October 31st, 2024
8:00 Registration Opens
9:00-9:05 Opening Remarks – Why Americans Should Consider Residency & Citizenship Overseas
Matthew Sumner, Outbound Investment Group, Managing Director
9:05-9:20 Session 1: Keynote – A World of Possibilities from Residency & Citizenship, Wealth Protection, Investment and Tax Planning
Jason Hartman, Chief Executive Officer, Empowered Investor
Caribbean Focus: Second Citizenships & Real Estate
9:20-9:35 Session 2: Caribbean Citizenship by Investment Overview
Nuri Katz, Co-Founder and President, Apex Capital Partners Corp.
9:35-10:20 Session 3: Panel Discussion –A Portfolio of Citizenship Options Amid Uncertainties
[Audience Interactive Session – Bring your questions, and the experts will answer them! – 10 minutes]
Panel Objective
As world economies undergo massive changes, there has never been a better time to secure second citizenship that can protect the wealth and family from financial and political turmoil and give visa-free access to many more places. This panel navigates how investors in America make a strategic choice that offers key financial advantages and relief from global taxation, under the ongoing great reconfiguration of the investment immigration market.
Moderator:
Nuri Katz, Co-Founder and President, Apex Capital Partners Corp.
Panelists:
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
Patrick Peters, Chief Executive Officer, Client Referrals
Nisha Mc Intyre, Managing Director, My Grenada Solutions Inc.
Colin Bishop, Managing Director, Reef View Enterprises Ltd.
Marie-Therese Johnson, Head of Citizenship by Investment Unit, Dominica
Calvin St Juste, Executive Chairman of Citizenship by Investment Unit, St. Kitts and Nevis
10:20-10:50 Networking Coffee Break
10:50-11:05 Session 4: Real Estate Trends and Opportunities – the Antigua and Barbuda Citizenship by Investment Program
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
11:05-11:15 Session 5: The Outlook of New Luxury Caribbean Real Estate
Rufus Gobat, Director, Caribbean Lifestyle Services Ltd.
11:15-11:30 Session 6: Developing Dominica: A Resilient Approach to CBI
Marie-Therese Johnson, Head of Citizenship by Investment Unit, Dominica
11:35-11:50 Session 7: Innovating CBI: How Six Principles will Transform our Unit
Calvin St Juste, Executive Chairman of Citizenship by Investment Unit, St. Kitts and Nevis
11:50-11:55 Session 8:Canada SUV Program
Slava Apel, Chief Executive Officer and Founder, Startup Visa Services | Canada Business Consulting
11:55-12:00 Session 9: Investing in the First Lifestyle Serviced Apartment Brand in Europe, Ando Living
Safak Nervo, Chief Commercial Officer, Ando Living Group
12:00-13:00 Networking Luncheon
European Focus: Residency by Investment and Other Routes to Living in Europe
13:00-13:10 Session 10: Hungarian Golden Visa
Laszlo Kiss, Managing Director, Discus Holdings Ltd.
13:10-13:20 Session 11: Malta: Investment Migration Opportunities 2024
James Muscat Azzopardi, Partner, MA&A Advocates
13:20-13:35 Session 12: Your Pathway to Italian Residency
Christopher Downing, Founder, DV SICAF
13:35-13:45 Session 13: UK Investment Migration Opportunities
Sibel Cayir-Allen, Managing Partner, Bridge Partners
13:45-13:55 Session 14: Pafilia Property Developers on Permanent Residence Program and Investing in Cyprus
Simos Simillides, Commercial Director, Pafilia Property Developers
13:55-14:00 Session 15: Real Estate Development in the Hospitality Rehabilitation in Greece
Jerome Morgan, President, Mercan Group
14:00-14:10 Session 16: Portugal Immigration Legal Structure: Creating Your Golden Future
Gonçalo Mendes Leal, Founding Partner, NSM Lawyers
Golden Visa Investment Strategies Portugal: Fund Strategy Deep Analysis
14:10-14:25 Session 17: Pathway to Portugal: Golden Visa through Investment in the Leading Private Equity Firm
Guilherme Valadares Carreiro, Investment Professional, Oxy Capital
14:25-14:40 Session 18: Portuguese Golden Visa: The Vision of a Key Player in Portugal’s Venture Capital and Private Equity Markets
João Koehler, Partner, Quadrantis Capital
14:40-15:00 Session 19: Steady Growth Investment Fund: Your Path to Secure Wealth Building
João Baptista, Chief Executive Officer and Co-Founder, Spark Group
15:00-15:10 Session 20: Golden Visa Investment Funds: Choosing the Right One
Duarte Calheiros Menezes, Fund Manager & Partner, BlueCrow Capital
15:10-15:25 Session 21: Secure Your Portuguese Golden Visa and Maximize Returns by Investing in VC Fund II
Stephan de Moraes, Managing Partner, Indico Capital Partners
15:25-15:35 Session 22: Hotel Invest, A Hotel Consolidation Fund
João Pedro Hilário, Appointed Representative, Hotel Invest
15:35-15:45 Session 23: Brief Overview of the Need to Revolutionize Education
Gonçalo Santos, Head of Investor Relations, Sharing Education Funds
15:45-16:00 Networking Coffee Break
RCBI Govts. Session: Citizenship & Residency Government Reps Share Their Insights
Parallel Session with IMI Connect Forum
16:00-17:00 Your Gateway to Global Mobility – Freedoms for Family & Business – Government Representatives
Private Session – Antigua & Barbuda CIU, St. Kitts & Nevis CIU, Dominica CIU, IMA Grenada, Residency Malta
•What recent changes in the CIP programs should investors and agents be aware of?
•What are the future prospects and challenges the programs may face?
•What are the key considerations for choosing between residency vs citizenship and the investment routes available?
•Q&A Session with USA Agents & Investors
Panelists:
Ambassador Jeffery Hadeed, Chairman of the Board, Citizenship by Investment Unit Antigua & Barbuda
Marie-Therese Johnson, Head of Citizenship by Investment Unit, Dominica
Calvin St Juste, Executive Chairman of Citizenship by Investment Unit, St. Kitts and Nevis
Jonathan Cardona, Chief Executive Officer, Residency Malta Agency
17:00-18:00 Networking Cocktail