Episoder
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ESG Journeys, Walking the Talk from End to End
Hear the differing perspectives of a portfolio company, fund manager and solutions provider as they each describe what ESG means to them and the specific challenges they face. Our panel will discuss the questions that these market participants are receiving from their own clients before learning how they are attempting to provide appropriate solutions.
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In this episode of Between The Lines, Darren Mooney, managing director at IQ-EQ, dives deep into IQ-EQ’s proprietary compliance tool, gVue.
gVue is a comprehensive solution for managing and monitoring a business's compliance activities. Darren talks with Steve Piaker and Tanu Suneja of Ten Coves Capital, Jenny Herman of Additive Advisory and IQ-EQ’s Melsa McGarey, director, and JP Gonzalez, Chief Commercial Officer, The Americas.
During this show, you will hear about how gVue helps businesses from different perspectives, and how it can streamline compliance processes and procedures.
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In this episode of our 'Women in Alternative Assets' podcast series, IQ-EQ’s Anne Marie Costet is joined by Sandrine Henton, Managing Director of EG Capital, who is looking forward to exploiting a new strategy which invests in young people and women to deliver measurable financial returns and impact.
During the session, Sandrine shares her views about recognising the risk perception of bias when investing in an emerging market such as Africa, and the potential for generating alpha by investing in frontier markets. She also discusses several biases in investment decision-making in the industry.
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IQ-EQ is delighted to share a recording of the first of our online masterclasses for first-time fund managers, developed in association with IQ-EQ Launchpad. This session, led by IQ-EQ training manager Carmel McCartney, examines the challenges facing first-time fund managers and how to overcome them.
Throughout the session, Carmel discusses problems that may arise during the set-up process, calculating cost-time efficiency, and preparing for the unknowns. She also provides an overview of four success factors that IQ-EQ believes are critical to launching a maiden fund successfully.
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In this first episode of our 'Women in Alternative Assets' podcast series, IQ-EQ’s Rachel Aldridge is joined by Shefali Roy, an award-winning angel investor who invests globally in start-ups within the Fintech, Creator Economy, FemTech and Future of Work sectors.
During the session, Shefali shares her views on the industry's gender imbalance across regions as well as key barriers that women face in allocating investment capital, and gives advice to women raising their first fund.
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IQ-EQ is pleased to share the fifth podcast in our CFO e-Lab series, and is a recording of our webinar, which took place on 7 December 2021. During this session, we sought to discuss the impact of technology and CFO Support services on the role of the private funds CFO.
In this episode, introduced and moderated by J.P. Harrop, Group Funds Advisor, IQ-EQ, we were joined by the following expert panelists:
Sanjay G. Tolani, Head of Private Markets, Europe, FIS, LondonBoris Onefater, Chairman & Global Head of Outsourced Services, Constellation Advisers LLC, part of IQ-EQ, New YorkRazzak Akbar, Chief Financial Officer, Freshstream, LondonFollowing the presentations, we hosted a Q&A session with questions from the audience, which rounded off the session.
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IQ-EQ is delighted to share this podcast, which is a recording of the third and hybrid edition of our flagship event, IQ-EQ Crossroads, on the topic “The rise and rise of private capital, which we hosted in London, on 16 November 2021.
At this year’s event, we sought investors’ views on the private capital landscape, their areas of interest and sectors of focus, as well as what is most exciting and most challenging about investing in the private capital industry today. Nomura was our co-sponsor on this event.
We were very excited to have Diana Noble, Non-Executive Director, Bank of England, as our headline speaker at this event. She is also the founder of Kirkos Partners, an advisor to leaders of Private Equity firms.
Diana’s background is in private equity, venture capital and international development. She was a partner at Schroder Ventures (now Permira) for 12 years and founded e-Ventures and Reed Elsevier Ventures. Diana was the CEO of CDC, the UK’s £5 billion development finance institution, from 2011 to 2017. She joined CDC after five years with the Clinton Foundation’s Health Access Initiative where she oversaw the programme to give children equal access to HIV/ AIDS care.
Steve Sokic, Group Head of Private Wealth moderated our discussion panel which included Mark J. McDonald, Global Head of Private Equity, DWS; Winston Chesterfield, Founder, Barton Consulting, Guy Hayward-Cole, Managing Director, Head of Advisory EMEA, Nomura and Hugh Stacey, Executive Director, Investor Solutions.
