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Outbound Investment Group

Get ready to take part in the most important event in China on:

Corporate Structuring Immigration by Investment Wealth Protection and Succession

36 Speakers From
Around the World

November 18th-21st 2024

Shanghai

Apply Now
About

Asia Outbound

Asia Outbound is the leading Asia-based provider of conferences, business development services, and online news channels designed to assist corporate structuring, asset protection, and immigration service providers. We assist these groups of professionals to reach and effectively serve financial intermediaries and HNWI in Asia.

Asia Outbound is among the most trusted resources for Asia’s business and investment leaders, providing them with uncompromising commentary, concise analysis, and direct access to the offshore world and its professionals.

 

Apply Now

TESTIMONIALS

What a great opportunity for us to present our 'UAE Advantage' initiative in Shanghai during the Asia Outbound Summit, combined with a full-week roadshow in China. We are blessed to carry the UAE flag to such meetings and witness the tremendous response and interest from the international community wherever we go. We engaged with hundreds of new partners, prospective clients, and investors looking to enter the UAE market. The Chinese market has been a significant contributor to the overall GDP and a major foreign investor in the UAE.
- Lorenzo Jooris
- Lorenzo JoorisChief Executive Officer at Creative Zone
I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.
Ry Guy
Ry GuyRegional Director at Starter Visa Services
By the time I arrived here, my expectations had gone up higher to five; now I'm at six, seven; we're at about eight now. And here's the reason why. People who are walking the floors are qualified. People who are leading the events, and people who are putting on AV are qualified. Now we're approaching level eight out of ten of exceeding my expectations for this event.
Slava Apel
Slava ApelCEO at Starter Visa Services
Hi, I'm Ryan from Canada, also known as Rye Guy with Startup Visa Services. I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.
Ry Guy
Ry GuyRegional Director at Starter Visa Services
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Why China?

Why you should attend the 2024 Asia Outbound Summit Series

Since the inception of the Asia Outbound Summit series in 2010, China’s HNWI, investment groups, and corporations have developed an ever-increasing need for sophisticated international wealth, immigration tax and asset planning services. This demand, coupled with increasing pressure from local and international authorities for transparency has created a massive gap in traditional offshore planning for local practitioners.

Why China?

  • The total number of HNWIs in China is expected to reach 5.6 million by 2023. This makes China the world’s second largest HNWI population, only behind the USA. (CreditSuisse World Wealth Report)
  • An estimated 2 million HNWIs will seek investment migration solutions. China is a market that no investment migration provider can overlook (Hurun Report, CreditSuisse World Wealth Report extrapolation)
  • Currently, Chinese nationals hold USD 1.4 trillion in offshore assets, with an estimated increase to 3 trillion by 2023. Overseas banks and wealth managers stand to make a windfall if they position themselves correctly (CMB-Bain China Wealth Survey, CreditSuisse World Wealth Report)
  • China is the second largest source of foreign direct investment globally with USD 1.8 trillion already invested in foreign companies. (World Bank)
  • -65% of Chinese HNWIs are in progress or will be in progress of planning wealth inheritance within the next 1 to 3 years. (CMB-Bain China HNWI Survey)
Apply Now
Summit Schedule

About Asia Outbound Summit 2024

In 2024, for the 13th year, Asia Outbound will host the largest offshore finance and wealth management events in Asia. The Asia Outbound Summit Series, will bring together hundreds of China’s top financial intermediaries together with corporate and financial service providers, governments and investment promotion agencies from all over the world.

Each conference in the series will be attended by over 400+ of China’s leading intermediaries and agents whose businesses focus on:

Immigration by Investment
  • Citizenship & residence planning as a tax planning tool
  • Real estate market trends for UHNWI
  • 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
Wealth Protection & Succession
Corporate Structuring
  • BEPS, CRS and transfer pricing implications for corporations
  • Investment structuring within the Belt and Road Initiative
  • Selection and set up of outbound investment structures
  • Path and compliance measures for outbound investments
  • Company formation, maintenance, regulation and compliance
  • Day 1 – Welcome Cocktail
  • Day 2 – B2B Summit – 8 AM-6 PM
  • Day 3 – B2B Summit – 8 AM-6 PM
  • Day 4 – B2C Forum – 2 PM-6 PM
  • Day 4 – Farewell Party – 7 PM-10 PM
Schedule of Events
What You Will Learn
  • The unique behavior patterns of Asia’s HNWI
  • Building trust and reputation in Asia’s markets
  • Trends in the growing demand of Asia’s estate planning and wealth preservation sector
  • Best practice strategies when dealing with cultural differences
  • Regulatory updates affecting the region
  • How to avoid common pitfalls when entering the region
What You Will Learn

Schedule of Events

Day 1

Welcome Cocktail at Lobby Lounge

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.

Day 2

B2B Summit

From 8 am to 6 pm, the main conference is held at the Grand 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. 

Day 3

B2B Summit

From 8 am to 6 pm, join us again at the Grand Ballroom for the second day. This session 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 partnerships. 

Day 4

B2C Forum

Join us with the Entrepreneurs’ Organization from 2 pm to 6 pm, a premier gathering designed for financial professionals and savvy investors who are keen to learn more on cross-border investment and planning for their businesses and families. 

