Get in touch with us for any preliminary info you may need to consider our investment solutions.
Once you manifest your interest, we provide you a non-disclosure agreement for signature so that we can engage in further exchanges of confidential documents.
Once the non-disclosure agreement is signed, you will be given access to our Data Room, where you can find information that will support your analysis and investment decision.
During you review process, we remain at your disposal to help you clarify any questions you may have and welcome you for an on-site visit to meet our experts.
Once your internal decision-taking process is finalised, let us know of your formal interest to invest in AMUF.
As part of the regulatory rules applicable by AMUF, the alternative investment fund manager will perform its KYC and AML checks on your institution in order to obtain Board approval to welcome you as an AMUF investor.
Once all the formalities and governance procedures are finalised, you sign the subscription agreement and become an AMUF investor. We will ensure throughout our long-standing relationship that your portfolio remains robust and you get all the information you need in this dynamic and fast-paced operating environment.
These are only a few of our exclusive services to AMUF investors. Contact our experienced client relationship managers and dedicated sales team for details.
Our priority is to make client relationship experiences seamless. AMUF investors have direct access and a wide range of personal or remote contact possibilities to AMUF’s client relationship team according to their regional expertise. Similarly, a dedicated senior sales team with long-standing experiences in the financial services industry is at the investors’ service at all times.
Investors are granted access to the EIF’s Virtual Data Room (VDR) where you can consult all relevant marketing and legal documentation related to the AMUF as well as the EIF’s market research in the area of private equity.
We aim to build a deep and meaningful long-term partnership between AMUF and its investors, which goes much beyond an investment. Leveraging the EIF’s unique position in the markets, we see knowledge sharing an important part of our value proposition. The Knowledge Hub therefore focuses on helping AMUF investors benefit from the EIF’s insights, data and best practices from 20+ years in the European private equity markets.
AMUF investors and selected potential investors are invited to attend the EIF’s annual Institutional Investor Global Forum (IIGF), providing updates on AMUF’s portfolio and pipeline of deals, presentations from fund managers from the AMUF’s compartments, and insights from respected industry leaders about the European private equity and venture capital markets. The event also aims to facilitate knowledge sharing and offer networking opportunities for AMUF’s investors.
AMUF’s client relationships team is composed of professionals who combine extensive experience in the financial services industry with a thorough understanding of the investors’ needs in private equity markets across a wide range of geographies.
Rémi is the Head of Institutional Client Relationship Management. His responsibility includes leading the development of global client relationships across all geographical areas in the world. Rémi has over 25 years of experience in the financial industry. He joined the EIF in 2009 to play a key role in developing multi-billion programmes with the European Commission, the European Investment Bank (in particular, the SME Window of the Investment Plan for Europe – the Juncker Plan) as well as with Sovereign Wealth Funds.
Regional responsibility: Worldwide
Since February 2017, Alessio leads the EIF’s Institutional Client Relationship Management unit focusing on Europe and EFTA countries. He contributes to the development of new strategies, the identification of new donor bases, and oversees all fundraising activities in his area of responsibility. Under his leadership, his unit on-boarded various institutional investors, allowing the successful launch of the AMUF initiative with resources of over EUR 350 million.
Alessio joined the EIB Group i n 2009 and since then, he worked in different departments promoting access to finance for SMEs and mid-caps. He has been Adviser to the EIB Vice-President for four years. Prior to this, he spent six years at the United Nations where he led multi-billion fundraising initiatives. Alessio graduated with an MBA from London Business School and holds a PhD in Economics at the University of Rome.
Regional responsibility: Europe and EFTA countries
Nitan joined the EIF in 2010 as an Investment Manager within the Venture Capital team before moving to a Senior Business Development Manager position leading the development of new equity products. Prior to this, Nitan held various engineering and advisory positions in the UK, Germany and US. Currently he is Head of Unit – Institutional Client Relationship Management – MENA & APAC, responsible for establishing partnerships with institutional investors and sovereign wealth funds internationally.
Regional responsibility: Middle East and Asia Pacific
Joanna joined the EIF in 2017 when we began expanding our activities dedicated to institutional investors. Prior to joining the EIF, she held various business development and relationship management positions within institutions like SWIFT, Royal Bank of Canada (RBC) and State Street Corporation.
Regional responsibility: Northern Europe, Benelux, UK and DACH countries
Elena has been active in capital and private markets since 2006. Initially she worked for an American M&A boutique company focusing on Italian PE, after which she joined the third Italian Banking Group in Luxembourg. Leveraging her previous experience in client management and capital markets, Elena has been with the AMUF team since early 2017.
