Introduction to European Long-term Investment Funds - ELTIF

European Long-Term Investment Funds (ELTIFs) reflect the growing ambition to channel capital towards long-term investments that support sustainable economic growth and the real economy. As the European investment landscape continues to evolve, ELTIFs have emerged as an important component of the regulatory framework aimed at broadening investment opportunities and facilitating long-term financing across the European Union.  

The objectives of the course are:

•  Understand the framework and significance of ELTIFs.

• Trace the historical evolution and latest iterations of ELTIFs.

• Master the regulatory regime and investment procedures.

• Learn effective marketing strategies for ELTIFs.

• Prepare for the advancements introduced in ELTIF 2.0.

• Enhance decision-making skills in ELTIF investments.

• Ensure compliance and mitigate risks associated with ELTIFs.

Framework

• Why ELTIF?

• Key facts and figures

• ELTIF domiciliation

• ELTIFs in Luxemburg

Background

• Historical

• ELTIF 1.0

• ELTIF 2.0

ELTIF Regime

• Authorisation

• Service providers

• Structuring

• Investment Policy & Restrictions

• How to invest & redeem

Marketing

• Marketing of an ELTIF

• Refresh: AIFMD passport regime

• Marketing to retail investors

• Distributor’s perspective

Outlook: ELTIF 2.0

• Overview

• Timeline

• Marketing: specific passport regime

• Investment Restrictions

• Liquidity Management

Overall, the course caters to individuals and professionals seeking to enhance their understanding and proficiency in navigating the complexities of ELTIF investments within the financial landscape.