Agenda (Day 2)

Dr Guillaume Grisel TEP - Partner, Bonnard Lawson; Vice-Chairman and member of the STEP Alpine conference organising committee, Swiss & Liechtenstein STEP Federation; former Chairman and committee member, STEP Lausanne

• The current pressures on philanthropic giving
• Choosing the right holding structure
• Selecting attractive holding structures
• How philanthropic institutions need to reinvent themselves
• How can funders add value?
• How can we encourage those going through a family governance exercise to help more

Nicholas Jacob TEP - Partner, Forsters LLP (Moderator)

Etienne Eichenberger - Managing Partner, WISE Philanthropy Advisors; Chairman, Swiss Philanthropy Foundation

Dr Maximilian Martin - Global Head of Philanthropy, Lombard Odier Group

Julie Wynne TEP - Partner, MLL

• Distributed ledger technologies as the basis of the digital financial centre
• Response: Liechtenstein approach with the Token Container Model
• European Commission Proposal MiCa (Markets in Crypto-assets)
• Remaining Challenges

Dr Thomas Feldkircher - Partner, NAEGELE Attorneys at Law LLC (Moderator) 

Mauro Casellini - Chief Executive Officer, Bitcoin Suisse (Liechtenstein) AG

Michele Cecchi TEP – Senior Trust Advisor, Capital Trustees AG

Kindly sponsored by PricewaterhouseCoopers AG

• When should alarm bells ring for trustees?
• Protectors: are they at risk?
• Trust arbitration

Edward Reed TEP - Partner, Macfarlanes LLP (Moderator)

Dr Anne-Catherine Hahn - Partner, IPrime Legal AG  

Fred Milner TEP - Counsel, Mourant

• Back to basics: how US citizens are taxed and how they have to file
• What Swiss based banks and wealth managers servicing US clients have to file, what risks they are exposed to and what they need to be regulated
• Spotting the US client / issue - indicia, best practice and coping mechanisms
• Why and how trustees, wealth managers and banks can deal with US connected clients: why Switzerland today is the perfect place to service them
• Too good to be true: how can you clean up the non-compliant client and hang on to the relationship?

Mark Summers TEP - Partner, Charles Russell Speechlys (Moderator)

Jacqueline Hess TEP - CEO, Vontobel Swiss Wealth Advisors AG

Marnin Michaels TEP - Senior Partner, Baker McKenzie

Yann Rousset – Chief Executive Officer, Pilotage Private Wealth AG

Cyril Bouzguir TEP – Banking Economist, Dreyfus Sons & Co Ltd, Banquiers; Member of the STEP Alpine conference organising committee; Committee member of STEP Basel

• Overview of the law
• Overview of the tax proposals
• Consultation from STEP and other bodies

Professor Dr Luc Thevenoz – Of Counsel, Schellenberg Wittmer; Professor, University of Geneva; Director, Centre for Banking and Financial Law (Moderator)

Arnaud Cywie - CEO of Twenty20 Trustees SA and of Counsel, Borel Barbey

Dr Daniel Leu - Partner, Bar and Karrer AG

Justine Markovitz TEP – Chairperson, Withers

Kindly sponsored by LINDEMANNLAW

Filippo Noseda TEP - Partner, Mishcon de Reya LLP and Visiting Professor, King’s College, London (Moderator) 

Konrad Haeuptli - Of Counsel, Kendris Ltd

Dr Natalie Peter TEP - Partner, Blum & Grob Attorneys at Law Ltd

Dr Alexander Putzer – Head Governance and Compliance, LGT Bank AG