the current market and future of private investment funds, and the prospects of changes and updates to regulatory and tax regimes, among other current topics. This interactive conference will, as always, feature a mix of plenary sessions and focused workshop sessions. Headline conference sponsors Plenary session topics include: Current trends in marketing private funds General counsel perspectives on the state of the industry Regulatory enforcement trends • Activist funds Current trends in manager mergers and acquisitions: seed and strategic deals Workshop session topics include: Current terms: private equity funds Current terms: hedge funds Separately managed accounts and single investor funds Gatekeepers, placement agents and funds of funds • Remuneration Fund spotlight: debt and distressed funds Fund spotlight: shadow banking funds Fund spotlight: real estate funds Alternative registered funds Update on legal developments: in selected principal fund jurisdictions in the EU and offshore Update on AIFMD implementation BOOK NOW AT WWW.IBANET.ORG/CONFERENCES/CONF681.ASPX UP TO 12 CPD/CLE HOURS AVAILABLE* REGISTER BEFORE 5 FEBRUARY 2016 TO RECEIVE EARLY REGISTRATION DISCOUNTS

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Page 1: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

A conference co-presented by the IBA Private Investment Funds Subcommittee of the IBA Investment Funds Committee and the American Bar Association Business Law Section’s Federal Regulation of Securities Committee Hedge Funds Subcommittee, supported by the IBA European Regional Forum

17th Annual International Conference on Private Investment Funds 6–8 March 2016, InterContinental London Park Lane, London, England

In its 17th year, this leading conference brings together top legal, business and fund professionals from around the globe to analyse the current market and future of private investment funds, and the prospects of changes and updates to regulatory and tax regimes, among other current topics.

This interactive conference will, as always, feature a mix of plenary sessions and focused workshop sessions.

Headline conference sponsors

Plenary session topics include:

• Current trends in marketing private funds

• General counsel perspectives on the state of the industry

• Regulatory enforcement trends

• Activist funds

• Current trends in manager mergers and acquisitions: seed and strategic deals

Workshop session topics include:

• Current terms: private equity funds

• Current terms: hedge funds

• Separately managed accounts and single investor funds

• Gatekeepers, placement agents and funds of funds

• Remuneration

• Fund spotlight: debt and distressed funds

• Fund spotlight: shadow banking funds

• Fund spotlight: real estate funds

• Alternative registered funds

• Update on legal developments: in selected principal fund jurisdictions in the EU and offshore

• Update on AIFMD implementation

BOOK NOW AT WWW.IBANET.ORG/CONFERENCES/CONF681.ASPX UP TO 12 CPD/CLE

HOURS AVAILABLE*

REGISTER BEFORE 5 FEBRUARY 2016 TO RECEIVE EARLY

REGISTRATION DISCOUNTS

Page 2: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

ProgrammeConference Co-ChairsBarry Barbash Willkie Farr & Gallagher, New York; Subcommittee Vice-Chair, American Bar Association Business Law Section’s Federal Regulation of Securities Committee Hedge Funds SubcommitteeStephanie R Breslow Schulte Roth & Zabel, New York

Organising CommitteeJohn Broadhurst Shartsis Friese, San Francisco, CaliforniaKees Groffen De Brauw Blackstone Westbroek, AmsterdamDaniel Lavon-Krein Kirkland & Ellis International, New YorkMarco Masotti Paul Weiss Rifkind Wharton & Garrison, New York; Chair, IBA Private Investment Funds SubcommitteePaul N Roth Schulte Roth & Zabel, New York; Subcommittee Chair, American Bar Association Business Law Section’s Federal Regulation of Securities Committee Hedge Funds SubcommitteeRebecca Silberstein Debevoise & Plimpton, New York; Senior Vice-Chair, IBA Investment Funds CommitteeStephen Sims Skadden Arps Slate Meagher & Flom, London; Senior Vice-Chair, IBA Private Investment Funds SubcommitteePatricia Volhard P+P Pöllath + Partners, Frankfurt

0800 – 1745 Registration

0800 – 0830 Welcome coffee/tea

0830 – 0845 Welcome and IntroductionStephanie Breslow

0845 – 1000 Plenary session one

Current trends in marketing private fundsThis panel will examine current trends in marketing private funds, including the impact of a more regulated environment in Europe, and a number of other jurisdictions. Topics will include the interaction between the national private placement regimes and the AIFMD passport in Europe, the approaches managers are taking to marketing in Europe including in relation to reverse solicitation, the impact of US legislation and regulatory initiatives, and how potential developments may affect marketing in the future.

ModeratorChristopher Braunack Kirkland & Ellis International, London

SpeakersPeter H Gilman Simpson Thacher & Bartlett, LondonMichael S Hong Paul Weiss, New YorkMichael McDonough Permal Group, London

1000 – 1030 Coffee/tea break

1030 – 1145 Plenary session two

General counsel perspectives on the state of the industryThis panel will address the issues general counsels of large fund complexes are facing in the current marketplace and their views on the state of the industry, including regulatory challenges, investor expectations and evolving investment strategies.

ModeratorDavid Efron Schulte Roth & Zabel, New York

SpeakersSusanne Clark General Counsel, Managing Director, Centerbridge, New YorkFred Fogel The Baupost Group, Boston, Massachusetts Scott Kislin Chief Legal Officer, Hutchin Hill Capital, New YorkEric Komitee General Counsel, Viking Global Investors, New York

Monday 7 March

Headline social event sponsors

1800 – 2000 Welcome receptionGrays Suite, InterContinental London Park Lane

Sunday 6 March

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1145 – 1300 First workshop sessions

Workshop 1

Current terms: private equity fundsThis workshop will focus on hot topics in structuring and negotiating private equity funds in the current market, primarily focusing on the state of certain key terms. Participants will contrast the viewpoints of both limited partner investors and general partner sponsors, including with respect to transparency, offsets, fees and expenses, key-person provisions and the role and authority of the limited partner advisory committee.

SpeakersAmran Hussein Paul Weiss, New YorkDavid King The Carlyle Group, Washington DCAmanda Persaud Wachtell Lipton Rosen & Katz, New YorkJoe Smith Schulte Roth & Zabel, New York Sol Wifa Willkie Farr & Gallagher, London

Workshop 2

Current terms: hedge fundsThis workshop will discuss current hedge fund terms in the evolving hedge fund market. It will cover current trends in fees and liquidity terms, new and/or improved disclosures, particularly with respect to expense allocations, and transparency requirements. Additionally, the workshop will cover recent legislation and developments in side letters, and fund structures.

SpeakersAshley Gunning Walkers, Cayman IslandsBradley Howard Sidley Austin, Chicago, Illinois Richard Perry Simmons & Simmons, LondonEric Wagner Kleinberg Kaplan, New York

Conference reception (6 March) sponsors

Workshop 3

Separately managed accounts and single investor fundsThis workshop will focus on current terms and trends in structuring and negotiating separately managed accounts. Topics will include structuring alternatives, economic terms, side pockets, segregated withdrawal assets, redemption and liquidity rights, termination rights, exculpation and indemnification, transparency and other issues.

SpeakersErica Berthou Debevoise & Plimpton, New YorkJohn Caccia Skadden Arps Slate Meagher & Flom, New YorkMichael A Gerstenzang Cleary Gottlieb Steen & Hamilton, New York Sean J Hill Proskauer Rose, Boston, MassachusettsWilliam Sturman Covington & Burling, New York

Workshop 4

Gatekeepers, placement agents and funds of fundsThis workshop will explore the unique issues faced by general partners, limited partners and gatekeepers in managing fund and separate account investments by discretionary and non-discretionary advised accounts. Special issues include allocating investment and co-investment opportunities, transparency and confidentiality of fund and portfolio company information and beneficial owner identity, bundling of investor rights and economic benefits, the impact of ILPA, and transparency of economic arrangements.

