Outbound Investment Summit Johannesburg 2025
October 14-15
October 14: Investment Migration and Wealth Planning
|
Time Slot
|
Agenda
|
|---|---|
|
9:00
|
Registration & Exhibition Booths Open
|
|
9:50-10:00
|
Welcoming Remarks
|
|
10:00-10:25
|
Session 1: A Global Perspective on Investment Migration and Outlook for 2026
|
|
10:25-10:35
|
Session 2: Portugal Immigration Laws – Golden Visa & D Visas
Gonçalo Mendes Leal, Founding Partner, NSMLawyers |
|
10:35-10:45
|
Session 3: Optimize Portugal Golden Opportunities
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA |
|
10:45-10:55
|
Session 4: Malta’s Residency Opportunities for Investors and Digital Nomads
Tiziana Polidano, Senior Manager for Client Relations and Compliance, Residency Malta Agency |
|
10:55-11:05
|
Session 5: High-Performance Property Investment Opportunities in Greece
Greca Developments |
|
11:05-11:35
|
Networking Coffee Break
|
|
11:35-12:20
|
Session 6: Panel Discussion – Empowering South African Wealthy with Greater Global Mobility
Discussion Topics: 1. How have recent migration patterns evolved across South Africa, and what key factors are propelling these changes? 2. In what ways has exposure to cross-border opportunities altered the priorities and aspirations of South Africa’s affluent? What ripple effects could this have on the local immigration market? 3. What key differences set South African high-net-worth individuals apart from those in other regions? Why are these gaps vital for advisors to understand? 4. What unique hurdles or barriers must advisors account for when guiding South African investors through relocation or immigration decisions? Panelists: Sibel Cayir-Allen, Managing Partner, Bridge Partners Kevin Hosam, Founder & Chairman, EC Holdings |
|
12:20-14:00
|
Networking Luncheon
|
|
14:00-14:10
|
Session 7: Malta Residency and Wealth Management Options
James Muscat Azzopardi, Partner, MA&A Advocates |
|
14:10-14:30
|
Session 8: Passports and Possibility: Caribbean CBI in a New Era
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda |
|
14:30-14:50
|
Session 9: Property, Passports, and Possibility: Caribbean CBI in a New Era
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis |
|
14:50-15:10
|
Session 10: Building a Startup from Business Ideas
Matrix Ventures Studio |
|
15:10-15:20
|
Session 11: Consider Property Investment as a Mobility Vehicle
Yassin Mohamdi, CEO and Managing Partner, THE BUYERS CIRCLE |
|
15:20-15:50
|
Networking Coffee Break
|
|
15:50-16:10
|
Session 12: Fireside Chat – Navigating the Portuguese Golden Visa Fund for an Ideal Investment Option
Discussion Topics: 1. What challenges might investors face with Portuguese Golden Visa investment funds, especially if they are new to the market or regulations? 2. How to evaluate the options open for Portuguese Golden Visa investment funds and what are key considerations for achieving optimal performance? 3. When new tax incentives are introduced to further stimulate the program, how might they influence individual investment decisions, and what key developments could arise? Panelists: Gonçalo Mendes Leal, Founding Partner, NSMLawyers Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA |
|
16:10-16:55
|
Session 13: Panel Discussion – Second Citizenship as a Solution to Preserve Wealth around the World
Discussion Topics: 1. What factors influence African investors seeking second citizenship? How can investors leverage backup plans by focusing on the Caribbean? 2. How have recent changes in Caribbean Citizenship-by-Investment programs adapted to a new era of transparency and global cooperation? 3. What makes the Caribbean attractive to those who pursue the portfolio integration with tax optimization, succession planning, and asset protection strategies? 4. How to develop a holistic plan aligning Caribbean opportunities with wealth preservation, global compliance and mobility goals? Panelists: Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis Chad Fraser, CEO & Founder, Sonover |
|
16:55-17:00
|
Session 14: Luxury Living and Investment Opportunities in Cyprus
|
|
17:00
|
Closing Remarks & Networking Cocktail
|
Outbound Investment Summit Johannesburg 2025 October 14-15
October 15: Succession Planning and Corporate Structuring
|
Time Slot
|
Agenda
|
|---|---|
|
9:00
|
Registration & Exhibition Booths Open
|
|
9:50-10:00
|
Welcoming Remarks
|
|
10:00-10:20
|
Session 1: How Talent Mobility and Strategic Citizenship are Transforming Outbound Investment in 2025
|
|
10:20-10:40
|
Session 2: International Estate Planning Solutions
|
|
10:40-11:00
|
Session 3: Offshore Asset Protection with Multi-Jurisdiction Planning as the New Norm
|
|
11:00-11:30
|
Networking Coffee Break
|
|
11:30-11:45
|
Session 4: Utilizing International Family Trusts for Debt Isolation, Marital Asset Protection & Tax Optimization
|
|
11:45-12:30
|
Session 5: Panel Discussion – Safeguarding Your Financial Future: The Key to Protecting and Preserving Your Wealth
Discussion Topics: 1. What are the key drivers leading African-based clients to safeguard their assets? How are these fueling the growing demand for offshore wealth planning? 2. What unique advantages do cross-border asset protection structures provide in addressing client requirements? 3. How have global transparency initiatives transformed the industry through enhanced information sharing, stricter due diligence, and improved cross-border collaboration? What best practices should investors follow to maintain the integrity of offshore structure while navigating these new requirements? |
|
12:30-14:00
|
Networking Luncheon
|
|
14:00-14:20
|
Session 6: Strategies to Win at Intergenerational Wealth Transfer
|
|
14:20-14:40
|
Session 7: Analysis of Regulatory Trends in Cryptocurrencies and Common Legal & Tax Issues Faced by Crypto Clients
|
|
14:40-15:00
|
Session 8: International Standards and Best Practices in Investment Funds across Jurisdictions
|
|
15:00-15:20
|
Session 9: Corporate Structuring: Requirements and Solutions in the Context of Improved Transparency
|
|
15:20-15:50
|
Networking Coffee Break
|
|
15:50-16:10
|
Session 10: The Shift in Regulatory Mindset: Substance Over Simplicity
|
|
16:10-16:55
|
Session 11: Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdictions
Discussion Topics: 1. How to select the optimal jurisdiction for your business needs, considering these jurisdictions are built to provide premium structures and superior protection for investors? 2. What are common pitfalls to avoid in managing offshore entities? How can maintain compliance with evolving international regulations that have substantially changed in recent years? 3. With regulatory and technological challenges within offshore businesses, what are the appropriate measures for balancing legitimate access to data and data security? 4. How to stay ahead in the new offshore landscape in terms of more sophisticated use of offshore vehicles and the creation of more business value for end users? |
|
16:55
|
Closing Remarks & Networking Cocktail
|