Puerto Rico Tax Benefit Symposium 2017

Condado Vanderbilt Hotel, San Juan, Puerto Rico
March 28, 2017 - March 29, 2017

38 days left

The Puerto Rico Tax Benefit Symposium will be held at the Condado Vanderbilt hotel, with featured key-note speakers Ricardo Rossello, the Governor Elect of Puerto Rico, John Paulson, President of Paulson & Co. Inc, and Richard Carrión, CEO of Banco Popular. Title sponsors include Banco Popular and Bancrédito International Bank among others.

The detailed agenda for this two-day conference is designed to educate participants about the current opportunities for investment and the significant tax benefits that Puerto Rico has to offer for both individuals and businesses that choose to operate from or relocate to the Island.

Join us to hear directly from tax experts, CPA’s, government officials and portfolio managers on the advantages Puerto Rico has to offer. Share personal and professional experiences with a group of early adopters who have relocated, grown their companies from three employees to over one-hundred and embrace all the art, culture and nightlife the Island is known for.

Participants of this conference will have the opportunity to exchange ideas with and learn from delegates and presenters who successfully made the transition from some of the country’s leading financial communities to Puerto Rico.

Registration is limited so act now!

Current as of February 7, 2017

8:00pm - 10:00pm

Cocktail Reception

(LOBBY, CONDADO VANDERBILT HOTEL)

8:00am - 9:00am

Registration and Breakfast

(CONDADO VANDERBILT HOTEL)

9:00am

Opening Remarks

Honorable Ricardo Rossello, Governor of the Commonwealth of Puerto Rico

9:20am

Keynote Presentation

Keynote Speaker

Richard Carrión, CEO, Popular Inc.

9:40am

INTERNATIONAL FINANCE – THE OPPORTUNITY FOR FINANCE FIRMS

Myrna Rivera, Founder and Chief Executive Officer, Consultiva Internacional Inc.

10:10am

TAX ADVANTAGES: ACT 20 FOR EXPORT OF SERVICES AND ACT 22 FOR INDIVIDUAL INVESTORS

Edgar Ríos-Méndez, Esq., Member, Pietrantoni Méndez & Alvarez LLC

11:30am

INVESTMENT SUCCESS STORIES: FIRMS WITH OVER 100 EMPLOYEES

Marc Grossman

CEO, SCUSA – TBD

12:30pm

Luncheon / Networking

1:30pm

COMMERICAL REAL ESTATE MARKET IN PUERTO RICO – INVESTING OPPORTUNITIES

Ryan Christiansen, President, Christiansen Commercial Real Estate

2:15pm

WHY PUERTO RICO: COMPETITIVE ADVANTAGES

Introduction by

Minister / Secretary of Economic Development

Nicholas Prouty, Early Adopter and Investor

3:00pm

APPLYING FOR ACTS 20 & 22 – Q&A

Edgar Ríos-Méndez, Esq., Member, Pietrantoni Méndez & Alvarez LLC

Gabriel Hernandez, Partner, BDO

TBD, Ferraoulii

4:15pm

Keynote Presentation

Keynote Speaker

John Paulson, President of Paulson & Co. Inc.

4:45pm

Afternoon Refreshment Break

5:00pm

OTHER TAX INCENTIVES IN PUERTO RICO

Gabriel Hernandez, Partner, BDO

6:00pm

Tour of Hato Rey & Old San Juan

6:45pm

Governors Cocktail Reception (Location TBD)

7:30pm

Dinner

8:30am

Depart to St. Regis Bahia Beach Resort

9:00am

Breakfast

9:00am

RESIDENTIAL MARKET IN PUERTO RICO

Margaret Juvelier, President, Sotheby’s International Realty, Puerto Rico

10:00am

SCHOOL SYSTEMS IN PUERTO RICO

TBD, Baldwin

TBD, Robinson

TBD, St. John’s

TBD, Student Speaker

11:00am

ONE-ON-ONE MEETINGS

Banking & Financial Institutions

TBD, PWC (US TAX)

Legal Framework

TBD, Ferraiuoli

Real Estate

Margaret Juvelier, President, Sotheby’s International Realty, Puerto Rico

Ryan Christiansen, President, Christiansen Commercial Real Estate

Healthcare

TBD

Moving & Relocation Services

TBD

11:00am

Optional Tour: St. Regis Bahia Beach Resort & Golf Club

12:00pm

Luncheon

2:00pm

Depart to Condado Vanderbilt Hotel or Airport

1star
Condado Vanderbilt Hotel
Condado Vanderbilt Hotel, Ashford Avenue, San Juan, Puerto Rico


You can also contact The Reservations Department at 787-751-5500, ext.8062, 8063 & 8064 or E-mail at reservations@condadovanderbilt.com
Don't forget to mention Puerto Rico Tax Benefit Symposium when booking your room!
*Prices exclude taxes
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.

Registration Pricing

Attendee Complimentary Registration*

*Subject to Opal Group's approval. Eligibility will be verified.
Complimentary registration is for clients who live in the 50 States. PR residents do not qualify for complimentary registration.

Sponsorships, please contact Jamie Pepper 212.532.9898 x228 jpepper@opalgroup.net

Presented by

Ricardo Rossello, Governor Elect of Puerto Rico

Presented by

John Paulson, President of Paulson & Co.

Presented by

Edgar Ríos-Méndez, Member, Pietrantoni Méndez & Alvarez LLC

Presented by

Richard Carrión, Chairman and CEO, Banco Popular Inc.

  • Act 20 | 22 (4% on income / 0% on capital gains)
  • Multiple other tax advantages
  • Investment opportunities in Puerto Rico
  • Government Address
  • How and Why PR has such federal tax laws
  • Personal Accounts of companies with over 100 employees
  • Lifestyle and more
  • CPA / Accountants
  • Law Firms
  • SFOs
  • MFOs
  • Private Investors
  • CEOs
  • CIOs
  • Investment Bankers
  • Wealth Advisors
  • Fund of Funds
  • RIA’s
  • Portfolio Managers