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Outbound Summit
USA 2026

New York - September 23rd - 26th, 2026
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About

Setting The Stage

As domestic challenges grow, American families, entrepreneurs, and high-net-worth individuals are increasingly exploring opportunities beyond U.S. borders. Rising political polarization, higher taxes, safety concerns, and major shifts like the overturning of Roe v. Wade have reshaped perceptions of the American Dream. Economic pressures and global tax changes, including OECD initiatives like the Global Minimum Tax, are further driving this trend.

The Outbound Investment USA Summit is a premier platform connecting HNWIs and their advisors with leading international providers. It offers valuable insights into investment migration, global real estate, tax optimization, and advanced wealth planning—designed for those seeking greater financial security, global mobility, and personal freedom.

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Unlimited Potential

Why the USA?

Why You Should Attend the Outbound Investment USA Summit 2026

The United States remains a global center for wealth, innovation, and investment opportunities. At the same time, evolving tax policies, regulatory changes, and shifting socio-political dynamics are influencing how individuals and businesses approach global mobility and wealth planning. The Outbound Investment USA Summit 2026 provides a powerful platform to understand these trends, connect with international experts, and explore strategic opportunities. For international participants, understanding U.S. entry requirements is also essential to ensure smooth participation.

Policy Shifts Driving New Opportunities

Policy Shifts Driving New Opportunities

Expected reductions in U.S. renunciation fees are lowering barriers, potentially increasing demand for expatriation services and global investment planning.

Increasing Need for Tax & Wealth Planning

Increasing Need for Tax & Wealth Planning

Citizenship-based taxation requires Americans to report worldwide income, creating strong demand for tax optimization and wealth protection solutions.

Growing Demand for Global Mobility

Growing Demand for Global Mobility

Political and social developments are accelerating interest in residency and citizenship-by-investment programs among high-net-worth individuals.

Access to the World’s Largest Wealth Market

Access to the World’s Largest Wealth Market

With over 22 million millionaires, the U.S. offers unmatched opportunities for investment migration, real estate, and financial services.

U.S. Entry Requirements

Generally, a citizen of a foreign country who wishes to enter the United States must first obtain a visa, either a nonimmigrant visa for a temporary stay, or an immigrant visa for permanent residence. Visitor visas are nonimmigrant visas for persons who want to enter the United States temporarily for business (visa category B-1), for tourism (visa category B-2), or for a combination of both purposes (B-1/B-2).

There are several steps to apply for a visa. The order of these steps and how you complete them may vary by U.S. Embassy or Consulate. Please consult the instructions on the U.S. Embassy or Consulate website.

For more information on how to apply for or renew a U.S. tourist visa, please log on the U.S. government’s official website.

Testimonials

What are attendees say?

Attending the America Outbound Summit 2023 has been a great experience. The professionalism of both speakers and visitors really stood out to me, while the engagement from the audience was profound during all presentations conducted. This has been a truly beneficial summit where the needs of any potential client wishing to consider an alternative residency and/or citizenship, are fully and sufficiently met.
Yiannos Trisokka
Yiannos Trisokka Group CEO & Founder, Velment
We had an absolute blast participating in the America Outbound Summit! The energy, the connections, and the memories created were truly unforgettable. A big shoutout to everyone who worked to make our presence at these events successful. And, of course, a heartfelt thank you to everyone who stopped by our booth, attended our sessions, or shared their enthusiasm with us. Until next year, America Outbound!
Cláudia Vasconcelos
Cláudia VasconcelosHead of Business Development, Newco
America Outbound is a great source to meet qualified developers and overseas solution providers. Through America Outbound, we were able to secure several lucrative partnerships that our American clients are now regularly investing with.
Mark Damsgaard
Mark DamsgaardFounder, Global Residence Index
Wonderful private reception, fine wine tasting, and dinner in SF were graciously hosted by Matthew Sumner from Outbound Investment Group, gathering veteran leaders in finance, after the insightful Summit at the Mark Hopkins in SF.
Jason Ma
Jason MaCEO ThreeEQ, Family Office Advisory
See More Testimonials
Summit Schedule

Conference Topics

The Outbound Investment USA Summit combines a dynamic B2B and B2C format, featuring expert sessions, interactive panels, and networking with top professionals in finance, tax, and cross-border planning. The day concludes with an exhibition, cocktail, and interactive dinner, offering strong opportunities to connect with both intermediaries and end clients.

