Puerto Rico Tax Benefit Symposium 2017
Condado Vanderbilt Hotel, San Juan, Puerto Rico
March 28, 2017 - March 29, 2017
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
| 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 |
|
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! |
- 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.
- 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
