7th International Trusts & Commercial Litigation Conference 2024

Location: New York City

Serle Court is returning to New York for its annual International Trusts and Commercial Litigation Conference. The set's flagship event is in its 7th year and will be sponsored by litigation funder, Hereford Litigation. The conference will be held in person at the iconic Rainbow Room, Rockefeller Centre, New York, 5th Avenue, on Monday, 4 November, 2024.

This event will see some of chambers’ expert international trusts and commercial litigation barristers discuss issues of legal interest with guests from various jurisdictions. Representatives of leading law firms and private capital around the globe will attend the conference.

The conference will be followed by a closing party at Manhattan's premier rooftop cocktail lounge, The Skylark.

Chambers thanks its conference sponsors, Hereford Litigation for their generosity before and after the event.

Do not hesitate to contact Serle Court Business Development and Marketing Director Zoe Gardiner or Marketing Manager Crystal Fernandes for further information.

See you in New York!

Programme

Registration
Introductory remarks
Panel session:

Feckless fiduciaries: how to deal with delinquent directors, troublesome trustees and problematic protectors

Panel session:

Arbitration agreements and disagreements: issuing injunctions and testing trusts

Coffee break
Panel session:

Whose mind is it anyway? The incapable, the controlled and the oppressed: diverting issues concerning capacity, undue influence, derivative claims and unconscionable bargains

A. Commercial breakout session:

Members only? Minority shareholders and fraud

B. Trusts breakout session:

Time’s up: limitation and other time bars in international trust litigation

Lunch
Panel session:

When parties (and clients) cross the line: corruption, criminality and contempt

Tea break
Juniors' session:

Getting the Goods: hidden gems on injunctions, disclosure and enforcement

Panel session:

How safe is your structure? An interactive panel session

Closing remarks
Drinks reception at The Skylark, 200 W 39th St, New York, NY 10018

This agenda covers a diverse range of topics through panel discussions, audience participation, and interactive workshops.

Speakers

John Machell KC
John Machell KC
John Machell KC

John has a broad commercial chancery practice, and particular experience of large-scale litigation involving trusts, fiduciary duties, and fraud and trusts, particularly with an international dimension. John is regarded as one of the leading partnership and LLP silks and has experience of a wide range of both contentious and non-contentious matters across the whole range of business sectors. A large part of his work involves issues arising from the use of partnerships and LLPs in hedge fund and private equity structures; in international commercial group structures; and as part of wealth planning strategies. A substantial part of John’s practice relates to trusts, mostly offshore, and he has appeared in the Grand Court in Cayman on a number of occasions in the last few years.

Daniel Lightman KC
Daniel Lightman KC
Daniel Lightman KC

As part of a broad Chancery-Commercial practice, Daniel Lightman KC often engages with challenging and novel issues of law and civil procedure, in particular concerning shareholder disputes (he has appeared in numerous landmark unfair prejudice petitions and derivative claims), company law (including in matrimonial proceedings), insolvency, civil fraud, breach of fiduciary duty and professional negligence. Shortlisted for Company/Insolvency Silk of the year in the Chambers & Partners UK Bar Awards 2024, C&P 2025 describes him as “special. He is somebody for whom there is no length that he will not go to find a solution for your problem… Daniel is, and always has been, a great strategist, whose advocacy is focused and persuasive…”, whilst the Legal 500, 2025, describes him as “extremely bright, incisive and original in his thinking… He knows his stuff inside out. Clients love him because he is able to come up with solutions that no one else can think of”. Recent significant cases include Re Contingent and Future Technologies Ltd [2024] BCC 223; In re BHS Group Ltd (in liquidation) [2024] 1 BCLC 71; Re Klimvest plc [2023] 1 BCLC 388; Taylor Goodchild Ltd v Taylor [2022] 2 BCLC 27; and King v Stiefel [2022] 1 All ER (Comm) 990.

Richard Wilson KC
Richard Wilson KC
Richard Wilson KC

Richard has a practice encompassing litigation, drafting and advisory work across a wide range of traditional and commercial chancery, with a strong emphasis on trusts and probate (both contentious and non-contentious), related company and partnership law, claims under the Inheritance (Provision for Family and Dependants) Act 1975, tax, professional negligence and civil fraud. He is ranked in Band 1 by Chambers & Partners UK Bar 2025 for Traditional Chancery, Offshore, Trusts and Matrimonial: Trusts / Tax and is described as “… one of the leading KCs, if not the leading KC for offshore trust work.”. He has appeared in many of the leading trusts cases in recent times, including Futter v. HMRC, Gany v. Khan, Wong v Grand View and Dawson-Damer v Grampian.

Prof Jonathan Harris KC (Hon.)
Prof Jonathan Harris KC (Hon.)
Prof Jonathan Harris KC (Hon.)

