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Prepare for the future and upcoming changes at President's Week
November 9 - 13, 2024
Join Forward-Thinking Leaders
in economics, business, and law to uncover strategies that will help you safeguard your wealth and adapt to global shifts in international asset protection and investment.
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at the
Meet the Speakers
Get ready to engage with an exceptional lineup of thought leaders and innovators who will share their expertise at President's Week. Our speakers, leading minds in economics, business, and law, will provide insightful strategies and perspectives on navigating the evolving landscape of international asset protection and investment.
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Buck Sexton
LLCRadio & television host and published author.
Buck Sexton is an accomplished radio and television host, as well as a published author.
Buck is the co-host of The Clay Travis & Buck Sexton Show, a three-hour talk radio program broadcast on 450+ radio stations nationwide.
Alongside Clay Travis, the duo airs Monday through Friday from 12 p.m. to 3 p.m. ET. The program debuted in June 2021, following the passing of Rush Limbaugh. Prior to this, Buck hosted a self-titled talk radio program for eight years on 200+ radio stations each evening.
Currently, Buck Sexton and Clay Travis tackle the biggest stories in news, politics, and current events with intelligence and humor. Together, they guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Buck has been a television personality for a decade, with programs featured on BlazeTV, The Hill TV, and The First. In addition, he regularly appears on Fox News as a commentator on current events.
Before his media career, Buck Sexton served as a CIA officer in the Counterterrorism Center (CTC) and the Office of Iraq Analysis. He completed tours of duty as an intelligence officer in Iraq and Afghanistan, as well as other hotspots around the globe, and led intelligence briefings for senior U.S. officials, including President George W. Bush and Vice President Dick Cheney.
Sexton also served in the New York Police Department (NYPD) Intelligence Division, working on counterterrorism and counter-radicalization issues.
In April 2012, Buck published his first book, Occupy: American Spring: The Making of a Revolution, in which he goes behind the scenes at Occupy Wall Street to uncover the radical goals of the movement. In 2019, he authored The Socialism Survival Guide, highlighting trends in major cities with Democratic leadership and offering insights on how to navigate those environments.
A native of New York City, Buck holds a B.A. in Political Science from Amherst College.
Buck Sexton is an accomplished radio and television host, as well as a published author.
Buck is the co-host of The Clay Travis & Buck Sexton Show, a three-hour talk radio program broadcast on 450+ radio stations nationwide.
Alongside Clay Travis, the duo airs Monday through Friday from 12 p.m. to 3 p.m. ET. The program debuted in June 2021, following the passing of Rush Limbaugh. Prior to this, Buck hosted a self-titled talk radio program for eight years on 200+ radio stations each evening.
Currently, Buck Sexton and Clay Travis tackle the biggest stories in news, politics, and current events with intelligence and humor. Together, they guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Buck has been a television personality for a decade, with programs featured on BlazeTV, The Hill TV, and The First. In addition, he regularly appears on Fox News as a commentator on current events.
Before his media career, Buck Sexton served as a CIA officer in the Counterterrorism Center (CTC) and the Office of Iraq Analysis. He completed tours of duty as an intelligence officer in Iraq and Afghanistan, as well as other hotspots around the globe, and led intelligence briefings for senior U.S. officials, including President George W. Bush and Vice President Dick Cheney.
Sexton also served in the New York Police Department (NYPD) Intelligence Division, working on counterterrorism and counter-radicalization issues.
In April 2012, Buck published his first book, Occupy: American Spring: The Making of a Revolution, in which he goes behind the scenes at Occupy Wall Street to uncover the radical goals of the movement. In 2019, he authored The Socialism Survival Guide, highlighting trends in major cities with Democratic leadership and offering insights on how to navigate those environments.
A native of New York City, Buck holds a B.A. in Political Science from Amherst College.
Joel M. Nagel
CEO, Nagel and Associates, LLC. Organizer and host for President’s Week.
Joel M. Nagel is founder and managing partner of the international law firm of Nagel & Associates, LLC. The firm is Pittsburgh’s first law boutique focusing exclusively on international commercial
transactions and international asset protection, estate planning and immigration/emigration law.
From 2015 through 2017, Mr. Nagel also served in a public sector capacity for the Government of Belize as the Belizean Ambassador and Permanent Representative to the United Nations in Vienna, Austria. In this capacity, he was responsible for Belize interaction and representation before the International Atomic Energy Agency (IAEA), The United Nations Industrial Development Agency (UNIDO) and a myriad of other United National agencies, as well as nearly 100 other international organizations based in Vienna. His position gave him unique access to all Government Ministries and agencies in Belize, as well as those in Vienna, Austria.
Nagel & Associates has grown 30-fold in business activity since its inception in 1992. In addition to his work as a lawyer, Mr. Nagel is known as a visionary and dealmaker providing international business leverage for leading corporations, entrepreneurs and individuals. In
2005, the Pittsburgh Business Times named him as a “Fast Tracker” for his accomplishments
as a lawyer, investor and humanitarian.
Among Mr. Nagel’s successes is structuring the 2,500-acre Gran Pacifica hotel resort
complex in Nicaragua for an investor group. He also has structured a three-acre boutique
resort in Ambergris Caye, Belize, and helped create the first African and Central American
motorbus distribution facility for a major US bus line.
Much of Mr. Nagel’s focus is on helping clients select the right jurisdiction for a transaction and the best vehicle to reduce taxation and protect assets, such as joint ventures and other international legal structures. He has pioneered the licensing of international structures for
foreign banks, mutual funds, hedge funds and insurance companies. He created the firm’s
Personal Asset Protection Program SM, Physician Asset Protection Program SM, and has developed sophisticated international estate plans encompassing trusts, corporations, partnerships and insurance products all over the world.
