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Outbound Investment Summit Johannesburg 2025
October 14-15
October 14: Investment Migration and Wealth Planning
Time Slot | Agenda |
|---|---|
9:00 |
Registration & Exhibition Booths Open |
9:50-10:00 |
Welcoming Remarks |
10:00-10:15 |
Session 1: Investing Without Borders: Unpacking the Global Opportunity Martin Riekert, Chief Commercial Officer, Momentum Investments (South Africa) |
10:15-10:45 |
Session 2: Panel Discussion – Offshore Investment and Estate Planning Trends for South Africans Panelists: Phil Le Feuvre, Head of Wealth Management and Employee Benefits, Mont Blanc Financial Services Pierre du Toit, Managing Director, Pierre du Toit Incorporated Attorneys Florbela Yates, Managing Director, Equilibrium Investment Management (Pty) Ltd |
10:45-11:05 |
Session 3: Antigua & Barbuda CIP: Recent Developments and Future Outlook Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit, Antigua & Barbuda |
11:05-11:35 |
Networking Coffee Break |
11:35-11:45 |
Session 4: Property, Passports, and Possibility: Caribbean CBI in a New Era Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis |
11:45-11:55 |
Session 5: Overview of the Nauru Economic & Climate Resilience Citizenship Program Nicholas Jones-Juma, Director of Strategic Partnerships, Nauru Program |
11:55-12:40 |
Session 6: Panel Discussion – Second Citizenship as a Solution to Preserve Wealth around the World Panelists: Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit Antigua & Barbuda Kevin Hosam, Founder & Chairman, EC Holdings Chad Fraser, Founder and Chief Executive Officer, Sonover James Muscat Azzopardi, Partner, MA&A Advocates Jane Oseeva, Vice President, Business Development, Arton Capital |
12:40-14:00 |
Networking Luncheon |
14:00-14:10 |
Session 7: Portugal, Crafting your Golden Country Sara Outeiro, Head of Business Development, NSMLawyers |
14:10-14:20 |
Session 8: Optimize Portugal Golden Opportunities Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA |
14:20-14:30 |
Session 9: Portugal Open-Ended Funds to Secure Wealth Building Francisco Sousa Louro, Investment Professional, BlueCrow Capital |
14:30-14:45 |
Session 10: Become a European Resident by Investment in Greece Vasilis Leivadas, Head of Business Development, LUX&EASY |
14:45-14:55 |
Session 11: Navigating Investment Opportunities in Athens in Parallel with the Residency by Investment Ahmed Abbassi, Founder & CEO, Greca Group |
14:55-15:05 |
Session 12: Investing in the Future: Malta’s Residency Solutions for Families Vicky Spiteri, Head of Marketing & Business Development, Residency Malta Agency |
15:05-15:15 |
Session 13: Business and Residency in Malta: A Gateway to a Better Future Yury Tananaev, Head of Residency, AE Business Advisors |
15:15-15:20 |
Session 14: Real Estate Investment & Market Dynamics in Malta Ian Casolani, Managing Director, Belair Property |
15:20-15:30 |
Session 15: The UK Residence Visa that You Need to Know Fatma Cayir, Founder, Bridge Partners |
15:30-15:50 |
Networking Coffee Break |
15:50-16:10 |
Session 16: Innovation, Investment and Immigration: Your Pathway to Canada Dev Mitra, Managing Partner, Matrix Venture Studio |
16:10-17:10 |
Session 17: Panel Discussion – Empowering South African Wealthy with Greater Global Mobility Panelists: Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA Vasilis Leivadas, Head of Business Development, LUX&EASY Abhijit Sankar Roy, Co-Founder and Managing Partner, Matrix Venture Studio Nadia Read Thaele, Founder, LIO Global Christina Tabacco, Director of International Business Development, Golden Gate Global |
17:10-17:15 |
Session 18: Luxury Living and Investment Opportunities in Cyprus Alyssa Alken, Senior Sales Advisor, bbf: |
17:15 |
Closing Remarks & Networking Cocktail Sponsored by bbf: |
Outbound Investment Summit Johannesburg 2025 October 14-15
October 15: Succession Planning and Corporate Structuring
Time Slot | Agenda |
|---|---|
9:00 |
Registration & Exhibition Booths Open |
9:50-10:00 |
Welcoming Remarks |
10:00-10:15 |
Session 1: How Technology and Innovation Are Changing the Future of Wealth Management Kapil Joshi, Managing Director: Strategy and Proposition, Momentum Wealth Management |
10:15-10:35 |
Session 2: Stakeholder Networks for Sustainable Family Offices Anne Klein, Founder, LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern |
10:35-10:55 |
Session 3: Expat Tax South Africa: Moving Funds out of South Africa Michelle Phillips, Tax Attorney, Tax Consulting South Africa |
10:55-11:25 |
Networking Coffee Break |
11:25-11:35 |
Empowering International Businesses to Excel in Complex Markets through Innovative Solutions Thabo Maphosa, Senior Business Consultant, Creative Zone |
11:35-12:20 |
Session 5: Panel Discussion – More Than Migration: Legal, Fiscal and Business Considerations for Overseas Living Panelists: Demetre Katsouris, Managing Partner, Katsouris Law Firm Roksoliana Melnyk, Founder and CEO, Emerald Group Yury Tananaev, Head of Residency, AE Business Advisors |
12:20-14:00 |
Networking Luncheon |
14:00-14:20 |
Session 6: Strategies to Win at Intergenerational Wealth Transfer Almar Sazinie Gumbo, Admitted Attorney / Fiduciary Specialist, Lazzara Leicher Inc. |
14:20-14:40 |
Session 7: Managing Tax and Regulatory Complexity for Global Families Andrew Wellsted, Director Tax, OWP Partner |
14:40-15:25 |
Session 8: Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdictions Panelists: Thabo Maphosa, Senior Business Consultant, Creative Zone Willem Du Preez, Director, Intercontinental Trust Ltd. James Muscat Azzopardi, Partner, MA&A Advocates |
15:25-15:55 |
Networking Coffee Break |
15:55-16:40 |
Session 9: Panel Discussion – Safeguarding Your Financial Future: The Key to Protecting and Preserving Your Wealth Panelists: Janeen van Heerden, Head of Business Development, Momentum Securities Dali Ngalo, Director & Attorney, Simplex Law Andrew Wellsted, Director Tax, OWP Partner Larry Cooke, Head of Legal, Binance Africa |
16:40 |
Closing Remarks & Networking Cocktail |
Outbound Investment Networking Breakfast Cape Town 2025
October 17
Time Slot | Agenda |
|---|---|
8:30 |
Registration & Business Breakfast |
9:50-10:00 |
Welcoming Remarks |
10:00-10:10 |
Presentation from the Host Sponsor Christos Vardikos, Attorney at law, Vardikos & Vardikos Law Firm |
10:10-10:40 |
Panel Discussion – Safeguarding Your Financial Future: The Key to Protecting and Preserving Your Wealth Panelists: Janeen van Heerden, Head of Business Development, Momentum Securities Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA Attila Kadikoy, Managing Director, Levantine & Co |
10:40-11:10 |
Panel Discussion – Empowering South African Wealthy with Greater Global Mobility Panelists: John Dunn, Group Director, Sable International Phillipe May, CEO, EC Holdings Vasilis Leivadas, Head of Business Development, LUX&EASY Christos Vardikos, Attorney at law, Vardikos & Vardikos Law Firm |
11:10-12:00 |
Networking Coffee Break |