EVCA Institute. Finance and Administration Course November Brussels, Belgium. Private Equity Management Training

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1 Private Equity Management Training Praise for Finance and Administration Course Most interesting topics in the PE environment are covered Finance and Administration Course November Brussels, Belgium Mr. Basel Aoun, Groupama Private Equity, France You are the Monopolist! (in good sense) Mr. Peter Kiselev, Quadriga Capital Russia, Russia Understand the challenges and learn how to avoid the pitfalls of managing a private equity back office on our Finance and Administration Course. This two-and-a-half-day course will provide you a detailed insight into the roles and responsibilities of a private equity fund s back office personnel, best practices in operating a back office, efficient reporting and the use of EVCA Guidelines. The Finance and Administration Course looks at: International Private Equity and Venture Capital Guidelines EVCA s Reporting Guidelines, looking at reporting best practices both from the fund manager s side as well as an investor s perspective EVCA s Governing Principles and Sound Practices for Establishment & Management of Private Equity and Venture Capital Funds Selection and implementation of fund administration software Benchmarking private equity performance Auditor s view on private equity Outsource or insource the middle and back office The course is delivered by senior executives and finance & legal professionals from companies including Deloitte, State Street, Sofinnova Partners and LGT Capital Partners. To book your place: Go online at For more information, please 1. institute@evca.eu 2. Call the EVCA Institute team on

2 David Bernard, Vice-President Investment Banking & Private Equity, Thomson Reuters (France) David Bernard is Vice-President at Thomson Reuters in charge of Thomson Reuters product strategy for the investment banking and private equity segments globally. Thomson Reuters is the world s leading source of intelligent information for businesses and professionals ( and its Investment & Advisory division provides information and decision support tools and integration services for portfolio managers, investment bankers, research analysts and executives. David joined Thomson early 2004 to head up Thomson s private equity business in Europe (then called Thomson Venture Economics). Prior to joining Thomson, he worked in strategy consulting at Arthur D Little in Paris and London, where he was in charge of the Corporate Finance Advisory Services practice, and specialised in buy -out, M&A and syndicated loan transactions. David has a Master of Science from Ecole Polytechnique in Paris where he specialised in Finance and Economics. Greg Branch, Partner, Deloitte LLP (Channel Islands) Greg Branch is the senior partner of Deloitte and has over 30 years experience in financial markets. He specialises in private equity clients and heads up our offshore private equity industry group. Greg is based in Jersey but has clients in a multitude of jurisdictions including United Kingdom, Scandinavia, France, North America, Switzerland and Germany. Greg is engagement audit partner for over twenty private equity clients including both managers and funds. His clients include country specific funds; large and medium LBO funds; mezzanine funds ; pan-european funds and fund of funds. He has experience with both IFRS and US GAAP reporting and has acted as Reporting Accountant on several fund raising events. Greg acts as quality assurance partner on several listed private equity funds listed in both CISX and Euronext. He is a valuation expert who has provided advice to private equity clients on portfolio company valuations and compliance with Industry valuation guidelines. Greg teaches on EVCA courses such as the Finance and Administration course, covering IFRS and US GAAP for private equity. Greg is a member of Deloitte s UK private equity industry group.

3 Barry Lawson, Managing Partner, Private Equity Consultancy LLP (United Kingdom) Barry is a solicitor with over 16 years experience in the private equity industry gained at 3i and Bridgepoint Capital. During this time he has been closely involved in raising 7 funds with total commitments of over 10bn. Barry now manages his own business, The Private Equity Consultancy LLP, which was formed in 2008 to act as an independent and flexible legal/ Compliance/ investor relations resource for the private equity industry. He is sought after as a speaker at national and international events and will this year speak conference organised by Private Equity International, Legal Week, Infoline, the EVCA and the BVCA. He is a member of the BVCA s Regulatory Committee and the ICAEW s Corporate Finance Faculty Technical Committee. Tony Piper, Director, 4Vco Ltd. (United Kingdom) 4vco is a London-based, niche consultancy firm that focuses 100% on the systems and operations of the private equity industry. Since it was founded in 2001, it has provided advice and support to over 80 private equity clients in 16 countries, including GPs, LPs, Funds of Funds and private equity administrators. 4vco currently employs four consultants and delivers a range of services from strategic advice, through software selection, system implementation and operational support. Iain Stokes, Head of Private Equity - Europe, State Street (Channel Islands) Iain trained and qualified as an accountant with BDO Binder in Guernsey and subsequently spent seven years with Guernsey International Fund Managers, part of Barings, before joining Mourant International Finance Administration (now part of State Street) in 2003 as head of its Guernsey office. Currently he heads State Street s European private equity business. In addition, Iain holds a range of board appointments of fund management and fund investment companies incorporated in Guernsey and other jurisdictions.

