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

DAY 1

08:30AM

Registration Opens

09:30 - 09:40AM

Welcome and Opening Remarks of the Forum Chairman

Speaker:

Matthew Sumner

Managing Director, Outbound Investment Group

09:40 - 10:10AM

Session 1 - Corporate Tax Compliance and Optimisation in China: Managing Risk While Identifying Opportunities

Speaker:

Shane Sang

Tax Partner, PWC China

10:10 - 10:20AM

Session 2 - The Bahamas Advantage: A Global Hub for Wealth and Investment

Speaker:

Brandace Duncanson

Director of Financial Services , Ministry Of Economic Affairs, The Bahamas

10:20 - 10:40AM

Session 3 - The Latest Updates for 2026 Speaking on Behalf of BVI Finance

Speaker:

Vicky Lord

Managing Partner Mainland China, Harneys

10:40 - 11:10AM

Networking Coffee Break

11:10 - 11:55AM

Session 4 - The Bahamas - Beyond Capital: What Makes a Jurisdiction Worth Investing In?

Moderator:

Matthew Sumner

Managing Director, Outbound Investment Group

Panelists:

Niekia Horton

CEO and Executive Director, Bahamas Financial Services Board

Zhivargo Laing

Executive Director & Senior Policy Fellow, Government And Public Policy Institute, University Of The Bahamas

Andretti Bain

Head Of Sports & Performance, Champion Spirit Country Club

11:55 - 12:35PM

Session 5 - Cross-Border Corporate and Wealth Structuring Opportunities from the World's Leading Financial Centers

Moderator:

Matthew Sumner

Managing Director, Outbound Investment Group

Panelists:

David Fiebig

Head of American Region & Director, ICS

Esure Wu

Counsel Private Wealth, Harneys

Faye Huang

Consultant, Loeb Smith

12:35- 14:00PM

Lunch hosted by the Ministry of Economic Affairs, The Bahamas

14:00 - 14:30PM

Session 6 - ODI 2026 and Beyond: An overview of the Latest Policies and Regulations for Chinese Companies Going Out

Speaker:

Emilia Shi

Senior Partner, Beijing Dacheng Law Offices, LLP (Shanghai)

14:30 - 14:50 PM

Session 7 - The Malta Blueprint: A Family Case Study in Relocation, Business, Wealth and Tax Planning

Speaker:

Kenneth Camilleri

Chief Executive Officer, Vertex Alliance

14:50 - 15:20PM

Session 8 - Cross-Border Dispute Resolution for Chinese Enterprises Going Global - Risk Identification, Path Selection, and Cost Control

Speaker:

Leonardo Liu

Partner, Commerce & Finance Law Offices

15:20 - 15:50PM

Networking Coffee Break

15:50 - 16:30PM

Session 9 - Cross-Border Clarity: Wealth Preservation Strategy for Global Chinese Families (Chinese Language)

Moderator:

Matthew Sumner

Managing Director, Outbound Investment Group

Panelists:

Samuel Huang

Director of Transaction and Global Structuring, Business Advisory Division, PwC Shanghai

Cai Chang

Founding Partner, Inhetrust Law Firm

Esure Wu

Counsel Private Wealth, Harneys

Faye Huang

Consultant, Loeb Smith

16:30 - 16:35PM

Closing Remarks

Speaker:

Matthew Sumner

Managing Director, Outbound Investment Group

16:35 - 18:00PM

Networking Cocktail

DAY 2

08:30AM

Registration Opens

09:30 - 09:40AM

Welcome and Opening Remarks of the Forum Chairman

Speaker:

Matthew Sumner

Managing Director, Outbound Investment Group

09:40 - 10:10AM

Session 1 - New Immigration Legislation and Regulatory Changes: Strategic Responses for HNW Individuals

Speaker:

Jenny Cao

CEO, ZhongNuo (Global Trust)

10:10 - 10:20AM

Session 2 - Key Updates on Naoero Economics and Climate Resilience Program

Speaker:

Ronald Li

Director of Strategic Partnerships (APAC), Naoero Economics and Climate Resilience Program

10:20 - 10:50AM

Session 3 - Passports, and Possibility: Citizenship by Donation & Merit

Moderator:

Matthew Sumner

Managing Director, Outbound Investment Group

Panelists:

Ronald Li

Director of Strategic Partnerships (APAC), Nauru Economic and Climate Resilience Citizenship Program

Disney Leite Ramos

Director of the Citizenship by Investment Unit, São Tomé and Príncipe

Kenneth Camilleri

Chief Executive Officer, Vertex Alliance

10:50 - 11:20 AM

Coffee Break

11:20 - 11:30AM

Session 4 - Build your future in Malta: Permanent Residency and Global Mobility

Speaker:

Vicky Spiteri

Head of Marketing & Business Development at Residency Malta Agency

11:30 - 11:40PM

Session 5 - One Move, Three Generations, A New Chapter in Malta - Our Family's Journey to a New Life in Malta

Speaker:

Jing Xie (Crystal)

Senior Consultant, Advisory and Business Development, Vertex Advisory

11:40 - 12:30PM

Session 6 - Pathways to Europe: Residency Program Updates You Need to Know

Moderator:

Matthew Sumner

Managing Director, Outbound Investment Group

Panelists:

Ricky Au

Founder, Ethan Estates - Georgia

Marina Kassianides

Managing Director, Eleon Capital - Cyprus

Kenneth Camilleri

Chief Executive Officer, Vertex Alliance - Malta

Gonçalo Santos

Vice-President, Sharing Group - Portugal

Gianfranco Dote

CEO, Wisevisa - Italy

12:30 - 12:40PM

Session 7 - São Tomé and Príncipe Citizenship by Investment Unit

Speaker:

Disney Leite Ramos

Director of the Citizenship by Investment Unit, São Tomé and Príncipe

12:40 - 14:00PM

Lunch hosted by São Tomé and Príncipe Citizenship by Investment Unit

14:00 - 14:30PM

Session 8 - PwC: CRS 2.0 and Global Piercing Supervision - The Compliance Baseline for Chinese HNW Families

Speaker:

Nicolas Laurin

President, Eterna International

14:30 - 14:40PM

Session 9 - Investing in the Future of Education in Portugal: Sharing Education

Speaker:

Gonçalo Santos

Vice-President, Sharing Group

14:40 - 15:10PM

Session 10 - Family Governance and Succession Planning — Strategic Upgrade in the Era of Tax Transparency

Speaker:

Cai Chang

Founding Partner, Inhetrust Law Firm

15:10 - 15:50PM

Session 11 - From Structuring Diagrams to Real Investments: Funding, Control, and Exit in Chinese Enterprises’ Overseas Investment

Speaker:

Nancy Sun

Senior Partner, Beijing Dacheng Law Offices, LLP (Shanghai)

15:50 - 16:00PM

Closing Remarks

Speaker:

Matthew Sumner

Managing Director, Outbound Investment Group

16:00 - 18:00PM

Networking Cocktail

Our Previous Speakers & Experts

Watsonia Unoi

Deputy Chief Executive Officer
Samoa International Finance Authority

Watsonia Unoi

Deputy Chief Executive Officer
Samoa International Finance Authority
Watsonia Unoi is the Deputy Chief Executive Officer of the Samoa International Finance Authority (SIFA) and Head of the Samoa International Business Finance Centre (Samoa IBFC), where she oversees the Division’s operations and provides strategic direction for the promotion and development of Samoa’s international financial services sector.
With nearly a decade of experience in the international financial services industry, Watsonia has been actively involved in strengthening Samoa’s profile as a reputable and competitive international financial centre. She has represented Samoa at various international conferences and industry forums, including the China Offshore Summit and prominent wealth management conferences across Asia. Through these engagements, she has developed an extensive network of industry professionals, business partners and potential investors, fostering relationships that support Samoa’s international outreach and business development initiatives.
Prior to joining SIFA, Watsonia worked with the Samoa Ministry of Finance, where she gained valuable experience in macroeconomic analysis, economic policy formulation and national development planning. During her tenure, she contributed to the development of key national policy frameworks, including the Strategy for the Development of Samoa and played a key role in the development of Samoa’s first National Energy Sector Plan in 2012.
Watsonia holds a Master’s Degree in Economics and Public Policy from the University of Queensland, Australia, and a Bachelor of Commerce in Management, Public Administration and Economics from the University of the South Pacific. Her professional background combines expertise in economic policy, international financial services and strategic stakeholder engagement, supporting her continued efforts to strengthen Samoa’s international partnerships and advance its position within the global financial services industry.

Taimaaiono Agnes Saili-Kerslake

Board of Director
Samoa IBFC

Taimaaiono Agnes Saili-Kerslake

Board of Director
Samoa IBFC

Agnes is a marketing, sponsorship and events management professional and serial entrepreneur, with 26 years in senior roles across government and the private sector in Samoa.

As Marketing and Sponsorship Coordinator for the 2007 South Pacific Games, which hosted 22 nations and 5,000 athletes, she led branding, campaigns, licensing, media and sponsorship roadshows with Octagon Australia. At the Samoa Rugby Union she built its commercial sponsorship platform and global brand, securing continued partnerships with PUMA, Emirates and Digicel. As Marketing Manager at the Samoa International Finance Authority, she expanded its reach across Asia, Europe, the Middle East and South America.

Today Agnes is COO of SkyEye Pacific, the company she co-founded with her siblings, overseeing operations in Samoa, Tonga and Vanuatu. She also co-founded Maua.app, launched by Samoa’s Prime Minister in 2019, and runs several small enterprises, including Lapita, Activ8, Cheesecakes Samoa and GeoRealtors.