Jonathan has a pre-eminent reputation in the field of private international law. He is general editor (with Lord Collins) of the leading work, Dicey, Morris and Collins, The Conflict of Laws (16th edition, 2022). He specialises in cross-border commercial and chancery litigation; particularly disputes raising issues of jurisdiction, anti-suit injunctions, recognition and enforcement of foreign judgments and choice of law. He was recently instructed for the successful respondent in the Supreme Court in UniCredit Bank GmbH v RusChemAlliance LLC on jurisdiction to restrain breaches of foreign seat arbitration clauses. He has appeared in numerous leading cases, including in the Supreme Court and Privy Council. He also specialises in offshore litigation; and has drafted firewall trusts legislation for a number of jurisdictions (including BVI and Gibraltar). He is co-author of Underhill and Hayton, Law of Trusts and Trustees (20th edition, 2022). He acted as legal advisor to the Ministry of Justice on the EU Succession Regulation negotiations. He has also given expert evidence in numerous cases around the world. Legal directories describe him as “absolutely fabulous” and as “one of the world’s leading authorities on cross-border jurisdiction issues”. He is also part-time Professor of International Commercial Law at King’s College, London.

Dakis Hagen KC
Dakis Hagen KC
Dakis Hagen KC

Dakis Hagen KC specialises in Chancery litigation, both commercial and traditional. His cases usually involve international structures, most often trusts and estates, allegations of fraud or professional negligence and asset tracing. Dakis is ranked in Chambers & Partners for Chancery: Commercial and Chancery: Traditional (Band 1) as well as for Trusts (Band 1), Offshore (Band 1) and Family/Matrimonial: Trusts/Tax Experts (Star Individual). Chambers HNW has placed him in Band 1 for Traditional Chancery. The Legal 500 ranks him for Private Client, Civil Fraud and Offshore (top ranked). He is named in the Legal Week Private Client Global Elite. 

The international nature of Dakis' practice has meant that he is instructed both by London solicitors and also directly from overseas (including from the USA, the Caribbean, Hong Kong, Bermuda, Luxembourg, Switzerland, Gibraltar and the Channel Islands). He has appeared as leading counsel in courts in the Cayman Islands, BVI, Bermuda and Gibraltar as well as frequently in London. He is co-chairman of the Legal Week Trusts & Estates Litigation Forum and in 2022 was Citywealth Barrister of the Year.

Timothy Collingwood KC
Timothy Collingwood KC
Timothy Collingwood KC

A truly gifted advocate, who is totally committed to the case” (Legal 500 2025). Tim has a broad commercial and chancery practice, with a particular emphasis on litigation concerning issues in respect of commercial agreements and company, international trusts and insolvency matters. He is recommended as a leading practitioner in six directories, including for the fields of commercial chancery, company, trusts, asset recovery, insolvency and offshore. He has extensive experience of claims concerning breaches of duty, in particular in respect of directors or trustees and frequently involving allegations of fraud, and of shareholder disputes. He acts in cases across numerous jurisdictions, including BVI, Bermuda, Cayman, Hong Kong and the Channel Islands. He is one of the contributors to Minority Shareholders: Law, Practice and Procedure (7th edition), where he writes the chapters on Rights Under the Companies Act 2006 and on Remedies and Valuation, and co-writes the chapter on Unfair Prejudice: the Statutory Remedy.

Jonathan Upton
Jonathan Upton
Jonathan Upton

Jonathan’s cases invariably involve land and property but span commercial, company, fraud, trust and insolvency law disputes and related professional negligence. 

He is equally happy acting in large, complex litigation as a part of a team as he is representing an individual landowner, developer or leaseholder.  He has appeared in courts and tribunals at all levels from the First-tier Tribunal to the Supreme Court. He also acts in mediations and arbitrations.  A significant part of his practice is appellate work, including cases in which he did not appear below.  Jonathan is frequently against silks as sole counsel. 

Jonathan is frequently instructed in relation to development agreements and joint ventures, contracts for sale, overage, options, injunctions, specific performance and orders for sale. 

Matthew Morrison
Matthew Morrison
Matthew Morrison

Matthew has a broad commercial chancery practice, with a particular emphasis on civil fraud, company and partnership and insolvency litigation. Matthew has also appeared in a number of judicial review claims and other matters raising issues of public and administrative law. Matthew has been instructed as sole counsel in proceedings before the High Court and the Court of Appeal, as well as in the Courts of the BVI, the DIFC, the Cayman Islands, Gibraltar and the Isle of Man. He is also regularly instructed as junior counsel in large-scale commercial and chancery matters both onshore and offshore. In addition, Matthew has significant experience of assisting advocates in appearances before the Royal Courts of Jersey and Guernsey. 

Matthew is recommended by Legal 500 as a leading individual in civil fraud, commercial litigation, insolvency, company and partnership, and offshore. He is ranked in Chambers & Partners for civil fraud, commercial dispute resolution, commercial chancery, company and offshore, and in Chambers & Partners Global for commercial, commercial chancery and offshore.

Michael Walsh
Michael Walsh
Michael Walsh

Michael is a highly sought after senior junior specialising in property, commercial chancery, civil fraud and professional liability. Known for his extensive trial experience, strategic focus and excellent cross-examination, clients have told Legal 500: 'Michael is a phenomenal property lawyer who understands not only the academic intricacy of property law, but how it works and can be made to work in practice for his clients.'

