WiFi Powered by:
Tuesday – 16th September 2025
MODERATOR
Nia Rolle-Campbell currently serves as General Counsel and Head of Family Office Services of Oak Group Bahamas (formerly Amber Trust Ltd.), bringing expertise in private client services, including trusts, asset protection, estate planning for clients with multigenerational wealth structuring for high-net-worth individuals and families.
Nia was called to the Bar of England & Wales and the Commonwealth of The Bahamas. She obtained an LLB (Hons) from the University of Kent and the ADR-ODR Accredited Civil-Commercial Mediator accreditation. She earned an MA in Law with Business from BPP University and the STEP Diploma in International Trust Management—both with Distinction. Prior to joining Oak Group, she practiced at a leading commercial law firm in The Bahamas where she advised on trust structuring and administration, worked closely with local regulators and was exposed to securities and the digital asset space.
At Oak, Nia leads legal and the provision of family office services for the Bahamas branch. She regularly collaborates with global external advisors and service providers to ensure tailored, compliant and sophisticated solutions that align with each client’s long-term goals and often cross-border needs.
Nia has contributed to industry publications including the STEP Journal and The Private Wealth & Private Client Review.
1:30pm
REGISTRATION
- Attendee sign-in and networking
WELCOME
- Brief welcome and overview of the agenda
- Set expectations for the session: A focus on actionable insights for expanding globally
2.00pm-2:10pm
TRIBUTE TO KELLI INGRAHAM [POSTHUMOUSLY]
2:10PM-2:50PM
Opening & Welcome Remarks
2:10pm-2:50pm
SESSION 1
The Global Financial Services Landscape
PANELIST
- Overview of the current state of global financial markets
- Key trends and challenges in expanding financial services internationally
- The role of emerging markets and fintech in broadening reach
- Quick case studies on successful global expansion in the industry
SPEAKER
Andrew Morriss is Professor in the Bush School of Government & Public Service and the School of Law at Texas A&M University. He received his AB from Princeton University, his JD and Master of Public Affairs from the University of Texas at Austin, his PhD in economics from Massachusetts Institute of Technology, and his Master of Educational Psychology from Texas A&M University. He also holds an Advanced Professional Certificate in International Taxation from IBFD and an Associate in Captive Insurance certification from ICCIE.
He previously served as Dean of the School of Law and the School of Innovation at Texas A&M and as Vice President for Entrepreneurship and Economic Development. Before coming to Texas A&M, he held the D. Paul & Charlene A. Jones Chair in Law at the University of Alabama, the H. Ross & Helen Workman Professor of Law at the University of Illinois at
Urbana-Champaign, and the Galen J. Roush Professor of Business Law and Regulation at Case Western Reserve University.
He is the author or coauthor of more than sixty book chapters and scholarly articles as well as the coauthor of Regulation by Litigation (Yale University Press, 2008) and the editor of Regulatory Competition and Offshore Finance (AEI Press, 2010). He served as Chair of the Cayman Financial Review from 2009 to 2017. He publishes regularly in IFC Review and is the
author of the chapter on offshore trust law in the forthcoming Oxford Handbook of Comparative Trust Law.
2:50pm-3:30pm
SESSION 2
Building a Global Strategy for Financial Services
- Identifying key markets for global expansion: What to consider
- Setting clear objectives for international growth
- Practical steps for market research and entry strategies
- Leveraging digital tools and data for global insights
SPEAKER
Niekia is the CEO and Executive Director of Bahamas Financial Services Board. She is an experienced senior executive with over two decades of experience in the financial services industry.
SPEAKEER
Andrew Morriss is Professor in the Bush School of Government & Public Service and the School of Law at Texas A&M University. He received his AB from Princeton University, his JD and Master of Public Affairs from the University of Texas at Austin, his PhD in economics from Massachusetts Institute of Technology, and his Master of Educational Psychology from Texas A&M University. He also holds an Advanced Professional Certificate in International Taxation from IBFD and an Associate in Captive Insurance certification from ICCIE.
