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Outbound Summit
USA 2026

New York Hilton Midtown - September 24th - 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

Increased taxes in New York, ICE enforcement, shortfalls in healthcare services and astronomical education costs are a few of the reasons Americans have surged to the #1 spot for golden visa applications globally.

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 visit the U.S. government’s official website.

Testimonials

What do 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.

Secure Your Spot
Venue & Accommodation

New York Hilton Midtown

Address:
1335 Avenue of the Americas, New York, NY 10019, USA

Accommodation is available through the official Outbound Investment room-block booking link for stays between 23–26 September 2026. Room rates are subject to availability and may vary depending on the selected dates and length of stay.

We encourage delegates to stay at the New York Hilton Midtown to enjoy convenient access to all summit sessions, networking events, and delegate activities. Reservations remain open while room inventory is available, and early booking is recommended.

For booking assistance, please contact [email protected] or +1 212-586-7000.

CHECK AVAILABILITY & BOOK NOW
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Speakers

Our 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.

Fernando Leony

Director of International Distribution
Heed Capital

Eric Hui Li

Founder and Managing Director
Hellenic Investment Fund Co IKE (HIF)

Ronald Li

Director of Strategic Partnerships (APAC)
Nauru Economic

Charlie Maggi

Founder and CEO
The Open World and France IDEA

His Excellency Calvin St. Juste

Executive Chairman 
St. Kitts and Nevis Citizenship Unit

Mc Claude Emmanuel

Chief Executive Officer (CEO)
Citizenship by Investment Unit (CIU)
Partners

Our Partners of 2026

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.

Platinum Partner

🇰🇳

Saint Kitts and Nevis
Gold Partner

🇵🇹

Portugal
Gold Partner

🇵🇹

Portugal
Pavilion Partner

🇲🇹

Malta
Pavilion Partner

🇲🇹

Malta
Silver Partner

🇰🇳

Saint Kitts and Nevis
Silver Partner

🇱🇨

Saint Lucia
Silver Partner

🇵🇹

Portugal
Silver Partner

🇬🇧

United Kingdom
Silver Partner

🇨🇦

Canada
Silver Partner

🇻🇬

British Virgin Islands
Sapphire Partner

🇵🇹

Portugal
Sapphire Partner

🇵🇹

Portugal
Sapphire Partner

🇳🇿

New Zealand
Bronze Partner

🇫🇷

France
Bronze Partner

🇬🇩

Grenada
Bronze Partner

🇲🇹

Malta
Bronze Partner

🇳🇿

New Zealand
Bronze Partner

🇲🇹

Malta
Bronze Partner

🇵🇦

Panama
Bronze Partner

🇬🇩

Grenada
Titanium Partner

🇬🇧

United Kingdom
Networking Cocktail Partner

🇬🇷

Greece
Exhibition Partner

🇦🇬

Antigua and Barbuda
Exhibition Partner

🇬🇷

Greece
Exhibition Partner

🇩🇲

Dominica
Exhibition Partner

🇵🇹

Portugal
Networking Partner

🇵🇹

Portugal
Patron Partner

🇱🇨

Saint Lucia
Patron Partner

🇵🇹

Portugal
Patron Partner

🇮🇹

Italy
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 Social Events
  • Access to networking platform & mobile app
Secure Your Spot

Patron Sponsor Ticket

$3000
  • Conference & Exhibition
  • 4 Social Events
  • Access to networking platform & mobile app
  • Your logo listed as a sponsor
  • 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.

Yes, attendance requires a paid ticket. We offer Standard and Patron Sponsor options, each with different levels of access and benefits. You can view pricing and secure your spot directly on our website.

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.

Upcoming Events

About

WORK WITH US

Address

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.

Fernando Leony

Director of International Distribution
Heed Capital

Fernando Leony holds a Law degree from the University of Lisbon and a postgraduate qualification in Financial Analysis from ISEG. His professional career has been centred on advising international investors and expatriates seeking residency solutions in Portugal, with a particular focus on investment-based immigration and cross-border wealth planning.
 
Over the years, Fernando has worked directly with more than 100 international clients from a wide range of jurisdictions, guiding them through the Portuguese Golden Visa process and helping them navigate the legal, regulatory and investment aspects of relocating to Portugal. He has developed extensive expertise in Golden Visa-eligible investment funds, working closely with investors, immigration advisers, family offices and financial intermediaries to structure solutions that align with both residency objectives and long-term investment goals.
 
His combined legal and financial background enables him to bridge the gap between immigration requirements and investment strategy, providing international clients with practical guidance throughout the entire investment journey. Fernando has also built strong relationships with global partners in the Residency and Citizenship by Investment (RCBI) industry, contributing to the development of strategic distribution networks across multiple markets.
 
In April 2026, Fernando joined Heed Capital as Director of International Distribution, where he is responsible for expanding the firm’s international presence and promoting Golden Visa-eligible investment solutions to investors and strategic partners worldwide.

Eric Hui Li

Founder and Managing Director
Hellenic Investment Fund Co IKE (HIF)

Li Hui (Eric) is the Founder and Managing Director of Hellenic Investment Fund Co IKE (HIF), a real estate developer headquartered in Athens, Greece. Under his leadership, HIF has established itself as a trusted partner in the Greek investment and Golden Visa market, focusing on delivering long-term value, exceptional client experiences, and sustainable growth for both B2B partners and international investors.
 
Eric brings with him extensive international experience across multiple industries, including investment banking with a specialization in Mergers and Acquisitions (M&A), real estate development, education consulting, and business coaching and mentoring. His diverse background and entrepreneurial vision have enabled him to bridge global opportunities with local expertise, creating innovative investment solutions tailored to the needs of international markets.
 
