FOE Cayman 2018 - Speakers
Key Note Speaker |
|
Galaxy Digital |
| David is a founding partner and Chief Strategy Officer for Galaxy Digital. He has a decade of international business and financial market experience, and has been involved with a wide range of businesses from startup to large corporations. He has investment expertise in private and public equities, derivatives and foreign currencies and in using fundamental and quantitative analysis to invest on a global basis. In addition, he has significant expertise in digital currency investments, blockchain technology, and the emerging decentralized economy. David is a founder of SolidX Partners, a startup aimed at institutionalizing digital assets as an alternative asset class. He previously was with Millennium Management and served as the head trader and technology analyst for an equity relative value portfolio team. David has a bachelor’s degree in finance and international business from the USC Marshall School of Business and also holds the Chartered Financial Analyst designation. |
Lunch: Guest Speakers |
|
Adaris Capital LLC Jim Jackson: Manager Director & Retired NBA Player |
| Jim Jackson is a retired professional NBA player. Over his 14 NBA seasons, Jackson was on the active roster of 12 different teams, tying the league record shared with Joe Smith, Tony Massenburg and Chucky Brown. He is currently a basketball analyst for Fox Sports and previously worked for the Big Ten Network. Jim is an entrepreneur and began his business career through a strategic partnership in Dallas with Las Colinas Entertainment Ltd and Consilient Restaurants LLP. Jim is currently the Managing Director of Adaris Capital and brings years of business experience to the table. Prior to starting at Adaris Capital, he was actively involved in developing and expanding the hospitality, commercial and multi family divisions at Schiff Capital Group, a privately held real estate investment firm. Along with his client management duties, he was also involved in developing land acquisitions, debt and equity financing, and joint venture opportunities for the company. Prior to joining Schiff Capital, he was an in-house development associate at Daimler Group. |
|
THINK450: Innovation Engine of the National Basketball Players Assoc. Que Gaskins: Chief Brand & Growth Officer |
| Henry “Que” Gaskins is a branding and marketing visionary best known for helping Reebok transform itself from an athletic shoe company to a lifestyle brand by leading the RBK division and forging pioneering relationships with the likes of Allen Iverson, Jay-Z, 50 Cent, Pharrell, and Shakira, among others. Currently, Que is the Chief Brand & Growth Officer for THINK450, the Innovation Engine of the National Basketball Players Association. A newly formed for-profit Licensing and Marketing business with the goals of maximizing revenue, growing player business opportunities, and positively impacting global culture. Prior to THINK450, Que was the EVP of Brand Marketing & Strategy for Def Jam Recordings where his mission was to redefine and build the record label of the future. Prior to Def Jam, Que founded QUE-IN a Philadelphia based brand strategy and creative solutions agency. Clients of QUE-IN included: LRNG.org; Revolt TV; Li-Ning Sports (Dwyane Wade Brand); Frigo Revolution Wear; Barclays US; Samesurf; Afropunk; Spalding; Next Gen USA Soccer; and Personal.com. Que has held senior executive marketing positions at Nike, American Eagle Outfitters, Reebok, and Dayton-Hudson. In his first taste of entrepreneurship, Que co-founded the ad*itive, an advertising and lifestyle marketing agency. Clients of the ad*itive included some of the biggest brands in the world. |
Cayman: The Offshore Jurisdiction for Families |
|
Brac Informatics Centre |
| Ms. Ewing possesses over 35 years of experience in the high tech field. After many years with Procter & Gamble managing data centers and IT departments, she expanded her expertise in her work with Hewlett Packard and many of their top clients such as IBM and Nortel. Ms. Ewing was the Director of Strategy, Worldwide Channels Organization at Hewlett Packard. During her nearly 20-year tenure with HP she was awarded a patent for her inventions in B2B Internet technology. She headed the multi-million dollar project at Motorola, which led them to win the prestigious Baldridge Quality Award given by the President of the United States. She has guided Brac Informatics since its founding in 2001. Under Ms. Ewing’s leadership BIC has built and operates two world-class data centers, providing clients with cloud-based services and a technology partner in their journey to maximize the opportunities afforded by digital transformation. With a keen appreciation of the 21 st century employment skills required to grow businesses in today’s competitive markets, Ms. Ewing advocates for SEL. Her years serving on the Board of Trustees of a private school afforded her the opportunity to influence and observe the positive results of incorporating SEL as part of an advanced curriculum. |
