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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 American’s 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 log on the U.S. government’s official website.

Testimonials

What are attendees say?

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.

Speakers

Previous 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.

Partners

Our Partners of 2025

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.

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

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
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.

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.

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.

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

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.

Angelo Robles
Founder & Chairman
Robles Family Office & HoldCo

A Family Office Strategist and Futurist, Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change.

With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations.

Guilherme Valadares Carreiro
Partner
Oxy Capital

Guilherme is a Principal on the investment team, Head of the Golden Visa Initiatives, and sits onthe Investment Committee.

His transaction experience as a member of the Growth & Buyout investment team includes more than 10 deals in diversified sectors. For 2 years, Guilherme also played a crucial active role in the operational and financial restructuring process of an Industrial company with +€250M in Revenue. Since 2022, Guilherme has been leading the fundraising and execution efforts of Oxy Capital’s Golden Visa Funds (+60M€), having raised capital mostly from a diversified base of US private investors.

Before joining Oxy Capital in 2018, he worked as a Consultant for c.2 years as an Operational Consultant on the leading operational consulting firm in Europe, Kaizen Institute.

Guilherme holds a master’s degree in Industrial Engineering and Management from the Faculdade de Engenharia da Universidade do Porto (Portugal) and Technische Universität München (Germany).

Duarte Calheiros Menezes
Fund Manager & Partner
BlueCrow Capital

Duarte is currently a partner and fund manager at Bluecrow Capital, which he joined in 2014. With over fifteen years of experience in the financial sector, he is specialized in asset structuring and management, with extensive knowledge in venture capital and private equity fund management.

Duarte concluded his degree in economics and master’s in finance at Católica Lisbon School of Business & Economics, one of the best business schools in Europe, and acquired experience in futures and options trading throughout the first five years of his career, working in large companies like OSTC Group.

As an investment professional, had the privilege of achieving consistent results over the years, drawing upon his asset and risk management expertise, he strives to navigate volatile markets diligently, identifying opportunities that benefit clients and minimize risks. Since 2018 as a fund manager, Duarte has been fortunate to provide leadership that has exceeded performance targets, delivering impressive returns through well-tailored strategies, and contributing to notable growth and optimization of portfolios.

Since 2020 led a massive fundraising campaign for the Bluecrow Growth Fund and Innovation Fund Series, which raised an impressive sum of more than €100 million, he also led the establishment of critical operational functions for BlueCrow Capital, which simultaneously involved the creation of onboarding procedures that streamlined the process of raising new investors, ensuring the smooth running and performance of the investor relations department, always taking into consideration the process established by the legal department, ensuring compliance with regulatory standards and ethical practices.

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.

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.

Blake Harris
Founding Principal
Blake Harris Law

Attorney Blake Harris is the founding principal of Blake Harris Law, specializing in offshore asset protection and serving clients worldwide. With extensive travel across over 45 countries, Blake has cultivated a robust global network, collaborating with trust companies, protectors, and bankers. An accomplished author and international speaker, he has educated numerous attorneys and other professionals through his continuing legal education lectures on asset protection and offshore planning.

Blake’s insights have been featured in prominent national publications, including Forbes and ABC, NBC, CBS, Fox News, and MarketWatch, establishing him as a trusted voice in the industry. He has also amassed hundreds of thousands of social media followers, further amplifying his influence.

He is an AV® PreeminentTM-rated attorney and has been featured in publications like Forbes, ABC, NBC, CBS, Fox News, and MarketWatch.

Recognized as a “Rising Star” by Super Lawyers Magazine for five consecutive years and holding the AV® PreeminentTM Attorney designation, Blake exemplifies excellence in his field. Blake is a member of the American Bar Association, the International Bar Association, the Florida Bar, and the Colorado Bar.

A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.

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.

Francisco Martins
Managing Partner
ActiveCap

Francisco has over 17 years of experience in the fields of private equity, asset management, and capital markets in Europe, the US, and Africa.

Francisco is Managing Partner at ActiveCap a Portuguese reference private equity firm investing in companies with a growth-oriented strategy. ActiveCap’s team track record over the years has enabled the firm to become a trusted partner for Institutional Investors and High Net Worth Individuals across multiple geographies.

