Overview

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

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: Andrew Morris 

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

10:30          Networking

11:30           Event close

Light refreshments available


Logistics

Date and Time

Date: Thursday 26th September - 2019
Time: 8:00 am – 11:30 am

Venue

The Century Association

Address: 7 West 43rd Street New York, N.Y. 10036

Telephone: +1(212) 944-0090


Sponsors

Keynote Speaker

Andrew P. Morriss

Andrew P. Morriss

Dean, School of Innovation & Vice President for Entrepreneurship and Economic Development

Texas A&M University

Andrew Morriss is Dean of the School of Innovation, Texas A&M University. He received his A.B. from Princeton University, his J.D./M.Pub.Aff. from the University of Texas, his Ph.D. (Economics) from M.I.T., and his M.Ed.Tech. from Texas A&M. He writes widely on IFCs, including IFCs need to become Apple, IFC Economic Report (Winter 2018/2019), Creating Cayman as an Offshore Financial Center: Structure and Strategy since 1960 (with Tony Freyer), Ariz. St. L.J. 45:1297-1398 (2013), and Moving Money: International Financial Flows, Taxes & Money Laundering (with Richard Gordon), Hastings Int’l & Comp. L. Rev. 37:101-224 (2013) and edited Regulatory Competition and Offshore Finance (AEI Press, 2010).

Speakers

Linda Beidler-D’Aguilar

Partner

Glinton Sweeting O’Brien

Linda Beidler-D’Aguilar joined Glinton Sweeting O’Brien as a partner in July 2015.  In her practice she specializes in the structuring and creation of vehicles (including investment funds) for multinational institutional clients as well as private clients; she also advises on corporate transactions, securities law, including public and private offerings.  After being called to the Bar she worked in a top tier Chicago firm and at Kelley Drye & Warren’s Washington D.C. office, and then moved to The Bahamas in 1991.  Linda was employed by two major trust companies before she was recruited to serve as in-house intellectual property counsel to Bacardi & Company Limited; she returned to private practice in 2003. Linda served as a Director of the Bahamas Financial Services Board from 2010 to 2014, and continues to be active in BFSB’s regulatory, legislative and product development initiatives.  She was a member of BFSB’s ICON Working Group that received the Development and Promotion Award in 2014; in 2016 she received BFSB’s Minister’s Award for services to the financial services industry.

 

Michael Paton

Partner

Lennox Paton

Michael is head of the firm’s Corporate & Commercial, Investment Funds and Banking and Securities Group and has specialist experience with wealth management structures.  Ranked Band 1 in both Chambers Global and the Chambers High-Net-Worth Guide, he is considered one of the top lawyers in The Bahamas.  Michael is former chairman of the Bahamas Financial Services Board, current deputy chairman of the Securities Commission of the Bahamas, a member of the government Tax Steering Committee and a qualified Certified Public Accountant (non-practising) in the USA.

Christina R. Rolle

Executive Director

Securities Commission of The Bahamas

Christina R. Rolle is the Executive Director of the Securities Commission of The Bahamas, and has over 20 years of experience in the financial services industry.  Over the course of her career, she has acted as Director and Deputy CEO for a prominent international private bank and held various senior managerial positions with local and other international institutions including Head of Trust and Fiduciary, Head of Risk, Compliance and Corporate Governance and Manager of Banking Services. She was a member of the FATCA advisory group for the Government of The Bahamas and has served on the Board of Directors of The Bahamas Financial Services Board (2009 – 2012) and the Society of Trust and Estate Practitioners (STEP), Bahamas branch (2003 – 2005).

Brent Symonette

Bahamas Minister of Financial Services, Trade & Industry and Immigration

The Honourable Brent Symonette is Bahamas Minister of Financial Services, Trade & Industry and Immigration. An alumnus of Brunel University in Middlesex, England, he is a Barrister-at-Law having been called to the Bahamas Bar in 1978. Mr. Symonette is a respected and experienced politician having served in many governmental capacities for approximately thirty years. His political career began in 1987 where he was appointed to the Senate of The Bahamas serving in this capacity for two consecutive five year terms. In 2002, he was elected as the Member of Parliament for the Montagu Constituency. During his parliamentary career he served as Minister of Tourism and Attorney General, Deputy Leader of the Free National Movement Party (FNM), Deputy Prime Minister, and Minister of Foreign Affairs and Immigration.

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Sponsors