The Future of Finance Panelists |
|
LDJ Capital David Drake: Founder & Chairman |
|
David Drake is Founder and Chairman at LDJ Capital, a multi-family office which deals in worldwide funds and maintains over 50+ global directors and family office partners. More recently, Mr. Drake is also seen as a leader in cryptocurrency. Mr. Drake saw the value of digital assets when everyone was avoiding it. It all started in 2011 when Mr. Drake collaborated on the JOBS Act to create new laws underlying all fundraising in the U.S. for all ICOs. He runs a $200M LDJ Cayman Fund focused on cryptocurrency, mining and ICO acquisitions. LDJ Capital Credit also offers middle market bridge financing to seed upcoming ICO’s. Previously he held a majority stake as a Managing Partner with Robert Hambrecht in an Alternative Energy Fund NewCommons Capital 2009-2010. Mr. Drake was born in Sweden and is fluent in six languages. He holds an MBA in Finance and an MA in International Law and Economics from George Washington University in DC where he was awarded the Wallenberg Scholarship for academic merit.
 |
|
Sterling Global Financial Brandon Caruana: IT Leader |
| IT leader with over 15 years’ experience in planning, developing and managing the successful roll out of complex technology. Recognized for building bridges between technology and business divisions. Career highlights include developing and delivering multi-million dollar projects within the financial services industry, coordinating between onshore and offshore professionals, developing decentralized applications on the blockchain, and building a startup. |
|
Translunar Crypto Justin Schmidt: GP and Founder |
| Justin is an active investor with over 15 years start-up experience within high growth disruptive companies, 4 of which went IPO. He was an early employee at HomeAway, Sidecar, Groupon, Google, Carvana. Just has been an Angel Investor for the past 8 years and launched Translunar Crypto Ventures last October. Translunar Crypto Ventures is a Crypto based Hedge Fund portfolio of liquid cryptoassets as well as participating in select initial coin offerings, based in Austin Texas and the Cayman Islands. |
|
Galaxy Investment Partners David Namdar: Partner |
| As Above. |
|
Ben Franklin Technology Partners |
|
With a deep understanding of the early-stage investment landscape, Nissenbaum brings more than 20 years of venture capital, entrepreneurship, and operational excellence to the Ben Franklin team. From his leadership experience at such organizations as Novitas Capital and Finite Carbon, Nissenbaum brings nimble insights from investment and entrepreneurial perspectives. A long-standing member of Ben Franklin’s Technology Advisory Committee for IT investments, Nissenbaum has also worked with entrepreneurs on debt financing at Hercules Technology Growth Capital and Merion Investment Partners. Nissenbaum held seats on the Boards of more than 14 companies. Nissenbaum is a frequent speaker on the topics of venture capital and entrepreneurship at such industry meetings as The Wharton Energy Conference, and he also served as an adjunct faculty member at University of Pennsylvania’s Wharton school teaching the graduate course on Venture Capital, and in the Management Information Systems Department at St. Joseph’s University focusing on business software applications. |
The Future of The Family Panel |
|
BavelasGroup LLC/ Family Offices Insights LLC Arthur Bavelas: CEO |
| Arthur Andrew Bavelas, an internationally-known entrepreneur, Bavelas Group family office investor, founder of Family Office Insights Peer-to-Peer gatherings, and is the originator of the Fortune’s Fortress process of safeguarding family wealth over multiple generations. He is a frequent speaker to the hedge fund, private equity and family office communities.Arthur is the author of numerous articles, white papers, focused on family offices, legacy wealth preservation and asset protection. His insights have been featured in international publications. He has co-authored several books, his most recent being Fortune’s Fortress: A Primer on Wealth Preservation. |
|
Favara LLC Wendy Craft: COO |
|
Wendy currently holds the position of chief operating office of Favara LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City. Previously, she held the position of executive vice president and general counsel for Fulcrum Equities. Wendy also worked with the Schneider Family service as their vice president and general counsel and assisted them in separating the existing family office from the family’s operating company. |
