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

08:00           Arrival and registration

Breakfast refreshments served

09:00           Opening Remarks

Speaker:  The Hon. Elsworth N. Johnson, Minister of Financial Services, Trade and Industry and Immigration, The Commonwealth of The Bahamas

09:20           Guest speaker: Andrew P. Morriss, Dean, School of Innovation & Vice President for Entrepreneurship and Economic Development

09:40          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: Stephen Harris, CEO, ClearView Financial Media

Panelists:

Linda D’Aguilar, Partner, Glinton Sweeting O’Brien

Michael Paton, Partner, Lennox Paton

Sarah Packington, Partner, Graham Thompson

Christina Rolle, Executive Director, The Securities Commission of The Bahamas

10:35           Audience Q&A with panellists

10:55          Networking

11:30           Event close

Light refreshments available