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Discover the Johannesburg Event

Agenda & Speakers

Experience insightful discussions, expert-led panels, and cutting-edge strategies from industry pioneers at the Outbound Investment Summit – Cape Town City.

Join world-class finance, legal, real estate, and investment professionals as they share groundbreaking insights into cross-border wealth management, global mobility, asset protection, and risk mitigation.

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Full Video

Key Highlights

Days
Hours
Minutes
Seconds
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Exclusive Keynotes

Learn from internationally renowned speakers shaping global investment trends.

Expert-Led Panels

Gain insights into cross-border finance, tax structuring, and regulatory compliance.

Strategic Networking

Connect with top-tier investors, family offices, and wealth managers to explore business opportunities.

Industry Case Studies

Real-world applications of multi-jurisdictional financial planning and risk management.

Agenda Overview

October 17: Outbound Investment Networking Breakfast Cape Town 2025

Registration & Business Breakfast

Registration & Business Breakfast Opens At 8:30

Welcoming Remarks

Welcoming Remarks from 9:50 to 10:00

Host Sponsor Presentation

 Host Sponsor Presentation At 10:00 to 10:10

Panel Discussion 1

Empowering South African Wealthy with Greater Global Mobility

Discussion Topics：
• How have recent migration patterns evolved across South Africa, and what key factors are propelling these changes?
• 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?
• 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?
• What unique hurdles or barriers must advisors account for when guiding South African investors through relocation or immigration decisions?

Panel Discussion 2

Safeguarding Your Financial Future: The Key to Protecting and Preserving Your
Wealth

Discussion Topics:
• What are the key drivers leading African-based clients to safeguard their assets? How are these fueling the growing demand for offshore wealth planning?
• What unique advantages do cross-border asset protection structures provide in addressing client requirements?
• 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?

Networking Coffee Break

Networking Coffee Break From 11:10 to 12:00

Speakers

Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Charmaine Quinland-Donovan

CEO
Citizenship by Investment Unit Antigua & Barbuda

Kevin Hosam

Founder & Chairman
EC Holdings

Ahmed Abbassi

CEO & Founder
Greca Homes

Chad Fraser

Founder and Chief Executive Officer
Sonover

Calvin St Juste

Executive Chairman of Citizenship by Investment Unit
St. Kitts and Nevis

Fatma Cayir

Founder
Bridge Partners

James Muscat Azzopardi

Partner
MA&A Advocates

Vicky Spiteri

Head of Marketing & Business Development
Residency Malta

Nicholas Jones Juma

Director of Strategic Partnerships
Nauru Program

Michelle Phillips

Tax Attorney
Tax Consulting South Africa

Anne Klein

Founder
LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern

Alyssa Alken

Senior Sales Advisor
bbf:

Almar Sazinie Gumbo

Admitted Attorney / Fiduciary Specialist
Lazzara Leicher Inc.

Vasilis Leivadas

Head of Business Development
LUX&EASY

Pierre du Toit

Managing Director
Pierre du Toit Incorporated Attorneys

Phil Le Feuvre

Head of Wealth Management and Employee Benefits
Mont Blanc Financial Services

Roksoliana Melnyk

Founder and CEO 
Emerald Group

Andrew Wellsted

Director Tax
OWP Partner

Francisco Sousa Louro

Investment Professional
BlueCrow Capital

Christina Tabacco

Director of International Business Development
Golden Gate Global

Martin Riekert

Chief Commercial Officer
Momentum Investments (South Africa)

Janeen van Heerden

Head of Business Development
Momentum Securities

Kapil Joshi

Managing Director
Momentum Wealth Management

Florbela Yates

Managing Director
Equilibrium Investment Management (Pty) Ltd

Thabo Maphosa

Senior Business Consultant 
Creative Zone

Dev Mitra

Managing Partner
Matrix Venture Studio

What Our Attendees Say

Checkout some of the posts from our previous events attendees.

Shape the Future at Outbound Investment Summit 2025

Are you a thought leader, industry expert, or game-changer in global investments, cross-border finance, or wealth management? The 2025 Call for Speakers is now open!

