Kick off Global Citizen Week Miami 2024 with an enchanting evening at the AKA Miami Rooftop Pool Bar. From 6 pm to 8 pm, join us for a leisurely open-air cocktail session, co-hosted by IMI and Outbound Group. Reconnect with old friends and make new connections in a relaxed atmosphere overlooking the stunning Miami skyline. Enjoy complimentary drinks and light bites as we set the stage for the exciting days ahead.
From 8 am to 5 pm, the Outbound Group will host “Outbound Day” at the Grand Ballroom, providing international solution providers an unparalleled platform to meet with hundreds of potential partners and clients from around the world. Leveraging 15 years of experience in B2B conferences, this event promises to bring together influential decision-makers shaping the industry.
Continue the momentum from 4 pm to 7 pm with “IMI Connect” at the SkyLawn. This exclusive, guest-centric forum features closed-door, open discussions focused on the most pressing issues in our community. No clients, no government, and no media – just us. Engage in candid debates and enjoy an evening of meaningful dialogue, complemented by food, beverages, and refreshments.
From 8 am to 5 pm, join us again at the Grand Ballroom for the second day of “Outbound Day.” This session will continue to foster connections between international solution providers and key decision-makers, ensuring you have ample opportunities to build valuable relationships and explore new partnerships.
From 4 pm to 7 pm, we will reconvene at the SkyLawn for another engaging session of “IMI Connect.” Dive deeper into no-holds-barred discussions, exchange insights with peers, and benefit from the unique format that encourages open dialogue and collaboration. Enjoy an evening of thought-provoking conversations, accompanied by delicious refreshments.
Conclude Global Citizen Week Miami 2024 with a spectacular closing party from 10 am to 4 pm. We’re planning an exciting day aboard the luxurious “Biscayne Lady,” featuring the famous IMI Trivia Contest and other entertainment. Enjoy panoramic views of Miami’s beautiful waterfront as you compete for the trivia title and celebrate the week’s achievements with friends and colleagues. The final schedule will be confirmed soon, but rest assured, it will be a memorable conclusion to an incredible week.
The discounted group rates at the Hotel AKA Brickell where the upcoming Global Citizen Week Miami will be held is as follows.
Join us for an unforgettable week in the megacity of Miami – USA for three days of business development, thought-provoking industry discussions, cultural immersion, and lasting friendships from our global delegation.
Laszlo Kiss
Managing Director
Discus Holding Ltd
Laszlo Kiss is the founder, owner, and managing director of Discus Holdings Ltd., a group of companies that provide investment migration, corporate, financial, and tax planning services.
Discus, based in Malta and founded in 2013, has won concessions in recent years, including ones for the Hungarian residency bond program, the Malta Residence and Visa Program, and one citizenship license in Montenegro. Discus provides help with applications for residency permits in the United Kingdom, Malta, Cyprus, Greece, the UAE, and many other countries. It also helps with citizenship applications to Vanuatu, Malta, Turkey, and all Caribbean nations. Discus has 12 offices worldwide.
Laszlo, who lives in Europe, has more than 31 years of experience in international immigration, business, and tax structuring. His professional background includes founding the largest privately-owned consultancy firm in Hungary to offer tax and corporate structuring and immigration solutions. In 1998, Laszlo was appointed the Honorary Consul General to represent the Republic of Seychelles, an archipelago with 115 islands in the middle of the Indian Ocean.
He has a bachelor’s degree in tourism and hotel management from Budapest Business School and a Master’s in economics from Corvinus University of Budapest. He has been a member of the International Tax Planning Association since 2004 and the Society of Trust and Estate Practitioners since 2006. He has been a founding member of the Investment Migration Council since 2015.
Laszlo speaks English, German, and Russian.
Derren Hayden Joseph
Chair of the Tax Working Group for Moores Rowland
Derren has successfully completed the Comparative Tax Program at Harvard University and is an EA (Enrolled Agent). As an EA, he has been admitted to practice before the Internal Revenue Service (IRS) to represent taxpayers in all 50 states and internationally. He has 2 Master’s Degrees in Economics and a Certified Diploma from the ACCA (Association of Chartered Certified Accountants in the UK).
Derren has also done Executive Education with Columbia Business School in New York City and has completed Advanced Tax coursework at both New York University and the University of London. He is:
⦁ Chair of the Tax Working Group for Moores Rowland in the Asia Pacific (offices in 18 countries)
⦁ Chair of the Asian Branch of the International Business Structuring Association.
⦁ A member of the Briefing Group advising The Rt. Hon. The Lord Mayor of the City of London on current and emerging international tax issues.
He had his views published in the Singapore Business Review, Forbes Asia, the American Chamber of Commerce in Indonesia, the International Business Structuring Association (in the UK), Offshore Alert, and the (Trinidad) Guardian. And has given “in-person” seminars on tax issues in the U.S., the U.K., Singapore, Indonesia, Spain, Malaysia, Vietnam, The Philippines, Portugal, Hong Kong, the UAE, and the Caribbean
Derren enjoys writing and has published 3 books on taxation, one of which was an Amazon Best Seller in 2020.
