North American Expat Financial Forum
Sponsored by Dunhill Financial and the Adrian Leeds Group
Tuesday, May 30, 2017
4 to 8 p.m.
Chez Jenny, Paris, France
To reserve your spot: Complete our Online Form or download the pdf registration form, print it, complete it and scan and send it to [email protected] or fax it to +1 415 520 1429.Seven international speakers are coming together for this very special event in Paris, France!...
• Brian Dunhill, Dunhill Financial
• Christelle Colairo, Moneycorp Exchange Experts
• Michael Larsen, American Citizens Abroad
• Adrian Leeds, Adrian Leeds Group
• Carl Mir, Mir Enterprises US
• Amaury de Monclin, Bluesky Finance
• Peter Zipper, Caye International Bank
Our speakers, all professionals and experts in their field, will share with you their knowledge and experience on a variety of financial subjects designed specifically for North American expats...
• Christell Colairo of Moneycorp Exchange Experts will explain why a currency broker is the most cost effective and efficient way of exchanging currencies and managing your finances on different continents.
• Brian Dunhill of Dunhill Financial, will go over the FATCA regulations and how to arrange your financial and estate planning in Europe.
• Michael Larsen, of American Citizens Abroad, will enlighten us on US banking from abroad and provide an intro to the State Department Federal Credit Union...
• Adrian Leeds, of the Adrian Leeds Group, will walk you through the process of purchasing French property and how much you can expect to invest...
• Carl Mir, of Mir Enterprises US, will talk about managing currency risk for your investments and how they are taxed...
• Amaury de Monclin, of Bluesky Finance, will give you the 101 course of financing your French property...
• And, Peter Zipper, President of Caye International Bank, Belize, will offer an off-shore banking alternative that is the best in the world for asset protection...
About half-way through we’ll take a pause for cocktails and hors d’oeuvres – then, before we close, the entire panel will be open for a Q and A session – where you will be able to ask us anything!
You will have an opportunity to talk individually with the speakers and you will walk away with your own copy of the American Expat Financial Guide published by Dunhill Financial.
All this costs the mere pittance of 25€ for the first person and 20€ for each additional friend you bring with you (or you may pay 35€ per person at the door) including the four hours of presentations, cocktails, hors d’oeuvres and your free copy of the American Financial Guide!
Then, we invite you to stay for dinner at the historic Chez Jenny with the entire team of speakers and other attendees!...
Learn more about our Guest Speakers:
Christell Colairo, Regional Manager, Moneycorp Exchange Experts
“Saving you money on your international transfers”
Christelle is an Account Manager for Moneycorp’s French and Belgian Key Partners. Christelle has been working with Moneycorp for two years and has experience building relationships with private clients and businesses. She recently moved over to the French and Belgian team given her French speaking skills. Before starting with Moneycorp she worked in tourism. Christelle is based in London, regularly travelling for work and loves to see what the city has to offer. For additional information on Christelle, or Moneycorp, visit the website at global.moneycorp.com/france/.
Brian Dunhill, AAMS, Dunhill International Financial Planners
“Financial Planning for American Expats”
Brian is a financial Planner with a core emphasis on concentrated positions, and retirement planning for predominantly American Expatriates. Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm. Brian received his Bachelor of Science in Finance with an International Business Background at the University of Central Florida and his Masters In Business Administration from the Masagung School at the University of San Francisco. He has also received the Accredited Asset Management Certification from the College for Financial Planning. Brian is currently President of the American Club of Brussels, a Board Member of the Augusta Chiwy Foundation, Sharkey Foundation and the Brussels Tigers (the local American Football team).
Michael J. Larsen, Member of the Board of Directors and
Executive Committee, American Citizens Abroad (ACA), Inc.
“US Banking from Abroad and an Intro to the State Department Federal Credit Union”
Born and raised in Los Angeles, Michael resides in London where he heads the UK Chapter of ACA, Inc. He is also has overall responsibility at ACA for new business development. Michael has been involved with ACA for more than 15 years, first in Geneva, where he served as an Executive Committee Member and since 2005 initially as a UK Country Contact. Michael is a Senior Managing Director at Harbert Management Corporation, a privately-owned, US-based alternative investment firm. Prior to joining HMC in November 2004 he held a variety of senior management roles in Europe and the Middle East first at Citigroup, with positions in New York, Bahrain, London, Zurich and Geneva, and then with a leading Swiss investment firm before returning to the UK in 2005. Michael received a Bachelor of Arts degree in Economics from Boston University, is registered with the UK Financial Conduct Authority and holds his FINRA/NASD Series 7 and 63 licenses. Michael is also a trustee and non-executive Director at Aspire, a leading multi-academy trust in Cornwall where he also chairs the Finance Committee, and is a liveryman with World Traders. He and his wife Corinne (a French national, from Paris) have two children and when not doting on their grandson enjoy taking extended breaks in Arizona and in Cornwall. For additional information on Michael, or American Citizens Abroad, visit the website at americansabroad.org.
