Outbound Investment Summit Shanghai 2025 | November 11-12
November 11: Investment Migration and Wealth Planning
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Time Slot
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Agenda
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8:00
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Registration & Exhibition Booths Open
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9:20-9:30
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Welcoming Remarks
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9:30-9:50
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Session 1: 2026 Outlook for China’s Investment Immigration Industry
Luc Lu, Partner, IMI Asia |
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9:50-10:00
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Session 2: Portugal Open-Ended Funds to Secure Wealth Building
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital |
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10:00-10:10
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Session 3: Investing in the Future: Malta’s Residency Solutions for Families
Vicky Spiteri, Head of Marketing & Business Development, Residency Malta Agency |
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10:10-10:20
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Session 4: Overview of the Nauru Economic & Climate Resilience Citizenship Program
Edward Clark, Chief Executive Officer, Nauru Economic and Climate Resilience Citizenship Program |
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10:20-10:30
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Session 5: Education, Migration, Entrepreneurship – Pathways to Success in the Swiss Context
Alexandre Touihri, Chairman, Academic Gateway AG |
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10:30-10:55
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Networking Coffee Break
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10:55-11:15
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Session 6: Innovation, Investment and Immigration: Your Pathway to Canada
Dev Mitra, Managing Partner, Matrix Venture Studio |
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11:15-12:10
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Session 7: Panel Discussion – Empowering Chinese Investors with Greater Global Mobility
Panelists: Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital Philippe May, Founder & CEO, EC Holdings Abhijit Sankar Roy, Co-Founder and Managing Partner, Matrix Venture Studio George Eid, Senior Vice President & Head of Global Sales, Arton Capital Christos Vardikos, Attorney at law, Vardikos & Vardikos Law Firm Ivan Rodriguez, Managing Director Asian Markets, Become American Investor LLC |
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12:10-14:00
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Networking Luncheon
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14:00-14:10
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Session 8: A Deep Dive into Bulgaria and Botswana programs
Radost Ivanova, Program Director & Head of Processing, Arton Capital |
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14:10-14:20
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Session 9: Becoming a European Resident by Investment in Greece
Vasilis Leivadas, Head of Business Development, LUX&EASY |
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14:20-14:30
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Session 10: Newly Launched Funds for New Zealand Residency that You Need to Know
Mischa Mannix-Opie, Director of Client Experience, Greener Pastures New Zealand |
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14:30-14:40
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Session 11: ALMA FIU TEA EB-5 Luxury Student Housing in Miami by BAI Capital
Ivan Rodriguez, Managing Director Asian Markets, Become American Investor LLC |
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14:40-14:50
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Session 12: Labuan IBFC - A Compliant Pathway to Global Growth for Chinese Corporates
Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC |
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14:50-15:10
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Session 13: Unlocking Global Opportunities with Samoa
Tuifaasisina Sieni Voorwinden, Chief Executive Officer, Samoa International Finance Authority |
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15:10-15:40
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Networking Coffee Break
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15:40-16:00
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Session 14: Destination Digital: The Strategic Priorities of Global Fintech Executives
Elise Donovan, Chief Executive Officer, BVI Finance |
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16:00-16:45
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Session 15: Panel Discussion – Safeguarding Your Financial Future: The Key to Preserving Your Wealth
Panelists: Terai Boaza, Legal Counsel, Trustees & Fiduciaries Cook Islands – Speaking on behalf of Cook Islands Finance Greg Crawford, Chief Executive Officer, Crawford Trust Company, LLC Elise Donovan, Chief Executive Officer, BVI Finance Sean Deng, Vice President, Morgan Vantage |
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16:45
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Closing Remarks & Networking Cocktail
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Outbound Investment Summit Shanghai 2025 | November 11-12
November 12: Succession Planning and Corporate Structuring
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Time Slot
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Agenda
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|---|---|
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8:00
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Registration & Exhibition Booths Open
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9:20-9:25
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Opening Remarks
Zhivargo S. Laing, Director of Caystone Solutions, Executive Director of the Government & Public Policy Institute, Former Cabinet Minister in the Government of The Bahamas |
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9:25-9:45
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Session 1: True Sharing - Practical Experiences of Chinese Enterprises Going Global
Jessie Wei, General Manager, Shanghai Choice Media and Consultation |
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9:45-10:05
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Session 2: Versatile and Robust Instruments for Asset Protection
Greg Crawford, Chief Executive Officer, Crawford Trust Company, LLC |
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10:05-10:25
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Session 3: Cook Islands: Leading the World in Asset Protection and Relationship Property Planning
Matthew Smith, Director: Business Development, Southpac – Speaking on behalf of Cook Islands Finance |
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10:25-10:45
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Networking Coffee Break
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10:45-11:15
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Session 4: Roundtable Discussion - The Bahamas: A Premier Destination for Global Partnerships and Investments
Panelists: Antoine W. Bastian, Founder and Principal, Genesis Fund Services Limited Andretti Bain, Head of Sports and Brand Ambassador, Champion Spirit Country Club Bahamas Delphino Gilbert Cassar, CEO, Equity Group Business Development Ltd. Michael Clare, Head of Digital Assets and Fintech Operations, Liongate Bahamas Limited |
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11:15-12:00
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Session 5: Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdictions
Panelists: Tuifaasisina Sieni Voorwinden, Chief Executive Officer, Samoa International Finance Authority David Fiebig, Director, ICS Corporate Services (Cayman) Limited Lorenzo Jooris, Managing Director for the Middle East, Encor Group |
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12:00-14:00
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Networking Luncheon
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14:00-14:15
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Session 6: Cross-border Legal and Tax Issues Arising from CRS and the Underlying Logic of Cross-Border Planning
Chang Cai, Director and Founding Partner, Shanghai Inhetrust Law Firm |
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14:15-14:30
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Session 7: High-Net-Worth Chinese Clients' Cross-Border Marriages: Common Scenarios and Coping Strategies
Frank Xie, Attorney, Shanghai Inhetrust Law Firm |
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14:30-14:40
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Session 8: Empowering International Businesses to Excel in Complex Markets through Innovative Solutions
Lorenzo Jooris, Managing Director for the Middle East, Encor Group |
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14:40-14:50
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Session 9: Corporate Structure Requirements and Solutions under Penetrating Supervision
AVCO Corporate Services |
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14:50-15:00
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Session 10: Meydan Free Zone in Dubai, Built for Entrepreneurs who Think Global
Mohammad Bin Humaidan Al Falasi, Director, Meydan Free Zone |
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15:00-15:20
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Session 11: How is the BVI Changing? Why is it Changing? What will be the Impact for Clients in China?
Gary Smith, Partner, Loeb Smith Attorneys |
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15:20-15:50
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Networking Coffee Break
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15:50-16:10
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Session 12: Fireside Chat – The advantages of Cayman Foundation Companies over Offshore Trusts
Gary Smith, Partner, Loeb Smith Attorneys Matthew Sumner, Managing Director, Outbound Investment Group |
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16:10-16:55
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Session 13: Panel Discussion – Implementation Updates on CRS: Reshaping International Order under the Global Transparency Landscape
Panelists: Amy M. Z. Shen, Certified Enterprise Legal Advisor, Shanghai Symbol Certified Tax Agents Michael Liu, Executive Director, CIL Group Ltd. Kai Tian, President, Nautilus Family Office |
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16:55
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Closing Remarks & Networking Cocktail
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