International Panel of Expert Advisors

by | Apr 14, 2000 | Archives

How the E-Club works

The International E-Club is a special online Club where all members have the opportunity to send any question which will be shown to all the experts and their replies will be published to all Club members. These experts provide answers and we are “integrity managers” to make sure that the experts give honest fair, impartial and sensible advice.

International E-Club Advisory Board

Integrity of information within Gary A. Scott's E-Club is ensured by bringing together reliable experts from various fields to answer members' questions. Our panel of experts is growing steadily and to date includes:

Teddy Christiansen, Jyske Bank, Copenhagen, Denmark

A banker for nearly 40 years, the last 20 years Head of International Private Banking. Today head of International Customer Relations.

Jyske Bank, the 4th. largest bank in Denmark, specialized internationally in Private Banking with more than 40,000 international clients outside Denmark. Total assets more than USD 10 Billion. 127 domestic branches and 5 subsidiaries outide Denmark, among which Jyske Bank, Zurich and Jyske Bank, Gibraltar are the most important regarding Private Banking.

Larry C. Grossman, CFP, Palm Harbor, Florida, USA

Managing Director, Sovereign International Asset Management LLC. Larry C. Grossman, Certified Financial Planner and Managing Director ofSovereign International Asset Management LLC, graduated Summa Cum Laudewith a Bachelor of Arts in Business Management from Eckerd College. Hewent on to acquire his Certified Financial Planning designation from theCollege of Financial Planning in Denver, Colorado. He has worked in thefinancial services industry for sixteen years, specializing in domestic andinternational financial planning. Before his career in business, Larryserved in the United States Navy for six years as a certified nuclearengineer.

For the last eight years, Larry has devoted his business almostexclusively to working in the global markets. He specializes in the areaof Asset Protection and has developed a system for helping his clients taketheir IRA/Pension plans offshore for asset protection. Additionally, he hasextensive training in Modern Portfolio Theory and Global Asset Allocation.Mr. Grossman has developed strong, personal, relationships with many of thebetter known offshore banks, and has access to many of the world’s toprated money managers. He is a well-known speaker at internationalinvestment conferences around the world. Mr. Grossman offers theperspective of global vision and the expertise required to navigate incomplex, international markets.

Larry married Tammy in 1985, and they have a son Cole. Mr. Grossman enjoysboating, water sports, travel, and music.

David Melnik, Q.C., Toronto, Canada

Mr. Melnik, Queen's Counsel of Toronto, had his own lawfirm from 1962 until1976, when he became President and Chief Executive Officer of Vanguard Trustof Canada Limited in Toronto. From 1978 to 1985, he served as policyadvisor to Frank Miller, who later became the Premier of Ontario. He hasbeen an instructor in the Masters of Business program at the businessschools of both the University of Toronto and York University.

He has anextensive practice with both businesses and individuals — advising onglobal, economic, legal, financial and government matters. Mr. Melnik isalso a director of a number of Canadian and U.S. corporations and, untilrecently, was a director of a Swiss bank. Mr. Melnik is a member of TheOxford Club's Board of Governors and most recently became Director of theWealth Protection Program. He is a well-travelled reconteur, bon vivant andconnoisseur.

Esteban (Steve) Rosberg, Buenos Aires, Argentina

Steve Rosberg is an independent financial consultant,residing in Argentina. He specialises in internationalbusiness opportunities and offshore structures forindividuals, companies and financial institutions. Hehas over twenty years experience in a variety ofinternational banking organizations and has occupiedsenior management positions in several companies,including Banco Frances (Argentina) and Coutts &Co.(Cayman) Ltd. Mr. Rosberg holds a degree inEconomics of the Universidad Catolica Argentina, and isbilingual in English and Spanish.

Dr. Andres Cordova, Quito, Ecuador

Dr. Cordova's, law firm provides legal counsel for many finance institutions. Working with foreign banks established in Ecuador and otherwise. Legal counsel for the Central Bank of Ecuador, the Superintendency of Banks. Members of the law firm have participated in the making of some of Ecuador's monetary and banking laws. A senior partner has been Superintendent of Banks on two occasions.

Leslie A. Share, Coral Gables, Florida, USA

Leslie A. Share received a B.A. from Northwestern University, a J.D. fromthe University of Florida (where he served as Research Editor and Chief TaxEditor of the Florida Law Review), and a Master of Laws in Taxation from NewYork University.