|
The Johnson Company Inc. |
| Kenneth Drummond is the CFO for The Johnson Company Inc. a private investment company owned by the Johnson & Johnson Family. |
Impact Investing |
|
NEXUS Equal Justice
VIGILINT Ventures
Christina Hollenback: Chair & Founder
|
| Christina spent the first 13 years of her career in politics building the unprecedented coalitions to win on the DREAM Act, healthcare and higher education access, and expanding workforce development programs. Christina then became one of the youngest Executive Directors in US national politics. In 2014, she transitioned into Impact Investing and began working with frontline communities to build sustainable solutions as a core part of their strategies organizing for justice from Baltimore to Standing Rock. She currently is leading Solve at MIT's inaugural work with the Oceti Sakowin to build sovereign energy, food, and water systems and launching VIGILINT Ventures, a first of it’s kind Investment Fund that grows visionary alternatives to the Criminal Justice system. Christina is a featured speaker and presenter from conferences to classrooms and is the Founding Chair of the NEXUS Network’s Working Group Toward Equal Justice, where she works with their 4,500+ global network of young philanthropists, impact investors, and social entrepreneurs to align their full breadth of Capital—social, political, and economic/business and investments— toward Equal Justice. |
|
Stetson Family Office Chuck Stetson: CEO |
| Chuck Stetson is the third generation to run the family office. He is focused on private equity investments and liases with family offices around the globe in his role as the head of the Association for Corporate Growth (ACG) Global Family Office Council. He has also set up a philanthropic organization, Essentials in Education, which provides world class educational content on Flourishing Through Business. |
|
The People's Dispensary |
| Christina started her tenure in the Bay by producing major event festivals such as EDEN, fiveTEN, BLISS, the National Poetry Slam and Oakland Pride festivals. Christina owns or co-own several successful Bay Area businesses, including Craft & Spoon Restaurant, Town Biz Retail Shop, 1st Impressions Hair Salon, The People's Delivery Dispensary all in Oakland, and across the Bay in San Francisco Queen of Hearts Art Gallery and Benefit Health Collective Dispensary, in addition to two event production companies. She is a well-known advocate for the chronically ill, people of color, women, and the LGBTQ community. Christine’s entry point into the cannabis industry was by way of a near death experience. Diagnosed with Lupus in 2009, she spent three years taking 11 synthetic pills daily plus a monthly chemo-like infusion at the hospital, while barely being able to walk. Her introduction to cannabis-based CBD in 2015 changed her life and was the catalyst that inspired her to open Benefit Health Collective and subsequently The People's Dispensary with her co-founders. Her use of CBD has allowed Christine to stop taking all medication. She has been in remission for two and a half years. |
|
Spectrum Financial |
| Mary has over 30 years of experience managing a financial advisory firm. She is the President and Chief Compliance Officer at Spectrum Financial. Mary began working for Spectrum in 1988 and her specialties include: organizational structure, business finance, company leadership, and stewardship visionary. Spectrum provides portfolio management services to individuals, IRAs, corporate pensions, profit-sharing plans, 401Ks, charitable institutions, foundations, endowments, and trusts. Mary is also a managing member of Hundredfold Advisors, LLC where she donates her services for strategic corporate planning, operations management and compliance oversight. Mary gives back to the community; serving as the Chairman of Simply Distribute Foundation, a public charity, whose mandate is to distribute nearly all contributions annually. The charity has distributed to 8 named charities in excess of $6 million dollars in the areas of education, medical services, micro finance, and evangelism. |
Revolutionizing The Cannabis Industry |
|
Infinitum Humanitarian Systems Dr. Eric Rasmussen |
|
