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Outbound Investment Group

Corporate Structuring Immigration by Investment Wealth Protection and Succession Offshore Investment

36 Speakers From
Around the World

October 13th - 15th, Johannesburg

October 17th, Cape Town

Apply Now
About

Outbound Investment

Outbound Investment is a leading provider of conferences, business development services and online news channels, specializing in corporate structuring, asset protection and immigration solutions. We empower service providers in these sectors to effectively connect with financial intermediaries and high-net-worth individuals (HNWIs) worldwide.
 
Recognized as a trusted resource for business and investment leaders, Outbound Investment delivers insightful commentary, concise analysis, and unparalleled access to the global offshore world and its professionals. 
Why South Africa?

Why you should attend the 2025 Outbound Investment South Africa Summit

Since the inception of the Outbound Investment Summit series in 2010, markets like South Africa have emerged as key regions with unique and growing demand for international wealth, immigration, tax, and asset planning services. South Africa’s dynamic economy and evolving HNWI (High Net Worth Individual) demographics present significant opportunities for international providers. The increasing need for diversified solutions and sophisticated wealth strategies has created a substantial gap in the market, offering immense potential for global practitioners.

Why South Africa?

  • Rising HNWI Population: South Africa has over 37,800 HNWIs as of 2023, collectively holding $651 billion in wealth. Projections indicate further growth, particularly in ultra-HNWIs, driven by entrepreneurship and high-value industries such as tech and finance. (AfrAsia Bank Wealth Report 2023)

  • Global Citizenship Demand: Affluent South Africans are increasingly seeking investment migration solutions due to domestic uncertainties and a desire for diversified global opportunities. Europe and North America remain top destinations for residency and citizenship, aligning perfectly with international providers’ offerings. (Henley Global Mobility Report)

  • High Offshore Wealth Growth Potential: South Africans hold approximately $87 billion in offshore assets, with steady growth anticipated as HNWIs diversify investments abroad. This provides lucrative opportunities for international wealth managers and financial planners. (AfrAsia Bank and New World Wealth)

  • Wealth Transfer and Succession Planning: A significant wealth transfer wave is anticipated, with many South African HNWIs focusing on estate planning. This aligns with global trends in structured inheritance solutions and advisory services. (Forbes Africa)

  • Investment Appeal in Emerging Sectors: South Africa continues to lead Africa in sectors like green energy, fintech, and private equity. With $12 billion in foreign direct investments in 2022, the market provides an excellent entry point for strategic partnerships and capital deployment. (UNCTAD Investment Trends Report 2023)

Conference Topics

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
Wealth Protection & Succession
Tax Planning
  • Tax planning under a multijurisdictional context
  • FATCA/CRS updates and implications
  • Expatriation planning and execution

Schedule of Events

10/13

Welcome Cocktail at the Rooftop Bar

Join us for a leisurely open-air cocktail session from 6 pm to 8 pm. Reconnect with old friends and make new connections in a relaxed atmosphere overlooking the geographic center of the megacity. Enjoy drinks as we set the stage for the exciting days ahead.

10/14

Conference Day

From 9 am to 6 pm, the main conference is held at the Assembly Ballroom, providing international solution providers an unparalleled platform to meet with hundreds of local potential partners. Leveraging 15 years of experience in B2B conferences, this event promises to bring together influential decision-makers shaping the industry.

10/15

Conference Day

From 9 am to 6 pm, the main conference is held at the Assembly Ballroom, providing international solution providers an unparalleled platform to meet with hundreds of local potential partners. Leveraging 15 years of experience in B2B conferences, this event promises to bring together influential decision-makers shaping the industry.

10/16

Travel Day

No official events will be planned this day as we will be transferring to Cape Town in preparation for the post-summit social activitiesOptional Social Events

10/17 Morning

Networking Breakfast Event

The half-day business event will continue to foster connections between international solution providers and key decision-makers, ensuring you have ample opportunities to build valuable relationships and explore new partners.

10/17 Afternoon

Wine Tasting and Farewell Dinner

You will explore a world of fine wines, stunning landscapes, and warm hospitality through touring historic estates, enjoying wine tastings, and pairing wines with gourmet meals at a wine farm in Costantia.