Board Roles: Samoa Association of Manufacturers and Exporters · Robert Louis Secondary School · SIFA

Education: BA in Management, Public Administration and Tourism (University of the South Pacific) · Diploma in Ministerial Studies (RHEMA Bible Training College South Pacific) · Directors Certificate (Samoa Institute of Directors)

Senator, the Hon. Jerome K. Fitzgerald

Minister of Economic Affairs
The Bahamas

Senator, the Hon. Jerome K. Fitzgerald

Minister of Economic Affairs
The Bahamas

Senator the Hon. Jerome K. Fitzgerald is the Minister of Economic Affairs for the Commonwealth of The Bahamas, with more than three decades of experience in law, public policy, education, governance, international affairs, and business.
Called to the English and Bahamian Bars in 1991, he holds an LL.M. from King’s College, University of London, and an M.Sc. in Shipping, Trade and Finance from City University Business School, London.
Minister Fitzgerald previously served as Senator (2007–2012), Minister of Education, Science and Technology (2012–2017), and Senior Policy Advisor in the Office of the Prime Minister (2021–2026). As Education Minister, he led major education reforms and played a significant role in the transformation of The College of The Bahamas into the University of The Bahamas.
He has also held prominent regional and international leadership positions, including Chairman of the Commonwealth Education Ministers and Chairman of the Inter-American Committee on Education.
As Minister of Economic Affairs, he focuses on economic diversification, investment, financial services, digital transformation, and sustainable economic growth for The Bahamas.

Andretti Bain

Head Of Sports & Performance
Champion Spirit Country Club Professional

Andretti Bain

Head Of Sports & Performance
Champion Spirit Country Club Professional

Andretti Bain serves as the Head of Sports & Performance at Champion Spirit Country Club in Nassau, Bahamas.

Andretti Bain is an Olympic and Commonwealth Games Silver Medalist, Pan-American Games Gold Medalist, and two-time NCAA Division One Champion. Academically, Andretti holds a Master of Business Administration, professional certifications, and has pursued doctoral studies.

As Head of Sports and Performance at Champion Spirit Country Club, Andretti leads with strategic direction and management, combining executive leadership with internationally recognized master coaching expertise.

Andretti’s results-driven philosophy serves world-class athletes and executives alike, elevating physical and mental performance, wellness, and longevity

Zhivargo Laing

Executive Director & Senior Policy Fellow Government And Public Policy Institute
University Of The Bahamas

Zhivargo Laing

Executive Director & Senior Policy Fellow Government And Public Policy Institute
University Of The Bahamas

Zhivargo Laing is the Executive Director of the Government and Public Policy Institute at the University of The Bahamas. He also chairs several civic initiatives that foster leadership, education, and social progress.

Throughout his distinguished career, Mr. Laing has combined public service, economic insight, and leadership in both government and academia. He previously served as Minister of State for Youth, Sports and Culture, and later as Minister of State for Education and Youth, where he led initiatives focused on national development and capacity building. Additionally, he served as Minister of Economic Development and Minister of State for Finance in the Government of the Commonweaalth of The Bahamas. Earlier in his career, he held roles at the Bahamas Investment Authority, the Embassy of The Bahamas in Washington, D.C., and the Organization of American States, representing The Bahamas on international platforms.

Mr. Laing is a published author and the host of “Off the Record with Zhivargo Laing”, a programme dedicated to public dialogue on governance and national development.

Niekia Horton

CEO and Executive Director
Bahamas Financial Services Board

Niekia Horton

CEO and Executive Director
Bahamas Financial Services Board

Mrs. Niekia Horton is the CEO and Executive Director of The Bahamas Financial Services Board (the “Board”), an association dedicated to promoting the financial services industry of The Bahamas. Prior to her role with the Board, Mrs. Horton played a pivotal role in industry leadership, serving as both Director and Deputy Chairperson of the Association of International Banks and Trust Companies. Her active participation in numerous industry initiatives and working groups reflects her unwavering commitment to the advancement and evolution of the financial services sector.

With over two decades of experience in the financial services industry, Mrs. Horton has honed deep expertise in corporate governance, risk management, and accountancy. She has held senior executive roles, including C-suite positions, at one of the world’s most prestigious and long-standing private banks, establishing a proven track record of leadership excellence. Additionally, Mrs. Horton has served as a director for multiple investment and trust companies, where she led the development and execution of comprehensive corporate governance frameworks and oversaw operations across a variety of international jurisdictions.

Mrs. Horton holds a Master of Business Administration (MBA) with a concentration in International Business from the University of Miami. She is a licensed Chartered Accountant (CA), a Chartered Director (C.Dir), and is certified as a Senior Professional in Human Resources (SPHR). She is a member of the Bahamas Institute of Chartered Accountants.

Antoine Bastian

Founder and Principal
Genesis Fund Services Limited

Antoine Bastian

Founder and Principal
Genesis Fund Services Limited

Antoine W. Bastian is the Founder and Principal of Genesis Fund Services Limited (“Genesis”), a licensed Unrestricted Investment Fund Administrator headquartered in The Bahamas. Mr. Bastian has served as Executive Chairman and Chief Executive Officer since the firm’s inception in 2004. Genesis maintains subsidiaries in Singapore and Indonesia and provides fund administration services to investment funds domiciled in The Bahamas, the Cayman Islands, Singapore, and the United States.

Mr. Bastian holds a Bachelor of Science degree in Accounting from the Kelley School of Business at Indiana University, United States. He commenced his professional career with Deloitte & Touche in Nassau, The Bahamas, where he qualified as a Certified Public Accountant.

