Join us at the STEP Bermuda International Conference which will explore the opportunities for private client practitioners and international financial centres amidst geopolitical and economic uncertainty. The event will include a networking cocktail reception on the Harbourfront patio and a cruise on Great Sound with drinks and canapés, an ideal opportunity to re-connect with colleagues and peers and develop your business opportunities.
STEP Bermuda International Conference
Agenda
Topics will include:
- Keynote: Blacklists, regulations and sanctions – is this the end of the offshore world as we know it?
- Protectors: Current issues
- Design flaws in family offices
- The times they are-a-changing: How growing movements around responsible wealth and business are impacting the role and responsibilities of trustees
- Beneficial ownership and transparency developments
- Private banking and white-collar crime
- Case study – Cross-border tax issues for offshore trusts
- What trustees of trusts for LatAm families ought to know
- Trustee duties when investing in digital assets
- Trust case updates
- Global taxation developments
Speakers
Speakers include:
- Stephanie Bernard TEP, Counsel, Carey Olsen
- Allan Dunlavy, Partner, Schillings
- Mary Duke TEP, Independent Advisor to Families
- Berenice Carrasquedo Lopez TEP, Partner, BFC Asesores
- Joseph Field TEP, Senior Counsel, Pilsbury
- Gina M. Pereira TEP, Managing Director, Meritus Trust
- Nicholas Le Poidevin TEP KC, New Square Chambers
- Scott Pearman TEP, Director, Conyers
- James Quarmby TEP, Partner, Stephenson & Harwood
- Shawntel Randi, Senior Associate, Nixon Peabody
- John Riches TEP, Partner, RMW Law
- Ivan Sacks TEP, Partner, Withers
- William Schaaf, Special Counsel, Cadwalader
Booking
Booking rates:
STEP members: USD350 - plus 4 per cent booking fee
Non-members: USD400 - plus 4 per cent booking fee
Shared Ticket - Members: USD450 - plus 4 per cent booking fee
Available to STEP members (Maximum of two employees from the same company may use a shared conference ticket. Please note shared ticket holders cannot enter the conference at the same time).
STEP students: USD200 - plus 4 per cent booking fee
Sponsors
- Bermuda Association of Licensed Trustees – Headline sponsor
- Lombard Odier – Platinum sponsor
- Carey Olsen – Platinum sponsor
- Meritus – Platinum sponsor
- Butterfield Trust – Platinum sponsor
- Conyers – Gold sponsor
- Appleby – Gold sponsor
- Rawlinson & Hunter – Silver sponsor
- Gnosis – Silver sponsor
- Cadwalader – Silver sponsor
- Clarien – Silver sponsor
- Schroder – Bronze sponsor
- Hamilton Trust Company Limited – Bronze sponsor
Sponsorship opportunities are still available.
More information
- For booking or event enquiries please email [email protected]
- View all STEP events
Connect with us