AGENDA

Thursday Oct 24

The Ritz-Carlton, Key Biscayne

COCKTAIL PARTY

From 6:00pm – 8:00pm

SUMMIT CONFERENCE DAY

 Friday Oct 25 from 8:00am – 6:00pm

Summit Platinum sponsor

8:00am to 9:00am

BREAKFAST AND BRIEF

9:00am to 9:15am

WELCOME INTRODUCTION

Madelayne Cordero

STEP MIAMI CHAIR | Chief Fiduciary Officer and Head of Trust, Amerant Bank

Armando Hernandez

Chief Executive Officer, H&CO, LLP

9:15am to 9:45am

STEP CEO INTRO

Mark Walley

Chief Executive STEP

9:45am to 10:00am

FOUNDER’S AWARD PRESENTED TO HAL WEBB

10:00am to 10:45am

INVESTING IN A GLOBAL MARKET 

Elaine King

Founder, Family and Money Matters

Miguel Rozensztroch

CEO – South/Central America and North America NRC, AllianceBernstein

Moderated by

Theo Burrows

Head of Legal for International Trusts & Estates at J.P. Morgan and the Chairman of both the STEP Bahamas Branch and the annual STEP Bahamas Conference. Also, a Council Member of STEP Worldwide and sits on the Caribbean and Latin America Regional Committee.

10:45am to 11:15am

AM BREAK 

11:15am to 12:15pm

LATAM TAX UPDATE 

An overview of recent tax law changes in Latin America

Flavia Gerola

Senior Associate, Tax and Wealth Management,
Trench Rossi Watanabe (Brazil)

José Miguel Gazitúa

Senior Associate – Private Client & Wealth Management / Corporate Taxation, Cuatrecasas (Chile)

Tania Corina Lechuga-Rivera

Senior Associate at Sánchez DeVanny Eseverri, S.C. (Mexico)

Roberto Cores

EY Private & International Transaction Tax Services Partner, EY Perú

Moderated by

Ana Maria Oñate Bello

Representation Office Director at Corpag and
STEP Colombia Chair

12:15pm to 1:30pm

LUNCH, NETWORKING & DESSERT

1:30pm to 2:30pm

RUMOR HAS IT: A LOOK AT COMPLIANCE IN AN AGE OF AI AND FAKE NEWS

The security and planning risks they pose to the Ultra High Net Worth Global Family

Eric Stephens

Co-Founder & Managing Director, Intellex Forensics

Jacqueline Day

Partner, Control Risks

Mike King

Founder & CEO at iPullRank

Moderated by

Allan Dunlavy

Partner, Schillings

2:30 pm to 3:30pm

KEYNOTE SESSION

Michael Reid

Former Bello Columnist and Senior Editor for Latin America at The Economist

3:30pm to 4:00pm

PM BREAK

4:00pm to 5:00pm

DOMESTICATION DOUBLE-TAKE!

Does keeping your structure offshore make sense?

Deborah Barker Roye

Partner, Ogier

Leslie Share

Shareholder, Packman, Neuwahl & Rosenberg, P.A.

5:00pm to 6:00pm

FAREWELL TOAST ON THE VERANDA

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