Agenda (Day 1) 2018

Mastering the wave of change

31st January 2018

Congress Centre Kursaal, Interlaken, Switzerland.

REGISTRATION, BREAKFAST & NETWORKING

Kindly sponsored by Butterfield Trust (Switzerland) Limited

WELCOME FROM SWISS & LIECHTENSTEIN STEP FEDERATION

WELCOME FROM STEP WORLDWIDE

KEYNOTE ADDRESS - PROFESSOR HANS PETER BECK, CERN

With the discovery of the Higgs particle, the CERN's particle physicists celebrated a spectacular achievement in July 2012. The discovery had a huge impact that generated over 150,000 media reports and which reached over one billion people worldwide.

As a leading scientist at CERN, Professor Beck holds pivotal functions in the design, development and construction of key elements of the ATLAS experiment.  He also leads teams unraveling the physics results hidden in the vast amount of data produced with every proton-proton collision at the Large Hadron Collider.  He is one of the programme’s principal ambassadors and addresses audiences at all levels of understanding about the importance of CERN's work to business, medicine, and public life in general.

Professor Beck’s talk will give a fascinating insight on the work and extraordinary achievements secured by CERN in recent years, and the impact this has had on advancing understanding of the inner works of the Universe from the Big Bang to today. 

Spin-offs created by the fundamental research at CERN cover many aspects from advances in technology and bringing people together from all nations and ethnicities, to training young people to excel in all they do.  In short, to achieve the unimaginable.  When these young people leave CERN they perform in new and exciting ways, adapting the skills they have developed to tackle challenges in new and imaginative ways.

 

Hans Peter Beck - Senior Scientist and a research team leader, CERN; President of the Swiss Physical Society; Albert Einstein Center for Fundamental Physics 

 

THE CHANGING POLITICAL LANDSCAPE - EFFECTS ON EUROPE AND IN PARTICULAR CH/FL

  • What are the biggest game changers now in regulation, succession and tax law in the EU, UK and CH/FL.
  • Effects of Brexit and independence desire of European regions.
  • Effects of current OECD and EU initiatives (BEPS, AiA/CRS).
  • Germany after the election - Vacuum in Central Europe ?

Richard Frimston - Partner, Russell-Cooke LLP

HSH Prince Michael of Liechtenstein - Chairman, Industrie- und Finanzkontor Ets, Wealth Preservation Experts

Dr Christian von Oertzen - Partner, Flick Gocke Shaumburg

Moderated by Dr Ariel Sergio Goekmen - Member of the Executive Board, Schroder & Co Bank AG 

LUNCH AND NETWORKING

Kindly sponsored by Swiss Life Global Solutions

FINlA FINSA - THE IMPACT OF LICENSING ASSET MANAGERS AND TRUSTEES IN SWITZERLAND

  • The new Financial Services & Financial Institutions Act
  • The licensing and supervisory model
  • Implications for asset managers in/operating from Switzerland
  • New rules for Swiss trustees
  • Trustee exemptions from FinlA
  • What about single / multiple family offices?
  • Transition period and rules
  • Impact on organisation

Franz de Planta - President of OAR-G, Organisme d'Autoregulation des Gerants de patrimoine; Co-Chairman of SOWT, Swiss Supervisory Organisation of Wealth Managers and Trustees
; Chairman of MANTOR SA (Geneva, Lugano, Zurich) and MANTOR (UK) Ltd, London

Alexander Rabian - Partner, Streichenberg & Partner; Chairman of the SRO Board, Swiss Association of Asset Managers (SAAM)

Alexandre von Heeren - Managing Partner/Chairman of the Board of Directors, Mandaris Ltd

Moderated by David Wallace Wilson - Partner, Schellenberg Wittmer Ltd

 

NETWORKING AND REFRESHMENTS

Kindly sponsored by Schroder & Co Bank AG

TRUSTS OWNING SWISS RESIDENTIAL AND COMMERCIAL PROPERTY

  • The obstacle of Lex Koller for residential real estate
  • Why Swiss real estate property and trusts represent a complex mixt from a Swiss tax perspective?
  • What are the differences between irrevocable/revocable and fixed/discretionary trusts?
  • Which taxes apply and what are the issues ?

Dr Delphine Pannatier Kessler - Partner, Etude Pannatier & Quindoz SA

Jean-Frederic Maraia - Partner, Schellenberg Wittmer

Moderated by Andrew McCallum - Partner, Rawlinson & Hunter SA

 

DAY ONE ROUND UP

SWISS & LIECHTENSTEIN STEP FEDERATION STUDENT AWARDS

DRINKS RECEPTION

Kindly sponsored by swisspartners Marcuard Heritage AG

GALA DINNER

Kindly sponsored by Schellenberg Wittmer Ltd