Regional responsibility: Southern Europe
Sun has more than 15 years of experience in the financial services industry. Before joining the EIF in 2018, Sun worked for an independent third party management company and as a Fund Services Manager for Citibank in Luxembourg. Prior to moving there, she was in a Prime Brokerage department servicing hedge fund clients in London.
Regional responsibility: Asia
Ali started his career at the EIF in 2004. Since then, he has held various positions, including as a Portfolio Risk Manager and Business Development Manager, playing a key role in the development of new equity products. Ali joined the Client Relationship Management team in 2018 focusing on MENA and APAC regions.
Regional responsibility: Middle East and Asia Pacific
Graham is the Head of Institutional Asset Management with day-to-day operational management responsibilities for the division. This includes leading the development of client relationships across the Asia Pacific region and oversight of the product development activities. Graham has over 30 years of experience in the financial industry. He joined the EIF in 2006 to play a key role in the business development of external client mandates.
Ben has 20 years of experience in private equity and financial services. He joined the EIF in 2016 where he led the Pan-EU Venture Capital Fund of Funds program and developed co-investment mandates throughout Europe. Prior to the EIF he was Vice President at Partners Group where he worked in Switzerland and then in London in the private equity investment team. Before his experience with Partners Group he was also at the EIF where he was a member of the venture capital investment team. Earlier he worked in financial services audit and advisory at KPMG London. He has a MBA from IESE, is a chartered accountant (ACA), and an economics graduate from the LSE.
Regional responsibility: Global markets
Robin is an investment professional with nearly 20 years of experience and has been working at EIF since 2003 across most areas of the equity funds business including risk and portfolio management, the fund investments team, regional business development and a stint away from head office establishing and heading EIF’s Bratislava office, where he was also acting as Managing Director of the Slovak Guarantee and Development Fund established by the EIF. He is multilingual, holds a BA Hons degree from the University of Durham, and is a CFA charterholder.
Regional responsibility: CEE, Greece, Cyprus and Turkey
Initial investors are welcome to subscribe until the final closing date i.e. the earlier of 18 months after the 1 January 2018 or on the date where a compartment reaches its target size. Early subscribers will receive the lower first comer fee.
Those investors who enter after the first closing (subsequent investors) are welcome as of any time prior to the final closing date and will be treated as if they were investors since the first closing. Therefore, such investors will be required to contribute to past expenses as well as past investments, and will be treated as if they had borrowed money from investors in previous closings.
An experienced client relationship manager from the EIF’s Institutional Asset Management team will guide you through the process and be your day-to-day contact from the initial meetings to on-boarding and ongoing relationship management.
The EIF has carefully selected individual compartment portfolio managers to oversee and advice on the existing three compartments. Further details of each manager are available in virtual data room and their profiles – including their respective areas of expertise – are also available as an overview on the “Investment strategy” page on this website. Meetings with the compartment portfolio managers can be arranged at request and are an integral part of any due diligence process.
The EIF’s investment management teams can be met during the introduction and negotiation periods. Thereafter, should the potential investor decide to proceed, discussions with the investment management teams also form a fundamental part of the due diligence visits that the investor may conduct on the EIF. In addition, an investor can request and on reasonable notice, a meeting with the compartment portfolio managers via the advisor.
These aspects and the mode of disclosure will be shared with the potential investors during the due diligence phase. The final portfolio will depend on available opportunities per vintage and the EIF due diligence.
Compartments run on a discretionary basis such that all existing investors benefit from all decisions made by the Investment Committee. It is be possible to opt out of individual fund investments.
Several parameters are taken into account when constructing a portfolio:
1. Sector: Sector distributions provides for greater diversification and balance between different risk/return profiles.
2. Stage of development: Emphasis on early stage with greater potential upside.
3. Geographical distribution: Primarily pan-European with international investments providing global market insight and incorporating European angle.
4. Allocation: Focus on primary investments with select late stage co-investments to enhance the risk/return of the portfolio and distribution flow.
All investments are closely monitored, including the EIF’s active participation in the funds’ advisory boards and AGMs and the systematic review of financial documentation. Thanks to its experience, the EIF is often able to offer guidance and share best practice to address any underperformance. If long-term underperformance persists, necessary remedial action is taken and this could lead to the EIF removing the fund manager (via joint decision with a qualified majority of other investors).