Agenda & Speakers
Experience insightful discussions, expert-led panels, and cutting-edge strategies from industry pioneers at the Outbound Investment Summit – Johannesburg City.
Join world-class finance, legal, real estate, and investment professionals as they share groundbreaking insights into cross-border wealth management, global mobility, asset protection, and risk mitigation.
Exclusive Keynotes
Learn from internationally renowned speakers shaping global investment trends.
Expert-Led Panels
Strategic Networking
Industry Case Studies
Agenda Overview
October 14: Investment Migration and Wealth Planning
Registration & Exhibition Booths Open
Registration & Exhibition Booths Opens At 9:00
Welcoming Remarks
Welcoming Remarks from 9:50 to 10:00
Session 1
Investing Without Borders: Unpacking the Global Opportunity
Martin Riekert, Chief Commercial Officer, Momentum Investments (South Africa)
Session 2
Panel Discussion – Offshore Investment and Estate Planning Trends for South Africans
Panelists:
Phil Le Feuvre, Head of Wealth Management and Employee Benefits, Mont Blanc Financial Services
Pierre du Toit, Managing Director, Pierre du Toit Incorporated Attorneys
Florbela Yates, Managing Director, Equilibrium Investment Management (Pty) Ltd
Session 3
Antigua & Barbuda CIP: Recent Developments and Future Outlook
Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit, Antigua & Barbuda
Networking Coffee Break
Networking Coffee Break From 11:05 to 11:35
Session 4
Property, Passports, and Possibility: Caribbean CBI in a New Era
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis
Session 5
Overview of the Nauru Economic & Climate Resilience Citizenship Program
Nicholas Jones-Juma, Director of Strategic Partnerships, Nauru Program
Session 6
Panel Discussion – Second Citizenship as a Solution to Preserve Wealth around the World
Panelists:
Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit Antigua & Barbuda
Kevin Hosam, Founder & Chairman, EC Holdings
Chad Fraser, Founder and Chief Executive Officer, Sonover
James Muscat Azzopardi, Partner, MA&A Advocates
Jane Oseeva, Vice President, Business Development, Arton Capital
Networking Luncheon
Networking Luncheon From 12:40 to 14:00
Session 7
Portugal, Crafting your Golden Country
Sara Outeiro, Head of Business Development, NSMLawyers
Session 8
Optimize Portugal Golden Opportunities
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Session 9
Portugal Open-Ended Funds to Secure Wealth Building
Francisco Sousa Louro, Investment Professional, BlueCrow Capital
Session 10
Become a European Resident by Investment in Greece
Vasilis Leivadas, Head of Business Development, LUX&EASY
Session 11
Navigating Investment Opportunities in Athens in Parallel with the Residency by
Investment
Ahmed Abbassi, Founder & CEO, Greca Group
Session 12
Investing in the Future: Malta’s Residency Solutions for Families
Vicky Spiteri, Head of Marketing & Business Development, Residency Malta Agency
Session 13
Business and Residency in Malta: A Gateway to a Better Future
Yury Tananaev, Head of Residency, AE Business Advisors
Session 14
Real Estate Investment & Market Dynamics in Malta
Ian Casolani, Managing Director, Belair Property
Session 15
The UK Residence Visa that You Need to Know
Fatma Cayir, Founder, Bridge Partners
Networking Coffee Break
Session 16
Innovation, Investment and Immigration: Your Pathway to Canada
Dev Mitra, Managing Partner, Matrix Venture Studio
Session 17
Panel Discussion – Empowering South African Wealthy with Greater Global Mobility
Panelists:
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Vasilis Leivadas, Head of Business Development, LUX&EASY
Abhijit Sankar Roy, Co-Founder and Managing Partner, Matrix Venture Studio
Nadia Read Thaele, Founder, LIO Global
Christina Tabacco, Director of International Business Development, Golden Gate Global
Session 18
Luxury Living and Investment Opportunities in Cyprus
Alyssa Alken, Senior Sales Advisor, bbf:
Closing Remarks & Networking Cocktail
Closing Remarks & Networking Cocktail Sponsored by bbf: at 17:15
October 15: Succession Planning and Corporate Structuring
Registration & Exhibition Booths Open
Registration & Exhibition Booths Opens At 9:00
Welcoming Remarks
Welcoming Remarks from 9:50 to 10:00
Session 1
How Technology and Innovation Are Changing the Future of Wealth Management
Kapil Joshi, Managing Director: Strategy and Proposition, Momentum Wealth Management
Session 2
Stakeholder Networks for Sustainable Family Offices
Anne Klein, Founder, LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern
Session 3
Expat Tax South Africa: Moving Funds out of South Africa
Michelle Phillips, Tax Attorney, Tax Consulting South Africa
Networking Coffee Break
Networking Coffee Break From 10:55 to 11:25
Session 4
Empowering International Businesses to Excel in Complex Markets through Innovative Solutions
Thabo Maphosa, Senior Business Consultant, Creative Zone
Session 5
Panel Discussion – More Than Migration: Legal, Fiscal and Business Considerations for Overseas Living
Panelists:
Demetre Katsouris, Managing Partner, Katsouris Law Firm
Roksoliana Melnyk, Founder and CEO, Emerald Group
Yury Tananaev, Head of Residency, AE Business Advisors
Networking Luncheon
Networking Luncheon from 12:20 to 14:00
Session 6
Strategies to Win at Intergenerational Wealth Transfer
Almar Sazinie Gumbo, Admitted Attorney / Fiduciary Specialist, Lazzara Leicher Inc.
Session 7
Managing Tax and Regulatory Complexity for Global Families
Andrew Wellsted, Director Tax, OWP Partner
Session 8
Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdictions
Panelists:
Thabo Maphosa, Senior Business Consultant, Creative Zone
Willem Du Preez, Director, Intercontinental Trust Ltd.
James Muscat Azzopardi, Partner, MA&A Advocates
Networking Coffee Break
Networking Coffee Break From 15:25 to 15:55
Session 9
Panel Discussion – Safeguarding Your Financial Future: The Key to Protecting and Preserving Your Wealth
Panelists:
Janeen van Heerden, Head of Business Development, Momentum Securities
Dali Ngalo, Director & Attorney, Simplex Law
Andrew Wellsted, Director Tax, OWP Partner
Larry Cooke, Head of Legal, Binance Africa
Closing Remarks & Networking Cocktail Sponsored by Goldstream Global
Closing Remarks & Networking Cocktail at 16:40
Speakers
Shape the Future at Outbound Investment Summit 2025
Are you a thought leader, industry expert, or game-changer in global investments, cross-border finance, or wealth management? The 2025 Call for Speakers is now open!
We’re bringing together visionary professionals, top investors, and global decision-makers to explore cutting-edge strategies in:
- Wealth Preservation & Succession Planning
- Residency & Citizenship by Investment
- Cross-Border Financial Structuring
- Legal Risk & Compliance
- Emerging Market Investment Trends
Be part of the conversation that shapes the future of international investments.
Share your insights, present groundbreaking case studies, and contribute to industry-shaping discussions.
Don’t miss the opportunity to participate in the most anticipated event of the year!
Join top-tier investors, global financial experts, and industry pioneers for an exclusive, high-impact summit that will redefine the future of outbound investments.