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Transcontinental Trusts: Bermuda 2023
5-7 July 2023
Hamilton Princess & Beach ClubBermuda
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Main Conference Day 2

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Main Conference Day 2

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08:30 - 09:0030 mins
Registration
    09:00 - 09:1010 mins
    Main Conference Room
    Chairpersons Opening Remarks
    • Basil Zirinis - Partner, Sullivan & Cromwell LLP
    • Natasha Hernandez - Head of Trusts Services, Conyers
    09:10 - 09:5545 mins
    Main Conference Room
    Leaving with Style (And Your Money): An Examination of Expatriation
    • Beatrice Puoti, Stephenson Harwood
    • Sonia Velasco - Partner, Cuatrecasas Gonçalves Pereira
    09:55 - 10:4045 mins
    Main Conference Room
    Protectors - Case Law Developments & Drafting Implications
    • Keith Robinson - Partner, Carey Olsen
    10:40 - 11:0020 mins
    Morning Refreshments
      11:00 - 11:4545 mins
      Main Conference Room
      Challenges & Opportunities Facing Trustees
      • Gilead Cooper KC - Barrister, Wilberforce Chambers
      • Stephen Alexander - Partner, Mourant
      • Gina Pereira - Managing Director, Client & Fiduciary Stewardship, Meritus
      11:45 - 12:3045 mins
      Main Conference Room
      Getting Caught in the Cross-Fire: The Increasing Intersection Between the Trusts World and Criminal Enforcement
      • Richard Manyon - Partner, Payne Hicks Beach
      • Nicolas Bourtin - Partner, Sullivan & Cromwell
      12:30 - 14:0090 mins
      Lunch
        14:00 - 14:4545 mins
        Main Conference Room
        Family Offices: A Jurisdictional Breakdown
        • Georgina James - Partner, Farrer & Co
        • Alessandro Bavila - Partner, Maisto e Associati
        • Melissa Pope - AVP, Butterfield Trust
        14:00 - 14:4545 mins
        Louise Room
        US Tax Update
        • Stanley Barg - Partner, Kozusko Harris Duncan
        • Jeannette Yazedjian - Head of Wealth Planning, North America, Sequent Group
        14:45 - 15:3045 mins
        Main Conference Room
        Update on Fine Art
          14:45 - 15:3045 mins
          Louise Room
          Alternatives to Trusts
          • Alexis Hille - Counsel, Farrer & Co
          15:30 - 16:0030 mins
          Afternoon Break
            16:00 - 16:4545 mins
            Main Conference Room
            Beneficial Ownership Registers: Where are We Now and What is Next?
            • Filippo Noseda - Partner, Mishcon de Reya
            • Thomas Fletcher - Barrister, Maitland Chambers
            16:45 - 17:3045 mins
            Main Conference Room
            Family Governance/Responsible Stewardship
            • Nick Jacob - Partner, Forsters
            • Charlie Maydon Grace - Partner, Macfarlanes
            17:30 - 17:4515 mins
            Main Conference Room
            Chairs’ Closing Remarks & Close of Conference
            • Basil Zirinis - Partner, Sullivan & Cromwell LLP
            • Natasha Hernandez - Head of Trusts Services, Conyers
            • Jon Conder - Partner, Stephenson Harwood
            • Fozeia Rana-Fahy - Director, MJM
            17:45 - 18:4560 mins
            Farewell Drinks Reception at the Regency Terrace, Hamilton Princess Hotel
              Main Conference Day 1
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