He started his career investing in small and medium capitalizations in Portugal at F&C Investments a leading UK asset manager.

Previously, he was a Director at ThirdWay Partners, an investment and advisory firm, and worked at the Global Funding department at American Express in New York.

Francisco holds a Degree in Economics from Nova SBE and an MBA from the Darden School of Business at the University of Virginia.

Nuno Serafim
Managing Partner
3 Comma Capital SCR

Nuno Serafim is a seasoned financial executive with over 25 years of experience in the asset management industry. He is the founder of 3 Comma Capital, a company he established in 2022 alongside Robert and Patrick Hable. Prior to this venture, Nuno served as a board member and Chief Investment Officer (CIO) at IM Gestão de Ativos (IMGA), the second-largest asset manager in Portugal, where he oversaw €3.4 billion in Assets under Management (AuM).

Nuno’s extensive career includes significant leadership roles in various reputable financial institutions. At Millenniumbcp/IMGA Asset Management, the largest independent asset manager in Portugal, he was a board member and CIO, where he made substantial contributions to the firm’s growth and investment strategies. Before his tenure at IMGA, Nuno was the Head of Iberia at IG Markets, where he managed operations and market strategies across the Iberian Peninsula. He also held the position of Head of Portfolio Management at Espírito Santo Investment, further solidifying his expertise in investment management.

Throughout his career, Nuno has demonstrated exceptional leadership and a profound understanding of financial markets, consistently delivering superior investment performance and strategic growth. His experience and insights have made him a respected figure in the financial industry, known for his innovative approaches and commitment to excellence.

Nuno holds a key role in shaping the future of asset management through his work at 3 Comma Capital, where he continues to drive forward-thinking investment solutions and strategies.

George Andreou
Sales Advisor
BBF

George Andreou is a dedicated real estate professional and Sales Advisor at BBF, one of Cyprus’s leading developers. With a strong background in residential and commercial property investments, he works closely with international investors, guiding them through the opportunities that Cyprus has to offer.

As a native Cypriot, George deeply understands the country’s real estate landscape and economic potential. He specialises in market analysis, investment strategy, and negotiation, helping clients navigate an evolving market with confidence. His approach is centered on delivering long-term value, ensuring investors make well-informed decisions based on market trends and growth potential.

At BBF, George plays a key role in engaging with business leaders, institutional investors, and individuals seeking premium real estate opportunities. He believes in building lasting relationships based on trust, transparency, and a deep understanding of investor priorities.

At the US exhibition, George will share insights into Cyprus’ dynamic real estate market, highlighting why the island continues to attract international investors. He will offer a clear perspective on the advantages of investing in Cyprus, from its strategic location to its growing economy and strong real estate fundamentals.

Richard Hallam
CBI Director
Ora Caribbean

Richard Hallam is a dual citizen of Grenada and Great Britain. His 30 years work experience has taken him to every continent, but his current home-base for the last 17 years is on the Caribbean island of Grenada. Originally a hotelier, Richard branched out into development, real estate and more recently; business advisory.

He has played a multi faceted role in the development scene of Grenada, working initially in the acquisition and development of multi-use projects and later with government and developers in the creation of the Grenada CBI (Citizenship-By-Investment) program as a Special Advisor to the Inward Investment Office.

Richard has seen a Caribbean CBI program from concept to operation and worked alongside government, CIU offices, agents and developers. He is an Approved Marketing Agent of the Grenada CBI program and has direct, insider, on island knowledge and close working relationships with all major developers and local agents. He currently holds the position of CBI Director for Ora Caribbean – Developers of Silversands Grenada, Silversands Beach House and their latest project – Silversands Morne Rouge.

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.

Nisha Mc Intyre
Managing Director
My Grenada Solutions Inc.

Nisha McIntyre is a solutions-driven marketing and communications strategist, with a human-centric approach to business growth and innovation. An expert in investment migration, destination tourism, and innovation management, her deep understanding of global market dynamics and ability to connect people with opportunities has lent favourably to the development of Grenada’s tourism and investment migration industries.

