Outbound
Summit
USA 2026

Join us for an exclusive gathering designed for investors, entrepreneurs, and professionals across finance, immigration, wealth management, consulting, legal, real estate, and more.

Register now

Event Details

September 25 – 26, 2026

New York, USA

Booking starts from now

$499

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∞

Unlimited Potential

About Us

Join us on September 25 – 26, in New York, USA for the Outbound Summit, an exclusive gathering designed for investors, entrepreneurs, and professionals across finance, immigration, wealth management, consulting, legal, real estate, and more.

Learn More

What You'll Gain

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.

Develop Comprehensive Multi-Jurisdictional Solutions

Ensure clients' safe landing wherever they want to live and do business, facilitating smooth transitions across international markets.

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.

Upcoming In

25th - 26th September

New York, USA

What Is Covered

Key Focus Areas & Core 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.

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.

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.

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.

Who Should Attend

Investors

Family
Offices

Legal
Advisors

Entrepreneurs

Insurance
Specialists

Consulting
Experts

Immigration
Advisors

Tax
Advisors

Financial
Professionals

Estate Planning
Advisors

Offshore
Investors

Real Estate
Professionals

Professionals seeking to expand their knowledge of international matters affecting their clients, and individuals looking to broaden their options overseas.

Why Attend

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

Create tailored services for existing clients to meet evolving needs, boost satisfaction and loyalty, and strengthen referral partnerships through trusted relationships and organic word-of-mouth growth.

Enjoy

Immerse yourself in an exclusive and sophisticated conference setting at the renowned venue New York, USA.

2026 Speakers

A curated lineup of experts sharing insights, experience, and inspiration.

Tom Davies

Director of Strategic Partnerships
EMEA

Fernando Leony

Director of International Distribution
Heed Capital

Eric Hui Li

Founder and Managing Director of
Hellenic Investment Fund Co IKE (HIF)

Register & Secure Your Spot

Register Now
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What Our Attendees Say

Check out some of the posts from our previous event attendees.

" We had an absolute blast participating in the America Outbound Summit! The energy, the connections, and the memories created were truly unforgettable. A big shoutout to everyone who worked to make our presence at these events successful. And, of course, a heartfelt thank you to everyone who stopped by our booth, attended our sessions, or shared their enthusiasm with us. Until next year, America Outbound!
Cláudia Vasconcelos
Head of Business Development, Newco
" Attending the America Outbound Summit 2023 has been a great experience. The professionalism of both speakers and visitors really stood out to me, while the engagement from the audience was profound during all presentations conducted. This has been a truly beneficial summit where the needs of any potential client wishing to consider an alternative residency and/or citizenship, are fully and sufficiently met.
Yiannos Trisokka
Group CEO & Founder, Velment
" It was a pleasure to speak at the America Outbound Summit in NYC. The conference provided a lot of opportunities to network and the quizzes (for a prize) during the breaks were fun, something I have not seen before and I attend a lot of conferences! Looking forward to attending many more Outbound Summits.
Alicea Castellanos
CEO Global Taxes LLC
" The summit proved to be an excellent platform to showcase the Cook Islands' world-class asset protection and wealth management solutions. I'm sure attendees, including financial advisors and wealth managers, left with a deeper understanding of the unique benefits our jurisdiction offers.
Tony Fe'ao
CEO, Cook Islands Finance
" Very exciting event connecting with American bankers, wealth managers, tax planners, investors, and family offices to help them prepare their clients Plan ‘B’ for this upcoming November no matter which side of the fence they’re on.
Reza Motalebpour
Founder at INGWE Canada
" I was very impressed with the conference and the overall organization. The conference was well attended by professionals and the social events gave us great opportunities for networking. The panels covered a number of hot topics for the industry.
Eleni Drakou
Partner at Michael Kyprianou
" I was on an Asset Protection panel with some very bright professionals. Very informative and helpful information. The conference was well organized with exceptional topics and speakers.
Jeffrey Verdon
Partner and Chair of the Asset Protection Practice Group, Falcon Rappaport & Berkman LLP
" We are pleased with the results and the connections we made through this Summit. The United States is now a key market for the Investment Migration industry and America Outbound is a good way to tap into it.
Valentina Sofijanic
Optylon Krea
" I would like to thank your team for organizing these introductions to intermediaries in the USA! A number of them are really promising and we expect to develop successful partnerships with these companies.
Eric Major
CEO Latitude Consultancy
" We always meet new partners who send us clients at the Outbound events.
Duarte Calheiros
Fund Manager & Partner,Bluecrow Capital
" As a Portugal Golden Visa Eligible Fund Manager operating in a highly competitive environment, the Outbound Summits have been an effective channel to gain new investors and productive partnerships.
Francisco Martins
Managing Partner, ActiveCap

Our Partners

Proudly collaborating with the organizations that move the needle forward.

