STEP Isle of Man Annual Conference 2025
Generational fortitude - private wealth in a volatile world
Date and time
Location
Comis Hotel & Golf Resort
Mount Murray Back Road IM4 2HT Douglas Isle of ManLineup
Agenda
8:15 AM - 9:00 AM
Networking Breakfast
9:00 AM
STEP IOM Welcome
Adam Beighton, Chair STEP Isle of Man
9:05 AM
Sponsor Welcome
9:10 AM
Preparations and progress for MONEYVAL
Bettina Roth, Chief Executive, Isle of Man Financial Ser
9:25 AM
Unpacking the Guidance Note on managing the Financial Risks of Climate Change
Adam Creamore, Sustainable Finance & ESG Adviser, Isle o
9:40 AM
STEP Worldwide Update & STEP around the world
Louise Polcaro, Director of Communications, STEP
Natasha Southam TEP, Private Client Senior Associate, Se
Andrew McCallum, Senior Partner, Rawlinson & Hunter Swit
10:10 AM
Keynote Session
Michael Brickley, Founder/CEO, Families Set Free
10:45 AM
Morning break
11:15 AM
Perspectives on protection -estates/future proofing - title tbc
Mark Swart, Partner – Client Relationship Manager, Stone
Tom McGinness
Tim Cretney
11:45 AM
Crisis Management
Michael Yates
12:15 PM
Behavioural Finance Insights
Alexander Joshi, Head of Behavioural Finance, Barclays P
12:45 PM
Lunch
2:15 PM
Under attack physical and cyber protection
Peter Connolly, CEO, Toro Solutions
2:45 PM
Dealing with contentious issues
Sarah Lee, Partner, London, Penningtons Manches Cooper L
3:15 PM
Afternoon Break
3:45 PM
Family Governance
Marion de Carte, Senior Client Relationship Manager, Bos
Roelf Odendaal, TEP
Nicholas Jacob, Partner, Forsters LLP
Next Gen and ED&I
4:40 PM
Networking Drinks
4:30 PM
Final Thoughts & Thank You
Good to know
Highlights
- 8 hours, 15 minutes
- In person
Refund Policy
About this event
Organised by
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