Dr. Rasmussen is a medical doctor and the CEO for Infinitum Humanitarian Systems (IHS), a multinational consulting group built on a profit-for-purpose model. By training he is an internal medicine physician with both undergraduate and medical degrees from Stanford University and a European Master’s degree in disaster medicine from the UN World Health Organization’s affiliate CEMEC (Centre European pour la Medecin des Catastrophes) in Italy. He was elected a Fellow of the American College of Physicians in 1997 and a Fellow of the Explorer's Club in 2014. In addition to his corporate responsibilities Rasmussen is a Research Professor in Environmental Security and Global Medicine at San Diego State University and an instructor in disaster medicine at both the International Disaster Academy in Bonn, Germany (BBK, orBundesamt für Bevölkerungsschutz ind Katastrophenhilfe) and the Institute for Disaster Preparedness at Tsinghua University in Beijing, China. He also serves pro bono as medical director for two biotech startups, and as Permanent Advisor to the UN Secretary-General’s High Level Expert Panel on Water Disasters. He has been a member of the US National Academy of Science’s Committee on Grand Challenges in Global Development since 2012. Rasmussen is a specialist in the humanitarian sciences with extensive experience in highly-vulnerable communities in Haiti, Mexico, Curacao, Nepal, Thailand, Cambodia, the Philippines, Tajikistan, Uganda, Kenya, Myanmar, and Tanzania. His disaster deployments include Puerto Rico for Hurricane Maria in 2017, Haiti for Hurricane Matthew in 2016, the Nepal earthquake in 2015, Supertyphoon Haiyan in the Philippines, Superstorm Sandy in New York, Haiti's earthquake in 2010, Banda Aceh for the tsunami, and New Orleans after Hurricane Katrina. He served in the US Navy for 25 years aboard nuclear submarines, amphibious ships, and aircraft carriers. He also spent nine years as a Principal Investigator in humanitarian informatics for the Defense Advanced Research Projects Agency (DARPA) where his focus was civil-military collaboration in conflict zones. |
Investment Opportunities |
|
CourtsideVC Krossover Vasu Kulkarni: Managing Director & Founder |
|
Vasu Kulkarni is the Managing Partner of Courtside Ventures, an early stage venture capital firm, investing in companies at the intersection of sports, technology and media. Prior to launching Courtside Ventures, Vasu was founder and CEO of Krossover, a sports analytics software company that counted over 10,000 sports teams around the world as clients, before being acquired in 2017 by Blue Star Sports. Vasu graduated from the University of Pennsylvania with a degree in Computer Engineering and Entrepreneurship, where he also played on the JV basketball team. |
|
Silverfin Mike Ryan: Principal |
| Mike Ryan is an international developer with a specialization in luxury large master planned communities. Born in Canada and also a citizen of the Cayman Islands he has offices in London, Grand Cayman and Costa Rica. Over the last thirty years he has developed projects that include luxury resorts, hotels, residential, golf, tennis, restaurants, spas and more, that have set a new standard for what is possible. One of his best known projects is The Ritz-Carlton Grand Cayman, which changed the nature of tourism in Grand Cayman and, according to a Deloitte study, generated billions in economic activity. The resort received dozens of awards, including one of the top 100 resorts in the world, Condé Nast number one resort in the region and number one family resort in the world. He specializes in bringing together groups and individuals who are all recognized as the best in their fields to create the next generation of project. His expertise has been widely sought and he currently sits on the Board of Orascom, Egypt’s largest resort development company, and is also the Chairman of their Investment Committee. Previously he was invited by the Government of Vietnam to review potential master planned tourist initiatives, and is currently working with the Cuban Government to develop and expand their tourism industry.He has held various appointments including being the Chairman of the Cayman Islands Investment Committee, the Planning Review Committee and the Cayman Island Private Finance Initiative Oversight Committee. He has worked with Greg Norman for almost twenty years, both in Costa Rica and Grand Cayman and is currently working with the Mantis Group on projects based in Grand Cayman and Cuba. |
|
Harvey Feret Victor Feret: Managing Director |
| Victor is a Canadian asset manager and Managing Director of Harvey Feret. He oversees value investments in real estate, energy and aviation. In regards to REAL ESTATE, Victor helped to build a full service outfit, from a single distressed acquisition 10 years ago, that now operates a high yield portfolio of income producing properties. He is raising capital for a boutique fund that will invest in income producing industrial buildings in and around the biggest economies of Eastern Canada, focusing on distressed assets in an underserved price segment. In regards to ENERGY, Victor's team focuses on the re-development of distressed hydro-electric facilities, secured by long term government contracts for the supply of electricity. He plans to grow this portfolio sustainably and welcomes co-investments with like minded partners. In regards to AVIATION, Victor's team focuses on the development of storage and maintenance facilities, and the brokerage of discounted planes and helicopters for HNWI. They also run an MRO outfit focused on light aircraft and commercial jet engines, which they plan to grow through acquisition to consolidate a segregated industry. They welcome co-investments with like minded partners. |