10/18 Optional

Fun Social Activities

On the last day, you will soak in breathtaking views from Table Mountain’s cable car, feel the rush of motorcycle sidecar rides along the scenic coastal roads, and unwind with sunset drinks and dinner at a beachfront lounge.

10/17 - 10/18

One Business Event & Optional Social Activities

2-day events in Cape Town, South Africa, are filled with thrilling social and outdoor experiences. The half-day business event will continue to foster connections between international solution providers and key decision-makers, ensuring you have ample opportunities to build valuable relationships and explore new partners.

After that, you will explore a world of fine wines, stunning landscapes, and warm hospitality through touring historic estates, enjoying wine tastings, and pairing wines with gourmet meals at a wine farm in Costantia.

On the last day, you will soak in breathtaking views from Table Mountain’s cable car, feel the rush of motorcycle sidecar rides along the scenic coastal roads, and unwind with sunset drinks and dinner at a beachfront lounge.

10/19

Fly Home

Conference Ticket Price

Standard ticket

$1500

  • Conference & Exhibition
  • 4 Socials Events
  • Access to networking platform & mobile app
BUY TICKET

Patron Sponsor Ticket

$2500

  • 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
BUY TICKET

Current Speakers

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Ambassador Jeffery Hadeed

Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Jonathan Cardona

CEO
Residency Malta Agency

Kevin Hosam

Founder & Chairman
EC Holdings

Yassin Mohamdi

CEO and Managing Partner
THE BUYERS CIRCLE

Ahmed Abbassi

CEO & Founder
Greca Homes

Slava Apel

Chief Executive Officer and Founder
Startup Visa Services | Canada Business Consulting

Gonçalo Mendes Leal

Founding Partner
NSM Lawyers

Chad Fraser

Founder and Chief Executive Officer
Sonover

Calvin St Juste

Calvin St Juste

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

Marie-Therese Johnson

Marie-Therese Johnson

Head of Citizenship by Investment Unit
Dominica

James Muscat Azzopardi

Partner
MA&A Advocates

Fatma Cayir

Founder
Bridge Partners

Nicholas Jones Juma

Director of Strategic Partnerships
Nauru Program

Current Sponsors

Gold Sponsors
Sapphire Sponsors
Silver Sponsors
Official Technology Partner
VIP Dinner Sponsors
Official Portugal Language Partner
Titanium Sponsors
Bronze Sponsors

Networking Cocktail Sponsors

Bronze Networking Sponsors
Titanium Networking Sponsors
Exhibition Sponsors

Cigar Sponsors

CBC-Logo
SVS-Logo

Patron sponsor

act offshore (2023) t-01
IO (4)

Venue

Venue in Johannesburg: Emperors Palace

 Address: 64 Jones Rd, Kempton Park, Johannesburg, 1620, South Africa
https://maps.app.goo.gl/QEkgnVkjojcVHF4Y6

Situated next to OR Tambo International airport, Emperors Palace is home to where royalty rest their heads and fortune favours the brave. Offering decadent accommodation in three unique hotels, a glorious health and beauty spa, a magnificent casino with unparalleled gaming enjoyment, the finest dining options, spectacular entertainment choices, world class conference facilities, and impeccable service, Emperors Palace is YOUR Empire to discover.

Accommodation in Johannesburg

There are 3 world-class hotels to choose from, ranging from 3 to 5-star ones at Emperors Palace where the upcoming summit is held. It is very important to make your reservation before the end of September because October is a peak month for events.

Process on how to make a reservation:

  1. Select the hotel
    3-star Metcourt Hotel at Emperors Palace: from USD 110/room/night
    4-star Mondior Hotel at Emperors Palace: from USD 180/room/night
    5-star D’oreale Grande Hotel at Emperors Palace: from USD 248/room/night
  2. Select the travel date and number of people
  3. Select the “Promo/Voucher code”
  4. Enter the promo code: OutboundInvestmentGroupOct2025

Follow the prompts in making a reservation. Kindly forward the enquires for accommodation to [email protected]

Book your group rate for Outbound Investment Group in October

Venue

Venue in Cape Town: Protea Hotel by Marriott Waterfront Breakwater Lodge

Address: Portswood Road, V & A Waterfront, Cape Town, 8001, South Africa
https://maps.app.goo.gl/QEkgnVkjojcVHF4Y6

Accommodation in Cape Town

Housed in a historic 19th-century building, Protea Hotel by Marriott Cape Town Waterfront Breakwater Lodge boasts an unbeatable location in the heart of Cape Town, with views of the majestic V&A Waterfront and Table Mountain.

