Agenda

7:30 a.m.

Registration & Networking Breakfast


Establishing Roots in Puerto Rico

9 a.m.

Welcome & Opening Remarks

Luis G. Rivera-Marin, Porzio, Bromberg & Newman, P.C.
Francisco E. Colón-Ramírez, Porzio, Bromberg & Newman, P.C.

9:15 a.m.

Act 60 & Legacy Planning: Maximizing Benefits & Preserving Wealth

Moderator, Maria F. Galante, Porzio, Bromberg & Newman, P.C.
Gio Mendez, GEO Tax

9:45 a.m.

Case Studies in Using PR: Advantages to Support World-Wide Operations

Moderator, Francisco E. Colón-Ramírez, Porzio, Bromberg & Newman, P.C.
Maria F. Galante, Porzio, Bromberg & Newman, P.C.
Luis B. Méndez del Nido, Legal Counsel for the PR Department of Economic Development
Gio Mendez, GEO Tax
James Pérez, DECA

10:20 a.m.

Break

10:45 a.m.

Relocating to Puerto Rico: Residency, Banking & Real Estate Essentials

Moderator, Maria F. Galante, Porzio, Bromberg & Newman, P.C.
Amanda Castillo, DECA
Chris Hamm, CASPR
Carolynn Kaufman, DECA
Josué Rivera, former Regional Director of Rural Development & SBA, Secretary of Agriculture, CEO of the Government’s Economic Development Bank

11:20 a.m.

A Fireside Chat With Terren Peizer: The Unbelievable Odyssey From an Unprecedented Criminal Trial to Vindication

William J. Hughes, Jr., Porzio, Bromberg & Newman, P.C.
Terren Peizer

11:55 a.m.

Moderated Audience Q&A

Moderator, Jill M. Williamson, Porzio, Bromberg & Newman, P.C.

Chris Hamm, CASPR

Gio Mendez, GEO Tax

12:25 p.m.

Networking Lunch

1:30 p.m.

Navigating Tax Compliance: Act 60 and Emerging Trends

Moderator, William J. Hughes, Jr., Porzio, Bromberg & Newman, P.C.
Francisco E. Colón-Ramírez, Porzio, Bromberg & Newman, P.C.
Hassan Khan, The Khan Partnership LLP


Puerto Rico as a Strategic Business Platform

1:55 p.m.

Harnessing AI Responsibly: PR as a Launchpad for Innovation

Moderator, Jill M. Williamson, Porzio, Bromberg & Newman, P.C.
Erica Holman, CAC Group
Dr. Ioannis Koutroulis, Children's National Hospital
Julia Whippo, Moneyball.ai

2:30 p.m.

Powering Puerto Rico’s Future: Renewable Energy, Infrastructure & Investment

Moderator, Cheryl A. Santaniello, Porzio, Bromberg & Newman, P.C.
Christopher Schutrop, Soltaic
Crystal Allen, Luma


Innovation & Digital Finance in Puerto Rico

2:55 p.m.

The GENIUS Act & Stablecoins: Policy → Practice

Moderator, Yarot T. Lafontaine-Torres, Porzio, Bromberg & Newman, P.C.
Juan Mari, Blok Assets
Jason Allegrante, former CLO at Fireblocks
Brock Pierce, CEO of Percival

3:30 p.m.

Break

3:55 p.m.

Crypto in the Courthouse: Mango Labs v. Kramer, and Other Case Studies

Moderator, Francisco E. Colón-Ramírez, Porzio, Bromberg & Newman, P.C.
Jill M. Williamson, Porzio, Bromberg & Newman, P.C.
William J. Hughes, Jr., Porzio, Bromberg & Newman, P.C.
Hassan Khan, The Khan Partnership LLP

4:30 p.m.

Closing Remarks & Cocktail Reception
William J. Hughes, Jr., Porzio, Bromberg & Newman, P.C.

Agenda is subject to change.

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Speakers

Jason Allegrante, former CLO at Fireblocks

LinkedIn

Crystal Allen, Luma

Amanda Castillo, DECA

Francisco E. Colón-Ramírez, Porzio, Bromberg & Newman, P.C.

Maria F. Galante, Porzio, Bromberg & Newman, P.C.

Chris Hamm, CASPR

Kory Hoang, Stably

Erica Holman, CAC Group

William J. Hughes, Jr., Porzio, Bromberg & Newman, P.C.

Hassan Khan, The Khan Partnership LLP

Carolynn Kaufman, DECA

Dr. Ioannis Koutroulis, Children's National Hospital

Yarot T. Lafontaine-Torres, Porzio, Bromberg & Newman, P.C.

Juan Mari, Blok Assets

Gio Mendez, GEO Tax

Luis B. Méndez del Nido, Legal Counsel for the PR Department of Economic Development

James Pérez, DECA

Brock Pierce, CEO of Percival

Josué Rivera, former Regional Director of Rural Development & SBA, Secretary of Agriculture, CEO of the Government’s Economic Development Bank

Cheryl A. Santaniello, Porzio, Bromberg & Newman, P.C.

Christopher Schutrop, Soltaic

Julia Whippo, Moneyball.ai

Jill M. Williamson, Porzio, Bromberg & Newman, P.C.

Resources