Understanding the role of International Financial Centers (IFCs) and their place within the global economy has become increasingly important for those wealth planners wishing to expand their investments and financial service responsibilities.
In response to this pressing need for up-to-date and reliable knowledge about this sector, the theme of this IFC World Breakfast Briefing will be the main products and services available from these financial centres, and what differentiates them from other jurisdictions. This 50-minute panel session will also shine a light on the latest policy and regulatory developments. We are delighted to have secured senior experts from The Bahamas to lead the discussion and share their experience.
Attendees will leave the Breakfast Briefing understanding why IFCs can be a compelling choice for service providers and intermediaries to do business. What are the key growth drivers and product innovations? In finding answers to these pertinent questions, The Bahamas, which has an evolving fund industry, will present a useful and informative case study for investors and their advisors. The relative benefits of making the most of IFCs for wealthy individuals and families looking to establish family offices will be discussed.
Agenda To be confirmed
08:00 Arrival and registration
Breakfast refreshments served
09:00 Opening Remarks
Speaker: Minister Symonette, Minister of Financial Services, Trade and Industry and Immigration.
09:10 Guest speaker (To be confirmed)
09:30 Panel discussion/Roundtable:
Subject: The International Financial Centre Value Proposition
- Selecting Service providers
- Private Wealth Management
- Family Offices
- Investment Funds and DARE
- Case study: Bahamas Products and Services, Investment Fund Deep Dive
Chaired by Clearview CEO – Stephen Harris
Panelists to be announced
10:25 Audience Q&A with panellists
10:35 Networking & event close
Light refreshments available
Date and TimeDate: Thursday 26th September • 2019
Time: 8:00 am – 11:00 am
TBC - New York City
Address: Manhattan, New York, United States
ClearView Financial Media
Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.
He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.
Taking his wealth management knowledge from behind his publications, Stephen is often at the centre a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.
Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.