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The most anticipated event
of the year for
 Financial Professionals Estate Planning Advisors Legal Advisors Real Estate Professionals Insurance Specialists Consulting Experts Immigration Advisors Tax Advisors Investors Family Offices Offshore Investment 

Outbound Investment Summit 2025 comes to Emperors Palace, Johannesburg, bringing together a powerful community of growth-driven leaders ready to shape what’s next in business.

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October 14th - 15th, Johannesburg

Emperors Palace, Johannesburg

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About Outbound Investment Summit -Johannesburg City

Join us on October 14th in Johannesburg  for the Outbound Investment Summit, an exclusive gathering designed for professionals across various industries, including finance, immigration, wealth management, consulting, legal, real estate, and more. This summit offers a unique opportunity to:

  • Expand Your Global Expertise: Master the intricacies of cross-border investment, including global mobility, tax optimization, asset protection, and compliance.
  • Deepen Your Understanding of International Regulations: Confidently guide clients through complex cross-border legal and financial environments.
  • Strengthen Risk Management Strategies: Protect wealth and assets from economic volatility and legal threats across multiple jurisdictions.
  • Develop Comprehensive Multi-Jurisdictional Solutions: Ensure clients’ safe landing wherever they want to live and do business, facilitating smooth transitions across international markets.
Conference Topics

Wealth Protection & Succession Planning

  • Protect and Preserve Wealth: Understand advanced asset protection techniques to safeguard estates from economic fluctuations and legal risks across borders.
  • Plan for Generational Wealth Transfer: Craft succession plans that ensure a smooth transition of wealth across generations, focusing on the implications of international estate and tax laws.
Conference Topics

Global Mobility & Residency Planning

  • Second Citizenship by Investment & Descent: Explore pathways to obtaining second citizenship through investment programs and ancestry-based citizenship options.
  • Golden Visas & Residency by Investment: Learn about the most attractive global residency programs that offer long-term benefits for investors, entrepreneurs, and high-net-worth individuals.
  • Special Tax Regimes for New Residents: Understand the unique tax incentives available for new residents in various jurisdictions, including lump-sum taxation, non-domiciled regimes, and high-net-worth tax incentives.
  • Other Visa Categories: Gain insights into digital nomad visas, retiree visas, and other special residency solutions that provide enhanced global mobility and financial advantages.
Conference Topics

Cross-Border Financial Planning

  • Navigate Complex Financial Landscapes: Engage with experts to manage multi-jurisdictional financial challenges, including corporate structuring, capital structuring, and tax efficiency.
  • Maximize Global Investment Returns: Understand how to structure investments across borders to optimize returns and minimize risks.
Conference Topics

Legal and Risk Management

  • Fortify Client Operations Globally: Learn advanced strategies to manage legal risks and ensure compliance with international regulations.
  • Plan for Sustainable Global Growth: Develop comprehensive legal and risk management plans that support long-term international success.
Register now

Why Attend Outbound Investment Summit 2025 - Johannesburg?

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Grow

Enhance your professional growth by actively engaging in learning about the latest trends and exploring new strategies that can effectively assist your clients.

Connect

Forge new partnerships both locally and globally with like-minded professionals who share similar goals and interests to enhance and expand your professional network.

Profit

Develop and create new service offerings specifically tailored for your existing clients, ensuring that these services meet their evolving needs and preferences. By doing so, you can enhance client satisfaction and loyalty. Additionally, focus on maximizing referral partnerships by building strong relationships with your current clients, encouraging them to refer your services to others. This can be achieved through incentives or exceptional service that naturally leads to word-of-mouth promotion.

Enjoy

Immerse yourself in an exclusive and sophisticated conference setting at the Emperors Palace, Johannesburg.

