Puerto Rico Tax Benefit Symposium 2017

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

3 days left

The Puerto Rico Tax Benefit Symposium will be held at the Condado Vanderbilt hotel, with featured key-note speakers Ricardo Rosselló, 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 March 24, 2017

8:00am - 9:00am

Registration and Breakfast

(VANDERBILT CONDADO  HOTEL)

9:00am

Opening Remarks

Honorable Ricardo Rosselló, Governor of the Commonwealth of Puerto Rico

9:15am

Keynote Presentation

Keynote Speaker

Richard Carrión, CEO and Chairman of the Board, Popular Inc.

9:40am

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

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

11:05am

OTHER TAX INCENTIVES IN PUERTO RICO

Gabriel Hernandez, Partner, BDO

Victor Rodríguez, PricewaterhouseCoopers LLP

11:45am

INVESTMENT SUCCESS STORIES: NEW MOVERS WITH LARGE LOCAL OFFICES

Margie Reyes, Director, Human Resources, Santander Consumer International PR

Antonio Javier D’Elia Smith, Advisor to the Board of Directors, Bancredito & Partner, Capitalia Advisors, LLC

Ted Mehm, Managing Partner, Capital Crossing

Gina Biondo, Tax Partner, PricewaterhouseCoopers LLP

12:30pm

Luncheon / Networking

1:30pm

INTERNATIONAL FINANCE – THE OPPORTUNITY FOR FINANCE FIRMS

Myrna Rivera, Advisor to the Board of Directors, Bancredito & Founder and Chief Executive Officer, Consultiva Internacional Inc.

2:00pm

FUNDS OPERATING FROM PUERTO RICO: TRADING FROM PUERTO RICO

Moderator

Nicholas Prouty, Chairman & CEO, Putnam Bridge

Michael Tennenbaum, Principal, Tennenbaum Capital Partners, LLC

John Helmers, Principal, Long Focus Capital

Robb Rill, Managing Director, The Strategic Group PR, Founder of the 20/22 Act Society

3:00pm

20/22, HOW TO GET IT DONE

Moderator

Ryan Christiansen, President, Christiansen Commercial Real Estate

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

Gabriel Hernandez, Partner, BDO

Pedro Notario, Capital Member, Ferraiuoli LLC

Victor Rodriguez, PricewaterhouseCoopers LLP

3:30pm

FINANCIAL SERVICES SUCCESS: INTERNATIONAL & BANKING 273 & 399

Moderator

Josh Stirling, Senior Advisor, Advantage Insurance, Inc.

Walter Keenan, Chief Executive Officer, Advantage Insurance Inc.

Richard Carrión Matienzo, Division Manager, Business Development & International Banking, Banco Popular

Rafael Blanco, Former Commissioner of Financial Institutions, The Commonwealth of Puerto Rico

4:15pm

Afternoon Refreshment Break

4:30pm

Keynote Presentation

Keynote Speaker

John Paulson, President of Paulson & Co. Inc.

5:00pm

COMMERCIAL REAL ESTATE MARKET IN PUERTO RICO – INVESTING OPPORTUNITIES

Moderator

Fahad Ghaffar, Partner - Puerto Rico, Paulson & Co.

Ryan Christiansen, President, Christiansen Commercial Real Estate

Federico “Friedel” Stubbe, Chairman & CEO, The Prisa Group

Nicholas Prouty, Chairman & CEO, Putnam Bridge

5:45pm

Tour of Hato Rey, Santurce and Miramar 

7:00pm

Dinner (SERAFINA AT LA CONCHA)

8:00am

Depart to St. Regis Bahia Beach Resort

8:30am

Breakfast

9:00am

RESIDENTIAL MARKET IN PUERTO RICO

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

Jaime Morgan-Stubbe, Managing Director, Real Estate Sales & Marketing, Dorado Beach Resort

Martin Smith, CEO, Bahia Beach Resort

9:45am

SCHOOLS IN PUERTO RICO

David Sanabria, Principal of Secondary School, St. John’s School

Jake Grossman, Student Speaker

Eliza Helmers, Student Speaker

10:30am

ONE-ON-ONE MEETINGS – Banking & Financial Institutions

Gina Biondo, Tax Partner, PricewaterhouseCoopers LLP

Richard Carrión Matienzo, Division Manager, Business Development & International Banking, Banco Popular

10:30am

ONE-ON-ONE MEETINGS – Legal Framework

Pedro Notario, Capital Member, Ferraiuoli LLC

10:30am

ONE-ON-ONE MEETINGS – Real Estate

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

Ryan Christiansen, President, Christiansen Commercial Real Estate

Carolina Garriga Cesani, Esq., Partner, Title Security Group, LLC

10:30am

ONE-ON-ONE MEETINGS – Moving & Relocation Services

Angela Brookman, PMP, Account Manager, Puerto Rico Advantage

11:30am

Tour: St. Regis Bahia Beach Resort & Golf Club

12:15pm

Lunch (BEACH CLUB RESTAURANT)

1:30pm

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 Rosselló, Governor 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