As Head of Marketing for the Americas at the Grenada Tourism Authority, she played a key role in expanding Grenada’s largest travel source markets and successfully coordinated JetBlue Airways’ inaugural service to the island. Her expertise in the field was later reinforced by the inclusion of her diagnostic assessment of Grenada’s tourism industry in the island’s 2022 National Sustainable Tourism Development Plan.

Since 2016, Nisha has been an active player in the Caribbean’s Investment Migration Industry—first in Dominica and now in Grenada, where she serves as Managing Director of My Grenada Solutions Inc., a licensed marketing agency for Grenada’s programme. Having led global marketing efforts for an approved real estate project, Grenada’s CBI programme, and the destination itself, she possesses a deep understanding of Grenada’s socioeconomic landscape and its interplay with international market dynamics. To this end, she provides strategic guidance to businesses entering the market and individuals seeking citizenship through investment.

A proud Grenadian, Nisha also serves on the board of Reach Within, a nonprofit dedicated to helping children in Grenada, particularly the most vulnerable, adopt healthy self-regulation techniques that mitigate the cyclical effects of childhood trauma.

Cameron Fraser
Director
Moon Gate Antigua

Cameron Fraser brings decades of experience in the tourism industry to Moon Gate Antigua. He played a leading role in the country’s development of cruise tourism as managing director of Antigua Pier Group and is a co-founder and co-owner of the esteemed Nonsuch Bay Resort. He remains a director of Antigua Pier Group and is also a director of corporate management firm Key Properties Ltd, owners and operators of Historic Redcliffe Quay in St John’s, Antigua, as well as vice-president of the Antigua & Barbuda Cruise Tourism Association. Born in the UK, Cameron has lived in Antigua for more than five decades

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.

Eleni Drakou
Partner
Michael Kyprianou Law Firm

Michael Kyprianou Law Firm is one of the leading law firms in Cyprus, having an enviable reputation as a broad-based legal practice. The firm has three offices in Cyprus: in Nicosia, Limassol and Paphos and a team of over 60 lawyers. Michael Kyprianou Law Firm has established a strong international presence, being well known for the calibre of the firm’s Lawyers.

Eleni is based at the firm’s Limassol office. She is a member of the Cyprus Bar Association and the International Bar Association. She has been a board member of STEP Cyprus (TEP) since 2019. She is also a member of the Real Estate Committee of the Cyprus Bar Association.

Eleni regularly advises HNWI and investors on private client matters with a strong focus on immigration, real estate transactions, and taxation. She often advises clients on their residence permit applications and relocation to Cyprus. Eleni frequently represents individuals on their real estate acquisitions in Cyprus, including large-scale and landmark Projects.

Eleni’s work is frequently ranked by international legal directories for her expertise.

Nuri Katz
Co-Founder and President
Apex Capital Partners Corp.

Nuri Katz is a 30-year veteran and leader in the investor immigration industry. He is a frequent commentator and contributor to global media outlets including the Wall Street Journal, New York Times, Financial Times, Bloomberg, CNBC, CBS, and many others. He frequently opines on subjects pertaining to immigration policy, government affairs, citizenship matters, international investment, tax policy, and more.

Roberta Rodoligo
Head of Client Relations & Compliance
Residency Malta Agency

Roberta Rodoligo is the Head of Client Relations and Compliance at Residency Malta Agency, bringing over 12 years of experience in the investment migration industry. With a strong passion for migration and a customer-centric approach, Roberta has made significant contributions to the agency’s growth and success. During her 5 years at Residency Malta, she has played a pivotal role in expanding the Client Relations and Compliance team, overseeing the team’s development and increasing its remit. Her extensive experience spans both the private and public sectors within the investment migration industry, providing her with a comprehensive understanding of the sector’s complexities. Roberta holds an MBA, enhancing her strategic thinking and leadership capabilities. She is known for her mentorship and leadership style, fostering a collaborative environment within her team and ensuring the delivery of exceptional client service. Driven by a deep understanding of the evolving needs of migrants, Roberta’s expertise lies in balancing regulatory compliance with a commitment to offering tailored, efficient, and customer-focused solutions. Her leadership continues to ensure a seamless experience for clients navigating the intricacies of investment migration.