Prior to founding Genesis, Mr. Bastian served on the Board of Directors of The Private Trust Corporation Limited, where he led its fund services division.

In addition to his executive responsibilities, Mr. Bastian has made notable contributions to the financial services industry and national development. He previously served as Deputy Chairman of the Bahamas Financial Services Board and currently holds directorships at The Nassau Cruise Port, Levant Advisors Ltd., Bank of Nassau, The YES Foundation, and Carbon Management Limited—a company he founded to develop a monetization structure for carbon credits in The Bahamas.

Brandace Duncanson

Director of Financial Services
Ministry of Economic Affairs

Brandace Duncanson

Director of Financial Services
Ministry of Economic Affairs

Brandace B. Duncanson is the Director of Financial Services in the Ministry of Economic Affairs, The Bahamas. She has extensive experience in financial services, corporate law, legislative drafting, land reform, and government policy. Previously serving as Senior Legal Counsel and Deputy Director of Financial Services, she has represented The Bahamas in international initiatives involving the OECD, FATCA, and the Global Forum.

Director Duncanson has also served on several government committees and boards, including the Constitutional Commission, Road Traffic Authority Board, and New Providence Road Improvement Committee.

She holds a B.Sc. (Hons.) in Public Relations/Marketing from Bethune-Cookman University, an LL.B. (Upper Second Class Hons.) from the University of the West Indies, and a Legal Education Certificate from Eugene Dupuch Law School. She is a member of The Bahamas Bar Association, a qualified Civil and Commercial Mediator, and a Notary Public.

Kenneth Camilleri

Co-Founder and CEO
Vertex Alliance

Kenneth Camilleri

Co-Founder and CEO
Vertex Alliance

Kenneth has over 20 years of experience advising high-net-worth individuals and international families on residency and citizenship, international taxation, tax residence, and asset and wealth structuring. He helps clients navigate complex cross-border matters with strategies aligned to their personal, family and business goals.

As Co-Founder and CEO of Vertex Alliance, he leads a team committed to the firm’s guiding idea: “Vertex” means the apex, and the aim is to set a higher standard in how clients are advised, supported and served. Known as a pragmatic, creative problem solver and an inspiring leader, Kenneth has a proven record of building high-performing teams and driving growth.

Career Highlights

  • Warranted Accountant and certified Tax Advisor
  • Authorised Registered Mandatory (ARM 03913)
  • Accredited RMA Agent (RES-VERT)
  • Speaker at conferences and roadshows across Asia and Europe
  • Former Lecturer in ACCA Taxation at the Richard Clarke Academy

Expertise: Immigration, Residency & Citizenship, Tax Residence, International & Indirect Tax, Maltese Tax Law, Malta Corporate Tax, Tax Planning, Company Formation, EU Regulation, Investment

Jing Xie (Crystal)

Senior Consultant
Vertex Advisory Ltd.

Jing Xie (Crystal)

Senior Consultant
Vertex Advisory Ltd.

Crystal is a Senior Consultant in Vertex’s Advisory and Business Development Team, leading the firm’s China market development and supporting Chinese families pursuing Malta residency and cross-border relocation. She brings over 20 years of senior management experience at Lucent and Nokia, where she managed a global portfolio of telecom partners and the full client lifecycle, building strong cross-cultural, stakeholder and project management skills along the way.

Having completed the MPRP application for her own family, Crystal combines professional expertise with first-hand applicant insight. She specialises in the Malta Permanent Residence Programme, multi-generational relocation, education planning and cross-border business set-up, and has helped many Chinese families secure European residency and settle into life abroad. She holds a Bachelor’s degree in Electronics & Information Systems from Ocean University of China and is a certified Project Manager and SAFe Coach.

Ronald Li

Director of Strategic Partnerships (APAC)
Nauru Program Office

Ronald Li

Director of Strategic Partnerships (APAC)
Nauru Program Office

Ronald Li is Director of Strategic Partnerships (APAC) of the Nauru Program Office and Climate Resilience Citizenship Program. In this role, he oversees the partnerships with licensed agents and strategic partners of Nauru Program Office in APAC to ensure it is run effectively and to the highest standard. Ronald has extensive experience in built environment and impact, specialising in real estate asset management, smart city and climate tech.

He is an chartered surveyor, Unreasonable fellow, fellow of the Royal Society of Arts (FRSA) and assessor for the Royal Institution of Chartered Surveyors (RICS). He sits on the Urban Land Institute (ULI) Hong Kong NEXT committee as well as advisory councils/panels of WELL Building Standard, MIT Technology Review and Harvard Business Review.

Ronald can be found at real estate, ESG and impact events. He is an aficionado of horology and mid-century furniture who loves travelling and film.