Michael frequently appears in the Court of Appeal, High Court, County Court, and Tribunals in connection with all areas of his practice.  Michael draws on his broad expert knowledge to advise clients on how to best achieve their strategic goals in complex cases and transactions. He receives regular instructions in commercial matters and projects involving property, company and partnership law, development finance, securities and planning.

In 2021 Michael was appointed to the Attorney General’s A Panel of Junior Counsel to the Crown.

Gareth Tilley
Gareth Tilley
Gareth Tilley

Gareth’s practice focuses on fraud, and breakdowns within long-term business and personal relationships. This covers misrepresentation, breach of fiduciary duty, breach of confidence, employee competition, breach of contract, shareholder disputes, trust claims, asset tracing, proprietary estoppel claims, unjust enrichment, and accessorial liability, plus associated interlocutory and enforcement matters such as freezing injunctions and committal applications. Gareth also acts in cases of professional negligence, insolvency, and regulatory/disciplinary matters, particularly where they touch on the above areas.

James Weale
James Weale
James Weale

James has a very busy commercial chancery practice with a focus on domestic and international commercial and trusts disputes. He has been recognised as a leading practitioner in those fields in Chambers and Partners, Legal 500, Chambers Global, Chambers High Net Worth, and Who’s Who Legal where he is described as a “brilliant lawyer” and a “Superstar”. James was also awarded Chambers and Partners junior chancery barrister of the year in 2023. 

He regularly appears (both as sole and junior counsel) in the English High Court and has appeared several times in the Court of Appeal. He also has considerable experience in overseas jurisdictions (including as sole counsel) including Bermuda, the DIFC, the BVI, the Cayman Islands, Jersey, Guernsey, Gibraltar and Panama.

 Jennifer Meech
Jennifer Meech
Jennifer Meech

Jennifer has a wide-ranging commercial chancery practice with a particular emphasis on business disputes.  These frequently involve company law, breach of fiduciary duties, joint ventures, partnerships, insolvency and real property issues. She is particularly adept at assisting in cases where these practice areas intersect.

Jennifer has appeared as sole counsel in a number of leading cases and is well placed to deal with complex legal issues. She has appeared both led and alone in appeals to the Court of Appeal, High Court and County Court. Jennifer also has significant trial experience and is a skilful cross examiner.

Thomas Elias
Thomas Elias
Thomas Elias

Thomas has a commercial chancery practice with particular expertise in company law, civil fraud, insolvency and intellectual property. Notable recent matters include: a 3 week Commercial Court fraud claim (Jaffé v Greybull Capital LLP [2024] EWHC 2534 (Comm)); an intellectual property case in the Court of Appeal (Marks & Spencer v Aldi Stores [2024] EWCA Civ 178); successfully appealing a finding of dishonesty before the Court of Appeal (Floreat v Churchill [2023] EWCA Civ 440) (leading John Eldridge); successfully defending an £8 million claim under s.423 of the Insolvency Act 1986 (Lemos v Church Bay [2023] EWHC 2384 (Ch)) (leading Andrew Gurr); and two appeals to the Privy Council from The Bahamas. 

Thomas is recognized in the Legal 500 as a leading practitioner in commercial litigation, company law, intellectual property and insolvency and is one of the editors of Minority Shareholders: Law, Practice and Procedure (7th edn, 2024).

Amy Proferes
Amy Proferes
Amy Proferes

Amy practises across various areas within both traditional and commercial Chancery, including company, wills and trusts, property, commercial litigation, and professional negligence. The majority of her work is unled, and often involves cases where multiple practice areas overlap.

Emma Hargreaves
Emma Hargreaves
Emma Hargreaves

Emma has a broad commercial chancery practice, with a particular focus on domestic and offshore trust/probate litigation, civil fraud, and company disputes. She also advises and appears as specialist Chancery counsel in financial remedy proceedings. Emma is often instructed to act as sole counsel, often appearing against more senior practitioners. She is also regularly instructed as junior counsel in large-scale commercial and chancery litigation, both onshore and offshore, and has previously appeared (ad hoc) as junior counsel in the Supreme Court of Bermuda. 

Emma is ranked in Legal 500, Who's Who Legal, Chambers UK Bar, Chambers Global and Chambers High Net Worth. She was named Chancery Junior of the Year at the Chambers UK Bar Awards 2020 and appeared in The Lawyer's Hot 100 2019, which described her reputation as ""superb”.

Zahler Bryan
Zahler Bryan
Zahler Bryan

Zahler has a broad commercial chancery practice, with a particular emphasis on contentious trusts, civil fraud and company disputes. She regularly advises on a wide range of matters, with considerable experience in large-scale trust and commercial disputes spanning an extensive range of jurisdictions. 

Zahler also has a particular interest in appellate work and has appeared in the Supreme Court and the Privy Council. Zahler is a contributing author to Minority Shareholders (OUP, 7th Ed, 2024) and was awarded 'Chancery Junior of the Year' at the Legal 500 UK Bar Awards 2023.