His practice concentrates upon domestic and internationaltax, estate, and business planning, and wealth preservation. Les has spokenand written extensively on subjects ranging from domestic and offshore trustlaw, Internet tax planning, U.S. tax treaties, representing a client in anInternal Revenue Service audit, and ownership structures for foreignbusiness activities and overseas investments.

His articles have appeared inthe Asset Protection Journal, Estate Planning, Entertainment Law & Finance,and various Florida legal publications. At present, Les is preparing TheAsset Protection Answer Book, which is scheduled to be issued by PanelPublishers in 2000.

Michael Keppler, New York, USA

President, Keppler Asset Management, Inc., New York, an SEC-registeredinvestment management and advisory firm founded in 1992. The firmspecializes in the develop-ment of value-oriented integrated portfolioapproaches which focus on sophisticated asset allocation as well as market,sector, and stock selection strategies designed to exploit marketinefficiencies in order to achieve above-average investment returns, whileallowing for effective risk manage-ment through the implementation of themargin-of-safety concept and inter-national diversification.

Keppler Asset Management Inc. is investment advisor to institutionalinvestors and helps manage 10 global/regional equity public mutual fundsand one private placement. Since 1994, funds advised by Keppler have woneight Standard & Poor’s Micropal performance awards.

Previously, Keppler worked in various capacities in the securitiesbusiness with Commerzbank AG, one of the largest German banks in bothFrankfurt and New York. Between 1983 and 1985, he received special trainingat leading New York investment banks, i.e. Morgan Stanley and Donaldson,Lufkin & Jenrette. From 1987 through 1992, he headed the Global InvestmentStrategy, Portfolio Management and Institutional Sales Departments ofCommerzbank Capital Markets Corp., a New York investment bank, as FirstVice President. Michael Keppler, who holds an MBA from the University ofRegensburg, has been an active contributor to numerous investmentconferences. He has coauthored a book on Emerging Markets and published inleading investment journals both in the United States and in Germany.

Colin Bowen, Isle of Man, United Kingdom

Colin Bowen is responsible for the development and marketing of the Company's range of life and general policies. A well known writer on insurance and financial planning and speaker at many international conferences, his involvement in offshore financial planning extends to over three decades. He has recently celebrated his 20th Anniverary with Isle of Man Assurance Ltd. Colin is a Member of the Institute of Risk managers, Member of the Chartered Insurance Institute and also a Fellow of the Offshore Institute. He is a secretary of the Manx Insurance Association and past Treasurer of the Association of International Life Offices.

Joe Cox, Naples, Florida, USA

Opened Cummings & Lockwood office, July 1978 with one attorney and one secretary. Now has 50 employees. Board Certified Tax Lawyer, Board Certified Wills, Trusts & Estates Planning, Fellow, The American College of Trust & Estate Counsel.

BA Political Science, Juris Doctorate, LL.M. in Estate Planning. Bar Assocciations of Oklahoma, Florida, American Bar Association, Collier, 5th, 10th, 11th Federal Circuit Court of Appeals, US Tax Court.

Andreas Kaegi, Buelach, Switzerland

President and Partner of BPCS BUELACH PRIVATE CLIENTS SERVICES, an independent investment advisory and portfolio management company looking after clients' portfolios with any major Swiss bank. It is based in Buelach, Switzerland and run on a partnership basis by four skilled Swiss bankers.

Andy Kaegi spent all of his professional years till late 1998 with Credit Suisse in Buelach starting there with an apprenticeship in 1968 and leaving as Member of Senior Management and Branch Manager of CS Private Banking. He had a continuous on and off the job education with stations in London, New York and Montreal. Being responsible for the Investment and Private Banking Sector he personally took care of an international clientele in Europe, USA and especially in the Far East. After transferring to Zurich and his promotion to Director he left CS and co-founded and joined BPCS in 1999.

He is married, has a son and a daughter and is fond of skiing and travelling.

Barrie J. Martin, London, United Kingdom

Barrie J. Martin joined NCL in 1995 with 26 years experience of managing global stock and bond portfolios from London, the Cayman Islands and New York.

His clients include individuals, their offshore trusts, companies and insurance policies as well as private pension schemes. The investment approach is to tailor the investments to meet the client's own investment guidelines whether they be primarily growth, income or a combination of the two.

NCL Investments Limited provides an international fund management and advisory service. its core business is the management off international and domestic private client portfolios.