|
Holdun Family Office |
| Phil has over 16 years experience in the UK and Caribbean Financial Services Industry with large investment managers including Schroders, Coutts and RBC Wealth Management. In his current role at Holdun Family Office Phil providea holistic wealth management solutions, which include global banking, investment, credit and trust solutions to HNW and UHNW clients based around the globe. Holdun Family Office has a proud heritage that can be traced back 5 generations. They are an award winning, international, independent, Multi-Family Office advising families on how to build wealth and security for generations. Their mission is to assist all of our clients, like they do our own family, in growing their assets, protecting existing wealth and preparing the next generation for the responsibilities they will assume in the future. |
|
60 Degrees Sam Collins: Executive |
| Sam joined 60 Degrees Group in 2018. Prior to joining 60 Degrees Group; Sam was Executive Vice President, Head of Wealth Management at Echelon Wealth Partners; one of Canada's preeminent independent investment dealers. During the course of his 25 year career in the financial services industry; Sam has worked for some of the larger North American firms such as Merrill Lynch and CIBC as well as starting up 2 smaller independent boutique investment dealers. Sam has diverse and unique background that includes senior sales, operations, product development and executive management positions. Sam and his family currently reside in Toronto, Canada. |
Start Up Panel |
|
Nottingham Spirk Family Office and Business Innovation Firm |
|
Katherine recently joined Nottingham Spirk. For 46 years, Nottingham Spirk has delivered hundreds of successful consumer products and medical device with proven ROI — Return on Innovation. Ms. Hill Ritchie is an MBA with 16 years of family office investments experience and has worked internally for 4 single family offices and also as an advisor to several prominent family offices and companies through her firm, Private Capital Investments. Her work history includes Eden Capital, the private equity arm of a family office and CEO of PEX Global, and investment platform for family offices. She spent 7 years in Switzerland as a Managing Director at Palladio Alternative Research and Senior Analyst and Investment Committee member for the Saad family office’s $3.5 billion investment portfolio. She was a Director for Wedge Alternatives, and also Hedgefund.net. Katherine received her MBA from Fordham University and her BS Psychology from University of Maryland. Her Board member activities: ACG Family Office Committee, Family Office Advisory Board of TriState Capital, the Philanthropy and Education Committees of 100 Women in Finance, Fordham MBA Overseers Board, All Special Kids, Lighthouse Organization and Cancer101. |
|
One Tribe Ventures |
| Xander is the founder of One Tribe Ventures. An investor syndicate that supports scale-able ventures that aim to minimize suffering, maximize opportunity and build community. One Tribe Ventures put a special emphasis on investing in ventures that focus on the under-served and in entrepreneurs from an underfunded demographic. Xander’s mission is to enroll people in a culture of universal love. He has spent his career trying to build platforms that spread empathy and allow others to be heroic. He previously helped found a couple Silicon Valley companies focused on helping people share information (Kifi, Complete). He currently runs a non-profit for refugees, Zoë Bands, and is creating a decentralized venture capital community. |
|
Gas It Up, Inc. |
| Greg Wild is the General Counsel and Vice President of Tax for Gas It Up Inc., Gas It Up Inc. plans to be the premier provider of a mobile application- based solution for the on-demand delivery of gasoline. Greg is also the Managing Member/Owner of Wildflower Legacy and Wealth Management, LLC. They serve three markets: successful privately held businesses and their owners; athletes and entertainers; and family offices and ultra-high net worth families. Prior to Wildflower, Greg led MCG's Flow-Through Tax Group in Plano, TX. As a Private Banker with the J.P. Morgan Private Bank, he provided investment management, wealth transfer planning, lending, credit and fiduciary services. Greg was a Tax Partner with three other international accounting firms. A national and regional leader, he served wealthy entrepreneurs and saved his clients billions of dollars in taxes. He led Arthur Andersen LLP's Private Client Services (PCS) practice in Florida from 1993 until 2002, then joined Grant Thornton LLP in 2002, and led the Central Florida tax practice. He founded Grant Thornton's national Family Wealth Planning and Private Wealth Services practices in 2003. |