SpeakersJanet Bauman Hamilton Lane, Philadelphia, Pennsylvania Ronald Friend JP Morgan, LondonMary Hornby Abbot Capital Management, New YorkLeor Landa Davis Polk & Wardwell, New York

Monday continued

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Monday continued

Workshop 5

RemunerationRecent regulatory initiatives have sought to influence remuneration policies and practices of alternative investment fund managers. This workshop will focus on the requirements imposed on managers by the AIFM Directive in the EU, including governance and disclosure requirements, and their impact on managers’ flexibility.

SpeakersLora Froud Macfarlanes, LondonTim Lewis Travers Smith, LondonAlistair Woodland Clifford Chance, London

1300 – 1430 Lunch

1430 – 1545 Plenary session three

Regulatory enforcement trendsRegulators throughout the world, and the SEC in particular, have continued to focus significant time and attention on the operations of private funds and their managers. Over the past year, some of the best known alternative asset managers have settled well publicised enforcement cases with the SEC. This panel will focus on recent regulatory and enforcement actions aimed at alternative asset managers and the funds they advise. Topics will include recent insider trading prosecution, developments in the law of fiduciary duty and the regulatory focus on conflicts of interest, valuation, cross-trades, custody of assets, use of consultants and expense and trade allocations. Panellists will also consider potential liability of legal and chief compliance officers for compliance failures and shortcomings.

ModeratorAmelia Cottrell Willkie Farr & Gallagher, New York

SpeakersStephanie Biggs Travers Smith, LondonBarry Goldsmith Gibson Dunn & Crutcher, Washington DCTram N Nguyen Stroock & Stroock & Lavan, Washington DCJahan Raissi Shartsis Friese, San Francisco, California

1545 – 1615 Coffee/tea break

1615 – 1745 Second workshop sessions

Workshop 6

Fund spotlight: debt and distressed fundsThis workshop will focus on unique structuring issues associated with credit funds (including distressed debt funds). Topics will include structuring alternatives, trends regarding fee structures and liquidity provisions, ECI/withholding tax considerations, custody issues, special valuation considerations and planning for securitisations.

SpeakersAlex Amos Macfarlanes, LondonHeather Cruz Skadden Arps Slate Meagher & Flom, New YorkMichael Halford King and Wood Mallesons, LondonStuart Leblang Akin Gump Strauss Hauer & Feld, New York

Workshop 7

Fund spotlight: shadow banking fundsIncreasingly, investment funds lend directly to companies and perform bank-like activities. How do regulators deal with these funds? How will the regulatory landscape develop? How do the funds deal with the lack of liquidity and where do they get their expertise?

SpeakersJacques Elvinger Elvinger Hoss & Prussen, Luxembourg; Co-Chair, IBA Investment Funds CommitteeJames Frolik Shartsis Friese, San Francisco, CaliforniaSean Donovan-Smith K&L Gates, London

Workshop 8

Fund spotlight: real estate fundsThis workshop will focus on terms and regulation of real estate funds. Topics will include trends in structuring and marketing of real estate funds.

SpeakersJuan Carlos Machuca Uría Menéndez, LondonChristian Schmies Hengeler Mueller, Frankfurt am MainEdward Sopher Gibson Dunn & Crutcher, New YorkJoshua Sternoff Paul Hastings, New York

Conference reception (7 March) sponsor Conference refreshment break sponsor Conference luncheon sponsor

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Monday continued

Workshop 9

Alternative registered fundsThis workshop will take a close look at alternative asset funds registered as investment companies under the US Investment Company Act of 1940. Specific topics considered will include: the keys to successful marketing; the principal challenges managing the assets of a registered alternatives fund; governance considerations; and the continuing wariness of regulators towards alternative registered funds.

SpeakersStephen H Bier Dechert, New York Rajib Chanda Simpson Thacher & Bartlett, New York Sean Graber Morgan Lewis, Philadelphia, Pennsylvania

Workshop 10

Update on legal developments: in selected principal fund jurisdictions in the EU and offshoreAlternative investment funds have grown in size and complexity, including in terms of investment parameters and in terms of structure, over the last decade. At the same time, regulatory requirements have increased substantially in the various jurisdictions involved, sometimes with conflicting approaches and requirements. This panel will compare and contrast the regulatory environment (e.g. governance and compliance issues) applicable to fund managers and the funds in the principal jurisdictions in which funds and fund managers are established and also discuss the impact of such regulatory environment on crossborder structures.

SpeakersChristopher Anderson Carey Olsen, Guernsey Hermann Beythan Linklaters, Luxembourg Iain McMurdo Maples and Calder, Cayman IslandsMark Newman 3i, London

Workshop 11

Update on AIFMD implementationAgainst the background that: (i) the third country passport is not (yet) available; (ii) private placement into the EU is( becoming more) difficult; and (iii) reverse solicitation presents challenges; this workshop will provide an overview of marketing and alternate structuring solutions for third country (US) managers, including third party AIFM solutions, parallel funds and master/feeder solutions. In addition, we will discuss how managers are dealing with the AIFMD requirements.

SpeakersAnn G Baker Gide Loyrette Nouel, ParisGregg Beechey Fried Frank, LondonDavid Crosland Carey Olsen, GuernseyClaude Niedner Arendt & Medernach, Luxembourg

1745 – 1945 Cocktail ReceptionBallroom 3, InterContinental London Park Lane

Exhibitors

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Tuesday 8 March

0800 – 1715 Registration

0800 – 0830 Welcome coffee/tea

0830 – 0945 Plenary session four

Activist fundsThis panel will explore the unique challenges of managing activist funds, including the choice between hedge, hybrid and private equity structures; the use and structure of one-off and pooled co-investment structures, including SPVs and managed accounts; regulatory filings; MNPI; investor concerns about confidentiality and reputational risk; and the rise of ‘constructive’ activism.

ModeratorStephen Fraidin Pershing Square, New York

SpeakersRichard M Brand Cadwalader Wickersham & Taft; New York Louis G Hering Morris Nichols Arsht & Tunnell, DelawareJosh Targoff Third Point, New York

0945 – 1030 Keynote speechMichael Chertoff Executive Chairman and Co-Founder, The Chertoff Group, Washington DC

1030 – 1100 Coffee/tea break

1100 – 1215 Plenary session five

Current trends in manager mergers and acquisitions: seed and strategic deals This panel will address the issues and trends relating to acquisitions, minority investments, joint ventures and spin off transactions in the alternative asset management industry. In addition, it will explore developments in seeding arrangements and will consider the impact of regulation on structuring considerations. This panel will discuss the different players both in terms of emerging/developing managers looking for seeding, emerging sources of seed capital for sector-specific funds and the practical issues in negotiating seeding arrangements.