His Personal Global Citizenship Plan
(“PGCP”) has helped countless individuals obtain a second citizenship and residency. Mr. Nagel has been quoted in U.S. News & World Report on the benefits of retiring abroad and has been featured in the Pittsburgh Post-Gazette, Pittsburgh Tribune-Review and Pittsburgh Business Times.
He has authored articles for Forbes Magazine, International Living Magazine, Live and Invest Overseas, The Simon Letter, The Oxford Club, Island Properties, Escape Artist and Hemispheres and has lectured at conferences and seminars of
the Central American International Investment Symposium, International Living and Assetstrategies.com, The Oxford Club, The Sovereign Society, The Global Escape Hatch,
The Hermitage Forum, The Global Access & Continuity Conference and The Money Expo.
Earlier in his career, Mr. Nagel was an attorney with Buchanan Ingersoll, one of the nation’s
largest law firms. Previously, he served in the Office of the Chief Counsel for International
Commerce of the U.S. Department of Commerce.
He also completed a clerkship at the
Commission of the European Communities in Brussels, Directorate-General’s Office for
Competition. Mr. Nagel is a former Fulbright Scholar and studied law in Europe. He speaks
fluent German.
Joel M. Nagel is founder and managing partner of the international law firm of Nagel & Associates, LLC. The firm is Pittsburgh’s first law boutique focusing exclusively on international commercial
transactions and international asset protection, estate planning and immigration/emigration law.
From 2015 through 2017, Mr. Nagel also served in a public sector capacity for the Government of Belize as the Belizean Ambassador and Permanent Representative to the United Nations in Vienna, Austria. In this capacity, he was responsible for Belize interaction and representation before the International Atomic Energy Agency (IAEA), The United Nations Industrial Development Agency (UNIDO) and a myriad of other United National agencies, as well as nearly 100 other international organizations based in Vienna. His position gave him unique access to all Government Ministries and agencies in Belize, as well as those in Vienna, Austria.
Nagel & Associates has grown 30-fold in business activity since its inception in 1992. In addition to his work as a lawyer, Mr. Nagel is known as a visionary and dealmaker providing international business leverage for leading corporations, entrepreneurs and individuals. In
2005, the Pittsburgh Business Times named him as a “Fast Tracker” for his accomplishments
as a lawyer, investor and humanitarian.
Among Mr. Nagel’s successes is structuring the 2,500-acre Gran Pacifica hotel resort
complex in Nicaragua for an investor group. He also has structured a three-acre boutique
resort in Ambergris Caye, Belize, and helped create the first African and Central American
motorbus distribution facility for a major US bus line.
Much of Mr. Nagel’s focus is on helping clients select the right jurisdiction for a transaction and the best vehicle to reduce taxation and protect assets, such as joint ventures and other international legal structures. He has pioneered the licensing of international structures for
foreign banks, mutual funds, hedge funds and insurance companies. He created the firm’s
Personal Asset Protection Program SM, Physician Asset Protection Program SM, and has developed sophisticated international estate plans encompassing trusts, corporations, partnerships and insurance products all over the world.
His Personal Global Citizenship Plan
(“PGCP”) has helped countless individuals obtain a second citizenship and residency. Mr. Nagel has been quoted in U.S. News & World Report on the benefits of retiring abroad and has been featured in the Pittsburgh Post-Gazette, Pittsburgh Tribune-Review and Pittsburgh Business Times.
He has authored articles for Forbes Magazine, International Living Magazine, Live and Invest Overseas, The Simon Letter, The Oxford Club, Island Properties, Escape Artist and Hemispheres and has lectured at conferences and seminars of
the Central American International Investment Symposium, International Living and Assetstrategies.com, The Oxford Club, The Sovereign Society, The Global Escape Hatch,
The Hermitage Forum, The Global Access & Continuity Conference and The Money Expo.
Earlier in his career, Mr. Nagel was an attorney with Buchanan Ingersoll, one of the nation’s
largest law firms. Previously, he served in the Office of the Chief Counsel for International
Commerce of the U.S. Department of Commerce.
He also completed a clerkship at the
Commission of the European Communities in Brussels, Directorate-General’s Office for
Competition. Mr. Nagel is a former Fulbright Scholar and studied law in Europe. He speaks
fluent German.
Michael K. Cobb
Director & CEO, ECI Development
At the height of a successful career in the computer industry, Mr. Cobb left to pursue more pioneering opportunities in the emerging real estate markets of Central America. In 1996, he and his business partner formed a company, Exotic Caye International, to provide loans to North Americans purchasing properties in Belize, Honduras, Costa Rica, and throughout the region. As the need for capital outstripped the supply, the mortgage company was converted to an international bank under the jurisdiction of Belize. As Caye International Bank, it continues to provide mortgage services but has expanded its offerings to encompass the full realm of financial products.
With a strong focus on consumer needs, Mr. Cobb accurately predicted the growing demand for high-quality residential properties for North American Baby Boomer retirees in the region. He led the group into real estate development and created a holding company called ECI Development, which manages several properties, including a resort on Ambergris Caye, Belize.
ECI is now a multi-country developer with projects in four countries of Latin America: Belize, Nicaragua, Costa Rica, and Panama. Communities are also planned in Ecuador and Chile. The development model pursued is based on the Del Webb Sun City active senior communities in the U.S., with a focus on serving these consumers in multiple countries and geographies across the region.
In August of 2000, ECI Development purchased 3.5 miles of Pacific beachfront property due west of Managua, Nicaragua. Residents of this master-planned community now enjoy world-class infrastructure, a golf course, homes, and condominium units. In February of 2006, the ECI Development group acquired 1,100 acres and 3 kilometers of coastline in Costa Rica, setting the stage for expansion into this popular market. In 2008, the group merged an oceanfront resort in Belize with a much larger property off the water, including a pool, tennis courts, and a fitness center, to create the Baymen Gardens Residential Community, the first of its kind on Ambergris Caye. In 2012, ECI Development purchased a position in a new project in Panama, adding over 700 acres and another mile of Pacific beachfront to their holdings.
