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2025 Agenda & Speakers

Experience insightful discussions, expert-led panels, and cutting-edge strategies from industry pioneers at the Outbound Investment Summit – New York 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.

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Full Video

Key Highlights

Days
Hours
Minutes
Seconds
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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.

2025 Agenda Overview

Registration Opens

Registration Opens At 8:00

Welcome and Opening Remarks of the Forum Chairman

Matthew Sumner, Managing Director, Outbound Investment Group

Host welcomes attendees and provides an overview of the day’s agenda At 8:50-9:00

Session 1

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

Matthew Sumner, Managing Director, Outbound Investment Group
Ronald Klasko, Chairman, Klasko Immigration Law Partners
Tammy Fox-Isicoff, Partner, Rifkin & Fox-Isicoff P.A

Session 2

The Future of Family Offices, AI, and Power

Angelo Robles, Founder & Chairman, Robles Family Office & HoldCo

Session 3

Pathways to Europe: Residency Programs You Need to Know

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

Session 4

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

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

Panelists:
Vasilis Leivadas, Head of Business Development, LUX&EASY
onçalo 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

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?

Networking Coffee Break

Networking Coffee Break From 10:55-11:25

Session 5

Golden Gains: Inside Portugal’s Golden Visa-Eligible Investment Fund Golden visa-eligible investment fund representatives make their case

Speakers:
Francisco Martins, Managing Partner, ActiveCap
Guilherme Valadares Carreiro, Partner, Oxy Capital
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Nuno Serafim, Managing Partner, 3 Comma Capital SCR

Session 6

Panel Discussion – Brains Behind the Funds: A Debate on Performance and Purpose Strategy, structure, and smart risk-taking in golden visa-eligible funds

Panelists:
Francisco Martins, Managing Partner, ActiveCap
Guilherme Valadares Carreiro, Partner, Oxy Capital
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
Pedro Lino, CEO and CIO, Optimize Investment Partners SGOIC SA
Nuno Serafim, Managing Partner, 3 Comma Capital SCR

Discussion Topics:
• Comparing investment strategies: strengths and challenges
• How geopolitical trends impact investments
• Balancing risk and reward in European markets

Networking Luncheon

Networking Luncheon From 12:55-14:00

Session 7

Property, Passports, and Possibility: Caribbean CBI in a New Era Opportunities in second citizenship and real estate from those leading the region’s top programs

Speakers:
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis
McClaude Emmanuel, CEO, Citizenship Investment Unit, St. Lucia
Cameron Fraser, Director, Moon Gate Antigua

Session 8

Panel Discussion – Second Citizenship, First-Class Living: The Caribbean CBI Landscape in
2025 and Beyond

A strategic look at the region’s premier programs, developers, and investor trends

Moderator:
Nuri Katz, CEO, Apex Capital Partners

Panelists:
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
Calvin St Juste, Executive Chairman, Citizenship by Investment Unit, St. Kitts and Nevis
Richard Hallam, CBI Director, Ora Caribbean
Nisha Mc Intyre, Managing Director, My Grenada Solutions Inc.
Chad Fraser, CEO & Founder, Sonover

Discussion Topics:
• Navigating investment options and key requirements
• Making the right choice by considering the opportunities and advantages
• What does the shift to stricter regulation and transparency mean for potential investors?

Networking Coffee Break

Networking Coffee Break From 15:25-15:55

Session 9

Consider Property Investment as a Mobility Vehicle

Yassin Mohamdi, CEO and Managing Partner, THE BUYERS CIRCLE

Session 10

The Cook Islands Advantage: Leading the Way in Asset Protection and Relationship
Property Solutions

Tine Ponia, Managing Director, Asiaciti Trust Cook Islands – Speaking on behalf of Cook Islands Finance

Session 11

Offshore Asset Protection
Blake Harris, Founding Principal, Blake Harris LawAsset Protection in A New Transparent Era

Blake Harris, Founding Principal, Blake Harris Law
• Audience Q&A

Session 12

Panel Discussion – Cross-Border Clarity: Wealth Preservation and Tax Strategy for
Global American Families

A moderated panel discussion including experts from leading firms specializing in private wealth, tax and estate planning

Panelists:
Noovai Aspris, Legal Counsel, Trustees & Fiduciaries (Cook Islands) Ltd.– Speaking on behalf of Cook Islands Finance
Blake Harris, Founding Principal, Blake Harris Law
Angelo Robles, Founder & Chairman, Robles Family Office & HoldCo
Alicea Castellanos, Chief Executive Officer and Founder, Global Taxes LLC

Discussion Topics:
• Managing tax residency and compliance risks in multi-jurisdictional living
• Cross-border estate and gift planning for families with U.S. ties
• Structuring and investing across borders: trusts, entities, and real assets
• Planning for expatriation and long-term legacy transitions

Closing Remarks & Networking Cocktail

Closing Remarks & Networking Cocktail From 17:15

2025 Speakers

Angelo Robles

Founder & Chairman
Robles Family Office & HoldCo

Guilherme Valadares Carreiro

Partner
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 Partner
Blake Harris Law

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Francisco Martins

Managing director
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 Partners

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.

