Webinar:

‘Shaping the future of investment migration, a Spear’s webinar in association with St Lucia Citizenship by Investment’

Sponsored by: CIP Saint Lucia

Focused on:

  • Banking
  • Investment Industry

Date: 17 May

26

Time: 2PM London/9AM New York

‘Shaping the future of investment migration, a Spear’s webinar in association with St Lucia Citizenship by Investment’

The next decade will make or break the global citizenship by investment industry: increasing international scrutiny and scepticism, rising inequality and the ascent of identity politics all pose challenges to the status quo. What will investment migration look like in 2030? How will the industry have to change and adapt to survive? All this and more fall under spotlight in the next Spear’s webinar, held in association with St Lucia Citizenship by Investment.

Presented by

Nestor Alfred,

Chief Executive Officer

Nestor Alfred is the Chief Executive Officer of St. Lucia’s Citizenship by Investment Programme. Prior to this position, he served at a senior/executive position in varied areas within the financial services sector i.e. taxation, banking (offshore & domestic) and financial regulations. In his banking career he worked in the Islands of Barbados, Cayman Islands and Sant Lucia.

In his role as the Chief Regulator for Saint Lucia’s Offshore and Insurance sector, Nestor acquired extensive expertise in compliance; anti-money laundering and counter- terrorist financing and was the first ever Caribbean Financial Action Task Force Mutual Evaluator coming out of Saint Lucia.
Nestor has a passion for teaching/lecturing and was a part-time lecturer with the University of The West Indies and the Sir Arthur Lewis Community College (Saint Lucia).

Nestor is a strong supporter of Caribbean regionalism and has the distinguish opportunity to serve as an appointed Commissioner to CARICOM Competition Commission , a Commission so set up to deal with anti- competitive cross-border business conduct and promoting and protecting competition in the CARICOM Community amongst other functions.

Annamaria Koerling,

Managing Partner Delfin Private Office, Commissioner JFSC, Chairman Praesidium SGR, Director MP Analytics

Annamaria’s career in wealth management spans over 25 years including senior roles at Schroders, Cazenove Capital Management, Merrill Lynch and latterly C Hoare & Co as head of wealth management. In 2017 after the successful completion of the sale of the C Hoare & Co wealth management business to Cazenove Capital, Annamaria joined Owl Private Office, a strategic wealth advisory business, as a founding partner.

Aside from her main executive role at Owl Private Office, Annamaria is a Commissioner of The Jersey Financial Services Commission and a non executive director of Schroder & Co. Amongst other roles, Annamaria is a Fellow Commoner of Queens’ College Cambridge and serves on the College’s investment committee. She is also a trustee of the choral Charity, ORA. Annamaria is a Chartered Wealth Manager, has an MA in modern languages from Cambridge University and speaks Italian, German and French.

In her spare time, Annamaria is a member of a number of angel syndicates and her focus is on supporting businesses where at least one of the founders is a woman. She has a keen personal interest in promoting financial education for women and young people.

Bruno L’ecuyer,

CEO and Interim Chairman, Switzerland

Bruno L’ecuyer is Chief Executive and Interim Chairman of the Investment Migration Council, a worldwide industry association for investment migration and citizenship-by-investment. A regular contributor to international publications and conferences in Europe, the Middle East and Asia, he has held positions in London, Paris and Hong Kong. Bruno was previously head at a national financial services association, acting as a bridge between government and industry. He has extensive expertise and experience in the management and expansion of a professional services association.

Julia Onslow-Cole,

Partner in Fragomen

Julia Onslow- Cole is a Partner in Fragomen specialising in Global Government Strategies and
Compliance supporting clients worldwide to optimise global mobility strategies, enhance
compliance and leverage best practice in all critical immigration related policies including crisis
management.

Before joining Fragomen Julia was a Partner, Legal Markets Leader and Head of Global
Immigration at PwC leading complex multi-jurisdictional client engagements and providing
strategic global immigration advice.
Julia has been advising on the global impacts on immigration policy and practice through the
COVID-19 crisis.

Julia has been liaising with Government and Business on Brexit and has given expert evidence
at the European Parliament. Julia has represented business at the Prime Minister’s immigration
stock take meeting and acted as an advisor to the Home Office on business, investment and
growth. Julia is a member of the Mayor of London’s Brexit Advisory Group, a board member of
the Permits Foundation and the London Chamber of Commerce and Industry and a member of
the Society for Human Resource Management’s Immigration Speciality Panel.

Alec Marsh,

Editor-at-large, Spears

Alec is the editor-at-large of Spear’s, and a contributor to the New Statesman. He was editor of Spear’s from 2017-2020 and has written for The Spectator, Country Life and the Financial Times, and written regularly for titles including The Times, Daily Telegraph, and Daily Mail. A BSME award-winning editor, Alec has interviewed many leading figures in British political and business life over the last two decades and writes on a broad range of topics including world affairs, politics and economics. His novels, 'Rule Britannia' and ‘Enemy of the Raj’, are published by Headline Accent.

Key Learning Objectives

  • What are the possible challenges facing the industry over the next decade?
  • How will the industry have to change and adapt to survive?
  • How can a CBI program maintain the integrity of citizenship and passports, and hold up to increasing international inquiries and growing uncertainty?
  • What will the ‘new’ investment migration industry look like in 2030?

Audience

  • HNWI Travel Services
  • Family Offices
  • Wealth Management Companies
  • Financial Services
  • Real Estate and Property Development
  • Media and Entertainment Industry
  • HNWI Luxury Goods & Services