Harry Martin
Harry Martin
Harry Martin

Harry has a busy junior practice specialising in Chancery, Commercial Chancery and Art and Cultural Property work. He advises in relation to contentious and non-contentious matters, both in England & Wales and offshore. Harry is ranked as a leading barrister in the Chambers UK Bar and Chambers High Net Worth guides, which describe him as “a rising star”, and “very bright and commercial in his advice”. He has previously he received the “star junior” award at the Chambers High Net Worth Awards.

Oliver  Jones
Oliver Jones
Oliver Jones

Ollie practises across Chambers' core areas of commercial chancery work, with a particular emphasis on civil fraud and contentious trusts disputes both in London and in the major offshore jurisdictions. He is recognised as a leading junior in these areas by Chambers & Partners and the Legal 500. He is described in the current edition of Chambers & Partners as an “outstanding senior junior”, who is “very good at reading what it is that clients want” and “brilliant on his feet”. 

In 2019, Ollie was admitted to the Bar of the BVI. 

Ollie’s current or recent fraud cases include acting for an international film Group in bringing bribery claims against its former treasury manager and FX broker; and acting for c.45 victims of an FX Ponzi scheme carried out in the US in bringing an action in dishonest assistance against the London-based FX broker used by the fraudsters. 

In the contentious trusts sphere, current or recent cases include acting for the Interim Administrators of the BVI, English and Singaporean estates of a deceased Russian oligarch, acting for one of two adult beneficiaries in complex proceedings in Jersey concerning three trusts which hold a prominent global business, and several cases in the Channel Islands in which Ollie is instructed for trustees bringing claims for breach of trust against former trustees. 

Gregor Hogan
Gregor Hogan
Gregor Hogan

Gregor has a busy Chancery Commercial practice which spans commercial litigation, contentious trusts and probate (onshore/offshore), trusts and company issues in financial remedy proceedings, and civil fraud. Alongside his practice in London, Gregor is called to the DIFC bar where he regularly appears unled on substantial jurisdiction and enforcement challenges, including in the Court of Appeal, and has extensive trial experience. He is the author of the arbitration chapter in the leading DIFC practitioners’ text, The DIFC Courts Practice, as well as an editor of Tudor on Charities. Gregor is also called to the BVI bar where he specialises in civil fraud and trust disputes, working for a broad range of clients including high net worth individuals and fiduciaries. He recently acted in a 6-week fraud trial in the Isle of Man, the longest ever civil trial in that jurisdiction. Gregor is ranked as leading junior for Civil Fraud, as well as Private Wealth and Probate, by the Legal 500; ranked Band 1 for Commercial Litigation by the Legal 500 Middle East; ranked for Chancery: Traditional by Chambers and Partners; and by Chambers Global for Commercial Litigation in the Middle East.

 Sparsh Garg
Sparsh Garg
Sparsh Garg

Sparsh is a commercial chancery barrister with a heavy focus on company, trusts and offshore disputes. A rarity for someone of his call, he is regularly instructed as sole counsel on offshore matters. Examples of his present matters include a dispute regarding the powers and duties of an interim administration of a valuable BVI estate, a claim that a settlor did not properly divest himself of the ownership of assets settled in a Cayman law discretionary trust, and a claim to breach of contractual duties regarding the management of offshore social casino gaming platforms. Sparsh has also appeared before the Privy Council twice as part of a counsel team ("Chu v Lau" [2020] UKPC 24 on appeal from the BVI, and "Perry v Lopag" [2023] UKPC 16 on appeal from the Cayman Islands). He is due to appear again (led by Richard Wilson KC) before the Privy Council in "Dawson-Damer v Grampian Trust Company Limited" (on appeal from The Bahamas). He is said to be a "pleasure to work with" and a "first-rate junior" in the most recent editions of Chambers and Partners and Legal 500.

Tim Benham-Mirando
Tim Benham-Mirando
Tim Benham-Mirando

Tim is ranked as a Rising Star in the Legal 500 in two fields (Civil Fraud and Insolvency). He has a broad commercial chancery practice, and he has experience of litigation (both domestic and offshore) and arbitration (under various rules). Tim has been involved in some of the most significant cases in recent years, such as Re BHS Group Ltd (one of The Lawyer's Top 20 Cases for 2023 and believed to be the largest ever wrongful trading claim) and PIFSS v Al Wazzan (substantial ongoing proceedings claiming close to US$1 billion relating to alleged schemes of large-scale bribery and concealment). 

Before coming to the Bar, Tim worked in the international arbitration group at Wilmer Cutler Pickering Hale and Dorr, a leading US law firm. During his time at the firm, he worked on a number of arbitrations, and arbitration related court applications, for corporate clients from a variety of industries, including energy, commodities and telecommunications.

 Andrew Gurr
Andrew Gurr
Andrew Gurr

Andrew has a busy Commercial Chancery practice across Chambers’ core areas, with interests in civil fraud and asset tracing, offshore and domestic trusts litigation, matrimonial finance, insolvency, company, and property law. Andrew particularly welcomes instructions which involve legal or factual complexity, interim remedies and allegations of fraud.

