Members of Appleby’s insurance legal team and AGS’ team will be in attendance to meet with prospective captive owners and other conference delegates. This year’s conference will explore the need for agility and resilience in the global risk market, and related trends, through the captive lens, presenting unique opportunities for connectivity and engagement to participants through thought-provoking sessions around cutting edge topics, sponsor webinars and, live-networking events with other attendees individually and in discussion forums, while granting access to industry leading resources.
Sally Penrose, Partner, will be speaking on a panel entitled, ‘Conscious Capital: Determining the Importance and Relevance of an ESG Strategy’, a growing area of focus locally and globally. Eduardo Fox, Appleby’s Latin America expert, will be moderating a panel entitled, ‘The use of Captives and the Adaptation of LatAm Clients to the New Normal’.
Sally heads the Bermuda regulatory practice, advising clients on an expansive range of regulatory and licensing issues, with a particular focus on economic substance. She has wide corporate experience, acting for corporates on a diverse range of multijurisdictional deals, and as a member of Appleby’s global Technology & Innovation group, provides comprehensive digital asset business advice. Sally is recognised by Legal 500 Caribbean as a ‘Leading Individual’ in the tier 1 Regulatory and Compliance category, recommended in the Corporate and Commercial category and named a ‘Rising Star’ in the Financial and Corporate category by IFLR1000.
Eduardo focuses on Corporate and Private Client & Trusts in Bermuda, and for the global Latin American team. He manages the Global LatAm business development team, and serves as Official Advisor for Latin American Affairs to both the Government of Bermuda and the Bermuda Insurance Management Association. He has extensive economic knowledge, obtaining his economics and Certified Public Accounting post-graduate degrees, with further studies on international economics.
Appleby’s Insurance team provides advice on the establishment, regulatory compliance and business operations of insurance companies, as well as advising insurance managers and brokers based in Bermuda and international jurisdictions. The team has been active in the captive market for over 40 years providing both new, and existing captive platforms with timely and insightful advice in order to navigate the ever evolving complexities of the insurance market.
Appleby Global Services (AGS), our specialist trust and corporate services provider, offers a range of fiduciary/administration services. Our dedicated teams of experienced professionals work closely with our legal specialists to provide our clients with an integrated legal and fiduciary/administration service offering.