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.

Become a speaker

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.

Register Now

Angelo Robles

Founder & Chairman
Robles Family Office & HoldCo

A Family Office Strategist and Futurist, Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change.

With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations.

Guilherme Valadares Carreiro

Investment Professional
Oxy Capital

Guilherme is a Principal on the investment team, Head of the Golden Visa Initiatives, and sits on the Investment Committee.

His transaction experience as a member of the Growth & Buyout investment team includes more than 10 deals in diversified sectors. For 2 years, Guilherme also played a crucial active role in the operational and financial restructuring process of an Industrial company with +€250M in Revenue. Since 2022, Guilherme has been leading the fundraising and execution efforts of

Oxy Capital’s Golden Visa Funds (+60M€), having raised capital mostly from a diversified base of US private investors.

Before joining Oxy Capital in 2018, he worked as a Consultant for c.2 years as an Operational Consultant on the leading operational consulting firm in Europe, Kaizen Institute.

Guilherme holds a master’s degree in Industrial Engineering and Management from the Faculdade de Engenharia da Universidade do Porto (Portugal) and Technische Universität München (Germany)

Duarte Calheiros Menezes

Fund Manager & Partner
BlueCrow Capital

Duarte Calheiros Menezes is a Partner and Fund Manager at BlueCrow Capital, which he joined in 2014. With over 15 years of experience in the financial sector, he specialises in asset structuring and management, with deep expertise in venture capital and private equity fund management.

He holds a degree in Economics and a Master’s in Finance from Católica Lisbon School of Business & Economics, one of Europe’s leading business schools. Duarte began his career in futures and options trading, gaining invaluable experience over five years at major financial institutions such as OSTC Group.

As an investment professional, he has consistently delivered strong results, leveraging his expertise in asset allocation and risk management to navigate complex market conditions. Since becoming a Fund Manager in 2018, Duarte has played a pivotal role in surpassing performance targets, optimising portfolio strategies, and generating impressive returns for investors.

In 2020, he led a large-scale fundraising campaign for BlueCrow Growth Fund I and the Innovation Fund Series, securing over €100 million in capital. He was also instrumental in establishing critical operational functions at BlueCrow Capital, designing streamlined onboarding procedures to enhance investor acquisition and ensuring seamless coordination between investor relations and the legal and compliance teams. His leadership has been fundamental in strengthening BlueCrow Capital’s operational efficiency and adherence to regulatory standards.

Gonçalo Mendes Leal

Founding Partner
NSMLawyers

Gonsalo co-founded NSMLawyers which crafted thousands of golden visa applications in Portugal with a team of expert lawyers and the work with more than 10 years of experience that changed many lives. In the last decade, NSMLawyers has become a top immigration law firm in Portugal. Recognized worldwide, the firm specializes in crafting residency visas. They have assisted clients from more than 80 nationalities seizing the opportunity of both investing and enjoying a golden country.

Yassin Mohamdi

CEO and Managing Partner
THE BUYERS CIRCLE

Yassin Mohamdi is fluent in four languages, has had the honor of calling Paris, Marbella, and London his home over the years, and is now settled with family in Dubai – a true citizen of the world.

Mr. Mohamdi began his illustrious career with multinational conglomerates including ING Group and Caterpillar Financial until he discovered the power of Real Estate.

Having worked in Senior Management roles for over fifteen years, in some of the leading and most successful real estate brokerage firms globally, Mr. Mohamdi spent five of those years with property developer giant – DAMAC Properties – out of their London and Dubai offices, where he gracefully received recognition for his outstanding achievements and the prestigious award for Top Performer, Highest Single Value unit sold – leading to his admission to the 250 Million Club.

Mr. Mohamdi has personally guided private and institutional investors from different jurisdictions and countries worldwide, making successful and high-performing Real Estate investments, and currently garners one of the highest returning client ratios in the market.

A fully licensed international Real Estate professional, Mr. Mohamdi graduated from London Regents Business School in International Business and Marketing with Honors and is currently the CEO and Managing Partner of THE BUYERS CIRCLE – An international property investment and Real Estate brokerage firm that operates a multilingual, versatile and diverse team of like-minded professionals, straight from its global head offices in Dubai.

THE BUYERS CIRCLE provides direct access to exclusive developments worldwide and offers a turnkey service to those seeking premium ROI opportunities.

Blake Harris

Founding Principal
Blake Harris Law

Attorney Blake Harris is the founding principal of Blake Harris Law, specializing in offshore asset protection and serving clients worldwide. With extensive travel across over 45 countries, Blake has cultivated a robust global network, collaborating with trust companies, protectors, and bankers. An accomplished author and international speaker, he has educated numerous attorneys and other professionals through his continuing legal education lectures on asset protection and offshore planning.