David Fiebig

Head of American Region
ICS Group

David Fiebig

Head of American Region
ICS Group
David Fiebig is the Head of American Region at ICS Group, bringing 17 years of experience in offshore corporate services, regulatory compliance, and corporate governance. He holds both a Bachelor of Arts and a Master of Science in Accounting from Michigan State University and is a U.S. Certified Public Accountant (CPA).
David began his career with an international accounting firm, where he developed a strong foundation in accounting, taxation, financial reporting, and cross-border business matters. He subsequently moved into the offshore corporate services sector and has since accumulated extensive experience in supporting international business structures, strengthening regulatory compliance, and enhancing corporate governance frameworks.
Since joining ICS Group in 2024, David has played an important role in advancing the Group’s governance and compliance capabilities across its offshore corporate services practice. Drawing on his international experience and technical expertise, he has contributed valuable perspectives and practical solutions to the continued improvement of ICS’s internal governance procedures, risk management frameworks, and service delivery standards.
David works closely with ICS’s China-based team, combining international professional standards with a practical understanding of the needs of Chinese companies operating and investing overseas. This collaborative approach enables ICS to provide clients with coordinated, one-stop solutions covering cross-border structuring, offshore entity establishment, ongoing compliance, and corporate administration. His ability to bridge international regulatory requirements and local client needs represents an important strength of ICS Group’s integrated service model.

Disney Leite Ramos

Director
Citizenship by Investment Unit

Disney Leite Ramos

Director
Citizenship by Investment Unit
Disney Leite Ramos is the Director of the Citizenship by Investment Unit of São Tomé and Príncipe, a position he has held since the launch of the Program in September 2025. In this role, he oversees the strategic direction and operations of the Program, ensuring its integrity, compliance and contribution to the nation’s sustainable growth.
Prior to this appointment, Mr. Ramos served as Minister of Economy of São Tomé and Príncipe, where he played a key role in advancing the country’s economic development. His professional background spans more than 16 years across Africa, Europe and Asia, with experience in economics, finance, banking, business strategy and management.
Mr. Ramos began his career in the banking sector at the International Bank of São Tomé and Príncipe, progressing from Commercial Consultant to Internal Auditor. During his tenure, he developed extensive experience in operational, compliance, credit and financial auditing, as well as risk assessment and internal controls. He later worked as a Business Consultant in Shanghai, China, focusing on business development, strategic planning, financial analysis and risk management.
Mr. Ramos holds a PhD in Business Administration and Management from Tongji University, a Master’s degree in Business Finance from the University of Évora, and a Bachelor’s degree in Economics from Universidade Lusíada. His multidisciplinary background in economic policy, finance and institutional governance supports his leadership of São Tomé and Príncipe’s Citizenship by Investment Program.

Marina Kassianides

Managing Director
Eleon Capital Management Ltd

Marina Kassianides

Managing Director
Eleon Capital Management Ltd
Marina Papageorgiou Kassianides is a distinguished investment management executive and governance professional, serving as Managing Director of Eleon Capital Management Ltd, a Cyprus-based regulated fund management company. With more than 26 years of international experience spanning diplomacy, governance, international development, public administration and financial services, she has built a career at the intersection of institutional leadership, regulatory excellence and cross-border investment solutions.
A graduate of the University of Cape Town with a degree in Political Science and holder of a Diploma in International Relations from the University of the Witwatersrand, Johannesburg, Marina began her career in governmental, diplomatic and multilateral organisations, including the Parliament of South Africa, the Foreign Ministries and various United Nations agencies. These roles provided a strong foundation in policy implementation, stakeholder engagement, governance frameworks, and international cooperation.
Transitioning into the regulated financial sector, she established herself as a specialist in administration, fund management, corporate governance, risk management, regulatory compliance and strategic capital formation. Under her leadership, Eleon Capital Management has become a trusted platform for international investors, professional intermediaries, family offices and wealth managers seeking institutionally governed investment solutions within Cyprus and the broader European market.
Marina is at the forefront of Cyprus’ innovative and expedient Residency-by-Investment through Regulated Funds model and has played a key role in promoting one of the first authorised regulated fund structures aligned with the Cyprus Permanent Residency Programme. She works closely with wealth managers, private banks, family offices, legal advisers and immigration professionals and is a sought-after speaker on global mobility, investor migration, governance, alternative investments and cross-border wealth structuring.

Vicky Spiteri

Head of Marketing and Business Development
Residency Malta Agency

Vicky Spiteri

Head of Marketing and Business Development
Residency Malta Agency

Vicky Spiteri is Head of Marketing and Business Development at Residency Malta Agency, where she has been leading the Agency’s international marketing and communications efforts since 2018. In her role, she oversees the global promotion and strategic positioning of Malta’s residency-by-investment programme, as well as the Agency’s wider portfolio of residency solutions. With a career spanning strategic marketing, communications, PR and business development, Vicky brings a wealth of experience in building brands, developing strategic campaigns and engaging international audiences. Throughout her professional journey, she has collaborated with local enterprises, multinational brands, and leading financial institutions, gaining valuable expertise in integrated marketing, stakeholder engagement, reputation management and international communications, in highly competitive markets and landscapes.

Ricky Au

Founder
Ethan Estates International

Ricky Au

Founder
Ethan Estates International

Ricky Au is a global real estate investor and the founder of Ethan Estates International. After building a successful business career, he shifted his focus toward international real estate, identifying high-growth markets such as Dubai, Bali, Portugal, Cyprus, Georgia, and Panama.

