Hotel Hafen Hamburg
Seewartenstraße 9
20459 Hamburg

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Geo-Politics & Geo-Economics

The presentation translates the geopolitical situation (U.S.-China decoupling, trade and industrial policy, European rearmament/special fund, debt brake reform) into concrete implications for capital flows, LP allocations, and the fund industry.

Prof. Dr. Moritz Schularick (IfW Kiel)

Fundraising 2027 — Environment, Outlook, Terms & Costs

Market overview of the fundraising landscape for 2026/2027:

• capital availability
• LP allocations, time on the road
• current trends in terms and costs (including new ILPA guidelines)

Moderation:
Amos Veith (POELLATH)

Panel:
Martina Glanzer (Partners Group)
Richard von Gusovius (Campbell Lutyens)
Anna Richter (AltamarCAM)
Daniel Rybarczyk (LGT Capital Partners)
Peter Schwanitz (Triton Partners)

Steuerreform 2026 / StoFöG / EU Omnibus — Implikationen für die PE-Industrie (2026 Tax Reform / StoFöG / EU Omnibus — Implications for the PE Industry)

Key elements of the 2026 tax reform relevant to PE/VC:

• Location Promotion Act, including parallel funds for the 2027 vintage (Section 6(5a) of the Investment Income Tax Act (InvStG), as amended)
• Current EU reform proposals (Omnibus)

Moderation:
Uwe Bärenz (POELLATH)

Panel:
Dr. Julian Albrecht (YPOG)
Dr. Andrius Bielinis (Clifford Chance)
Jan Neugebauer (Arendt & Medernach)

Fund Finance — NAV Lending & Team Commitment Financing

Loans in PE Structures:

• NAV Lending
• Subscription/Hybrid Facilities
• Financing the Team Commitment

Moderation:
Dr. Miriam Peter (YPOG)

Steuercompliance — Offenlegungspraxis (Tax Compliance — Disclosure Practices)

Tax disclosure requirements and their scope, particularly in cases where there are deviations from established practice and the statements issued by the tax authorities

Moderation:
Dr. Helder Schnittker (YPOG)

Panel:
Dr. Norbert Scharf (Ufer Scharf)
Stefan Süss (Latham & Watkins)

GP Succession — ManCo-Bewertung, Steuer, Erbfall & Familien-Carry (GP Succession — ManCo Valuation, Tax, Inheritance, and Family Carry)

What is the ManCo worth? Valuation, taxation, and financing in the context of partner transitions, with a focus on succession planning or restructuring of the ownership structure; family members’ participation in the carry.

Moderation:
Christian Schatz (Flick Gocke Schaumburg)

Panel:
Dr. Wolfram Dickersbach (YPOG)
Dr. Maximilian Haag (POELLATH)

KI in der Fondswelt — Vom Experiment zum Operating Model (AI in the World of Funds — From Experiment to Operating Model)

Hands-on with a live demo: From individual tools to an operational AI model

Moderation:
Gilles Dusemon (Arendt & Medernach)
Dr. Dajo Sanning (YPOG)

Panel:
Marius Groke (MAV9)
Christian Hennings, Patrick Hümmer
(both Vsquared Ventures)