Outbound Investment Summit – Hong Kong May 12: Investment Migration and Wealth Planning
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Time Slot
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Agenda
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9:00
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Registration & Exhibition Booths Open
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9:50-10:00
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Welcoming Remarks
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10:00-10:25
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Session 1: Outlook 2026 of China's Investment Immigration IndustryLuc Lu, Partner, IMI Asia
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10:25-10:35
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Session 2: Optimize Portugal Golden Opportunities Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
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10:35-10:45
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Session 3: Steady Growth and Development Fund: Your Path to Secure Wealth BuildingDuarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
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10:45-10:55
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Session 4: Malta’s Residency Opportunities for Investors and Digital Nomads Tiziana Polidano, Head of Client Relations and Compliance, Residency Malta Agency
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10:55-11:05
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Session 5: Malta Residency & Citizenship: Latest Updates and CJEU JudgmentDr. Antoine Saliba Haig, Partner, Chetcuti Cauchi Advocates
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11:05-11:35
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Networking Coffee Break
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11:35-12:15
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Session 6: Panel Discussion – Effective Market Entry Strategies for Overseas Immigration Programs in ChinaDiscussion Topics: • Overcoming Market Barriers: How can overseas immigration programs enhance their marketing and outreach in China despite market fragmentation and geopolitical challenges? • Building Strategic Partnerships: What steps should program owners take to establish strong cooperative channels, increase market share, and develop sustainable business networks in China? • Enhancing Program Appeal: How can immigration programs improve their reputation to attract more high-net-worth investors and qualified candidates?
Panelists: Luc Lu, Partner, IMI Asia Dr. Antoine Saliba Haig, Partner, Chetcuti Cauchi Advocates George Zou, Executive Director, Qiancaishijie Family Office |
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12:15-13:30
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Networking Luncheon
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13:30-14:10
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Session 7: Panel Discussion – Elevating Industry Standards & Mitigating Systemic Risks Discussion Topics: • Strengthening Compliance & Expertise: How can intermediaries enhance their professional awareness and operational rigor amid tightening AML and due diligence regulations? • Fostering a Sustainable Ecosystem: What internal and external measures can drive intermediaries to uphold their roles as responsible, accountable service providers? • Conflict Resolution & Professionalization: How can structured training empower intermediaries to navigate and resolve disputes with immigration programs effectively?
Panelists: Ee Fann Goh, CEO, IMI Asia Kevin Hosam, Founder & Chairman, EC Holdings Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda Christos Vardikos, Attorney at Law of Vardikos & Vardikos Law Firm & the Honorary Consul for the Commonwealth of Dominica in the Hellenic Republic |
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14:10-14:25
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Session 8: Passports and Possibility: Caribbean CBI in a New Era Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
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14:25-14:40
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Session 9: Legal Arrangements and Tax Planning before and after Immigration of China’s Entrepreneurs
Chang Cai, Director and Founding Partner, Shanghai Inhetrust Law Firm |
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14:40-15:10
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Networking Coffee Break
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15:10-15:40
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Session 10: Fireside Chat – Brains Behind the Funds: A Debate on Performance and Purpose
Discussion Topics: • Comparing investment strategies: strengths and challenges • How geopolitical trends impact investments • Balancing risk and reward in European markets Panelists: Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital Mónica Cameira de Mendonça, Chairwoman, Insight Venture |
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15:40-15:50
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Session 11: Opportunities for World Citizens
Christos Vardikos, Attorney at Law of Vardikos & Vardikos Law Firm & the Honorary Consul for the Commonwealth of Dominica in the Hellenic Republic |
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15:50-16:25
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Session 12: Panel Discussion – Corporate Overseas Expansion vs. Investment Immigration: Synergies and Strategic Approaches
Discussion Topics： • Leveraging Corporate Expansion for Personal Immigration: How can individuals utilize corporate overseas expansion pathways to facilitate investment immigration? • Navigating Deglobalization: In an era of increasing economic fragmentation, what strategies should companies adopt to optimize their global investment footprint? • Due Diligence for High-Net-Worth Individuals & Families: How can affluent investors identify and evaluate reliable overseas programs to build a secure and diversified global portfolio? Panelists: Matthew Sumner, Managing Director, Outbound Investment Group Jeffrey Chen, Partner, Shanghai Bierens Law Offices Keith Wong, Secretary General, Singapore International Investment Promotion Center (SIIPC) |