Blake’s insights have been featured in prominent national publications, including Forbes and ABC, NBC, CBS, Fox News, and MarketWatch, establishing him as a trusted voice in the industry. He has also amassed hundreds of thousands of social media followers, further amplifying his influence.

He is an AV® PreeminentTM-rated attorney and has been featured in publications like Forbes, ABC, NBC, CBS, Fox News, and MarketWatch.

Recognized as a “Rising Star” by Super Lawyers Magazine for five consecutive years and holding the AV® PreeminentTM Attorney designation, Blake exemplifies excellence in his field. Blake is a member of the American Bar Association, the International Bar Association, the Florida Bar, and the Colorado Bar.

A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.

Pedro Lino

CEO and CIO
Optimize Investment Partners SGOIC SA

Pedro Lino is the CEO and Chief Investment Officer at Optimize Investment Partners, SGOIC SA, a leading asset management company in Portugal, where he plays a pivotal role in shaping investment strategies.

His passion for financial markets started early—by the age of 9, he was already tracking stock quotes on TV, and at 16, he made his first investments. At 26, he acquired a stake in a Portuguese brokerage, which he successfully sold in 2021.

Pedro is a Chartered Accountant, an Economist, and a founding member of the Portuguese Observatory of Compliance and Regulation (OPCR). He is also a member of the prestigious Portuguese Diaspora Council, under the High Patronage of the President of the Republic.

A graduate of Economics from Nova School of Business and Economics (1998), Pedro is a recognized voice in the financial industry. He writes a biweekly opinion column for Jornal Económico is a frequent commentator on television, radio, and digital platforms, where he shares insights on economic and financial matters.

Francisco Martins

Managing Partner ActiveCap

Francisco has over 15 years of experience in private equity, capital markets, and asset management in Europe, the US, and Africa.

He developed his career at F&C Investments, investing in small and medium capitalizations in Portugal.

Previously, he was Director at ThirdWay a merchant banking firm, and worked at the Global Funding department at American Express in New York.

Degree in Economics from Nova SBE and MBA from the Darden School of Business at the University of Virginia.

Nuno Serafim

Managing Partner
3 Comma Capital SCR

Nuno Serafim is a seasoned financial executive with over 25 years of experience in the asset management industry. He is the founder of 3 Comma Capital, a company he established in 2022 alongside Robert and Patrick Hable. Prior to this venture, Nuno served as a board member and Chief Investment Officer (CIO) at IM Gestão de Ativos (IMGA), the second-largest asset manager in Portugal, where he oversaw €3.4 billion in Assets under Management (AuM).

Nuno’s extensive career includes significant leadership roles in various reputable financial institutions. At Millenniumbcp/IMGA Asset Management, the largest independent asset manager in Portugal, he was a board member and CIO, where he made substantial contributions to the firm’s growth and investment strategies. Before his tenure at IMGA, Nuno was the Head of Iberia at IG Markets, where he managed operations and market strategies across the Iberian Peninsula. He also held the position of Head of Portfolio Management at Espírito Santo Investment, further solidifying his expertise in investment management.

Throughout his career, Nuno has demonstrated exceptional leadership and a profound understanding of financial markets, consistently delivering superior investment performance and strategic growth. His experience and insights have made him a respected figure in the financial industry, known for his innovative approaches and commitment to excellence.

Nuno holds a key role in shaping the future of asset management through his work at 3 Comma Capital, where he continues to drive forward-thinking investment solutions and strategies.

Vasilis Leivadas

Head of Business Development
LUX&EASY

Vasilis Leivadas grew up in Athens in the 90s. He obtained the MEng Electronic Engineering degree from the University of Southampton in the UK. He spent his early career working for organisations like Microchip, Vivoplex, and The Wednesday Group. His leadership skills led him to the position of Head of Digital at the latter company. Throughout these early years, he developed valuable software development, design, and problem-solving Skills.

Vasilis’s entrepreneurial passion guided him in chasing a more business-oriented opportunity. Thus, he started a rotation program with NOVA Construction, the leading Residential Real Estate Development company in Greece, going through the company’s construction and commerce departments.

He’s currently heading the Business Development department and is responsible for the company’s overseas business expansion plans, international sales and branding, network growth and more. Within 2 years, he has achieved the creation of strategic partnerships across more than 40 countries with a revenue growth of 50M €.

In his leisure time, you may find him reading books, playing Beach Volleyball and exploring innovative products and business ideas. His diverse experiences and achievements reflect a multifaceted individual with a deep passion for technology, entrepreneurship, and making a positive impact on the world.

George Andreou

Sales Advisor
BBF

George Andreou is a dedicated real estate professional and Sales Advisor at BBF, one of Cyprus’s leading developers. With a strong background in residential and commercial property investments, he works closely with international investors, guiding them through the opportunities that Cyprus has to offer.

As a native Cypriot, George deeply understands the country’s real estate landscape and economic potential. He specialises in market analysis, investment strategy, and negotiation, helping clients navigate an evolving market with confidence. His approach is centered on delivering long-term value, ensuring investors make well-informed decisions based on market trends and growth potential.