We’re bringing together visionary professionals, top investors, and global decision-makers to explore cutting-edge strategies in:

  • Wealth Preservation & Succession Planning
  • Residency & Citizenship by Investment
  • Cross-Border Financial Structuring
  • Legal Risk & Compliance
  • Emerging Market Investment Trends

Be part of the conversation that shapes the future of international investments.
Share your insights, present groundbreaking case studies, and contribute to industry-shaping discussions.

Become a speaker

Don’t miss the opportunity to participate in the most anticipated event of the year!

Join top-tier investors, global financial experts, and industry pioneers for an exclusive, high-impact summit that will redefine the future of outbound investments.

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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.

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Pedro Lino holds the position of CEO and Chairman of the Board of Directors in two financial companies, Optimize Investment Partners, SGOIC SA, and Optimize SICAV, two asset management Companies domiciled in Portugal and Luxembourg, respectively, where he is the Co-Chief Investment Officer.

His interest in financial markets began at an early age. At 9 years old, he was already following stock quotes on television, and he began investing in financial markets at the age of 16. Ten years later, he acquired a stake in a Portuguese broker company, that sold in 2021.

Between January 2017 and August 2021, he served on the Board of Directors of DIF Markets – Agente de Valores, based in Uruguay, which was acquired from Saxo Bank A/S.

In October 2018, he joined Optimize Investment Partners as an Executive Director and currently serves as Chairman of the Board of Directors. In 2020, he was elected President of Optimize SICAV, based in Luxembourg.

Pedro Lino is a member of the Order of Chartered Accountants, the Order of Economists, a founding member of OPCR – Portuguese Observatory of Compliance and Regulatory, Association, and a member of the Portuguese Diaspora Council, founded under the High Patronage of the President of the Republic.

He graduated in Economics from Nova School of Business and Economics in 1998. Pedro Lino writes a biweekly opinion article for Jornal Económico and frequently participates in various media outlets, including television, radio, and digital platforms, discussing economic and financial topics.

Charmaine Quinland-Donovan

CEO
Citizenship by Investment Unit Antigua & Barbuda

Mrs. Charmaine Quinland-Donovan holds the distinction of being the first national of Antigua and Barbuda and first woman to head the country’s Citizenship by Investment Unit (CIU). 

Her appointment as Chief Executive Officer took effect on March 27th,  2017. 

Prior to this recent appointment, Charmaine served in the CIU in three prominent capacities; Chief Compliance Officer, Chief Operating Officer and Acting Chief Executive Officer. She was instrumental in shaping and implementing policies and procedures from the establishment of the Unit and making necessary enhancements in response to changes in the industry.  

Charmaine holds a BSc with first-class honours from the University of the West Indies. She is also a Chartered Director and a Certified Anti-Money Laundering  Specialist.  

Charmaine’s employment history includes her almost nine-year tenure at the  Eastern Caribbean Central Bank, where she served as Bank Examiner,  supervised licensed financial institutions in the Eastern Caribbean Currency Union (ECCU), led examination teams and served the Eastern Caribbean  Securities Regulatory Commission. She has also worked at the Bank of Nova  Scotia, where she was Senior Manager of Compliance for the Eastern Caribbean  Region, responsible for AML/CFT and regulatory compliance for nine countries, including seven (7) countries of the ECCU, Barbados and St. Maarten

Kevin Hosam

Founder & Chairman
EC Holdings

A local citizen of Antigua and Barbuda, Kevin Hosam has been a CBI practitioner for 8 years. In 2015 he founded Exclusive Concierge (Antigua Barbuda), the predecessor of EC Holdings. He became a licensed agent and an authorized representative of the citizenship by investment unit in Antigua & Barbuda. He is also a licensed marketing agent in neighboring St. Kitts and Nevis and in St. Lucia. He brings a vast amount of experience in the Caribbean real estate market. Having successfully partnered with several developers to develop numerous CBI real estate projects fully. Kevin’s vast experience in the investment migration industry has made him a frequent contributor, presenter, panelist, and workshop facilitator at global Immigration and Real Estate conferences. Kevin graduated from George Brown College in Toronto, Canada, and now resides in Antigua & Barbuda where he is a citizen.