|
Propellor Venture Capital Cam Yuill: Founder and Managing Partner |
| Cam is the Founder and Managing Partner of Propellor. Propeller is a new model for venture capital fund management providing emerging general partners the opportunity to utilize the resources of single fund management company. Propellor are group of entrepreneurs, technologists and investors convinced that the Blockchain will radically alter industries, economies and impact the very fabric of our societies. The team has a wealth of experience in senior leadership in large multi-national corporations, private equity and venture investment, family office management, legal and entrepreneurship building successful start-ups. Propellor have come together to take a leading role in the next technological revolution. |
The Digital Family Office |
|
iPaladin, LLC |
| Jill is CEO and Founder of iPaladin. A digital platform that supports the management and administration of family offices. iPaladin's Digital Family Office introduces a new and smarter way for family offices to use advanced technology combined with military grade cybersecurity. Jill's more than 20 years’ experience in family private wealth includes serving as a trust and estates attorney, a corporate trust officer, and as CEO and founder of a multi-family office. Jill developed iPaladin to address the needs of family members, family office professionals, and advisors to share vital information in a secure virtual environment; to support governance, operations, and compliance; and to reduce the complexity, costs, and risks of managing a family office. Jill is well versed in every aspect of family offices. |
Real Estate and Relocation |
|
Howard Hospitality Group Michael Wilkings: President and COO |
|
Michael is one of the most experienced executives in the global hospitality industry. He has led the development and operation of over 200 projects on five continents, maintaining close relations with leading hotel, restaurant, entertainment and fashion brands. Michael has chaired both listed and private companies and was formerly Chairman of the Wilkings Hospitality Group, President of Ministry of Sound International, CEO of Juliana’s International and CEO of Leisure Resources Group. Michael has lived and worked in London, New York, Tokyo, Dubai and Toronto, and is now a resident of the Cayman Islands. |
|
Carey Olson Brian Jacomb: Consultant |
|
A member of our real estate practice in the Cayman Islands, Brian has been involved in significant commercial transactions on behalf of developers, banks (in regards to secured lending) and large commercial entities. Brian provides a full range of real estate services in relation to commercial leasing, development, construction and financing as well as public procurement matters and residential conveyancing. He is also involved in corporate and finance transactions with a real estate element. Having trained and qualified at Coward Chance (now Clifford Chance) in London, Brian moved to their Dubai and Sharjah offices. After returning to the UK, he became a partner and general commercial lawyer at Thrings LLP, developing a focused commercial real estate practice. |
|
Rhulens Sloane Rhulen: Real Estate Consultant / Broker |
|
Sloane is the Founder of Rhulens, a boutique firm that specializes in commercial leasing, investment and land sales, and syndications in Grand Cayman. The firm has recently grown the business to include a residential component offering buyer’s brokerage advice and relocation services for our corporate clients. Ms. Rhulen acts as leasing agent for numerous landlords and represents firms seeking to relocate to Cayman or renew and restructure existing leases. Prior to forming Rhulens, Ms. Rhulen worked in-house at Dart Real Estate, the Island’s largest developer. As Vice President of Leasing, she had oversight of Camana Bay, Regatta Office Park, Flagship, Island Plaza, the Cayman Islands Yacht Club and Marina, and Salt Creek. Ms. Rhulen has been in Cayman since the late 70’s; she knows the Island well and has grown up here. Before relocating to Cayman, she was employed for thirteen years in commercial real estate in Manhattan, first with Newmark Knight Frank and then with CBRE. She was known as one of the most prolific young brokers on the scene and experienced tremendous success in one of the most difficult market environments in the world. |
