Getting the SPV Right from Day One: Practical Insights for Fund Managers

Venue: The Executive Centre – Singapore Land Tower, Level 4 (Boardroom) | 50 Raffles Place, Singapore 048623

Sponsors and Partners

Organizer

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Event Details

With M&A activity in Singapore and across Asia regaining momentum, fund managers are actively reviewing the fund and holding structures (including use of SPVs) to hold assets, execute add-ons and manage exits. Yet tax leakages, weak governance and operational gaps can quietly compound if the SPV is not designed and stewarded well from the start. This interactive panel brings together practitioners across tax, directorship, corporate secretarial and accounting to share practical do’s and don’ts, recent regulatory developments, and real-world case studies. Expect candid discussion and actionable takeaways you can apply immediately to your SPV portfolios.

Why Attend:

• Understand the latest Singapore tax issues affecting SPVs, including substance, withholding tax, treaty access and Section 10L.
• Learn how directors act as stewards and gatekeepers—what good oversight looks like and where things most often go wrong.
• Spot governance triggers before they cascade into regulatory non-compliance (ACRA filings, minute books, shareholder registers).
• Tie accounting hygiene to tax and investor reporting to avoid surprises at audit, financing or exit.
• Benchmark your current operating model across multiple SPVs and jurisdictions and identify quick wins to de-risk.

Who Should Attend:

• PE, VC, credit, real assets and family office managers using SPVs for acquisitions, co-invests and warehousing.
• Fund directors and independent directors serving on SPV boards.
• Legal, tax, finance and operations leads overseeing SPV portfolios.
• Corporate secretarial, compliance and middle-office professionals supporting SPVs.

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Agenda

09:00 – 09:30
Registration and Light Breakfast

09:30 – 11:00
Panel Discussion and Q&A
Phakawee Borisov, Yuneswaran Keraishnasamy, Charles Lim, Martin O’Regan and Trevina Talina

1. Welcome & Framing

2. Tax Structuring for SPVs, presented by Trevina Talina

3. Directors as Stewards and Gatekeepers, presented by Martin O’Regan

4. Corporate Secretarial & Governance, presented by Phakawee Borisov

5. Accounting and Operational Oversight, presented by Yuneswaran Keraishnasamy

6. Audience Q&A & Open Discussions

*The event will be moderated by Charles Lim

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Speakers

Phakawee Borisov
Manager – Corporate Support Services, Asset and Wealth Managed Services at PwC
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Yuneswaran Keraishnasamy
Partner – Financial Services Assurance at PwC
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Charles Lim
Deputy Head of Fund Office Support Services, Asset and Wealth Managed Services at PwC
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Martin O’Regan
Managing Director of Solas
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Martin O’Regan is the founder and managing director of Solas, providing a truly independent directorship service, based in, and privately owned in Asia. With over 25 years of experience in investments funds and other alternative investment vehicles, Martin has held senior roles for Deutsche, Citi, Apex and UBS in Bermuda, Dubai, Cayman Islands, Hong Kong, and Singapore. Martin is licensed as a director with the Cayman Islands Monetary Authority (CIMA). He is also Chairman of the Singapore Fund Directors Association (SFDA). He is an Executive Committee member of both the Singapore Funds Industry Group (SFIG) and Chinese Offshore Private Funds Association (COPFA).

Trevina Talina
Partner – Financial Services Tax at PwC
LinkedIn