You are invited to our Breakfast Conference "Investments into debt : What directors should know" taking place on 23 March 2023 at the Novotel Luxembourg Kirchberg.

 

 

8:30 - 9:15 | REGISTRATION & WELCOME COFFEE

9:15 | CONFERENCE 
 

INVESTMENT STRATEGIES

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• Direct / primary lending vs. secondary lending

• Distressed debt

• Mezzanine (or subordinated) debt

• Purchase of securities on the secondary market

• Purchase of newly issued securities

 

REGULATORY CONSIDERATIONS 

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• Luxembourg regulatory framework

• Impact of foreign regulatory aspects 

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INVESTMENT VEHICLES 

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• “Ordinary” Luxembourg companies

• Luxembourg securitisation vehicles

• Luxembourg fund vehicles

 

TYPICAL INVESTMENT STRUCTURES 

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• Luxembourg fund with a Luxembourg investment platform

• Luxembourg fund with local investment vehicles

• Luxembourg securitisation structures 

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10:30 | COFFEE BREAK 

 

SUBSTANCE REQUIREMENTS 

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• The notion of substance

• Requirements from a Luxembourg and foreign perspective

• Best practice recommendations

 

TRANSFER PRICING CONSIDERATIONS 

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• What transactions are subject to the arm’s length principle?

• How to determine an arm’s length remuneration?

• Documentation requirements

 

POTENTIAL REPORTING OBLIGATIONS UNDER THE MANDATORY DISCLOSURE REGIME (DAC6) 

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• Hallmarks to consider

• Main benefit test

• Managing potential reporting obligations in practice

 

FROM 11:45 | QUESTIONS & ANSWERS / NETWORKING COFFEE 
 

 

> Speakers :

 

Adrian Sedlo, Managing Partner at Sedlo Law Firm Luxembourg 

Oliver R. Hoor, Tax Partner at ATOZ Tax Advisers Luxembourg 

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KEY INFORMATION

 

Date : 23 March 2023 
Time : Registration from 8:30 I Conference from 9:15 to 11:45 | Networking Coffee from 11:45
Location : Novotel Luxembourg Kirchberg I I 6, rue du Fort Niedergrünewald I Luxembourg