Schulthess Forum

Venture Capital

Bricks for the road

Congrès | Droit économique | mardi, 26.11.2024

Bricks for the road

Welcome to the second Schulthess Forum Venture Capital. This year’s program offers a comprehensive overview of crucial aspects and strategies for venture-backed startups. Join professionals and experts from various fields as they share their knowledge and practical experience on the following key topics:

  • Employee Stock Ownership Plans (ESOPs): Discover how ESOPs align employee interests with company success, boosting motivation and retention and how the current trends in Europe evolve. We will also explore legal and tax-related implications of rolling out ESOPs.
  • Corporate Investments: See how corporate investors continue contributing to the evolution of VC investments in startups and how they can differ from VCs when negotiating deal terms.
  • VC-backed Exits: Understand the legal and tax-related particularities of VC-backed startups when exiting via a trade-sale.

We look forward to an engaging and informative event that provides practicable and valuable insights into these topics.

Join us for a top-tier conference program where experts come together for focused discussions and knowledge exchange. This event provides an excellent opportunity to connect with professionals and gain valuable insights from leading voices in the field.

You profit from: 

  • the knowledge and experience of a versed team of experts
  • interesting presentations that are highly relevant to current practice
  • subject-specific exchange with experts
  • the opportunity to make new contacts

This event addresses in particular:

  • Lawyers and consultants in
    • VC and startups
    • M&A
    • corporate governance
    • tax law
  • Universities
  • Technology transfer offices
  • Start-ups and investors
  • Corporate, Family Office
  • Business Angels
  • Keynote – 40 years of SECA
  • Introduction to employee incentive programs including overview of market
  • Empowering Start-ups: Legal Essentials for Effective Employee Incentive Plans
  • Tax Treatment of ESOPs in Switzerland, a Chance or a Limitation to Attract Talents?
  • International comparison of CVC ecosystems
  • VC Investments of Strategic Investors – Objectives and Expectations, Specific Deal Terms and related Legal Challenges
  • Key issues and tax considerations in M&A transactions involving VC-backed companies

Ouvrir le programme détaillé

08:30 - 09:00 Registration and Coffee
09:0009:05

Welcome Note

Dr. Karim Maizar and Dr. Nicolas Mosimann

09:0509:40
Keynote

Keynote - 40 years of SECA

Maurice Pedergnana

09:4010:10
Presentation

Introduction to employee incentive programs including overview of market

  • Why are equity incentive programs paramount for the European venture ecosystem?
  • What trends do we observe in the equity and deferred compensation markets?
  • How has this changed from 2020/2021 to today? Are there jurisdictional differences?

Armon Bättig

10:10 - 10:40 Coffee Break
10:4011:10
Presentation

Empowering Start-ups: Legal Essentials for Effective Employee Incentive Plans

  • Navigating legal/contractual landscape
  • Understanding the various forms of Incentive Plans
  • Overviewing the main issues

Damien Conus

11:1011:50
Presentation

Tax Treatment of ESOPs in Switzerland, a Chance or a Limitation to Attract Talents?

  • Overview of the general tax consequences triggered by different incentive instruments
  • Focus on current practical topics
  • Illustration through case studies

Dr. Aurélien Barakat and Michèle Remund

11:5012:20
Panel

Panel

Dr. Aurélien Barakat and Anabelle Koch, lead by Karim Maizar

12:30 - 13:30 Lunch Break
13:3014:00
Presentation

Quo Vadis Corporate Venture Capital – An international comparison of CVC ecosystems

  • What is Corporate Venture Capital (CVC)? Why is it such an important innovation tool for companies to stay competitive?
  • What’s the state of the European venture ecosystem today? What are the key differences between the ecosystem in Europe and the US, particularly Silicon Valley?
  • What does the future hold for CVC, especially in critical sectors like artificial intelligence and sustainability? Can it play a role in strengthening Europe’s economy?

Serge Reh

14:0014:45
Presentation

VC Investments of Strategic Investors – Objectives and Expectations, Specific Deal Terms and related Legal Challenges

  • Which are typical goals and expectations of strategic investors (like business development/innovation units of large corporates or specialized corporate VC funds (CVC)?
  • How do these translate into legal deal terms and specific features, for example, relevant at the time of the investment, during the lifecycle of the collaboration and in view of an exit?
  • Which legal and practical challenges arise when special terms and features for strategics shall be integrated into a typical VC transaction framework and documentation?

Franz Schubiger

14:45 - 15:15 Coffee Break
15:1516:45
Presentation

Key issues and tax considerations in M&A transactions involving VC-backed companies

  • What are the key issues and specifics in exits of VC backed companies?
  • How are they addressed from a sellers’ and from a buyer’s perspective?
  • How does taxation impact the deal structure and the negotiation of the transaction documents?

Florian Gunz Niedermann, Floran Ponce and Dr. Beat Speck

16:4517:00

Recap and discussion

Dr. Karim Maizar and Dr. Nicolas Mosimann

17:00 - 18:00 Apéro
Speakers

Venue

Schulthess Forum Venture Capital 2024 will take place at the Museum für Gestaltung, Zurich.

Museum für Gestaltung 
Ausstellungsstrasse 60
8005 Zürich

Tram stop: Museum für Gestaltung (lines 4, 13 and 17)

Parking Garage / Car Park : Hauptbahnhof

Any questions?

We’re happy to help

Tel. +41 44 200 29 29
veranstaltungen@schulthess.com

Chair

Dr. Nicolas Mosimann and Dr. Karim Maizar will present the program of the Schulthess Forum Venture Capital 2024.

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Partenaires
The Swiss ICT Investor Club
Swiss Entrepreneurs Foundation
Swiss Private Equity & Corporate Finance Association (SECA)
Swiss Startup Association
venturelab
Startupticker
Impressions
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