Outbound Summit - USA 2026
New York Hilton Midtown
Pre-Conference Day
18:00 - 20:00PM
Welcome Cocktail Reception for Speakers, Sponsors & Overseas Delegates
New York Hilton Midtown, Herb n’ Kitchen (Ground Floor)
DAY 1 - Citizenship & Residency by Investment
08:00AM
Registration Opens
08:50 - 9:00AM
Welcome and Opening Remarks of the Forum Chairman
Matthew Sumner
Managing Director, Outbound Investment Group
09:00 - 09:35AM
Session 1 - Opening Government Addresses: The Bahamas, Nevis, and the British Virgin Islands
Panelists:
Hon. Jerome Kennedy Fitzgerald
Minister of Economic Affairs, The Bahamas
Hon. Premier Mark A. G. Brantly
Premier, St. Kitts and Nevis
Hon. Lorna Smith
OBE, Minister for Financial Services, Government of the Virgin Islands
09:35 - 09:45AM
Session 2 - Solving International Banking Problems: How the Largest Caribbean Bank Powers the Speed of Money and Wealth
Benjamin Wey
Senior Economic Policies Advisor, Hamilton Reserve Bank
Citizenship Routes from Around the World
09:45 - 09:50AM
Session 3 - Caribbean Citizenship by Investment Unit, St. Kitts and Nevis
Speaker:
Calvin St Juste
Executive Chairman of Citizenship by Investment Unit, St. Kitts and Nevis
09:50 - 09:55AM
Session 4 - Driving Sustainable Investment: Saint Lucia's Citizenship by Investment Programme as a Catalyst for Economic Growth
Speaker:
Mc Claude Emmanuel
CEO, St. Lucia Citizenship by Investment Unit
09:55 - 10:35AM
Session 5 - Second Citizenship, First-Class Living: The Caribbean CBI Landscape in 2026 and Beyond
A strategic look at the region’s premier programs
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Panelists:
Calvin St Juste
Executive Chairman of Citizenship by Investment Unit, St. Kitts and Nevis
Mc Claude Emmanuel
CEO, St. Lucia Citizenship by Investment Unit
Thomas Anthony
CEO, Investment Migration Agency Grenada
Gregory McDougall
Dominica Citizenship by Investment Unit
10:35 - 10:45AM
Session 6 - Naoero Program Office
Speaker:
Ronald Li
Director of Strategic Partnerships (APAC), Naoero Program Office
10:45 - 11:35AM
Session 7 - Passports, and Possibility: Citizenship by Investment, Merit and Descent in a New Era
Moderator:
Armand Arton
President, Arton Capital
Alfredo Bragança Trinidade
COO, São Tomé and Príncipe Citizenship by Investment Unit
Mc Claude Emmanuel
CEO, Citizenship Investment Unit, St. Lucia
Ronald Li
Director of Strategic Partnerships (APAC), Naoero Program Office
Christopher Willis
Managing Partner, Latitude Group
Chad Fraser
CEO, Sonover
Citizenship by Merit - Armand Arton
President, Arton Capital
11:35 - 11:45AM
Session 8 - FRANCE IDea - The first structured Residency by Investment in France
Speaker:
Charlie Maggi
CEO, The Open World / France Idea Keynote
11:45 - 12:35PM
Session 9 - Pathways to Europe: Residency Programs You Need to Know
Leading firms present the latest on qualifying investments and policy updates Contrast of European programs and other routes to EU access
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Ryan Darmanin
COO and Managing Director, Latitude Group, Malta
Cláudia Vasconcelos
Strategy And Operations, NSM Lawyers, Portugal
Angelos Sarris
Founder and CEO, Heritage Group, Greece
Elina Nikaki
Assistant General Manager Retail Banking, Eurobank, Greece
Dan Brotman
Apex Capital Partners, Italy
12:35 - 13:50PM
Networking lunch
12:35 - 13:50PM
VIP Lunch by Antigua & Barbuda Citizenship Investment Unit
13:50 - 13:55PM
Raffle by The Bespoke Club
13:55 - 14:05PM
Session 10 - The Malta Advantage: Residency & European Access
Speaker:
James Muscat Azzopardi
Partner, MA&A Advocates
14:05 - 14:35PM
Session 11 - Malta: opportunities for investment, business, residency
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Kurt Farrugia
CEO, Residency Malta Agency
Nathalie Farrugia
Deputy CEO, Malta Enterprise
Miguel Borg
CEO, Malta Venture Capital
14:35 - 15:05PM
Session 12 - Beyond the Golden Visa: From Capital to Contribution How talent, knowledge and global networks can turn mobility into economic opportunity.