Mike Cobb speaks at dozens of international conferences annually about offshore real estate finance, development, and ownership. He was a consultant to The Oxford Club, hosted a weekly radio program, contributes regularly to overseas publications, sits on the board of several international companies, gives counsel to various real estate projects throughout Central America, serves on the Presidents’ Advisory Group for the National Association of Realtors (NAR), and speaks at various National and International NAR events for realtors around the world.
Mike, his wife Carol, and their two daughters, Amanda and Emily, now make their home in Shepherdstown, West Virginia, after living in Central America for over 15 years.
At the height of a successful career in the computer industry, Mr. Cobb left to pursue more pioneering opportunities in the emerging real estate markets of Central America. In 1996, he and his business partner formed a company, Exotic Caye International, to provide loans to North Americans purchasing properties in Belize, Honduras, Costa Rica, and throughout the region. As the need for capital outstripped the supply, the mortgage company was converted to an international bank under the jurisdiction of Belize. As Caye International Bank, it continues to provide mortgage services but has expanded its offerings to encompass the full realm of financial products.
With a strong focus on consumer needs, Mr. Cobb accurately predicted the growing demand for high-quality residential properties for North American Baby Boomer retirees in the region. He led the group into real estate development and created a holding company called ECI Development, which manages several properties, including a resort on Ambergris Caye, Belize.
ECI is now a multi-country developer with projects in four countries of Latin America: Belize, Nicaragua, Costa Rica, and Panama. Communities are also planned in Ecuador and Chile. The development model pursued is based on the Del Webb Sun City active senior communities in the U.S., with a focus on serving these consumers in multiple countries and geographies across the region.
In August of 2000, ECI Development purchased 3.5 miles of Pacific beachfront property due west of Managua, Nicaragua. Residents of this master-planned community now enjoy world-class infrastructure, a golf course, homes, and condominium units. In February of 2006, the ECI Development group acquired 1,100 acres and 3 kilometers of coastline in Costa Rica, setting the stage for expansion into this popular market. In 2008, the group merged an oceanfront resort in Belize with a much larger property off the water, including a pool, tennis courts, and a fitness center, to create the Baymen Gardens Residential Community, the first of its kind on Ambergris Caye. In 2012, ECI Development purchased a position in a new project in Panama, adding over 700 acres and another mile of Pacific beachfront to their holdings.
Mike Cobb speaks at dozens of international conferences annually about offshore real estate finance, development, and ownership. He was a consultant to The Oxford Club, hosted a weekly radio program, contributes regularly to overseas publications, sits on the board of several international companies, gives counsel to various real estate projects throughout Central America, serves on the Presidents’ Advisory Group for the National Association of Realtors (NAR), and speaks at various National and International NAR events for realtors around the world.
Mike, his wife Carol, and their two daughters, Amanda and Emily, now make their home in Shepherdstown, West Virginia, after living in Central America for over 15 years.
Jamie Alleyne
Managing Partner
Blue Marble Citizens, Inc.
Jamie’s father left a 30+ year legacy of welcoming foreign investors to the Caribbean region and rolling out the red carpet for doing business. He was the head of Dominica’s National Development Corporation and was responsible for starting the Citizenship by Investment Programme in that country—now one of the most popular programs in the region.
Following in his footsteps, Jamie is an investment migration specialist with experience in international bank licensing, international business companies, foundations, international bank accounts, and real estate. Born in St. Lucia, her network spans the Caribbean, and her local knowledge proves invaluable when it comes to migrating your portfolio or your lifestyle. She is the CEO of Jamie Alleyne & Associates and Managing Partner of Blue Marble Citizens.
Jamie supports her clients in differentiating between the Caribbean offerings and applying for citizenship via investment in the jurisdiction of their choice. She then lays out the roadmap to maximizing the benefits of this second nationality. Her innovative services, such as My Island Residence and My Island Office, provide seamless solutions for putting your citizenship to work.
Blue Marble Citizens, Inc.
Jamie’s father left a 30+ year legacy of welcoming foreign investors to the Caribbean region and rolling out the red carpet for doing business. He was the head of Dominica’s National Development Corporation and was responsible for starting the Citizenship by Investment Programme in that country—now one of the most popular programs in the region.
Following in his footsteps, Jamie is an investment migration specialist with experience in international bank licensing, international business companies, foundations, international bank accounts, and real estate. Born in St. Lucia, her network spans the Caribbean, and her local knowledge proves invaluable when it comes to migrating your portfolio or your lifestyle. She is the CEO of Jamie Alleyne & Associates and Managing Partner of Blue Marble Citizens.
Jamie supports her clients in differentiating between the Caribbean offerings and applying for citizenship via investment in the jurisdiction of their choice. She then lays out the roadmap to maximizing the benefits of this second nationality. Her innovative services, such as My Island Residence and My Island Office, provide seamless solutions for putting your citizenship to work.
Paul Rosenberg
CEO, Cryptohippie, USA
Paul Rosenberg is the author of the Free-Man’s Perspective newsletter, as well as a founder of a leading online privacy system, Cryptohippie. He has a broad range of interests and has been involved in cryptography projects since the 1990s.
Prior to this, his construction and engineering career saw him called as an expert witness in numerous legal cases and recruited as a consultant to several organizations. He developed and taught 19 continuing education courses for Iowa State University’s College of Engineering. He also co-founded the Fiber Optic Association and wrote the first-ever standard for the installation of fiber optic cables in buildings.
An author of more than 70 books, including A Lodging of Wayfaring Men, Production Versus Plunder, and The Breaking Dawn, Paul is a frequent speaker at conferences.
Paul Rosenberg is the author of the Free-Man’s Perspective newsletter, as well as a founder of a leading online privacy system, Cryptohippie. He has a broad range of interests and has been involved in cryptography projects since the 1990s.