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 >10 deals.
For 2 years, Guilherme was a co-CEO of an Industrial company with +€250M in Revenue leading the restructuring process. Since 2022, Guilherme has been leading the fundraising and execution efforts of Golden Visa Funds (+60M€), having raised capital from private and institutional investors
Duarte Calheiros Menezes
Fund Manager & Partner
BlueCrow Capital
Duarte is currently a partner and fund manager at Bluecrow Capital, which he joined in 2014. With over fifteen years of experience in the financial sector, he is specialized in asset structuring and management, with extensive knowledge in venture capital and private equity fund management.
Duarte concluded his degree in economics and master’s in finance at Católica Lisbon School of Business & Economics, one of the best business schools in Europe, and acquired experience in futures and options trading throughout the first five years of his career, working in large companies like OSTC Group.
As an investment professional, had the privilege of achieving consistent results over the years, drawing upon his asset and risk management expertise, he strives to navigate volatile markets diligently, identifying opportunities that benefit clients and minimize risks. Since 2018 as a fund manager, Duarte has been fortunate to provide leadership that has exceeded performance targets, delivering impressive returns through well-tailored strategies, and contributing to notable growth and optimization of portfolios.
Since 2020 led a massive fundraising campaign for the Bluecrow Growth Fund and Innovation Fund Series, which raised an impressive sum of more than €100 million, he also led the establishment of critical operational functions for BlueCrow Capital, which simultaneously involved the creation of onboarding procedures that streamlined the process of raising new investors, ensuring the smooth running and performance of the investor relations department, always taking into consideration the process established by the legal department, ensuring compliance with regulatory standards and ethical practices.
Richard Hallam
CBI Director
Ora Caribbean
Richard Hallam is a dual citizen of Grenada and Great Britain. His 30 years of 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 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 has 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 holds the position of CBI Director for Ora Caribbean – Developers of Silversands Grenada, Silversands Beach House, and their latest project – Silversands Morne Rouge.
João Baptista
Chief Executive Officer and Co-Founder
Spark Group
João is the CEO and co-founder of the Spark Group.
He has several years of experience globally in various industries including finance, real estate, and management consulting. João is a specialist in business strategy with an extensive track record in investing in Portugal.
He holds a Master’s in International Business from the HEC School of Management, France, and a Degree in Management from Nova School of Business, Lisbon.
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.
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.
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.
Francisco Martins
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.
Patrick Peters
Chief Executive Officer
ClientReferrals
Patrick is a Canadian CPA who has more than 15 years of experience in the Investment Migration industry, specifically the Antigua and Canada programs. Before assisting Immigration Professionals with their high-net-worth clients, he worked for BDO and KPMG, living and working in various countries.
In 2014, his company, ClientReferrals, was appointed as the Official Promoter of Antigua & Barbuda’s NDF Contribution Option and they have been the Program’s leading Service Provider since then.
In Antigua, ClientReferrals prides itself on offering the best service and commissions to Immigration Practitioners who have Contribution Option clients, but also on the high quality of the real estate projects they offer.
ClientReferrals never works with clients directly, they strictly work with Immigration Practitioners, helping them serve their clients. The company also provides other products for immigration practitioners to grow their business – various immigration products, real estate opportunities, and wealth management services.
Patrick and his colleagues have been involved with the Immigrant Investor industry for more than 25 years – they have helped create Canada’s investor and entrepreneur programs, they have raised more than $9 billion in capital for various programs, and they have assisted more than 12,000 families.
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.
Nisha Mc Intyre
Managing Director
My Grenada Solutions Inc.
Nisha Mc Intyre is a certified innovation specialist and marketing communications strategist with a penchant for human-centric design methodologies. Her experience as a marketer has been most impactful in the academia, destination tourism, and investment migration Industries. Her case study on Solutionism at Fortune 500 companies was a mainstay of the solutions marketing MBA syllabus at Hult International Business School, while her role as the local consultant for ICN-Artea in the diagnostic assessment of Grenada’s tourism Industry facilitated the 2022 development of the National Sustainable Tourism Development Plan for Grenada.
Since 2016, she has focused on the strategic development of Caribbean Citizenship by Investment Programmes – firstly, in Dominica, and now in Grenada, where she serves as the Managing Director of My Grenada Solutions Inc., a licensed marketing agent for Grenada’s Citizenship by Investment Programme. Prior to her entry into the investment migration industry, she served as the head of Marketing for the Americas at the Grenada Tourism Authority, overseeing successful marketing campaigns for Grenada’s largest source markets, as well as the introduction of JetBlue’s nonstop service to Grenada. A proud Grenadian, she currently sits as the head of marketing on the board of Reach Within, a non-profit organisation committed to helping children and youth in Grenada’s care homes overcome childhood trauma and transition into healthy adults.
