TL4

TL4 & ConTrA present: The Modern Trust - Contentious Trusts in a Changed Social Landscape

Live and in person, join our experts to discuss the hot topics

and issues facing trusts in today’s world

5th July 2022 - IoD Building, London

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Agenda

Registration and Coffee
9.00

Welcome from your Chairs
9.30

Edward Cumming QC, Barrister
XXIV Old Buildings

Elizabeth Doherty, Partner
Macfarlanes

Reading the Room (not Zoom)
9.40

No topic is off bounds. What have we all been working on over the last 12 months? 

Arabella Murphy, Director
Propitious

Charlotte Fraser, Partner
Farrer & Co.

Trusts, Duties, and Fraud
10.10

Ziva Robertson, Partner
McDermott Will & Emery (UK)

Amy Harvey, Partner
Ontier LLP

Gemma Willingham, Partner
Baker McKenzie

James Weale, Barrister
Serle Court

Refreshment break
10.50

Interactive Roundtable Session
11.10

Inter-generational conflict and the woke generation: the next generation's approach to investing

Join 2 roundtables of your choice to discuss how the next generation approaches trusts

  • Roundtable 1: The Art and Science of Impact Investing for Multigeneration Families
  • Roundtable 2: What lessons can advisers learn from the “woke generation”?     
  • Roundtable 3: Intergenerational differences as a source of conflict 
  • Roundtable 4: Trustee's duties in relation to ESG
  • Roundtable 5: Gender Identity and how the next generation are defining these categories

 

Oliver Auld, Partner
Charles Russell Speechlys

James Lister, Partner
Stevens & Bolton

Sally Tennant OBE, Founding Partner
Acorn Capital Advisers

Richard Dew, Barrister
Ten Old Square

Jessica Crane, Executive Director
London & Capital

Insolvent Trusts
12.10

Richard Holden, Counsel
Carey Olsen (Jersey)

Alona Golling, Senior Trust Officer
Summit Trust Group (Geneva)

Josh Lewison, Barrister
Radcliffe Chambers

Lunch
12:50

Finding Crypto - growing asset classes and what to do about them in a dispute
2.00

Natasha Stourton, Partner
Withers

Carmel King, Director
Grant Thornton

Leigh Sagar, Barrister
New Square Chambers

Enforce the Unenforceable! Firewalls and their Friends
2:50

Benoît Mauron, Partner
LALIVE

George Porter, Senior Associate
Taylor Wessing

Rupert Morris, Partner
Walkers (Guernsey)

Oliver Passmore, Partner
Ogier (Jersey)

Coffee
3.30

Funding: The skeleton key for trusts cases?
3:50

Alex Cooke, Chief Executive Officer
Schneider Financial Solutions

Tets Ishikawa, Managing Director
Lion Fish

Jeremy Child, Partner
Harneys

Keeping up with the modern family: looking through the crystal ball to ask what families will look like in the next decade
4.30

Hannah Mantle, Senior Associate, Dispute Resolution
Forsters LLP

Simon Goldring, Partner
Maurice Turnor Gardner LLP

Emilia Piskorz, Managing Associate
Mishcon de Reya LLP

Closing remarks
5.10

Elizabeth Doherty, Partner
Macfarlanes

Edward Cumming QC, Barrister
XXIV Old Buildings

Drinks reception
5.20

9.00
Registration and Coffee
9.30
Welcome from your Chairs
Edward Cumming QC - Barrister - XXIV Old Buildings
Elizabeth Doherty - Partner - Macfarlanes
9.40
Reading the Room (not Zoom)

No topic is off bounds. What have we all been working on over the last 12 months? 

Arabella Murphy - Director - Propitious
Charlotte Fraser - Partner - Farrer & Co.
10.10
Trusts, Duties, and Fraud
Ziva Robertson - Partner - McDermott Will & Emery (UK)
Amy Harvey - Partner - Ontier LLP
Gemma Willingham - Partner - Baker McKenzie
James Weale - Barrister - Serle Court
10.50
Refreshment break
11.10
Interactive Roundtable Session
Inter-generational conflict and the woke generation: the next generation's approach to investing

Join 2 roundtables of your choice to discuss how the next generation approaches trusts

  • Roundtable 1: The Art and Science of Impact Investing for Multigeneration Families
  • Roundtable 2: What lessons can advisers learn from the “woke generation”?     
  • Roundtable 3: Intergenerational differences as a source of conflict 
  • Roundtable 4: Trustee's duties in relation to ESG
  • Roundtable 5: Gender Identity and how the next generation are defining these categories

 

Oliver Auld - Partner - Charles Russell Speechlys
James Lister - Partner - Stevens & Bolton
Sally Tennant OBE - Founding Partner - Acorn Capital Advisers
Richard Dew - Barrister - Ten Old Square
Jessica Crane - Executive Director - London & Capital
12.10
Insolvent Trusts
Richard Holden - Counsel - Carey Olsen (Jersey)
Alona Golling - Senior Trust Officer - Summit Trust Group (Geneva)
Josh Lewison - Barrister - Radcliffe Chambers
12:50
Lunch
2.00
Finding Crypto - growing asset classes and what to do about them in a dispute
Natasha Stourton - Partner - Withers
Carmel King - Director - Grant Thornton
Leigh Sagar - Barrister - New Square Chambers
2:50
Enforce the Unenforceable! Firewalls and their Friends
Benoît Mauron - Partner - LALIVE
George Porter - Senior Associate - Taylor Wessing
Rupert Morris - Partner - Walkers (Guernsey)
Oliver Passmore - Partner - Ogier (Jersey)
3.30
Coffee
3:50
Funding: The skeleton key for trusts cases?
Alex Cooke - Chief Executive Officer - Schneider Financial Solutions
Tets Ishikawa - Managing Director - Lion Fish
Jeremy Child - Partner - Harneys
4.30
Keeping up with the modern family: looking through the crystal ball to ask what families will look like in the next decade
Hannah Mantle - Senior Associate, Dispute Resolution - Forsters LLP
Simon Goldring - Partner - Maurice Turnor Gardner LLP
Emilia Piskorz - Managing Associate - Mishcon de Reya LLP
5.10
Closing remarks
Elizabeth Doherty - Partner - Macfarlanes
Edward Cumming QC - Barrister - XXIV Old Buildings
5.20
Drinks reception

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Contact Us

Event and Speaking Enquiries

For Event and Speaking Enquiries enquiries please contact Camellia Basu on +44 7841 974969 or email Camellia@thoughtleaders4.com

Partnership Enquiries

For Partnership Enquiries enquiries please contact James Baldwin-Webb on 07739311749 or email james@thoughtleaders4.com

Booking & General Enquiries

For Booking & General Enquiries enquiries please contact Danushka De Alwis on +44 2071 014191 or email danushka@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah Barton on or email sarah@thoughtleaders4.com