Gold Partner

🇵🇹

Portugal
Silver Partner

🇲🇹

Malta
Silver Partner

🇵🇹

Portugal
Silver Partner

🇻🇬

British Virgin Islands
Sapphire Partner

🇵🇹

Portugal
Sapphire Partner

🇵🇹

Portugal
Sapphire Partner

🇳🇿

New Zealand
Bronze Partner

🇫🇷

France
Bronze Partner

🇬🇩

Grenada
Bronze Partner

🇲🇹

Malta
Bronze Partner

🇳🇿

New Zealand
Bronze Partner

🇲🇹

Malta
Titanium Partner

🇬🇧

United Kingdom
Networking Cocktail Partner

🇬🇷

Greece
Exhibition Partner

🇺🇸

USA
Exhibition Partner

🇬🇷

Greece
Exhibition Partner

🇩🇲

Dominica
Exhibition Partner

🇵🇹

Portugal
Networking Partner

🇵🇹

Portugal
Patron Partner

🇱🇨

Saint Lucia
Patron Partner

🇵🇹

Portugal

Ready to Partner With Outbound?

Explore partnership 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.

Become a Partner

Choose Your Networking Path!

Are you an international solution provider?

Are you a US-based advisor?

Are you a US-based individual seeking international options?

Tom Davies

Director of Strategic Partnerships – EMEA

Tom Davies is the Director of Strategic Partnerships – EMEA for the Nauru Economic and Climate Resilience Citizenship Program, where he leads the development and management of the programme’s strategic partner network across Europe, the Middle East, and Africa. He is responsible for strengthening relationships with licensed agents, identifying new market opportunities, supporting commercial growth, and ensuring the programme is represented with the highest standards of professionalism, integrity, and compliance.

Prior to joining the programme, Tom built his career in international business development and strategic partnerships, including senior roles within the global commodities sector. Working across international markets, he developed and managed high-value commercial relationships, negotiated strategic agreements, and worked closely with corporate clients and stakeholders to deliver long-term business growth. This experience provided him with a strong commercial foundation, a deep understanding of cross-border business, and expertise in building trusted partnerships in highly competitive and regulated industries.

Today, Tom combines this commercial experience with his expertise in investment migration, focusing on sustainable programme growth, partner engagement, and market development. He works closely with licensed agents and industry stakeholders to strengthen the programme’s international presence while maintaining a selective, quality-driven partnership strategy. As a panellist, he shares practical insights on strategic partnerships, market expansion, and the evolving investment migration landscape, with a particular focus on relationship-driven growth, due diligence, and long-term value creation.

Fernando Leony

Director of International Distribution
Heed Capital

Fernando Leony holds a Law degree from the University of Lisbon and a postgraduate qualification in Financial Analysis from ISEG. His professional career has been centred on advising international investors and expatriates seeking residency solutions in Portugal, with a particular focus on investment-based immigration and cross-border wealth planning.
 
Over the years, Fernando has worked directly with more than 100 international clients from a wide range of jurisdictions, guiding them through the Portuguese Golden Visa process and helping them navigate the legal, regulatory and investment aspects of relocating to Portugal. He has developed extensive expertise in Golden Visa-eligible investment funds, working closely with investors, immigration advisers, family offices and financial intermediaries to structure solutions that align with both residency objectives and long-term investment goals.
 
His combined legal and financial background enables him to bridge the gap between immigration requirements and investment strategy, providing international clients with practical guidance throughout the entire investment journey. Fernando has also built strong relationships with global partners in the Residency and Citizenship by Investment (RCBI) industry, contributing to the development of strategic distribution networks across multiple markets.
 
In April 2026, Fernando joined Heed Capital as Director of International Distribution, where he is responsible for expanding the firm’s international presence and promoting Golden Visa-eligible investment solutions to investors and strategic partners worldwide.

Eric Hui Li

Founder and Managing Director of
Hellenic Investment Fund Co IKE (HIF)

Li Hui (Eric) is the Founder and Managing Director of Hellenic Investment Fund Co IKE (HIF), a real estate developer headquartered in Athens, Greece. Under his leadership, HIF has established itself as a trusted partner in the Greek investment and Golden Visa market, focusing on delivering long-term value, exceptional client experiences, and sustainable growth for both B2B partners and international investors.
 
Eric brings with him extensive international experience across multiple industries, including investment banking with a specialization in Mergers and Acquisitions (M&A), real estate development, education consulting, and business coaching and mentoring. His diverse background and entrepreneurial vision have enabled him to bridge global opportunities with local expertise, creating innovative investment solutions tailored to the needs of international markets.
 
A true global citizen and seasoned traveler, Eric is passionate about building meaningful relationships and fostering mutually beneficial partnerships across different cultures and industries. He strongly believes that success is built on trust, collaboration, and the ability to adapt to an ever-changing world.
 
Known for his optimistic mindset, resilience, and forward-thinking approach, Eric continues to inspire those around him with his belief that challenges create opportunities. His energy, determination, and positive outlook have been instrumental in driving HIF’s growth and positioning the company as an emerging player in the international real estate investment sector.