Briefings
Family Wealth Report Panel Discussion – A Wealth of Opportunities
Thursday - 24th October 2024
JW Marriott Marquis Miami
Miami, 255 Biscayne Blvd Way, Miami, FL 33131, United States
Overview
Registration will commence at 2.30pm and the afternoon shall include a knowledgeable dialogue with Sen. The Hon. Michael Halkitis, Minister of Economic Affairs of The Bahamas. This will then follow with a panel discussion to cover various topics but will include:
- Extensive Private client offerings/Fiduciary services
- Comprehensive financial ecosystem
- Strengths servicing multi-generational clients
- International Arbitration
- Invest Here, Live Here (lifestyle)
- Global Connectivity and Accessibility
The event shall then culminate with a cocktail reception at 5.30pm where guests will be able to network with their peers.
Antoine Bastian
Chief Executive Officer
Genesis Fund Services Limited
Antoine W. Bastian is a founder and principal of Genesis Fund Services Limited (“Genesis”), a licensed Unrestricted Investment Fund Administrator in The Bahamas; Antoine has served as the Executive Chairman and CEO since 2004. Prior to Genesis, Antoine served on the Board of Directors of The Private Trust Corporation Limited, and as Director of its Fund Services Department. He was also the Manager of St. Matthew Investment Fund Accounting Limited,, which was associated with the accounting firm Liccar & Co, based in Chicago, Illinois. Antoine previously served as the Deputy Chairman of the Bahamas Financial Services Board and is also a Director of The Nassau Cruise Port, Carbon Management Limited and The Yes Foundation.
Ivylyn Cassar
Chairman
Equity Bank Bahamas Limited
Michael Halkitis
Minister of Economic Affairs
Government of The Bahamas
Stephen Harris
CEO
ClearView Financial Media
Niekia Horton
CEO & Executive Director
Bahamas Financial Services Board
Theo T. Burrows
Chairman
STEP Bahamas Branch
Chairman, STEP Bahamas Branch & Executive Director, J.P. Morgan Trust Company (Bahamas) Limited
Paul Winder
Global Head of Wealth Planning
Deltec Bank & Trust
Register
To register for this event, please use this link