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Transcontinental Trusts: Bermuda 2022
Wednesday June 29 to Friday July 1
Hamilton Princess & Beach ClubBermuda
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Main Conference Day 1

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Main Conference Day 1

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08:00 - 08:3030 mins
Registration
    08:30 - 09:0030 mins
    Main Conference Room
    Breakfast Briefing: Diversity and Inclusion in Trust Companies and Families
    • Leah Scott - Corporate Secretary/Legal Counsel, Harbour Fiduciary Services Ltd
    09:00 - 09:3030 mins
    Pre-conference refreshments
      09:30 - 09:4010 mins
      Main Conference Room
      Chairpersons Opening Remarks
      • Jon Conder - Partner, Stephenson Harwood
      • Basil Zirinis - Partner, Sullivan & Cromwell LLP
      09:40 - 09:5010 mins
      Main Conference Room
      Welcome from Government of Bermuda
      • The Hon. Jason Hayward, JP - MP, Minister of Labour, Bermuda Parliament
      • David Hart - Chief Executive Officer, Bermuda Business Development Agency (BDA)
      09:50 - 10:2535 mins
      Main Conference Room
      Keynote
      • Simon Mundy - Moral Money Editor, Financial Times
      10:25 - 11:1550 mins
      Main Conference Room
      Case Study Part 1: Avoiding Conflict – Cross Border Succession
      • Beatrice Puoti - Partner, Burges Salmon
      • Tina Wüstemann - Partner, Bär & Karrer
      • Geoff Kertesz - Partner, Stewarts
      11:15 - 11:3520 mins
      Morning Refreshments
        11:35 - 12:2045 mins
        Main Conference Room
        Should the law change to encourage trustees to invest in ESG?
        • Chris Moorcroft - Partner, Harbottle & Lewis
        • Gina Pereira - Managing Director, Client & Fiduciary Stewardship, Meritus
        • Gemma Willingham - Partner, Baker & McKenzie LLP
        12:20 - 13:1050 mins
        Main Conference Room
        Global Dispute and Litigation Update
        • Shân Warnock-Smith QC - Barrister, ICT Chambers, 5 Stone Buildings
        • Jonathan Speck - Managing Partner, Mourant Ozannes
        • Joshua Rubenstein - Head of Trusts & Estates, Katten Muchin Rosenman LLP
        • Keith Robinson - Partner, Carey Olsen
        13:10 - 14:2575 mins
        Lunch
          14:25 - 15:1045 mins
          Louise Room
          Middle East
          • Piers Master - Partner, Charles Russell Speechlys
          • Andrew De La Rosa - Barrister, ICT Chambers
          14:25 - 15:1045 mins
          Main Conference Room
          Matrimonial Finance
          • Camilla Baldwin - Partner, Camilla Baldwin
          • Claire Gordon - Partner, Farrer & Co
          • Philippe Pulfer - Partner, Walder Wyss
          14:25 - 15:1045 mins
          Trudeau Ballroom
          Examination of offshore trust judgments
          • James Brightwell - Barrister, Serle Court
          • Hannah Tildesley - Partner, Appleby Bermuda
          • Ashleigh Carr - Senior Associate, Forsters
          15:10 - 15:5545 mins
          Louise Room
          Bermuda: Women and Wealth
          • Vanessa Schrum - Group Head of the Private Client and Trusts Department, Appleby
          • Charmaine Tucker - Executive Vice President, Lombard Odier Trust
          • Melissa Pope - Senior Trust Officer, Butterfield Trust (Bermuda) Limited
          15:10 - 15:5545 mins
          Main Conference Room
          Families of the 21st Century
          • Bryony Cove - Partner, Farrer & Co
          • Hannah Davie - Director, Grant Thornton
          • James Price - Partner and Head of Trust and Probate Litigation department, Stewarts Law
          15:10 - 15:5545 mins
          Trudeau Ballroom
          Mental Capacity
          • Claire Van Overdijk - Counsel, Carey Olsen
          • Michael Mylonas QC - Barrister, Serjeants Inn
          15:55 - 16:2025 mins
          Refreshment Break
            16:20 - 17:0545 mins
            Main Conference Room
            Structuring & Advising for LatAm
            • Juliana Cavalcanti - Partner, Humberto Sanches e Associados
            • Abel Mejía-Cosenza - Partner, Sánchez Devanny
            • Robert Reymond - Partner, Charles Russell Speechlys
            16:20 - 17:0545 mins
            Trudeau Ballroom
            Structuring & Advising for Asia
            • Vikna Rajah - Head Tax, Trust & Private Client, Rajah & Tann Singapore LLP
            • Suzanne Johnston - Partner, Stephenson Harwood
            17:05 - 17:5045 mins
            Main Conference Room
            Challenges & Opportunities Facing Trustees
            • Dawn Goodman - Partner, Withers
            • Francine Mason - Senior Partner, Rawlinson & Hunter
            • Kelly Watson - Client Services Director, Accuro
            17:50 - 18:0010 mins
            Main Conference Room
            Chairpersons Summation
            • Jon Conder - Partner, Stephenson Harwood
            • Fozeia Rana-Fahy - Director, MJM
            18:45 - 21:45180 mins
            Beach Party
              Pre-Conference Networking
              NextMain Conference Day 2
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