Immigration by Investment

• Citizenship & residence planning as a tax planning tool
• Real estate market trends for HNWI.
• Second residency/citizenship for asset protection and preservation.
• Tax transparency and regulatory considerations in HNW migration.
• Citizenship vs. permanent residence by investment, programs and comparison.

Wealth Protection & Succession

• Inheritance strategies and estate planning for family wealth.
• Cross-border asset allocation and preservation.
• Family trust challenges for UHNWI.
• International tax planning and tax transparency updates.

Tax Planning

• Tax planning under a multijurisdictional context.
• FATCA/CRS updates and implications.
• Expatriation planning and execution.

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Speakers

Previous Speakers

Meet the experts and thought leaders who will share their insights and experiences. Our speakers bring a wealth of knowledge to help you stay informed and inspired throughout the event.

Angelo Robles

Founder & Chairman Robles Family Office & HoldCo

Guilherme Valadares Carreiro

Investment Professional Oxy Capital

Duarte Calheiros Menezes

Fund Manager & Partner BlueCrow Capital

Gonçalo Mendes Leal

Founding Partner NSMLawyers

Yassin Mohamdi

CEO and Managing Partner THE BUYERS CIRCLE

Blake Harris

Founding Principal Blake Harris Law

Pedro Lino

CEO and CIO Optimize Investment Partners SGOIC SA

Francisco Martins

Managing Partner ActiveCap

Nuno Serafim

Managing Partner 3 Comma Capital SCR

Vasilis Leivadas

Head of Business Development LUX&EASY

George Andreou

Sales Advisor BBF

Richard Hallam

CBI Director Ora Caribbean
Partners

Our Partners of 2025

We are proud to partner with leading organizations that support and enhance our event. Their commitment helps bring valuable opportunities and resources to all participants.

Gold

🇵🇹

Portugal
Ruby

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Greece
Ruby

🇬🇩

Grenada
Ruby

🇰🇳

St. Kitts & Nevis
Sapphire

🇵🇹

Portugal
Sapphire

🇵🇹

Portugal
Sapphire

🇵🇹

Portugal
Sapphire

🇵🇹

Portugal
Sapphire

🇵🇹

Portugal
Silver

🇨🇰

Cook Islands
Silver

🇺🇸

United States
Silver

🇦🇬

Antigua & Barbuda
Silver

🇰🇳

St. Kitts and Nevis
Silver

🇨🇦

Canada
Silver

🇱🇨

Saint Lucia
Official Portugal Language

🇭🇰

Hong Kong
Official Technology

🇬🇩

Grenada
Bronze

🇬🇩

Grenada
Bronze

🇺🇸

United States
Bronze Networking

🇲🇹

Malta
Bronze Networking

🇦🇬

Antigua & Barbuda
Titanium

🇨🇾

Cyprus
Titanium Networking

🇦🇪

United Arab Emirates
Exhibition

🇵🇹

Portugal
Exhibition

🇻🇬

British Virgin Islands
Exhibition

🇩🇲

Dominica
Wifi

🇨🇾

Cyprus
Patron

🇰🇳

Saint Kitts and Nevis
Patron

🇵🇹

Portugal
Patron

🇵🇹

Portugal
Patron

🇹🇨

Turks and Caicos Islands
Partners

🇺🇸

United States
Partners

🇺🇸

United States
Partners

🇦🇪

United Arab Emirates
Tickets

Conference Ticket Price

Get access to all sessions, networking opportunities, and exclusive events. Choose the ticket that best fits your needs and join us for an unforgettable experience.