Shannon Hawley
Managing Director
Daniel Residences

Shannon Hawley is a highly accomplished executive with over 19 years of experience in business development, consulting, marketing and sales, specialising in Caribbean citizenship programs and the luxury real estate market.

Her extensive international background encompasses valuable in-country experience across the Caribbean, North America, the Middle East and Asia, positioning her as a leader in her field.

As an approved International Marketing Agent for the St. Kitts and Nevis Citizenship by Investment (CBI) program, Shannon has established strong relationships with a wide range of industry stakeholders, including the St. Kitts & Nevis government, real estate developers and local agents.

Her deep understanding of the industry and exceptional networking abilities allow her to effectively navigate the complexities of the CBI landscape and drive successful outcomes. In addition to her role as a CBI agent, Shannon works closely with the team at the Residences at Fern Hill on the island of Nevis, to provide invaluable support to clients throughout the real estate purchasing and CBI process. She guides her clients step-by-step through the CBI process, ensuring a seamless and efficient experience.

Shannon’s commitment to her clients and deep industry knowledge make her a trusted partner in both citizenship and real estate endeavours.

Tine Ponia
Managing Director

Asiaciti Trust Cook Islands

Tine Ponia is the Managing Director at Asiaciti Trust Cook Islands in Rarotonga, Cook Islands Tine graduated from Victoria University of Wellington in New Zealand as a top commercial law student and a Barrister and Solicitor of the High Courts of the Cook Islands and New Zealand.

She has over 20 years of admission experience holding Legal/General Counsel roles in various firms and is a registered practitioner with the Society of Trust and Estate Practitioners. Tine has won multiple educational scholarships and awards for her work in the field of law and is a former Director of the Cook Islands Financial Services Development Authority (Cook Islands Finance).

Tammy Fox-Isicoff
Partner
Rifkin & Fox-Isicoff P.A.

Tammy Fox-Isicoff is a former Trial Attorney for the United States Immigration and Naturalization Service and Special Assistant United States Attorney. Tammy has been selected by Best Lawyers as the Best Lawyer in Immigration Law in S. Florida for over 5 years. SuperLawyers has recognized Tammy as one of the top 50 women lawyers in Florida.

Tammy holds an AV® Preeminent™ Peer Review RatedSM by Martindale-Hubbell® and has been continually listed in The Best Lawyers in America, Chambers Global, South Florida’s Top Lawyers, SuperLawyers, International Who’s Who of Corporate Lawyers and The National Association of Distinguished Counsel.

Tammy has been a frequent immigration law consultant on the Today Show and Morning Show. She has served as an immigration legal consultant to NBC, ABC, CBS, CNBC, FOX and MSNBC. Tammy is a frequent author and lecturer on all areas of immigration law.

Tammy has served on the Florida Bar’s Certification Committee for Immigration and Nationality Law and is certified by the Florida Bar in Immigration and Nationality Law. She is the Past President of the South Florida Chapter of the American Immigration Lawyers Association (AILA) and Past President and co-founder of the Latin America and Caribbean Chapter of AILA. Tammy served on the Board of Governors of AILA National for almost 30 years. Tammy has been the recipient of three AILA Presidential Awards for advocacy on behalf of immigrants. Most recently, Tammy co-founded Exodusmigration.net, a company that provides bespoke services for those interested in alternative citizenship and residence through investment.

Noovai Aspris
Legal Counsel
Trustees & Fiduciaries (Cook Islands) Ltd.

Noovai graduated with a law degree from Auckland University, New Zealand and is admitted to the bar in New Zealand and NSW Australia. She has broad experience working in trust companies in both the Cook Islands and Sydney, Australia. She also worked as legal counsel for a proprietary funds management firm in Australia and is now engaged as legal counsel for T&F, specialising in asset protection structures.

