Michael Reid

Allan Dunlavy has a wealth of legal and advisory experience assisting clients to resolve high stakes situations, with a background in commercial, media, privacy and intellectual property litigation. He leads Schillings Partners US office with a focus in the Americas, helping them enforce privacy rights and protect data against Big Tech. Allan is recognized in the Spear’s 500 Best Reputation and Privacy Lawyers Index for 2024 and is a Tier 1 specialist in the Private Client Global Elite Directory.

Allan.Dunlavy@schillingspartners.com

With over 15 years of diverse experience, Ana Maria currently serves as the Representation Office Director at Corpag, previously holding roles such as Branch Director at Trustmoore and Senior Attorney at Amicorp and PwC Colombia, demonstrating expertise in legal analysis, compliance, and corporate documentation.

ana@corpag.com

Deborah has a wealth of expertise in Cayman Islands law and legal procedure, specialising in dispute resolution and contentious trust and estate matters. As part of Ogier’s Trusts Advisory Group, she regularly acts for beneficiaries, trustees, executors, protectors, and other fiduciaries on high-value, multi-jurisdictional trust structures and complex estates.

deborah.barkerroye@ogier.com

Elaine King, CFP®, is the founder of Family and Money Matters™, focusing on empowering families for financial wellbeing. She has crafted financial plans for over 1,200 families and 100 enterprises. A Financial Education advocate with 19,000 students, she created LATAM’s first family financial program and won the Best Latin book award. Recognized as a top financial advisor by Investopedia and People Magazine, Elaine serves on the Forbes Advisor Board and is featured in major financial media.

elaine@familyandmoneymatters.com

Eric is a fraud and forensic accounting expert with experience in due diligence, anti-money laundering, and fraud investigations. He advises multinational companies on FCPA compliance and controls. Before founding Intellex Forensics, he worked in US GAAP, international accounting, and risk management, starting his career at Deloitte. In his free time, Eric enjoys cooking, traveling, and outdoor activities.

eric.stephens@intellexforensics.com

Flávia Allegro Gerola was recognized as “Rising Star Associate of the Year” by Legal 500 in 2024, she has also been named a “Star Associate” and “Associate to Watch” by Chambers and Partners from 2021 to 2024. With prior experience at Baker McKenzie LLP <span class=”OYPEnA font-feature-liga-off font-feature-clig-off font-feature-calt-off text-decoration-none text-strikethrough-none”>(Chicago and Miami)</span>, Flávia is known for her meticulous work in tax and succession planning for high-net-worth clients. She is a noted speaker and former Assistant Professor at Fundação Getúlio Vargas.

Flavia.Gerola@trenchrossi.com

Jackie Day leads Control Risks’ Crisis and Security department for the Americas and is based in Washington, DC.
She oversees their specialist consulting teams, including business resilience, crisis and continuity, security, and threat management. Additionally, she manages the services business with more than 100 consultants embedded within client organizations. Jackie is a member of the global senior leadership team of Control Risks and sits on the executive committee for the Americas region.

jacqueline.day@controlrisks.com

Specialist in corporate taxation, high-net-worth individuals and families’ asset protection and generational wealth transfer planning. Tax structuring in M&A, financing and investment projects and reorganizations in Chile. Member of the International Fiscal Association. Lectures on Investment Funds Taxation at Universidad Adolfo Ibáñez.

josemiguel.gazitua@cuatrecasas.com

Specializing in tax, estate, and wealth preservation planning, Leslie has over forty years of experience advising on Broadway productions, real estate exchanges, and offshore and domestic trust structures. He frequently speaks on Florida and offshore trust law, wealth preservation, U.S. tax treaties, foreign investor IRS examinations, internet tax planning, and U.S. overseas investments. He is also a member of STEP.

las@pnrlaw.com

Miguel Rozensztroch is a Senior Managing Director at AllianceBernstein, leading the North American Institutions Client Group and the South/Central America & N.A. NRC Client Group. He oversees business strategy, commercial activities, and client service, drawing on his experience in market insights and working with international clients and institutions across equities and
fixed income.levisa and Univision. Today, as CEO of the Miami Sharks, Mariano is making history by spearheading the launch of Florida’s first professional rugby team, combining his financial expertise with his passion for sports and entertainment.

miguel.rozensztroch@alliancebernstein.com

Mike King is a renowned international speaker and expert in SEO, content strategy, and the impact of generative AI. He is the Founder and CEO of iPullRank, a performance marketing agency. Mike has consulted for major brands such as SAP, American Express, and HSBC, as well as various eCommerce, publishing, and financial organizations. He is set to challenge conventional knowledge about modern search engines with the release of his debut book, The Science of SEO.

mike@ipullrank.com

Roberto is a regional partner at EY Private and co-leader of International Tax & Transaction Services (ITTS) at EY Peru, with over 20 years of experience in international, financial, banking, and insurance tax consulting. He advises on tax planning and wealth management for high-net-worth families. Since joining EY Peru in 1998, he has driven business growth and established a personal tax services department to enhance societal impact.

Roberto.Cores@pe.ey.com

In her 11 years of experience, Corina has advised companies and high net worth individuals on tax issues. She focuses on tax compliance for private wealth clients with foreign investments, wealth planning for international assets, double tax residency issues, asset transfer to next generations, and pre-migration tax planning (into or out of Mexico).

clechuga@sanchezdevanny.com

Theo is specialized in trusts, wills, estate planning, foundations, and private trust companies, and regularly advise on the development of new services, issues arising in trust administration, and regulatory compliance.

theo.tino.burrows@jpmorgan.com