Agenda (Day 2)

SETTING SAIL AGAIN

15th January 2021

Congress Centre Kursaal, Interlaken, Switzerland.

DAY 2 AM THEME: LOOKING AFTER PASSSENGERS AND CARGO

BREAKFAST & NETWORKING

CHAIR'S OPENING REMARKS

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

PHILANTHROPY

  • 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, FRORIEP 

TRUSTEES AND BLOCKCHAIN/CRYPTO/DIGITAL ASSETS

  • 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

Mag. iur. Thomas Naegele - Managing Partner, NAEGELE Attorneys at Law LLC (Moderator) 

Nicolas Capt - Partner, Quinze Cours des Bastions, Attorney at Law

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

Michele Cecchi TEP – Senior Trust Advisor, Capital Trustees AG

NETWORKING & REFRESHMENTS

LEGAL UPDATE: WHAT SHOULD TRUSTEES WATCH OUT FOR ?

  • 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

US CLIENTS: WHY AND HOW SHOULD WE DEAL WITH THEM ?

  • Back to basics: how US citizens are taxed and how they have to file
  • Spotting the US client / issue
  • Why and how trustees, wealth managers and banks can deal with US connected clients: why Switzerland today is the perfect place to service them
  • What you were always too afraid to ask: how can you clean up the non-compliant client and hang on to the relationship?

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

Marnin Michaels TEP - Senior Partner, Baker McKenzie

Yann Rousset – Chief Executive Officer, Pilotage Private Wealth AG

Dianne C. Mehany - Member, Caplin & Drysdale

LUNCH AND NETWORKING

DAY TWO PM THEME: SETTING A COURSE FOR HOPE AND SUCCESS

CHAIR'S OPENING REMARKS

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

TRUST LAW IN SWITZERLAND

  • The Swiss trust law project: update
  • The Hague Trust Convention in Switzerland in practice

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

Justine Markovitz TEP – Chairperson, Withers

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

THE GREAT DEBATE

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

Olga Boltenko - Founding Partner, Boltenko Law GmbH

Konrad Haeuptli - Of Counsel, Kendris Ltd

Felicity Keller TEP - Managing Director, J. Stern & Co

Dr Alexander Putzer – Head Governance, LGT Bank AG

CONFERENCE CLOSE