At BBF, George plays a key role in engaging with business leaders, institutional investors, and individuals seeking premium real estate opportunities. He believes in building lasting relationships based on trust, transparency, and a deep understanding of investor priorities.

At the US exhibition, George will share insights into Cyprus’ dynamic real estate market, highlighting why the island continues to attract international investors. He will offer a clear perspective on the advantages of investing in Cyprus, from its strategic location to its growing economy and strong real estate fundamentals.

Richard Hallam

CBI Director
Ora Caribbean

Richard Hallam is a dual citizen of Grenada and Great Britain. His 30 years’ work experience has taken him to every continent, but his current home-base for the last 17 years is on the Caribbean island of Grenada. Originally a hotelier, Richard branched out into development, real estate and more recently; business advisory.

He has played a multi-faceted role in the development scene of Grenada, working initially in the acquisition and development of multi-use projects and later with government and developers in the creation of the Grenada CBI (Citizenship-By-Investment) program as a Special Advisor to the Inward Investment Office.

Richard has seen a Caribbean CBI program from concept to operation and worked alongside government, CIU offices, agents and developers. He is an Approved Marketing Agent of the Grenada CBI program and has direct, insider, on island knowledge and close working relationships with all major developers and local agents. He currently holds the position of CBI Director for Ora Caribbean – Developers of Silversands Grenada, Silversands Beach House and their latest project – Silversands Morne Rouge.

Ambassador Jeffery Hadeed

Chairman of the Board
Citizenship by Investment Unit Antigua & Barbuda

Ambassador Jeffery Hadeed, a dynamic entrepreneur hailing from Antigua & Barbuda, serves as a driving force in various fields. Appointed as Chairman of the Board for the Citizenship by Investment Programme of Antigua & Barbuda and non-resident Ambassador to Italy, Hadeed embodies an unwavering commitment to progress.

With a career spanning 38 years, Hadeed’s versatile ventures underscore his enterprising spirit. His achievements include the establishment of seven thriving restaurants and engagement in diverse sectors encompassing marine sales and service, fashion, manufacturing, imports, and distribution. As a registered Agent for the CIP, he has evolved into a property development and management maven, curating an impressive villa estate portfolio that includes properties owned by esteemed fashion icon Giorgio Armani. A standout accomplishment is the creation of the South Point Antigua, an avant-garde 23-unit boutique condo hotel nestled in the historic enclave of English Harbour.

Educated at the University of Florida, Hadeed graduated with a degree in Business (Marketing). He further enriched his expertise by delving into fashion design at Milan’s prestigious Istituto Marangoni. Fluent in English and Italian, he commands a versatile linguistic arsenal, extending to French and Arabic and has travelled to more than 40 countries.

Hadeed’s journey exemplifies an individual who continually bridges cultures, sectors, and languages. His tenacity and acumen make him a pivotal figure in the landscape of entrepreneurship, investment, and diplomatic relations.

Nisha Mc Intyre

Managing Director
My Grenada Solutions Inc.

Nisha McIntyre is a solutions-driven marketing and communications strategist, with a human-centric approach to business growth and innovation. An expert in investment migration, destination tourism, and innovation management, her deep understanding of global market dynamics and ability to connect people with opportunities has lent favourably to the development of Grenada’s tourism and investment migration industries.

As Head of Marketing for the Americas at the Grenada Tourism Authority, she played a key role in expanding Grenada’s largest travel source markets and successfully coordinated JetBlue Airways’ inaugural service to the island. Her expertise in the field was later reinforced by the inclusion of her diagnostic assessment of Grenada’s tourism industry in the island’s 2022 National Sustainable Tourism Development Plan.

Since 2016, Nisha has been an active player in the Caribbean’s Investment Migration Industry—first in Dominica and now in Grenada, where she serves as Managing Director of My Grenada Solutions Inc., a licensed marketing agency for Grenada’s programme. Having led global marketing efforts for an approved real estate project, Grenada’s CBI programme, and the destination itself, she possesses a deep understanding of Grenada’s socioeconomic landscape and its interplay with international market dynamics. To this end, she provides strategic guidance to businesses entering the market and individuals seeking citizenship through investment.

A proud Grenadian, Nisha also serves on the board of Reach Within, a nonprofit dedicated to helping children in Grenada, particularly the most vulnerable, adopt healthy self-regulation techniques that mitigate the cyclical effects of childhood trauma.

Cameron Fraser

Director
Moon Gate Antigua

Cameron Fraser brings decades of experience in the tourism industry to Moon Gate Antigua. He played a leading role in the country’s development of cruise tourism as managing director of Antigua Pier Group and is a co-founder and co-owner of the esteemed Nonsuch Bay Resort. He remains a director of Antigua Pier Group and is also a director of corporate management firm Key Properties Ltd, owners and operators of Historic Redcliffe Quay in St John’s, Antigua, as well as vice-president of the Antigua & Barbuda Cruise Tourism Association. Born in the UK, Cameron has lived in Antigua for more than five decades.

