DAY 1 - April 29, 2026
DAY 2 - April 30, 2026
CPD Hours
Sponsorship Opportunities
DAY 1 - April 29, 2026
| Time | Day One – Strategic Context & Jurisdictional Evaluation |
|---|---|
| 9:00 am | Arrival, Registration |
| 9:30 am | Opening Remarks |
| 9:45 am | Session 1: Mapping the Landscape: Geopolitical & Economic Recalibration (Fireside Chat)This opening panel examines how structural geopolitical and economic recalibration is reshaping the global operating environment for capital and wealth. Through expert discussion, the session diagnoses systemic change and establishes the analytical baseline for the Summit.
Zhivargo Laing
University of The Bahamas
Niekia Horton
Bahamas Financial Services Board — Moderator
|
| 10:15 am | Session 2: Capital Under Pressure: Mobility, Liquidity & Strategic OptionalityThis session explores how institutional and private capital is responding to recalibration through allocation shifts, liquidity strategy, and jurisdictional diversification. The discussion moves from macro forces to observable capital behavior and strategic adaptation.
Gerhard Beukes
RF Bank & Trust
Anthony Ferguson
CFAL
Edward Zouein
Lombard Odier
Kevin Burrows
CFA Society — Moderator
|
| 11:00 am | Networking Break |
| 11:20 am | Session 3: Building Resilient Wealth Architecture (Panel Discussion)This session reframes wealth preservation as a structured discipline, introducing the core architectural components that underpin effective cross-border planning. It focuses on how different elements, legal structures, investment vehicles, and governance frameworks work together conceptually before moving into technical application.
Pamela Rolle
JTC Private Trust (Bahamas)
Michelle Neville-Clarke
Lennox Paton
Krystal Cartwright
Butterfield Trust (Bahamas) — Moderator
|
| 12:10 pm | Session 4: Durability by Design: A Framework for Evaluating Wealth JurisdictionsThis session provides insights into the jurisdiction selection criteria including credibility, legal continuity, institutional maturity, regulatory predictability, and ecosystem depth. What matters in the current environment and for long term security.
Katie Booth
Oak Bahamas
Ivylyn Cassar
Equity Bank Bahamas
Dwayne Whylly
Glinton Sweeting O’Brien — Moderator
|
| 1:15 pm | Lunch |
| 2:15 pm | Session 5: Strategic Trade-offs in Wealth Preservation: Control, Access & ContinuityThis session examines the inherent trade-offs that globally mobile families must navigate when designing preservation strategies, including control vs. protection, liquidity vs. stability, and privacy vs. transparency. It explores how advisors help clients make structured decisions in an environment where no single solution optimizes all outcomes.
Charmaine Tucker
Private Client Strategist
Paul Beale
KPMG
Peteche Mitchell
McKinney Bancroft & Hughes — Moderator
|
| 3:00 pm | Session 6: Positioning for the Next Decade: The Future of Wealth JurisdictionsThis closing dialogue examines how wealth jurisdictions must evolve to remain credible, resilient, and strategically relevant in a recalibrating global environment. Drawing on regulatory, legal, and market perspectives, the session explores how families and advisors should position capital and structures in anticipation of future geopolitical, economic, and regulatory shifts.
George Damianos
Bahamas Sotheby’s International Realty
Christina Rolle
Securities Commission of The Bahamas
Dr. Earl Cash
Higgs & Johnson
Chris Barr
FinGen Society — Moderator
|
| 3:50 pm | Closing Remarks and Networking |
| 6:00 pm | FinGen Society | Creative Wealth: Art, Real Estate, Alternatives and the Modern Investment PortfolioWhat do a Bahamian painting, a beachfront property, and a private equity fund have in common? They are all alternative investments — yet often overlooked. Creative Wealth, part of the FinTalk Series, explores how art, real estate, and other alternatives can strengthen modern portfolios. Grounded in practical, Bahamas-based opportunities, this session offers a fresh perspective on diversification for both emerging professionals and advisors. RSVP using the following link: https://luma.com/z4pokl9z
Bobby Chen
Real Estate Agent
Jodi Minnis-Rolle
Curatorial Director
Deno Moss
International Investment Advisor
|
DAY 2 - April 30, 2026
| Time | Day Two – Technical Depth & Ecosystem Demonstration |
|---|---|
| 9:00 am | Welcome & Day 2 Overview |
| 9:10 am | Session 1: Wealth Preservation: Strategy, Geopolitics & Regulation (Fireside Chat)This session examines how geopolitical shifts, regulatory convergence, and increasing global interconnectedness are reshaping the environment in which wealth preservation strategies operate. Through a strategic presentation followed by a moderated discussion, it explores how advisors and families must rethink preservation as a function of strategy, positioning, and long-term resilience rather than purely technical structuring.
