Your Professors

Erika Nolan, USA

Publisher & Executive Director, The Sovereign Society; co-author Offshore Advantage: A Beginner's Guide to the Offshore World and co-founder of N&C International Wealth Consulting, LLC.

 

 

Robert E. Bauman, JD - Legal Counsel, The Sovereign Society

Sovereign Society Legal Counsel, founder and contributing editor, The Sovereign Society Offshore A-Letter, author of dozens of books and reports on legal entities, offshore structures, second citizenships, asset protection and privacy.

 

Eric N. Roseman - Investment Director, The Sovereign Society

Eric Roseman has covered the global markets for 15 years, as both a money manager and investment editor. He recently became the Investment Director for the Sovereign Society. Eric is editor and founder (since 1992) of Global Mutual Fund Investor (GMFI), a monthly newsletter advisory focusing on the world's best-managed offshore funds. Eric also serves as editor for The Sovereign Society's Commodity Trend Alert, an investment alert focusing on commodity based securities. Eric's talents include blending a dozen or more alternative investment funds to produce consistent returns to traditional asset classes and making commodity- based recommendations with huge upside and limited downside. Eric also continues to serve as President of Montreal-based E.N.R. Asset Management, Inc.,specializing in alternative portfolio management. E.N.R.'s strategies are highly diversified and include non-traditional hedge fund managers that trade global markets and asset classes long and short. Eric advises managed accounts, funds and partnerships that invest with thetop names in the industry, including Global Asset Management (GAM), Momentum, AHL-ED&F Man, Tudor Jones, Medallion, Caxton and Trout Trading.

Mark Nestmann, President, The Nestmann Group., Phoenix, AZ.

Mark has a Masters Degree in International Tax Planning from the University of Vienna and is an Associate Member of the American Bar Association. He is a contributing editor to The Sovereign Society's monthly newsletter The Sovereign Individual, is a member of The Sovereign Society's Council of Experts and the Director of Tax and Privacy Research for The Sovereign Society, and author of more than a dozen books and reports on wealth preservation, privacy, international tax planning and offshore investing.

Your Instructors

Elvira Amankwa - Conference Director

Elvira Amankwa is the Conference Director for The Sovereign Society, based in Delray Beach, Florida. Elvira is an experienced public relations and marketing professional and has held several senior management positions with international and U.S. corporations, mainly in the commercial real estate and luxury hotel industries. As a global citizen, she has traveled all over the globe and is now helping our members to explore the world of The Sovereign Society conferences in their quest for building and securing personal wealth the Sovereign way.

Marc Andre Sola, Managing Partner, NMG International Financial Services, Ltd., Zurich, Switzerland.

Marc is a lawyer and financial planner and one of Europe's leading authorities on variable and fixed annuities and life insurance. Marc will teach you in easy-to-grasp layman's terms how you can achieve multiple financial goals (from asset protection to greater privacy and investment returns) within the same financial structure.

 

Michael Chatzky, JD, President, Chatzky & Associates in San Diego, CA

Michael has more than 33 years experience in setting up offshore asset protection trusts and other wealth-preservation structures.

Richard Mark Checkan - Vice President, Asset Strategies International, Inc.

checkanRich Checkan graduated from the United States Military Academy, West Point, New York in 1987 with a Bachelor of Science degree in Chemistry. He was commissioned as a Second Lieutenant in the US Army as an Infantry Officer. He 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 through battalion-sized organizations. He left military service in 1993 at the rank of Captain. After a brief stint of 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. Rich has experience in every facet of ASI's operations, and is ready to service all of your foreign exchange and precious metals needs. Rich is in his 10th year with ASI.

Thomas Fischer is Senior Vice President of Jyske Global Asset Management.

His vast experience comes from all aspects of the forex market – first as a currency exchange dealer in Denmark, then as a foreign exchange broker in both London and Germany.  Before being promoted to Senior Vice President, he spent 7 years as the manager of Internal Client Relations. Now he is on the investment strategy board for Jyske Bank and travels the world explaining the investment opportunities in the forex market.

Andrew Griebl, Director of Private Banking at European American Investment Bank AG (EURAM)

Andrew will share information with you on why Austria holds its own banking advantages, including financial privacy guaranteed by Austria’s strict laws, and a AAA Sovereign debt rating from both Moody’s and Standard & Poor’s. Andrew will then reveal the latest specialty alternative funds from EURAM, the investment bank that holds the top two bond funds in all of Europe!

