Bahamas Global Wealth Summit

"The Evolution: Industry Paradigms for a New Era"

Main Conference Day

The Bahamas Global Wealth Summit (BGWS) is a premier gathering of global finance and policy professionals, uniting experts from across the private wealth field, including legal, tax, compliance, fintech, and regulatory sectors. While the Summit explores the evolving landscape of private wealth in response to global economic shifts and emerging markets, the agenda also highlights the critical role of legal, tax, compliance, fintech, and regulatory professionals in shaping the jurisdiction’s value proposition. Attendees will gain insight into how the jurisdiction is leveraging its full range of professional expertise to provide innovative, cross-border solutions for ultra-high-net-worth individuals (UHNWIs), family offices, and institutional investors.

8:30AM

Arrival and Registration – Continental Breakfast

Sponsored by

9:00AM

Welcome and Introduction of Minister of Economic Affairs

Speaker

Jamal Ijeoma
Chairman, BFSB

9:10AM

Opening Remarks - Why The Bahamas Now

Speaker

Sen. Hon. Michael Halkitis
Minister of Economic Affairs

9:30AM

How Jurisdictions Compete for Global Private Wealth

Examine wealth movement trends and jurisdictional competitiveness through a macro lens, exploring how international financial centres must adapt to evolving global regulatory, legislative, tax, and geopolitical shifts.

Speakers

Professor Clifford Griffin
Associate Professor,
College of Humanities and
Social Sciences, NCSU
John Rolle
Governor,
Central Bank
of The Bahamas

10:20AM

Emerging Markets and Opportunities

As private wealth expands rapidly in regions like Latin America and Africa, new opportunities are emerging for financial service providers. This session will explore the unique value propositions (UVPs) these markets demand—and how firms can successfully navigate their cultural, regulatory, and strategic complexities to serve a new generation of global clients.

Speakers

Bimpe Nkontchou
Managing Principal,
W8 Advisory LLP
Nicolas Malumian
Partner,
Malumian & Asoc.
Wendy Warren
Founder and
Managing Director,
Caystone Group

11:10AM

NETWORKING BREAK

Sponsored by

11:30AM

Trends Reshaping Private Wealth

Wealth holders today are redefining expectations. From nontraditional asset classes and impact-driven investment strategies to greater demands for transparency, control, and access—this fireside chat will unpack how client priorities are shifting and what this means for advisors, jurisdictions, and the future of private wealth.

Speaker

Marcia Nelson
Managing Director, Family Office
Freedom Capital Markets

Moderator

Deidree Bain-Toote
Managing Director,
Butterfield Trust (Bahamas) Limited

12:00PM

LUNCH

Sponsored by

1:30PM

Keynote: Fintech, Trust & the Future

The future of financial services will be shaped not just by digitization, but by a complete redefinition of trust, access, and value in a world where borders are blurred and clients demand real-time, hyper-personalized experiences.

Speakers

Gordon Baird
Founder and CEO/CTO,
Nexos Technologies Inc

2:00PM

New Strategies in Wealth Management

As wealth holders seek greater returns and resilience, alternative investments are becoming central to modern portfolio strategy. This session will explore the rising importance of private equity, venture capital, and insurance solutions in wealth management—highlighting how these vehicles support diversification, long-term growth, and bespoke client needs.

Speakers

Bruce McGuire
Co-Chair,
Greenwich Economic Forum
Othniel Duncombe
Executive Salesperson,
BAF Financial

Moderator

Cleora Farquharson
Vice President of Business Development & Client Relations,
Leno Corporate Services

2:50PM

Technology & Innovation in Wealth Creation

A forward-looking discussion on how AI, blockchain, and fintech are transforming private wealth management. This session explores the balance between innovation and security, highlighting how technology is reshaping client expectations, investment strategies, and the importance of cybersecurity in cross-border wealth structuring.

Speakers

Kendra Thompson
Principal, Founder,
Epok Advice
Delphino Gilbert Cassar
Head of Business
Development & Fintech,
Equity Bank
Bahamas Limited
Nicholas Rees
Chairman & Co-Founder,
Kanoo Pays

Moderator

Kerr Kennedy
Associate Partner, Technology Assurance
EY Bermuda Ltd.

3:40PM

NETWORKING BREAK

Sponsored by

4:00PM

Navigating The Shifting Landscape

The impact of changing global tax frameworks on private wealth and strategies for maintaining compliance while optimizing tax efficiency. The regulatory evolution in offshore jurisdictions, balancing transparency with maintaining a competitive edge. Geopolitical instability and economic uncertainty, and their implications for asset protection, wealth preservation, and risk management.

Speakers

Alexandra (Ali) Spinner
Partner, Tax,
Crowe Soberman LLP
James Bosworth
Founder & CEO,
Hxagon

Moderator

Kasynthi Bodie
Deputy CEO and CFO,
Lombard Odier Bahamas Ltd

4:50PM

CLOSING REMARKS

SPONSORS

Platinum Sponsor

Silver Sponsor

Bronze Sponsors

Corporate Sponsors

Scroll to Top