EU Financial Instruments: Equity, Quasi-Equity, Loans and Guarantees

Advanced Workshop

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27-28 November 2017 | London


If you have any questions in regards to the programme or you would like to get any additional information, please contact Hella Baumeister.



Overview

Whereas many public bodies have used loans and guarantees in the past, the current engagement with the private sector requires new ways of financing and the EU monies are subsequently used to provide support for innovative investments by way of loans, guarantees, or equity. Many Managing Authorities have finished their ex-ante assessments and decided to introduce equity instruments or broaden their use.
Our experts will help you understand what are the next steps for an efficient establishment of the financial instruments:
  • What kind of funding agreement is suited best for what situation?
  • How to design equity, quasi equity and guarantees and set up funds?
  • How to make sure that the financial instrument responds to the market need?
  • What are the requirements of State aid law for equity, quasi equity and guarantees?
  • What if my project does not align with the risk finance guidelines? How to notify the financial instruments against the treaty?
  • How to comply with the procurement requirements, and how to design legally sound competitive calls?
  • What are the advantages and challenges of equity and convertible loans?

Programme


Two-days workshop on financial instruments focusing on equity, quasi equity, convertible loans and guarantees. This workshop will be performed on advanced level and includes several practical case studies.

  • Overview and current developments of the various EU financial instruments and access to risk finance in the current programming period
  • Advantages of equity and quasi equity investments assisting companies in the early stages of the development, i.e. seed, startup and early expansion stages
  • Financial intermediaries and the links to State aid and public procurement requirements
  • Investments for sustainable urban development and experiences
  • Financing Research, Innovation and Development by institutional investing in venture capital
  • The co-investment facility
  • Early Stage Funds and ERDF co-financing
  • Risk assessment

Methodology


You will be actively involved in the training. The sessions will combine presentations, case studies and discussion on practical problems. You will have ample opportunities to present your own problematic issues and discuss them with the speakers and participants from other Member States.
Do you want to ensure, that our experts cover the topics most interesting for you? Just send us your cases and questions in advance. We will forward them to our speakers who will include your issues the programme and answer them during the training.
All information concerning your problems and cases will be treated confidentially.

Why you should participate?
  • Receive practical, first hand advice by representatives of the European institutions, national managing authorities as well as financial intermediaries and holding funds.
  • Learn how to tackle implementation challenges
  • Ask all questions about the next steps after your institution has decided to use equity or quasi equity.
  • Meet experienced experts from European, national and regional authorities and learn how to ensure proper management of your new instruments.
  • Ensure proper legal compliance and get prepared for audit procedures
  • Become acquainted with national best practices
  • Profit from excellent networking opportunities when meeting EU Funds experts from all over Europe
Who should participate?

 

The workshop is tailored to those bodies who have already performed their ex-ante assessment (or are about to do so), decided to design financial instruments and struggle with the next steps.

Experts responsible for:  
  • Design of Financial Instruments
  • Legal environment for the development of seed fund and financial flows  
  • Business finance
  • Risk management
in:
  • ERDF and ESF Managing, Audit and Certifying Authorities and Intermediate Bodies
  • Holding and Development Funds
  • Financial Intermediaries

ESI Funds experts involved in the design and implementation of FI in public authorities such as:

  • National ministries for finance and the economy
  • National and regional development banks
  • Regional and local governments
  • City councils
  • National and Regional Development Agencies for Economic Growth
  • Private banks and other financial institutions
  • Research Instituts

Lawyers and consultants specialized in public affairs advising the above institutions

 


 


Workshop Material - No need to miss anything!

If you were unable to make it to the workshop and/or conference you may want to order a copy of the printed material including the access data to all presentations shown during the events. The price is € 199,- (each, excl. of VAT). If interested, please contact Hella Baumeister.

 
 
 

EStIF
European Structural and Investment Funds Journal
Publication frequency: quarterly
approx. 80 pages
ISSN 21 96-82 68

Further information

EStAL
Journal
Publication frequency: quarterly
Subscription: € 442,-
ISSN 16 19-52 72

Further information