Secure Your Spot

Conference Pass

  • Conference and exhibition attendance
  • Meals: Refreshments served throughout the day including coffee breaks, lunch, and networking cocktail
  • Access to the networking app to see who's coming, build your schedule on the day, and network with other attendees
REQUEST PASS *

*Limited quantity, act fast

Premium Pass

  • All benefits in Conference Pass benefits
  • Access to the VIP Lounge
  • Admission to the VIP Welcome Cocktail with all our speakers and international guests
$75.00 – Tier 1
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$150.00 – Tier 2

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$300 – Tier 3
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Partner Pass

  • All benefits in Premium Pass
  • Your logo displayed on the conference website and conference materials
  • Delegate list with all contact details provided after the event
  • Access to the networking area with shared match-making tables to set meetings

$225 – Tier 1

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$450 – Tier 2

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$900 – Tier 3 (Until Oct 6th)

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Price Tier 4
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Who Should Attend?

Are you considering attending the Outbound Investment Summit 2025 – Johannesburg ? If you are in any of the professions or industries listed below, this annual event is an opportunity you should not miss.

  • Financial Professionals
  • Estate Planning Advisors
  • Legal Advisors
  • Real Estate Professionals
  • Insurance Specialists
  • Consulting Experts
  • Immigration Advisors
  • Tax Advisors
  • Investors
  • Family Offices
  • Offshore Investors
& Professionals seeking to expand their knowledge of International matters affecting their clients.

Agenda & Speakers

Curious to know what transpires when innovative minds convene to share their most exceptional ideas? Observe the esteemed speakers who have graced our past events, witnessing the change-makers and creative thinkers who have elevated Outbound Investment Summit to its current status as an unparalleled event.

Explore 2025 Agenda Overview

Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Charmaine Quinland-Donovan

CEO
Citizenship by Investment Unit Antigua & Barbuda

Jonathan Cardona

CEO
Residency Malta Agency

Kevin Hosam

Founder & Chairman
EC Holdings

Ahmed Abbassi

CEO & Founder
Greca Homes

Chad Fraser

Founder and Chief Executive Officer
Sonover

Calvin St Juste

Executive Chairman of Citizenship by Investment Unit
St. Kitts and Nevis

Marie-Therese Johnson

Head of Citizenship by Investment Unit
Dominica

Fatma Cayir

Founder
Bridge Partners

James Muscat Azzopardi

Partner
MA&A Advocates

Nicholas Jones Juma

Director of Strategic Partnerships
Nauru Program

Michelle Phillips

Tax Attorney
Tax Consulting South Africa

Anne Klein

Founder
LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern

Alyssa Alken

Senior Sales Advisor
bbf:

Almar Sazinie Gumbo

Admitted Attorney / Fiduciary Specialist
Lazzara Leicher Inc.

Vasilis Leivadas

Head of Business Development
LUX&EASY

Pierre du Toit

Managing Director
Pierre du Toit Incorporated Attorneys

Phil Le Feuvre

Head of Wealth Management and Employee Benefits
Mont Blanc Financial Services

Roksoliana Melnyk

Founder and CEO 
Emerald Group

Andrew Wellsted

Director Tax
OWP Partner

Francisco Sousa Louro

Investment Professional
BlueCrow Capital

Christina Tabacco

Director of International Business Development
Golden Gate Global

Martin Riekert

Chief Commercial Officer
Momentum Investments (South Africa)

Janeen van Heerden

Head of Business Development
Momentum Securities

Kapil Joshi

Managing Director
Momentum Wealth Management

Florbela Yates

Managing Director
Equilibrium Investment Management (Pty) Ltd

Photos from the Outbound Investment Summit 2024

Take a trip down memory lane with some of the best moments from Outbound Investment Summit 2024. We’ve also got great feedback from attendees who had an amazing time.

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What Our Attendees Say

Checkout some of the posts from our previous events attendees.

Sponsors of Outbound Investment Summit 2025

Gold Sponsors

Ruby Sponsors

Sapphire Sponsors

Silver Sponsors

Official Technology Partner Sponsors

VIP Dinner Sponsors

Official Portugal Language Partner Sponsors

Titanium Sponsors

Bronze Sponsors

Local Partner Bronze Sponsors

Networking Cocktail Sponsorship Sponsors

Bronze Networking Sponsors

Exhibition Sponsors

Patron Sponsors

Partner with Outbound Investment

Explore sponsorship opportunities that will expand your reach and connect you with our community of growth-minded leaders. We offer turnkey packages, custom solutions, and breakthrough thought leadership to help you achieve your business goals.