Colin Bishop
Managing Director
Reef View Enterprises Ltd.
Colin Bishop is the founder and managing director of Reef View Enterprises Ltd. (RVE), which specializes in investment migration services, including Citizenship by Investment (CBI) and Residency by Investment (RBI), for clients around the world, and is the premier licensed local CBI agent in Grenada.
An entrepreneur at heart, his entrance into the investment migration industry started with the belief that the inflows from CBI could significantly transform and diversify Grenada’s economy. He thrives on the fast-paced nature of the business and making connections that would benefit both the clients and the islands’ economy.
In his downtime, he enjoys spending weekends on the beach with his four children or relaxing by the pool. He also enjoys a good book with his current top picks being “The Daily Laws” by Robert Greene or ‘Your Next Five Moves” by Patrick Bet-David.
Recently attaining a license to operate within St Lucia’s CBI program, He endeavors to continue growing within the industry with aspirations of Reef View Enterprises Ltd. becoming the region’s largest service provider of pre and post-migration services with expansion into the real estate sector.
James Muscat Azzopardi
Partner
MA&A Advocates
Dr James Muscat Azzopardi has been a lawyer for over 20 years and advises a global portfolio of high-net-worth families, family offices, private banks, and asset management companies on a range of issues including the acquisition of second citizenship, an alternative residence or a tax based program. He is a partner at Muscat Azzopardi & Associates, Advocates, a commercial law firm set up in 1971 that is the preferred local law firm in Malta for several of the world’s largest international law firms. He is also a founder shareholder and a Director on the Credence group of companies that offer advisory and corporate administration services to a multi-billion Euro client portfolio.
Dr Muscat Azzopardi is a licensed Authorised Agent for Malta’s citizenship and residence programmes as well as the First Vice President of the Maltese-Spanish Chamber of Commerce and a director on the board of several regulated entities. He is a regular speaker at industry events.
Simos Simillides
Commercial Director
Pafilia Property Developers
Simos holds a Bachelor’s Degree in Hospitality Management from Florida International University in the US and an MBA in Marketing from Nova South-Eastern University in Florida.
He has been a valued member of the Pafilia family for almost twenty years, during which time he has held the positions of Sales Director, Sales and Marketing Director and most recently the position of the Commercial Director. His mission as Commercial Director is to maintain Pafilia’ s position as the Market Leader in Real Estate sales in Cyprus. He manages a multicultural team based in offices across the world, with the aim to penetrate new markets and create awareness of the many investment opportunities found in both Cyprus and Greece.
Stephan de Moraes
Managing Partner
Indico Capital Partners
Stephan de Moraes is the founder and Managing General Partner of Indico Capital Partners, a leading venture capital tech and sustainability-focused firm based in Portugal. He has invested in 5 unicorns over the last decade and is currently President of APCRI – the Portuguese Private Equity and Venture Capital Association.
Indico focuses on software as a service, artificial intelligence, web3, fintech, cybersecurity, digital, and climate tech companies, targeting investments at the Pre-Seed to Series B level. Founded in 2017, the team at Indico has backed or founded, in the last decade, the majority of the Portuguese global tech success stories, including 6 global unicorns. With a diversified background as an investment banker, consultant, entrepreneur, and CEO, he has lived in 8 countries and 4 continents over the last 27 years.
Stephan was formerly an Executive Board Member at Caixa Capital, a Private Equity and Venture Capital fund management company. He is also a former Advisor to the European Commissioner of Science and Innovation, Past Chairman of the European Venture Finance Network, Past Council Member of Invest Europe, and Board Member of the International Venture Club. He has been and is a Non-Executive Director and Board Observer in numerous companies.
He is co-chair of YPO Portugal (Young Presidents Organization), an Advisory Council Member of the Portuguese American Leadership Council (PALCUS), and Past President of the Harvard Club of Portugal. Appointed as a Young Global Leader by the World Economic Forum in 2010, he holds a degree in Engineering from Instituto Superior Técnico (Lisbon) and an MBA from the Harvard Business School. Stephan is fluent in Portuguese, Spanish, English and French.
Rufus Gobat
Director
Caribbean Lifestyle Services Ltd.
Rufus Gobat is the co-owner and Director of Caribbean Lifestyle Services Ltd in Antigua that offers Citizenship by Investment in Antigua and Barbuda as well as a wide range of on-island concierge services. Rufus has developed and operated businesses throughout the Caribbean over the past 30 years, including one of the best-selling Real Estate developments under the Antigua Citizenship by Investment Programme Tamarind Hills. Rufus is also the co-owner and developer of Cap Maison Resort & Spa in St Lucia, one of the top five-star resorts in the region, and has been appointed a special economic envoy for Antigua by the Prime Minister of Antigua.
