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투자자 이벤트EB-5 전략 브리핑이벤트 종료

대부분의 투자자가 놓치는 청원 전략 — 농촌 EB-5, 자금 출처 계획 및 실질적 실사

대부분의 EB-5 투자자는 몇 주간 프로젝트를 비교하지만 청원 뒤의 전략을 면밀히 살피는 일은 드뭅니다 — 진짜 위험은 바로 거기 숨어 있습니다.

날짜

03
4월2026
금요일

라이브 시간

6:00 PM

Pacific Time (PDT)

기타 시간대

8:00 PMCDT9:00 PMEDT

주최

Beyond International

전문 투자자 전용

참여 방식

Pacific Time (PDT) · 온라인 라이브 방송

실시간 Q&A + 다시보기

등록 마감

이벤트 종료

이번 세션은 종료되었습니다. 다가오는 이벤트를 살펴보거나 컨시어지 팀에 문의해 주세요.

다음 세션이 궁금하신가요? 문의 양식을 작성하시거나 Beyond EB-5를 팔로우하세요.

Most EB-5 investors spend weeks comparing projects. Very few spend any time examining the strategy behind their filing — and that's where the real risk lives.

The EB-5 Reform and Integrity Act created a narrow window of protection: petitions filed before September 30, 2026 are grandfathered under current law, even if the Regional Center program is not reauthorized. But meeting that deadline is only half the equation. A filing strategy built on the wrong source-of-funds documentation, a misunderstood rural designation, or an overlooked NCE manager can unravel months of preparation.

In this webinar, expert immigration attorneys from KLDP and the leadership team at Beyond International Group will walk through the filing strategy decisions that most investors miss — and show you what a well-structured approach actually looks like in practice.


What We Will Cover:

  1. Why Rural Changes Your Filing Strategy — Rural EB-5 designation is more than a visa advantage — it changes how your petition is processed, how quickly it moves, and how it's protected. We'll cover what the rural TEA designation means in practice, how priority processing is accelerating rural petitions, what the recent USCIS inventory management shift signals for processing timelines, and why the September 30, 2026 grandfathering deadline makes filing strategy a time-sensitive decision.
  2. Source of Funds — Where Most Filing Strategies Fall Apart — Source of funds is the single most common reason EB-5 petitions face delays, RFEs, or denials. We'll walk through the documentation pitfalls most investors don't anticipate, how loan-based scenarios are scrutinized, why documentation timelines need to start months before filing, and what immigration attorneys are seeing in current adjudications.
  3. The Due Diligence Most Investors Skip — Who's Managing Your Money? — Most investors evaluate the Regional Center and the project. Almost none evaluate the NCE Manager — the entity that actually holds and deploys your capital. We'll explain what happens after I-956F approval, how fund deployment and job creation oversight work, what fiduciary responsibility looks like in practice, and why the NCE Manager is the layer of diligence that separates protected investors from exposed ones.
  4. What a Strong Filing Strategy Looks Like in Practice — We'll bring every element together with a live project example — Beyond Paradise 1, our I-956F-approved rural EB-5 project on Hawaii's Big Island. Rural TEA designated. Construction underway. Jobs being created. You'll see how the right project, the right filing strategy, and the right management structure work together to protect your immigration outcome.
  5. Live Q&A — Bring your questions. Our panel will answer live.

Priority 1:1 Consultations

Private strategy sessions to discuss your EB-5 filing timeline, source of funds planning, and project evaluation.

Investor Brief Packet

Webinar recording, project overview materials, market analysis, and recent site visit footage.

Project Updates

Direct updates on the progress of our Hawaii Big Island rural EB-5 project.

연사진

업계 전문가의 이야기 듣기

Jenny Zhan
특별 연사업계 전문가

Jenny Zhan

Founder and Chief Executive Officer

Jenny Zhan leads Beyond Holding Company’s EB-5 platform with a focus on project execution, investor transparency, and disciplined regional center strategy.

She oversees project development, capital structure, and ongoing investor-facing updates across the firm’s Hawaii Big Island rural EB-5 initiative.

  1. Regional center quality and project oversight
  2. Construction progress, job creation, and execution visibility
  3. How project structure supports investor decision-making in 2026
Phuong Le
업계 전문가

Phuong Le

Speaker

Phuong Le is a Partner at KLD LLP with more than 13 years of experience leading a global EB-5 practice.

He has advised Regional Centers and businesses across the U.S. on more than $2 billion in EB-5 transactions spanning commercial real estate, multifamily, hospitality, and charter school developments.

  1. Former in-house counsel for a major Southern California EB-5 Regional Center
  2. More than $500 million in EB-5 financing experience
  3. Serves on AILA's National EB-5 Committee


Hallie Schechter
업계 전문가

Hallie Schechter

Speaker

Hallie Schechter focuses on EB-5 immigrant investor matters with particular depth in source of funds strategy and documentation.

She advises investors navigating the complexities of the EB-5 program and guides families through the process of obtaining U.S. permanent residency through investment.

  1. Deep experience in source-of-funds strategy and documentation
  2. Also advises on EB-1A, NIW, O-1, and mandamus matters
  3. Background overseeing EB-5 client portfolios before law school


참석자 전용 혜택

등록 참석자를 위한 독점 혜택

등록 시 EB-5 의사결정자를 위한 컨시어지 안내, 프리미엄 실사 자료, 라이브 프로젝트 정보를 받으실 수 있습니다.

01

엘리트 혜택

우선 1:1 상담

EB-5 일정과 신청 시 주의사항을 논의하는 프라이빗 전략 세션.

02

엘리트 혜택

투자자 브리프 패키지

웨비나 녹화본, 프로젝트 개요 자료, 시장 분석, 현장 답사 영상.

03

엘리트 혜택

프로젝트 업데이트

하와이 빅아일랜드 농촌 EB-5 프로젝트 진행 상황 직접 업데이트.

당신의 미래를 우연에 맡기지 마세요.

실시간 참여가 어려우시더라도 등록하시면 세션 직후 전체 녹화본과 자료를 받으실 수 있습니다.