BFI Inner Circle Forum 2020

May 11th to May 14th   |   Grand Hyatt Baha Mar   |   Nassau, The Bahamas

Learn how to protect what is righfully yours. 

Practical, actionable advice from our expert panel on safeguarding your wealth. 

Think outside the Box. 

A global perspective to help take your investment strategy to the next level. 

Become a member of the Inner Circle. 

Get together with like-minded people. Connect. Share your stories. And learn from each other. 

 

The Program 

Monday, May 11th

8AM to 5PM

Optional Full-Day Bahamian Adventure

To kick off the Forum, we've organized an optional group excursion including a trip to Exumas, scenic stops and cocktails on a yacht, feeding Iguanas, fish, and swimming pigs, snorkeling and a BBQ lunch on the beach.

Sponsored and hosted by Youplus Assurance AG

8PM

Cocktails at the hotel bar 

Casually meeting for some drinks

Selection of  Speakers 

Peter Calfee has spent decades working as a financial counselor to high net worth entrepreneurs. He earned his bachelor’s degree from Stanford, and an MBA from the University of Chicago. His career includes having served as Vice President of the International Management Group (IMG), as well as stops at Arthur Andersen and the Curtis Noll Corporation.

Peter H. Calfee 

James M. Duggan and his practice concentrate principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families.

Maniging Partner of Duggan & Bertsch

James Duggan 

Mr. Gerard Field commenced as CEO of Capital Security Bank in January 2018, and is responisble for managing stakeholder relationships and the overall operations of the bank. He has over 26 years' experience in banking, treasury management arranging finance domestically in New Zealand, and globally in the international markets. 

Gerard Field 

Douglass Lodmell has been practicing in the area of asset protection since 1997. He holds a Juris Doctorate from Cardozo School of Law as well as an advanced law degree (LL.M) in taxation from NYU School of Law. He is the founding member of the Asset Protection Council and co-founder of Lodmell and Lodmell P.C., an experienced and well-respected asset protection law firm.

Co-Founder & Managing Partner of Lodmell and Lodmell P.C. 

Douglass Lodmell 

Dr. Harald Malmgren, after graduating B.A. summa cum laude from Yale,  started his public service in the defense field working under the Kennedy administration. He has had a distinguished career as a scholar, a US Ambassador, international trade negotiator, and senior aide to the US congress and four different Presidents. 

Dr. Harald Malmgren 

Don McAlvany started his illustrious career working as the National Marketing Director of a big gold-share investment. He then founded his own company, International Collectors Associates (ICA), a securities, precious metals brokerage, insurance, and consultation firm serving international clients. Don McAlvany is also the founder of the Asian Pacific Children’s Fund. 

Donald McAlvany 

Bernarda Pesantez worked for a Swiss private bank prior to joining BFI in 2000. During her tenure she has gained profound experience in trust and estate planning as well as regulatory considerations. 

Managing Director of BFI Consulting 

Bernarda Pesantez 

Scott Schamber has been with BFI since 2002, most recently heading up the firm’s relationship management and client advisory team. Now with Global Gold, he leads a team dedicated to the purchase and storage of physically allocated metals in Switzerland. He is the co-editor of the “Digger Quarterly”, as well as the Global Gold blog.

Managing Director of Global Gold AG

Scott Schamber 

Marc Selden advises high-net-worth individuals and families on sophisticated estate and tax planning, including international estate planning. Marc focuses his practice on the preparation of wills and trusts, insurance planning, and the creation of family limited liability companies, family limited partnerships, charitable trusts, and prenuptial agreements.

Shareholder of Greenberg Traurig 

Marc Selden 

Matthew Smith works closely with clients, attorneys, investment advisors, banks and other service providers to provide effective asset protection solutions through the establishment of trust and company structures. Matthew is originally from the UK, where he was admitted as a Solicitor of the Senior Courts of England and Wales in 2008.

Legal Counsel of the Southpac Group, Southpac Trust

Matthew Smith 

Sune-Hojgaard Sorensen is the founder of Librarium Associates Ltd. - a global research facility focused on big macro-economic and geopolitical trends serving institutional and private investors. In his role, he advises a select group of sophisticated investors with regards to their international investment and portfolio management needs, identifying risks and pinpointing opportunities actoss asset classes.

Founder & Managing Partner of Librarium Associates Ltd. 

Sune Sorensen 

As the Executive Chairman of BFI Capital Group, Frank Suess heads up the group's overall business and strategy. He personally advises a select group of wealthy international investors and families with a focus on cross-border planning and prudent wealth management. He also acts as the Chairman of the Swiss Registered Investment Advisors Association (SRIAA). 

CEO & Chairman of BFI Capital Group AG

Frank Suess 

Dirk Steinhoff has been with BFI since 2007 and acts as the group’s Chief Investment Officer. He is also a managing partner of BFI Infinity and, as the Chief Investment Officer (CIO), takes the lead regarding the firm's investment process and research.

Managing Partner of BFI Infinity and Chief Investment Officer of BFI Consulting

Dirk Steinhoff 

Daniel Zurbruegg is a managing partner of BFI Infinity and, as Chief Executive Officer (CEO), signs responsible for the executive management of the firm. Prior to his tenure at BFI, Mr. Zurbruegg had founded and managed Swiss Infinity Global Investments GmbH, an independent investment advisor that merged with BFI Wealth Management (International) Inc. to form BFI Infinity in 2017.

Daniel Zurbrügg

 
 

The Venue

RSVP

Forum-Only Ticket

 

Covers participation in the Forum program, May 12th–14th, including any handouts, luncheon, coffee breaks, and beverages.

Forum + Excursion Ticket

 

Covers participation in the May 11th excursion, as well as the Forum program, May 12th–14th, including any handouts, luncheon, coffee breaks, and beverages. 

Note: Participation for this excurtion is limited. If you would like to join, make sure to reserve your spot early!

Take advantage of the Inner Circle room block at the Grand Hyatt

We have a special room block set up for our speakers and attendees at the Grand Hyatt Baha Mar. Take advantage of our special rates. Book directly by clicking on the button to the right. Or use our code "G-BFIC" when booking over the Grand Hyatt's normal website or over the phone. 

Rooms subject to additional, applicable taxes and fees.