|
Resco, LLC Lela Goren Group Katie Hoffman: CEO and Strategic Director |
| Katie is CEO at Resco and the Strategic Director at Lela Goren Group. Resco is focused on building funds that serve people and the planet, and is partnered with the real estate development company called the Lela Goren Group. Together, they are a real estate development and investment group focused on historic and adaptive redevelopment, with a particular focus on New York real estate. Lela Goren Group was founded to build buildings with the potential to create social change. They build physical spaces with a unique ability to bring people together; to create experiences that shift mindsets and expand possibilities; that sprout economic opportunities for business, neighborhoods, communities, that build on foundations of the past, transformed to enrich the future. |
Your Trusted Advisors |
|
McGuireWoods LLP |
| Matthew Sperry is a partner in McGuireWoods' Private Wealth Services group and focuses his practice on international tax, private client, family direct investing and securities matters. Matthew serves as chair of McGuireWoods' Global Private Client practice, a firm initiative that serves the tax, estate planning, structuring, business, real estate and other legal needs of global families, family offices and trust companies. His deep tax experience, combined with his experience as a practicing business lawyer, specifically qualifies him to coordinate and deliver a broad spectrum of global legal services on an efficient, practical and holistic basis. Matthew regularly travels within the United States and abroad to provide his clients with personal attention and superior service. Matthew has deep experience representing high-net-worth individuals and families, family offices and trust companies representing family interests, in connection with their direct investing activities. He regularly leads practitioners from McGuireWoods’ highly ranked Corporate, Real Estate, Tax and Private Wealth Services practices to provide global high-net-worth clients with a broad spectrum of sophisticated legal services as they invest in and operate businesses globally. |
|
Holdun Family Office |
|
Zoe is a Director of Holdun Trust (Cayman) Limited based in Grand Cayman, a boutique, privately owned Cayman Islands’ trust company offering bespoke trusts and corporate services. Her role involves traveling to meet the families and their intermediaries, business development and the day to day administration of the trust company. Zoe was a Trust Relationship Manager with Royal Bank of Canada (Cayman) Limited from January 2013 to February 2015. Her role involved travelling to meet beneficiaries and settlors, liaising with lawyers and investment managers. Zoe liaised with lawyers and their clients on a day to day basis as the primary point of contact. Prior to joining RBC, from 2010 until 2013, Zoe was In-house Counsel at an multi-jurisdictional, independent trust company where she managed a portfolio of complex trust structures for clients all around the world. She was also responsible for the take on of new structures, the set up of new trusts and dealing with all aspects of trust administration.
|
Utilizing Wealth to Build a Timeless Legacy |
|
Red Entertainment |
|
Mark is the CEO and Executive Producer of NLTV/NewLine Television and Red Diamond Entertainment. NLTV is home to the world’s premiere global television brands responsible for creating some of the world’s most compelling television programs, documentaries, music videos, commercials and entertainment content in more than 150 countries and territories worldwide. The Company’s portfolio of assets includes one of the largest independent television businesses in the world, a world-class film business and an expanding global distribution footprint. Red Diamond Entertainment has assembled the very best to bring the dreams alive for the very best. That's why their clients are made up of exclusively individuals and organizations from two equally exclusive groups; Forbes magazine’s list of billionaires from around the world and the world’s Fortune 500 companies. For this pair of prestigious, demanding and exceptional groups, they ask of them primarily one question: In terms of a film, television documentary, television series, or Legacy piece... What is your dream project? And then…when Red Diamond Entertainment have adequately understood and analyzed their most ambitious and high reaching hopes and dreams…they create it for them. A current project underway is The Versace Fashion Icon Legacy; the Versace story as seen through the eyes of Donatello Versace. |