Having worked with many clients over the years, Ricky specializes in sourcing off-market and high-performing developments that deliver strong ROI, passive income, and long-term appreciation for investors worldwide.

Gianfranco Dote

Chief Investment Officer
Wise Visa Investor Program

Gianfranco Dote

Chief Investment Officer
Wise Visa Investor Program
Gianfranco Dote is an Italian finance executive and entrepreneur with a 30-year career across structured finance, securitization, ESG investing and fintech in Europe and Southeast Asia.

He is a specialist in asset-backed finance. He has deep expertise in Italian securitization structures, with a special focus on real estate asset classes. As CEO of SYHO – Save Your Home S.r.l. Benefit Corporation, he pioneered a social-impact securitization model that lets families keep their homes while investors earn returns backed by real assets.

He is closely involved in Italy’s innovation ecosystem. He is Managing Director of Futuregenius S.r.l. and has led projects under Invitalia’s Smart & Start programme, the national scheme that funds innovative startups. He has also worked on crypto and tokenization since 2017.
As Chief Investment Officer of WiseVisa.eu, he advises international investors and families on European residency through investment. He focuses on the Italian Investor Visa and the innovative-startup route to it. Furthermore, through his partnerships in Singapore, he facilitates banking solutions for smooth connecting Asian capital with European opportunities.

Gonçalo Santos

Vice-President
Sharing Group

Gonçalo Santos

Vice-President
Sharing Group

Gonçalo Santos is Vice-President of Sharing Group, where he leads Investor Relations and fundraising at Sharing Education Funds, bringing deep expertise in strategic business development and investment management.

Educated at London Business School and Glion Institute of Higher Education, he built his early career across Lisbon, Dubai, Barcelona, Madrid and London. A year with a commodities trading team in Bulgaria sharpened his grasp of global markets, investment strategy and risk management.

After returning to Portugal to join the family business, Gonçalo took on growing leadership responsibilities, strengthening relationships with international investors and building strategic partnerships. Today he drives new business opportunities and long-term growth across the Group’s diversified portfolio, guided by an international outlook and an entrepreneurial mindset.

Samuel Huang

Director of Transaction and Global Structuring in the Business Advisory division
PwC Shanghai

Samuel Huang

Director of Transaction and Global Structuring in the Business Advisory division
PwC Shanghai
Mr. Huang has served ultra-high-net-worth clients (entrepreneurs) including founders of large-scale new energy enterprises, TMT companies (internet platform companies), automotive groups, and renowned private equity funds. Relevant projects include:
  1. Family Business Succession Structuring Advisory Projects | Provided structuring design advisory and implementation services for wealth succession of Chinese family businesses, as well as customized personal tax optimization advisory services for entrepreneurs’ family members.
  2. Overseas Listing Projects | Assisted a domestic new energy vehicle company in its overseas listing by providing financial and tax audit services, overseas tax structuring plans, and top-level structuring design for the founders, while reviewing relevant legal contract terms to ensure successful implementation.
  3. Overseas Delisting Projects | Assisted US-listed Chinese concept stocks in delisting and dismantling red-chip structures, providing financial and tax advisory services, as well as entrepreneur tax compliance and wealth succession structuring design.

Shane Sang

Tax Partner
PwC

Shane Sang

Tax Partner
PwC
Shane Sang is a Tax Partner with PwC China, based in Shanghai, with close to 20 years of experience in M&A tax, cross-border investment and corporate tax advisory. He joined PwC in 2007 and is a Fellow of CPA Australia (FCPA).
Shane advises private equity investors, multinational corporations, listed companies and Chinese enterprises on a broad range of domestic and cross-border transactions. His experience covers tax due diligence, acquisition and disposal structuring, transaction financing, tax negotiations, indirect equity transfers, corporate reorganizations and post-deal integration. He has acted on both buy-side and sell-side engagements and has extensive experience managing complex transactions involving multiple jurisdictions and stakeholders.
His sector experience includes healthcare and medical devices, automotive and auto components, logistics and freight, industrial manufacturing, consumer products and new energy. Shane regularly works with PwC teams across Europe, Asia-Pacific and other major investment jurisdictions to support clients on cross-border investments involving China.
Shane also serves as PwC China’s UK inbound and outbound tax champion, supporting both international investors entering China and Chinese groups investing into the UK and Europe. He has also been actively involved with the British business community in China.
A significant part of Shane’s work involves complex transaction negotiations and interaction with tax authorities. His approach is practical and commercially focused, combining strong China local market knowledge with an international transaction perspective to help clients identify, negotiate and implement solutions to the tax issues that matter most to deal value and execution.