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IQ-EQ is delighted to share this podcast, which is a recording of our Fund Finance – The Latest Market Trends webinar that was broadcast on 1 December 2021.
There has been substantial growth in the fund finance market over recent years, with more and more funds seeking subscription line and NAV financing, and we anticipate that 2022 will be a year of further growth and innovation.
To further investigate what we see as trends for 2022, we were delighted to be able to broadcast an in-depth webinar on the topic of “Fund Finance – Latest Market Developments”.
You will hear from our panel of fund finance experts, who were asked for their views on the upcoming market trends, by moderator, Emmanuelle Dotezac, Director, Funds, IQ-EQ UK
Participating in this expert panel were:
• Augustin Duhamel, Managing Partner, Investment Committee member and co-founder of 17Capital in 2008
• Camille Defaye, Chief Financial Officer, Latour Capital
• David Checoury, President, Stanhope Capital SAS
• Sarah Lobbardi, Founding Partner, Avardi Partners
• Gregory Beauchamps, Head of Fund Structuring, Tikehau Investment Management
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IQ-EQ’s Hugh Stacey defines greenwashing and shares his insight into how to recognise it. He also outlines how regulators and investors are taking action and what asset managers can do to avoid the greenwashing trap.
Hugh Stacey is the Executive Director of IQ-EQ Investor Solutions, which is a division dedicated to servicing the private markets portfolios of institutional and private investors with the latest technological platforms. Investor Solutions is powered by IQ-EQ Cosmos, our proprietary investor reporting tool that delivers real-time data and analysis across multiple investments, portfolios, funds and asset classes. It includes dedicated ESG dashboards enabling reporting against key ESG criteria and global sustainability benchmarks.
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Private debt is an asset class that has fared strongly against the backdrop of the current global crisis. On 15 April 2021, IQ-EQ hosted an exciting virtual debate on the topic of ‘Debt is dead. Long live debt!’ between experts Richard Vague and Gabriel de Alba, moderated by IQ-EQ’s Group Head of Funds, Justin Partington.
Richard Vague is the Chairman of the Governor’s Woods Foundation and author of The Next Economic Disaster. He has previously been co-founder, chairman and CEO of Energy Plus and the co-founder and CEO of First USA and Juniper Financial.
Gabriel de Alba is an international investor who has recapitalised, restructured and built businesses across the US, Europe, Canada and emerging markets.
The debate addressed six core statements relating to private debt:
1. Private debt seems to thrive in crisis only. Agree or disagree?
2. Private debt is a safe investment in a changing environment. Agree or disagree?
3. Is this the right time for debt, and how best to execute a debt strategy?
4. ESG will ensure further transparency in private debt as per other asset classes. For or against?
5. Covenant-lite loans are often referred to as the scourge of corporate lending. Agree or disagree?
6. Debt is dead. Long live debt! Agree or disagree?
If you’d prefer to read a recap of the key debate highlights, please click here.
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IQ-EQ is thrilled to share a recording of the third webinar within our global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs. In this session, we focus on the Isle of Man.
IQ-EQ’s Group Investment Structuring Leader, Pascal Rapallino, kicks off the event by providing a brief overview of the series. He is joined by two expert panellists: Robert Rotherham, Partner at KPMG, and Craig Brown, Managing Director of IQ-EQ Isle of Man.
Robert Rotherham presents the latest updates affecting economic substance in the Isle of Man, while Craig Brown elaborates on the best practices to ensure economic substance compliance.
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In this episode, IQ-EQ’s Head of Funds for Jersey, Malcolm Macleod, sits down with Grant Thornton’s Jessica Patel and Ogier’s Sophie Reguengo to discuss the merits of Jersey as a jurisdiction for real estate structuring.
Jessica Patel is a partner in Grant Thornton’s Real Estate & Construction team, based in London. She has significant expertise structuring UK and international property transactions with extensive knowledge advising clients on tax across the property investment and development lifecycle. Jessica works with a number of funds and REITs and leads M&A real estate transactions including due diligence and SPA advice for corporate acquisitions.