ModeratorJoseph D Glatt General Counsel, Apollo Capital Management, New York

SpeakersWhitney A Chatterjee Sullivan & Cromwell, New YorkChristopher Ewan Fried Frank Harris Shriver & Jacobson, New YorkJordan Murray Debevoise & Plimpton, New YorkPeter Vaglio The Blackstone Group, New York

1215 – 1345 Lunch

1345 – 1500 Plenary session six

Cybersecurity and AML and disaster recovery This panel will examine current issues around the increasing threat of cyber-attacks and how it affects private equity firms, their investors and portfolio companies. Many, particularly large, asset managers are facing daily attacks on their systems and have recently been forced to increase their budgets to protect highly sensitive data and ensure that enhanced disaster recovery plans are in place. Topics will include steps taken by private equity firms to ensure that data is protected; what firms are starting to do in order to ensure that their portfolio companies also follow best practices and what policies and procedures are in place to ensure the foregoing. The panellists will also discuss the regulatory focus on cybersecurity, including the SEC’s recent announcement that cybersecurity will be an examination/audit priority for 2016.

ModeratorTBC

SpeakersNorman Champ Partner, Kirkland & Ellis and former Director of Investment Management at the SEC, New YorkRichard Cumbley Linklaters, LondonChristina Lema Vista Equity Partners, San Francisco, CaliforniaMax Rijkenberg PAAMCO, London

1500 – 1515 Closing remarksBarry Barbash

1515 – 1545 Coffee/tea break

Kindly supported by

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Tuesday continued

1545 – 1715 Third workshop sessions

Workshop 12

Current terms: private equity fundsThis workshop will focus on hot topics in structuring and negotiating private equity funds in the current market, primarily focusing on the state of certain key terms. Participants will contrast the viewpoints of both limited partner investors and general partner sponsors, including with respect to transparency, offsets, fees and expenses, key-person provisions and the role and authority of the limited partner advisory committee.

SpeakersAmran Hussein David King Amanda Persaud Joe Smith Sol Wifa

Workshop 13

Current terms: hedge fundsThis workshop will discuss current hedge fund terms in the evolving hedge fund market. It will cover current trends in fees and liquidity terms, new and/or improved disclosures, particularly with respect to expense provisions, and transparency requirements. Additionally, the workshop will cover recent developments in side letters, fund governance and fund structures.

SpeakersAshley Gunning Bradley Howard Richard PerryEric Wagner

Workshop 14

Separately managed accounts and single investor fundsThis workshop will focus on current terms and trends in structuring and negotiating separately managed accounts. Topics will include structuring alternatives, economic terms, side pockets, segregated withdrawal assets, redemption and liquidity rights, termination rights, exculpation and indemnification, transparency and other issues.

SpeakersErica BerthouJohn Caccia Michael A Gerstenzang Sean J Hill William Sturman

Workshop 15

RemunerationRecent regulatory initiatives have sought to influence remuneration policies and practices of alternative investment fund managers. This workshop will focus on the requirements imposed on managers by the AIFM Directive in the EU, including governance and disclosure requirements, and their impact on managers’ flexibility.

SpeakersLora Froud Tim Lewis Alistair Woodland

Workshop 16

Update on AIFMD implementationAgainst the background that: (i) the third country passport is not (yet) available; (ii) private placement into the EU is( becoming more) difficult; and (iii) reverse solicitation is not a strategy; this workshop will provide an overview of alternate structuring solutions for third country (US) managers, including third party AIFM solutions, parallel funds and master/feeder solutions. In addition, we will discuss how managers are dealing with the AIFMD requirements.

SpeakersAnn G Baker Gregg BeecheyDavid Crosland Claude Niedner

Continuing Professional Development/Continuing Legal Education*The number of CPD/CLE hours available may vary depending on the rules applied by the members’ bar association/law society on time recording criteria.

For conference delegates from jurisdictions where CPD/CLE is mandatory, the IBA will provide a Certificate of Attendance for the conference. Subject to CPD/CLE requirements, this can be used by conference delegates to obtain the relevant number of hours’ accreditation.

A CPD/CLE Certificate of Attendance is available to conference delegates on request. Please ask at the IBA conference registration desk for information on how to obtain the certificate.

Page 8: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

InformationDate6–8 March 2016

VenueInterContinental London Park LaneOne Hamilton PlacePark LaneLondon W1J 7QYUnited KingdomTel: +44 (20) 7409 3131Fax: +44 (20) 7493 3476www.intercontinental.com

LanguageAll working sessions and conference materials will be in English.

How to registerRegister online by 29 February at www.ibanet.org/conferences/conf681.aspx and make payment by credit card, to avail of the ten per cent online registration discount or complete the attached registration form and return it to Sophie Boudoc at the IBA together with your payment. You should receive emailed confirmation of your registration within five days; if you do not then please contact Sophie Boudoc at [email protected].

FeesOnline registrations received:

on or before until 5 February 29 February

IBA/ABA member £860 £950

Non-member* £995 £1,085

Young lawyers (under 30 years) £645 £1,085

Academics/judges (full-time) £645 £1,085

Public lawyers £645 £1,085

Corporate counsel £775 £1,085

After 29 February registrations must be received in hard copy at the IBA office.

Hard copy registration forms and fees received:

on or before after 5 February 5 February

IBA/ABA member £955 £1,055

Non-member* £1,105 £1,205

Young lawyers (under 30 years) £715 £1,205

Academics/judges (full-time) £715 £1,205

Public lawyers £715 £1,205

Corporate counsel £860 £1,205

*By paying the non-member fee, we welcome you as a delegate member of the IBA for the year in which this conference is held, which entitles you to the following benefits:1) Password access to certain parts of the IBA website.2) Receipt of IBA E-news and access to online versions of IBA Global Insight.3) Pay the member rate for any subsequent conference registrations for

this calendar year.

If you would like to become a full or general member of the IBA, which includes membership of one committee or more – and inclusion in and access to our membership directory – we encourage you to do so now in order to register for this conference at the member rate. Full details of how to join can be found at www.ibanet.org.

A reduced rate is offered to lawyers who are over the age of 65, have been an IBA member for more than 20 years and are no longer practising law.

Full payment must be received in order to process your registration.

Fees include:• Attendance at all working sessions• Conference materials, including any available speakers’ papers

submitted to the IBA before 26 February.• Access to the above conference working materials from the IBA website

(www.ibanet.org) approximately seven days prior to the conference• Access to mobile delegate search application• Buffet lunch on 7 and 8 March• Tea and coffee during breaks• Welcome reception on Sunday 6 March• Cocktail reception on Monday 7 March• UK VAT at 20 per cent

Please note that registrations are not transferable.

List of participantsIn order for your name to appear in the list of participants, which will be distributed at the conference, your registration form must be received by 29 February at the latest.

Mobile delegate search applicationAll registered delegates will receive a printed list of participants at the conference; however delegates are now also able to use the mobile delegate search. This application has been developed to aid networking by giving delegates instant access to an up-to-date list of their fellow attendees, and comes with the added benefit of a built-in messaging service. All registered delegates with an internet or Wi-Fi-enabled device will have access, using their IBA username and password. Simply visit: m.ibanet.org/conf681.

Registration confirmationAll documentation regarding your attendance at the conference can now be obtained from the IBA website. Upon receipt of your payment for the conference a confirmation email will be sent containing instructions on how to download the documents. Registration confirmation will not bedistributed by post.

Photography and filmingCertain sessions and/or social functions may be photographed and/or filmed and some of this content may be used for future IBA marketing materials, member communications, products or services. Should you have any concerns with regard to this, or do not wish to be featured in any of these materials please contact the IBA Marketing Department on [email protected].

Promotional literaturePlease note that no individual or organisation may display or distribute publicity material or other printed matter during the conference, unless by prior arrangement with the IBA. Organisations and companies wishing to discuss promotional opportunities should contact the SponsorshipDepartment at the IBA ([email protected]).

