Global Wealth Summit International Investments, Asset Protection, & Tax Reduction

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Detailed Schedule

Thursday, Nov 13 – Attendee Arrival Day

6:30 pm Attendee reception with speakers

Friday, Nov 14 – Conference Day

8:00 am Conference Overview and Introduction to International Planning.

Professor C. Douglas Hampton, U.S. attorney, retired, Oxford, England & Bahamas, gives a broad overview of the most valuable strategies used by high net worth people to protect their wealth from lawsuits and excessive taxation. Professor Hampton is well known as an entertaining and informative speaker who draws upon his 30 years of experience in the field to explain advanced concepts in layman’s terms. Hampton is also our Master of Ceremonies for the Conference.

10:00 am Break

10:15 am Private Trusts

Speaker TBD. An introduction to offshore trusts of various types and their proper use for U.S. and Non-U.S. citizens. Includes a discussion of the advantages of different jurisdictions for trusts, important features to include in a trust, and criteria for choosing a Trustee.

11:00 am Break

11:15am Profit in Any Market through Automated Trading

TBA

12:00 Lunch – provided by the Conference

1:15 pm International Banking

Jon Golding, International Bank Consultant, Trinidad, provides insight into the many advantages of international private banking for individuals and corporations. Golding discusses the criteria for selecting a bank, laws that affect U.S. citizens, and how to maximize the benefits of a private bank.

2:00 pm International Real Estate Opportunities

Lief Simon, International Real Estate Developer, Panama, discusses how to diversify your investment portfolio in terms of region, currency, and asset type. The best opportunity for this is international real estate. Simon will share details on how to profit from emerging markets and under-valued property around the world as well as methods to mitigate the risks of global real estate investing.

2:45 pm Break

3:00 pm Economic Insights You Will Never Hear in the Media

Mel Johnson, Registered Investment Advisor, U.S., explains the current financial crisis in sub prime mortgages, credit markets, and derivatives in easy to understand terms – as well as how to protect one’s wealth in these volatile times. Included is an explanation of how the resulting potential changes in the tax code could affect U.S. citizens.

3:45 pm Multi-Generational Planning

Michael Ross, Chartered Accountant, Canada, discusses how proper succession planning involves strategic business and financial planning, corporate organization, developing a family investment management business to handle the wealth being created, estate and tax planning and adding an international dimension to provide greater asset protection and further tax reduction. Special emphasis is placed on how enhanced asset protection can be achieved under commercially based agreements.

4:30 pm Break

4:45 pm Panel Discussion and Q&A by Today’s Speakers

5:00 pm End of Today’s Conference Session and Private Meetings

Saturday, Nov 15 - Conference Day

8:30 am Asset Protection – The Things You Wish They Had Told You

Paul Moses, Attorney, U.S., reviews how to establish the proper protections for partners and married couples so that one’s wealth is not decimated when someone decides to leave the company, whether voluntarily or involuntarily.

9:15 am Tax Reduction Strategies using International Structures

Mel Johnson, Registered Investment Advisor, U.S., shares the specific methods and tax code sections used by the wealthy to reduce their taxes and keep more of their profits at work in their companies and communities.

10:15 am Break

10:30 am Panel – International Opportunities in Health Care Companies

Tom Ross, Biomedical Investments, U.S., reviews a variety of up and coming technologies in the medical and biomedical field and the investment opportunities available.

Fred Geerken, Opulink, U.S., discusses new developments in the field of clinical trials and how a unique intersection of pharmaceutical companies, physicians, and researchers yields profitable investment opportunities.

12:00 Noon Lunch

1:30 pm Wholesale Real Estate Investing

Lief Simon, International Real Estate Developer, Panama, shows how wholesale investing is where the big gains are made with real estate. However, finding the opportunities before they become retail deals takes being connected on-the-ground. Lief will share three specific examples of investing at the wholesale level, including early-in land deals, development equity, and straightforward hard-money loans.

2:15 pm Estate Planning – Tips and Traps

Barry Siegel, Attorney, U.S., discusses how the most sophisticated and brilliant tax-reducing and asset protecting strategies often fail when the fundamental estate planning strategies are not in place. Siegel reviews the common mistakes and traps that are found within the ‘four corners’ of many Revocable Living Trusts and the biggest single mistake one can make regarding their foundational estate plan.

3:00 pm Break

3:15 pm Panel Discussion and Q&A by Today’s Speakers

4:00 pm End of Today’s Conference Session and Private Meetings

Sunday, Nov 16 – Open day & Departures

Optional Activities

Golf at Lyford Cay, rated by many as the #1 private golf course in the Caribbean. Home for some of the world’s most famous people (Sean Connery’s personal residence in on hole #8), this is a rare opportunity to play this private course

Deep-sea fishing on a private charter. Nassau is located near some of the most productive fishing in the Caribbean and our experienced guides know the best locations to bring home a good ‘fish story’.

Final private meetings

Departures

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