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Outbound Investment Summit Shanghai 2025 | November 11-12

November 11: Investment Migration and Wealth Plannin

Time Slot
Agenda
8:00
Registration & Exhibition Booths Open
9:20-9:30
Welcoming Remarks
9:30-9:50
Session 1: 2026 Outlook for China’s Investment Immigration Industry
9:50-10:00
Session 2: Steady Growth and Development Fund: Your Path to Secure Wealth Build
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
10:00-10:10
Session 3: Investing in the Future: Malta’s Residency Solutions for Families
Jonathan Cardona, CEO, Residency Malta Agency
10:10-10:20
Session 4: Consider Property Investment as a Mobility Vehicle
Yassin Mohamdi, CEO and Managing Partner, THE BUYERS CIRCLE
10:20-10:30
Session 5: Switzerland's Golden Visa: Exclusive Residency Program
Auf der Mauer Gruppe AG
10:30-11:00
Networking Coffee Break
11:00-11:15
Session 6: The Route to Global Identity Planning in New International Framework
11:15-12:00
Session 7: Panel Discussion – Empowering Chinese Investors with Greater Global Mobility
Discussion Topics:

•How have recent migration patterns evolved across China, and what key factors are propelling these changes?
•In what ways has exposure to cross-border opportunities altered the priorities and aspirations of China’s affluent? What ripple effects could this have on the local immigration market?
•What key differences set Chinese investors apart from those in other regions? Why are these gaps vital for advisors to understand?
•What unique hurdles or barriers must advisors account for when guiding Chinese investors through relocation or immigration decisions?
Panelists:
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
Philippe May, Founder & CEO, EC Holdings
12:00-14:00
Networking Luncheon
14:00-14:15
Session 8: Legal Arrangements and Tax Planning before and after Immigration of China’s Entrepreneurs
Chang Cai, Director and Founding Partner, Shanghai Inhetrust Law Firm
14:15-14:25
Session 9: Unlocking Global Opportunities via Investment Migration
14:25-14:45
Session 10: Versatile and Robust Instruments for Asset Protection
Crawford Trust
14:45-14:55
Session 11: Labuan IBFC: Your Premier Jurisdiction for Global Business Ventures
Serene Liaw, Deputy Director, Strategic Planning and Investor Relations, Labuan IBFC
14:55-15:20
Session 12: Samoan International Estate Planning Solutions
Raffaelle Ashworth, Managing Director, Asiaciti Trust Samoa Limited – Speaking on behalf of Samoa
International Finance Authority
15:20-15:50
Networking Coffee Break
15:50-16:10
Session 13: Cross-Border Estate Planning for Multi-Generational Families
16:10-16:55
Session 14: Panel Discussion – Safeguarding Your Financial Future: The Key to Preserving Your Wealth
Discussion Topics:

•What are the key drivers leading Chinese clients to safeguard their assets? How are these fueling the growing demand for offshore wealth planning?
•What unique advantages do cross-border asset protection structures provide in addressing client requirements?
•How have global transparency initiatives transformed the industry through enhanced information sharing, stricter due diligence, and improved cross-border collaboration?
•What best practices should investors follow to maintain the integrity of offshore structure while navigating these new requirements?
16:55
Closing Remarks & Networking Cocktail

Outbound Investment Summit Shanghai 2025 | November 11-12

November 12: Succession Planning and Corporate Structuring

Time Slot
Agenda
8:00
Registration & Exhibition Booths Open
9:20-9:30
Welcoming Remarks
9:30-9:50
Session 1: Global Asset Allocation Insights in 2026
9:50-10:10
Session 2: Building Stronger Corporate Structures: Why BVI is the Preferred Choice for Global Businesses
BVI Finance
10:10-10:30
Session 3: Offshore Asset Protection with Multi-Jurisdiction Planning as the New Norm
Matthew Smith, General Manager, Southpac Group – Speaking on behalf of Cook Islands Finance
10:30-11:00
Networking Coffee Break
11:00-11:20
Session 4: The Bahamas, A World-Class Gateway to Your International Business
Brandace Duncanson, Director of Financial Services, Ministry of Economic Affairs of The Bahamas
11:20-12:00
Session 5: Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdiction
Discussion Topics:

•How to select the optimal jurisdiction for your business needs, considering these jurisdictions are built to provide premium structures and superior protection for investors?
•What are common pitfalls to avoid in managing offshore entities? How can maintain compliance with evolving international regulations that have substantially changed in recent years?
•With regulatory and technological challenges within offshore businesses, what are the appropriate measures for balancing legitimate access to data and data security?
•How to stay ahead in the new offshore landscape in terms of more sophisticated use of offshore vehicles and the creation of more business value for end users?
Panelists:
Tuifaasisina Sieni Voorwinden, Chief Executive Officer, Samoa International Finance Authority
David Fiebig, Director, ICS Corporate Services (Cayman) Limited
12:00-14:00
Networking Luncheon
14:00-14:15
Session 6: Strategies to Win at Intergenerational Wealth Transfer
Frank Xie, Attorney, Shanghai Inhetrust Law Firm
14:15-14:25
Session 7: Empowering International Businesses to Excel in Complex Markets through Innovative Solutions
Encor Group
14:25-14:35
Session 8: Corporate Structuring, Requirements and Solutions in the Context of Improved Transparency
AVCO Corporate Services
14:35-14:55
Session 9: International Standards and Best Practices in Investment Funds across Jurisdictions
14:55-15:25
Networking Coffee Break
15:25-15:45
Session 10: Business (Un)usual: Relocation with Benefits
15:45-16:05
Session 11: The Shift in Regulatory Mindset: Substance Over Simplicity
16:05-16:50
Session 12: Panel Discussion – CRS Implementation Updates in the Global Transparency Landscape
Discussion Topics:
•As more jurisdictions commit to the Common Reporting Standard (CRS) as the global benchmark for the Automatic Exchange of Financial Account Information in Tax Matters, what are the key trends and global developments in aligning with its framework guidelines and implementation?
•As a CRS signatory, how has China enhanced offshore income tax compliance and enforcement for tax residents in recent years?
•What risk mitigation strategies can wealthy individuals implement for holding overseas assets to reconcile offshore structuring benefits with beneficial ownership reporting requirements?
•What additional measures should advisors implement to preserve offshore structures as effective instruments
16:50
Closing Remarks & Networking Cocktail