To complement the strategic programme, several speakers delivered focused presentations that translated company priorities into practical frameworks for client work, country expertise, and partner growth.
Paul Lauber, Consultant and Compliance Anti Money Laundering Officer, set out Immigrant Invest’s next positioning shift. He emphasised that in 2026, visibility alone is not enough: the company must offer deeper expertise beyond product brochures, including exit strategies, yields, fees, tax implications, and how each investment may be assessed under stricter compliance scrutiny.
Marielle Burti, Lawyer at Immigrant Invest’s Portugal office, explored the current immigration environment in Portugal. She explained why immigration remains central even as the legal landscape becomes more selective and procedurally strict, and how mistakes at the entry stage can now create long-term consequences.
Her presentation reinforced that Portugal is not “closing”; it is professionalising. In this context, the advisor’s role is to ensure risk filtering, compliance coordination, and joined-up immigration and tax planning.
Elena Kozyreva, Managing Director for Real Estate Projects, presented the real estate department’s results. She described process changes away from heavy automation and towards stronger direct involvement in sales support, which reduced the workload for sales teams and improved efficiency and conversions.
Lasha Azariashvili, Head of Business Development, outlined the B2B operating model across the partner lifecycle. He also shared current progress, including new partner acquisition in 2025 and business development representation in the US and Türkiye markets, supported by LinkedIn outreach, business club membership, and attendance at industry events.
In 2026, the department aims to increase enterprise partner acquisition, secure representation in all key strategic markets, and deepen collaboration with top law firms, private equity firms, and real estate companies across priority regions.
