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The Appleby Podcast

Appleby Global

35 episodes

2 weeks ago

Join Bermuda’s Jerome Wilson and George McCallum for an insightful “Tech Talks” episode exploring the practical considerations for licensing a Digital Assets Business Act (DABA) entity in Bermuda. They delve into key personnel requirements – including the appointment of a senior representative, compliance officer, and a well-structured board – and explain how applicants can meet the head office mandate through physical presence and engaged directors – and the importance of where strategic dec...

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Join Bermuda’s Jerome Wilson and George McCallum for an insightful “Tech Talks” episode exploring the practical considerations for licensing a Digital Assets Business Act (DABA) entity in Bermuda. They delve into key personnel requirements – including the appointment of a senior representative, compliance officer, and a well-structured board – and explain how applicants can meet the head office mandate through physical presence and engaged directors – and the importance of where strategic dec...

Show more...

Episodes (20/35)

The Appleby Podcast

Insights on DABA Licensing in Bermuda

Join Bermuda’s Jerome Wilson and George McCallum for an insightful “Tech Talks” episode exploring the practical considerations for licensing a Digital Assets Business Act (DABA) entity in Bermuda. They delve into key personnel requirements – including the appointment of a senior representative, compliance officer, and a well-structured board – and explain how applicants can meet the head office mandate through physical presence and engaged directors – and the importance of where strategic dec...

1 month ago

25 minutes

The Appleby Podcast

Auditing a Digital Asset Business in Bermuda

In this episode of ‘Tech Talks’, Bermuda’s Jerome Wilson and George McCallum are joined by Erkin Atakhanov, Managing Partner at PKF Antares in Bermuda, to discuss the critical role of auditors under the Digital Assets Business Act (DABA), where appointing an auditor is a legal requirement. Given the technical and often complex nature of digital asset and fintech businesses, auditors must have a clear understanding of each company’s processes, systems, and compliance structure to assess which ...

2 months ago

23 minutes

The Appleby Podcast

Bermuda: Fintech Insights & Trends

In our latest episode of our “Tech Talks” podcast, technology law specialists Partner Jerome Wilson, Senior Associate George McCallum, and Associate Karim Creary delve into the dynamic global fintech landscape, with a spotlight on Bermuda’s Digital Assets Business Act (DABA). They recap key insights from two industry gatherings — Bermuda’s Digital Finance Forum and the global Consensus conference — before exploring current trends in the Bermuda market and offering a forward-looking perspectiv...

4 months ago

26 minutes

The Appleby Podcast

Bermuda Fintech Update

Jerome Wilson, Partner and Head of Appleby’s Technology & Innovation practice in Bermuda provides an update on the jurisdiction’s thriving Fintech sector. Jerome covers three main points - the growth of the digital assets business in Bermuda; the evolution of the industry; and why Bermuda and its many strengths, including Bermuda’s gold standard regulatory regime, solution-oriented regulator, progressive application process, and sophisticated business ecosystem – all contributing to the c...

8 months ago

22 minutes

The Appleby Podcast

Asia Talks - Diversity, Inclusion and Belonging (DIB) Conversation

In this episode of Appleby's Asia Talk, Fiona Chan and Wendy Sham shifted from usual technical legal series to highlight our firm's dedication to DIB. As part of the global DIB committee member and the Champion of Hong Kong and Shanghai offices, Fiona shared our firm's vision and unwavering commitment to fostering a culture where colleagues feels empowered, valued and accepted in workplace. Wendy and Fiona also explored how to transform these visions into concrete actions with long term init...

8 months ago

6 minutes

The Appleby Podcast

BITA: The Evolving Ecosystem of Digital Assets

BERMUDA SHORTS – TECH TALKS S01 E17Jerome Wilson, Partner at Appleby, speaks with Bermuda Innovation and Technology Association (BITA) members Kevin Richards, Founder and Chairperson and Sean Stapley, Lead Sponsorship and Marketing about BITA and the “big tent” technology community in Bermuda. Together they discuss their thoughts on the ever-growing workspace of digital assets and technology, and how BITA works to place the island on the forefront of this space, creating a community for innov...

1 year ago

29 minutes

The Appleby Podcast

Asia Talks - Banking and Finance Conversation

Appleby Asia Talks S02 E07 In this episode of Appleby’s Asia Talks, Fiona Chan and Lily Miao discussed the fundamentals of fund financing. They shared their insights on its attractiveness from both lenders’ and borrowers’ perspectives, and how it compares to other product types in the industry. They also explored the key drivers behind the rapid transformation of the latest global and regional trends that shaped the future of finance.The Asia Talks Podcast Series The Appleby Asia Talks p...

1 year ago

7 minutes

The Appleby Podcast

Dispute Resolution Conversation - Dispute Resolution in the PRC and offshore markets: Strategies for navigating turbulent times

Appleby Asia Talks S02 E06 In this episode of Appleby’s Asia Talks, The Dispute Resolution team discusses the rising distressed debts and investment losses in the PRC market, as well as the PRC data security concerns over a recent Cayman Islands case. They also highlight a number of key rule changes in the British Virgin Islands and share insights on their implications.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical lega...

1 year ago

6 minutes

The Appleby Podcast

Asia Talks - Corporate Conversation

In this episode, Judy Lee, Vincent Chan, and Kelly Tang discuss the expanded paperless listing regime proposed by the Hong Kong Stock Exchange (HKEX) and highlight the legal requirements in the relevant offshore jurisdictions. They also explore the HKEX’s recent consultation paper and share insights on what these amendments mean for listed companies.About ApplebyAppleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private compa...