Prior to this, his construction and engineering career saw him called as an expert witness in numerous legal cases and recruited as a consultant to several organizations. He developed and taught 19 continuing education courses for Iowa State University’s College of Engineering. He also co-founded the Fiber Optic Association and wrote the first-ever standard for the installation of fiber optic cables in buildings.
An author of more than 70 books, including A Lodging of Wayfaring Men, Production Versus Plunder, and The Breaking Dawn, Paul is a frequent speaker at conferences.
Luigi Wewege
Senior Vice President, Caye International Bank.
Luigi Wewege is the Senior Vice President and Head of Private Banking at Caye International Bank. He is the published author of The Digital Banking Revolution, now in its third edition, and has co-authored economic research that was presented before the U.S. Congress. Luigi currently serves as an Instructor at the FinTech School.
Originally from Belize, he holds an MBA with a major in International Business from Italy, as well as a BSBA with a triple major in Finance, International Business, and Management—graduating cum laude from the University of Missouri – St. Louis.
Luigi Wewege is the Senior Vice President and Head of Private Banking at Caye International Bank. He is the published author of The Digital Banking Revolution, now in its third edition, and has co-authored economic research that was presented before the U.S. Congress. Luigi currently serves as an Instructor at the FinTech School.
Originally from Belize, he holds an MBA with a major in International Business from Italy, as well as a BSBA with a triple major in Finance, International Business, and Management—graduating cum laude from the University of Missouri – St. Louis.
Rich Checkan
President & Chief Operating Officer Asset Strategies International
As the President and COO of ASI, Rich has in-depth knowledge of every facet of ASI's operations. He has been an integral part of ASI’s evolution from a precious metals and foreign exchange dealer to a full-service provider that includes rare U.S., world, and ancient coins. Rich oversees the operations, administrative, sales, and marketing departments, while also serving as ASI’s Compliance Officer.
Rich graduated from the United States Military Academy at West Point, New York, in 1987 with a Bachelor of Science in Chemistry. He was commissioned as a Second Lieutenant in the U.S. Army as an Infantry Officer and served tours of duty at Fort Benning, Georgia, Schofield Barracks, Hawaii, and on the Demilitarized Zone in the Republic of South Korea. He held various leadership and staff positions at every level, from platoon to battalion-sized organizations. While at West Point, he played varsity soccer. Rich left military service in 1993 at the rank of Captain.
After a brief stint in direct sales in Macon and Atlanta, Georgia, with telecommunications and multinational service corporations, Rich joined ASI (then International Financial Consultants, Inc.) in the spring of 1996. In 1997, Michael Checkan, Glen O. Kirsch, and Rich Checkan created, developed, and refined a Precious Metals Certificate Program for the Perth Mint. They became the first of only eight Approved Dealers in the world to sell Perth Mint Certificates, the only government-guaranteed precious metals certificate program globally.
Rich is a regular contributor to ASI’s monthly newsletter, Information Line. He also regularly writes for ASI’s news alert, Always Something Interesting, twice a week.
As the President and COO of ASI, Rich has in-depth knowledge of every facet of ASI's operations. He has been an integral part of ASI’s evolution from a precious metals and foreign exchange dealer to a full-service provider that includes rare U.S., world, and ancient coins. Rich oversees the operations, administrative, sales, and marketing departments, while also serving as ASI’s Compliance Officer.
Rich graduated from the United States Military Academy at West Point, New York, in 1987 with a Bachelor of Science in Chemistry. He was commissioned as a Second Lieutenant in the U.S. Army as an Infantry Officer and served tours of duty at Fort Benning, Georgia, Schofield Barracks, Hawaii, and on the Demilitarized Zone in the Republic of South Korea. He held various leadership and staff positions at every level, from platoon to battalion-sized organizations. While at West Point, he played varsity soccer. Rich left military service in 1993 at the rank of Captain.
After a brief stint in direct sales in Macon and Atlanta, Georgia, with telecommunications and multinational service corporations, Rich joined ASI (then International Financial Consultants, Inc.) in the spring of 1996. In 1997, Michael Checkan, Glen O. Kirsch, and Rich Checkan created, developed, and refined a Precious Metals Certificate Program for the Perth Mint. They became the first of only eight Approved Dealers in the world to sell Perth Mint Certificates, the only government-guaranteed precious metals certificate program globally.
Rich is a regular contributor to ASI’s monthly newsletter, Information Line. He also regularly writes for ASI’s news alert, Always Something Interesting, twice a week.
Joshua M. Guttau
Chief Executive Officer
TS Banking Group.
As a CEO, former CFO, Director, and owner of the TS Banking Group, Josh has focused on two primary areas since joining in 2003: proactively managing the company culture and the balance sheet. In 2013, a multi-bank acquisition strategy was launched by forming a second bank holding company within the TS Banking Group, aimed at acquiring community banks throughout the upper Midwest. The five-year strategic plan aims to make 5-10 acquisitions to grow TS Banking Group to ~$2 billion in banking assets and $1-2 billion in wealth management/trust assets.
With a 90-year legacy, the TS Banking Group has strategically grown from $50 million in 2004 to $1 billion in banking assets, $400 million in AUMs, 180 full-time employees, and 10 banking locations across three banking charters. Since Josh’s arrival, the banking group has consistently earned top rankings, including the ICBA & ABA’s #1 national ranking for ROA/ROE performance in 2009 (<$250mm assets), and top 5 in their respective states for 9 consecutive years. In 2014, the group received the Proven Performers Award from Fiserv for being one of the top 300 banks in performance over the prior 5 years. The group also received the 2009 Fiserv and 2010 Celent Model Technology Bank awards and was listed on the Top Workplace Award among Iowa Small Businesses from 2011 to 2017, capturing the top spot in 2012.
