March 2006
The 4th Annual Italian Family Office Conference
March 29 & 30, 2006
Principe de Savoia Hotel
Milan
More Information:
[Brochure]
[Website]
April 2006
THE OFFSHORE INSTITUTE 2006 ROUNDTABLE SERIES:
Your Passport to Greater Knowledge of New Trends and
Developments in the Offshore Finance Industry
Thursday, April 20, 2006
The Adam’s Mark Hotel
Downtown Denver
Colorado
More Information:
[Brochure]
[Registration Form]
CONFERENCES SINCE APRIL 2001
June 2005
The Wealth Management Forum Shanghai
June 3rd & 4th @ Extravaganza Shanghai 2005
The Shanghai International Convention Centre
Shanghai, China
More Information:
[Brochure]
[Website]
December 2004
The Financial Services Industry Global Summit
December 9th & 10th, 2004
Geneva, Switzerland
The combined annual conference of The Offshore Institute, The Royal Society of Fellows and The American Academy of Financial Management.
More Information:
[Brochure]
April 2004
3rd Caribbean Practical Due Diligence Symposium
April 27th - 29th, 2004
H. Lavity Stoutt Community College - Marine Centre
Tortola, British Virgin Islands
Co-sponsored by:
The British Virgin Islands Financial Services Commission
the Offshore Institute and Samuel M. Lohman of Law Firm Lohman,
Geneva, Switzerland
More Information:
[Brochure]
March 2004
Royal Society of Fellows 4th Annual Conference
Serving the Client, Protecting Yourself
Global Financial Strategies Summit
Money Laundering, Compliance and International Tax Planning
Royal Society of Fellows
March 25 & 26, 2004
Miami, Florida
More Information:
[Keynote Speaker]
[Brochure]
[Registration Form]
November 2003
BVI Symposium
The OI will be a sponsor to the Symposium on anti-money laundering compliance and practice to take place in November in the British Virgin Islands. The event will be in November with the venue, speakers and dates to be confirmed. Expected dates of 5, 6 and 7th November.
The Offshore Institute's Annual International Conference
The Offshore Institute's next Annual International Conference will be held in Geneva on 20th and 21st November 2003.
October 2003
Academy & Finance OI Member discounts
Academy & Finance is organizing two conferences on the topic "New strategies facing the new European fiscal landscape" in Geneva with l'agefi on 8 & 9 October and in Lugano on October 23 & 24.
A&F has agreed to offer a discount for The Offshore Institute Members for the two conferences in Geneva and Lugano of 15% discount on official price (official price : 1 day : 1250 CHF, 2 days : 2250 CHF). The discount will not be mentioned on the brochure; members will have to indicate that they are members of TOI when they register.
Mauritius Chapter Launch
October 13-14, 2003
Reception time and date will be announced
September 2003
Fourth Annual Ultimate Estate, Retirement & Financial Planning Conference
September 17-18, 2003
Professional Education Systems Institute, 1-800-826-7155
Las Vegas, Nevada
Geneva Chapter Launch
September 23, 2003
Old Town, Geneva
August 2003
Nevis Chapter Launch and Conference
August 28-29, 2003
Four Seasons Resort
Nevis
July 2003
West River Estate Planning Council
July 18, 2003
Rapid City, South Dakota
June 2003
Annual Estate Planning Retreat
June 19-21, 2003
CLE in Colorado / Colorado Bar Association
Breckenridge, Colorado
Sixth Annual Affiliate Retreat
June 26-28, 2003
Engel Reiman & Lockwood pc - (303) 741-1111
Aspen, Colorado
May 2003
AMG Guaranty Trust
May 12, 2003
Denver, Colorado
AXA Advisors LLP
May 15, 2003
Denver, Colorado
2003 Annual Tax Conference
May 22, 2003
RSM McGladrey, Inc.