He previously served as Dean of the School of Law and the School of Innovation at Texas A&M and as Vice President for Entrepreneurship and Economic Development. Before coming to Texas A&M, he held the D. Paul & Charlene A. Jones Chair in Law at the University of Alabama, the H. Ross & Helen Workman Professor of Law at the University of Illinois at
Urbana-Champaign, and the Galen J. Roush Professor of Business Law and Regulation at Case Western Reserve University.
He is the author or coauthor of more than sixty book chapters and scholarly articles as well as the coauthor of Regulation by Litigation (Yale University Press, 2008) and the editor of Regulatory Competition and Offshore Finance (AEI Press, 2010). He served as Chair of the Cayman Financial Review from 2009 to 2017. He publishes regularly in IFC Review and is the
author of the chapter on offshore trust law in the forthcoming Oxford Handbook of Comparative Trust Law.
3:30pm-4:00pm
SESSION 3
Digital Transformation and Fintech in Global Expansion
SPEAKER
- How technology is enabling the globalization of financial services
- The role of fintech in breaking down borders and improving financial access
- Key digital platforms and innovations that support global growth
- Best practices for integrating digital solutions in cross-border financial operations
SPEAKER
Mechelle Martinborough is a Deputy Executive Director, Senior Legal Counsel and Secretary to the Securities Commission of The Bahamas. She joined the Commission early in her legal career having prosecuted in the Office of The Attorney General for five years and practiced four years of civil litigation at Mckinney, Bancroft & Hughes.
Mechelle is currently in the process of overseeing legislative overhauls and amendments to the Securities Industry Act, 2011, the Investment Funds Act, 2019 and the Digital Assets and registered Exchanges Acts, 2020 and is a part of the committee formed at the national level to overhaul and address the countries Companies legislation. Mechelle is responsible for the work of the Office of Legal Counsel in the Commission.
SPEAKER
Jamal Ijeoma is the Executive Vice President and Group Chief Financial Officer (CFO) at Fidelity Bank (Bahamas) Limited. Prior to joining the Fidelity Group, he served in various leadership roles within the professional accounting firms of which he was an integral member, including as a Partner at Baker Tilly Bahamas. With over 20 years of experience in public accounting, financial management, and assurance, he specializes in financial reporting, audits, risk management, internal controls, and regulatory compliance within the financial services sector.
As Chairman of the Bahamas Financial Services Board, Jamal plays a key role in shaping financial policies, governance frameworks, and regulatory developments within the country. He holds various board leadership roles, providing financial oversight, governance, and strategic planning expertise to multiple organizations.
MODERATOR
Nia Rolle-Campbell currently serves as General Counsel and Head of Family Office Services of Oak Group Bahamas (formerly Amber Trust Ltd.), bringing expertise in private client services, including trusts, asset protection, estate planning for clients with multigenerational wealth structuring for high-net-worth individuals and families.
Nia was called to the Bar of England & Wales and the Commonwealth of The Bahamas. She obtained an LLB (Hons) from the University of Kent and the ADR-ODR Accredited Civil-Commercial Mediator accreditation. She earned an MA in Law with Business from BPP University and the STEP Diploma in International Trust Management—both with Distinction. Prior to joining Oak Group, she practiced at a leading commercial law firm in The Bahamas where she advised on trust structuring and administration, worked closely with local regulators and was exposed to securities and the digital asset space.
At Oak, Nia leads legal and the provision of family office services for the Bahamas branch. She regularly collaborates with global external advisors and service providers to ensure tailored, compliant and sophisticated solutions that align with each client’s long-term goals and often cross-border needs.
Nia has contributed to industry publications including the STEP Journal and The Private Wealth & Private Client Review.
SPEAKEER
Andrew Morriss is Professor in the Bush School of Government & Public Service and the School of Law at Texas A&M University. He received his AB from Princeton University, his JD and Master of Public Affairs from the University of Texas at Austin, his PhD in economics from Massachusetts Institute of Technology, and his Master of Educational Psychology from Texas A&M University. He also holds an Advanced Professional Certificate in International Taxation from IBFD and an Associate in Captive Insurance certification from ICCIE.
