Outbound Summit Shanghai 2026

Agenda
& Speakers

Exclusive Keynotes

Learn from internationally renowned speakers shaping global investment trends.

Expert-Led Panels

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

Strategic Networking

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

Industry Case Studies

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

2026 Agenda TBA

8:00

Registration Opens

8:50 - 9:00

Welcome and Opening Remarks of the Forum Chairman

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

Matthew Sumner

Managing Director, Outbound Investment Group

9:05 - 9:25

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

Session 1

Speakers

Matthew Sumner

Managing Director, Outbound Investment Group

Ronald Klasko

Chairman, Klasko Immigration Law Partners

Tammy Fox

Partner, Rifkin & Fox-Isicoff P.A

9:25 - 9:55

Partner, Rifkin & Fox-Isicoff P.A

Session 2

Angelo Robles

Founder & Chairman, Robles Family Office & HoldCo

9:55 - 10:25

Pathways to Europe: Residency Programs You Need to Know

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

Speakers

Roberta Rodoligo

Head of Client Relations & Compliance, Residency Malta Agency

Vasilis Leivadas

Head of Business Development, LUX&EASY, Greece

George Andreou

Sales Advisor, BBF, Cyprus

Gonçalo Mendes Leal

Founding Partner, NSMLawyers, Portugal

10:25 - 10:55

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

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

Discussion Topics:

Panelists:

Vasilis Leivadas

Head of Business Development, LUX&EASY, Greece

Gonçalo Mendes Leal

Founding Partner, NSMLawyers

Cláudia Vasconcelos

Head of Business Development, NEWCO Corporate Services SA

Eleni Drakou

Partner, Michael Kyprianou Law Firm

Richard Hallam

CBI Director, Ora Caribbean

Our Previous Speakers & Experts

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.

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.

What Our Attendees Say

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

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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!

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