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Travel arrangements and visasParticipants are responsible for making their own travel arrangements. It is recommended that you check your visa requirements with your local embassy or consulate. We are unable to dispatch visa invitation letters to support your visa application prior to receipt of yourregistration form and full payment of registration fees.

Please apply for your visa in good time.

Payment of registration feesPounds sterling: by cheque drawn on a UK bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom.

OR by bank transfer to the IBA account number: 13270222 (Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB05NWBK56000313270222. Please ensure that a copy of the bank transfer details is attached to your registration form.

Euro: by cheque or bank draft, drawn on a euro zone bank and converted at the current rate of exchange and in favour of the International Bar Association.

OR by bank transfer to the IBA bank account number 550/00/06570631(Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB58NWBK60721106570631. Please ensure that a copy of the bank transfer details is attached to your registration form.

Use the exchange rate prevailing at the time of registration.

US dollars: by cheque converted at the current rate of exchange and drawn on a US bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom.

OR by bank transfer to the IBA account number: 01286498 (Sort Code 56-00-03) at the National Westminster Bank, St James’s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom. SWIFT address NWBKGB2L, IBAN GB55NWBK60730101286498. Please ensure that a copy of the bank transfer details is attached to your registration form.

Use the exchange rate prevailing at the time of registration.

Credit card payments: by Visa, MasterCard or American Express. No other cards are accepted.

PLEASE ENSURE THAT YOUR NAME AND ‘CONF681LONDON’APPEAR ON ANY TRANSFER OR DRAFT.

No deductions or withholdingsAll fees payable to us by you in accordance with the terms contained in this ‘Information’ section shall be paid free and clear of all deductions or withholdings whatsoever.

If any deductions or withholdings are required by law to be made from any fees payable to us by you under the terms contained in this ‘Information’ section you shall pay such sum as will, after the deduction or withholding has been made, leave us with the same amount as we would have beenentitled to receive in the absence of any such requirement to make a deduction or withholding.

If we obtain the benefit of any tax credit or other relief by reference to any such deductions or withholdings, then we shall repay to you such amount as, after such repayment has been made, will leave us in no worse position than we would have been had no such deductions or withholdings been required.

Conference sell-outsThe IBA places its conference in venues of a suitable size for the event; however there are times when our conferences may sell out. Should this happen, prospective delegates will be informed and a waiting list will operate. The waiting list will function on a ‘first come, first served’ basis,subject to receiving registered delegate cancellations. The IBA will not be liable for any travel or accommodation expenses incurred by an individual who travels to the conference without a confirmed place at the event.

Cancellation of registrationIf cancellation is received in writing at the IBA office by 12 February 2016, fees will be refunded less a 25 per cent administration charge. We regret that no refunds can be made after this date. Registrations received after 12 February 2016 will not be eligible for any refund of registration fees.

Provided you have cancelled your registration to attend an IBA conference in accordance with the terms of the ‘cancellation of registration’ clause included in the ‘Information’ section of the relevant conference programme, you must then confirm to us in writing at the IBA office as soon as possible but in no event later than one year (12 calendar months) from the date of any such conference all necessary details to enable any reimbursement owed to you to be paid. We regret that no refunds will be made after the date that is one year (12 calendar months) after the date of the relevant conference.

Hotel accommodationThe IBA has reserved a limited number of guestrooms for the nights of 6–7 March at the InterContinental London Park Lane at the following rates:

Classic Single/Double: £295 per room, per night

This rate is exclusive of breakfast, tax and service charges

Subject to availability, the rates quoted apply if booked by 4 March via the official accommodation agent, Judy Lane Consulting (JLC). This is a limited block of rooms so please book early as rates and availability cannot be guaranteed. To make a reservation:

Complete the ‘Accommodation form’ and return to JLC as soon as possible to benefit from the special IBA rate:

JLCTel: +44 (0) 1293 888 352Fax: +44 (0) 870 912 2511Email: [email protected]

All reservations will be acknowledged, by email, within 48 hours of receipt.Bookings cannot be made without a credit card number. Any subsequent amendment to your reservation must be made in writing to JLC. If you do not receive email confirmation of your reservation or amendment/cancellation, please contact JLC by telephone. Subject to availability, JLC can accept reservations up until 4 March. Thereafter, all reservations should be made direct with the hotel, quoting ‘IBA Conference’ as the reference.

Cancellations may be made up until 72 hours prior to the date of arrival.Please note that in the event of any cancellations or no-shows, the full amount will be charged to the individual guest’s credit card given at the time of booking.

By completing the ‘Accommodation form’, you enter into an agreement with the hotel regarding credit card guarantees, cancellation/no-show terms and conditions and room rates. Neither the IBA nor JLC can accept responsibility for hotel accommodation disputes between a delegate and the hotel.

Disabled accessThe InterContinental London Park Lane is wheelchair accessible. Please notify us if you require special assistance.

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The organisers may at any time, with or without giving notice, in their absolute discretion and without giving any reason, cancel or postpone the conference, change its venue or any of the other published particulars, or withdraw any invitation to attend. In any case, neither the organisers nor any of their officers, employees, agents, members or representatives shall be liable for any loss, liability, damage or expense suffered or incurred by any person, nor will they return any money paid to them in connection with the conference unless they are satisfied not only that the money in question remains under their control but also that the person who paid it has been unfairly prejudiced (as to which, decision shall be in their sole and unfettered discretion and, when announced, final and conclusive).

Social programme

Sunday 6 March

1800 – 2000 Welcome receptionGray’s Suite, InterContinental London Park Lane

Monday 7 March

1745 – 1945 Cocktail receptionBallroom 3, InterContinental London Park Lane

Washington DC will give the 2016 IBA Annual Conference the perfect blend of opportunities for business, cultural

exploration and to develop a unique set of new contacts. This mix makes Washington DC an ideal location for the

world’s leading conference for international lawyers.

WHAT WILL WASHINGTON DC 2016 OFFER YOU? • Access to the world’s best networking and business development event for lawyers –

with over 6,000 lawyers and legal professionals attending from around the world

• Up-to-date knowledge of the key developments in your area of the law – with nearly 200 working sessions covering all areas of practice

• The opportunity to generate new business with the leading fi rms from around the globe

• Up to 25 hours of continuing legal education and continuing professional development

• A variety of social functions providing ample opportunity to network and see the city’s famous sights

OFFICIAL CORPORATE SUPPORTER

ANNUAL CONFERENCE OF THE INTERNATIONAL BAR ASSOCIATIONWASHINGTON MARRIOTT WARDMAN PARK, WASHINGTON DC, USA

TO REGISTER YOUR INTEREST: Visit: www.ibanet.org/Conferences/Washington2016.aspx

Email: [email protected]

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Registration form

17th Annual International Conference on Private Investment Funds

6–8 March 2016, InterContinental London Park Lane, London, England

Please read the ‘Information’ section before completing this form and return it together with your payment to Sophie Boudoc at the address overleaf.

Personal details (Please attach your business card or write in block capitals)

Title _____________ Given name __________________________________________ Family name _________________________________________________

Name and country to be shown on badge (if different from above) __________________________________________________________________________

IBA/ABA membership number (if applicable) ______________________________________________________Date of birth____________________________

Firm/company/organisation ___________________________________________________________________________________________________________

Address ____________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________________

Tel___________________________________________________________Fax ___________________________________________________________________

Email ______________________________________________________________________________________________________________________________

Special dietary requirements __________________________________________________________________________________________________________

TO OBTAIN A TEN PER CENT DISCOUNT ON THE FEES BELOW, PLEASE REGISTER BY 29 FEBRUARY ONLINE AT WWW.IBANET.ORG/CONFERENCES/CONF681.ASPX.