Adrian Leeds, Adrian Leeds Group
“The Process and Price of Purchasing French Property”
Adrian Leeds is founder and director of the Adrian Leeds Group, based both in the U.S. and France to provide a full range of services to "Francophiles" living in North America and France: a complete property consultation services including property search, purchase and sales assistance, financing, sales and marketing and development of fractional ownership properties. She speaks at conferences and seminars in both the U.S. and France on a variety of related topics to living and investing in France and hosts financial seminars and a variety of workshops. Her site AdrianLeeds.com provides a wealth of information for Francophiles as well as reservations and booking services of luxury apartments for a select group of property owners in Paris and Nice. She is the author and editor of the Parler Paris and Parler Nice Nouvellettres®, editor of French Property Insider. Adrian is the celebrated agent on more than 25 episodes of HGTV’s House Hunters International and an episode of FYI’s Tiny House World. In addition, she hosts a monthly coffee-gathering in Paris where a speaker on a different topic every month enlightens attendees from all over the world. For additional information on Adrian, or Adrian Leeds Group, visit the website at adrianleeds.com.
Carl Mir, Mir Enterprises US
"Managing Your Investment Currency Risk and Taxation"
Carl is a career accountant with extensive experience within several corporations. He has been involved in US income tax preparation and reporting for several years. Carl has been in operation in Belgium however since 2015 working toward supporting the American expat communities throughout Europe to remain compliant with the IRS for tax preparation reporting. As a tax consultant for US expats, he has provided advice on filing requirements and compliance to the US concerning tax and financial reporting issues. Carl’s company, Mir Taxes, provides assistance for Americans to become compliant and current with the IRS and the US Treasury. Carl received his Bachelor of Arts with an emphasis in international relations and business from the University of Southern California. Carl also holds a Master of Business Administration in Accounting and is completing his dissertation toward the doctorate degree of a PhD in Accounting. For additional information on Carl, or Mir Taxes, visit the website at mirtaxes.com.
Amaury de Monclin, Blue Sky Finance
“The 101 Course on Financing Your French Property”
Prior to the creation of Bluesky Finance, Amaury de Monclin worked for nearly 20 years in the area of financial services where he held management positions in major French and foreign banks. Between 2000 and 2012, he contributed to the growth of the market of alternative financing by developing innovative solutions. Observing that traditional deposit banks aren't always able to meet the financing needs of their clientele, Amaury founded Bluesky Finance in 2014. For additional information on Amaury, or Blue Sky Finance, visit the website at bluesky-finance.fr/.
Peter Zipper, President, Caye International Bank, Ltd.
“Belize, the Best Offshore Banking Country in the World”
Peter Zipper is the President of Caye International Bank, Ltd. – Belize. He recently retired from the position of Senior Vice President and a Senior Member of the Management and Investment Committee at Anglo Irish Bank – Austria. After an extensive education in Vienna, Vancouver and Edmonton, he worked throughout North and Central America, and Africa. Mr. Zipper lived and worked in western Canada for 17 years, where he held various senior positions in the financial industry. In 1989, he assumed his position with Anglo Irish Bank – Austria, heading the international marketing department and managing an extensive network of financial advisors worldwide. For additional information on Peter, visit the website at cayebank.bz.
Fee: 25€ with advance reservation for the first person, 20€ for each person you bring! 35€ at the door
Cocktails and hors d’oeuvres included.
Includes a free copy of the American Financial Guide.
Optional Dinner at Chez Jenny at 8 p.m.!
Join us after the forum for a sumptuous dinner Chez Jenny! It’s optional, but it will be fun and delicious! Chez Jenny, an Alsatian brasserie, is the emblem of Place de la République! The entire brasseries is adorned with inlays signed by Charles spindler and sculptures in solid oak by Albert Erny, two renowned Alsatian artists. The Chef honors Alsatian specialties such as sauerkraut and flammekueche. The restaurant also offers a wide range of seafood and shellfish. €42.50 per person includes choice of one Entrée, one Main Course and one Dessert, plus 25cl wine or 33 cl Kronenbourg Beer on Tap + Mineral Water + Café:
North American Expat Financial Forum
Sponsored by Dunhill Financial and The Adrian Leeds Group
Tuesday, May 30, 2017
Doors open at 3:45 p.m.
Forum begins promptly at 4 p.m.
Forum Location: Chez Jenny
39 Boulevard du Temple
Métro République (Lines 3 / 5 / 8 / 9 / 11)