Calvin St Juste

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

Calvin St Juste is the Executive Chairman of the St. Kitts and Nevis Citizenship by Investment (CBI) Unit, which is the statutory body that governs the St. Kitts and Nevis CBI Programme. He is the honorary Special Envoy for Investment, Development, and International Business Relations for St. Kitts and Nevis. With over 25 years of experience across industries such as financial services, telecommunications, and telemedicine, he is a seasoned Wall Street executive. Previously, he was the Global Chief Operating Officer (COO) and Head of Global Strategy at Morgan Stanley Wealth Management’s Financial Wellness division, where he led a team offering solutions to Fortune 100 companies. He also served as COO for Global Fraud and Cybersecurity, safeguarding the firm’s assets from cyber threats.

Mr St. Juste has held executive roles at JP Morgan, managing teams that served high-net-worth clients, and earned the Stevie® Awards for his leadership. At T. Rowe Price, he was the Global Audit Head of Technology Enablement, overseeing governance and the integration of generative AI and data analytics.

Outside of corporate roles, Mr St. Juste is a Lean Six Sigma practitioner and strategist in process improvement. He serves on multiple boards, including as Chairman of the Supervisory Board for a US-based Credit Union with over $1 billion in assets and as a Board Advisor at Stevens Institute of Technology. He holds a bachelor’s degree from Goldey-Beacom College, a Master’s in Global Innovation Management from Stevens Institute of Technology, and an Executive Management Certificate from Wharton. He is also Six Sigma Black Belt-certified and a frequent speaker at global events.

Eleni Drakou

Partner
Michael Kyprianou Law Firm

Michael Kyprianou Law Firm is one of the leading law firms in Cyprus, having an enviable reputation as a broad-based legal practice. The firm has three offices in Cyprus: in Nicosia, Limassol and Paphos and a team of over 60 lawyers. Michael Kyprianou Law Firm has established a strong international presence, being well known for the calibre of the firm’s Lawyers.

Eleni is based at the firm’s Limassol office. She is a member of the Cyprus Bar Association and the International Bar Association. She has been a board member of STEP Cyprus (TEP) since 2019. She is also a member of the Real Estate Committee of the Cyprus Bar Association.

Eleni regularly advises HNWI and investors on private client matters with a strong focus on immigration, real estate transactions, and taxation. She often advises clients on their residence permit applications and relocation to Cyprus. Eleni frequently represents individuals on their real estate acquisitions in Cyprus, including large-scale and landmark Projects.

Eleni’s work is frequently ranked by international legal directories for her expertise.

Nuri Katz

Co-Founder and President
Apex Capital Partners Corp.

Nuri Katz is a 30-year veteran and leader in the investor immigration industry. He is a frequent commentator and contributor to global media outlets including the Wall Street Journal, New York Times, Financial Times, Bloomberg, CNBC, CBS, and many others. He frequently opines on subjects pertaining to immigration policy, government affairs, citizenship matters, international investment, tax policy, and more.

Roberta Rodoligo

Head of Client Relations & Compliance
Residency Malta Agency

Roberta Rodoligo is the Head of Client Relations and Compliance at Residency Malta Agency, bringing over 12 years of experience in the investment migration industry. With a strong passion for migration and a customer-centric approach, Roberta has made significant contributions to the agency’s growth and success. During her 5 years at Residency Malta, she has played a pivotal role in expanding the Client Relations and Compliance team, overseeing the team’s development and increasing its remit. Her extensive experience spans both the private and public sectors within the investment migration industry, providing her with a comprehensive understanding of the sector’s complexities. Roberta holds an MBA, enhancing her strategic thinking and leadership capabilities. She is known for her mentorship and leadership style, fostering a collaborative environment within her team and ensuring the delivery of exceptional client service. Driven by a deep understanding of the evolving needs of migrants, Roberta’s expertise lies in balancing regulatory compliance with a commitment to offering tailored, efficient, and customer-focused solutions. Her leadership continues to ensure a seamless experience for clients navigating the intricacies of investment migration.

Shannon Hawley

Managing Director
Daniel Residences

Shannon Hawley is a highly accomplished executive with over 19 years of experience in business development, consulting, marketing and sales, specialising in Caribbean citizenship programs and the luxury real estate market.

Her extensive international background encompasses valuable in-country experience across the Caribbean, North America, the Middle East and Asia, positioning her as a leader in her field.

As an approved International Marketing Agent for the St. Kitts and Nevis Citizenship by Investment (CBI) program, Shannon has established strong relationships with a wide range of industry stakeholders, including the St. Kitts & Nevis government, real estate developers and local agents.

Her deep understanding of the industry and exceptional networking abilities allow her to effectively navigate the complexities of the CBI landscape and drive successful outcomes. In addition to her role as a CBI agent, Shannon works closely with the team at the Residences at Fern Hill on the island of Nevis, to provide invaluable support to clients throughout the real estate purchasing and CBI process. She guides her clients step-by-step through the CBI process, ensuring a seamless and efficient experience.