IBA/ABA MEMBERS CAN REGISTER ONLINE BY 5 FEBRUARY FOR £860 PLEASE SEE ‘INFORMATION’ FOR FURTHER ONLINE REGISTRATION DETAILS.

Hard copy registration forms and fees received: on or before 5 February after 5 February amount payable

IBA/ABA member £955 £1,055 £

Non-member* £1105 £1,205 £

Young lawyers (under 30 years) £715 £1,205 £

Academics/judges (full-time) £715 £1,205 £

Public lawyers £715 £1,205 £

Corporate counsel £860 £1,205 £

TOTAL AMOUNT PAYABLE £

A REDUCED RATE IS OFFERED TO LAWYERS WHO ARE OVER THE AGE OF 65, HAVE BEEN AN IBA MEMBER FOR MORE THAN 20 YEARS AND ARE NO LONGER PRACTISING LAW. PLEASE CONTACT THE IBA OFFICE FOR FURTHER INFORMATION.

*JOIN THE IBA TODAY AND REGISTER FOR THIS CONFERENCE AT THE IBA MEMBER RATE. PLEASE FIND THE MEMBERSHIP APPLICATION FORM AT WWW.IBANET.ORG.

FULL PAYMENT MUST BE RECEIVED IN ORDER TO PROCESS YOUR REGISTRATION. PLEASE NOTE THAT REGISTRATIONS ARE NOT TRANSFERABLE.

Payment details

I enclose a cheque/bank draft made payable to the IBA for the total amount payable.

I have transferred to the IBA bank account the total amount payable and have attached a copy of the bank transfer details.

Please charge the total amount due to my (delete as appropriate) Visa/MasterCard/American Express. Other cards are not accepted.

Card number ______________________________________________________________ Start date _______________ Expiry date ______________________

Name of cardholder _________________________________________________________________________________________________________________

Signature _________________________________________________________________ Date ____________________________________________________

Page 12: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

IBA listings are provided to relevant third parties for marketing purposes. The IBA will treat your personal information with the utmost respect and in accordance with UK

data privacy laws.

If you are agreeable to passing on your details, please tick this box

If you do not wish to receive IBA information and materials, please tick this box

Your details will however be included in the list of participants.

Please send the completed form to:

International Bar Association

Sophie Boudoc

4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom

Tel: +44 (0)20 7842 0090 Fax: +44 (0)20 7842 0091

Email: [email protected] www.ibanet.org

For office use only Payment ______________________ Banked _______________________Processed_____________

Workshop sessions

Space at the workshop sessions is limited and places will be allocated on a first-come, first-served basis. If you do not indicate your chosen sessions at the time of registration for the conference then your place will be allocated at the conference on an availability basis only. The organisers reserve the right to change or cancel sessions.

Please use the workshop number to indicate your first and second choice for each set of workshop sessions.

First workshop sessions: Monday 7 March 1145 – 1300

Workshop 1 Current terms: private equity funds

Workshop 2 Current terms: hedge funds

Workshop 3 Separately managed and single investor funds

Workshop 4 Gatekeepers, placement agents and funds of funds

Workshop 5 Remuneration

1st Choice ________________________________________________________2nd Choice ______________________________________________________

Second workshop sessions: Monday 7 March 1615 – 1745

Workshop 6 Fund spotlight: debt & distressed funds

Workshop 7 Fund spotlight: shadow banking funds

Workshop 8 Fund spotlight: real estate funds

Workshop 9 Alternative registered funds

Workshop 10 Update on legal developments: offshore fund domiciles

Workshop 11 Update on AIFMD implementation

1st Choice ________________________________________________________2nd Choice ______________________________________________________

Third workshop sessions: Tuesday 8 March 1545 – 1715

Workshop 12 Current terms: private equity funds

Workshop 13 Current terms: hedge funds

Workshop 14 Separately managed and single investor funds

Workshop 15 Remuneration

Workshop 16 Update on AIFMD implementation

1st Choice ________________________________________________________2nd Choice ______________________________________________________

Where did you first hear about this conference?

IBA CONFERENCE OTHER CONFERENCE DIRECT MAIL INTERNET ADVERTISEMENT

EMAIL EDITORIAL RECOMMENDATION OTHER

Please provide further details, quoting code (if applicable)

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Page 13: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

Accommodation form17th Annual International Conference on Private Investment Funds

6–8 March 2016, InterContinental London Park Lane, London, England

Please refer to the ‘Hotel accommodation’ section before completing this form

RETURN TO: JLC TEL: +44 (0) 1293 888 352 FAX: +44 (0) 870 912 2511 EMAIL: [email protected]. SUBJECT TO AVAILABILITY, JLC CAN ACCEPT RESERVATIONS UP UNTIL 4 MARCH.

THEREAFTER, PLEASE CONTACT THE HOTEL DIRECT, QUOTING ‘IBA CONFERENCE’ AS THE REFERENCE.

Personal details (Please attach your business card or write in block capitals)

Title _____________ Given name _________________________________________ Family name _________________________________________________

Firm/company/organisation ___________________________________________________________________________________________________________

Address ____________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________________________________

Tel ___________________________________________________________ Fax _________________________________________________________________

Email ______________________________________________________________________________________________________________________________ (Please print clearly as your reservation will be confirmed by email. If you do not receive confirmation of your reservation, please contact JLC by telephone.)

Accommodation requirements

Arrival date ______________________________________________________ Departure date ___________________________________________________

Single: £295 Double: £295

This rate is per room, per night and excludes breakfast, tax and service charges

Any special requirements _____________________________________________________________________________________________________________ (We will do our best to accommodate these requests but cannot make any guarantees.)

CANCELLATIONS MAY BE MADE UP UNTIL 72 HOURS PRIOR TO THE DATE OF ARRIVAL. PLEASE NOTE THAT IN THE EVENT OF ANY CANCELLATIONS AFTER 72 HOURS OR NO-SHOWS, THE FULL AMOUNT

WILL BE CHARGED TO THE INDIVIDUAL GUEST’S CREDIT CARD GIVEN AT THE TIME OF BOOKING.

Accommodation guarantee

Reservations cannot be made without a valid credit card number (Visa, MasterCard, American Express and Diners Club are accepted).

Card number ______________________________________________________________ Start date _______________ Expiry date ______________________

Name of cardholder _________________________________________________________________________________________________________________

Signature _________________________________________________________________ Date ____________________________________________________

BY COMPLETING THE ‘ACCOMMODATION FORM’, YOU ENTER INTO AN AGREEMENT WITH THE HOTEL REGARDING CREDIT CARD GUARANTEES, CANCELLATION/NO-SHOW TERMS AND CONDITIONS AND ROOM RATES. NEITHER THE IBA OR JLC

CAN ACCEPT RESPONSIBILITY FOR HOTEL ACCOMMODATION DISPUTES BETWEEN A DELEGATE AND THE HOTEL.

For official use only

Date form recd ________________________________________________________________ Date registration __________________________________________________________

Confirmation number __________________________________________________________ Comments _______________________________________________________________

Page 14: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

Advert space

About the American Bar Association

With more than 400,000 members, the American Bar Association (ABA) is the largest voluntary professional membership organisation in the world. As the national voice of the legal profession in the United States, the ABA works to improve the administration of justice, promotes programs that assist to build public understanding around the world of the importance of the rule of law.

