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

2 days Advanced Workshop

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12-13 November 2018 | Barcelona


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


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.

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.

 

  • Setting Up and Implementation of Financial Instruments
  • Structuring and Implementation of Loan Instruments
  • Structuring and Implementation of Guarantee Instruments
  • Regional equity funds and portfolio companies – The Fund Manager’s Perspective
  • Irregularities in Financial Instruments
  • Financial Instruments in connection with State Aid
  • Re-use of Resources Allocated of Financial Instruments
  • Rules for 2021-2027 programming period proposed by the European Commission

 

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
Banner State Aid Tax Measures Nov 2018 315x110

Banner Verification November 2018 Kopie

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

Further information


State Aid Practice for ESIF

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