A true global citizen and seasoned traveler, Eric is passionate about building meaningful relationships and fostering mutually beneficial partnerships across different cultures and industries. He strongly believes that success is built on trust, collaboration, and the ability to adapt to an ever-changing world.
 
Known for his optimistic mindset, resilience, and forward-thinking approach, Eric continues to inspire those around him with his belief that challenges create opportunities. His energy, determination, and positive outlook have been instrumental in driving HIF’s growth and positioning the company as an emerging player in the international real estate investment sector.

Ronald Li

Director of Strategic Partnerships (APAC)
Nauru Economic

Ronald Li is Director of Strategic Partnerships (APAC) of the Nauru Economic and Climate Resilience Citizenship Program. In this role, he oversees the partnerships with licensed agents and strategic partners of Nauru Program Office in APAC to ensure it is run effectively and to the highest standard. Ronald has extensive experience in built environment and impact, specialising in real estate asset management, smart city and climate tech.

He is an chartered surveyor, Unreasonable fellow, fellow of the Royal Society of Arts (FRSA) and assessor for the Royal Institution of Chartered Surveyors (RICS). He sits on the Urban Land Institute (ULI) Hong Kong NEXT committee as well as advisory councils/panels of WELL Building Standard, MIT Technology Review and Harvard Business Review.

Ronald can be found at real estate, ESG and impact events. He is an aficionado of horology and mid-century furniture who loves travelling and film.

Charlie Maggi

Founder and CEO
The Open World and France IDEA

Charlie Maggi is the Founder and CEO of The Open World, an international immigration and investment advisory firm based in Dubai, and the Founder of France IDEA — Investissement pour le Développement, l’Emploi et l’Attractivité.

France IDEA connects qualified international investors with direct investment opportunities in established French companies and economic projects. Its model is structured around the French Talent Passport for direct economic investors and seeks to channel international capital into the real economy while supporting business development and employment in France.

Charlie specialises in investment migration, cross-border business development and the structuring of international distribution networks. Before establishing The Open World, he spent more than 12 years working in Greater China, where he held senior management and business development roles across the luxury, industrial and international trade sectors. His career has given him extensive experience working with entrepreneurs, investors and companies across Europe, Asia and the Middle East.

He holds academic and executive qualifications from ESSEC Business School, HEC Paris, Florida International University and Shanghai Jiao Tong University. He speaks French, English and Mandarin Chinese and has working knowledge of Portuguese and Russian.

Through France IDEA, Charlie collaborates with legal, immigration, financial and corporate professionals to build a compliant bridge between international investor demand and the financing needs of French businesses. His work focuses on developing an investment migration model that creates measurable economic value for investors, companies and the French economy.

His Excellency Calvin St. Juste

Executive Chairman 
St. Kitts and Nevis Citizenship Unit

H.E. Calvin St. Juste is the Honorary Special Envoy for Investment, Development, and International Business Relations for St. Kitts and Nevis. A seasoned Wall Street executive with over 25 years of experience, he has held senior leadership roles across financial services, telecommunications, and telemedicine.
 
As former Global Chief Operating Officer (COO) and Head of Global Strategy for Morgan Stanley Wealth Management’s Financial Wellness division, he led teams delivering financial solutions to Fortune 100 companies and their C-suite executives. He also served as COO for Global Fraud and Cybersecurity, leading initiatives to protect the firm’s assets and clients from cyber threats and fraud.
 
A former Central Banker, H.E. St. Juste has also held executive positions at JP Morgan’s Investment Banking and Private Banking divisions, managing teams serving high-net-worth international clients. His leadership in building high-performing teams earned him the prestigious Stevie® Awards for excellence in customer service and operational efficiency.
 
Most recently, he served as Global Audit Head of Technology Enablement at T. Rowe Price, a US$2 trillion asset management firm, providing leadership in governance, risk management, generative AI, and data analytics.
 
Beyond his corporate career, H.E. St. Juste is a Lean Six Sigma Black Belt, board advisor, and recognised thought leader in process improvement and financial strategy. He holds degrees from Goldey-Beacom College and Stevens Institute of Technology, an Executive Management Certificate from Wharton Business School, and is a frequent speaker at global events.

Mc Claude Emmanuel

Chief Executive Officer (CEO)
Citizenship by Investment Unit (CIU)

Mc Claude Emmanuel serves as the Chief Executive Officer (CEO) of the Citizenship by Investment Unit (CIU) of Saint Lucia, providing strategic leadership for the administration and continued development of the country’s Citizenship by Investment Programme.

With more than a decade of executive leadership experience across the public and private sectors, Mr. Emmanuel has built expertise in organizational transformation, strategic planning, operational excellence, and sustainable growth. He holds a Bachelor of Science in Economics and Business Management from the University of the West Indies and an MBA in Marketing from King Graduate School. He is also a certified Project Management Professional (PMP) and Business Professional in Marketing.

Throughout his career, Mr. Emmanuel has held senior leadership roles in telecommunications, media, marketing, and human resource development. His previous positions include Human Resources Project Officer at LUCELEC, General Manager of Radio St. Lucia Company Ltd. and McDowell Broadcasting Ltd., and senior marketing and mobile leadership roles at Cable & Wireless (St. Lucia).

As CEO of the CIU, Mr. Emmanuel oversees the Unit’s strategic direction, operations, governance, and service delivery, leading a multidisciplinary team of approximately forty professionals. He is focused on strengthening compliance, transparency, due diligence, risk management, digital transformation, and operational efficiency.

Through collaboration, innovation, accountability, and strong international partnerships, Mr. Emmanuel is committed to positioning Saint Lucia as a trusted destination for reputable global investors while ensuring that the Citizenship by Investment Programme delivers sustainable, long-term value to the people of Saint Lucia.