It is very important to make your reservation ASAP at the special group rate of 4,129.00 ZAR/230 USD per night because the dates are during a city-wide event – Cape Town Marathon which is a high demand period for the hotel stay.

Please contact Xatyiswa  [email protected]  for any booking inquires.

Book your group rate for Outbound Investments Rooms

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.

Ambassador Jeffery Hadeed
Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Ambassador Jeffery Hadeed, a dynamic entrepreneur hailing from Antigua & Barbuda, serves as a driving force in various fields. Appointed as Chairman of the Board for the Citizenship by Investment Programme of Antigua & Barbuda and non-resident Ambassador to Italy, Hadeed embodies an unwavering commitment to progress.

With a career spanning 38 years, Hadeed’s versatile ventures underscore his enterprising spirit. His achievements include the establishment of seven thriving restaurants and engagement in diverse sectors encompassing marine sales and service, fashion, manufacturing, imports, and distribution. As a registered Agent for the CIP, he has evolved into a property development and management maven, curating an impressive villa estate portfolio that includes properties owned by esteemed fashion icon Giorgio Armani. A standout accomplishment is the creation of the South Point Antigua, an avant-garde 23-unit boutique condo hotel nestled in the historic enclave of English Harbour.

Educated at the University of Florida, Hadeed graduated with a degree in Business (Marketing). He further enriched his expertise by delving into fashion design at Milan’s prestigious Istituto Marangoni. Fluent in English and Italian, he commands a versatile linguistic arsenal, extending to French and Arabic and has travelled to more than 40 countries.

Hadeed’s journey exemplifies an individual who continually bridges cultures, sectors, and languages. His tenacity and acumen make him a pivotal figure in the landscape of entrepreneurship, investment, and diplomatic relations.

Jonathan Cardona
Chief Executive Officer
Residency Malta Agency

Jonathan Cardona is the CEO of Residency Malta Agency and a key player in Malta’s Residency and Citizenship by Investment (RCBI) sector. With a wealth of experience in programme development, process engineering, and due diligence, Jonathan has played a pivotal role in shaping the RCBI landscape. He holds an MBA from the University of Malta, which has given him a strong foundation in business management and leadership. Before his current role, Jonathan served as the head of Community Malta Agency, the governmental body responsible for overseeing citizenship programmes in Malta. In this capacity, he was instrumental in managing and refining Malta’s citizenship processes, ensuring transparency and efficiency while meeting the country’s high standards for security and integrity. His strategic vision and in-depth knowledge have been crucial in steering these agencies to success, as Malta continues to be a leading destination for residency and citizenship investment. Jonathan’s hands-on approach and deep understanding of international investment migration have made him a respected figure within the global RCBI community. His ability to balance innovation with regulatory compliance has allowed him to spearhead initiatives that attract high-net-worth individuals from around the world, contributing to Malta’s growing economy and international profile. Jonathan remains dedicated to driving Residency Malta Agency forward while adapting to the ever-evolving landscape of global migration and investment opportunities.

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.

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.

Ahmed Abbassi
CEO & Founder
Greca Group

Ahmed Abbassi is the dynamic founder and CEO of Greca Group, which encompasses Greca Homes and Greca Developments, which are two cornerstone entities in Greece’s contemporary real estate landscape. Since launching his Athens venture in 2011, Abbassi has channelled his entrepreneurial spirit into crafting over 10,000 sqm of residential projects, cultivating a property portfolio valued at more than €50 million, with operations in Greece and the UAE with the assistance of the Golden Visa program

At the heart of Abbassi’s approach lies the “lifespaces” concept: a progressive design ethos that transcends conventional development by creating built environments where aesthetics, functionality, sustainability, and social context harmonise. Abbassi articulates this vision succinctly: “We don’t simply build—we create lifespaces,” redefining how urban living is conceived in Athens.