 George Vare
George Vare
George Vare

George has a broad commercial chancery practice and takes instructions across the range of chambers’ work. He has a particular focus on will, probate, and inheritance disputes, contentious trusts litigation, company and shareholder disputes, and civil fraud. George is instructed in litigation both domestic and offshore, appearing regularly led and unled in the High Court and County Court, and is equally as happy to advise clients in his sole capacity, as he is to work as part of a larger team. 

George joined Chambers as a tenant in October 2021 following the successful completion of his pupillage under the supervision of Lance Ashworth KC, Constance McDonnell KC, Dan McCourt Fritz KC, Matthew Morrison, and Gareth Tilley. 

George read History at the University of Cambridge, graduating with a first-class degree whilst receiving several awards and scholarships. He undertook the GDL at City Law School where he was awarded a Distinction (ranking fifth in his year), before completing the BPTC in 2020 (graded Outstanding) having been awarded a Major Scholarship and Duke of Edinburgh Entrance Award by Inner Temple.

 Niamh Herrett
Niamh Herrett
Niamh Herrett

Niamh joined Chambers in October 2022 following the successful completion of pupillage. She sat with Dan McCourt Fritz KC, Gareth Tilley, Constance McDonnell KC, Thomas Elias and Stephanie Wickenden developing a broad commercial chancery practice in line with chambers’ profile. During pupillage, Niamh worked on cases across Serle Court’s core practice areas, with particular experience in private client work, commercial litigation, company law and intellectual property. 

Before joining Serle Court, Niamh studied law at Merton College, Oxford graduating with a first-class undergraduate degree and a Distinction in the BCL receiving numerous academic scholarships and prizes. During her BPC year Niamh was a Guest Teacher at the London School of Economics and Political Science where she taught undergraduate seminars on the Property II course (Land and Trusts). Niamh spent her first six months in practice on secondment to Farrer & Co in their contentious trusts team where she worked on complex and high-profile private client trusts and probate matters. Niamh is interested in the whole range of Commercial and Chancery work and is developing a broad practice in all of Chambers’ core areas, as well as in Intellectual Property.

Anneliese Mondschein
Anneliese Mondschein
Anneliese Mondschein

Since completing pupillage in 2023, Anneliese has been developing a broad commercial and chancery practice. She has worked on a range of private client and commercial matters involving contracts, trusts, wills, fraud, intellectual property, and art. 

Anneliese brings her prior professional and commercial experience to her legal work. Before transferring to the Bar, Anneliese was a Specialist at leading international auction houses, working closely with small businesses and high-net-worth private collectors and their estates. She also holds an MBA and worked in strategy consulting and market research full-time alongside her legal studies.

External Speakers

Hannah Tildesley
Hannah Tildesley
Hannah Tildesley

Hannah is a Partner at Walkers Bermuda specialising in commercial litigation, contentious trusts and insolvency. Her practice has a particular focus on appraisals, director/shareholder disputes and contentious trusts. Many of the matters in which she is instructed are multi-jurisdictional and involve complex cross-border issues.

She has appeared on numerous occasions before the Supreme Court and Court of Appeal of Bermuda as well as in arbitrations and tribunals.

Hannah is currently recognised as a Next Generation Partner by Legal 500 and in 2023, she was ranked Tier 3 for Dispute Resolution by Chambers and Partners. The 2024 Private Client Global Elite Directory recognised Hannah in the Elite Excellence category.

Rebecca Mckee
Rebecca Mckee
Rebecca Mckee

Rebecca is a Director in the Dispute Resolution team at Fieldfisher based in the firm's London office.

She acts for clients in high-value complex English High Court litigation and international arbitration. She advises clients on a variety of issues including financial, contractual and shareholder disputes and has significant experience in claims relating to fraud. Her clients include corporate entities of all sizes, as well as high-net-worth individuals, located in the UK and internationally.

Rebecca is part of Fieldfisher's CIS Group, and she has been recognised in directories for her work in commercial litigation, international commercial arbitration and emerging markets.

Ben Mays
Ben Mays
Ben Mays

Ben is a partner, and the Head of Litigation Funding, at Hereford Litigation.  Before moving into funding Ben was a litigation and insolvency lawyer and advocate with over twenty-three years’ experience in private practice.  He began his career with Travers Smith in London before moving offshore to work for Maples and Calder, in the Cayman Islands and the BVI.  He then set up and lead the BVI litigation and insolvency team of Carey Olsen. 

Nick Burkill
Nick Burkill
Nick Burkill

Nick Burkill is a partner with Ogier, based in the British Virgin Islands.  He has significant experience in the BVI Commercial Court and in arbitrations under the rules of a number of institutions including the BVI IAC.  His experience includes company control disputes, estate and trust disputes, civil fraud and breach of fiduciary duty claims, enforcement proceedings and interim relief.  