Ahmed Abbassi

CEO & Founder
Greca Homes

As South Africans explore strategic pathways to Europe, Greece stands out as a gateway to long-term security, lifestyle, and opportunity.

Through the Greek Golden Visa, investors not only gain Permanent Residency in one of Europe’s most desirable destinations—they also unlock the wider benefits of the European Union.

Greece offers stability, mobility, and a Mediterranean lifestyle that complements smart investment decisions. Greca Developments introduces a fresh horizon for South African investors—one where the return goes beyond numbers and strong rental yields

It’s about value, access to the EU, and freedom.

Chad Fraser

Founder and Chief Executive Officer
Sonover

Chad Fraser is the Founder and Chief Executive Officer of Sonover, the “Simply Unorthodox” software company redefining digital transformation across the Caribbean. With more than 15 years of experience in ICT, Chad has built a reputation as a visionary entrepreneur whose leadership fuses technical expertise with a deep commitment to social impact.

Together with his team, Chad has delivered some of Grenada’s most important digital systems. They developed the Tourism Intelligence Solution for the Grenada Tourism Authority, giving the nation real-time insights to drive smarter destination marketing. They designed the Citizenship by Investment application platform, which digitised one of Grenada’s most vital economic programs, and built the Boatyard Operations System for Grenada Marine, transforming yacht and boatyard management.

Chad also championed the launch of SFIN, a mobile lending platform that expands access to credit and strengthens financial inclusion for underserved communities. His entrepreneurial vision extends further through Saturn, a next-generation cloud platform that automates workflows and secures data, and Sonover ATOM, an IoT and big-data engine designed to power smarter connectivity and decision-making for industries of the future.

Recognised with awards for excellence in digital innovation, Chad is passionate about empowering youth, nurturing local talent, and leveraging technology as a catalyst for opportunity, growth, and sustainable development across the Caribbean and beyond.

Calvin St Juste

Executive Chairman of Citizenship by Investment Unit
St. Kitts and Nevis

Calvin St Juste is the Executive Chairman of the St. Kitts and Nevis Citizenship by Investment (CBI) Unit, which is the statutory body that governs the St. Kitts and Nevis CBI Programme. He is the honorary Special Envoy for Investment, Development, and International Business Relations for St. Kitts and Nevis. With over 25 years of experience across industries such as financial services, telecommunications, and telemedicine, he is a seasoned Wall Street executive. Previously, he was the Global Chief Operating Officer (COO) and Head of Global Strategy at Morgan Stanley Wealth Management’s Financial Wellness division, where he led a team offering solutions to Fortune 100 companies. He also served as COO for Global Fraud and Cybersecurity, safeguarding the firm’s assets from cyber threats.

Mr St. Juste has held executive roles at JP Morgan, managing teams that served high-net-worth clients, and earned the Stevie® Awards for his leadership. At T. Rowe Price, he was the Global Audit Head of Technology Enablement, overseeing governance and the integration of generative AI and data analytics.

Outside of corporate roles, Mr St. Juste is a Lean Six Sigma practitioner and strategist in process improvement. He serves on multiple boards, including as Chairman of the Supervisory Board for a US-based Credit Union with over $1 billion in assets and as a Board Advisor at Stevens Institute of Technology. He holds a bachelor’s degree from Goldey-Beacom College, a Master’s in Global Innovation Management from Stevens Institute of Technology, and an Executive Management Certificate from Wharton. He is also Six Sigma Black Belt-certified and a frequent speaker at global events.

Fatma Cayir

Founder
Bridge Partners

Fatma Cayir is an immigration lawyer with over 20 years of experience advising both private clients and corporate institutions on UK immigration. As founder of Bridge Partners, Fatma has built a practice recognised for advising clients on relocation, settlement, and long-term mobility planning in the UK. Over the course of her career, she has worked with an international client base spanning multiple industries and regions, giving her a broad perspective on the challenges and opportunities that global mobility presents. Combining deep knowledge of the UK immigration system with a strategic, client-focused approach, she is recognised for providing clear, practical solutions tailored to the unique circumstances of her clients.