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Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Gonçalo is the founding partner ofNSMLawyers, 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 dedicates to golden visa, D7, digital nomad, tech visa, and all types of residency in Portugal.

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Pedro Lino holds the position of CEO and Chairman of the Board of Directors in two financial companies, Optimize Investment Partners, SGOIC SA, and Optimize SICAV, two asset management Companies domiciled in Portugal and Luxembourg, respectively, where he is the Co-Chief Investment Officer.

His interest in financial markets began at an early age. At 9 years old, he was already following stock quotes on television, and he began investing in financial markets at the age of 16. Ten years later, he acquired a stake in a Portuguese broker company, that sold in 2021.

Between January 2017 and August 2021, he served on the Board of Directors of DIF Markets – Agente de Valores, based in Uruguay, which was acquired from Saxo Bank A/S.

In October 2018, he joined Optimize Investment Partners as an Executive Director and currently serves as Chairman of the Board of Directors. In 2020, he was elected President of Optimize SICAV, based in Luxembourg.

Pedro Lino is a member of the Order of Chartered Accountants, the Order of Economists, a founding member of OPCR – Portuguese Observatory of Compliance and Regulatory, Association, and a member of the Portuguese Diaspora Council, founded under the High Patronage of the President of the Republic.

He graduated in Economics from Nova School of Business and Economics in 1998. Pedro Lino writes a biweekly opinion article for Jornal Económico and frequently participates in various media outlets, including television, radio, and digital platforms, discussing economic and financial topics.

Charmaine Quinland-Donovan

CEO
Citizenship by Investment Unit Antigua & Barbuda

Mrs. Charmaine Quinland-Donovan holds the distinction of being the first national of Antigua and Barbuda and first woman to head the country’s Citizenship by Investment Unit (CIU). 

Her appointment as Chief Executive Officer took effect on March 27th,  2017. 

Prior to this recent appointment, Charmaine served in the CIU in three prominent capacities; Chief Compliance Officer, Chief Operating Officer and Acting Chief Executive Officer. She was instrumental in shaping and implementing policies and procedures from the establishment of the Unit and making necessary enhancements in response to changes in the industry.  

Charmaine holds a BSc with first-class honours from the University of the West Indies. She is also a Chartered Director and a Certified Anti-Money Laundering  Specialist.  

Charmaine’s employment history includes her almost nine-year tenure at the  Eastern Caribbean Central Bank, where she served as Bank Examiner,  supervised licensed financial institutions in the Eastern Caribbean Currency Union (ECCU), led examination teams and served the Eastern Caribbean  Securities Regulatory Commission. She has also worked at the Bank of Nova  Scotia, where she was Senior Manager of Compliance for the Eastern Caribbean  Region, responsible for AML/CFT and regulatory compliance for nine countries, including seven (7) countries of the ECCU, Barbados and St. Maarten

Jonathan Cardona

CEO
Residency Malta Agency

Jonathan Cardona is the CEO of Residency Malta Agency and a key player in Malta’s Residency and Citizenship by Investment (RCBI) sector. With a wealth of experience in programme development, process engineering, and due diligence, Jonathan has played a pivotal role in shaping the RCBI landscape. He holds an MBA from the University of Malta, which has given him a strong foundation in business management and leadership. Before his current role, Jonathan served as the head of the Community Malta Agency, the governmental body responsible for overseeing citizenship programmes in Malta. In this capacity, he was instrumental in managing and refining Malta’s citizenship processes, ensuring transparency and efficiency while meeting the country’s high standards for security and integrity. His strategic vision and in-depth knowledge have been crucial in steering these agencies to success, as Malta continues to be a leading destination for residency and citizenship investment. Jonathan’s hands-on approach and deep understanding of international investment migration have made him a respected figure within the global RCBI community. His ability to balance innovation with regulatory compliance has allowed him to spearhead initiatives that attract high-net-worth individuals from around the world, contributing to Malta’s growing economy and international profile. Jonathan remains dedicated to driving Residency Malta Agency forward while adapting to the ever-evolving landscape of global migration and investment opportunities.