Mc Claude Emmanuel
Chief Executive Officer
Citizenship by Investment Saint Lucia

With well over a decade of management experience, Mc Claude Emmanuel possesses a diversified skill set ranging from product development, economic analysis and training & development.

He holds a Bachelor of Science degree in Economics and Business Management; has an MBA, is certified as a Project Management Professional (PMP) and an accredited Certified Business Professional in Marketing.

He brings a wealth of experience from both private and public sectors across various industries including media, utilities and telecommunications.

As the CEO of Saint Lucia’s Citizenship by Investment Programme, his vision is to grow its brand presence across various platforms and penetrate new and emerging territories whilst maintaining the highest compliance and due diligence standards

Cláudia Vasconcelos
Head of Business Development
NEWCO Corporate Services SA

Cláudia Vasconcelos is a Portuguese tax and immigration specialist, with more than three decades of experience assisting international clients investing in Portugal.

Cláudia started her career at the US Foreign Commercial Services in Lisbon and after 15 years working for the Madeira Island investment promotion agency, she joined NEWCO as Head of Business Development, dealing mostly with personal income tax, immigration, and corporate tax matters. NEWCO is a one-stop shop for international investors and expatriates in Portugal, with 30 years of experience and a full range of corporate, real estate, and relocation services.

Cláudia holds an undergraduate degree in International Relations, a Master’s in Business Administration, and Post-graduate Degrees in Taxation and Immigration Law. She speaks English, French, Spanish, and Italian.

Alicea Castellanos
Chief Executive Officer and Founder
Global Taxes LLC

Alicea Castellanos is the CEO and Founder of Global Taxes LLC, where she delivers highly personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors. With over 20 years of experience, Alicea is a recognized expert in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures such as foreign trusts, estates, and foundations that have a U.S. connection.

Her specialties also include foreign investment in U.S. real estate and other U.S. assets, pre-immigration tax planning, expatriation matters, cross-border gift and inheritance issues, foreign asset compliance, offshore disclosures and amnesties, and U.S. market entry strategies for foreign businesses. Fluent in Spanish and proficient in Portuguese, Alicea is known for her cross-cultural expertise and client-centered approach.

Alicea is an active member of STEP, NYSSCPA, AICPA, IFA, and is affiliated with Clarkson Hyde Global and the Global Referral Network. She has been recognized with the NYSSCPA Forty Under 40 Award, and was invited to join Advisory Excellence as the recommended tax expert in the U.S.

In recent years, Alicea has earned Gold and Silver at Citywealth’s Powerwomen Awards and was listed in the Global Elite Directory. In 2024, she was named one of Citywealth’s Top 50 Tax Professionals, shortlisted for the Magic Circle Awards, have been appointed as judge for the Powerwomen Awards USA, certified as an International Business Advisory Firm by AuditTrust International, and is a proud STEP member for 2024/2025.

Ronald Klasko
Chairman
Klasko Immigration Law Partners

Ronald Klasko is the Chairman of Klasko Immigration Law Partners (KILP) and a globally recognised immigration attorney on investment-based immigration. With decades of experience, he has helped thousands of EB-5 and E-2 investors secure U.S. visas and green cards, building one of the world’s largest investment immigration practices with a 9-attorney investment-based immigration team. Under his leadership, KILP has consistently been ranked as a top immigration law firm by Chambers Global and has received numerous industry accolades. Ron is annually recognized by Chambers Global and Best Lawyers in America© (Tier 1) for his expertise. He is also a founding partner of Exodus Migration, a firm dedicated to advising clients on alternative and additional citizenship and residency options worldwide, connecting them with top legal and financial professionals in their chosen countries. Beyond his legal practice, Ron is a two-time recipient of the American Immigration Lawyers Association (AILA) Founders Award for his contributions to immigration law, the only attorney to achieve this honor twice. He serves

on the Governing Board of the Investment Migration Council (IMC), the premier global organization supporting citizenship by investment. A highly sought-after speaker and author, Ron regularly presents at international conferences and contributes to leading industry publications on immigration law and global migration trends. His expertise and leadership continue to shape the future of investment-based immigration, providing innovative pathways for individuals and families seeking opportunities across borders.