The TS Banking Group has expanded beyond traditional community banking, including:
TS Prosperity Group, which combines fiduciary services with contrarian investment analytics and management offerings. TS Prosperity Group’s proprietary investment funds include private placement real estate, private options trading strategies, and diversified “Core” and “Explore” investment strategies to create better risk-adjusted returns.
TS Ag Finance, an affiliated business focused on originating and underwriting agricultural real estate loans across the U.S.
The TS Banking Group gifts 10% of its profits to the bank’s community foundation. In 2009, they launched the "TS Institute: Financial Literacy for the Future" as a pilot project in the local K-12 school district, which has since expanded across the bank’s footprint and is now helping other banks as well.
Josh holds an MBA in Finance & Strategic Planning from Iowa State University and a Professional Masters of Banking from Louisiana State University. He has worked with global and national corporations in the consumer food, manufacturing, agriculture, and banking industries. He has also taught at the Graduate School of Banking-Colorado. In addition, Josh uses his BS in Animal Science and Agronomy to manage a 500-head commercial cow herd, a project he started 30 years ago in 4-H.
Josh has volunteered on several community, charitable, and industry boards, including eight years of school board service. He currently serves as a trustee for the Iowa Banker’s Benefit Plan and a director for Olsson Associates Engineering in Lincoln, NE.
TS Banking Group.
As a CEO, former CFO, Director, and owner of the TS Banking Group, Josh has focused on two primary areas since joining in 2003: proactively managing the company culture and the balance sheet. In 2013, a multi-bank acquisition strategy was launched by forming a second bank holding company within the TS Banking Group, aimed at acquiring community banks throughout the upper Midwest. The five-year strategic plan aims to make 5-10 acquisitions to grow TS Banking Group to ~$2 billion in banking assets and $1-2 billion in wealth management/trust assets.
With a 90-year legacy, the TS Banking Group has strategically grown from $50 million in 2004 to $1 billion in banking assets, $400 million in AUMs, 180 full-time employees, and 10 banking locations across three banking charters. Since Josh’s arrival, the banking group has consistently earned top rankings, including the ICBA & ABA’s #1 national ranking for ROA/ROE performance in 2009 (<$250mm assets), and top 5 in their respective states for 9 consecutive years. In 2014, the group received the Proven Performers Award from Fiserv for being one of the top 300 banks in performance over the prior 5 years. The group also received the 2009 Fiserv and 2010 Celent Model Technology Bank awards and was listed on the Top Workplace Award among Iowa Small Businesses from 2011 to 2017, capturing the top spot in 2012.
The TS Banking Group has expanded beyond traditional community banking, including:
TS Prosperity Group, which combines fiduciary services with contrarian investment analytics and management offerings. TS Prosperity Group’s proprietary investment funds include private placement real estate, private options trading strategies, and diversified “Core” and “Explore” investment strategies to create better risk-adjusted returns.
TS Ag Finance, an affiliated business focused on originating and underwriting agricultural real estate loans across the U.S.
The TS Banking Group gifts 10% of its profits to the bank’s community foundation. In 2009, they launched the "TS Institute: Financial Literacy for the Future" as a pilot project in the local K-12 school district, which has since expanded across the bank’s footprint and is now helping other banks as well.
Josh holds an MBA in Finance & Strategic Planning from Iowa State University and a Professional Masters of Banking from Louisiana State University. He has worked with global and national corporations in the consumer food, manufacturing, agriculture, and banking industries. He has also taught at the Graduate School of Banking-Colorado. In addition, Josh uses his BS in Animal Science and Agronomy to manage a 500-head commercial cow herd, a project he started 30 years ago in 4-H.
Josh has volunteered on several community, charitable, and industry boards, including eight years of school board service. He currently serves as a trustee for the Iowa Banker’s Benefit Plan and a director for Olsson Associates Engineering in Lincoln, NE.
Peter Zipper
Director Georgetown Trust, Ltd. & President Emeritus & Director
Caye International Bank, Ltd.
From 2006 to 2018, Mr. Zipper served as President of Caye International Bank, Ltd. in Belize. He has over 35 years of international banking experience, including his time at Anglo Irish Bank. Originally from Canada, Mr. Zipper received his education in International Finance from the University of Alberta in Edmonton, Canada, in 1984 and began his long career in finance across the globe shortly thereafter.
Prior to joining Caye International Bank, Ltd., he held the position of Senior Vice President and was a Senior Member of the Management and Investment Committee at Anglo Irish Bank – Austria, from 1989 to 2006.
Throughout his career, Mr. Zipper lived and worked in the Americas, Europe, and Asia, where he held leadership positions with multinational financial institutions. He is a sought-after speaker and commentator on international geopolitical and financial issues. Over the years, he has lectured at thousands of events and appeared on radio and television shows in both English and German.
Caye International Bank, Ltd.
From 2006 to 2018, Mr. Zipper served as President of Caye International Bank, Ltd. in Belize. He has over 35 years of international banking experience, including his time at Anglo Irish Bank. Originally from Canada, Mr. Zipper received his education in International Finance from the University of Alberta in Edmonton, Canada, in 1984 and began his long career in finance across the globe shortly thereafter.
Prior to joining Caye International Bank, Ltd., he held the position of Senior Vice President and was a Senior Member of the Management and Investment Committee at Anglo Irish Bank – Austria, from 1989 to 2006.
Throughout his career, Mr. Zipper lived and worked in the Americas, Europe, and Asia, where he held leadership positions with multinational financial institutions. He is a sought-after speaker and commentator on international geopolitical and financial issues. Over the years, he has lectured at thousands of events and appeared on radio and television shows in both English and German.
Juan Darío Gutiérrez
Chief Legal Officer Gutierrez Group.