Nick was appointed by the Chief Justice to the Eastern Caribbean Rules Review Committee which carried out a major review of the ECSC Rules; he promoted the new service out regime that came into force in July 2023.

Chloe Edworthy
Chloe Edworthy
Chloe Edworthy

Chloë is an English solicitor-advocate and partner at Macfarlanes LLP in London. She specialises in complex and cross-border litigation and arbitration for corporates, financial institutions and high-net-worth individuals.

Chloë acts for a broad range of domestic and international clients in respect of both High Court litigation and international arbitration involving jurisdictions all over the world.

Chloë’s recent experience has involved disputes concerning shareholder disputes and failed joint ventures, post-M&A disputes, private wealth disputes, fraud and conspiracy, the mis-selling of complex financial products, enforcement and breach of contract claims in various industries and sectors.

Naomi O’Higgins
Naomi O’Higgins
Naomi O’Higgins

Naomi is Head of the Trusts and Estates Disputes team at Howard Kennedy. She specialises in breach of trust claims, trustee/beneficiary disputes, and inheritance disputes. She has extensive experience in cross-border litigation and advises on non-contentious trust applications. Naomi also advises on Court of Protection matters. She is a member of STEP and is dual qualified in Ireland.

Stephen Alexander
Stephen Alexander
Stephen Alexander

Stephen is a Partner, Advocate and the Practice Leader of Mourant's Jersey Litigation practice.  Stephen advises on a wide range of multi-jurisdictional commercial disputes, with a particular focus in the areas of contentious private wealth and trust matters, partnership and investment fund disputes and corporate liquidations and reorganisations.  He is qualified in England & Wales, the Cayman Islands and Jersey.  Stephen is also a TEP and is Chair of the STEP Jersey branch, one of the largest STEP branches globally.

Tyler Robinson
Tyler Robinson
Tyler Robinson

Tyler Robinson is a partner of Simpson Thacher & Bartlett LLP and is dual-qualified in the United States and England.  Based out of the Firm’s London office, he handles international commercial disputes both in litigation and arbitration.  Tyler has represented clients across a broad range of industries in both commercial and investment treaty arbitrations under all of the major arbitral institution rules.  He has litigated cross-border disputes in the national courts of the United States, England, Luxembourg, Italy, Cyprus, Singapore, Hong Kong, the Cayman Islands, South Korea, Indonesia, New Zealand, India, Brazil, Uruguay and Argentina.

Claire Goldstein
Claire Goldstein
Claire Goldstein

Claire Goldstein is co-head of Harneys Litigation & Insolvency in the British Virgin Islands, joining in 2014 after five years at another leading BVI firm. She has extensive experience in multi-jurisdictional corporate litigation, trusts, fraud, asset tracing, insolvency, and restructuring. Claire regularly represents clients in BVI courts, including urgent injunctions and interim relief. Prior to moving offshore Claire worked at a top firm in London and was also a lecturer in constitutional and administrative Law at St Hilda’s College, University of Oxford. Recommended by Chambers and Legal 500, she serves on industry boards, including the Trusts and Estates Litigation Forum advisory board.

David O’Hanlon
David O’Hanlon
David O’Hanlon

David is a Partner in the Private Client and Trusts team in Guernsey. He has a broad experience of commercial litigation and professional negligence matters, often with cross-border or jurisdictional issues.

He has significant experience in trust matters and corporate disputes having acted for trustees, investment banks and beneficiaries in contentious or semi-contentious matters, such as defending trustees against claims for breach of trust, acting in relation to variations of trust and advising trustees and beneficiaries on their obligations and rights in respect of the trusts.

Lucy Keane
Lucy Keane
Lucy Keane

Lucy is  Counsel in the Gibraltar office of Signature Litigation.

Lucy has commercial disputes experience in sectors such as gaming, crypto, shipping and energy as well as fraud and asset tracing/proceeds of crime applications and sanctions advice. She has extensive advocacy experience and has appeared in courts at all levels in the UK.

Lucy is qualified in five jurisdictions – Scotland ; New York ; England & Wales ; Ireland; and Gibraltar . She is a Fellow of the Chartered Institute of Arbitrators (FCIArb) . She was recently appointed by the European Commission to its List of Arbitrators in Bilateral Trade Disputes with Third Countries.

Lucy is Co-Chair, New York State Bar Association  Art Law, Art Funds & Art Finance Committee.

Jason Woodland
Jason Woodland
Jason Woodland

Jason is a partner in the Fraud & Civil Disputes team at Peters & Peters. He advises both individuals and corporates on complex disputes, often involving allegations of fraud. He has over 20 years' experience of representing clients in court proceedings and arbitrations.  Most of Jason’s work has an international element, and he is used to co-ordinating proceedings in multiple jurisdictions.  He has recently acted for the Republic of Mozambique in proceedings culminating in a three month trial in the Commercial Court at the end of 2023.