Kevin Hosam

Founder & Chairman
EC Holdings

A local citizen of Antigua and Barbuda, Kevin Hosam has been a CBI practitioner for 8 years. In 2015 he founded Exclusive Concierge (Antigua Barbuda), the predecessor of EC Holdings. He became a licensed agent and an authorized representative of the citizenship by investment unit in Antigua & Barbuda. He is also a licensed marketing agent in neighboring St. Kitts and Nevis and in St. Lucia. He brings a vast amount of experience in the Caribbean real estate market. Having successfully partnered with several developers to develop numerous CBI real estate projects fully. Kevin’s vast experience in the investment migration industry has made him a frequent contributor, presenter, panelist, and workshop facilitator at global Immigration and Real Estate conferences. Kevin graduated from George Brown College in Toronto, Canada, and now resides in Antigua & Barbuda where he is a citizen.

Ahmed Abbassi

CEO & Founder
Greca Homes

Ahmed Abbassi is the dynamic founder and CEO of Greca Group, which encompasses Greca Homes and Greca Developments, which are two cornerstone entities in Greece’s contemporary real estate landscape. Since launching his Athens venture in 2011, Abbassi has channelled his entrepreneurial spirit into crafting over 10,000 sqm of residential projects, cultivating a property portfolio valued at more than €50 million, with operations in Greece and the UAE with the assistance of the Golden Visa program

At the heart of Abbassi’s approach lies the “lifespaces” concept: a progressive design ethos that transcends conventional development by creating built environments where aesthetics, functionality, sustainability, and social context harmonise. Abbassi articulates this vision succinctly: “We don’t simply build—we create lifespaces,” redefining how urban living is conceived in Athens.

Guided by investor-first principles, Abbassi emphasises fixed costs and timelines, rigorous performance analytics, and bespoke consultancy at every stage. This ensures minimal investment risk while optimising returns—an approach exemplified in the firm’s recent partnership with contractors to deliver premium furnished residential assets in Piraeus. His leadership is rooted in transparency, thoughtful design, and strategic market insight, making him a pivotal force in elevating Greece’s residential real estate offering into internationally competitive lifespaces.

Chad Fraser

Founder and Chief Executive Officer
Sonover

Chad Fraser is the Founder and Chief Executive Officer of Sonover, the “Simply Unorthodox” software company redefining digital transformation across the Caribbean. With more than 15 years of experience in ICT, Chad has built a reputation as a visionary entrepreneur whose leadership fuses technical expertise with a deep commitment to social impact.

Together with his team, Chad has delivered some of Grenada’s most important digital systems. They developed the Tourism Intelligence Solution for the Grenada Tourism Authority, giving the nation real-time insights to drive smarter destination marketing. They designed the Citizenship by Investment application platform, which digitised one of Grenada’s most vital economic programs, and built the Boatyard Operations System for Grenada Marine, transforming yacht and boatyard management.

Chad also championed the launch of SFIN, a mobile lending platform that expands access to credit and strengthens financial inclusion for underserved communities. His entrepreneurial vision extends further through Saturn, a next-generation cloud platform that automates workflows and secures data, and Sonover ATOM, an IoT and big-data engine designed to power smarter connectivity and decision-making for industries of the future.

Recognised with awards for excellence in digital innovation, Chad is passionate about empowering youth, nurturing local talent, and leveraging technology as a catalyst for opportunity, growth, and sustainable development across the Caribbean and beyond.

Calvin St Juste

Executive Chairman of Citizenship by Investment Unit
St. Kitts and Nevis

Calvin St Juste is the Executive Chairman of the St. Kitts and Nevis Citizenship by Investment (CBI) Unit, which is the statutory body that governs the St. Kitts and Nevis CBI Programme. He is the honorary Special Envoy for Investment, Development, and International Business Relations for St. Kitts and Nevis. With over 25 years of experience across industries such as financial services, telecommunications, and telemedicine, he is a seasoned Wall Street executive. Previously, he was the Global Chief Operating Officer (COO) and Head of Global Strategy at Morgan Stanley Wealth Management’s Financial Wellness division, where he led a team offering solutions to Fortune 100 companies. He also served as COO for Global Fraud and Cybersecurity, safeguarding the firm’s assets from cyber threats.