Standard ticket

$2000
  • Conference & Exhibition
  • 4 Socials Events
  • Access to networking platform & mobile app
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Patron Sponsor Ticket

$3000
  • Conference & Exhibition
  • 4 Socials Events
  • your logo listed as a sponsor
  • Access to networking platform & mobile app
  • Access to match-making area and meeting tables
  • Full delegate list with all contact details provided after the event
Secure Your Spot
Faqs

Got Questions? We’ve Got Answers

How can I secure my place at the summit?

You can secure your place by selecting your preferred event on our website and completing the ticket purchase. Once confirmed, you will receive all event details via email.

You can secure your place by selecting your preferred event on our website and completing the ticket purchase. Once confirmed, you will receive all event details via email.

Our audience includes investors, entrepreneurs, wealth advisors, immigration specialists, corporate service providers, and private individuals exploring international opportunities.

Absolutely. Many attendees join as private individuals looking to explore global investment, residency, or wealth structuring opportunities.

View All FAQs

Since 2010, Outbound Investment Group has assisted government investment promotion agencies, corporate service providers, trust companies, law firms, real estate developers, immigration consultants and banks in all business development, advertisement and marketing areas.

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Rooms 05-15, 13A/F, South Tower, World Finance Centre, Harbour City, 17 Canton Road, Tsim Sha Tsui Kowloon Hong Kong

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© 2026 Outbound Investment Group.

Angelo Robles
Founder & Chairman
Robles Family Office & HoldCo

A Family Office Strategist and Futurist, Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change.

With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations.

Guilherme Valadares Carreiro
Partner
Oxy Capital

Guilherme is a Principal on the investment team, Head of the Golden Visa Initiatives, and sits onthe Investment Committee.

His transaction experience as a member of the Growth & Buyout investment team includes more than 10 deals in diversified sectors. For 2 years, Guilherme also played a crucial active role in the operational and financial restructuring process of an Industrial company with +€250M in Revenue. Since 2022, Guilherme has been leading the fundraising and execution efforts of Oxy Capital’s Golden Visa Funds (+60M€), having raised capital mostly from a diversified base of US private investors.

Before joining Oxy Capital in 2018, he worked as a Consultant for c.2 years as an Operational Consultant on the leading operational consulting firm in Europe, Kaizen Institute.

Guilherme holds a master’s degree in Industrial Engineering and Management from the Faculdade de Engenharia da Universidade do Porto (Portugal) and Technische Universität München (Germany).

Duarte Calheiros Menezes
Fund Manager & Partner
BlueCrow Capital

Duarte is currently a partner and fund manager at Bluecrow Capital, which he joined in 2014. With over fifteen years of experience in the financial sector, he is specialized in asset structuring and management, with extensive knowledge in venture capital and private equity fund management.

Duarte concluded his degree in economics and master’s in finance at Católica Lisbon School of Business & Economics, one of the best business schools in Europe, and acquired experience in futures and options trading throughout the first five years of his career, working in large companies like OSTC Group.

As an investment professional, had the privilege of achieving consistent results over the years, drawing upon his asset and risk management expertise, he strives to navigate volatile markets diligently, identifying opportunities that benefit clients and minimize risks. Since 2018 as a fund manager, Duarte has been fortunate to provide leadership that has exceeded performance targets, delivering impressive returns through well-tailored strategies, and contributing to notable growth and optimization of portfolios.

Since 2020 led a massive fundraising campaign for the Bluecrow Growth Fund and Innovation Fund Series, which raised an impressive sum of more than €100 million, he also led the establishment of critical operational functions for BlueCrow Capital, which simultaneously involved the creation of onboarding procedures that streamlined the process of raising new investors, ensuring the smooth running and performance of the investor relations department, always taking into consideration the process established by the legal department, ensuring compliance with regulatory standards and ethical practices.

Gonçalo Mendes Leal
Founding Partner
NSMLawyers

Gonçalo is the founding partner ofNSMLawyers, a law firm dedicated to providing integrated legal services regarding the relocation of individuals to Portugal.

