Agenda

DAY ONE

25February
DAY ONE

Chair: Pamela Cross TEP, STEP Board Member, Global Congress Programme Chair, Borden Ladner Gervais LLP, Canada

08:00
Registration and refreshments

Exhibits open

08:45
Welcome from Chair

Pamela Cross TEP, STEP Board Member, Global Congress Programme Chair, Borden Ladner Gervais LLP, Canada 

08:55
Welcome from STEP Worldwide

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09:10
Welcome from Headline sponsor

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09:15
Keynote 1: Lessons from Ancient Rome

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.

09:45
Mainstage Session 1 – Evolving attitudes to wealth

Giovanna Gregori, Executive Director, AIDAF, Italy
Sunita Singh-Dalal TEP, Partner, Private Wealth & Family Offices, Hourani, 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.

10:40
Networking and refreshments

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11:10
Keynote 2: Responsible stewardship: Placing purpose at the core

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.

11:40
Mainstage Session 2: Tackling economic crime: What next and where should responsibility lie?

Fabrizia Lapecorella, OECD, Italy
David Lewis, Managing Director, Kroll, France
Samantha Morgan TEP, Partner, RMW Law LLP, UK

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.

 

12:35
Networking lunch

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13:50
Specialist sessions

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13:50
Option 1: Advising young wealth creators

Moderator: Nicole Cavanagh TEP, Senior Associate, MJM Limited, Bermuda 
Gretel Ciniglio de Pérez, Senior Partner, Fabrega Molino, Panama
Professor Carlo Salvato, Dean of the Graduate School – Deputy Rector, Bocconi University, Italy     
Jiawei Ye, Saudi Arabia 

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.

13:50
Option 2: Trusts and ESG – balancing risk and reward

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

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?

13:50
Option 3: Unhappy modern families: Failing to plan

 Alvaro Aznar Azcarate TEP, Partner & Head of International, Buckles Solicitors LLP, UK 
Dr. Dhruv Janssen-Sanghavi, Janssen-Sanghavi & Associates, India
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. 

14:35
Change rooms for next Specialist Sessions

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14:40
Specialist Sessions repeated – options as listed above

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15:25
Networking and refreshments

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15:55
Mainstage Session 3: Capacity assessment? There’s an app for that!

Moderator: Tim Farmer, Comentis, UK
Sandra Challma, Chief Executive Officer, Cognes Medical Solutions, Sweden
Professor Chiara Favilli, Associate Professor, Lawyer, University of Pisa, Italy
Leah Sewell TEP, 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? 

16:50
Mainstage Session 4: Is a global wealth tax the answer to widening inequality?

Emma Chamberlain CTA TEP OBE, Barrister, Pump Court Tax Chambers, UK 
Judge Dennis Davis, University of Cape Town, South Africa
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.

17:35
Closing Address

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17:40
Day 1 Close

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19:00
Drinks reception and dinner

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 whilst discussing Day One key topics and networking with fellow delegates.