Mr St. Juste has held executive roles at JP Morgan, managing teams that served high-net-worth clients, and earned the Stevie® Awards for his leadership. At T. Rowe Price, he was the Global Audit Head of Technology Enablement, overseeing governance and the integration of generative AI and data analytics.

Outside of corporate roles, Mr St. Juste is a Lean Six Sigma practitioner and strategist in process improvement. He serves on multiple boards, including as Chairman of the Supervisory Board for a US-based Credit Union with over $1 billion in assets and as a Board Advisor at Stevens Institute of Technology. He holds a bachelor’s degree from Goldey-Beacom College, a Master’s in Global Innovation Management from Stevens Institute of Technology, and an Executive Management Certificate from Wharton. He is also Six Sigma Black Belt-certified and a frequent speaker at global events.

Marie-Therese Johnson

Head of Citizenship by Investment Unit
Dominica

Marie-Therese Johnson leads the Dominica Citizenship by Investment Unit (CBIU). With her wealth of experience in finance and leadership, Johnson has been making remarkable strides in her role.

In her ongoing efforts, Johnson remains committed to enhancing Dominica’s CBI Programme. Her dedication to the nation’s welfare and the interests of all stakeholders continues to drive her forward.

Under her tenure, the CBI programme has received recognition from key stakeholders and international organisations for its contribution to climate resilience, economic growth and sustainable development. Johnson previously served as the General Manager at AID Bank where she was entrusted with the day-to-day management, direction, and control of the business. She was also responsible for providing strategic advice to the Board of Directors to ensure the implementation of a strong risk, compliance and governance framework while promoting the institution’s corporate image.

Johnson’s expertise in the financial services sector strengthens Dominica’s position in the investment migration industry. She is well known in the banking sector for her operational excellence, and it is apt that she now serves as the Head of the CBIU in Dominica.

Under Johnson’s leadership, the Dominica CBIU has strengthened the already rigorous due diligence procedures to ensure that only individuals of good character and reputation are granted citizenship. This commitment to maintaining high standards has helped to build trust and confidence in the programme among investors and the international community.

Fatma Cayir

Founder
Bridge Partners

Fatma Cayir is an immigration lawyer with over 20 years of experience advising both private clients and corporate institutions on UK immigration. As founder of Bridge Partners, Fatma has built a practice recognised for advising clients on relocation, settlement, and long-term mobility planning in the UK. Over the course of her career, she has worked with an international client base spanning multiple industries and regions, giving her a broad perspective on the challenges and opportunities that global mobility presents. Combining deep knowledge of the UK immigration system with a strategic, client-focused approach, she is recognised for providing clear, practical solutions tailored to the unique circumstances of her clients.

James Muscat Azzopardi

Partner
MA&A Advocates

Dr James Muscat Azzopardi is based in Malta and is an official Authorised Agent for Malta’s citizenship and residence programmes. With 20 years of experience as a partner in one of Malta’s leading commercial law firms, Muscat Azzopardi and Associates, Dr Muscat Azzopardi advises a global clientele of high-net-worth individuals on complex issues relating to the correct choice of second citizenship or residence within the European Union. He also advises a range of corporate international clients including multinational corporations, banks, investment funds and online gaming companies.

Dr Muscat Azzopardi is also a partner in Credence, an advisory firm that offers a range of corporate solutions in Malta including trading and holding companies and trusts.

Dr Muscat Azzopardi is a tutor and a supervisor at the University of Malta and a founding member of the Maltese-Spanish Chamber of Commerce.

Nicholas Jones Juma

Director of Strategic Partnerships
Nauru Program

Nicholas has recently joined the Nauru Economic and Climate Resilience Citizenship Program, working closely with leading Investment Migration agents and specialists in EMEA and the Americas. Funds raised through the Nauru Program will contribute toward National Development Programs aimed at supporting local communities mitigate the impact of climate change on their island. Nicholas has a strong background in investment attraction, economic development and philanthropy gained at New Zealand and Dubai Governments.