James Muscat Azzopardi

Partner
MA&A Advocates

Dr James Muscat Azzopardi is based in Malta and is an official Authorised Agent for Malta’s citizenship and residence programmes. With 20 years of experience as a partner in one of Malta’s leading commercial law firms, Muscat Azzopardi and Associates, Dr Muscat Azzopardi advises a global clientele of high-net-worth individuals on complex issues relating to the correct choice of second citizenship or residence within the European Union. He also advises a range of corporate international clients including multinational corporations, banks, investment funds and online gaming companies.

Dr Muscat Azzopardi is also a partner in Credence, an advisory firm that offers a range of corporate solutions in Malta including trading and holding companies and trusts.

Dr Muscat Azzopardi is a tutor and a supervisor at the University of Malta and a founding member of the Maltese-Spanish Chamber of Commerce.

Vicky Spiteri

Head of Marketing & Business Development
Residency Malta

Vicky Spiteri is Head of Marketing and Business Development at Residency Malta Agency, where she has been a member of the team since 2018. She leads the promotion and positioning of Malta’s Residency by Investment (RBI) programme, as well as the Agency’s other residency solutions, in international markets. With a background spanning marketing, communications, PR and media relations, Vicky has worked with local businesses, global brands and financial institutions, bringing a wealth of expertise in integrated marketing strategy to her role. Vicky’s team helps shape the visibility and reputation of Malta’s residency offering. Vicky holds a BA in Community Studies, an MA (Qual) in Communications, and an MA in Philosophy from the University of Malta.

Nicholas Jones Juma

Director of Strategic Partnerships
Nauru Program

Nicholas has recently joined the Nauru Economic and Climate Resilience Citizenship Program, working closely with leading Investment Migration agents and specialists in EMEA and the Americas. Funds raised through the Nauru Program will contribute toward National Development Programs aimed at supporting local communities mitigate the impact of climate change on their island. Nicholas has a strong background in investment attraction, economic development and philanthropy gained at New Zealand and Dubai Governments.

Michelle Phillips

Tax Attorney
Tax Consulting South Africa

Michelle Phillips acquired her LLB from UNISA, and is an Admitted Attorney of the High Court of South Africa. She obtained a Post-Graduate Diploma in International Economic Law through the University of the Witwatersrand in 2023. As part of the legal team at Tax Consulting, Michelle assists her clients with exchange control, commercial tax and related technical areas, including SARB and SARS engagement and ancillary matters thereto.

Anne Klein

Founder
LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern

Anne is a highly qualified professional with a BJuris and LLB degrees, recognized as a non-practicing attorney, notary, and conveyancer. She holds a Certificate in Advanced Trust Law from the University of Pretoria, completed an Estate Duty course with the late Mrs. Ina Marx, and is a Qualified Family Office Professional (QFOP) from the Family Office Club in the USA.

Her career began in the 1990s, initially working as a prosecutor and examiner for the Department of Justice. Anne has since gained significant experience in prominent organizations, including a leading South African law firm, an international audit firm, a global multi-family office, and a bank.

Passionate about philanthropy, she recently contributed to a global publication on family philanthropy and has arranged multiple international events. In April 2024, she launched her Private Office Platform to create solutions that foster intergenerational family success and is a co-author of “Switching Billion-Dollar Conversation Lines, Family Offices and Multi-Generational Success” with Brian DeLucia, from Arrivato LLC in the US.

Alyssa Alken

Senior Sales Advisor
bbf:

Alyssa Alken is a Senior Sales Advisor at bbf:, one of the leading property developers in Cyprus. With over 20 years of experience in international real estate — including the last 10 years dedicated to bbf: — Alyssa has developed deep expertise in working with high-net-worth individuals and international investors from across Europe, the Middle East, and Asia.

She plays a key role in guiding clients through Cyprus’s dynamic and evolving property market, offering strategic insights, tailored investment solutions, and an in-depth understanding of the legal and regulatory landscape. Alyssa’s strong track record and client-focused approach have made her a trusted advisor to those seeking both lifestyle and return-driven investments.