Day 4

Farewell Party

Enjoy the iconic skyline and vibrant ambiance of Shanghai, and further understand the city’s historic and contemporary cultures, by taking part in the farewell dinner full of local dishes. Celebrate your business achievements with friends and colleagues, and it will be a memorable conclusion to an incredible week.  

Conference Ticket Price

Standard ticket

$1300

2 Conferences
4 Socials Events

BUY TICKET

 (Early Bird price) until Aug 15th, then $1,600

Patron Sponsor Ticket

$2100

2 Conferences
4 Socials Events
your logo listed as a sponsor

BUY TICKET

Ordinary ticket

$200

4 Events
3 Socials
Corporate Branding
1 Cultural Tour

BUY TICKET

Current Speakers

Dr. Csaba Magyar

Managing Partner
Crystal Worldwide Law Firm 

Gonçalo Mendes Leal

Founding  Partner
NSMLawyers

Kenneth Camilleri

Managing Director and Co-Founder
Vertex Alliance

Guilherme Valadares Carreiro

Investment Professional
Oxy Capital 

João Baptista

Chief Executive Officer and Co-Founder
Spark Group 

Ambassador Jeffery Hadeed

Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Cláudia Vasconcelos

Head of Business Development
NEWCO Corporate Services SA

Current Sponsors

Gold
VIP Dinner
Silver
Bronze
Titanium Sponsors

Exhibition

SUPPORTING ORGANIZATION

Previous Sponsors

Venue

Venue: Shanghai Marriott Hotel City Centre 

Address: No. 555 Middle Xizang Road (nearby People’s Square), Shanghai
https://maps.app.goo.gl/3hEuy9ywATHxnqHX9

The discounted group rate for Deluxe Room in the Shanghai Marriott Marquis City Centre where the upcoming Outbound Investment Summit Shanghai will be held is as follows.

CNY1,100 Net/room/night for single stay and CNY1,250 Net /room/night for double stay

– The above group rates include 16.6% service charge and tax.

-The above group rates are inclusive of breakfast(s) and internet.

-It is very important to make your reservation before November 11th, the cut-off day for group booking with the basis of first arrived first served..

Book your group rate for outbound investment group in november

-Please contact Kid HE [email protected] shall you have any inquiries.

Dr. Csaba Magyar
Managing Partner
Crystal Worldwide Law Firm

Csaba is a graduate of the Law Faculty, afterwards, he obtained the Accredited Tax Consultant Certification. He passed the BAR examination before attaining accreditation as an Insolvency Practitioner and Asset Controller. Then he became a Chartered International Tax Expert. Later on, he took the Trust and Estate Practitioner Faculty. He is a postgraduate specialist in investment funds, corporate finance, and stock exchange. He is the co-founder of the Society of Hungarian Trust and Estate Practitioners and he is the vice-chair of the Association of Hungarian Tax Experts. In 2023, he became the Immigration Lawyer of the Year in Hungary.

Csaba holds seminars and courses about international taxation and immigration law in different training institutes and universities for tax advisors and lawyers. In the course of his activity at Crystal Worldwide Law Firm, most of his time has been dedicated to immigration by investment, tax advisory, and business consulting. He uniquely combines relocation strategies with international asset and tax planning: including handling complex transactions and managing cross-border investment issues successfully for High Net Worth Individuals.

 

Gonçalo Mendes Leal
Founding Partner
NSMLawyers

Gonçalo is the founding partner of NSMLAWYERS, 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 is dedicated to golden visas, D7, digital nomad, tech visas, and all types of residency in Portugal. 

Kenneth Camilleri
Managing Director and Co-Founder
Vertex Alliance

Kenneth is the Managing Director and Co-Founder of Vertex Alliance. By profession, Kenneth is a qualified and warranted accountant and tax advisor, and his expertise lies in residency and citizenship, international taxation, and wealth structuring. Previously, Kenneth held the position of Senior Director at an international law firm for a span of fifteen years, whereby he led both the Tax Advisory and Tax Compliance Departments as well as the Residency and Citizenship team responsible for the Asian market. 

Over the years, Kenneth has spoken at numerous conferences and roadshows in America, Asia, the Middle East and Europe. Many diverse high-net-worth individuals have entrusted Kenneth with both their personal as well as corporate tax planning. Furthermore, together with his team of professionals, Kenneth has supported clients in acquiring European residences and citizenship by investment.

Guilherme Valadares Carreiro
Investment Professional
Oxy Capital

Guilherme is a Senior Associate on the investment team, Head of the Mercurio Fund (Private Equity Fund eligible for Golden Visa), and sits on the Investment Committee.

His transaction experience as a member of the Growth & Buyout investment team includes multiple 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 Mercurio Fund (Private Equity Fund eligible for Golden Visa), 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). 

João Baptista
Chief Executive Officer and Co-Founder
Spark Group

João is the CEO and co-founder of the Spark Group.

He has several years of experience across the globe in various industries including finance, real estate, and management consulting. João is a specialist in business strategy with an extensive track record in investing in Portugal.

He holds a Master’s in International Business from the HEC School of Management, France, and a Degree in Management from Nova School of Business, Lisbon. 

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.

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.