Michelle Phillips

Tax Attorney
Tax Consulting South Africa

Michelle Phillips acquired her LLB from UNISA, and is an Admitted Attorney of the High Court of South Africa. She obtained a Post-Graduate Diploma in International Economic Law through the University of the Witwatersrand in 2023. As part of the legal team at Tax Consulting, Michelle assists her clients with exchange control, commercial tax and related technical areas, including SARB and SARS engagement and ancillary matters thereto.

Anne Klein

Founder
LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern

Anne is a highly qualified professional with a BJuris and LLB degrees, recognized as a non-practicing attorney, notary, and conveyancer. She holds a Certificate in Advanced Trust Law from the University of Pretoria, completed an Estate Duty course with the late Mrs. Ina Marx, and is a Qualified Family Office Professional (QFOP) from the Family Office Club in the USA.

Her career began in the 1990s, initially working as a prosecutor and examiner for the Department of Justice. Anne has since gained significant experience in prominent organizations, including a leading South African law firm, an international audit firm, a global multi-family office, and a bank.

Passionate about philanthropy, she recently contributed to a global publication on family philanthropy and has arranged multiple international events. In April 2024, she launched her Private Office Platform to create solutions that foster intergenerational family success and is a co-author of “Switching Billion-Dollar Conversation Lines, Family Offices and Multi-Generational Success” with Brian DeLucia, from Arrivato LLC in the US.

Alyssa Alken

Senior Sales Advisor
bbf:

Alyssa Alken is a Senior Sales Advisor at bbf:, one of the leading property developers in Cyprus. With over 20 years of experience in international real estate — including the last 10 years dedicated to bbf: — Alyssa has developed deep expertise in working with high-net-worth individuals and international investors from across Europe, the Middle East, and Asia.

She plays a key role in guiding clients through Cyprus’s dynamic and evolving property market, offering strategic insights, tailored investment solutions, and an in-depth understanding of the legal and regulatory landscape. Alyssa’s strong track record and client-focused approach have made her a trusted advisor to those seeking both lifestyle and return-driven investments.

At the Outbound Investment South Africa Summit, Alyssa will share expert insights into Cyprus’ investment potential, highlighting the island’s advantages as an EU member state, its favourable tax environment, and its growing appeal among international investors.

Almar Sazinie Gumbo

Admitted Attorney / Fiduciary Specialist
Lazzara Leicher Inc.

Almar Gumbo is an admitted Attorney and fiduciary specialist with extensive experience in Estate administration, Trust administration, Wills drafting, curatorships and legal advisory. Almar holds an LLB and a Postgraduate Diploma in Tax Law, a Certificate in Deceased Estates, and is currently pursuing her Master of Business Administration. She combines legal expertise with practical client experience, bringing a fresh and technical perspective to the evolving landscape of wealth and legacy planning.

In addition to legal practice, Almar is passionate about public legal education and youth development. A passionate speaker and media commentator, Almar is currently hosting a limited series on estate planning and administration on one of South Africa’s largest community radio stations, and has provided estate planning and succession commentary on national radio stations such as Radio 702, Channel Africa, and Radio 2000. Almar has served as a speaker at the 9th Annual Cross-Border Considerations for Advisors conference, the “I am Lady Justice” workshops hosted by the Sister in Law NPO, participated in the Department of Justice’s Wills Week initiative, and judged the 2024 Eskom Expo for Young Scientists. She is also a contributing author to GRAD, a student success publication supported by Capitec Bank.

Vasilis Leivadas

Head of Business Development
LUX&EASY

Vasilis Leivadas grew up in Athens in the 90s. He obtained the MEng Electronic Engineering degree from the University of Southampton in the UK. He spent his early career working for organisations like Microchip, Vivoplex, and The Wednesday Group. His leadership skills led him to the position of Head of Digital at the latter company. Throughout these early years, he developed valuable software development, design, and problem-solving Skills.

Vasilis’s entrepreneurial passion guided him in chasing a more business-oriented opportunity. Thus, he started a rotation program with NOVA Construction, the leading Residential Real Estate Development company in Greece, going through the company’s construction and commerce departments.