At the Outbound Investment South Africa Summit, Alyssa will share expert insights into Cyprus’ investment potential, highlighting the island’s advantages as an EU member state, its favourable tax environment, and its growing appeal among international investors.

Almar Sazinie Gumbo

Admitted Attorney / Fiduciary Specialist
Lazzara Leicher Inc.

Almar Gumbo is an admitted Attorney and fiduciary specialist with extensive experience in Estate administration, Trust administration, Wills drafting, curatorships and legal advisory. Almar holds an LLB and a Postgraduate Diploma in Tax Law, a Certificate in Deceased Estates, and is currently pursuing her Master of Business Administration. She combines legal expertise with practical client experience, bringing a fresh and technical perspective to the evolving landscape of wealth and legacy planning.

In addition to legal practice, Almar is passionate about public legal education and youth development. A passionate speaker and media commentator, Almar is currently hosting a limited series on estate planning and administration on one of South Africa’s largest community radio stations, and has provided estate planning and succession commentary on national radio stations such as Radio 702, Channel Africa, and Radio 2000. Almar has served as a speaker at the 9th Annual Cross-Border Considerations for Advisors conference, the “I am Lady Justice” workshops hosted by the Sister in Law NPO, participated in the Department of Justice’s Wills Week initiative, and judged the 2024 Eskom Expo for Young Scientists. She is also a contributing author to GRAD, a student success publication supported by Capitec Bank.

Vasilis Leivadas

Head of Business Development
LUX&EASY

Vasilis Leivadas grew up in Athens in the 90s. He obtained the MEng Electronic Engineering degree from the University of Southampton in the UK. He spent his early career working for organisations like Microchip, Vivoplex, and The Wednesday Group. His leadership skills led him to the position of Head of Digital at the latter company. Throughout these early years, he developed valuable software development, design, and problem-solving Skills.

Vasilis’s entrepreneurial passion guided him in chasing a more business-oriented opportunity. Thus, he started a rotation program with NOVA Construction, the leading Residential Real Estate Development company in Greece, going through the company’s construction and commerce departments.

He’s currently heading the Business Development department and is responsible for the company’s overseas business expansion plans, international sales and branding, network growth and more. Within 2 years, he has achieved the creation of strategic partnerships across more than 40 countries with a revenue growth of 50M €.

In his leisure time, you may find him reading books, playing Beach Volleyball and exploring innovative products and business ideas. His diverse experiences and achievements reflect a multifaceted individual with a deep passion for technology, entrepreneurship, and making a positive impact on the world.

Pierre du Toit

Managing Director
Pierre du Toit Incorporated Attorneys

Pierre is a practicing attorney and managing director of Pierre du Toit Attorneys, based in Sandton, Johannesburg, South Africa. 

Pierre works with multi-national multi-billion ZAR organisations and family offices and has experience in multiple jurisdictions on a broad variety of matters. 

Pierre has handled multi-national commercial transactions with an emphasis on generational structuring. Pierre has assisted family offices and organisations with global expansions and successfully implemented cross-border initiatives and strategies.

Pierre attended Harvard Business School in Boston, USA, where Pierre completed a course on Family Office Wealth Management. 

Pierre works closely with Mont Blanc Financial Services in the Family Office Services Department, wherein MBFS and Pierre are actively assisting family offices, HNWI and organisations with, amongst others, general structuring needs, investments, deal advisory, and turnkey family office support. 

Pierre and MBFS hold deep experience in navigating the age-old question of – How to best protect money from people and people from money, whilst jointly achieving wealth generational transfer ideals and enabling individual autonomy of successors in a balanced environment.

Phil Le Feuvre

Head of Wealth Management and Employee Benefits
Mont Blanc Financial Services

Phil Le Feuvre has spent forty-six years in the financial services industry. Although originally from Jersey in the Channel Islands, he has lived in both Kenya and South Africa. At present he is the Head of Wealth Management and Employee Benefits at Mont Blanc Financial Services. He is a Key Individual and Pension Fund Trustee.

Phil holds a Post Graduate degree in financial planning and is a graduate of the University of the Free State. He is also a member of the Institute of Retirement Funds Africa and the Investment Analysts Society of South Africa.

