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.
Unlimited Potential
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.
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 visit the U.S. government’s official website.
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.
• 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.
• 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 under a multijurisdictional context.
• FATCA/CRS updates and implications.
• Expatriation planning and execution.
Explore the world of global mobility, citizenship and residency by investment. Discover leading citizenship routes, Caribbean programs, European residency pathways, Portugal’s investment landscape and the Greek Golden Visa, with insights from government officials, investment specialists and industry leaders.
Navigate the intersection of global mobility, tax, wealth protection and international structuring. Explore strategic residency planning, cross-border tax considerations, international real estate, wealth preservation, corporate structuring and strategies designed to help global families protect and grow their wealth.
Address:
1335 Avenue of the Americas, New York, NY 10019, USA
Accommodation is available through the official Outbound Investment room-block booking link for stays between 23–27 September 2026. Room rates are subject to availability and may vary depending on the selected dates and length of stay.
We encourage delegates to stay at the New York Hilton Midtown to enjoy convenient access to all summit sessions, networking events, and delegate activities. Reservations remain open while room inventory is available, and early booking is recommended.
For booking assistance, please contact [email protected] or +1 212-586-7000.










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.
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.
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.
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.
Yes, attendance requires a paid ticket. We offer Standard and Patron Sponsor options, each with different levels of access and benefits. You can view pricing and secure your spot directly on our website.
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.
Rooms 05-15, 13A/F, South Tower, World Finance Centre, Harbour City, 17 Canton Road, Tsim Sha Tsui Kowloon Hong Kong
Looking for collaboration?
© 2026 Outbound Investment Group.
The Honourable Mark A. G. Brantley is a distinguished legal professional and statesman who has served as the Premier of Nevis since December 2017. A Senior Counsel and former founding partner of Daniel, Brantley & Associates, he built a successful career in international commercial litigation before entering politics.
Brantley has served as Minister of Foreign Affairs and Aviation and has been a leading voice in advancing Nevis’s economic development, renewable energy ambitions and financial services sector. As Premier, he has championed a “Nevis First” approach focused on sustainable development, economic autonomy and modernising the island’s infrastructure.
He is also the leader of the Concerned Citizens Movement (CCM) and remains a prominent figure in the political and economic development of Nevis and the wider Caribbean.
Hon. Lorna Smith, OBE is a distinguished public servant and business leader with decades of experience in government, financial services and the private sector in the British Virgin Islands.
She played a key role in establishing BVI Finance and led the BVI International Finance Centre, promoting the BVI’s financial services industry internationally. Prior to becoming Deputy Premier and Minister for Financial Services, Labour and Trade in 2023, she held senior roles in the private sector and served as a director of several BVI businesses.
Hon. Smith has been instrumental in strengthening the BVI’s global reputation as a leading financial centre and tourist destination and played an important role in the territory’s recovery following Hurricanes Irma and Maria.
She was awarded the Order of the British Empire (OBE) for her contribution to public service in the BVI and is also a multiple Paul Harris Fellow.
Senator the Hon. Jerome K. Fitzgerald is the Minister of Economic Affairs for the Commonwealth of The Bahamas, with more than three decades of experience in law, public policy, education, governance, international affairs, and business.
Called to the English and Bahamian Bars in 1991, he holds an LL.M. from King’s College, University of London, and an M.Sc. in Shipping, Trade and Finance from City University Business School, London.
Minister Fitzgerald previously served as Senator (2007–2012), Minister of Education, Science and Technology (2012–2017), and Senior Policy Advisor in the Office of the Prime Minister (2021–2026). As Education Minister, he led major education reforms and played a significant role in the transformation of The College of The Bahamas into the University of The Bahamas.
He has also held prominent regional and international leadership positions, including Chairman of the Commonwealth Education Ministers and Chairman of the Inter-American Committee on Education.
As Minister of Economic Affairs, he focuses on economic diversification, investment, financial services, digital transformation, and sustainable economic growth for The Bahamas.
Mc Claude Emmanuel serves as the Chief Executive Officer (CEO) of the Citizenship by Investment Unit (CIU) of Saint Lucia, providing strategic leadership for the administration and continued development of the country’s Citizenship by Investment Programme.
With more than a decade of executive leadership experience across the public and private sectors, Mr. Emmanuel has built expertise in organizational transformation, strategic planning, operational excellence, and sustainable growth. He holds a Bachelor of Science in Economics and Business Management from the University of the West Indies and an MBA in Marketing from King Graduate School. He is also a certified Project Management Professional (PMP) and Business Professional in Marketing.
Throughout his career, Mr. Emmanuel has held senior leadership roles in telecommunications, media, marketing, and human resource development. His previous positions include Human Resources Project Officer at LUCELEC, General Manager of Radio St. Lucia Company Ltd. and McDowell Broadcasting Ltd., and senior marketing and mobile leadership roles at Cable & Wireless (St. Lucia).
As CEO of the CIU, Mr. Emmanuel oversees the Unit’s strategic direction, operations, governance, and service delivery, leading a multidisciplinary team of approximately forty professionals. He is focused on strengthening compliance, transparency, due diligence, risk management, digital transformation, and operational efficiency.
Through collaboration, innovation, accountability, and strong international partnerships, Mr. Emmanuel is committed to positioning Saint Lucia as a trusted destination for reputable global investors while ensuring that the Citizenship by Investment Programme delivers sustainable, long-term value to the people of Saint Lucia.