He’s currently heading the Business Development department and is responsible for the company’s overseas business expansion plans, international sales and branding, network growth and more. Within 2 years, he has achieved the creation of strategic partnerships across more than 40 countries with a revenue growth of 50M €.

In his leisure time, you may find him reading books, playing Beach Volleyball and exploring innovative products and business ideas. His diverse experiences and achievements reflect a multifaceted individual with a deep passion for technology, entrepreneurship, and making a positive impact on the world.

Pierre du Toit

Managing Director
Pierre du Toit Incorporated Attorneys

Pierre is a practicing attorney and managing director of Pierre du Toit Attorneys, based in Sandton, Johannesburg, South Africa. 

Pierre works with multi-national multi-billion ZAR organisations and family offices and has experience in multiple jurisdictions on a broad variety of matters. 

Pierre has handled multi-national commercial transactions with an emphasis on generational structuring. Pierre has assisted family offices and organisations with global expansions and successfully implemented cross-border initiatives and strategies.

Pierre attended Harvard Business School in Boston, USA, where Pierre completed a course on Family Office Wealth Management. 

Pierre works closely with Mont Blanc Financial Services in the Family Office Services Department, wherein MBFS and Pierre are actively assisting family offices, HNWI and organisations with, amongst others, general structuring needs, investments, deal advisory, and turnkey family office support. 

Pierre and MBFS hold deep experience in navigating the age-old question of – How to best protect money from people and people from money, whilst jointly achieving wealth generational transfer ideals and enabling individual autonomy of successors in a balanced environment.

Phil Le Feuvre

Head of Wealth Management and Employee Benefits
Mont Blanc Financial Services

Phil Le Feuvre has spent forty-six years in the financial services industry. Although originally from Jersey in the Channel Islands, he has lived in both Kenya and South Africa. At present he is the Head of Wealth Management and Employee Benefits at Mont Blanc Financial Services. He is a Key Individual and Pension Fund Trustee.

Phil holds a Post Graduate degree in financial planning and is a graduate of the University of the Free State. He is also a member of the Institute of Retirement Funds Africa and the Investment Analysts Society of South Africa.

Phil is an experienced financial services professional with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Risk Management, Business Development, Strategic Planning, Employee Benefits and Financial Planning, both Offshore and Onshore Investing.

He has been awarded numerous awards during his long career and continues to encourage innovation and thought leadership in the industry. Phil has hosted and participated in many financial forums and has been a regular invitee to speak on TV and radio on a host of investment and related matters.

He is fanatical about financial education and his mission and vision are to improve the percentage of South Africans that are financially independent, thus improving the quality of their lives.

Roksoliana Melnyk

Founder and CEO 
Emerald Group

Roksoliana has 35 years of international business experience, beginning her career after studying International Relations and Economics at the University of Toronto, Canada.

In 1992, she moved to Cyprus with a Canadian trading company and began assisting the company’s trade partners with setting up companies, opening bank accounts, and providing ongoing administration services in Cyprus.

In 2000, Roksoliana founded Emerald Group in Cyprus, specialising in company formation, trust, fiduciary and nominee services, bank account opening, accounting, immigration and relocation support, legal contracts, and real estate and yacht acquisition, and further expanded by setting up an office in Dubai, UAE.

Career highlights include arranging complex trade and project financing with international and local banks and serving as a corporate service provider of a Cyprus Company which was listed on the London Stock Exchange for USD 1.4 billion and separately appointed as a director of a Netherlands company overseeing the sale of assets in 3 jurisdictions valued over 110million.

Licensed under ICPAC (the Institute of Certified Public Accountants of Cyprus) and in the UAE, Roksoliana provides tailored solutions in Cyprus and Dubai, supporting international expansion, relocation, and investment opportunities, while maintaining strong professional links with her clients all over the world.

Andrew Wellsted

Director Tax
OWP Partner

Andrew is a highly regarded South African legal and tax practitioner with over two decades of experience advising on complex corporate, finance and cross-border matters. He is a founding partner and Director at OWP Partners, where he advises corporates, investors and private clients on a wide range of issues including tax, exchange control, restructures, regulatory compliance and investment structuring.