Shannon’s commitment to her clients and deep industry knowledge make her a trusted partner in both citizenship and real estate endeavours.

Tine Ponia

Managing Director
Asiaciti Trust Cook Islands

Tine Ponia is the Managing Director at Asiaciti Trust Cook Islands in Rarotonga, Cook Islands Tine graduated from Victoria University of Wellington in New Zealand as a top commercial law student and a Barrister and Solicitor of the High Courts of the Cook Islands and New Zealand.

She has over 20 years of admission experience holding Legal/General Counsel roles in various firms and is a registered practitioner with the Society of Trust and Estate Practitioners. Tine has won multiple educational scholarships and awards for her work in the field of law and is a former Director of the Cook Islands Financial Services Development Authority (Cook Islands Finance).

Tammy Fox-Isicoff

Partner
Rifkin & Fox-Isicoff P.A.

Tammy Fox-Isicoff is a former Trial Attorney for the United States Immigration and Naturalization Service and Special Assistant United States Attorney. Tammy has been selected by Best Lawyers as the Best Lawyer in Immigration Law in S. Florida for over 5 years. SuperLawyers has recognized Tammy as one of the top 50 women lawyers in Florida.

Tammy holds an AV® Preeminent™ Peer Review RatedSM by Martindale-Hubbell® and has been continually listed in The Best Lawyers in America, Chambers Global, South Florida’s Top Lawyers, SuperLawyers, International Who’s Who of Corporate Lawyers and The National Association of Distinguished Counsel.

Tammy has been a frequent immigration law consultant on the Today Show and Morning Show. She has served as an immigration legal consultant to NBC, ABC, CBS, CNBC, FOX and MSNBC. Tammy is a frequent author and lecturer on all areas of immigration law.

Tammy has served on the Florida Bar’s Certification Committee for Immigration and Nationality Law and is certified by the Florida Bar in Immigration and Nationality Law. She is the Past President of the South Florida Chapter of the American Immigration Lawyers Association (AILA) and Past President and co-founder of the Latin America and Caribbean Chapter of AILA. Tammy served on the Board of Governors of AILA National for almost 30 years. Tammy has been the recipient of three AILA Presidential Awards for advocacy on behalf of immigrants. Most recently, Tammy co-founded Exodusmigration.net, a company that provides bespoke services for those interested in alternative citizenship and residence through investment.

Noovai Aspris

Legal Counsel
Trustees & Fiduciaries (Cook Islands) Ltd.

Noovai graduated with a law degree from Auckland University, New Zealand and is admitted to the bar in New Zealand and NSW Australia. She has broad experience working in trust companies in both the Cook Islands and Sydney, Australia. She also worked as legal counsel for a proprietary funds management firm in Australia and is now engaged as legal counsel for T&F, specialising in asset protection structures.

Mc Claude Emmanuel

Chief Executive Officer
Citizenship by Investment Saint Lucia

With well over a decade of management experience, Mc Claude Emmanuel possesses a diversified skill set ranging from product development, economic analysis and training & development.

He holds a Bachelor of Science degree in Economics and Business Management; has an MBA, is certified as a Project Management Professional (PMP) and an accredited Certified Business Professional in Marketing.

He brings a wealth of experience from both private and public sectors across various industries including media, utilities and telecommunications.

As the CEO of Saint Lucia’s Citizenship by Investment Programme, his vision is to grow its brand presence across various platforms and penetrate new and emerging territories whilst maintaining the highest compliance and due diligence standards.

Cláudia Vasconcelos

Head of Business Development
NEWCO Corporate Services SA

Cláudia Vasconcelos is a Portuguese tax and immigration specialist, with more than three decades of experience assisting international clients investing in Portugal.

Cláudia started her career at the US Foreign Commercial Services in Lisbon and after 15 years working for the Madeira Island investment promotion agency, she joined NEWCO as Head of Business Development, dealing mostly with personal income tax, immigration, and corporate tax matters. NEWCO is a one-stop shop for international investors and expatriates in Portugal, with 30 years of experience and a full range of corporate, real estate, and relocation services.

Cláudia holds an undergraduate degree in International Relations, a Master’s in Business Administration, and Post-graduate Degrees in Taxation and Immigration Law. She speaks English, French, Spanish, and Italian.

Alicea Castellanos

Chief Executive Officer and Founder
Global Taxes LLC

Alicea Castellanos is the CEO and Founder of Global Taxes LLC, where she delivers highly personalized U.S. tax advisory and compliance services to high-net-worth families and their advisors. With over 20 years of experience, Alicea is a recognized expert in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures such as foreign trusts, estates, and foundations that have a U.S. connection.

Her specialties also include foreign investment in U.S. real estate and other U.S. assets, pre-immigration tax planning, expatriation matters, cross-border gift and inheritance issues, foreign asset compliance, offshore disclosures and amnesties, and U.S. market entry strategies for foreign businesses. Fluent in Spanish and proficient in Portuguese, Alicea is known for her cross-cultural expertise and client-centered approach.