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 Mazlumyan
Managing Director / Founding Partner
Plan-B Outbound Migration Consultancy

Mr Calvin S. Mazlumyan, Esq. is a California and U.S. District Court licensed immigration attorney and a seasoned Outbound Migration consultant, specializing in Caribbean Citizenship by Investment and European Golden Visa programs.

He holds a California Realtor/Broker license with a focus on global real estate markets and investment patterns. He is also a FINRA-licensed Investment Advisor Representative.

Graduated from UCLA with College Honors and Departmental Highest Honors, Mr. Mazlumyan pursued a career in Private Banking in major financial institutions like JPMorgan Chase, Bank of America / Merrill Lynch, Citigroup, HSBC, and Wells Fargo, both in investment and lending areas before becoming an attorney and focusing on immigration and global migration matters. He also holds a Master of International Management degree with a concentration on global wealth migration patterns.

Mr Mazlumyan is fluent in English, French, Spanish, Armenian and Turkish. He is a member of the California Bar, the Los Angeles County Bar Association, the Beverly Hills Bar Association, and the Investment Migration Council.

Walter O’Brien
Founder and CEO
Scorpion Computer Services, Inc.

Walter O’Brien (aka “Scorpion”) is the founder of https://scorpioncomputerservices.com, a global think tank for hire that provides “intelligence on demand” as a concierge service for “ANY funded need”. The hit CBS-TV drama “Scorpion” is based on his true-life story and aired in 188 countries for up to a billion viewers a week, the show’s opening scene shows Walter being busted by the NSA/INTERPOL for hacking into NASA and stealing the blueprints to the space shuttle at 13 years old, with an IQ of 197 (5th highest in the world). Walter is the Executive Producer of “Scorpion” and is credited on Spiderman Homecoming, Venom and “The Man Who Fell to Earth” on HBO. Walter’s special abilities led to him being certified by the U.S. Department of Homeland Security as being of National Interest to the U.S. He was granted a National Interest Extraordinary Abilities Visa, qualifying him to work on classified US government projects.

Walter has mitigated risk for 7 years on $1.9 trillion of investments and has invented and applied Artificial Intelligence (AI) engines to protect US warfighters in Afghanistan. Walter has personally applied AI to the Navy’s command and control system “Agile”, as well as “Aegis” the Ballistic Missile Defense System and recently deployed his AI Engine ScenGen to the US Army’s Drone Fleet. Walter has created over 177 unique technology inventions, is an Irish national coding champion and competed in the Olympics in informatics. Walter was recognized by the Fort Wayne Base Community Council for saving countless lives and was awarded a member’s Combat Infantry Badge and Battle Dress Uniform from Operation Desert Storm. Walter is the youngest recipient of Unite4:Good’s Celebrity ICON Humanitarian Lifetime Achievement Award for his work in anti-sex trafficking and anti-terrorism and has received a commendation for his contribution to World Peace. Walter was the keynote speaker at MENSA’s Annual Gathering and provided the seed funding for TaxiWatch, a suicide prevention program that has saved over 1,000 lives to dat

Cynthia Brittain
Partner
Holland & Knight LLP

Cynthia “Cindy” Brittain is a private wealth services attorney in Holland & Knight’s Century City and Newport Beach offices. Ms. Brittain works closely with private clients in the U.S. and around the world, designing efficient strategies that maximize tax benefits for individuals and their companies while meeting personal wealth transfer and business succession needs.

Ms. Brittain has decades of experience advising high-net-worth and ultra-high-net-worth individuals and families on domestic and international income and estate tax planning strategies, and philanthropic endeavors. Her practice offers significant cross-border experience for families whose members are multinational and whose companies have a global footprint. Ms. Brittain helps clients navigate complex issues relevant to international and domestic wealth and asset transfers. She also assists with pre-immigration planning and international corporate tax matters, leveraging her extensive experience with the cross-border regulatory laws that affect planning and compliance. She is frequently sought out by international private clients and their advisory teams in urgent, high-stakes situations to help mitigate legal and reputational risk.