Kurt Farrugia is Chief Executive Officer of Residency Malta, the government agency responsible for administering Malta’s residency-by-investment and temporary residence programmes, including the Malta Permanent Residence Programme (MPRP), the Nomad Residence Permit and the Malta Startup Residence Programme. With an accomplished career spanning public administration, strategic communications and executive leadership, Kurt brings extensive experience in governance, stakeholder engagement and organisational transformation across the public sector. Throughout his career, he has held a number of senior leadership positions, leading multidisciplinary teams and driving initiatives that have strengthened institutional performance, enhanced public service delivery and fostered collaboration between the public and private sectors. He has served as Head of Government Communications and spokesperson to the Prime Minister, Chief Executive Officer of Malta Enterprise, where he led the agency to major investments, building the start-ups ecosystem as well as assisting local businesses through various initiatives, and most recently Chief Executive Officer of Transport Malta. As CEO of Residency Malta, Kurt is focused on building on the Agency’s strong foundations while steering it towards its next phase of growth and excellence.
Lorna Smith, OBE, has several decades of experience at the highest levels of public service in the British Virgin Islands and has spent the last decade supporting Caribbean governments, corporations, and individuals in various commercial ventures. She played a pivotal role in establishing BVI Finance, a public-private partnership devoted to business development and the promotion of the financial services industry. Prior to being elected to the House of Assembly in 2023 and serving as Deputy Premier and Minister of Financial Services, Labour and Trade for seventeen months, she served as a Director of several BVI businesses.
Over the course of her senior-level public service, Lorna has developed extensive relationships with leaders from the business community, international NGOs, and government leaders from around the world. She has been one of the key “engineers” behind the BVI’s rise from relative obscurity to its present position as a top-flight tourist destination and one of the premier centres for global finance. Her unique experience and expertise in facilitating collaboration between the public, private, and non-profit sectors, both within the BVI and across different nations, gives her special insights into the challenges and opportunities facing organizations seeking to operate in the BVI and across the Caribbean.
In 2002, Lorna took the helm of the BVI International Finance Centre, which is charged with promoting the BVI’s financial services. She worked closely with the private sector, mounting promotional events in London, New York, Miami, Zurich, Geneva, Shanghai, Hong Kong, and Singapore.
Lorna was also pivotal in helping restore the financial services industry in the aftermath of Hurricanes Irma and Maria, through her leadership and communications skills. She also played a vital role within Government, particularly on the interim Recovery Board, as well as through the Rotary Club of Tortola, where she raised significant sums to aid recovery efforts and support those in need.
Lorna was awarded the Order of the British Empire (OBE) by Her Majesty Queen Elizabeth II for her contribution to public service in the British Virgin Islands. She is also a multiple Paul Harris Fellow in recognition of her contributions to Rotary.
Elise Donovan is the Chief Executive Officer of BVI Finance, the organisation that promotes the British Virgin Islands as a premier international finance centre (IFC). She leads global outreach for a jurisdiction that facilitates roughly US $1.4 trillion in cross-border trade and investment, working closely with industry practitioners and policymakers on emerging trends.
Her career includes senior posts at the BVI Government, the BVI Financial Services Commission, and representative offices in London and Hong Kong—experience that gives her a broad perspective on policy, regulation and market development. Donovan’s work routinely takes her to major financial hubs in Asia, Europe, the Americas and Africa, where she strengthens relationships and advances dialogue on fintech, sustainable finance, global trade and evolving regulation.
A frequent contributor to industry forums and journals, she writes and speaks widely on IFCs and the BVI’s role in the global economy.
Ronald Li is Director of Strategic Partnerships (APAC) of the Nauru Program Office and Climate Resilience Citizenship Program. In this role, he oversees the partnerships with licensed agents and strategic partners of Nauru Program Office in APAC to ensure it is run effectively and to the highest standard. Ronald has extensive experience in built environment and impact, specialising in real estate asset management, smart city and climate tech.
He is an chartered surveyor, Unreasonable fellow, fellow of the Royal Society of Arts (FRSA) and assessor for the Royal Institution of Chartered Surveyors (RICS). He sits on the Urban Land Institute (ULI) Hong Kong NEXT committee as well as advisory councils/panels of WELL Building Standard, MIT Technology Review and Harvard Business Review.
Carlos Moura, 56, is Coordinating Director of AICEP Portugal Global in the United States and Economic and Commercial Counsellor at the Embassy of Portugal in Washington, D.C., a position he has held since September 2024.
With more than 30 years of experience in internationalization, investment, and economic diplomacy, he has held senior AICEP/ICEP positions across Ireland, the United Kingdom, Singapore, Brazil, the Nordic markets, and the United States. His career has focused on promoting Portuguese businesses internationally, attracting investment, and strengthening bilateral economic relations.
He has also served on the boards of several international business associations, including EuroCham Singapore, the EU-Malaysia Chamber of Commerce and Industry, and the Portuguese Chamber of Commerce in São Paulo.
Carlos holds a degree in Public Management and Administration from the University of Lisbon, postgraduate qualifications in Diplomatic Studies and Management and Organizational Innovation, and a certificate in International Development from University College Dublin. He is fluent in English and Italian, with good knowledge of Spanish and French.
Teresa Fiúza is Chief Investment Officer at the Banco Português de Fomento (BPF) since February 2025. With more than thirty years of experience in the financial and investment sector, she previously served as Vice-Chair of the Board of Directors at Portugal Ventures, a venture capital company within the Banco Português de Fomento Group, and as a Board Member at Lisgarante.
With extensive experience in banking and specialized credit, she was Deputy Director at Banco Montepio and Head of Corporate Banking Center at Banco Espírito Santo / Novo Banco, where she worked closely with companies and commercial teams.
She was one of the founders of the Portuguese chapter of the INSEAD Women in Business club and a trainer at the Instituto de Formação Bancária. She is a guest speaker at various national and international events, an active member of corporate volunteering initiatives, and the author of several opinion articles in the field of entrepreneurship and innovation.
Adding {{itemName}} to cart
Added {{itemName}} to cart