Exhibits open
Agenda
DAY ONE
Chair: Pamela Cross TEP, STEP Board Member; Global Congress Programme Chair; Partner, Borden Ladner Gervais LLP, Canada
Pamela Cross TEP, STEP Board Member; Global Congress Programme Chair; Partner, Borden Ladner Gervais LLP, Canada
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Maurizio Lupoi, Professor Emeritus, University of Genoa, Italy
How a rule of Roman law crossed the case law of English ecclesiastical courts and became a basic rule of contemporary trust law.
Moderator: Bryony Cove, Partner, Farrer & Co, UK
Nuno da Cunha Barnabe TEP, Abreu & Associados, Portugal
Giovanna Gregori, Executive Director, AIDAF, Italy
Sunita Singh-Dalal TEP, Partner, Head of Private Wealth & Family Offices, Hourani & Partners, UAE
Valerie Wu TEP, Pinsent Masons, Singapore
Drawing on their experience in practice and new STEP research that will be launched at this event, a multi-jurisdictional panel consider whether and how attitudes to wealth and tax are evolving, looking at the trends across different cultures and geographies and how these will impact approaches to wealth transfer and succession.
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Bruno Roche, Founder Economics of Mutuality, ONEconomy, Switzerland
Responsible stewardship is not just about moving wealth from one generation to the next; it is about exploring how purpose can drive strategy for enhanced mutual value creation. Bruno Roche, founder of the Economics of Mutuality and former Chief Economist at Mars Incorporated, will discuss how companies achieve a higher level of performance and impact by putting purpose into practice.
Moderator: Samantha Morgan TEP, Partner, RMW Law LLP, UK
Fabrizia Lapecorella, Deputy Secretary-General, Organisation for Economic Co-operation and Development, France
David Lewis, Managing Director, Kroll, France
We bring together a panel to discuss efforts to tackle economic crime. What are the issues, where are the gaps and what’s next in addressing these? A panel with representatives from international standard setting bodies and the industry discuss the challenges and best way forward.
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Moderator: Nicole Cavanagh TEP, Senior Associate, MJM Limited, Bermuda
Gretel Ciniglio de Pérez, Senior Partner, Fabrega Molino, Panama
Carlo Salvato, Professor, Bocconi University, Italy
Technological advancements and changes to the way we work have driven a surge in new, young entrepreneurs in recent years. From influencers to AI app developers, opportunity abounds for the young and digitally savvy to create enormous wealth in a short space of time. These young wealth creators need help to understand how to manage their sudden change in circumstances. Our panel will delve into the challenges advisors of young wealth creators face.
Moderator: Gina Pereira TEP, Founder, Dāna Stewardship Advisory, Bermuda
Chris Moorcroft TEP, Harbottle & Lewis, UK
Joanne Morse TEP, Deputy CEO, Summit Trust International SA, Switzerland
Adrian Pilcher TEP, Partner, ISOLAS LLP, Gibraltar
Kindly sponsored by Rawlinson & Hunter
This session will look at the tension between ethical investing and maximising investment returns – what does it mean for trustees globally? Can trust legislation be reformed to provide greater certainty to trustees?
Moderator: Julie Man TEP, Partner, Russell-Cooke LLP, UK
Alvaro Aznar Azcarate TEP, Partner & Head of International, Buckles Solicitors LLP, Spain/UK
Dr. Dhruv Janssen-Sanghavi, Founder, Janssen-Sanghavi & Associates – International Tax Counsel, India/Netherlands
Cindy Brittain TEP, Partner, Holland & Knight LLP, US
Andrew Powell, Barrister, 4PB, UK
Our panel discuss a case study of a complex, multi-jurisdictional modern family, exploring the status of children and whether or not they are entitled to inherit.
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Moderator: Tim Farmer, Managing Director, Tim Farmer Ltd, UK
Sandra Challma, Chief Executive Officer, Cognes Medical Solutions, Sweden
Professor Chiara Favilli, Associate Professor, Lawyer, University of Pisa, Italy
Leah Sewell TEP, Barrister, Chalfont Chambers, Australia
Dr Kenneth Shulman, Professor of Psychiatry, Faculty of Medicine, University of Toronto, Canada
As AI increasingly becomes part of our professional and personal lives, we’ve all been thinking about how we can use AI tools and platforms to make us more efficient and effective, with all the risks and benefits this brings. Assessing clients’ capacity is crucial to so much of what we do. How can AI help us to determine a client’s capacity? What are the risks associated with this and do they outweigh the benefits?
Emma Chamberlain CTA TEP OBE, Barrister, Pump Court Tax Chambers, UK
Ronald E Evans TEP, Managing Partner, BakerMcKenzie, Venezuela
Calls for wealth taxes on the world’s super rich as a means to tackle inequality are gaining momentum – with the Brazilian proposal to introduce a global wealth tax at the G20 and US President Biden’s promise to impose a billionaire tax if re-elected. But is this the panacea it is claimed to be? Is a global wealth tax workable? Our panellists debate the pros and cons.
Pamela Cross TEP, STEP Board Member; Global Congress Programme Chair; Partner, Borden Ladner Gervais LLP, Canada
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Please join us for a networking reception and dinner at Villa Miani after the opening day of the Congress. Built in the late 19th century at the top of Monte Mario, close to the dome of St Peter’s, Villa Miani offers one of the most exclusive panoramic views of Rome. Enjoy drinks and dinner while discussing Day One key topics and networking with fellow delegates.