Exclusive Breakfast Briefing: Leverage IFCs for Family Wealth

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.

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).

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).

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.

https://gsolegal.com/ 

Michelle is a Partner in the firm’s Banking and Finance, Corporate and Commercial, Investment Funds, Private Client Groups. She is widely known for her work in investment funds, securities law, corporate and commercial matters, banking and finance, mergers and acquisitions, employment law, immigration, probate, private client and wealth management matters.  She routinely works with both international and local clientele ranging from large financial institutions and international law firms to private individual clients and works closely with the various regulators in The Bahamas. Michelle serves on several Bahamas financial service Board committees namely, she co-chairs the Immigration and ease of doing business working group committee and the investment funds working group committee.

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.

The Hon. Elsworth N. Johnson was elected to the House of Assembly in May, 2017 and appointed by the Prime Minister to serve in the Cabinet of The Bahamas as Minister of State for Legal Affairs in the Office of the Attorney General from May 2017 a post he held until June, 2019.  On 1st July, 2019, he assumed the post of Minister of Financial Services, Trade and Industry and Immigration.

Minister Johnson is a graduate of the College of The Bahamas, where he attained an Associates of Arts Degree in Law and Criminal Justice. In 1997, he enrolled in the University of the West Indies, and successfully completed his Bachelor of Laws Degree with Honors.  In 2003 Minister Johnson obtained his Legal Education Certificate from the Eugene Dupuch Law School and was called to The Bahamas Bar. In 2010 he attained a Master’s Degree in Corporate and Commercial Law from the University of The West Indies.

He is a past President of The Bahamas Bar Association and former Principal Partner in the law firm of Johnson & Associates.  He is also a member of the International Bar Association.