Chicago, Illinois
April 2003
North Atlanta Tax Council
April 18, 2003
Denver, Colorado
February 2003
Children's Hospital & Research Center Foundation
February 5-6, 2003
San Francisco, California
Oakland, California
Second Annual Global Strategy Summit for the Family Office
February 10, 2003
IBC USA Conferences
Coral Gables, Florida
International Trusts Forum
February 21, 2003
Euromoney Seminars
London, England
January 2003
National CLE Conference
January 6, 2003
Law Education Institute
Aspen, Colorado
Asset Protection Program
January 30, 2003
CLE in Colorado
Denver, Colorado
December 2002
Annual General Meeting / Roundtable
December 3, 2002
The Offshore Institute
London, England
November 2002
2002 Annual Heart of America Tax Institute
November 6-7, 2002
University of Missouri-Kansas City School of Law
Kansas City, Missouri
Southeast Denver Estate Planning Council
November 12, 2002
Denver, Colorado
61st Institute on Federal Taxation
November 14, 2002
New York University
San Diego, California
October 2002
Estate Planning Techniques to Enhance Asset Protection
October 9, 2002
Premier Trust of Nevada, Inc. /
Canterbury Investment Group
Triad Advisors Conference
October 12, 2002
St. Petersburg, Florida
Colorado Springs Estate Planning Council
October 15, 2002
Colorado Springs, Colorado
2002 Annual Tax Conference
October 23, 2002
RSM McGladrey, Inc.
Chicago, Illinois
61st Institute on Federal Taxation
October 24, 2002
New York University
New York City, New York
Fall Collegium
October 24-26, 2002
National Network of Estate Planning Attorneys
Kansas City, Kansas
Integrated Estate and Asset Protection Planning
October 29-30, 2002
Professional Education Systems Institute, 1-800-826-7155
Dallas and Houston, Texas
September 2002
San Francisco Estate Planning Council
September 18, 2002
San Francisco, California
July 2002
Advanced Integrated Estate Planning
July 19-20, 2002
National Network of Estate Planning Attorneys
Denver, Colorado
June 2002
Fifth Annual Affiliate Retreat
June 20-22, 2002
Engel Reiman & Lockwood pc - (303) 741-1111
The Hotel Jerome
Aspen, Colorado
More Information
May 2002
Third Annual Advanced Offshore Practice & Procedure
May 9-10, 2002
Professional Education Systems Institute, 1-800-826-7155
Las Vegas, Nevada
More Information
November 2001
SHOREX Paris 2001
November 6-7, 2001
Palais des Congrčs
Paris, France
The Offshore Institute ANNUAL CONFERENCE 2001
The Inter-Continental Hotel
Montreal, Quebec, Canada
11th - 13th November, 2001
More Information
October 2001
MODA Corp: The Future of Offshore; Maintain an Effective Offshore Strategy in a Fast Changing Regulatory Environment.
Oct. 04 & 05: Amsterdam. MODA Corp: The Future of Offshore; Maintain an Effective Offshore Strategy in a Fast Changing Regulatory Environment. Subjects: How can Offshore stay competitive whilst meeting the new international standards? The impact of increased transparency, European On-Shore Holding Companies, etc. (Fax +31 20 520 8200)
Sixth Annual Offshore Practice & Procedure
October 18-19, 2001
Professional Education Systems, Inc. -
1-800-826-7155
Las Vegas, Nevada
More Information
June 2001
Engel, Reiman & Lockwood's Fourth Annual Affiliate Retreat
June 21 - 23, 2001
The Broadmoor, A Grand Resort Hotel
Colorado Springs, Colorado
For information visit www.erl-law.com/retreat/
May 2001
The Advanced Offshore Practice And Procedures
Las Vegas, Nevada on 10 - 11 May, 2001
Organised by Professional Education Systems Inc
Reception Sponsored by The Offshore Institute
More Information
April 2001
Iberian Peninsula Regional Conference & Exhibition
The Offshore and Low Tax Jurisdictions and Their Future
(18, 19, 20 April 2001, Meliá Castilla Hotel, Madrid, Spain).
Organised by Premier Group and the Offshore Institute
For information visit www.offshoreconference.net or contact Mario Castro/Claudia Rodrigues at
Premier Financial Services International Ltd. London,
Tel: (011) 44 171 629-1734, Fax: (011) 44 171 629-1737
More Information
Euromoney Seminars' 2nd Annual Private Banking Conference
Zurich, Marriot Hotel on April 26/27 2001
The central theme is: 'New Strategies for private banking in an increasingly competitive and
regulated environment.'
For info: Tel: +44 (0) 870 90 62 600, Fax: +44 (0) 20 7779 8603 or registrations@euromenoyplc.com