Alicea is an active member of STEP, NYSSCPA, AICPA, IFA, and is affiliated with Clarkson Hyde Global and the Global Referral Network. She has been recognized with the NYSSCPA Forty Under 40 Award, and was invited to join Advisory Excellence as the recommended tax expert in the U.S.

In recent years, Alicea has earned Gold and Silver at Citywealth’s Powerwomen Awards and was listed in the Global Elite Directory. In 2024, she was named one of Citywealth’s Top 50 Tax Professionals, shortlisted for the Magic Circle Awards, have been appointed as judge for the Powerwomen Awards USA, certified as an International Business Advisory Firm by AuditTrust International, and is a proud STEP member for 2024/2025.

Ronald Klasko

Chairman
Klasko Immigration Law Partner

Ronald Klasko is the Chairman of Klasko Immigration Law Partners (KILP) and a globally recognised immigration attorney on investment-based immigration. With decades of experience, he has helped thousands of EB-5 and E-2 investors secure U.S. visas and green cards, building one of the world’s largest investment immigration practices with a 9-attorney investment-based immigration team. Under his leadership, KILP has consistently been ranked as a top immigration law firm by Chambers Global and has received numerous industry accolades. Ron is annually recognized by Chambers Global and Best Lawyers in America© (Tier 1) for his expertise. He is also a founding partner of Exodus Migration, a firm dedicated to advising clients on alternative and additional citizenship and residency options worldwide, connecting them with top legal and financial professionals in their chosen countries. Beyond his legal practice, Ron is a two-time recipient of the American Immigration Lawyers Association (AILA) Founders Award for his contributions to immigration law, the only attorney to achieve this honor twice. He serves

on the Governing Board of the Investment Migration Council (IMC), the premier global organization supporting citizenship by investment. A highly sought-after speaker and author, Ron regularly presents at international conferences and contributes to leading industry publications on immigration law and global migration trends. His expertise and leadership continue to shape the future of investment-based immigration, providing innovative pathways for individuals and families seeking opportunities across borders

Chad Fraser

Founder and Chief Executive Officer
Sonover

Chad Fraser is the founder and Chief Executive Officer of Sonover, bringing more than 15 years
of expertise in software development to the company. At Sonover, he skillfully guides overall
strategy while staying deeply involved in engineering, design, and product development. Under
his leadership, Sonover is driven by a commitment to innovative solutions that enhance
efficiency and productivity for clients. Drawing upon his extensive background, where he
successfully delivered transformative systems in both the public and private sectors, he
continues to shape Sonover’s growth, ensuring the company remains at the forefront of cutting-
edge technology and operational excellence. He also maintains specialised certifications that
underscore his dedication to staying current with the evolving landscape of ICT.

Calvin Mazlumyan

Managing Director / Founding Partner
Plan-B Outbound Migration Consultancy

Mr Calvin S. Mazlumyan, Esq. is a California and U.S. District Court licensed immigration attorney and a seasoned Outbound Migration consultant, specializing in Caribbean Citizenship by Investment and European Golden Visa programs.

He holds a California Realtor/Broker license with a focus on global real estate markets and investment patterns. He is also a FINRA-licensed Investment Advisor Representative.

Graduated from UCLA with College Honors and Departmental Highest Honors, Mr. Mazlumyan pursued a career in Private Banking in major financial institutions like JPMorgan Chase, Bank of America / Merrill Lynch, Citigroup, HSBC, and Wells Fargo, both in investment and lending areas before becoming an attorney and focusing on immigration and global migration matters. He also holds a Master of International Management degree with a concentration on global wealth migration patterns.

Mr Mazlumyan is fluent in English, French, Spanish, Armenian and Turkish. He is a member of the California Bar, the Los Angeles County Bar Association, the Beverly Hills Bar Association, and the Investment Migration Council.

Walter O'Brien

Founder and CEO
Scorpion Computer Services, Inc

Walter O’Brien (aka “Scorpion”) is the founder of https://scorpioncomputerservices.com, a global think tank for hire that provides “intelligence on demand” as a concierge service for “ANY funded need”. The hit CBS-TV drama “Scorpion” is based on his true-life story and aired in 188 countries for up to a billion viewers a week, the show’s opening scene shows Walter being busted by the NSA/INTERPOL for hacking into NASA and stealing the blueprints to the space shuttle at 13 years old, with an IQ of 197 (5th highest in the world). Walter is the Executive Producer of “Scorpion” and is credited on Spiderman Homecoming, Venom and “The Man Who Fell to Earth” on HBO. Walter’s special abilities led to him being certified by the U.S. Department of Homeland Security as being of National Interest to the U.S. He was granted a National Interest Extraordinary Abilities Visa, qualifying him to work on classified US government projects. 