4 Sylvain Quagliaroli, Associate, Grant Thornton (France) Sylvain Quagliaroli (50) is currently partner at Grant Thornton in France. He joined the firm in 1974 and became a partner in From 1974 he worked for years as auditor, specializing in international assignments. During this period he gained a thorough knowledge of international financial reporting (both US GAAP and IAS). Since 1995, he specialized in financial reporting and due diligence work for M&A and private equity houses and private equity operations. Sylvain is devoting time for developing industry best practices, he is a permanent member of AFIC (French Venture Capital Association) s various task forces, including Professional Education to AFIC members; he was a member of the EVCA (European Venture Capital Association) s Valuation Guidelines for Private Equity and Venture Capital working group and he is currently a member of the CNC (French Accounting standard Board) task force Consolidation des OPCVM (Consolidation of mutual funds). He is a frequent lecturer in international financial reporting areas and private equity industry specific topics. Monique Saulnier, Managing Partner & CFO, Sofinnova Partners (France) Monique Saulnier is a Managing Partner and the CFO of Sofinnova Partners. She joined in 1983 to initially follow US funds. In 1988 she took responsibility for the administration of he investment funds and investor relations and became Chief Financial Officer of Sofinnova Partners in She has been active in building VC standards: She led the task force that produced the AFIC Guide: Valuations and Reporting in 2002, was actively involved in producing new accounting standards for FCPRs within the CNC (French accounting regulatory body) in 2004, in the production of the IPEV (International Private Equity Valuation board) guidelines in 2005 and in the EVCA reporting guidelines in She is a member of the IPEV board, a member of the Advisory Committee of the CNC and a member of the EC Tax Expert Group

5 Robert Schlachter, Principal / CFO Private Equity, LGT Capital Partners Ltd (Switzerland) Today LGT Capital Partners, Pfäffikon Principal, CFO Private Equity Programs Head of Client Reporting, Investment Monitoring and Finance / Control AB Electrolux Product Line Controller Financial controller of a worldwide operating Product Line / Group Business Sector, comprising over ten factories, 40 sales companies and approximately employees. Supporting the CEO of the Product Line / Group Business Sector and the individual companies in all financial matters Monitoring of financial performance of individual companies and joint ventures Involvement in international acquisition and divestment projects (e.g. co-ordination and/or performance of due diligence, company valuation, and participation at negotiations) Special projects Ciba-Geigy AG Group Internal Auditor Performance of operational audits within Group companies that were based both in Europe and Overseas Focus on assessment and improvement of management information systems, organization and internal routines Swissair AG Internship: Technical purchasing Robert Schlachter holds

6 Programme Tuesday 23 November Registration and Welcome Drink at Sofitel Le Louise (Avenue de la Toison d Or 40, 1050 Brussels) Dinner at Sofitel Le Louise (Avenue de la Toison d Or 40, 1050 Brussels) Wednesday 24 November Governing Principles I Barry Lawson, Managing Partner, Private Equity Consultancy LLP Coffee Break Governing Principles II Barry Lawson, Managing Partner, Private Equity Consultancy LLP Lunch Auditor s View Greg Branch, Partner, Deloitte LLP Coffee Break Auditor s View Greg Branch, Partner, Deloitte LLP Dinner at Resto.Bar (Rue du Pépin 39, 1000 Brussels)

7 Thursday 25 November 2010 Programme Valuation Guidelines Introduction Monique Saulnier, Managing Partner & CFO, Sofinnova Partners Sylvain Quagliaroli, Associate, Grant Thornton Coffee Break Valuation Guidelines VC Monique Saulnier, Managing Partner & CFO, Sofinnova Partners Sylvain Quagliaroli, Associate, Grant Thornton Valuation Guidelines BO Lunch Benchmarking Private Equity David Bernard, Vice-President Investment Banking & Private Equity, Thomson Reuters Coffee Break Reporting from an Investor s Point of View and EVCA Reporting Guidelines Robert Schlachter, Principal / CFO Private Equity, LGT Capital Partners Ltd Dinner at Kwint Restaurant (1 Mont des Arts 1000 Brussels) Friday 26 November Selection and Implementation of Fund Administration Software Tony Piper, Director, 4Vco Ltd Coffee Break Outsource or Insource the Middle and Back Office Iain Stokes, Head of Private Equity, State Street Global Services Lunch