Morning Chair: Rod Luker TEP, STEP Board Member 
Afternoon Chair: Emma Facey TEP, Deputy Chair of STEP England and Wales Regional Committee 

Registration and refreshments

Exhibits open

Morning briefing in association with Jersey Finance: The Evolution of Philanthropy

Moderator: Joe Moynihan, Jersey Finance, Jersey
Penny Chapman, BDB Pitmans, UK
Suzanne M. Reisman, Law Offices of Suzanne M. Reisman, UK
Russell Waite, Affinity Private Wealth, Jersey

Philanthropy and sustainable finance are fast becoming a priority for high net worth millennial investors. This isn’t a trend; it’s a growing sector of expertise. The panel will examine how the philanthropic endeavours of the next generation of wealth-holders is affecting the way companies do business, how families, individuals and firms are adapting to align their values with investment and how sustainable finance will impact the future of private wealth management.

Welcome from Conference Chair

Rod Luker TEP, STEP Board Member 

Welcome from Rawlinson & Hunter

Mark Harris TEP, Senior Partner and Chairman of International Grouping

Keynote Session 4 - Asset allocation implications from stagflation

Christian Mueller-Glissmann, Goldman Sachs International, UK

High and sticky inflation since the COVID-19 crisis has material implications for asset allocation and portfolio construction - real returns across assets are likely to lower and bonds are less of a hedge for equities. A combination of new investment strategies, including more allocation to real assets and new risk management techniques are required to achieve acceptable returns without unacceptable risk.


Mainstage Session 3 - The twain shall meet

Moderator: Gina Pereira TEP, Meritus Trust Company, Bermuda
Paul Polman, Business leader, Campaigner and Co-author of “Net Positive: how courageous companies thrive by giving more than they take” 
John Riches TEP, RMW Law, UK

The cry for 'profit with purpose' is growing, demanding greater transparency and accountability of wealth owners. This session will explore how wealth creation and ‘doing good' combine to form the responsible stewardship of wealth movement. Through the eyes of business and private wealth representatives, our panel will explore how to pivot towards a triple bottom line that equalises profit, people, and planet and the challenges this presents for advisers.

Networking and refreshments


Mainstage Session 4 - Trusting trusts: keeping the faith in a hostile world

Moderator: Samantha Morgan TEP, RMW Law LLP, UK
Katie Hooper, Mourant, Jersey
Harry Joffe TEP, Discovery Life and Discovery Life International, South Africa
Roland Jones TEP, The Axebridge Group, Barbados
David W Marks QC TEP, Inns of Court, Australia

Trusts have been accused of being secretive entities ensuring assets are held in “ownerless limbo”, abusive in that they protect against legitimate claims of creditors and tax authorities, and vulnerable to being used for fraud and tax evasion.

In the world of anti-money laundering legislation and beneficial ownership registers trusts appear to be at a disadvantage in comparison to corporate structures.  It has been suggested that this is the quid pro quo of taking advantage of such a potentially abusive arrangement.

In this session our panel of international experts will consider what steps have been taken in the trust industry and legislative and tax authorities to ensure that trusts are only used for legitimate reasons and what steps may (or should/could) be taken in the future.

Networking lunch

Kindly sponsored by Rawlinson & Hunter

Specialist Sessions


Option 1: The importance of family businesses from the Rising Generation’s perspective

Moderator: Kecia Barkawi-Hauser TEP, VALUEworks, Switzerland
Iraj Ispahani, Ispahani Advisory Ltd., UK
Maria Villax, Bedrock Group, UK

Most family businesses are created for the long run, with patriarchs handing over the firm thoughtfully to the next generation. The pandemic has made clear that fundamental change to business models can occur unexpectedly. Disruptive technologies, changing behaviours, and the confrontation with mortality, create huge risks and opportunities, and require a rethink on how to lead, manage and hand over the business. 

During this panel members of the Rising Generation will discuss challenges and develop ideas for successful transitions and business agility towards a sustainable future.

Kindly sponsored by Accuro

Option 2 - Predatory behaviours and the vulnerable client: a quiet welfare disaster?

Moderator: Louise Lewis TEP, Freeths LLP, UK
Dan Holloway, University of Oxford, UK
Kimberly Whaley TEP, Whaley Estate Litigation, Canada

Around 1 in 6 people aged 60 or over suffered some abuse in community settings in the past year (WHO statistic: and rates of abuse have increased during the pandemic. Practitioners note the rise in exploitation of vulnerable clients, and the ways in which that exploitation is evolving.

This session will consider:

  • The current risks
  • The potential future risks
  • Possible solutions 
  • Approaches in different jurisdictions
Option 3 - Reinventing philanthropy for greater environmental impact

Moderator: Caty Batten, Intaconnected, UK 
Karl Burkart, One Earth, Rockefeller Philanthropies, USA
Stephen Fern, Ark2030, UK 
Ana Toni, Instituto Clima e Sociedade, Brazil

Climate change promises to alter global socio-economics and widen inequalities across the world. This panel discussion will illustrate why and how philanthropy must evolve in design and approach, interacting across stakeholders and sectors to stay relevant. It will explore, through examples taken from the work of the panelists, how philanthropy will go hand in hand with a more disruptive approach, involving investors and businesses and new models beyond traditional non-profit grant making, to achieve greater environmental impact.

Change rooms for next Specialist Sessions


Specialist Sessions repeated – options as listed above


Networking and refreshments


Mainstage Session 5 - Supported decision-making: here to stay?

Moderator: Kathleen Cunningham TEP, KM Cunningham, Canada
Sherlynn G. Chan TEP, Deacons, Hong Kong
Bernice Evoy, Banking & Payments Federation Ireland – BPFI, Ireland
Áine Flynn, Decision Support Service, Ireland 
Cheolung Je, Korean Research Center for Guardianship and Trusts at Hanyang University, Republic of Korea

TEP clients and family members experience a range of cognitive challenges over the span of someone’s life. The UN Convention on Rights of Persons with Disabilities requires State Parties to take appropriate measures to provide persons with disabilities access to the support they may require in exercising their legal capacity, while ensuring that all measures provide for appropriate and effective safeguards to prevent abuse.  Implementing the convention requires a paradigm shift in how society thinks about capacity, decision-making and protection.

Keynote Address 5 - Artificial Intelligence (AI) - Opportunities and threats for the professions

Professor Richard Susskind OBE, Oxford Internet Institute, UK

Artificial Intelligence (AI) is more widely used and discussed than ever. Auditors, doctors, lawyers, architects and other professionals are increasingly tapping into AI, both to support and sometimes even to replace their work. Huge bodies of data are yielding remarkable patterns, trends, and predictions. Our speaker will discuss the opportunities AI presents and the potential threats facing professionals.

Final remarks

Emma Facey TEP, Deputy Chair of STEP England and Wales Regional Committee
Nancy Golding QC TEP, Chair of STEP Worldwide
Mark Walley, CEO of STEP Worldwide


Close of Conference