LIU Dong

Partner
Commerce & Finance Law Offices

LIU Dong

Partner
Commerce & Finance Law Offices

LIU Dong is a Partner at Commerce & Finance Law Offices. Mr. Liu served as a maritime judge for many years. He was selected by the Supreme People’s Court to participate in the Sino-UK “Lord Chancellor’s Training Scheme”, during which he studied at the English High Court.Since practicing as a lawyer, he has focused on providing domestic and international clients with legal services in commercial dispute resolution, cross-border commercial project transactions, and corporate foreign-related compliance and risk control. Mr. Liu is currently an arbitrator of CIETAC, CMAC, SHIAC and arbitration institutions in multiple other locations, as well as a Fellow of CIArb and a member of LMAA. He has long served as a guest professor and external tutor at Shanghai Maritime University, Tongji University, Shanghai University, and Northwest University of Political Science and Law. Mr. Liu has been recognized for his outstanding legal practice by being ranked in the “Top Ranked Lawyers” list by “LegalBand”, named one of the “Greater China’s Preeminent Recommended Lawyers” (Cross-border Dispute Resolution) by “Hurun Legal”, and recognized as a “Leading Industry Lawyer” (Maritime and Admiralty) by the “LEGAL HALL OF FAME China Legal Pioneer List”.

Emilia Shi

Senior Partner
Beijing Dacheng Law Offices, LLP (Shanghai)

Emilia Shi

Senior Partner
Beijing Dacheng Law Offices, LLP (Shanghai)
Emilia Shi is a Senior Partner of Beijing Dacheng Law Offices, LLP (Shanghai), with over 20 years of extensive experience in corporate and commercial law. She holds an LL.B. in International Economic Law from Fudan University and an LL.M. in Civil and Commercial Law from Renmin University of China.
Ms. Shi specializes in mergers and acquisitions, domestic and overseas capital markets, private equity investments, corporate governance, and regulatory compliance. She has advised clients on numerous significant transactions across a broad range of industries, including pharmaceuticals, real estate, financial services, chemicals, energy, media, automotive, and machinery manufacturing.
In addition to her legal practice, Ms. Shi previously served as Head of Compliance for the Asia-Pacific region at two Fortune Global 500 companies, gaining extensive practical experience in compliance policy reviews, internal audits, and corporate investigations. Her combined experience in private practice and multinational corporate compliance enables her to provide commercially oriented legal advice on complex cross-border transactions and regulatory matters.
Ms. Shi has received numerous professional recognitions. She was named a Leading Lawyer in M&A by Asialaw in 2018 and recommended by The Legal 500 for Corporate and M&A in 2020 and Capital Markets in 2021. In 2022, she was recognized by LEGALBAND among China’s Top 15 Female Lawyers of Choice and Top 15 Capital Markets Lawyers. She was named one of ALB China’s Top 15 Capital Markets Lawyers in 2023 and received the IFLR1000 China Award for Capital Markets Lawyer of the Year in Shanghai. More recently, she was recognized by LEGALBAND in its 2025 Corporate/M&A and 2026 Overseas Securities Offerings rankings.

Cai Chang

Founding Partner
Inhetrust Law Firm

Cai Chang

Founding Partner
Inhetrust Law Firm
Member, Steering Committee for the Certification Standards of Certified Private Wealth Managers.

Mr. Cai holds a Bachelor of Laws from Northwest University of Political Science and Law and a Master of Laws (LL.M.) from Osaka University, Japan. With over 20 years of in-depth professional experience across the legal and financial sectors, he started his career as in-house legal counsel at Bank of China, then served as Partner of the Finance Department at Dentons (Shanghai), before founding Inhetrust Law Firm in 2017.
His practice is centered on cross-border legal & tax services and family wealth management, with core expertise covering CRS compliance implementation, offshore structuring & economic substance compliance, cross-border asset allocation, family trust structuring, intergenerational wealth succession planning, marital asset protection, and family business governance & risk isolation. Adept at handling cross-border legal and tax matters with multiple overlapping complexities, he has delivered end-to-end integrated solutions for over 100 ultra-high-net-worth (UHNW) Chinese entrepreneurs and their families.
Mr. Cai co-authored Practical Marketing for China’s Wealth Management Advisors published by CITIC Press, and has published more than 10 professional articles in leading industry journals including New Fortune and Family Business. He also serves as an adjunct lecturer at Shanghai Jiao Tong University, Shanghai University of Finance and Economics, and top-tier financial institutions such as Ping An Bank and China Minsheng Bank. To date, he has delivered over 300 public lectures and training sessions, reaching a combined audience of more than 10,000 attendees.

Jenny Cao

CEO
ZhongNuo (Global Trust)

Jenny Cao

CEO
ZhongNuo (Global Trust)

Jenny Cao is a leading advisor on global residency and education planning, with 16 years of experience guiding high-net-worth families around the world. As CEO of ZhongNuo (Global Trust) and Co-founder of GE5 Education, she helps international families plan their global mobility and secure the right educational pathways for the next generation. Jenny is also a prominent voice in international entrepreneurial networks. She serves as Director of the Mediterranean (Malta) Navigators Association and Vice President of the UK Chinese Innovation and Entrepreneurship Association, and sits on the councils of the China Federation of Overseas Chinese Entrepreneurs and the Shanghai Overseas Chinese Entrepreneurs Association. Her work connects business communities across Europe, the UK and China.