ABA Business Law Section overviewThe mission of this Section is to serve the public, its members and the profession by furthering the development and improvement of business law, educating members in business law and related professional responsibilities, and helping Section members to serve their clients competently, efficiently and professionally.

Committee on the Federal Regulation of Securities overviewA committee of the ABA Business Law Section with over 2,600 members, this group deals with the development and application of the federal securities laws. In this connection, it interacts with the US Securities and Exchange Commission, the Public Company Accounting Oversight Board (PCAOB) and the various self-regulatory organisations (SROs), such as the New York Stock Exchange and the Financial Industry Regulatory Authority (FINRA). The committee monitors legal developments, comments on SEC, interpretations with the applicable securities regulators. The committee also publishes positions papers, provides practical guidance to its members and conducts programs andforums covering topical securities law issues.

Section publicationsPublished four times a year, The Business Lawyer is the premier business law journal in the country. It provides scholarly, in-depth information on case law analysis, developing trends and annotated listings of recent literature.Only the Harvard Law Review has been cited in other law reviews more often than The Business Lawyer. Section membership includes a print edition of each new issue and unlimited online access to current and past issues through the Section’s website. Business Law Today is the section’s monthly web-based publication, draws upon the best of the Section’s resources, it includes featured articles, timely information from committee newsletters, original meeting materials and audio and other information from around the Section. Stay informed on the latest business law practicenews and information that will benefit you and your clients. Visit the Business Law Today website atwww.businesslawtoday.org.

MembershipMembership in the ABA and the Business Law Section is open to US Attorneys practicing abroad. Associate membership is also available for lawyers who are not admitted to a US jurisdiction. Visit www.ambar.org to join or contact the ABA at +1 (312) 988-5000. Full information on the Section can be found at www.ababusinesslaw.org.

Contact information:ABA Business Law Section321 N Clark Street Chicago, IL 60654, United StatesEmail: [email protected]

30–31 JANUARY 2016 THE PEACE PALACE, THE HAGUELegal Challenges of Modern Warfare

3–5 FEBRUARY 2016 PALACE HOTEL, TOKYO, JAPAN IBA/ABA International Cartel Workshop

8–9 FEBRUARY 2016 ETC. VENUES MONUMENT LONDON, ENGLAND 5th Annual IBA Taxation Conference

11–12 FEBRUARY 2016 THE WESTIN PARIS – VENDÔME, PARIS, FRANCE 4th IBA European Corporate and Private M&A Conference

29 FEBRUARY – 1 MARCH 2016 CLARIDGE’S, LONDON, ENGLAND 21st Annual International Wealth Transfer Practice Law Conference

2 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINAYoung Practitioners’ Symposium

3 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINAAsia Pacific Arbitration Group Meeting: The influence of IBA Rules and Guidelines on the practice of international arbitration involving Chinese parties

3–4 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINA 19th Annual IBA International Arbitration Day

6–8 MARCH 2016 INTERCONTINENTAL, LONDON, ENGLAND 17th Annual International Conference on Private Investment Funds

9–11 MARCH 2016 SHERATON HOTEL, RIO DE JANEIRO, BRAZIL Biennial IBA Latin American Regional Forum Conference

10–11 MARCH 2016 SINGAPORE2nd IBA Asia-based International Financial Law Conference

18–19 MARCH 2016 THE TAJ MAHAL PALACE, MUMBAI, INDIAThe Changing Landscape of M&A in India

7–8 APRIL 2016 HOTEL DE ROME, BERLIN, GERMANY 7th World Women Lawyers’ Conference

14–15 APRIL 2016 COPENHAGEN, DENMARK 8th Annual Real Estate Investment Conference

14–15 APRIL 2016 THE FOUR SEASONS, MEXICO CITY, MEXICO IBA Annual Employment and Discrimination Law Conference 2016: The new world of work – are workplace laws keeping up with global and regional trends?

17–20 APRIL 2016 WALDORF ASTORIA, NEW YORK, USA Biennial Conference of the Section on Energy, Environment, Natural Resources and Infrastructure Law 2016: Challenges in the 21st Century – New Issues on the Horizon

21–22 APRIL 2016 JOHANNESBURG, SOUTH AFRICAAfrica – Opportunities and Challenges in M&A Transactions

27–29 APRIL 2016 SAN FRANCISCO, USA IBA Annual Litigation Forum

3 MAY 2016 NEW YORK CITY, USAThe Future is Here: Insights and Experiences from Today’s Law Firm Innovators

8–10 MAY 2016 WALDORF ASTORIA, NEW YORK, USA27th Annual Conference on the Globalisation of Investment Funds

11–13 MAY 2016 PANAMA CITY, PANAMA 19th Annual IBA Transnational Crime Conference

16–17 MAY 2016 JW MARRIOTT HOTEL, MEXICO CITY, MEXICO 12th IBA Competition Mid-Year Conference

16–17 MAY 2016 DUBAI INTERNATIONAL FINANCIAL CENTRE, DUBAI, UAEDispute Resolution in the Arab Region

17–18 MAY 2016 JW MARRIOTT, WASHINGTON DC, USA32nd Annual IBA/IFA Joint Conference on International Franchising

18–20 MAY 2016 HILTON, ATHENS, GREECE 33rd International Financial Law Conference

22–24 MAY 2016 MILAN, ITALY 22nd Annual IBA Global Insolvency and Restructuring Conference

24–25 MAY 2016 BARCELONA, SPAIN 2nd IBA Global Entrepreneurship Conference: Getting the Right Partners on Board of a Growth Company

25–26 MAY 2016 BARCELONA, SPAIN 11th Annual Bar Leaders’ Conference

3–4 JUNE 2016 SAN FRANCISCO, USA 4th Annual World Life Sciences Conference

6–7 JUNE 2016 ROME, ITALY 4th Mediterranean Conference

6–7 JUNE 2016 SOFITEL GRAND, AMSTERDAM, THE NETHERLANDS 27th Annual Communications and Competition Conference

7–8 JUNE 2016 THE PLAZA, NEW YORK, USA 15th Annual International Mergers & Acquisitions Conference

15–16 JUNE 2016 OECD, PARIS, FRANCE 14th Annual Anti-Corruption Conference

23–24 JUNE 2016 OSLO, NORWAY Opportunities and Challenges for the Oil & Gas Business: from a North Sea and Atlantic Perspective

29 JUNE – 1 JULY 2016 LONDON, ENGLAND 2nd Annual IBA Investing in Africa Conference

18–23 SEPTEMBER 2016 WASHINGTON DC, USAIBA Annual Conference 2016

OFFICIAL CORPORATE SUPPORTER

14–16 OCTOBER 2016 ST REGIS, FLORENCE, ITALY 20th Annual Competition Conference

27–28 OCTOBER 2016 TEL AVIV, ISRAEL 2nd Annual Mergers and Acquisitions in the Technology Sector Conference

Full and further information on upcoming IBA events for 2016 can be found at: bit.ly/IBAConferences

Conferences 2016International Bar Association

Page 15: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

30–31 JANUARY 2016 THE PEACE PALACE, THE HAGUELegal Challenges of Modern Warfare

3–5 FEBRUARY 2016 PALACE HOTEL, TOKYO, JAPAN IBA/ABA International Cartel Workshop