Hosted by WORLD TALENTS
David Bonellie
Vice President of Business Operations, World Talents
Teresa Fiúza
Chief Investment Officer, Banco Português de Fomento
Carlos Moura
US Trade and Investment Director, AICEP Portugal Global
Avtandili Kasradze
Chairman, Georgia Innovation and Technology Agency (GITA)
Portugal Spotlight
15:05 - 15:50PM
Session 13 - Golden Gains: Inside Portugal’s Golden Visa-Eligible Investment Funds
Golden visa-eligible investment fund representatives make their case
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Fernando Leony
Director of International Distribution, Heed Capital
Nuno Sousa Pereira
CEO and Founding Partner, Sixty Degrees
Bobby O'Reilly
CEO and founder, UR Home Group
15:50 - 16:20PM
Session 14 - Brains Behind the Funds: A Debate on Performance and Purpose
Strategy, structure, and smart risk-taking in golden visa-eligible funds
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Panelists:
Fernando Leony
Director of International Distribution, Heed Capital, Portugal
Nuno Sousa Pereira
CEO and Founding Partner, Sixty Degrees
16:20 - 16:25PM
Closing Remarks by Matthew Sumner
Greek Golden Visa
16:25PM
Session 15 - The New European Dream: Greece as a Hub for Investment and Global Mobility
Speaker:
Vanessa Zhong
Director Of Global Marketing And Business Development, Hellenic Investment Fund
16:30PM
Networking Cocktail
DAY 2 - Tax, Wealth and Structuring
08:00AM
Registration Opens
08:50-9:00AM
Welcome and Opening Remarks of the Forum Chairman
Speaker:
Matthew Sumner
Managing Director, Outbound Investment Group
09:00 - 09:40AM
Session 1 - Panel Discussion: Strategic Residency by Comparing European Relocation Through a Tax Considerations
How evolving policies shape the future of mobility and wealth planning in the EU
Panel Discussion:
Matthew Sumner
Managing Director, Outbound Investment Group
Panelists:
Malcolm Ferrante
Senior Manager Immigration and Relocation, CSB International, Malta
Cláudia Vasconcelos
Strategy and Operations, NSM Lawyers, Portugal
Jose Aguilar Shea
Squire Boggs Patton, Spain, Italy, France
09:40 - 10:30AM
Session 2 - Panel Discussion: More than Just a Home: Residency & Citizenship Eligible Real Estate Investments
Matthew Sumner
Managing Director, Outbound Investment Group
Istvan Nagy
Partner, Romero Nagy Law Firm, Paraguay
Ian Casolani
Managing Director, Belair Property, Malta
Kevin Hosam
Founder and Chairman, EC Holdings, Caribbean
Brandace Duncanson
Director of Financial Services, Bahamas Ministry of Economic Affairs, Bahamas
Tate Worswick
Senior Business Developer, Immigrant Invest, Panama
10:30 - 11:00AM
Session 3 - Roundtable Discussion - Oceania Focus Panel: New Zealand & Nauru
Panelists:
Ronald Li
Director of Strategic Partnerships (APAC), Naoero Program Office
Mischa Mannix-Opie
Director of Client Experience, Greener Pastures, New Zealand
11:00 - 11:30AM
Session 4 - Argentina Unlocked: The Architects on What Comes Next
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Nuri Katz
CEO, Apex Capital
Christopher Willis
Managing Director, Latitude Group
Armand Arton
President, Arton Capital
Jeffrey Henseler
Founder and Chairman, Passport Legacy
11:30 - 11:40AM
Session 5 - Wealth Provides Options. But How Well Is It Protected?
7 signs your clients need a Cook Islands or Nevis trust – and how you can help them.
Matthew Smith
Director: Business Development, Southpac, Cook Islands
11:40 - 11:45AM
Session 6 - Who Decides When You’re No Longer in the Room?
Elise Donovan
CEO, BVI Finance
11:45 - 13:15PM
Networking luncheon
13:15PM
Raffle by The Bespoke Club
Cross-Border Tax Planning & Wealth Protection
13:20 - 13:50PM
Session 7 - Panel Discussion: Cross-Border Corporate and Wealth Structuring Opportunities from the World's Leading Financial Centers
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Brandace Duncanson
Director of Financial Services, Ministry of Economic Affairs, The Bahamas
Christopher Simpson
Head of the Commercial Department, O'Neal Webster, British Virgin Islands
Harsh Patel
CEO, Water and Shark, United Arab Emirates
Daisy Joseph Andall
Partner, Joseph Rowe Attorneys-at-Law, St. Kitts & Nevis
Benjamin Wey
Senior Economic Policies Advisor, Hamilton Reserve Bank, St. Kitts & Nevis
13:50 - 14:40PM
Session 8 - Cross-Border Clarity: Wealth Preservation Strategy for Global American Families
Moderator:
Matthew Sumner
Managing Director, Outbound Investment Group
Blake Harris
Founding Principal, Blake Harris Law, Cook Islands
Benjamin Wey
Senior Economic Policies Advisor, Hamilton Reserve Bank, St. Kitts & Nevis
Angelo Robles
Founder, SFO Continuity, USA
Ted Kanarek
Managing Director and President, Cairi Legacy Partners, USA
14:40 - 15:20PM
Session 9 - Tax Pitfalls and Optimization Strategies When Leaving the US
Shannon P. McNulty
Founder, The Village Law Firm
15:20 - 15:50PM
Session 10 - Protecting the Family Legacy: Across Borders, Across Generations
Ted Kanarek
Managing Director and President, Cairi Legacy Partners
15:50 - 16:20PM
Session 11 - The Future of Family Offices, AI, and Power I'm Not Commenting on AI. I'm Running It.
What Twenty Years Inside a Hundred Billionaire Families Taught Me About What Happens Next
Angelo Robles
Founder & CEO, SFO Continuity
16:20 - 16:25PM
Closing Remarks
Speaker:
Matthew Sumner
Managing Director, Outbound Investment Group
16:30PM
Networking Cocktail
20:00PM
Farewell Dinner
Duomo 51. Address: 25 W 51st St #7, New York, NY 10019