Gutiérrez Group is a Medellín-based multifamily office that serves international clients who live, invest, and/or do business in Colombia. The firm offers services in legal, real estate, relocation, investment, reporting, and wealth management advisory, with nearly 15 years of experience.
Juan Darío is the head of the legal practice at the company. Together with a team of skilled professionals, he handles matters related to Business, Corporate, Real Estate, Immigration, Foreign Investment, Intellectual Property, Banking, Taxes, and Reporting.
Juan Darío emphasizes listening closely to his clients and offering timely, comprehensive legal support. He has played a fundamental role in structuring hundreds of new and ongoing businesses in Colombia, facilitating the purchase of over 800 real estate properties across the country, and managing more than 5,000 foreign investment operations. Fluent in English, French, and Spanish, and with years of education in both America and Europe, Juan Darío’s 15+ years of experience working with clients from around the world have given him a deep understanding of foreign cultures. This allows him to greatly facilitate his clients’ integration into Colombia’s legal, business, and social frameworks.
Gutiérrez Group is a Medellín-based multifamily office that serves international clients who live, invest, and/or do business in Colombia. The firm offers services in legal, real estate, relocation, investment, reporting, and wealth management advisory, with nearly 15 years of experience.
Juan Darío is the head of the legal practice at the company. Together with a team of skilled professionals, he handles matters related to Business, Corporate, Real Estate, Immigration, Foreign Investment, Intellectual Property, Banking, Taxes, and Reporting.
Juan Darío emphasizes listening closely to his clients and offering timely, comprehensive legal support. He has played a fundamental role in structuring hundreds of new and ongoing businesses in Colombia, facilitating the purchase of over 800 real estate properties across the country, and managing more than 5,000 foreign investment operations. Fluent in English, French, and Spanish, and with years of education in both America and Europe, Juan Darío’s 15+ years of experience working with clients from around the world have given him a deep understanding of foreign cultures. This allows him to greatly facilitate his clients’ integration into Colombia’s legal, business, and social frameworks.
Mehmet Can Alatas
Partner NSN Law Firm.
Originally from Turkey, Mehmet Can ALATAS is a partner at NSN Law Firm, where he provides transactional and dispute resolution consultancy to local and international clients in the areas of Commercial and Corporate Law, as well as Maritime Law.
His main expertise lies in consultancy within the field of ship financing, particularly in the international purchase and sale of yachts and commercial vessels. He also offers consultancy services for the establishment of onshore and offshore companies and assists with residency and citizenship acquisition processes in various countries, tailored to meet the specific needs of his clients.
Originally from Turkey, Mehmet Can ALATAS is a partner at NSN Law Firm, where he provides transactional and dispute resolution consultancy to local and international clients in the areas of Commercial and Corporate Law, as well as Maritime Law.
His main expertise lies in consultancy within the field of ship financing, particularly in the international purchase and sale of yachts and commercial vessels. He also offers consultancy services for the establishment of onshore and offshore companies and assists with residency and citizenship acquisition processes in various countries, tailored to meet the specific needs of his clients.
Joe Williams
Cofounder of Keller Williams Realty International.
Joe is most notably known as the cofounder of Keller Williams Realty International, the world’s largest privately owned real estate franchise, now operating with over 191,000+ residential agents and 2,500 commercial associates in more than 64 countries. Joe started selling real estate at 19 years old and has over 50 years of varied experience as an agent, broker, developer, and real estate fund manager. Keller Williams is the top producer in volume and transactions in the USA, and their reputation as a top training organization and profitable franchise operator is highly respected. The company's business model has been studied twice by Stanford Business School, earning the moniker of the “Southwest Airlines” of the real estate brokerage industry.
Additionally, Joe has founded two award-winning tech companies related to the real estate industry. He has seen numerous market cycles and external forces throughout his career, and he regularly shares this knowledge with others. Joe continues to maintain an active brokerage to stay connected with the real estate market and is an active contributor to the KW Commercial division. His development efforts over the past 15 years have spanned Texas, Florida, and North Carolina, with his recent focus on land acquisition and entitlement in high-growth markets within the sunbelt states.
Joe and his wife, Janine, live in Austin, Texas, where they thoroughly enjoy spending time with their four grandchildren alongside their two adult children. His hobbies include sailing, wing shooting, and racquetball—in that order!
Joe is most notably known as the cofounder of Keller Williams Realty International, the world’s largest privately owned real estate franchise, now operating with over 191,000+ residential agents and 2,500 commercial associates in more than 64 countries. Joe started selling real estate at 19 years old and has over 50 years of varied experience as an agent, broker, developer, and real estate fund manager. Keller Williams is the top producer in volume and transactions in the USA, and their reputation as a top training organization and profitable franchise operator is highly respected. The company's business model has been studied twice by Stanford Business School, earning the moniker of the “Southwest Airlines” of the real estate brokerage industry.
Additionally, Joe has founded two award-winning tech companies related to the real estate industry. He has seen numerous market cycles and external forces throughout his career, and he regularly shares this knowledge with others. Joe continues to maintain an active brokerage to stay connected with the real estate market and is an active contributor to the KW Commercial division. His development efforts over the past 15 years have spanned Texas, Florida, and North Carolina, with his recent focus on land acquisition and entitlement in high-growth markets within the sunbelt states.
Joe and his wife, Janine, live in Austin, Texas, where they thoroughly enjoy spending time with their four grandchildren alongside their two adult children. His hobbies include sailing, wing shooting, and racquetball—in that order!
Honorable Mark Brantley
Premier of Nevis and Leader of the CCM party.
Honorable Mark Brantley serves as the Premier of Nevis, a position he has held since December 2017. A lawyer by profession, he received his Bachelor of Laws degree from the University of the West Indies in 1992 and his Legal Education Certificate of Merit from the Norman Manley Law School in 1994, then the fourth such award in the institution’s history. He also holds a Bachelor of Civil Law from the University of Oxford (1995), having won the Winter Williams Commonwealth Scholarship.