Phil is an experienced financial services professional with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Risk Management, Business Development, Strategic Planning, Employee Benefits and Financial Planning, both Offshore and Onshore Investing.

He has been awarded numerous awards during his long career and continues to encourage innovation and thought leadership in the industry. Phil has hosted and participated in many financial forums and has been a regular invitee to speak on TV and radio on a host of investment and related matters.

He is fanatical about financial education and his mission and vision are to improve the percentage of South Africans that are financially independent, thus improving the quality of their lives.

Roksoliana Melnyk

Founder and CEO 
Emerald Group

Roksoliana has 35 years of international business experience, beginning her career after studying International Relations and Economics at the University of Toronto, Canada.

In 1992, she moved to Cyprus with a Canadian trading company and began assisting the company’s trade partners with setting up companies, opening bank accounts, and providing ongoing administration services in Cyprus.

In 2000, Roksoliana founded Emerald Group in Cyprus, specialising in company formation, trust, fiduciary and nominee services, bank account opening, accounting, immigration and relocation support, legal contracts, and real estate and yacht acquisition, and further expanded by setting up an office in Dubai, UAE.

Career highlights include arranging complex trade and project financing with international and local banks and serving as a corporate service provider of a Cyprus Company which was listed on the London Stock Exchange for USD 1.4 billion and separately appointed as a director of a Netherlands company overseeing the sale of assets in 3 jurisdictions valued over 110million.

Licensed under ICPAC (the Institute of Certified Public Accountants of Cyprus) and in the UAE, Roksoliana provides tailored solutions in Cyprus and Dubai, supporting international expansion, relocation, and investment opportunities, while maintaining strong professional links with her clients all over the world.

Andrew Wellsted

Director Tax
OWP Partner

Andrew is a highly regarded South African legal and tax practitioner with over two decades of experience advising on complex corporate, finance and cross-border matters. He is a founding partner and Director at OWP Partners, where he advises corporates, investors and private clients on a wide range of issues including tax, exchange control, restructures, regulatory compliance and investment structuring.

Andrew has extensive experience with crypto assets and international transactions and is known for his commercial insight, strategic thinking, and strong relationships with regulators. He regularly works on high-stakes transactions across multiple sectors, both locally and internationally.

Francisco Sousa Louro

Investment Professional
BlueCrow Capital

Francisco Sousa Louro is an investment professional with more than 16 years of experience in capital markets and asset management, primarily on the buy-side. His career has been built around equities and portfolio construction, while also extending to the management of bond and multi-asset funds, equities trading, and the development of valuation models for private equity.

He holds a Bachelor’s degree in Management and a Postgraduate degree in Banking and Insurance Management from ISEG – Lisbon School of Economics and Management.

Francisco is a strong advocate of long-term investing, firmly believing that superior knowledge of companies and their securities is the key to achieving consistent, above-average returns. His approach emphasises disciplined analysis and a deep understanding of underlying businesses, rather than attempting to forecast macroeconomic variables, interest rates, or short-term market movements.

Since joining BlueCrow Capital in 2022, Francisco has been instrumental in embedding these principles into the firm’s investment strategies. His work reflects a commitment to building resilient portfolios that balance risk and return while aligning with investors’ long-term goals.

Christina Tabacco

Director of International Business Development
Golden Gate Global

Christina Tabacco is the Director of International Business Development at Golden Gate Global. In addition to being a FINRA-licensed finance professional, she earned a J.D. from The George Washington University Law School and a bachelor’s degree from the University of California, Santa Barbara. She also studied at the University of Cape Town, South Africa.

Martin Riekert

Chief Commercial Officer
Momentum Investments (South Africa)

Martin Riekert is the chief commercial officer of Momentum Investments. He started in wealth product development as an actuarial analyst and then started the wealth actuarial team that supported the wealth business from a technical and BI perspective. He later moved to product development by focusing on the Momentum Retail savings products. Soon after the MMI merger, he was promoted to head of the retirement solutions team, where he focused on retirement savings and preservation products, including the trustee governance function. In 2016, Martin was promoted to head of all product development and product management activities for Momentum Investments Group. He then became the executive head of retail investments in 2020 and the chief commercial officer in July 2024.