Andrew has extensive experience with crypto assets and international transactions and is known for his commercial insight, strategic thinking, and strong relationships with regulators. He regularly works on high-stakes transactions across multiple sectors, both locally and internationally.

Francisco Sousa Louro

Investment Professional
BlueCrow Capital

Francisco Sousa Louro is an investment professional with more than 16 years of experience in capital markets and asset management, primarily on the buy-side. His career has been built around equities and portfolio construction, while also extending to the management of bond and multi-asset funds, equities trading, and the development of valuation models for private equity.

He holds a Bachelor’s degree in Management and a Postgraduate degree in Banking and Insurance Management from ISEG – Lisbon School of Economics and Management.

Francisco is a strong advocate of long-term investing, firmly believing that superior knowledge of companies and their securities is the key to achieving consistent, above-average returns. His approach emphasises disciplined analysis and a deep understanding of underlying businesses, rather than attempting to forecast macroeconomic variables, interest rates, or short-term market movements.

Since joining BlueCrow Capital in 2022, Francisco has been instrumental in embedding these principles into the firm’s investment strategies. His work reflects a commitment to building resilient portfolios that balance risk and return while aligning with investors’ long-term goals.

Christina Tabacco

Director of International Business Development
Golden Gate Global

Christina Tabacco is the Director of International Business Development at Golden Gate Global. In addition to being a FINRA-licensed finance professional, she earned a J.D. from The George Washington University Law School and a bachelor’s degree from the University of California, Santa Barbara. She also studied at the University of Cape Town, South Africa.

Martin Riekert

Chief Commercial Officer
Momentum Investments (South Africa)

Martin Riekert is the chief commercial officer of Momentum Investments. He started in wealth product development as an actuarial analyst and then started the wealth actuarial team that supported the wealth business from a technical and BI perspective. He later moved to product development by focusing on the Momentum Retail savings products. Soon after the MMI merger, he was promoted to head of the retirement solutions team, where he focused on retirement savings and preservation products, including the trustee governance function. In 2016, Martin was promoted to head of all product development and product management activities for Momentum Investments Group. He then became the executive head of retail investments in 2020 and the chief commercial officer in July 2024.

He has a BSc Actuarial and Financial Mathematics, a post-graduate diploma in Actuarial Science, a post-graduate diploma in Financial Planning and is a Fellow of the Actuarial Society of South Africa.

Janeen van Heerden

Head of Business Development
Momentum Securities

Janeen van Heerden began her career in the financial industry over 30 years ago and has been with Momentum, in various roles, for 25 years. Her experience in the industry, paired with her CFP qualification, Marketing Diploma and Certificate in Financial Markets and Instruments, stands her in good stead in her current position as Head of Business Development at Momentum Securities.

Kapil Joshi

Managing Director
Momentum Wealth Management

Kapil Joshi is the managing director of growth, strategy, and proposition for Momentum Wealth and Momentum Wealth International.

Kapil Joshi joined Momentum Group in May 2010, in the Product Development team at Momentum Wealth, with an investment and finance background. Kapil has extensive knowledge of the retail investments market, platforms, structured solutions and retail asset management. He has played various executive roles in the Group, including heading up investment distribution, Momentum Collective Investments and recently was the CEO of Momentum Money.

Florbela Yates

Managing Director
Equilibrium Investment Management (Pty) Ltd

Florbela Yates (Flof) began her career in November 1993 as a consultant with Alexander Forbes in the health care division. She spent six years there before transferring to Investment Solutions as a senior marketing executive. After 13 years with the group, she joined RMB International as the company’s head of institutional business in SA. She then joined STANLIB Multi-Manager, where she was involved in growing institutional assets, product development and institutional reporting. She later joined Hollard Investments as an investment specialist consultant to the company’s investment team for a period of three years. Since January 2017, Flof’s role has been as head of Equilibrium previously Momentum Investment Consulting (MIC), an independent discretionary fund manager in the Momentum Metropolitan group. She has a BCom (Economics, Business Finance and Marketing) degree and is a CFP professional.