Frezer G. Haile, Ph.D
Panterra
Reno Miller
BankPro — Moderator
|
| 10:00 am | Session 2: Advanced Structuring & Private Wealth Vehicles: Trusts, Foundations & UsufructThis session explores structuring solutions across both common law and civil law traditions, including trusts, foundations, and usufruct arrangements. It highlights how these vehicles can be layered to address succession planning, forced heirship, governance needs, and cross-border complexity.
Julia Koga da Silva
Higgs and Johnson
Joel Friedlander
EY
Nia Rolle-Campbell
Graham Thompson
|
| 10:50 am | Networking Break |
| 11:20 am | Session 3: Digital Assets & the Evolution of Wealth PreservationThis session examines how fund structures, trust overlays, custody arrangements, and alternative asset strategies can be coordinated to support private capital deployment across jurisdictions. It integrates preservation architecture with capital growth and control strategies.
Keith Davies
BISX
Deno Cartwright
OKX Bahamas
Nicola McKinney
Edmonds Marshall McMahon
Samuel Campbell
Quantfury Trading — Moderator
|
| 12:00 pm | Session 4: The Bahamas Wealth Ecosystem in PracticeThis case-based session demonstrates how an integrated wealth ecosystem functions cohesively in complex, multi-jurisdictional scenarios. It evidences coordination across legal, fiduciary, banking, investment, and administrative disciplines in implementing durable wealth architecture.
Theo Burrows
STEP Bahamas
Jamaal Wright
Corner Bank (Overseas)
Fania Joseph
The Private Trust Corporation — Moderator
|
| 12:40 pm | Event Wrap-up & Farewell Remarks |
| 1:00 pm | The Bahamian Artistry ExpoThe Bahamian Artistry Expo will bring a curated selection of local artisans and small businesses into the Summit’s Exhibit Hall, giving attendees the opportunity to discover and shop authentically Bahamian products.
Explore unique, locally crafted pieces, connect directly with vendors, and enjoy a dynamic marketplace experience woven into the Summit. |
CPD Hours
CPD hours from the organizations below are available for attending this event.
Members should confirm details directly with the respective institution.

Sponsorship Opportunities
The Bahamas Global Wealth Summit (BGWS) is the flagship international conference bringing together global investors, family offices, legal and financial advisors, and private wealth leaders to explore the future of global wealth management in one of the world’s most trusted financial centers—The Bahamas. Building on the success of its 2025 launch, BGWS 2026 will deliver high-impact content, powerful connections, and curated access to strategic partners and international clients.
Gold Partner (2 Available) – Price: $10,500
- Recognition as a Gold Partner on key symposium signage and digital displays.
- Speaking or Moderation Opportunity: The chance to participate in or moderate a session of choice within the symposium program (subject to approval).
- Exclusive recognition for one of the following hospitality experiences:
- Day 1 (Main Day)
- Day Starter – featured branding at breakfast service stations.
- Day 2 (Half Day)
- Day Starter Sponsor (exclusive)
- Three (3) Full Conference Passes (includes access to Days 1 and 2)
- One (1) exhibition booth and one (1) exhibitor pass in the Global Networking Hall.
- Opportunity to include branded materials or inserts in the delegate tote bag.
- Prominent logo placement on select symposium materials and digital screens.
- Post-event acknowledgment in the official attendee communication.
- Day 1 (Main Day)
Global Connections Partner (1 Available) – Price: $7,500
- Recognition as the official host of the Recreational Networking, featuring an exclusive experience to island tour New Providence. Reserved for international guests and sponsor participation.
- Two (2) Full Conference Passes (includes access to Days 1–2, and Recreational Networking).
- One (1) premium exhibition booth and one (1) exhibitor pass in the Global Networking Hall.
- Opportunity to include branded materials or inserts in the delegate tote bag.
- Featured branding on all related itineraries, transport materials, and social media coverage.
- Post-event acknowledgment in the official attendee communication and photo recap.
Corporate Partner (Unlimited) – Price $3,000
- Recognition as a Corporate Partner on the summit website.
- One (1) complimentary Full Conference delegate pass (includes Day 1 and 2).
- One (1) exhibition booth and one (1) exhibitor pass in the Global Networking Hall.
- Post-event acknowledgment in the official attendee communication.
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Sponsors
All sponsor logos are the property of their respective companies and are used with permission in connection with the Bahamas Global Wealth Summit.
Register to attend
All-Access Passes
Day Passes
Sponsors