Outbound Summit Shanghai 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

Serene Liaw

Deputy Director, Strategic Planning and Investor Relations Labuan IBFC

Chang Cai

Director and Founding Partner Shanghai Inhetrust Law Firm

Matthew Smith

Director: Business Development Southpac

Luc Lu

Partner IMI Asia

Philippe May

Founder & CEO EC Holdings

Brandace Duncanson

Director of Financial Services in the Ministry of Economic Affairs

Frank Xie

Attorney Shanghai Inhetrust Law Firm

Michael Liu

Executive Director CIL Group Ltd.

Andretti Bain

Head of Sports and Brand Ambassador Champion Spirit Country Club

Edward Clark

Chief Executive Officer Nauru Economic and Climate Resilience Citizenship Program

Alexandre Touihri

Chairman Academic Gateway AG

David Fiebig

Director ICS Corporate Services (Cayman) Limited

Duarte Calheiros Menezes

Fund Manager & Partner BlueCrow Capital

Joe Wan

Group CEO Encor Group

Lorenzo Jooris

Managing Director for the Middle East Encor Group

Antoine W. Bastian

Founder and Principal Genesis Fund Services Limited

Vicky Spiteri

Head of Marketing & Business Development Residency Malta

Delphino Gilbert Cassar

CEO Equity Group Business Development Ltd.

Dev Mitra

Managing Partner Matrix Venture Studio

Abhijit Sankar Roy

Co-Founder and Managing Partner Matrix Venture Studio

Mohammad Bin Humaidan Al Falasi

Director Meydan Free Zone

Amy M. Z. Shen

Certified Enterprise Legal Advisor Shanghai Symbol Certified Tax Agents

Gary Smith

Partner Loeb Smith Attorneys

Greg Crawford

Chief Executive Officer Crawford Trust Company, LLC

Terai Boaza

Legal Counsel Trustees & Fiduciaries Cook Islands

Zhivargo S. Laing

Director Caystone Solutions

Michael Clare

Head of Digital Assets and Fintech Operations Liongate Bahamas Limited

Kai Tian

President Nautilus Family Office

Jessie Jie

General Manager Shanghai Choice Media and Consultation Co., Ltd.

George Eid

Senior Vice President & Head of Global Sales Arton Capital

Christos Vardikos

Attorney at law Vardikos & Vardikos Law Firm

Ivan Rodriguez

Managing Director Asian Markets Become American Investor LLC

Vasilis Leivadas

Head of Business Development LUX&EASY

Mischa Mannix-Opie

Director of Client Experience Greener Pastures New Zealand

Radost Ivanova

Program Director & Head of Processing Arton Capital

Elise Donovan

Chief Executive Officer BVI Finance

Diego Vinal

Head of the Madrid office AVCO Legal & AVCO CORPORATE SERVICES

What Our Attendees Say

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

It has been a rather successful and enjoyable experience to work with the Asia Outbound Summit team for the past few years. Their top-notch knowledge and expertise is impressive to make sure your attendance is worthwhile.
Qian Gao
Business Development Director at Range Developments
The reason we invested in both conferences this year as silver sponsors was due to the feedback and quality of new business received at the 2012 summit.
Leandros Papaphilippou
Managing Partner at L. Papaphilippou & Co.
I think the event was very good. It was very well attended, standing room only, and I think it was very well organized especially with the translation. It was quite illustrative for me to be here as a presenter and I hope it was just as interesting for the audience.
Scott Lines
President at Lines Offshore Management
This is my first time at the conference and it’s been excellent, extremely well organized, I’ve been impressed by the quality of the delegates, the presentations have been informative with useful insights of senior professionals.
Siobhan Riley
Partner & Head of Trusts and Private Wealth at Carey Olsen (Jersey)

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

Shape the Future at Outbound Summit Shanghai 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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