Professor Leng Shuai

Associate Professor
Shandong Management University

Professor Leng Shuai

Associate Professor
Shandong Management University

Dr. Shuai LENG is an Associate Professor at Shandong Management University and a Research Fellow at Xi’an Jiaotong University, where he earned his Ph.D. in Law and Governance. A licensed attorney in China and partner at Beijing DHH Law Firm, he combines rigorous scholarship with two decades of practice in international business and dispute resolution. His academic path spans an LL.M. from Indiana University’s McKinney School of Law, a Silk Road Scholarship at Cambridge’s Lauterpacht Centre, and a research visit to the Graduate Institute in Geneva. He has published widely on international investment law, FDI screening, Chinese outbound investment, arbitration and trade law.

In practice, he has advised International Paper, McDonald’s China and Tsingtao Beer, and represented Chinese state-owned and high-tech companies such as Sino Truck, Inspur and Conch Cement in cross-border mergers, EPC projects, financing and IP disputes. Today his work focuses on helping Chinese enterprises navigate the legal complexities of going global.

Nancy Sun

Senior Partner
Beijing Dacheng Law Offices, LLP (Shanghai)

Nancy Sun

Senior Partner
Beijing Dacheng Law Offices, LLP (Shanghai)

Nancy Sun is a Senior Partner at Beijing Dacheng Law Offices (Shanghai) and Co-Head of its Energy Practice, with over 25 years advising Chinese enterprises going global and multinationals investing in China. Her work spans cross-border M&A, joint ventures, greenfield investments, and corporate and project financing across energy, natural resources, petrochemicals, infrastructure and advanced manufacturing. She also has long-standing expertise in energy transition, carbon trading, ESG and supply chain compliance. Clients include BASF, Gotion, CNGR, Foxconn, Shell, Sinopec and international private equity investors.

A former MinterEllison lawyer and in-house counsel for a Hong Kong-listed company, Nancy holds a master’s in law and an MBA from NUS and UCLA. Chambers, Legal 500 and other directories have recognized her every year since 2015. IFLR1000 rates her Highly Regarded and named her a Women Leader (2022 to 2026), and LEGALBAND and Legal Vision have both listed her among China’s top lawyers. She is the 2026 Energy Projects Officer of the IBA’s Oil and Gas Law Committee.

Vicky Lord

Managing Partner Mainland China
Harneys

Vicky Lord

Managing Partner Mainland China
Harneys

Vicky Lord is Managing Partner of Harneys’ mainland China offering, a member of its global Executive Committee, and head of its China litigation, insolvency and restructuring practice. A highly regarded offshore litigator in BVI and Cayman Islands commercial matters, she has a strong record of wins in ultra-high-value, cross-border disputes, including s238 privatisations, take-privates, schemes of arrangement and shareholder disputes for new economy and tech companies. She has appeared before the Privy Council in London, and her clients include leading financial institutions, blue-chip listed companies and ultra-high-net-worth individuals.

Vicky is consistently ranked by Chambers and Partners and the Lexology Index. Her award-winning work includes Geely Auto’s acquisition of Zeekr (ALB China Law Awards 2026), Wang Jing v WeRide, and Alibaba’s proposed acquisition of Cainiao’s minority shares. A foreign-registered lawyer in the PRC, she is a barrister, a member of the Chancery Bar Association and the Shanghai Bar Association, and an arbitrator of the Shanghai International Arbitration Center. She works fluently in Spanish and regularly contributes to the Offshore Litigation Blog.

Esure Wu

Counsel Private Wealth
Harneys

Esure Wu

Counsel Private Wealth
Harneys

Esure Wu is a counsel in Harneys’ Private Wealth team in Shanghai, advising ultra-high-net-worth Asian individuals and families, trust companies and family offices on preserving, protecting and transferring wealth across borders and generations. His work covers family trusts, private trust companies, foundations, family office structuring, PRC red-chip and cross-border holding structures, and AML, CRS and FATCA compliance. He has set up structures across the BVI, Jersey, Guernsey, the Isle of Man, the Cayman Islands, Hong Kong and Singapore.

Esure holds an LLM from Columbia Law School, a Master of Common Law from the University of Hong Kong and an LLB from East China University of Political Science and Law, giving him a multi-jurisdictional perspective spanning common law, PRC and US legal systems. Before joining Harneys in 2026, he worked in the Private Client team at a leading red circle law firm. He is a Full Member of STEP with the TEP designation and speaks Chinese and English.

Faye Huang

Consultant
Loeb Smith Attorneys

Faye Huang

Consultant
Loeb Smith Attorneys

Faye Huang has been with Loeb Smith Attorneys since 2019, after several years at the Shanghai office of a US law firm. Her practice covers investment funds, corporate and M&A, capital markets and regulatory compliance across the Cayman Islands and BVI. She advises on forming and launching Cayman and BVI funds for Hong Kong- and BVI-based managers, and on corporate governance, cross-border M&A, joint ventures, reorganisations and private equity matters.

On the regulatory side, Faye has helped fund management groups restructure their operations to meet Cayman economic substance requirements, and she supports clients with anti-money laundering compliance policies in both jurisdictions. Her combined experience in China-related and offshore practice makes her a trusted advisor on cross-border investment, fund structuring and regulatory matters.

What Our Attendees Say

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

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:

Don’t miss the opportunity to participate in the most anticipated event of the year!