Sophie, meanwhile, is a partner in Ogier’s Investment Funds team in Jersey and the firm’s multi-disciplinary Private Equity team. She is a highly experienced investment funds and regulatory lawyer with over 15 years in the funds industry, focused primarily on private equity and real estate structures. She advises private and public funds in relation to fund formation and raising capital, regulation, fund finance, acquisitions and sales, restructuring and winding-up.
Together, they share valuable insight into why Jersey remains a jurisdiction of choice for real estate structuring as well as the most popular Jersey structures and the types of asset/investor using them. They also discuss the recent UK tax changes and wider tax considerations relating to Jersey, before sharing what they see as the hottest topics for real estate in 2021.
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In this episode, IQ-EQ’s Jimmy Leong chats to Teo Wee Hwee, Tax Partner and Head of Real Estate & Asset Management at KPMG in Singapore. Together they discuss the taxation of carried interest, a hot topic for GPs and key factor in determining the attractiveness of a location for alternative investment managers.
Asian investment hubs understand the importance of this aspect; for instance, Singapore offers a special rate on fund managers’ performance fees and Hong Kong has recently issued a proposal to provide a tax concession for carried interest distributed in respect of private equity transactions.
Wee Hwee has practised tax for over 23 years and has extensive experience in structuring single country and multi-jurisdictional funds with an Asian focus. He has expertise in fund formations and is familiar with fund platforms in Singapore, Luxembourg, Cayman Islands and Labuan among others, as well as tax efficient divestment planning opportunities for funds with multiple exit strategies. He is also an expert in structuring carried interest from both a corporate and personal tax perspective.
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A conversation with Mark Fordyce about fully integrated back-office services on the Operational Leaders podcast with host Terrance O’Malley. The podcast features leaders and innovators who discuss the business of running an asset management business.
Mark Fordyce had an idea to create a firm that provides a full suite of outsourced services to alternative investment managers. Then he executed on it. The result - in 2009 Mark co-founded Blue River Partners which has since grown to become the preeminent outsourced service provider to the alternative asset management industry.In this episode, Mark talks about starting and growing Blue River Partners and a key early decision to combine legal and compliance support with accounting and operations. He also discusses the advantages to outsourcing, the trend and gradual acceptance of the outsourcing option. Along the way, Mark describes the recent acquisition of Blue River Partners by global Investor Services provider IQ-EQ and what that will mean for Blue River and how it reflects ongoing changes in the industry.
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IQ-EQ is pleased to share a recording of the fourth webinar in our CFO e-Lab series, which took place on 23 February. During this masterclass session, our hand-picked experts sought to explain the impact that the EU Taxonomy and Sustainable Finance Disclosure Regulation (SFDR) will have on asset managers.
Leading the masterclass, we have:
Catherine Martougin, Partner in the Funds & Asset Management team of Baker McKenzie Luxembourg, who has more than 20 years' experience in business law
Michael Maldener, Managing Director and Conducting Officer for Nordea Investment Funds SA, the Luxembourg ManCo of Nordea Asset Management (NAM).Catherine represents managers of real estate, private equity, debt and infrastructure funds and other financial institution. She works on a range of corporate and commercial transactions, including organisational structuring and related regulatory matters (notably AIFs and AIFMs), as well as initial fund formation, complex restructurings, mergers and acquisitions, asset dispositions, secondary trades, capital raisings, real estate investments, venture capital investments and joint venture arrangements. She is a member of the Executive Board of the European Association of INVREV and of the Supervisory Board of LuxReal, and is a recognised thought leader on a number of topics including ESG and impact investing.
Michael joined Nordea in 2008 after different senior roles in the Luxembourg financial industry. Throughout his professional career, he has gained strong expertise in governance, sustainability, product and related distribution aspects of the asset management ecosystem and is actively involved in the industry through various committees and working groups. He holds a law degree as well as an Executive MBA in Private Wealth Management focused on responsible investing.
In this CFO e-Lab, you will hear first from Catherine, who discusses the legal and technical aspects of the new Taxonomy and SFDR regulations. Michael then provides valuable insights from a business perspective, including a view of how the business landscape will change. A dynamic Q&A session with questions from our audience rounds off the session.
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IQ-EQ is pleased to share a recording of the second webinar in our new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs.
