STEP Cayman Conference 2023 | STEP – Advising Families Across Generations | 19 January 2023 | The Ritz-Carlton, Grand Cayman, Seven Mile Beach, KY1-1209, Cayman Islands

This event will explore a range of topical issues pertinent to the trust industry with a special focus on wealth structuring.

The agenda includes key sessions such as:

• The evolution of IFCs and the future of wealth structuring
• Managing modern assets
• Fraud and reputation management
• The rise and rise of the family office
• The next gen revisited
• Digital Assets, artificial Intelligence, and the tech world – challenges for trustees in the Cayman Islands
• A new world of regulation and sanctions
• Protecting the vulnerable - questions of capacity
• New approaches to trust and estate litigation
• And much more…

2023 Speakers

Julia Abrey TEP
Owner, Withers LLP

Sherice Arman
Partner and Co-head of the Asset Finance Practice, Maples Group

Dean Armstrong KC
Head of Chambers, 36 Commercial

Petri Basson
Co-Founder, Hash Data

Maxine Bodden Robinson TEP
Deputy Chair, Society of Trust and Estate Practitioners

Scott A. Bowman TEP
Partner, McDermott Will & Emery

James Brockhurst TEP
Partner, Forsters LLP

Rohan Bromfield
Head of the Fiduciary Services Division, Cayman Islands Monetary Authority

Esmond Brown
Counsel, Appleby (Cayman) Ltd.

Patrizia Bruzio
Managing Director, Brown Brothers Harriman

Paul Byles
Director, FTS Ltd

Bernadette Carey TEP
Partner, Carey Olsen

Rose Chamberlayne TEP
Partner, Wiggin Osborne Fullerlove

Tamara Corbin TEP
R&H Trust & Corporate; Chair of STEP Cayman Islands

Sarah Cormack
Partner, Mills & Reeve

Paul D'Alessandro, Jr. TEP
Partner, Bilzin Sumberg

Carlos De Serpa Pimentel TEP
Partner, Appleby

Lucy Diggle TEP
Senior Counsel, Walkers

Chris Duncan TEP
Counsel, Carey Olsen

Allan Dunlavy
Partner, Schillings

Hon. André Ebanks
Minister for Financial Services & Commerce

Carrie Harding
Panthera International

Patrick Harney TEP
Partner, Mishcon de Reya LLP

Sarah Jacobson TEP
Partner, Day Pitney LLP

Dr. Sara Johnson TEP
Vice President HNW Planning, RBC Family Office

Andrew Leggatt
Managing Director, Butterfield Trust (Cayman) Limited

Richard Lewis TEP
Director, FFP (Cayman) Limited

Robert Lindley TEP
Partner, Conyers

Marc Lockhart M.D.
Psychiatrist, Behavioral Health Associates Cayman

James Long TEP
Director, Client Services, Summit Trust (Cayman) Limited

John Machell KC
Barrister, Serle Court

Robert Mack TEP
Maples Group

Robert Madden TEP
Managing Director, Alexandria Bancorp

Emily Mailer TEP
Consultant, Howard Kennedy

Henry Mander TEP
Partner, Harneys

Michael Mansfield KC
Head Trustee and Co-founder, SOS Silence of Suicide

Yvette Greenway Mansfield
Chief Executive Officer, SOS Silence of Suicide

Justine Markovitz TEP
Partner and Chairperson, Withers

Charlie Maydon Grace
Private Client Partner, Macfarlanes LLP

Alan Milgate TEP
Senior Partner, Rawlinson & Hunter LLP

Andrew Miller
Partner, Bedell Cristin

Menelik Miller TEP
Counsel, Appleby

Stella Mitchell-Voisin TEP
Managing Director, Summit Trust International SA

Julian Morris
Senior Fellow, Reason Foundation

Arun (Ernie) Nagratha
Partner, Trowbridge Professional Corporation

Regina Oliver TEP
Vice President, International Premier Banking, Cayman National Bank Ltd., Cayman Islands

Margaret O'Sullivan TEP
Managing Partner, O'Sullivan Estate Lawyers

Anthony Partridge TEP
Private Wealth Partner, Ogier

Andrew Peedom TEP
Counsel, Collas Crill

Mike Philbrick
Chief Executive Officer, ReSolve Asset Management Global

James Price
Partner, Stewarts

Conrad Proud TEP
Client Director, Ocorian

David Pytches TEP
Partner, Walkers

Rachael Reynolds KC
Global Senior Partner, Ogier

Jennifer Ridgway
Partner, Farrer & Co LLP

Naomi Rive TEP
Owner Manager / Group Director, HIGHVERN

Emma Santiago TEP
Director, Family Office Services, Crestbridge Cayman Ltd.

Hon. Chief Justice Sir Anthony Smellie KC

Kristina Soutar
Lawyer, Thorsteinssons LLP

Clare Stanley KC
Barrister, Wilberforce Chambers

Philippa Stokes TEP
Director, R&H Trust and Corporate

Amy Szostak TEP
Director of Family Education and Governance, Northern Trust

Lisa Vizia TEP
Director, Saffery Champness

Kathryn von Matthiessen TEP
Partner, Katten

Mark Walley
Chief Executive, STEP

Shân Warnock-Smith KC TEP
Queen's Counsel, ICT Chambers/5 Stone Buildings

Zoe Wyatt
Partner, Andersen LLP

Ian B. Zinn
Principal, AB Bernstein

2022 Sponsors

HEADLINE SPONSOR:
• Ministry of Financial Services and Commerce

PLATINUM SPONSOR:
• Dart Family Office

SOCIAL:
• Ogier

GOLD SPONSORS:
• HIGHVERN
• IMG
• IRG International
• R&H Trust & Corporate

SILVER SPONSORS:
• Appleby
• Harneys
• RBC Wealth Management Dominion Securities

BRONZE SPONSORS:
• Alhambra Bank and Trust Limited
• Alexandria
• Bedell Cristin
• Carey Olsen
• Collas Crill
• Conyers
• JTC
• NCB Capital Markets
• Ocorian
• Saffery Trust
• SWP
• Walkers

DIGITAL SPONSOR:
• Zedra

NETWORKING:
• FFP