Caroline Harbord
Caroline Harbord
Caroline Harbord

Ranked in Legal 500 as a Next Generation Partner for her expertise in Commercial Litigation, Caroline is described in the directories as “excellent” and “tenacious with great instincts”. Her practice has a significant international and offshore focus, given her years practising in Jersey and working as General Counsel to an international Trust and Company Service Provider. In addition to regularly leading on corporate disputes (before the English High Court and arbitral tribunals), Caroline advises high net worth individuals, family offices and trustees. This includes acting on cross border litigation and arbitrations, fraud claims, asset tracing and also commercial disputes concerning underlying trust assets / corporates. Caroline provides expert legal opinions as to matters of English law, and has acted as an expert witness in connection with foreign legal proceedings.

Paul Pretlove
Paul Pretlove
Paul Pretlove

Paul is managing director of Interpath in the British Virgin Islands. Paul applies his offshore asset-tracing and fraud investigation experience to assist stakeholders in achieving financial recovery through formal insolvency appointments and complex cross-border litigation. During more than 25 years in the insolvency profession he commonly oversees the tracing and recovery of assets from the United States, Hong Kong, Russia, and Switzerland.

Paul is a fellow of the Association of Chartered Certified Accountants, a fellow of the Insolvency Practitioners Association, a fellow of the Association of Business Recovery Professionals and a licensed insolvency practitioner in both the British Virgin Islands and the United Kingdom.

Robert Lindley
Robert Lindley
Robert Lindley

Robert Lindley is a Partner and Head of the Private Client & Trust practice in both the Cayman Islands and the British Virgin Islands offices of Conyers.

Robert’s practice covers all aspects of Cayman Islands and British Virgin Islands trust law advice and trust litigation. He regularly advises trustees, beneficiaries, protectors and other office holders on a variety of contentious and non-contentious trust and private client related matters. He has a broad range of experience in estate planning and administration of estate issues for high net worth individuals and families. Robert also advises on the establishment of private trust companies and trust structures in both jurisdictions.

Fozeia acts for both international and local clients in a wide range of complex disputes including corporate, banking, insurance, employment/immigration, insolvency and high-value trust litigation cases. She routinely advises and gives presentations on topical issues for the banking, insurance, trust and private client sectors in Bermuda.

Fozeia Rana-Fahy
Fozeia Rana-Fahy
Fozeia Rana-Fahy

Fozeia acts for both international and local clients in a wide range of complex disputes including corporate, banking, insurance, employment/immigration, insolvency and high-value trust litigation cases. She routinely advises and gives presentations on topical issues for the banking, insurance, trust and private client sectors in Bermuda. She also has a successful mediation practice and is the leader of the Bermuda Business Development Agency Trust & Private Client Group Executive.

Fozeia was in private practice in London (UK) from 2000 to 2004 at Lovells and at Elborne Mitchell. Prior to joining MJM in 2009, she was an associate at Appleby from 2005 to 2009

Joshua Rubenstein
Joshua Rubenstein
Simon Thomas
Simon Thomas

The Venue

The 7th International Trusts & Commercial Litigation Conference is set to take place in the iconic Rainbow Room, perched atop the historic Rockefeller Center in the heart of Manhattan.

Renowned for its breathtaking panoramic views of the New York City skyline, the Rainbow Room offers an elegant and sophisticated setting that perfectly complements the prestige of this international event. With its Art Deco decor, world-class cuisine, and a rich history of hosting distinguished gatherings, the Rainbow Room provides attendees with an unparalleled backdrop for engaging discussions, networking opportunities, and memorable moments, ensuring that this conference will be an unforgettable experience in a truly remarkable venue.

WiFi @Rainbow Room

  • Network - SerleCourt
  • Password - serlecourt2024

View from the Rainbow Room

Rainbow Room

Sponsors

Hereford Litigation is the proud sponsor of the 7th International Trusts & Commercial Litigation Conference in New York.

Hereford Litigation is a London-based, international third-party funder and legal assets investor. Hereford provides intellectual rigour, experience, discretion and independence of thought. Hereford brings considerable experience across third party funding and special situations investing, combined with flexible and permanent capital. Hereford invests globally across a wide range of case types. The Hereford team includes two leading English KCs, six highly experienced litigation solicitors (three of whom were previously heads of litigation departments at major law firms) and the former head of special situations credit at a large investment bank. The Hereford team looks forward to meeting you all at the conference.

Delegates

The list of delegates is only available to attendees. Please enter the code given at the event in the box below to gain access.