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16:25-16:30
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Session 13: Tailored Solutions to Secure Sound Investment around the World
David Poston, Co-founder and CEO, Harland & Poston Group |
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16:30
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Closing Remarks & Networking Cocktail – Sponsored by Harland & Poston Group
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Outbound Investment Summit – Hong Kong May 13: Succession Planning and Corporate Structuring
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Time Slot
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Agenda
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9:00
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Registration & Exhibition Booths Open
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9:50-10:00
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Welcoming Remark
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10:00-10:25
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Session 1: Strategic Opportunity or Hidden Risk? Navigating Trump 2.0 Tariff Related Policies and Their Impacts of on Cross-Border PlanningKelvin Ma, Managing Partner, PKF Demei Law Firm
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10:25-10:45
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Session 2: Private Wealth and Corporate Solutions in Samoa for International Families and Multinational EnterprisesRaffaelle Ashworth, Managing Director, Asiaciti Trust Samoa Limited – Speaking on behalf of Samoa International Finance Authority
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10:45-11:00
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Session 3: Offshore Asset ProtectionBlake Harris, Founding Principal, Blake Harris Law
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11:00-11:30
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Networking Coffee Break
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11:30-11:40
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Session 4: Bespoke Global Wealth Structuring Solutions to EntrepreneursAndrew Horbury, Founder and Managing Director, Cavenwell Group
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11:40-12:20
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Session 5: Panel Discussion – Cross-Border Clarity: Wealth Preservation and Tax Strategy for Global Chinese Families Discussion Topics: • Multi-Home Tax Strategy: Optimizing residency planning while managing compliance risks across jurisdicions • Cross-Border Dynasty Planning: Protecting and transitioning family wealth with Chinese roots? • Asset Fortress Strategies: Smart structuring of trusts, entities, and hard assets across borders • Next-Gen Legacy Bridges: Ensuring smooth intergenerational wealth transfer in global familiesPanelists:Tuifaasisina Sieni Voorwinden, Chief Executive Officer, Samoa International Finance AuthorityBlake Harris, Founding Principal, Blake Harris Law
Michael Liu, Executive Director, CIL Group Ltd. Mae Chen, Director, Wizard Family Office |
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12:20-13:30
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Networking Luncheon
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14:00-14:20
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Session 6: Utilizing International Family Trusts for Debt Isolation, Marital Asset Protection & Tax OptimizationTerrance Toa, Chairman, Odon Family Office Consultation Services
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14:20-14:30
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Session 7: Business (Un)usual: Relocating to Cyprus with BenefitsDemetris Demetriades, Managing Partner, Andreas Demetriades & Co. LLC
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14:30-14:45
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Session 8: Analysis of Regulatory Trends in Cryptocurrencies and Common Legal & Tax Issues Faced by Crypto ClientsJinze Tang, Attorney-at-law, Shanghai Inhetrust Law Firm
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14:45-15:00
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Session 9: International Standards and Best Practices in Investment Funds across Jurisdictions
Tiger Zhang, Director, ICS Group |
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15:00-15:20
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Session 10: Corporate Structuring: Requirements and Solutions in the Context of Improved Transparency
Lisa Xiao, Marketing Director, U&I Group |
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15:20-15:50
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Networking Coffee Break
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15:50-16:10
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Session 11: : Inside an Integral Approach to Excel Family OfficePatricia Woo, Partner and Co-Head of Global Family Office Team, Squire Patton Boggs
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16:10-16:55
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Session 12: Panel Discussion – The Rise of Family Offices in China’s Evolving Wealth Landscape Discussion Topics: • China’s Family Office Frontier: Mapping the current ecosystem and addressing unique challenges in serving global business families • Launching for Longevity: Essential considerations for establishing family offices in today’s complex geopolitical climate • Future-Proofing Legacies: Blending tradition and innovation in intergenerational wealth transfer strategies • The Hong Kong Advantage: Leveraging Asia’s emerging family office hub for sustainable growth and global connectivityPanelists:Roy Zhang, Chairman, FOA Institute Family Office AllianceTerrance Toa, Chairman, Odon Family Office Consultation ServicesPatricia Woo, Partner and Co-Head of Global Family Office Team, Squire Patton Boggs
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16:55
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Closing Remarks & Networking Cocktail
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