Steve Levitt To Speak: Private Wealth Conference

April 14, 2011

Levitt_SteveJPGEsteemed U.S. economist, Steve D. Levitt, bestselling author of FREAKONOMICS (2005) and its sequel, SUPERFREAKONOMICS (2009), will be the Keynote Speaker at the 2nd Annual Capital G Private Wealth Conference to be held on May 4th, 2011, at the Tuckers Point Hotel & Spa in Tucker’s Town.

Mr. Levitt is the recipient of the American Economic Association’s prestigious John Bates Clark Medal which is awarded to the country’s best economist under the age of 40.

President and CEO of Capital G Bank Limited, Ian Truran, said, “Following our very successful inaugural Private Wealth Conference held in 2010, we are pleased to host the conference again in 2011 with a newly structured programme that will give delegates increased opportunities for dialogue and discussion with leaders in the wealth management industry.”

For this one-day Conference, the morning’s agenda is comprised of a Panel Discussion featuring industry leaders with Peter Everson, President, PE Consultants Ltd., as moderator. Delegates will have opportunities for dialogue on various topics relating to ‘Where Bermuda Fits in the Global Economy: The State of the Union’.

The panelists are Senator The Hon. Kim Wilson, JP – Minister of Economy, Trade and Industry; James Gibbons, Chairman, Capital G Bank Limited; Andrew Banks, President, Paradigm Ltd.; Neill A. Currie, President & CEO, RenaissanceRe Holdings Ltd., and William B. Gray, President, Orbis Investment Management Limited.

Mr. Truran said, “Our Conference has attracted a slate of prestigious international speakers which has enabled us to present an agenda that is planned to present new ways to think outside the box of the current economic situation, show the way forward and enhance decision making. We are grateful to have the support of our sponsors in this exciting venture for Capital G.”

The afternoon’s programme of Breakout Sessions is designed to offer a great breadth of content and present local as well as global perspectives on issues of interest. Session topics include presentations on structuring portfolios in the current economic environment; succession plans for family businesses; retirement planning including estate and Trust issues, and multi-jurisdictional tax issues including the impact of the new FATCA issues.

Guest presenters will be David Fisher, PIMCO; Rob Almeida, MFS; Grant Walsh, KPMG Centre for Family Business in Ottawa; Andrew Marsh and Dr. Eugene Durenard of Orion; Matthew Miller, Bloomberg News and Will McCallum, KPMG Bermuda.

Bermuda and international companies across the private wealth spectrum have endorsed this event with confirmed sponsors including The Colonial Group; Tetrem Capital Management Limited; KPMG Bermuda; MFS International Ltd; Trilogy Global Advisors; Mello, Jones & Martin; Electronic Services Limited; Dining Bermuda MEF; Bermuda Motors; Burrows Lightbourn Wine Online.

The Conference will accommodate 250 delegates representing end clients and their respective agents. Registration is $250 per delegate. Online registration is now available at www.capitalgpwc.com. For more information or assistance in registering, please phone 294-5194 or email conference@capitalg.bm.

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