Larry Grossman, President of Sovereign International Asset Management, Palm Harbor, FL

Larry Grossman is the author of The Ultimate Retirement Protection Plan.Larry is a Certified Financial Planner and one of less than 2,500 professionals in the U.S. to hold the coveted distinction of CMA (Certified Management Analyst). Larry is a leading authority on getting higher returns and greater asset protection for your retirement funds by taking your IRA offshore. He is also an expert on maximizing tax-savings and will demonstrate how properly setting up a Defined-Benefit Plan can help you defer up to 70% of your income.

Donald Hosmer

Donald Hosmer has been CEO and President of Royale Energy, Inc. since 1995. He has successfully directed the funding of more than 200 oil and natural gas wells throughout the major geologic basins in the United States. Under his leadership, Royale became the largest independent natural gas producer that explores, develops, produces and markets natural gas in California. In September 2004, Royale Energy was ranked 8th for highest return on stockholders' equality for all publicly traded oil and gas companies. In 2006, Fortune Small Business ranked Royale Energy on its list of the 100-fastest growing small companies in America. Donald is also a member of the Speakers Bureau of the Independent Petroleum Association of America (IPPA) and is registered as the oil and gas industry expert on Business Wire’s ExpertSource service.

David Newman, Editor of Accelerated Income, Membership Director and Market Analyst for The Sovereign Society.

David is a former managing partner of Choice Investments in Houston, Texas, and was a financial advisor for American Express. In addition, David has served as the Director of Sales & Development for several major publishing companies in the southeastern United States. He has more than 20 years of experience helping investors achieve their long-term asset protection and investment goals.

 

Frank Trotter

Frank Trotter is president of EverBank Direct. A founding partner of EverBank in 1998, he has acquired more than 25 years of experience in the banking industry. Frank has served as senior vice president and managing director of Mercantile Bank Capital Markets and as director of the International Markets Division of Mark Twain Bank, where he created the WorldCurrency™ family of deposits and directed the global launch of eCash™. He is a widely quoted speaker on financial topics, especially currency markets. Publications focusing on WorldCurrency™ or recently quoting Mr. Trotter include The Wall Street Journal, U.S. News and World Report, CBS MarketWatch, USA Today, CNNfn, and the Chicago Tribune, among others. Frank graduated from St. Olaf College and holds an MBA in Finance and International Finance from Washington University.

Robert Vrijhof - Senior Partner, Weber, Hartmann, Vrijhof & Partners Ltd.

Mr. Vrijhof, Senior Partner of Weber, Hartmann, Vrijhof & Partners in Zurich, Switzerland, has recently joined the Sovereign Society’s Board of Advisors. Mr. Vrijhof began his career in 1978 with the Union Bank of Switzerland, where he worked his way through the international securities trading department. Later, with Credit Suisse, he held the senior position as manager of the Foreign Stock Exchange trading section. In 1987, he accepted an offer by Foreign Commerce Bank as portfolio manager. His knowledge of this area soon led to the position of Vice President and head of the portfolio management group at Focobank. In 1991, he along with Adrian Hartmann and Hans Weber formed Weber, Hartmann, Vrijhof & Partners, Ltd., a Swiss portfolio management service.

Josh Bennett, Esq., Attorney at Law, Law Offices of Josh Bennett P.A in Miami FL

Josh Bennett has more than 20 years experience in estates and trusts (both international and local), federal taxation, tax litigation and asset protection planning.

Daniel Zurbürgg, CFA, Managing Partner, Alpine Atlantic Asset Management AG in Zurich, Switzerland.

Alpine Atlantic is an independent Swiss asset management company with a focus on asset management and asset protection.  Alpine Atlantic is made up of Swiss and North American financial experts who also understand the cross-cultural nature of the business. Daniel has been in the financial industry for almost 20 years, working as an asset manager for institutional clients and corporations and for private clients and families around the world.

Colin Bowen, Deputy Chairman of Isle of Man Assurance, Isle of Man.

IOMA is the largest independent insurance company on the island.  IOMA prides itself on being one of the world’s leading international providers of insurance products for asset protection and tax mitigation. IOMA offers an entire range of life, general policies and captive insurance companies.

 

Marjorie Rawls Roberts, Esq., Attorney at Law, Marjorie Rawls Roberts P.C. in the Virgin Islands

Marjorie Rawls Roberts has more than 25 years experience in international law, investment issues and offshore and mutual funds.

 

 

 

Michael Cobb, Chairman & CEO of ECI Development

ECI Development has developments in Costa Rica, Belize and Nicaragua.

 


The Offshore Advantage Academy
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