Walter has mitigated risk for 7 years on $1.9 trillion of investments and has invented and applied Artificial Intelligence (AI) engines to protect US warfighters in Afghanistan. Walter has personally applied AI to the Navy’s command and control system “Agile”, as well as “Aegis” the Ballistic Missile Defense System and recently deployed his AI Engine ScenGen to the US Army’s Drone Fleet. Walter has created over 177 unique technology inventions, is an Irish national coding champion and competed in the Olympics in informatics. Walter was recognized by the Fort Wayne Base Community Council for saving countless lives and was awarded a member’s Combat Infantry Badge and Battle Dress Uniform from Operation Desert Storm. Walter is the youngest recipient of Unite4:Good’s Celebrity ICON Humanitarian Lifetime Achievement Award for his work in anti-sex trafficking and anti-terrorism and has received a commendation for his contribution to World Peace. Walter was the keynote speaker at MENSA’s Annual Gathering and provided the seed funding for TaxiWatch, a suicide prevention program that has saved over 1,000 lives to date.

Walter O'Brien

Founder and CEO
Scorpion Computer Services, Inc.

Walter O’Brien (aka “Scorpion”) is the founder of https://scorpioncomputerservices.com, a global think tank for hire that provides “intelligence on demand” as a concierge service for “ANY funded need”. The hit CBS-TV drama “Scorpion” is based on his true-life story and aired in 188 countries for up to a billion viewers a week, the show’s opening scene shows Walter being busted by the NSA/INTERPOL for hacking into NASA and stealing the blueprints to the space shuttle at 13 years old, with an IQ of 197 (5th highest in the world). Walter is the Executive Producer of “Scorpion” and is credited on Spiderman Homecoming, Venom and “The Man Who Fell to Earth” on HBO. Walter’s special abilities led to him being certified by the U.S. Department of Homeland Security as being of National Interest to the U.S. He was granted a National Interest Extraordinary Abilities Visa, qualifying him to work on classified US government projects.

Walter has mitigated risk for 7 years on $1.9 trillion of investments and has invented and applied Artificial Intelligence (AI) engines to protect US warfighters in Afghanistan. Walter has personally applied AI to the Navy’s command and control system “Agile”, as well as “Aegis” the Ballistic Missile Defense System and recently deployed his AI Engine ScenGen to the US Army’s Drone Fleet. Walter has created over 177 unique technology inventions, is an Irish national coding champion and competed in the Olympics in informatics. Walter was recognized by the Fort Wayne Base Community Council for saving countless lives and was awarded a member’s Combat Infantry Badge and Battle Dress Uniform from Operation Desert Storm. Walter is the youngest recipient of Unite4:Good’s Celebrity ICON Humanitarian Lifetime Achievement Award for his work in anti-sex trafficking and anti-terrorism and has received a commendation for his contribution to World Peace. Walter was the keynote speaker at MENSA’s Annual Gathering and provided the seed funding for TaxiWatch, a suicide prevention program that has saved over 1,000 lives to date

Partner Holland & Knight LLP

Founder and CEO
Scorpion Computer Services, Inc

Cynthia “Cindy” Brittain is a private wealth services attorney in Holland & Knight’s Century City and Newport Beach offices. Ms. Brittain works closely with private clients in the U.S. and around the world, designing efficient strategies that maximize tax benefits for individuals and their companies while meeting personal wealth transfer and business succession needs.

Ms. Brittain has decades of experience advising high-net-worth and ultra-high-net-worth individuals and families on domestic and international income and estate tax planning strategies, and philanthropic endeavors. Her practice offers significant cross-border experience for families whose members are multinational and whose companies have a global footprint. Ms. Brittain helps clients navigate complex issues relevant to international and domestic wealth and asset transfers. She also assists with pre-immigration planning and international corporate tax matters, leveraging her extensive experience with the cross-border regulatory laws that affect planning and compliance. She is frequently sought out by international private clients and their advisory teams in urgent, high-stakes situations to help mitigate legal and reputational risk.

Cynthia Brittain

Partner
Karlin & Peebles, LLP

Cindy Brittain focuses her practice on high-net-worth multinational families and individuals who require expertise in sophisticated cross border income and estate tax planning strategies for themselves and their global companies. Working closely with family members, Cindy obtains a comprehensive understanding of their values and dynamics, ensuring that unique personal and business goals are achieved. Cindy’s extensive experience includes advising families on the complex issues relevant to pre-immigration planning, international corporate tax, and both international and domestic wealth and asset transfer strategies. Cindy also has extensive experience with cross-border regulatory laws that affect U.S. domestic planning as well as with U.S. tax compliance under the several voluntary disclosure regimes.

Cindy served as Nothern Trust’s Director of Inbound Wealth Advisory, as a national resource advising clients and Northern Trust internally on inter national regulatory compliance. She was instrumental in integrating the trust company’s affirmative defenses globally to the U.K. Criminal Finances Act of 2017.

She previously worked at a major accounting firm within its international mergers and acquisitions group, and has continued to advise clients on the effective integration of their global business operations into the U.S. tax regime. Over the course of her career, she has worked with clients in Brazil, Saudi Arabia, Dubai, London, Hong Kong, Mainland China, India, and the United States to develop overall income and estate planning strategies on behalf of large global families.