STEP LECTURE SERIES 2017 / 18

Lunchtime Lecture 10

Presentation Summary: 
The UAE has recently launched Foundation Regimes in both Abu Dhabi Global Market (ADGM) and the Dubai International Financial Centre (DIFC). The Seminar will look at both regimes’ key features and their similarities and differences with other well-established regimes. It will also discuss the practical impact of these new tools locally and regionally.

Followed by a Q&A.

About the speaker:
Yann Mrazek, Managing Partner, M/HQ

Yann Mrazek chiefly focuses on private wealth, tax and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure on implementing inter-generational wealth transfer strategies and structuring their operational assets and global wealth.

Yann is the Chair of STEP Arabia and the sole Attorney in the Middle East referenced on the Who’s Who’s legal Private clients list.

Please arrive by 11.45am for registration, Lecture will start 12.00pm and last for approx. 45 minutes

For any queries with regard to your booking please please email stepguernsey@step.org

Book your place HERE

STEP AGM

An election of one third of the seats of the Guernsey Branch Committee of the Society of Trust and Estate Practitioners shall be held during the Annual General Meeting of the Branch to be held at The Dorey Room, St James Concert and Assembly Hall, St Peter Port, Guernsey at 5.30pm on 14th June 2018.

AGM Notice can be viewed HERE.

Please arrive by 5.15pm for registration, AGM will start 5.30pm. Immediately following the AGM will be Evening Lecture No 10

Evening Lecture 10

Presentation Summary:
John Stares,  Guernsey resident, ex Accenture and Terra Firma, Angel Investor, active Philanthropist and Acumen Partner, will introduce the talk on behalf of Innovest Advisory.
Topics covered in the talk will include:
• What is Impact Investing
• The spectrum of responsible, sustainable and impact investing
• What private wealth firms are currently doing
• The changing aspirations of families and the impact of the next generation
• How can private wealth firms respond to client interest in Impact Investing.

Acumen Fund – speakers will talk about their work undertaken with Impact Investments in Africa and South Asia including in the Agriculture, Education, Housing, Healthcare and Water and Sanitation sectors as well as their focus on venture philanthropy.  (10-15 mins)

MainStreet Partners- a short presentation will look at how MainStreet works with private banks and foundations on developing environmental sustainability-focused investment white-label fund and bespoke account solutions for them. (10-15 mins)

Presenter Bios:

Farrukh H. Khan is Senior Director of Business Development at Acumen where he is responsible for business development and fundraising activities. Previously, Farrukh was the Country Director and CEO of Acumen Pakistan, responsible for investing, business development and leadership development activities. With over 25 years of senior management and board level experience, Farrukh is the founding partner and former CEO of BMA Capital Management Limited. He is an experienced entrepreneur and a leading business and financial advisor who has advised on many landmark transactions, including Etisalat’s $2.6 billion acquisition of PTCL, the largest M&A and foreign direct investment in Pakistan’s history. He has served as President of the Overseas Investors Chamber of Commerce & Industry (OICCI), Pakistan Chapter Chairman of the Young Presidents’ Organization and on various private and public sector boards. Farrukh qualified as a Chartered Accountant from the UK and received a BA (Hons.) in Economics and Finance from the University of Manchester.

Farrukh will also be joined by:

Hazel Taylor is Head of Business Development for Acumen in Europe. Over the last 12 months she has been instrumental in developing an innovative new impact investment fund for Acumen focused on climate resilience for smallholder farmers in Africa. Hazel previously worked at the Vitol Foundation, where she managed a entrepreneurship funding portfolio across Africa, Asia and Latin America. She has also worked as a CSR consultant to the energy industry in Africa, as Deputy Director of an NGO in Asia and as Program Manager for the Swiss Stock Exchange in Europe. She holds an MSc in Development Management, an MSc in Technology and a BA in Latin American Studies.

Rodolfo Fracassi is the Managing Director of MainStreet Partners
Rodolfo founded MainStreet Partners in 2008 to invest in businesses that generate a combination of financial returns and positive impact on society and the environment. Prior to this he served as an Executive Director at Goldman Sachs Asset Management, in charge of developing business opportunities with institutional investors, distributors and consultants across southern Europe. Rodolfo covered a similar position at Franklin Templeton Investments, co–heading the Italian institutional department. He also held positions at Salomon Smith Barney and started his career at the Italian Trade Commission in Hong Kong as market analyst. He graduated at Bocconi University in Milan. Rodolfo is a Chartered Financial Analyst, member of the UK CFA Society, member of the Italian advisory board to the G8 impact investment taskforce, and board member of Opes Foundation.

Rodolfo will also be joined by:

James Hay is an Investment Analyst at MainStreet Partners
James started his career as a corporate lawyer at Allen & Overy in Hong Kong but pivoted into investment management after completion of his MBA at Insead in 2016. In 2017 he joined MainStreet Partners as an investment analyst where he conducts due diligence on thematic funds and advises clients on sustainable and impact investments in direct equity and fixed income securities.

Book your place HERE

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As a not-for-profit organisation which supports the learning and progression of all fiduciary professionals, STEP Guernsey relies on the support of valued STEP partners to help bring our popular event series to you and keep costs to a minimum.

We extend our thanks to Sponsor’s Mourant Ozannes for Sponsoring the 2017 / 18 Lecture Series.

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