STEP Caribbean Conference

The STEP Caribbean Conference returns this year in Panama on 10-12 May 2023. Join us for this essential two-day conference where a line-up of industry experts will address the key themes to help you drive change in an uncertain world.

With a welcome reception the evening before the conference commences and a farewell gala dinner to close, this conference will give you the opportunity to mingle and network with peers from across the region and around the world.

We look forward to seeing you there!

Agenda

Topics will include:

Insolvent trusts
Planning for the modern family
Environment Social Governance/Diversity and Inclusion in the trust world
Psychology of family governance
Practicalities of trustees holding digital assets
Economic substance/accounting records
Offense vs defense – protecting your client’s reputation across borders
Movement of trust structures
De-risking: The history, impact and unintended consequences to the Island Nations of the Caribbean
Privacy and transparency update

Plus breakout sessions:

Anti-Bartlett Clauses – staging interventions
US implementation of UBO registration & tax update
Jurisdictional spotlight on Italy
USA, Canada, UK – jurisdictional updates
LatAm – jurisdictional update

View agenda

Speakers include

Kerry Anderson, Partner, O’Neal Webster
Rodrigo Castillo Cottin, Partner, Rimôn Law
Nadia Chiesa, Partner, WeirFoulds LLP
Brian Cohen TEP, Partner, Gowling WLG
Winston Connolly, Managing Partner, Chancery ESG Ltd
Wendy Delmar, Chief Executive Officer, Caribbean Association of Banks
Andrew De La Rosa, ICT Chambers
Allan Dunlavy, Partner, Schillings
Ashley Fife TEP, Counsel, Carey Olsen
Nick Jacob TEP, Partner, Forsters
Margaret O’Sullivan TEP, O’Sullivan Estate Lawyers
Stephen Pallister TEP, Partner, Wiggin Osborne Fullerlove
Gina Pereira, Managing Director, Meritus Trust Company Limited
Beatrice Puoti, Partner, Stephenson Harwood
Rosa Restrepo TEP, Partner, Arias, Fabrega & Fabrega
Shân Warnock-Smith TEP KC, 5 Stone Buildings/ICT Chambers
Zoe Wyatt, Partner & Head of Crypto & Digital Assets, Andersen LLP

View speaker biographies

View all speakers

Booking

Standard rate

Members: USD 1,499
Non-members: USD 1,699
One-day pass* (members and non-members): USD 500

Local rate

STEP Colombia | STEP Panama members: USD 1,000

*Hospitality pass for a one-day rate is an additional USD 250

Group rate
A discount of 10 per cent will be applied for bookings of four or more delegates (does not include day passes).

Hotel
To reserve a room at the Hilton Panama please make your booking here

Register now

Thank you to our sponsors