For this second session, which focused on Switzerland, we were joined by two expert panellists: Olivier Cavadini, Partner at Charles Russell Speechlys SA, and Janet Palmiero, Associate Director at IQ-EQ Switzerland. Serge Richard, Managing Director of IQ-EQ Switzerland, moderated the panel and Q&A session.
During the webinar, Olivier Cavadini provided an overview of the substance requirements in Switzerland, while Janet Palmiero shared her insights and best practice case studies to help companies ensure their local entities achieve compliance.
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IQ-EQ’s Head of Real Estate for Luxembourg, Tamas Mark, sits down with Aon’s Helen Chapman and Harriet Clarke to discuss insurance in the context of real estate investing.
Aon is a leading global insurance broker and Helen Chapman, Executive Director, and Harriet Clarke, Director, are part of its M&A and Transaction Solutions division. Both qualified lawyers, Helen is an insurance product specialist, while Harriet specialises in insurance solutions to support buyers and sellers in M&A transactions, with particular focus on the real estate sector.
In their conversation with Tamas, Helen and Harriet share insight into a range of insurance-related trends within the real estate space, including the most popular insurance solutions to positively influence deal timelines, the impact of Covid-19 on transaction insurance and insurers’ appetites, and insurance products that can create real value for clients as opposed to just downside protection. They also discuss how insurance fits into a typical real estate transaction, as well as key due diligence considerations.
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IQ-EQ’s Kevin O’Connell chats to Beth Houghton, Partner and Head of Impact, and Stephanie Wall, ESG Director, at UK investment firm Palatine Private Equity. Together, they discuss how the Covid-19 pandemic has accelerated the growth of ESG-focused funds and how the private equity industry can embrace this opportunity for change.
In addition, Beth and Stephanie share the key criteria Palatine looks for when acquiring portfolio companies and discuss how they believe the private equity market will look one year from now.
Beth joined Palatine in 2007 after having previously spent 10 years as a management consultant. She holds an MBA with distinction from Manchester Business School. Beth leads Palatine’s Impact fund, and has recently been named in Real Deals’ Future 40 Diversity and Inclusion Leaders list.
Stephanie joined Palatine in 2018 from an environmental consultancy and has 10 years’ experience in the responsible investing space.
Palatine is a UK-based, mid-market private equity firm with an unrivalled reputation for balancing sustainability and ESG with market-leading returns. Its main focus is on ensuring that ESG contributes directly to the long-term success and sustainability of its portfolio companies.
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Here we are pleased to share a recording of our recent webinar in partnership KPMG Singapore, which examined Singapore as a leading jurisdiction for funds.
Hosted by IQ-EQ Singapore’s Sukanya Lal, the December 2020 session took the form of a panel discussion followed by a live Q&A session. Joining Sukanya on the panel were:
· Anulekha Samant, Tax Partner - Asset Management, KPMG Singapore
· Kalpesh Desai, Partner - Deal Advisory, M&A Tax and Private Equity Tax, KPMG India
· Nandini Navale, Director - Asset Management, KPMG Singapore
Throughout the insightful session, our expert panellists discussed the trends in onshore platforms in Singapore as well as some of the key commercial, tax and legal considerations for investors.
The discussion covered the reasons behind Singapore’s increasing popularity as a funds domicile, the various fund regimes now available in the jurisdiction including an update on the new Singapore VCC vehicle and its use across various fund strategies, fund management licensing requirements in Singapore, and more.
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IQ-EQ is pleased to share a recording of our first webinar within a new global series that aims to shed light on the reality and practical issues of economic substance in all key investment hubs.
For the inaugural session, hosted by IQ-EQ’s Group Investment Structuring Leader, Pascal Rapallino, our spotlight was on the Netherlands. Pascal was joined by two expert speakers: Anton Akimov, senior tax adviser at Loyens & Loeff in the Netherlands, and Emma Causevic, corporate director at IQ-EQ Netherlands.
During the session, Anton provided an overview of the latest regulatory updates that are expected to affect economic substance and how they will impact local corporate structures. IQ-EQ’s Emma Causevic then shared some practical ‘best practice’ insights to help corporates meet the current and future substance requirements.
- Se mer
