Outbound Summit USA 2026

Agenda
& Speakers

Exclusive Keynotes

Learn from internationally renowned speakers shaping global investment trends.

Expert-Led Panels

Gain insights into cross-border finance, tax structuring, and regulatory compliance.

Strategic Networking

Connect with top-tier investors, family offices, and wealth managers to explore business opportunities.

Industry Case Studies

Real-world applications of multi-jurisdictional financial planning and risk management.

2026 Agenda TBA

Learn More

8:00

Registration Opens

8:50 - 9:00

Welcome and Opening Remarks of the Forum Chairman

Host welcomes attendees and provides an overview of the day’s agenda

Matthew Sumner

Managing Director, Outbound Investment Group

9:05 - 9:25

Fireside Chat – From the Land of the Free to the Land of the Fleeing?

Session 1

Speakers

Matthew Sumner

Managing Director, Outbound Investment Group

Ronald Klasko

Chairman, Klasko Immigration Law Partners

Tammy Fox

Partner, Rifkin & Fox-Isicoff P.A

9:25 - 9:55

Partner, Rifkin & Fox-Isicoff P.A

Session 2

Angelo Robles

Founder & Chairman, Robles Family Office & HoldCo

9:55 - 10:25

Pathways to Europe: Residency Programs You Need to Know

Session 3 - Leading firms present the latest on qualifying investments and policy updates

Speakers

Roberta Rodoligo

Head of Client Relations & Compliance, Residency Malta Agency

Vasilis Leivadas

Head of Business Development, LUX&EASY, Greece

George Andreou

Sales Advisor, BBF, Cyprus

Gonçalo Mendes Leal

Founding Partner, NSMLawyers, Portugal

10:25 - 10:55

Panel Discussion – Strategic Residency: Comparing European Programs Through a Tax and Investment Lens Considerations

Session 4 - How evolving policies shape the future of mobility and wealth planning in the EU

Discussion Topics:

  • Contrast of European programs and other routes to EU access
  • Tax implications for residency holders – tax residency & legal residency
  • Country-specific tax benefits and obligations for investors
  • Regulatory & Policy Changes – How do recent EU and national regulations impact residency programs?

Panelists:

Vasilis Leivadas

Head of Business Development, LUX&EASY, Greece

Gonçalo Mendes Leal

Founding Partner, NSMLawyers

Cláudia Vasconcelos

Head of Business Development, NEWCO Corporate Services SA

Eleni Drakou

Partner, Michael Kyprianou Law Firm

Richard Hallam

CBI Director, Ora Caribbean

Our Previous Speakers & Experts

Angelo Robles

Founder & Chairman
Robles Family Office & HoldCo

Guilherme Valadares Carreiro

Investment Professional
Oxy Capital

Duarte Calheiros Menezes

Fund Manager & Partner
BlueCrow Capital

Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Yassin Mohamdi

CEO and Managing Partner
THE BUYERS CIRCLE

Blake Harris

Founding Principal
Blake Harris Law

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Francisco Martins

Managing Partner
ActiveCap

Nuno Serafim

Managing Partner
3 Comma Capital SCR

Vasilis Leivadas

Head of Business Development
LUX&EASY

George Andreou

Sales Advisor
BBF

Richard Hallam

CBI Director
Ora Caribbean

Ambassador Jeffery Hadeed

Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Nisha Mc Intyre

Managing Director
My Grenada Solutions Inc.

Cameron Fraser

Director
Moon Gate Antigua

Calvin St Juste

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

Eleni Drakou

Partner
Michael Kyprianou Law Firm

Nuri Katz

Co-Founder and President
Apex Capital Partners Corp.

Roberta Rodoligo

Head of Client Relations & Compliance
Residency Malta Agency

Shannon Hawley

Managing Director
Daniel Residences

Tine Ponia

Managing Director
Asiaciti Trust Cook Islands

Tammy Fox-Isicoff

Partner
Rifkin & Fox-Isicoff P.A.

Noovai Aspris

Legal Counsel
Trustees & Fiduciaries (Cook Islands) Ltd.

Mc Claude Emmanuel

Chief Executive Officer
Citizenship by Investment Saint Lucia

Cláudia Vasconcelos

Head of Business Development
NEWCO Corporate Services SA

Alicea Castellanos

Chief Executive Officer and Founder
Global Taxes LLC

Ronald Klasko

Chairman
Klasko Immigration Law Partner

Chad Fraser

Founder and Chief Executive Officer
Sonover

Calvin Mazlumyan

Managing Director / Founding Partner
Plan-B Outbound Migration Consultancy

Walter O'Brien

Founder and CEO
Scorpion Computer Services, Inc

Cynthia Brittain

Partner
Holland & Knight LLP

What Our Attendees Say

Checkout some of the posts from our previous events 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 client’s 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

Be part of the conversation that shapes the future of international investments.

Shape the Future at Outbound Summit USA 2026

Are you a thought leader, industry expert, or game-changer in global investments, cross-border finance, or wealth management? The 2026 Call for Speakers is now open!

We’re bringing together visionary professionals, top investors, and global decision-makers to explore cutting-edge strategies in:

  • 1. Cross-Border Financial Structuring
  • 2. Legal Risk & Compliance
  • 3. Residency & Citizenship by Investment
  • 4. Emerging Market Investment Trends
  • 5. Wealth Preservation & Succession Planning
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