With over 20 years of experience, Gonçalo is responsible for managing thousands of golden visa applications in Portugal, together with a specialized team of 20 lawyers.

NSMLawyers is recognized worldwide as one of the top immigration law firms in Portugal, assisting clients from 187 nationalities. The firm dedicates to golden visa, D7, digital nomad, tech visa, and all types of residency in Portugal.

Yassin Mohamdi
CEO and Managing Partner
THE BUYERS CIRCLE

Yassin Mohamdi is fluent in four languages, has had the honor of calling Paris, Marbella, and London his home over the years, and is now settled with family in Dubai – a true citizen of the world.

Mr. Mohamdi began his illustrious career with multinational conglomerates including ING Group and Caterpillar Financial until he discovered the power of Real Estate.

Having worked in Senior Management roles for over fifteen years, in some of the leading and most successful real estate brokerage firms globally, Mr. Mohamdi spent five of those years with property developer giant – DAMAC Properties – out of their London and Dubai offices, where he gracefully received recognition for his outstanding achievements and the prestigious award for Top Performer, Highest Single Value unit sold – leading to his admission to the 250 Million Club.

Mr. Mohamdi has personally guided private and institutional investors from different jurisdictions and countries worldwide, making successful and high-performing Real Estate investments, and currently garners one of the highest returning client ratios in the market.

A fully licensed international Real Estate professional, Mr. Mohamdi graduated from London Regents Business School in International Business and Marketing with Honors and is currently the CEO and Managing Partner of THE BUYERS CIRCLE – An international property investment and Real Estate brokerage firm that operates a multilingual, versatile and diverse team of like-minded professionals, straight from its global head offices in Dubai.

THE BUYERS CIRCLE provides direct access to exclusive developments worldwide and offers a turnkey service to those seeking premium ROI opportunities.

Blake Harris
Founding Principal
Blake Harris Law

Attorney Blake Harris is the founding principal of Blake Harris Law, specializing in offshore asset protection and serving clients worldwide. With extensive travel across over 45 countries, Blake has cultivated a robust global network, collaborating with trust companies, protectors, and bankers. An accomplished author and international speaker, he has educated numerous attorneys and other professionals through his continuing legal education lectures on asset protection and offshore planning.

Blake’s insights have been featured in prominent national publications, including Forbes and ABC, NBC, CBS, Fox News, and MarketWatch, establishing him as a trusted voice in the industry. He has also amassed hundreds of thousands of social media followers, further amplifying his influence.

He is an AV® PreeminentTM-rated attorney and has been featured in publications like Forbes, ABC, NBC, CBS, Fox News, and MarketWatch.

Recognized as a “Rising Star” by Super Lawyers Magazine for five consecutive years and holding the AV® PreeminentTM Attorney designation, Blake exemplifies excellence in his field. Blake is a member of the American Bar Association, the International Bar Association, the Florida Bar, and the Colorado Bar.

A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.

Pedro Lino
CEO and CIO
Optimize Investment Partners SGOIC SA

Pedro Lino is the CEO and Chief Investment Officer at Optimize Investment Partners, SGOIC SA, a leading asset management company in Portugal, where he plays a pivotal role in shaping investment strategies.

His passion for financial markets started early—by the age of 9, he was already tracking stock quotes on TV, and at 16, he made his first investments. At 26, he acquired a stake in a Portuguese brokerage, which he successfully sold in 2021.

Pedro is a Chartered Accountant, an Economist, and a founding member of the Portuguese Observatory of Compliance and Regulation (OPCR). He is also a member of the prestigious Portuguese Diaspora Council, under the High Patronage of the President of the Republic.

A graduate of Economics from Nova School of Business and Economics (1998), Pedro is a recognized voice in the financial industry. He writes a biweekly opinion column for Jornal Económico is a frequent commentator on television, radio, and digital platforms, where he shares insights on economic and financial matters.

Francisco Martins
Managing Partner
ActiveCap

Francisco has over 17 years of experience in the fields of private equity, asset management, and capital markets in Europe, the US, and Africa.