8–9 FEBRUARY 2016 ETC. VENUES MONUMENT LONDON, ENGLAND 5th Annual IBA Taxation Conference

11–12 FEBRUARY 2016 THE WESTIN PARIS – VENDÔME, PARIS, FRANCE 4th IBA European Corporate and Private M&A Conference

29 FEBRUARY – 1 MARCH 2016 CLARIDGE’S, LONDON, ENGLAND 21st Annual International Wealth Transfer Practice Law Conference

2 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINAYoung Practitioners’ Symposium

3 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINAAsia Pacific Arbitration Group Meeting: The influence of IBA Rules and Guidelines on the practice of international arbitration involving Chinese parties

3–4 MARCH 2016 PUDONG SHANGRI-LA HOTEL, SHANGHAI, CHINA 19th Annual IBA International Arbitration Day

6–8 MARCH 2016 INTERCONTINENTAL, LONDON, ENGLAND 17th Annual International Conference on Private Investment Funds

9–11 MARCH 2016 SHERATON HOTEL, RIO DE JANEIRO, BRAZIL Biennial IBA Latin American Regional Forum Conference

10–11 MARCH 2016 SINGAPORE2nd IBA Asia-based International Financial Law Conference

18–19 MARCH 2016 THE TAJ MAHAL PALACE, MUMBAI, INDIAThe Changing Landscape of M&A in India

7–8 APRIL 2016 HOTEL DE ROME, BERLIN, GERMANY 7th World Women Lawyers’ Conference

14–15 APRIL 2016 COPENHAGEN, DENMARK 8th Annual Real Estate Investment Conference

14–15 APRIL 2016 THE FOUR SEASONS, MEXICO CITY, MEXICO IBA Annual Employment and Discrimination Law Conference 2016: The new world of work – are workplace laws keeping up with global and regional trends?

17–20 APRIL 2016 WALDORF ASTORIA, NEW YORK, USA Biennial Conference of the Section on Energy, Environment, Natural Resources and Infrastructure Law 2016: Challenges in the 21st Century – New Issues on the Horizon

21–22 APRIL 2016 JOHANNESBURG, SOUTH AFRICAAfrica – Opportunities and Challenges in M&A Transactions

27–29 APRIL 2016 SAN FRANCISCO, USA IBA Annual Litigation Forum

3 MAY 2016 NEW YORK CITY, USAThe Future is Here: Insights and Experiences from Today’s Law Firm Innovators

8–10 MAY 2016 WALDORF ASTORIA, NEW YORK, USA27th Annual Conference on the Globalisation of Investment Funds

11–13 MAY 2016 PANAMA CITY, PANAMA 19th Annual IBA Transnational Crime Conference

16–17 MAY 2016 JW MARRIOTT HOTEL, MEXICO CITY, MEXICO 12th IBA Competition Mid-Year Conference

16–17 MAY 2016 DUBAI INTERNATIONAL FINANCIAL CENTRE, DUBAI, UAEDispute Resolution in the Arab Region

17–18 MAY 2016 JW MARRIOTT, WASHINGTON DC, USA32nd Annual IBA/IFA Joint Conference on International Franchising

18–20 MAY 2016 HILTON, ATHENS, GREECE 33rd International Financial Law Conference

22–24 MAY 2016 MILAN, ITALY 22nd Annual IBA Global Insolvency and Restructuring Conference

24–25 MAY 2016 BARCELONA, SPAIN 2nd IBA Global Entrepreneurship Conference: Getting the Right Partners on Board of a Growth Company

25–26 MAY 2016 BARCELONA, SPAIN 11th Annual Bar Leaders’ Conference

3–4 JUNE 2016 SAN FRANCISCO, USA 4th Annual World Life Sciences Conference

6–7 JUNE 2016 ROME, ITALY 4th Mediterranean Conference

6–7 JUNE 2016 SOFITEL GRAND, AMSTERDAM, THE NETHERLANDS 27th Annual Communications and Competition Conference

7–8 JUNE 2016 THE PLAZA, NEW YORK, USA 15th Annual International Mergers & Acquisitions Conference

15–16 JUNE 2016 OECD, PARIS, FRANCE 14th Annual Anti-Corruption Conference

23–24 JUNE 2016 OSLO, NORWAY Opportunities and Challenges for the Oil & Gas Business: from a North Sea and Atlantic Perspective

29 JUNE – 1 JULY 2016 LONDON, ENGLAND 2nd Annual IBA Investing in Africa Conference

18–23 SEPTEMBER 2016 WASHINGTON DC, USAIBA Annual Conference 2016

OFFICIAL CORPORATE SUPPORTER

14–16 OCTOBER 2016 ST REGIS, FLORENCE, ITALY 20th Annual Competition Conference

27–28 OCTOBER 2016 TEL AVIV, ISRAEL 2nd Annual Mergers and Acquisitions in the Technology Sector Conference

Full and further information on upcoming IBA events for 2016 can be found at: bit.ly/IBAConferences

Conferences 2016International Bar Association

Page 16: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

Advert space

International Bar Associationthe global voice of the legal profession

The International Bar Association (IBA), established in 1947, is the world’s leading organisation of international legal practitioners, bar associations and law societies. The IBA influences the development of international law reform and shapes the future of the legal profession throughout the world. It has a membership of more than 80,000 individual lawyers and more than 190 bar associations and law societies spanning over 160 countries and has considerable expertise in providing assistance to the global legal community.

Grouped into two divisions – the Legal Practice Division and the Public and Professional Interest Division – the IBA covers all practice areas and professional interests, providing members with access to leading experts and up-to-date information. Through the various committees of the divisions, the IBA enables an interchange of information and views among its members as to laws, practices and professional responsibilities relating to the practice of law around the globe. Additionally, the IBA’s world-class conferences provide unrivalled professional development and network-building opportunities for international legal practitioners, senior business professionals, regulators and government officials.

IBA Investment Funds Committee overviewFuelled by the global move to defined contribution pensions with much-enhanced investor education and expectations of increased service through cyberspace, a growing breed of lawyers is needed who are familiar with cross-border and globalisation issues.

The Investment Funds Committee provides a convenient forum for its members to consider current developments in the global investment funds industry, including both regulatory and product development. It also produces an annual newsletter for its members. The committee has also established the Private Investment Funds Subcommittee. The subcommittee focuses on specialised collective investment vehicles such as venture capital, real estate, hedge, leveraged buy-out and commodity funds.

IBA European Regional Forum overviewThe European Regional Forum was established in 1989 to provide a focus originally on the work undertaken by the IBA in developing the practice under changing legal systems of lawyers in Eastern and Central Europe. The forum was also intended to act as a channel for IBA communication with the bar associations of these local lawyers.

Since 2004 the forum has been developing and strengthening the existence of the IBA within the whole of Europe by promoting the goals of the IBA to members, non-members and others, disseminating professional know-how, and assisting the committees and other constituencies of the IBA to increase their presence in the different sub-regions of Europe, including parts of North Africa and the Middle East.

The goals of the forum include addressing current and long-term needs of professional organisations and individual members within the geographical reach of the forum, as well as increasing membership and participation in the IBA and integrating them within the organisation. The forum will also facilitate cross-border activity between lawyers and bars in different European countries. The forum has a particular focus on cross-disciplinary activities.

The forum seeks to facilitate relevant networking and information/experience sharing opportunities and encompasses the social and collegial interests of both members and potential members with other regional fora, the Corporate Counsel Forum and the Young Lawyers Committee and all LPD committees in general.

