Menu Close

Sixth Annual STEP Caribbean Conference Slated For May

Toronto, Canada ヨ Following the success of last year’s conference in the US Virgin Islands where over 225 industry professionals attended, this year’s Conference attendance promises to provide an in-depth overview of the trust industry from a global perspective.

STEP Caribbean Conference 2004 will examine current industry issues and the challenges that practitioners can expect in today’s marketplace. The conference will examine the macro issues affecting trust professionals on both a day-to-day level as well as an international platform including key regulatory issues and the current climate with regards to the offshore environment.

It is an honour for this conference to be returning to The Bahamas, stated Heather Thompson, STEP Caribbean Conference Chairman, We began five years ago at Atlantis and this year marks our six annual conference. We have been working diligently to prepare both the program and hospitality events in order to showcase the best of the jurisdiction.

Speakers at this year’s conference include:

* Professor Paul Matthews, Bare Trusts and Nomineeships ヨ International Probates

* John Mowbray Q.C., Balancing the Beneficiaries ヨ Exculpation Clauses

* Michael T. Dougherty, Terrorism: The Fourth Turning of the Screw

* Dr. Gilbert NMO Morris, Building the Level Playing Field

* David Brownbill, Expert Trust Drafting ヨ Access to Information and Schmidt v Rosewood

The corporate community has provided strong support through event sponsorship. The Central Bank of the Bahamas is the 2004 Presenting sponsor. Joining the bank are The Ministry of Financial Services and Investments in partnership with The Bahamas Ministry of Tourism as Platinum sponsors.

STEP Caribbean Conference 2004 is hosted by STEP Bahamas. Hospitality events include: a Bahamian Junkanoo Beach BBQ hosted by MFSI and The Ministry of Tourism and a cocktail reception at The National Gallery hosted by BFSB and AIBT ヨ an opportunity for some culture and networking.

The conference is being led by a Caribbean wide steering committee:

Heather L. Thompson STEP Caribbean Conference Chair

John Lawrence STEP Bahamas

Helene Anne Lewis STEP British Virgin Islands

Christopher J. McKenzie STEP British Virgin Islands

Simon P. Beck STEP Miami

Steven L. Cantor STEP Miami

Grant J.R. Stein STEP Cayman Islands

Conrad P.R. Griffiths STEP Turks & Caicos Islands

Christopher A. Coriat STEP Turks & Caicos Islands

E. Adrian Meyer STEP Barbados

Joseph Brice STEP Anguilla

Pearline Trott STEP Bermuda


The Society of Trust and Estate Practitioners (STEP) is a not-for-profit organisation dedicated to the education and advancement of trust practitioners through conferences, seminars and workshops. Headquartered in London, STEP currently has a worldwide membership of over 10,000 practitioners.

Posted in Headlines

Related Posts