Francisco is Managing Partner at ActiveCap a Portuguese reference private equity firm investing in companies with a growth-oriented strategy. ActiveCap’s team track record over the years has enabled the firm to become a trusted partner for Institutional Investors and High Net Worth Individuals across multiple geographies.

He started his career investing in small and medium capitalizations in Portugal at F&C Investments a leading UK asset manager.

Previously, he was a Director at ThirdWay Partners, an investment and advisory firm, and worked at the Global Funding department at American Express in New York.

Francisco holds a Degree in Economics from Nova SBE and an MBA from the Darden School of Business at the University of Virginia.

Nuno Serafim
Managing Partner
3 Comma Capital SCR

Nuno Serafim is a seasoned financial executive with over 25 years of experience in the asset management industry. He is the founder of 3 Comma Capital, a company he established in 2022 alongside Robert and Patrick Hable. Prior to this venture, Nuno served as a board member and Chief Investment Officer (CIO) at IM Gestão de Ativos (IMGA), the second-largest asset manager in Portugal, where he oversaw €3.4 billion in Assets under Management (AuM).

Nuno’s extensive career includes significant leadership roles in various reputable financial institutions. At Millenniumbcp/IMGA Asset Management, the largest independent asset manager in Portugal, he was a board member and CIO, where he made substantial contributions to the firm’s growth and investment strategies. Before his tenure at IMGA, Nuno was the Head of Iberia at IG Markets, where he managed operations and market strategies across the Iberian Peninsula. He also held the position of Head of Portfolio Management at Espírito Santo Investment, further solidifying his expertise in investment management.

Throughout his career, Nuno has demonstrated exceptional leadership and a profound understanding of financial markets, consistently delivering superior investment performance and strategic growth. His experience and insights have made him a respected figure in the financial industry, known for his innovative approaches and commitment to excellence.

Nuno holds a key role in shaping the future of asset management through his work at 3 Comma Capital, where he continues to drive forward-thinking investment solutions and strategies.

George Andreou
Sales Advisor
BBF

George Andreou is a dedicated real estate professional and Sales Advisor at BBF, one of Cyprus’s leading developers. With a strong background in residential and commercial property investments, he works closely with international investors, guiding them through the opportunities that Cyprus has to offer.

As a native Cypriot, George deeply understands the country’s real estate landscape and economic potential. He specialises in market analysis, investment strategy, and negotiation, helping clients navigate an evolving market with confidence. His approach is centered on delivering long-term value, ensuring investors make well-informed decisions based on market trends and growth potential.

At BBF, George plays a key role in engaging with business leaders, institutional investors, and individuals seeking premium real estate opportunities. He believes in building lasting relationships based on trust, transparency, and a deep understanding of investor priorities.

At the US exhibition, George will share insights into Cyprus’ dynamic real estate market, highlighting why the island continues to attract international investors. He will offer a clear perspective on the advantages of investing in Cyprus, from its strategic location to its growing economy and strong real estate fundamentals.

Richard Hallam
CBI Director
Ora Caribbean

Richard Hallam is a dual citizen of Grenada and Great Britain. His 30 years work experience has taken him to every continent, but his current home-base for the last 17 years is on the Caribbean island of Grenada. Originally a hotelier, Richard branched out into development, real estate and more recently; business advisory.

He has played a multi faceted role in the development scene of Grenada, working initially in the acquisition and development of multi-use projects and later with government and developers in the creation of the Grenada CBI (Citizenship-By-Investment) program as a Special Advisor to the Inward Investment Office.

Richard has seen a Caribbean CBI program from concept to operation and worked alongside government, CIU offices, agents and developers. He is an Approved Marketing Agent of the Grenada CBI program and has direct, insider, on island knowledge and close working relationships with all major developers and local agents. He currently holds the position of CBI Director for Ora Caribbean – Developers of Silversands Grenada, Silversands Beach House and their latest project – Silversands Morne Rouge.