At present the forum has 7,700 members and its numbers continue to increase as it becomes one of the most integrated and dynamic fora of the IBA.

Contact informationInternational Bar Association4th Floor, 10 St Bride Street, London EC4A 4AD, United KingdomTel: +44 (0)20 7842 0090 Fax: +44 (0)20 7842 0091 Email: [email protected] www.ibanet.org

NEW YORK

CAYMAN

BVI

LONDON

BELFAST

GUERNSEY

JERSEY

LUXEMBOURG

THE NETHERLANDS

CYPRUS

MAURITIUS

SINGAPORE

HONG KONG

WWW.AUGENTIUS.COM

USBrendan Tyne

+1 917 484 [email protected]

EMEAJ.P. Harrop

+44 20 7397 [email protected]

ASIAAlexander Traub+65 6420 6991

[email protected]

We are trusted by some of the biggest Private Equity and Real Estate Funds in the world to provide tailor-made, bulletproof

fund administration, depositary and compliance services

AUGENTIUS

Page 17: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

NEW YORK

CAYMAN

BVI

LONDON

BELFAST

GUERNSEY

JERSEY

LUXEMBOURG

THE NETHERLANDS

CYPRUS

MAURITIUS

SINGAPORE

HONG KONG

WWW.AUGENTIUS.COM

USBrendan Tyne

+1 917 484 [email protected]

EMEAJ.P. Harrop

+44 20 7397 [email protected]

ASIAAlexander Traub+65 6420 6991

[email protected]

We are trusted by some of the biggest Private Equity and Real Estate Funds in the world to provide tailor-made, bulletproof

fund administration, depositary and compliance services

AUGENTIUS

Page 18: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

here.

If you want a more enterprising approach to fund business, there’s one place you should look...

guernseyfinance.com

Guernsey offers the experience, the infrastructure and the intellectual capital to deliver innnovative fund solutions for any market, in any asset class. We combine a breadth and depth in management, administration, custody and structural innovation that is second to none, with a wide non-executive director resource, as well as a first class, well regulated professional infrastructure.

Make Guernsey your first port of call.

Telephone: +44 (0) 1481 720071 Email: [email protected]

BANKING • FUNDS • INSURANCE • PRIVATE WEALTH

Page 19: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

here.

If you want a more enterprising approach to fund business, there’s one place you should look...

guernseyfinance.com

Guernsey offers the experience, the infrastructure and the intellectual capital to deliver innnovative fund solutions for any market, in any asset class. We combine a breadth and depth in management, administration, custody and structural innovation that is second to none, with a wide non-executive director resource, as well as a first class, well regulated professional infrastructure.

Make Guernsey your first port of call.

Telephone: +44 (0) 1481 720071 Email: [email protected]

BANKING • FUNDS • INSURANCE • PRIVATE WEALTH

Page 20: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

www.kirkland.com

Kirkland & Ellis International LLP is proud to support the

17th AnnualInternational Conference on

Private Investment Funds

Beijing • Chicago • Hong Kong • Houston • London • Los AngelesMunich • New York • Palo Alto • San Francisco • Shanghai • Washington, D.C.

Page 21: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

SHANGHAI

19F, ONE LUJIAZUI68 Yin Cheng Road MiddleShanghai 200120 P.R.China

Tel: (86 21) 3135 8666Fax:(86 21) 3135 8600

BEIJING

UNIT 401, China Resources BuildingNo.8 Jianguomenbei Avenue

Beijing 100005 P.R.ChinaTel: (86 10) 8519 2266Fax:(86 10) 8519 2929

HONGKONG

Suite 1503-04, ICBC Tower3 Garden Road

Central, Hong KongTel: (852) 2969 5300Fax:(852) 2997 3385

[email protected]

WE LINK LOCAL LEGAL INTELLIGENCE WITH THE WORLD

Asset Management Prac ce

- Establishment and acquisi on of fund management companies

in Mainland China and Hong Kong

- Advising on structuring and establishing retail funds and private funds

- Retail funds distribu on license applica on in Mainland China

- Legal and compliance services for retail funds and private funds opera ons

A CLEAR MARKET LEADER

IN ASSET MANAGEMENT PRACTICE IN CHINA

- Advising on China inbound and outbound investments

(QFII, RQFII, QDII, QDIE and QDLP regimes)

- Advising funds inves ng through Shanghai - Hong Kong Stock Connect

- Mainland and Hong Kong Mutual Recogni on of Funds (MRF)

- Hedge funds and private equity funds

- Dispute resolu on of funds and other asset management products

Page 22: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

Need help with fund formation?

Loyens & Loeff is a leading Luxembourg law firm providing comprehensive and

fully integrated legal and tax advice in relation to fund structuring. We assist our

clients in the structuring and implementation of alternative funds pursuing all major

investment strategies including private equity, real estate, hedge, infrastructure,

mezzanine, healthcare, renewable and alternative energy as well as UCITS.

Our investment management practice is the largest in the Benelux, including one of the

largest teams in Luxembourg, offering a full range of investment management services.

Contact: Loyens & Loeff Luxembourg S.à r.l., 18-20 rue Edward Steichen, L-2540 Luxembourg, T +352 466 230

www.loyensloeff.lu

Page 23: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

Need help with fund formation?

Loyens & Loeff is a leading Luxembourg law firm providing comprehensive and

fully integrated legal and tax advice in relation to fund structuring. We assist our

clients in the structuring and implementation of alternative funds pursuing all major

investment strategies including private equity, real estate, hedge, infrastructure,

mezzanine, healthcare, renewable and alternative energy as well as UCITS.

Our investment management practice is the largest in the Benelux, including one of the

largest teams in Luxembourg, offering a full range of investment management services.

Contact: Loyens & Loeff Luxembourg S.à r.l., 18-20 rue Edward Steichen, L-2540 Luxembourg, T +352 466 230

www.loyensloeff.lu

Page 24: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

BVI / CAYMAN ISLANDS / GUERNSEY / HONG KONG / JERSEY / LONDON mourantozannes.com

"Mourant Ozannes is 'an exceptional firm, with particularly impressive strength in depth'"Legal 500 2015

"The standout firm in terms of investment funds" and "They are consistently excellent performers in all areas".Chambers & Partners 2016

Local expertise. International reputation.

Mourant Ozannes has an international reputation in offshore investment funds. We advise on the formation, structuring and regulation of investment funds in the BVI, the Cayman Islands, Guernsey and Jersey and provide ongoing legal advice to offshore funds and fund managers. Our clients range from leading asset managers and fund promoters to start-up ventures.

For more information please visit mourantozannes.com/funds

Page 25: 17th Annual International Conference on Private Investment ... PIF 201… · Peter H Gilman Simpson Thacher & Bartlett, London Michael S Hong Paul Weiss, New York Michael McDonough

BVI / CAYMAN ISLANDS / GUERNSEY / HONG KONG / JERSEY / LONDON mourantozannes.com

"Mourant Ozannes is 'an exceptional firm, with particularly impressive strength in depth'"Legal 500 2015

"The standout firm in terms of investment funds" and "They are consistently excellent performers in all areas".Chambers & Partners 2016

Local expertise. International reputation.

Mourant Ozannes has an international reputation in offshore investment funds. We advise on the formation, structuring and regulation of investment funds in the BVI, the Cayman Islands, Guernsey and Jersey and provide ongoing legal advice to offshore funds and fund managers. Our clients range from leading asset managers and fund promoters to start-up ventures.

For more information please visit mourantozannes.com/funds