Guided by investor-first principles, Abbassi emphasises fixed costs and timelines, rigorous performance analytics, and bespoke consultancy at every stage. This ensures minimal investment risk while optimising returns—an approach exemplified in the firm’s recent partnership with contractors to deliver premium furnished residential assets in Piraeus. His leadership is rooted in transparency, thoughtful design, and strategic market insight, making him a pivotal force in elevating Greece’s residential real estate offering into internationally competitive lifespaces.

Slava Apel
Chief Executive Officer and Founder
Startup Visa Services

Mr. Slava Apel is the CEO and Founder of Canada Business Consulting firm and the Startup Visa Services. Award-winning, B2B professional services consulting firms specializing in the Canadian Start-up Visa permanent residency program. Mr. Apel has been an integral part of the Canadian Start-up ecosystem for over 20 years. As a startup expert and processor, he works with immigration professionals assisting their clients in obtaining approvals for business immigration or expansion to Canada.

Mr. Apel is involved in multiple business incubators, accelerators, angel groups, and venture capital firms that approve startups for their landing in Canada, whether it is for business expansion, business relocation, or starting a new business. He is an author, angel investor, advisor to 50 asset management firms, mentor and faculty in 5 incubators and 3 Universities, entrepreneur with multiple exits in the tech sector, and an active charity board member.

Helping CBI & RBI firms as a B2B facilitator, Startup Visa Services assists immigrating-to-Canada businesses and investors with an approval process, soft-landing, commercialization of new products, prototyping, proper business structuring and capitalization, documentation, and training. Providing personal case support with service-level guarantees, including innovation and IP consulting, business case vetting, case defense, business updates, and full-service venture packages.

With the highest industry approval rates in Canada, Mr. Apel has received multiple industry awards, celebrating pre-landing and post-landing achievements that allow immigrating entrepreneurs to thrive in Canada.

Gonçalo Mendes Leal
Founding Partner
NSMLawyers

Gonsalo co-founded NSMLawyers which crafted thousands of golden visa applications in Portugal with a team of expert lawyers and the work with more than 10 years of experience that changed many lives. In the last decade, NSMLawyers has become a top immigration law firm in Portugal. Recognized worldwide, the firm specializes in crafting residency visas. They have assisted clients from more than 80 nationalities seizing the opportunity of both investing and enjoying a golden country. 

Chad Fraser
Founder and Chief Executive Officer
Sonover

Chad Fraser is the founder and Chief Executive Officer of Sonover, bringing more than 15 years of expertise in software development to the company. At Sonover, he skillfully guides overall strategy while staying deeply involved in engineering, design, and product development. Under his leadership, Sonover is driven by a commitment to innovative solutions that enhance efficiency and productivity for clients. Drawing upon his extensive background, where he successfully delivered transformative systems in both the public and private sectors, he continues to shape Sonover’s growth, ensuring the company remains at the forefront of cutting- edge technology and operational excellence. He also maintains specialised certifications that underscore his dedication to staying current with the evolving landscape of ICT.

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.

Marie-Therese Johnson
Head of Citizenship by Investment Unit
Dominica

Marie-Therese Johnson leads the Dominica Citizenship by Investment Unit (CBIU). With her wealth of experience in finance and leadership, Johnson has been making remarkable strides in her role.

In her ongoing efforts, Johnson remains committed to enhancing Dominica’s CBI Programme. Her dedication to the nation’s welfare and the interests of all stakeholders continues to drive her forward.

Under her tenure, the CBI programme has received recognition from key stakeholders and international organisations for its contribution to climate resilience, economic growth and sustainable development. Johnson previously served as the General Manager at AID Bank where she was entrusted with the day-to-day management, direction, and control of the business. She was also responsible for providing strategic advice to the Board of Directors to ensure the implementation of a strong risk, compliance and governance framework while promoting the institution’s corporate image.

Johnson’s expertise in the financial services sector strengthens Dominica’s position in the investment migration industry. She is well known in the banking sector for her operational excellence, and it is apt that she now serves as the Head of the CBIU in Dominica.

Under Johnson’s leadership, the Dominica CBIU has strengthened the already rigorous due diligence procedures to ensure that only individuals of good character and reputation are granted citizenship. This commitment to maintaining high standards has helped to build trust and confidence in the programme among investors and the international community.

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.

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.

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.