Name Company
Adam Swick Akerman (Austin)
Carlos de Serpa Pimental Appleby (Bermuda) Limited
Esmond Brown Appleby (Cayman)
Todd McGuffin Babbe
Gareth Roberts Baker & McKenzie
Adam Crane Baker & Partners (Cayman) Limited
Simon Thomas Baker and Partners
Alasdair Davidson Bedell Cristin
Tom Wright Bedell Cristin
Robert Gardner Bedell Cristin
Jonathan Stroud Bedell Cristin
Noberto Ayala Rodriguez Bedell Cristin
Simon Fitzpatrick Boodle Hatfield LLP
Kellie Jones Boodle Hatfield LLP
Rebecca Foden Boodle Hatfield LLP
Gokhan Bozkurt Bozkurt | Bozkurt
Stephen Palley Brown Rudnick
Daniel Healy Brown Rudnick
Guy Manning Campbells
Mark Goodman Campbells
Grant Carroll Campbells
Katie Turney Carey Olsen
Keith Robinson Carey Olsen Bermuda
Oliver MacKay Carey Olsen Bermuda
Ziva Robertson Charles Russell Speechlys LLP
Sara Sheffield Charles Russell Speechlys LLP
David O'Hanlon Collas Crill
Sally Peedom Collas Crill
Andrew Peedom Collas Crill
Rocco Cecere Collas Crill
Damian James Collas Crill - Jersey
Jonathan O'Mahony Conyers
Judith Roche Conyers
Robert Lindley Conyers
Spencer Vickers Conyers (Cayman)
Clare Bradin Conyers (Cayman)
Nicholas Woolf Davis Woolfe
Toby Graham Farrer & Co LLP
Tom McPhail Farrer & Co LLP
Rebecca McKee Fieldfisher LLP
Matthew Sharp Fieldfisher LLP
Joseph De Lacey Fieldfisher LLP
Tom Bolam Fladgate LLP
Simon Goldring Fladgate LLP
Joel Seager Fladgate LLP
Bryan Shacklady Forsters LLP
Hannah Mantle Forsters LLP
Caroline Harbord Forsters LLP
John Minns Graham Thompson Attorneys
Fred Brown Grant Thornton UK LLP
Claire Goldstein Harneys
James Petkovic Harneys
Ben Mays Hereford Litigation
Clive Zietman Hereford Litigation
Naomi O'Higgins Howard Kennedy
Luke Barden de Lacroix Howard Kennedy
Ying Hui HSBC Trust and Fiduciary Services
Paul Pretlove Interpath
Kristina Kicks Interpath
Joshua Rubenstein Katten
Ryan Mowat Kingsley Napley LLP
Mathew Clingerman Kroll Bermuda
Hannah Gethin Kroll Cayman Islands
Marco Turnquest Lennox Paton
Caroline Phipps LK Law LLP
David Herbert Locke Lord LLP
Chloe Edworthy Macfarlanes LLP
Elizabeth Doherty Macfarlanes LLP
Adam Huckle Maples & Calder
Timothy Hoeffner McDermott Will & Emery (NYC)
Erin Hill McKinney Bancroft & Hughes
Mark Keenan Mishcon de Reya LLP
Fozeia Rana-Fahy MJM Limited
Jennifer Haworth MJM Limited
Bruce Lincoln Mourant Ozannes
Stephen Alexander Mourant Ozannes
Nicholas Fox Mourant Ozannes
Jennifer Jenkins Mourant Ozannes
Jamie McGee Nelsons Legal
Linda Silberman NYU Law
Nick Williams Ogier
Nicholas Burkill Ogier
Sarah Latham Ogier
Gemma Bellfield Ogier
Nour Khaleq Ogier
Chris Levers Ogier - Guernsey
Duane Loft Pallas Partners LLP
Kabir Hashmi Patterson Belknap Webb & Tyler
Richard Manyon Payne Hicks Beach
Charlotte Henshall Payne Hicks Beach
Jonathan Tickner Peters & Peters LLP
Jason Woodland Peters & Peters LLP
Alex Gerbi Quin Emmanuel
Owen Walker R & H Restructuring
Lauretta Bennett Rawlinson And Hunter
Kristina Worden Rawlinson And Hunter
Elliott Phillips Signature Litigation (Gibraltar) Limited
Lucy Keane Signature Litigation (Gibraltar) Limited
Claudia Upton Simpson Thacher
Tyler Robinson Simpson Thacher
Sophie Stanbrook Stanbrooks Prudhoe
Jenny McKeown Stephenson Harwood LLP
Tal Goldsmith Stephenson Harwood LLP
Helena Berman Stephenson Harwood LLP
Jamie Guyan Sterlington
James Price Stewarts Law LLP
Joel Cohen Stout
James Long Summit Trusts
Stella Mitchell-Voisin Summit Trusts
George Porter Taylor Wessing LLP
Russell Crumpler TENEO
Neema Griffin TENEO (Cayman Islands)
Lizanne Havenga TENEO
Neil McLarnon Travers Thorp Alberga
Bhavesh Patel Travers Thorp Alberga
Hannah Tildesley Walkers
Luca del Panta Walkers
Adam Cole Walkers
Richard Holden Walkers (Jersey) LLP
Sara-Jane Knock Withers BVI
Sarah Aughwane Withers LLP
Nicky Rooz Withersworldwide

Contact Us

For further information and inquiries about the 7th International Trusts & Commercial Litigation Conference in New York, please don’t hesitate to contact our dedicated team.

Zoe Gardiner (Business Development and Marketing Director).

Crystal Fernandes (Marketing Manager).

Sarah Fletcher (Marketing Executive).

We are here to assist you with any questions, registration details, or special requests you may have. Feel free to reach out to us via email at events@serlecourt.co.uk.