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Financial intermediaries and ESIF financial instruments – working with managing authorities on loan and guarantee instruments, 25 - 26 June 2018, Brussels


fi-compass is pleased to announce the event ‘Financial intermediaries and ESIF financial instruments – working with managing authorities on loan and guarantee instruments’, taking place on Monday, 25 June (evening) and Tuesday, 26 June 2018 (full day) in Brussels.

Background of the event

Debt instruments such as loan and guarantee schemes are used by the Member States and regions as the delivery mechanisms for European Structural and Investment Funds (ESIF) in the 2014-2020 programming period. By the end of 2016 more than EUR 10bn had been invested into financial instruments in a number of sectors including ‘research, development and innovation’ (RDI), SMEs and energy efficiency.

Financial intermediaries, including national promotional banks and institutions (NPBIs) and private sector financial institutions providing credit and guarantee products, play an important role in the implementation of such instruments across the EU. Their active involvement in debt instruments contributes to the achievement of the Member States’ investment priorities and thematic objectives outlined in the Operational Programme (OPs).

To achieve the goal of deploying instruments that meet the demand for access to finance for final recipients, a strong collaboration between the financial intermediaries and the managing authorities is necessary at all stages of the design and implementation of such instruments.

This 1,5-day event will bring together financial intermediaries, NPBIs, managing authorities and other stakeholders to share their practical experiences in implementing ESIF financial instruments, with a focus on:

  • the role of NPBIs in implementation of debt instruments in 2014-2020,
  • the state of play in implementing ESIF financial instruments,
  • practical challenges of implementing financial instruments supporting three different Thematic Objectives (TO):

           -  TO 1: Strengthening research, technological development and innovation
           -  TO 3: Enhancing the competitiveness of small and medium-sized enterprises (SMEs) 
           -  TO 4: Supporting the shift towards a low-carbon economy in all sectors

Objectives of the event

This event aims to provide a platform for exchange on the main topics related to implementation of ESIF financial instruments in 2014-2020, with a special focus on the perspective of financial intermediaries. This exchange will be based on three pillars:

  • Exchange of knowledge and know-how, through presentations and plenary discussions with experts from NPBIs and other financial institutions, as well as presentation of case studies of implementation of financial instruments in the current programming period with support of financial intermediaries. In to-the-point presentations, financial intermediaries will share their experiences and discuss challenges in setting up loan and guarantee instruments with ESIF in 2014-2020;
  • Interactive discussion sessions on practical experiences, where financial intermediaries, managing authorities and other stakeholders will have an opportunity to exchange in smaller groups, with the help of a facilitator, their experience on practical topics related to implementation of ESIF financial instruments supporting TO 1, TO 3 and TO 4 as well as horizontal topics related to the successful collaboration between financial intermediaries and managing authorities;
  • Networking opportunities, bringing together financial intermediaries, NPBIs, managing authorities and other stakeholders in order to help them understand their roles and responsibilities related to loan and guarantee instruments in the 2014-2020 programming period, and to discuss how to work hand-in-hand to achieve the common goal of successfully deploying loan and guarantee instruments.


This event is designed especially for stakeholders involved in debt instruments in 2014-2020, especially supporting TO 1, TO 3 and TO 4:

  • Financial intermediaries, NPBIs and private sector financial institutions from across the EU;
  • ESIF managing authorities and other authorities involved or planning to become involved in the implementation of debt instruments in the 2014-2020 programming period.

This event can be also useful for stakeholders involved in implementation or planning implementation of debt instruments supporting other TOs.

Agenda of the event

The detailed programme of the event is available here.


The event will take place in English. Simultaneous interpretation for one or more sessions might be provided (tbc).


Online registration will close on Wednesday, 20 June 2018.

We advise registering as soon as possible.

Please register for this event using the button below.

Mon, Jun 25, 2018 to Tue, Jun 26, 2018
Hotel Sofitel Brussels Europe, Place Jourdan 1, 1040 Brussels, Belgium
Public Event
Registration required: 

Additional Information

After registering online through the www.fi-compass.eu website, registrants will receive an automatic email acknowledging receipt of their registration. This message is not a confirmation of participation. Registrants will be informed in a separate email whether or not they can attend the conference. The decision will be based on targeted audience, available seats and balanced representation of Member States and organisations.


Registration is free. Participants are expected to finance their own travel and accommodation costs. In case of unforeseen circumstances such as force majeure or low participant numbers, the event might be moved to a different date or cancelled. In this case, registered participants will be informed immediately via email. The reimbursement of travel and accommodation expenses or work hours lost will not be possible.