Called to the St. Kitts-Nevis Bar in 1994, he has practiced extensively before the High Court and Court of Appeal. Brantley has appeared as an expert witness on Nevis Commercial Law in various international jurisdictions, including Singapore. He is a member of several Bars in the OECS and holds membership in multiple international professional associations. He was formerly the Managing Partner of the St. Kitts-Nevis-based law firm Daniel Brantley.
Brantley entered politics in 2006 as a senator in the Nevis Island Assembly for the then-opposition party, the Concerned Citizens Movement (CCM). In 2007, he was elected to the Federal Parliament of St. Kitts-Nevis and became the Leader of the Opposition. He retained his seat in the 2010 Federal elections, continuing as Leader of the Opposition until January 2015. In the January 2013 Nevis Island elections, Brantley was elected and became a part of the new CCM-led Nevis Island Administration (NIA). He held several portfolios and was named Deputy Premier, taking a sabbatical from his legal practice to focus on his government role.
In the February 2015 Federal elections, Brantley won his seat in the Federal Parliament again, assuming the position of Minister of Foreign Affairs and Aviation in the new Unity Government of St. Kitts-Nevis.
In October 2017, Brantley was named leader of the CCM party. He led the party into the December 2017 elections, securing victory and becoming the fourth Premier of Nevis.
In the June 2020 Federal elections, Premier Brantley led the CCM to a historic victory on Nevis, capturing all three seats. He continued serving as Minister of Foreign Affairs and Aviation in the Team Unity Government. In the August 2022 Federal elections, the CCM captured all seats again on Nevis. The CCM now commands a majority of seats in the Opposition, and Hon Brantley has assumed the position of the Leader of the Opposition.
Nevisians returned to the polls on December 12, 2022, for the Nevis Island Administration elections. Brantley led the CCM to another victory. He was sworn in as the Premier of Nevis for a second term on Wednesday, December 14, 2022.
Brantley is married and has two adult daughters.
Honorable Mark Brantley serves as the Premier of Nevis, a position he has held since December 2017. A lawyer by profession, he received his Bachelor of Laws degree from the University of the West Indies in 1992 and his Legal Education Certificate of Merit from the Norman Manley Law School in 1994, then the fourth such award in the institution’s history. He also holds a Bachelor of Civil Law from the University of Oxford (1995), having won the Winter Williams Commonwealth Scholarship.
Called to the St. Kitts-Nevis Bar in 1994, he has practiced extensively before the High Court and Court of Appeal. Brantley has appeared as an expert witness on Nevis Commercial Law in various international jurisdictions, including Singapore. He is a member of several Bars in the OECS and holds membership in multiple international professional associations. He was formerly the Managing Partner of the St. Kitts-Nevis-based law firm Daniel Brantley.
Brantley entered politics in 2006 as a senator in the Nevis Island Assembly for the then-opposition party, the Concerned Citizens Movement (CCM). In 2007, he was elected to the Federal Parliament of St. Kitts-Nevis and became the Leader of the Opposition. He retained his seat in the 2010 Federal elections, continuing as Leader of the Opposition until January 2015. In the January 2013 Nevis Island elections, Brantley was elected and became a part of the new CCM-led Nevis Island Administration (NIA). He held several portfolios and was named Deputy Premier, taking a sabbatical from his legal practice to focus on his government role.
In the February 2015 Federal elections, Brantley won his seat in the Federal Parliament again, assuming the position of Minister of Foreign Affairs and Aviation in the new Unity Government of St. Kitts-Nevis.
In October 2017, Brantley was named leader of the CCM party. He led the party into the December 2017 elections, securing victory and becoming the fourth Premier of Nevis.
In the June 2020 Federal elections, Premier Brantley led the CCM to a historic victory on Nevis, capturing all three seats. He continued serving as Minister of Foreign Affairs and Aviation in the Team Unity Government. In the August 2022 Federal elections, the CCM captured all seats again on Nevis. The CCM now commands a majority of seats in the Opposition, and Hon Brantley has assumed the position of the Leader of the Opposition.
Nevisians returned to the polls on December 12, 2022, for the Nevis Island Administration elections. Brantley led the CCM to another victory. He was sworn in as the Premier of Nevis for a second term on Wednesday, December 14, 2022.
Brantley is married and has two adult daughters.
Rachel Marshall
Co-Founder of The Money Advantage
Rachel Marshall helps wealth creators build multi-generational wealth and leave a meaningful and impactful legacy that transcends conventional financial success.
When Rachel’s near-death experience shook her family to the core, she and her husband Lucas found their calling to build a flourishing family team that lasts for generations.
Now, they are spearheading the Seven Generations Legacy movement with a mission to help a million families create a multigenerational legacy of more than money.
For the past 10 years, Rachel has been an entrepreneur in the wealth industry. Frustrated with status quo financial rhetoric that robs people of financial control, she charted a new course to create time and money freedom by taking control, creating cash flow from assets, maximizing tax advantages, and planning generationally.
Rachel Marshall is an author, speaker, coach, and Co-Founder of The Money Advantage, a team of financial professionals for wealth creators. Her team serves clients across the United States with a family office model, coordinating strategies for cash flow, business, investing, insurance, Infinite Banking, permanent tax reduction, estate planning, asset protection, and more. Her podcasts, articles, videos, resources, guides, and courses have been widely praised for their disclosure and simplicity, helping independent thinkers gain clarity so they can make decisions.
Rachel Marshall helps wealth creators build multi-generational wealth and leave a meaningful and impactful legacy that transcends conventional financial success.
When Rachel’s near-death experience shook her family to the core, she and her husband Lucas found their calling to build a flourishing family team that lasts for generations.
Now, they are spearheading the Seven Generations Legacy movement with a mission to help a million families create a multigenerational legacy of more than money.