He has a BSc Actuarial and Financial Mathematics, a post-graduate diploma in Actuarial Science, a post-graduate diploma in Financial Planning and is a Fellow of the Actuarial Society of South Africa.

Janeen van Heerden

Head of Business Development
Momentum Securities

Janeen van Heerden began her career in the financial industry over 30 years ago and has been with Momentum, in various roles, for 25 years. Her experience in the industry, paired with her CFP qualification, Marketing Diploma and Certificate in Financial Markets and Instruments, stands her in good stead in her current position as Head of Business Development at Momentum Securities.

Kapil Joshi

Managing Director
Momentum Wealth Management

Kapil Joshi is the managing director of growth, strategy, and proposition for Momentum Wealth and Momentum Wealth International.

Kapil Joshi joined Momentum Group in May 2010, in the Product Development team at Momentum Wealth, with an investment and finance background. Kapil has extensive knowledge of the retail investments market, platforms, structured solutions and retail asset management. He has played various executive roles in the Group, including heading up investment distribution, Momentum Collective Investments and recently was the CEO of Momentum Money.

Florbela Yates

Managing Director
Equilibrium Investment Management (Pty) Ltd

Florbela Yates (Flof) began her career in November 1993 as a consultant with Alexander Forbes in the health care division. She spent six years there before transferring to Investment Solutions as a senior marketing executive. After 13 years with the group, she joined RMB International as the company’s head of institutional business in SA. She then joined STANLIB Multi-Manager, where she was involved in growing institutional assets, product development and institutional reporting. She later joined Hollard Investments as an investment specialist consultant to the company’s investment team for a period of three years. Since January 2017, Flof’s role has been as head of Equilibrium previously Momentum Investment Consulting (MIC), an independent discretionary fund manager in the Momentum Metropolitan group. She has a BCom (Economics, Business Finance and Marketing) degree and is a CFP professional.

Thabo Maphosa

Senior Business Consultant 
Creative Zone

Thabo Maphosa is a seasoned Senior Business Consultant at Creative Zone in Dubai, where he leverages his extensive expertise in market entry strategy and execution. With a strong background in various sectors, he brings a unique perspective to his role. At Creative Zone, Thabo specialises in guiding clients through the complexities of business setup and growth in the UAE. His focus on strategic market entry, fiscal efficiency, and corporate structuring ensures that businesses not only thrive but also adapt to the ever-evolving landscape.

Thabo is dedicated to providing customised solutions that address the specific needs of entrepreneurs and investors. His client-focused approach and insightful guidance have empowered numerous clients to achieve their goals, paving the way for sustainable success. Thabo’s passion for fostering innovation and creating impactful business relationships makes him a valuable asset to the Creative Zone community.

Dev Mitra

Managing Partner
Matrix Venture Studio

Dev Mitra is a lawyer with over 16 years of experience specialising in ITES commercial contracting, software licensing, and technology commercialisation. Having worked across Australia, the United States, and India, he brings a strong international perspective to structuring deals, protecting intellectual property, and enabling technology-driven businesses to scale globally. His ability to combine legal precision with business creativity has allowed him to bridge the gap between compliance requirements and real-world innovation.

At Matrix Venture Studio, where he serves as Managing Partner, Dev leads the innovation and venture-building initiatives of the portfolio. He partners with founders to transform early-stage ideas into scalable, market-ready ventures, advising on product design, commercialisation strategies, and sustainable growth models. His role emphasises execution and user experience, ensuring that startups are not only legally sound but also positioned for long-term success in competitive markets.

In addition to venture building, Dev is engaged in the investment migration space, supporting entrepreneurs and investors with business relocation, global expansion, and cross-border market entry. He collaborates with accelerators, incubators, and venture networks to help startups secure approvals, develop prototypes, and establish sustainable operations abroad. His expertise in structuring, capitalisation, and commercialisation plays a critical role in ensuring a smooth soft-landing for globally mobile businesses.

With a deep passion for design thinking and product innovation, Dev integrates creativity into every aspect of his work. His approach fosters resilient, forward-looking startups that thrive at the intersection of law, technology, and global markets.