Geneva Breakfast Briefing: Brexit

About

Brexit is one of the most important developments to affect the European wealth management industry in years and senior figures from the industry will discuss how the sector moves forward, what changes must be considered and what sort of opportunities present themselves. This Breakfast Briefing will attempt go move beyond superficial headlines and drill down into specific details that practitioners need to understand in the months and years ahead.


Agenda

08.15 – 09.00 Registration and refreshments

09.00 – 10.30 Panel session and Q&A

10.30 – 11.00 Networking


logistics

Date and Time

Date: Tuesday 25th October • 2016
Time: 8:15 am – 11:00 am

Venue

Beau Rivage, Geneva

Address: Quai du Mont-Blanc 13, 1201 Genève, Switzerland


Speakers

Paul Astengo

Senior Executive

Gibraltar Finance

Paul joined Gibraltar Finance in February 2013, tasked with growing the private client proposition, which includes tax residence schemes, trust and company management and banking areas. He has over 30 years’ commercial and banking experience, gained primarily with Barclays in Gibraltar, London and Spain and more recently with NatWest Offshore in Gibraltar. His career has seen him undertake a variety of leadership roles in both the domestic and international markets. He has gained extensive experience in managing client relationships, in particular in the executive, entrepreneurial and high net worth markets. A Gibraltarian by birth, he returned to Gibraltar in 2000 after 20 years overseas to create and grow a relationship service for Barclays Wealth.

Jeremy Leach

CEO

Managing Partners Group

Jeremy Leach is a prominent alternative investment fund manager and sits on the board of a number of hedge funds, property funds and is widely regarded as one of the most knowledgeable asset managers in the field of insurance-linked securities.

He is a member of the Worshipful Company of International Bankers (Incorporated by Royal Charter) and CEO of the Managing Partners Group (MPG), a Global Asset Management organisation that specialises in structuring, managing and administering mutual funds, securitisations and collective investment schemes.

Jeremy has written in excess of 100 technical articles on alternative asset classes and provided regular commentary on financial and economic trends for news media groups including Financial Times, Reuters, Russia Today, Telegraph, USA Today, Daily Mail and Bloomberg as well as being a regular guest speaker on CNBC.

Rod Lockhart

Managing Director

LendInvest Capital

Rod is Managing Director of LendInvest Capital, the funds management division of LendInvest, the world's largest marketplace lender for real estate. LendInvest is bringing technology to the £1.2 trillion UK mortgage market, which has to date been an entirely offline market. LendInvest spun out of Montello, an offline short-term mortgage lender, in 2013 as the first marketplace lender to allow retail investors the opportunity to invest in a mortgage. Today LendInvest investors have lent over £640 million against over 2,300 properties making LendInvest one of the fastest-growing (and most profitable) marketplace platforms in the world. The company also has significant institutional backing; in the summer of 2015, LendInvest received the largest Series A investment in a UK FinTech business, receiving £22m ($34m) from listed Chinese technology business Beijing Kunlun. More recently, in March 2013, LendInvest secured a £17m ($25m) Series B investment from Atomico, the VC fund led by Skype founder, Niklas Zennstrom. LendInvest Capital is a leading UK real estate fund manager (regulated by the FCA), offering two funds and managing a number of committed bank funding lines and managed accounts. The business has grown significantly over recent years and now has assets under management in excess of £300m, with investments in short-term real estate backed loans, joint ventures and co-investments. Before joining LendInvest in spring 2015, Rod was a Senior Director at CBRE in the capital advisory business.

Christine Sullivan

Attorney and Manager Worldwide Private Client Practice

Fragomen Worldwide

Christine is an Attorney and Manager based in our Brussels office, where she manages the delivery of services to private clients and acts as a key point-of-contact for individuals who wish to be employed, be self-employed or reside in one of the Benelux countries or France. As a Manager of Fragomen’s Worldwide Private Client Practice, Christine provides tailored immigration guidance and support to high-net-worth individuals for global residency and citizenship options.

Before joining Fragomen, Christine worked at a major immigration law firm in the Netherlands, where she focused on all aspects of Dutch immigration including the highly skilled migrant scheme, intra-company transfer work permits and permits for self-employed persons. Christine headed the firm’s U.S.A. Desk and assisted inbound and outbound American clients with all aspects of migration and corporate questions, particularly American entrepreneurs establishing residency in the Netherlands via the Dutch-American Friendship Treaty.

Christine speaks English and Dutch.


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