1 year ago

15 minutes

The Appleby Podcast

Investment Funds Conversation - Latest guide on Cayman Islands' corporate governance and internal controls requirement

Appleby Asia Talks S02 E04In this episode, we will shed light on new corporate governance and internal controls requirements for all the Cayman regulated entities, and answer the most frequently asked questions from our funds clients.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insights f...

1 year ago

4 minutes

The Appleby Podcast

Restructuring & Insolvency Conversation - Cayman Restructuring Officer Regime

Appleby Asia Talks S02 E03 This Restructuring Officer (RO) regime came into force in August 2022 and since then we have seen a handful of petitions for the appointment of ROs come before the Grand Court. In this episode, we will have a look at developments in the RO regime in the Cayman Islands, including the very recent case of Holt Fund SPC.The Asia Talks Podcast SeriesThe Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice ar...

1 year ago

6 minutes

The Appleby Podcast

Technology Trends & Bermuda

BERMUDA SHORTS – TECH TALKS S01 E16Technology by nature is a constantly changing industry, and with the introduction of AI technology, more changes are surely coming. In this ‘Tech Talks’ episode, members of Appleby’s Technology & Innovation practice in Bermuda discuss some of the changes – and the inherent challenges, threats and opportunities for Bermuda, and more broadly. The technology team includes our podcast host, Partner Jerome Wilson, who speaks to Partner Duncan Card about ...

1 year ago

24 minutes

The Appleby Podcast

Forensic Investigations & Digital Assets

BERMUDA SHORTS – TECH TALKS S01 E15Partners Jerome Wilson and Hannah Tildesley speak to forensic investigations expert Vanessa Samuels from Deloitte in Bermuda. They discuss the intriguing, and oftentimes, crafty world of insolvency and forensic investigations from a broad perspective, and then more specifically as it relates to the growing digital assets space.The trio consider the challenges and successes of recovering digital assets, whether for crypto (and working with exchanges), NFTs an...

2 years ago

25 minutes

The Appleby Podcast

Legislation Updates & What’s on the Horizon

Appleby Bermuda Shorts | Tech Talks S01 E14In our latest episode, Partner Jerome Wilson speaks to Associates Carl Meyer and Karim Creary who delve into recent legislation changes, including changes to the Companies Act 1981, and the issuance of an exemption order in relation to the Digital Asset Business Act (DABA) 2018. These are all welcome changes that speak to Government’s commitment to listen to industry and further refine DABA in order to provide practical and efficient enhancements for...

2 years ago

27 minutes

The Appleby Podcast

More than law – Welcome to Appleby Global Services (AGS)

Did you know that Appleby Jersey is not just a law firm? Appleby Global Services is our fiduciary and corporate arm that works in collaboration with our lawyers to offer a broad range of solutions and services for our clients, all under one roof. In our latest podcast, find out how our global offering can support and benefit you as a business with our joined-up approach across our multi-discipline team. Director Anna Malorey and lawyer Michael Davies also explain how AGS is expanding and look...

2 years ago

12 minutes

The Appleby Podcast

Culture, Diversity and Inclusion

How do you create a culture of quality and equality?Tune in to this thought-provoking episode in our Appleby Jersey podcast series. Managing Partner James Gaudin, Associate Khanyisile Deliwe and Senior Associate Johanna Murphy discuss the importance of empowering every colleague and valuing their contribution.In this honest, empowering and insightful conversation they share stories from their personal experiences and talk about the impact it can have when everyone has a voice, is heard and th...

2 years ago

17 minutes

The Appleby Podcast

My 51-year Career with Appleby: John Bisson, Part 3

Today our Jersey podcast series Let’s Talk Law: Jersey, focusses on the impressive career of Partner John Bisson, who has been at Appleby for 51 years. Join John as he offers his vision of what the future holds and offers advice to young people starting out in law in the final part of his podcast trilogy.About ApplebyAppleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private indiv...

2 years ago

8 minutes

The Appleby Podcast

Why Appleby for Wills and Probate: John Bisson, Part 2

Our Jersey podcast series Let’s Talk Law: Jersey, continues with the second of three episodes from Partner John Bisson. This time, John – who has been at Appleby for 51 years - shares his impressive knowledge about the importance of wills and probate, the impact of inheritance tax and stamp duty, and how he supports high net worth individuals by working closely with the Private Client and Trusts Team.About ApplebyAppleby is one of the world’s leading international law firms. Our global teams ...

2 years ago

8 minutes

The Appleby Podcast

Trust and Estate Planning for Digital Assets

Appleby Bermuda Shorts | Tech Talks S01 E13In our latest “Tech Talks” podcast, Appleby Bermuda partners Jerome Wilson (Head of Technology & Innovation), Vanessa Schrum (Head of Private Client & Trusts) and Hannah Tildesley (Head of Trusts Disputes) dive into the world of digital assets as they relate to trusts.The trio look at digital assets from two angles - first from the consumer perspective and how you can estate plan if you hold crypto or have other digital assets. What are some ...

2 years ago

27 minutes

The Appleby Podcast

Why Appleby for Property: John Bisson, Part 1

Continuing our Jersey podcast series Let’s Talk Law: Jersey, Partner John Bisson gives his insight into property law on the island and what Appleby has to offer. John’s expertise is second to none, having been at the firm for 51 years, as he discusses the future of commercial and residential property and why Jersey is a great market to invest in. This is the first of three episodes led by John.About ApplebyAppleby is one of the world’s leading international law firms. Our global teams of lega...

2 years ago

10 minutes