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
Session 2
Portugal Immigration Laws – Golden Visa & D Visas
Gonçalo Mendes Leal, Founding Partner, NSMLawyers
Session 3
Optimize Portugal Golden Opportunities
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Session 4
Investing in the Future: Malta’s Residency Solutions for Families
Jonathan Cardona, CEO, Residency Malta Agency
Session 5
High-Performance Property Investment Opportunities in Greece
Ahmed Abbassi, Founder & CEO, Greca Group
Networking Coffee Break
Networking Coffee Break From 11:05 to 11:35
Session 6:
Panel Discussion – Empowering South African Wealthy with Greater Global Mobility
Discussion Topics:
• How have recent migration patterns evolved across South Africa, and what key factors are propelling these changes?
• In what ways has exposure to cross-border opportunities altered the priorities and aspirations of South Africa’s affluent? What ripple effects could this have on the local immigration market?
• What key differences set South African high-net-worth individuals 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 South African investors through relocation or immigration decisions?
Panelists:
Fatma Cayir, Founder, Bridge Partners
Kevin Hosam, Founder & Chairman, EC Holdings
Networking Luncheon
Networking Luncheon From 12:20 to 14:00
Session 7
Malta Residency and Wealth Management Options
James Muscat Azzopardi, Partner, MA&A Advocates
Session 8
Passports and Possibility: Caribbean CBI in a New Era
Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit Antigua & Barbuda
Session 9
Property, Passports, and Possibility: Caribbean CBI in a New Era
Marie-Therese Johnson, Head of the Citizenship by Investment Unit, The Commonwealth of Dominica
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis
Session 10
Overview of the Nauru Economic & Climate Resilience Citizenship Program
Nicholas Jones-Juma, Director of Strategic Partnerships, Nauru Program
Session 11
Business and Residency in Malta: A Gateway to a Better Future
Yury Tananaev, Head of Residency, AE Business Advisors
Networking Coffee Break
Networking Coffee Break From 15:10 to 15:40
Session 12
Fireside Chat – Navigating the Portuguese Golden Visa Fund for an Ideal Investment Option
Discussion Topics:
• What challenges might investors face with Portuguese Golden Visa investment funds, especially if they are new to the market or regulations?
• How to evaluate the options open for Portuguese Golden Visa investment funds and what are key considerations for achieving optimal performance?
• When new tax incentives are introduced to further stimulate the program, how might they influence individual investment decisions, and what key developments could arise?
Panelists:
Gonçalo Mendes Leal, Founding Partner, NSMLawyers
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Session 13
Panel Discussion – Second Citizenship as a Solution to Preserve Wealth around the World
Discussion Topics:
• What factors influence African investors seeking second citizenship? How can investors leverage backup plans by focusing on the Caribbean?
• How have recent changes in Caribbean Citizenship-by-Investment programs adapted to a new era of transparency and global cooperation?
• What makes the Caribbean attractive to those who pursue the portfolio integration with tax optimization, succession planning, and asset protection strategies?
• How to develop a holistic plan aligning Caribbean opportunities with wealth preservation, global compliance and mobility goals?
Panelists:
Charmaine Quinland-Donovan, CEO, Citizenship by Investment Unit Antigua & Barbuda
Marie-Therese Johnson, Head of the Citizenship by Investment Unit, The Commonwealth of Dominica
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis
Chad Fraser, Founder and Chief Executive Officer, Sonover
Dahlia Joseph Rowe, Managing Partner, Joseph Rowe Law Firm
Session 14
Luxury Living and Investment Opportunities in Cyprus
Alyssa Alken, Senior Sales Advisor, bbf:
Closing Remarks & Networking Cocktail
Closing Remarks & Networking Cocktail At 16:50
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 Talent Mobility and Strategic Citizenship are Transforming Outbound Investment in 2025
Session 2
Stakeholder Networks for Sustainable Family Offices
Anne Klein, Founder, LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern
Session 3
Corporate Structures, Taxation and Asset Protection
Jashwin Baijoo, Associate Director and Head of Strategic Engagement & Compliance, Tax Consulting South Africa
Networking Coffee Break
Networking Coffee Break From 11:00 to 11:30
Session 4
Empowering International Businesses to Excel in Complex Markets through Innovative Solutions
Lorenzo Jooris, Chief Executive Officer, Creative Zone
Session 5
Panel Discussion – Safeguarding Your Financial Future: The Key to Protecting and Preserving Your Wealth
Discussion Topics:
• What are the key drivers leading African-based 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?
Networking Luncheon
Networking Luncheon From 12:30 to 14:00
Session 6
Strategies to Win at Intergenerational Wealth Transfer
Almar Sazinie Gumbo, Admitted Attorney / Fiduciary Specialist, Lazzara Leicher Inc.
Session 7
Analysis of Regulatory Trends in Cryptocurrencies and Common Legal & Tax Issues Faced by Crypto Clients
Session 8
International Standards and Best Practices in Investment Funds across Jurisdictions
Session 9
Corporate Structuring: Requirements and Solutions in the Context of Improved Transparency
Networking Coffee Break
Networking Coffee Break From 15:20 to 15:50
Session 10
The Shift in Regulatory Mindset: Substance Over Simplicity
Session 11
Panel Discussion – Expand Your Global Business by Leveraging Alternative Jurisdictions
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:
Jashwin Baijoo, Associate Director and Head of Strategic Engagement & Compliance, Tax Consulting South Africa
Closing Remarks & Networking Cocktail
Closing Remarks & Networking Cocktail At 16:55
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.
