European Structural and Investment Funds
Master Class | 19.09.2019 - 20.09.2019 | Rome | Language: English

Master Class: Financial Instruments

Rome Lexxion Master Class Financial Instruments

A high-level event for officials and professionals with good knowledge of Financial Instruments working in Managing Authorities, Intermediate Bodies or Fund of Fund Managers.

The purpose of the Master Class is to review important developments in applying Financial Instruments, assess their implications for Member States and public authorities, provide solutions to problems and identify best practices.

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A high-level event for officials and professionals with good knowledge of Financial Instruments working in Managing Authorities, Intermediate Bodies or Fund of Fund Managers. The purpose of the Master Class is to review important developments in applying Financial Instruments, assess their implications for Member States and public authorities, provide solutions to problems and identify best practices.

Small scale group

The number of seats is limited to 15 participants to enable direct, confidential communication and good interaction within the group.

Participants will be asked to keep the proceedings of the second day confidential.

  1. Review and Assessment

On the first day, you receive an expert review of the set up and implementation of Financial Instruments (FIs) in 2014-2020 programming period as well as beyond (objectives, main rules and regulatory framework). Applying Financial Instruments is analysed in depth.

  1. Problem Solving

The second day is devoted to cases and questions submitted by participants. Problems in programing and implementation of Financial Instruments and other issues from the daily practice of participants are discussed and difficulties resolved. Participants receive advice on how to improve and solve their problems. The speakers also present and discuss problems which so far occurred in their countries and other potential problem cases.

  1. Best Practices

On both days, the innovative format of this advanced small-scale master class enables you to consider wider issues of relevance to officials and practitioners involved in Financial Instruments. You can exchange information and experience with professionals from other Member States and discuss the problems and cases.

Cases and Confidentiality

Participants will be required to submit in advance a brief summary of the problem or case they want to present for discussion and advice. For this reason, all information concerning such problems and cases shall be treated confidentially.

Day 1: Thursday, 19 September | 09:00 - 17:00

09:00

Registration & Welcome Coffee

09:30

Welcome by Lexxion & Introduction Round

10:00

Introduction: Set Up and Implementation of Financial Instruments (FIs) in 2014-2020 Programming Period

  • The legislative framework for decentralised financial instruments (Common Provision Regulation – CPR; Delegated and Implementing Regulations; European Commission Guidelines for the Member States; Omnibus Regulation)
  • Models for financial instruments under Article 38(4) CPR
  • Requirements on Funds of Funds/ financial intermediaries (from Delegated Act and CPR) and their liability
  • Ex-ante assessment and Investment strategy: role, structure, update
  • Selection of bodies implementing FIs
  • Funding Agreement: role and structure
  • Main types of financial instruments and adequate implementation structures: Loans, Guarantees, Equity and Quasi-Equity
  • Financial Instruments Beyond 2020
Csaba Harsányi
Hungarian Development Bank, Brussels

11:30

Coffee Break & Networking

12:00

Set Up and Implementation of Financial Instruments in Practice

 

Here participants learn how to set up and implement FIs with hands-on practical examples and cases. The cases will cover – among others – selection of bodies implementing FIs, update of ex-ante assessment and investment strategy, set-up of loan and guarantee instruments (identification of target group, optimal implementation structure, main parameters of the financial products and results indicators) and re-use of resources allocated to FIs.

Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

13:30

Lunch Break

14:30

Examples of Applying Financial Instruments

  • Loans
  • Guarantees
  • Equity
Csaba Harsányi
Hungarian Development Bank, Brussels

Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

17:00

End of Day 1

Day 2: Friday, 20 September | 09:00 - 15:00

09:00

Case Analysis & Advice on possible solutions for the problems raised by participants

This session includes a coffee break.

Csaba Harsányi
Hungarian Development Bank, Brussels

Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

12:30

Lunch Break

13:30

Case Analysis & Advice

Csaba Harsányi
Hungarian Development Bank, Brussels

Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

15:00

End of Workshop and Distribution of Certificates

Speakers

Csaba Harsányi
Hungarian Development Bank, Brussels

More info
Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

More info

Venue

Exclusive Venue in the Centre of Rome

n/a
Rome, Italy
Phone
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Online-Registration

Master Class | 19.09.2019 - 20.09.2019 | Rome | Language English

Participation Fees
Reduced fee for public authorities: € 1.810,- (excl. VAT)
Regular fee: € 2.010,- (excl. VAT)

The Italian VAT of 22% will be added.

Seating limit
The number of seats is limited.

Are you a public authority?
Ticket Type Price Spaces
Master Class: Financial Instruments
Regular fee / Reguläre Teilnahmegebühr
€2.010,00
Master Class: Financial Instruments
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€1.810,00

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