He previously served as Dean of the School of Law and the School of Innovation at Texas A&M and as Vice President for Entrepreneurship and Economic Development. Before coming to Texas A&M, he held the D. Paul & Charlene A. Jones Chair in Law at the University of Alabama, the H. Ross & Helen Workman Professor of Law at the University of Illinois at
Urbana-Champaign, and the Galen J. Roush Professor of Business Law and Regulation at Case Western Reserve University.
He is the author or coauthor of more than sixty book chapters and scholarly articles as well as the coauthor of Regulation by Litigation (Yale University Press, 2008) and the editor of Regulatory Competition and Offshore Finance (AEI Press, 2010). He served as Chair of the Cayman Financial Review from 2009 to 2017. He publishes regularly in IFC Review and is the
author of the chapter on offshore trust law in the forthcoming Oxford Handbook of Comparative Trust Law.
3:10pm-3:15pm
The Suzanne Black Student of The Year Award Presentation
3:15PM-3:25PM
COFFEE BREAK
4:00pm-4:30pm
SESSION 4
Effective Cross-Border Relationships & Compliance
- Building partnerships across different regions and cultures
- Navigating the regulatory landscape in various markets
- Ensuring compliance with international financial laws and standards
- Managing risk and overcoming challenges in cross-border financial services
PANELIST
PANELIST
Duran Humes is the CEO and founder of Plato Alpha Design, a Bahamian software consulting firm which specializes in driving digital innovation for businesses. With over a decade of experience in software development, Mr. Humes is recognized for his ability to turn client ideas into profitable, cost-effective solutions.
Under his leadership, Plato Alpha Design has become a leader in driving revenue and reducing operational costs for businesses by identifying and addressing operational inefficiencies through customized and pre-built software solutions, thereby cementing Mr. Humes’ status as a pivotal figure in the technology industry.
SPEAKER
Hubert Edwards is the Managing Consultant of NextLevelSolutions, a specialist consultancy
providing strategic expertise in risk management, corporate governance, compliance, finance,
and economic scanning. With senior roles at two Big Four accounting firms, a major Bahamian bank, and the Central Bank of The Bahamas, his career reflects deep experience in financial systems, regulatory oversight, and institutional leadership.
Currently completing his pupillage at the law firm Graham Thompson, Hubert earned his Legal Education Certificate from Eugene Dupuch Law School in 2024. He is a Fellow of the
Association of Chartered Certified Accountants (UK), a member of The Bahamas Institute of
Chartered Accountants and The Bahamas Bar Association, and a Chartered Director, certified
by the Caribbean Governance Training Institute.
Hubert has served as Chair of the Economic Development Committee for both the Organization for Responsible Governance (ORG) and the Bahamas Chamber of Commerce and Employers
Confederation (BCCEC), where he was also Treasurer, Director, and CARICHAM representative.
MODERATOR
Nia Rolle-Campbell currently serves as General Counsel and Head of Family Office Services of Oak Group Bahamas (formerly Amber Trust Ltd.), bringing expertise in private client services, including trusts, asset protection, estate planning for clients with multigenerational wealth structuring for high-net-worth individuals and families.
Nia was called to the Bar of England & Wales and the Commonwealth of The Bahamas. She obtained an LLB (Hons) from the University of Kent and the ADR-ODR Accredited Civil-Commercial Mediator accreditation. She earned an MA in Law with Business from BPP University and the STEP Diploma in International Trust Management—both with Distinction. Prior to joining Oak Group, she practiced at a leading commercial law firm in The Bahamas where she advised on trust structuring and administration, worked closely with local regulators and was exposed to securities and the digital asset space.
At Oak, Nia leads legal and the provision of family office services for the Bahamas branch. She regularly collaborates with global external advisors and service providers to ensure tailored, compliant and sophisticated solutions that align with each client’s long-term goals and often cross-border needs.
Nia has contributed to industry publications including the STEP Journal and The Private Wealth & Private Client Review.