For the past 10 years, Rachel has been an entrepreneur in the wealth industry. Frustrated with status quo financial rhetoric that robs people of financial control, she charted a new course to create time and money freedom by taking control, creating cash flow from assets, maximizing tax advantages, and planning generationally.
Rachel Marshall is an author, speaker, coach, and Co-Founder of The Money Advantage, a team of financial professionals for wealth creators. Her team serves clients across the United States with a family office model, coordinating strategies for cash flow, business, investing, insurance, Infinite Banking, permanent tax reduction, estate planning, asset protection, and more. Her podcasts, articles, videos, resources, guides, and courses have been widely praised for their disclosure and simplicity, helping independent thinkers gain clarity so they can make decisions.
Porter Stansberry
Founder of MarketWise, Porter & Co., and OneBlade
Porter Stansberry has been rewriting the rules of financial publishing for more than 25 years. Starting in 1999, he pecked out his first newsletter (Pirate Investor) on a borrowed laptop in a rundown apartment in Baltimore. He continues on the path of creating superb financial advice today with his current venture, Porter & Co., founded in April 2022, and as a board member for MarketWise, which he founded and whose board he rejoined in September 2023.
Porter’s astounding achievements in the financial newsletter industry are made possible by a simple guiding principle. Says Porter, “You can’t trick customers into paying for financial advice. You have to have something proprietary, valuable, and easy to use. And you have to offer it for sale in an ethical way, by putting the customer first in every aspect of your business.”
With Porter & Co., MarketWise, and everything Porter takes on, his mission has remained steady for more than two decades: be the world’s leading independent providers of financial research — and set new industry standards for customer service, technological integration, and proprietary analytics.
Porter is also Founder of OneBlade, Inc., a men’s luxury shaving brand. He’s a proud husband and father, and an avid outdoorsman. Porter holds a Bachelor of Arts degree in political science and government from the University of Florida.
Porter Stansberry has been rewriting the rules of financial publishing for more than 25 years. Starting in 1999, he pecked out his first newsletter (Pirate Investor) on a borrowed laptop in a rundown apartment in Baltimore. He continues on the path of creating superb financial advice today with his current venture, Porter & Co., founded in April 2022, and as a board member for MarketWise, which he founded and whose board he rejoined in September 2023.
Porter’s astounding achievements in the financial newsletter industry are made possible by a simple guiding principle. Says Porter, “You can’t trick customers into paying for financial advice. You have to have something proprietary, valuable, and easy to use. And you have to offer it for sale in an ethical way, by putting the customer first in every aspect of your business.”
With Porter & Co., MarketWise, and everything Porter takes on, his mission has remained steady for more than two decades: be the world’s leading independent providers of financial research — and set new industry standards for customer service, technological integration, and proprietary analytics.
Porter is also Founder of OneBlade, Inc., a men’s luxury shaving brand. He’s a proud husband and father, and an avid outdoorsman. Porter holds a Bachelor of Arts degree in political science and government from the University of Florida.
Bill Barhydt
CEO of Abra; former CEO at Boom Financial, VP at Goldman Sachs VP, and NASA/CIA engineer.
Bill Barhydt is the founder and CEO of Abra, a premier digital asset financial services company.
Bill gave the first ever TED talk on Bitcoin in 2012 when Bitcoin was trading at $5. In 2015, he created the world's first synthetic dollar stablecoin based on Bitcoin.
Bill is a keynote speaker and has presented at over 100 conferences, including The World Economic Forum, The Milken Institute, Tony Robbins Platinum Summit, The Mobile World Congress, TED, Consensus, Bitcoin Conference, and Token 2049, and The North American Bitcoin Conference.
He has also been quoted and appeared many times in the Wall Street Journal, Bloomberg, NY Times, CNBC, Fortune, Forbes, and Yahoo Finance among many other media outlets.
Prior to Abra, Bill was CEO of Boom Financial and WebSentric. He was also VP at Goldman Sachs and served as a research engineer at NASA and the CIA. As one of the early team members of Netscape, Bill was involved in building some of the core infrastructure that helped grow the consumer Internet we all use today.
Bill is globally recognized as a technology pioneer and as an avid investor in companies across Web 3 and the broader technology ecosystem.
Bill Barhydt is the founder and CEO of Abra, a premier digital asset financial services company.
Bill gave the first ever TED talk on Bitcoin in 2012 when Bitcoin was trading at $5. In 2015, he created the world's first synthetic dollar stablecoin based on Bitcoin.
Bill is a keynote speaker and has presented at over 100 conferences, including The World Economic Forum, The Milken Institute, Tony Robbins Platinum Summit, The Mobile World Congress, TED, Consensus, Bitcoin Conference, and Token 2049, and The North American Bitcoin Conference.
He has also been quoted and appeared many times in the Wall Street Journal, Bloomberg, NY Times, CNBC, Fortune, Forbes, and Yahoo Finance among many other media outlets.
Prior to Abra, Bill was CEO of Boom Financial and WebSentric. He was also VP at Goldman Sachs and served as a research engineer at NASA and the CIA. As one of the early team members of Netscape, Bill was involved in building some of the core infrastructure that helped grow the consumer Internet we all use today.
Bill is globally recognized as a technology pioneer and as an avid investor in companies across Web 3 and the broader technology ecosystem.
SINGLE’S PASS
COUPLE’S PASS
SINGLE’S PASS
Price excluding air, hotel, and ground transfers.
Included es the cocktail party the evening of Saturday November 12.
Breackfast, Lunch & Dinner each day Sunday through Tuesday and Breackfast Wednesday, November 16 for one person.
$4,799
COUPLE’S PASS
Price excluding air, hotel, and ground transfers.
Included es the cocktail party the evening of Saturday November 12.
Breackfast, Lunch & Dinner each day Sunday through Tuesday and Breackfast Wednesday, November 16 for two people.
$7,399
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