 "After the Close" Seminar - September 16, 2010 - Bermuda as the Offshore Jurisdiction of Choice: What Canadian Asset Managers Need to Know
This unique seminar offered asset managers and investors the opportunity to assess the costs and benefits of setting up an offshore vehicle in Bermuda.
- How much does it really cost?
- How long does it really take?
- What are the implications of the tax information exchange agreement (TIEA) Bermuda has with Canada?
This meeting brought together leading industry experts to offer their insights into these issues, and provided a forum for delegates to participate in thoughtful discussion.
Speakers and delegates, at this informative seminar, analyzed and discussed the practical considerations which asset managers must address when establishing a Bermuda vehicle.
Click here to view the PowerPoint presentation from Greg Wojciechowski, CEO of the BSX. Alternatively, click here to download the PDF.
Click here to view the PowerPoint presentation from Laura Hershey, Treaty Advisor with the Ministry of Finance Bermuda. Alternatively, click here to download the PDF.
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" As a sponsor and contributor of the event, I felt that the sessions provided and excellent forum for the transfer of information in respect of how Bermuda’s position as the premier offshore domicile of choice could support Canadian Asset Manager’s when considering international expansion. The follow-up discussions that ensued indicated that business will flow from the event and I would encourage HFH to undertake a similar event in the future”
Greg Wojciecowski, CEO, BSX.
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"I attended the HFH – Bermuda conference with the thought of gaining a greater understanding why River Plate House may want to establish an offshore fund structure in Bermuda. The event was insightful and the speakers were well informed, and ultimately I left with a more in-depth knowledge of offshore fund structures and more importantly we are now leaning towards Bermuda as a jurisdiction where we may decide to establish our offshore fund."
Julian Smith,
River Plate House Capital Management.
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"“Thanks very much for organising the conference, I found it to be very useful in expanding my knowledge on Bermuda, the Stock Exchange and the fund support infrastructure.”.
Wayne Kilbourne,
FPP Fund Management. |
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The Day's Agenda
| 10:00am |
Delegate registration |
| 10:15am |
Welcome address from Stephen W. Bowman, Managing Partner, Bennett Jones LLP, followed by opening remarks from the day's Chair, William Woods, CEO, Woods & Co. and Partner, MANNA Asset Management |
| 10:30am |
Keynote Speaker: Building a Bridge Between Toronto and Bermuda
Brendan T. N. Caldwell, President and CEO, Caldwell Investment Managment Ltd., Toronto. |
| 11:00am |
PANEL ONE: Understanding the Implications of the Bermuda-Canada Tax Agreement
Laura Hershey, Treaty Advisor with the Ministry of Finance Bermuda, will open the panel with a brief summary of the TIEA. There will then be a panel discussion with input from:
Thomas A. Bauer, Partner, Bennett Jones LLP
William Woods, CEO, W. Woods & Co and Partner, MANNA Asset Management |
| 11:45am |
Tea and stretch break. |
| Noon |
Listing on the BSX: Costs and Benefits
Greg Wojciechowski, CEO, BSX, will speak on the costs and benefits to listing in Bermuda and then take questions from the floor. |
| 12:30pm |
A light buffet lunch served. |
| 1:30pm |
FEATURE SPEAKER: My Thoughts on the Bermuda-Canada Connection
William Woods, CEO, W. Woods & Co. and Partner, MANNA Asset Management.
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| 2:15pm |
PANEL TWO: Hedge Funds and Financial Services - Why Bermuda?
Greg Wojciechowski, CEO, BSX.
Anthony D. Whaley, Chair of Business Bermuda Legislative Change Committee, and Director, Conyers Dill & Pearman. |
| 3:15pm |
Tea and stretch break. |
| 3:45pm |
PANEL THREE: Setting up your Offshore Vehicle - a Step-by-Step Guide
In this 60-minute session, our group of panelists will walk delegates through the process of setting up an offshore vehicle, exploring the timeline, the costs, and the benefits. Each panelists will speak on their particular area of expertise and then take questions from the floor.
Moderator:
Alex Chapman, Managing Director, Apex Fund Services (Canada) Ltd.
Panelists:
Joe Pancratius, Course Director, CLT International
Chris Pitts, Partner, PricewaterhouseCoopers LLP |
| 4:45pm |
Closing remarkes from the Chair. |
| 5:00pm |
Wine and cheese served until 7:00pm. All delegates wee encouraged to stay and continue the discussions in a more informal setting. |
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This seminar is sponsored by:
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Media Partners
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