SPEAKEER
Andrew Morriss is Professor in the Bush School of Government & Public Service and the School of Law at Texas A&M University. He received his AB from Princeton University, his JD and Master of Public Affairs from the University of Texas at Austin, his PhD in economics from Massachusetts Institute of Technology, and his Master of Educational Psychology from Texas A&M University. He also holds an Advanced Professional Certificate in International Taxation from IBFD and an Associate in Captive Insurance certification from ICCIE.
He previously served as Dean of the School of Law and the School of Innovation at Texas A&M and as Vice President for Entrepreneurship and Economic Development. Before coming to Texas A&M, he held the D. Paul & Charlene A. Jones Chair in Law at the University of Alabama, the H. Ross & Helen Workman Professor of Law at the University of Illinois at
Urbana-Champaign, and the Galen J. Roush Professor of Business Law and Regulation at Case Western Reserve University.
He is the author or coauthor of more than sixty book chapters and scholarly articles as well as the coauthor of Regulation by Litigation (Yale University Press, 2008) and the editor of Regulatory Competition and Offshore Finance (AEI Press, 2010). He served as Chair of the Cayman Financial Review from 2009 to 2017. He publishes regularly in IFC Review and is the
author of the chapter on offshore trust law in the forthcoming Oxford Handbook of Comparative Trust Law.
4:30pm
SESSION 5 - Interactive Session
Closing Remarks
Nia Rolle-Campbell currently serves as General Counsel and Head of Family Office Services of Oak Group Bahamas (formerly Amber Trust Ltd.), bringing expertise in private client services, including trusts, asset protection, estate planning for clients with multigenerational wealth structuring for high-net-worth individuals and families.
Nia was called to the Bar of England & Wales and the Commonwealth of The Bahamas. She obtained an LLB (Hons) from the University of Kent and the ADR-ODR Accredited Civil-Commercial Mediator accreditation. She earned an MA in Law with Business from BPP University and the STEP Diploma in International Trust Management—both with Distinction. Prior to joining Oak Group, she practiced at a leading commercial law firm in The Bahamas where she advised on trust structuring and administration, worked closely with local regulators and was exposed to securities and the digital asset space.
At Oak, Nia leads legal and the provision of family office services for the Bahamas branch. She regularly collaborates with global external advisors and service providers to ensure tailored, compliant and sophisticated solutions that align with each client’s long-term goals and often cross-border needs.
Nia has contributed to industry publications including the STEP Journal and The Private Wealth & Private Client Review.
- Final thoughts and takeaways from the bootcamp
- Invitation to stay for post-event networking
4:45PM
THE NETWORKING SOCIAL
Hosted by:
OUR SPONSORS
PLATINUM SPONSOR
GOLD SPONSORS
SILVER SPONSORS
LUNCH SPONSOR
WIFI SPONSOR
TOTE BAG SPONSOR
LANYARD SPONSOR
COFFEE BREAK SPONSORS
CORPORATE SPONSORS
SUPPORTING SPONSORS
Senator the Honourable Ryan Pinder is the Attorney General and Minister of Legal Affairs for the Commonwealth of The Bahamas having been appointed on September 20, 2021 after the general elections were held in The Bahamas and the Progressive Liberal Party were voted in as the Government. Ryan Pinder was the Member of Parliament for the Elizabeth Constituency and the Minister of Financial Services and Trade in the former Progressive Liberal Party government.
Mr. Rolle was appointed Governor of the Central Bank of The Bahamas in January 2016. Prior to this, he served as the Financial Secretary in the Ministry of Finance; and before this, he served on the Executive Board of the International Monetary Fund (IMF) as a Senior Advisor to the Executive Director for Canada, Ireland and the Caribbean Constituency.
Patrice G. Taylor is a senior HR leader, consultant and strategist, and an internationally certified leadership coach, trainer, and speaker. Patrice has tapped into her global assignment, which is to speak life to purpose, activate hidden potential and cultivate the principles of servant leadership, values-based leadership, and a growth mindset.