ALFI Seminar on Taxes for Investment

ALFI Seminar on Taxes for Investment 2024

We are proud to, once again, be sponsoring this year's ALFI Seminar on Taxes for Investment Funds, taking place on 23 October 2024.

Tax legislation is continuously evolving, and so is the tax framework applicable to investment funds. As a result, it is becoming more technical and complex. The programme for this half-day in-person conference will focus on some of the current and expected regulatory and legislative developments that have an impact on the general tax framework as well as on investment funds and fund structures more specifically.

Our Managing Partner, Keith O'Donnell, will be interviewing Jean-Paul Olinger, Director at Administration des Contributions Directes! Tax Partner, Andreas Medler, Tax Principal, Steve Idrissou, and Tax Director, Desislava Dimitrova, will be on the ground, and are looking forward to connecting with participants.

 

Agenda

14:00 - 14:15: Welcome address by ALFI

14:15 - 14:55: "Operational taxation" session, with Patrice Fritsch, Partner - EY, Judith Mertesdorf, Head of Global Fund Tax - Franklin Templeton International Services and Camille Perez, Tax Partner - PwC.

14:55 - 15:10: "Keynote speech: CJEU Germany art. 63 TFEU" with Olivier Schneider, Partner - KPMG Tax and Advisory.

15:10 - 16:00: "FASTER" session with, Vilma Domenicucci, Head of Tax - ALFIFrederic Batardy, Head of Tax transparency and Tax treaties - Ministère des Finances and Olivier Schneider, Partner - KPMG Tax and Advisory.

16:00 - 16:30: Networking coffee break

16:30 - 17:15: "The global minimum taxation: the OECD Pillar Two Model Rules and related EU Directive at work in investment fund structures - A follow-up" session with Philippe Ghekiere, Tax Partner - PwC, Enrico Campestrin, Head Tax - Swiss Life Asset Managers, and Pierre-Antoine Klethi, Tax Lawyer - Loyens & Loeff

17:15 - 17:50: Mr. Jean-Paul Olinger interview, with our very-own Managing Partner, Keith O'Donnell, as interviewer, and Jean-Paul Olinger, Director - Administration des Contributions Directes

17:50 - 19:00: Closing cocktail

More information here.

ATOZ Speaker