Назад к мероприятиям
Мероприятие для инвесторовСтратегический брифинг по EB-5Мероприятие завершено

Стратегия подачи, которую упускают большинство инвесторов — сельская EB-5, планирование источника средств и реальная due diligence

Большинство EB-5 инвесторов неделями сравнивают проекты, но почти никто не изучает стратегию подачи — а именно там скрываются настоящие риски.

Дата

03
апреля2026
пятница

Время трансляции

6:00 PM

Pacific Time (PDT)

Другие часовые пояса

8:00 PMCDT9:00 PMEDT

Организатор

Beyond International

Только для опытных инвесторов

Формат участия

Pacific Time (PDT) · Прямая онлайн-трансляция

Вопросы и ответы в прямом эфире + доступ к записи

Регистрация закрыта

Мероприятие завершено

Эта сессия завершена. Посмотрите ближайшие мероприятия или свяжитесь с нашей консьерж-командой.

Хотите попасть на следующую сессию? Напишите нам через форму контактов или подпишитесь на Beyond EB-5.

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.

Состав спикеров

Услышьте мнение отраслевых экспертов

Jenny Zhan
Приглашённый спикерЭксперт отрасли

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
Эксперт отрасли

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
Эксперт отрасли

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


Привилегии для квалифицированных участников

Эксклюзивные привилегии для зарегистрированных гостей

Регистрация открывает доступ к консьерж-сопровождению, премиум-материалам due diligence и оперативной информации о проекте для тех, кто принимает решения по EB-5.

01

Элитная привилегия

Приоритетные консультации 1:1

Личные стратегические сессии для обсуждения вашего графика EB-5 и нюансов подачи.

02

Элитная привилегия

Информационный пакет инвестора

Запись вебинара, материалы по проекту, анализ рынка и видео осмотра объекта.

03

Элитная привилегия

Обновления по проекту

Прямые обновления о ходе нашего сельского EB-5 проекта на Большом острове Гавайи.

Не оставляйте своё будущее на волю случая.

Даже если вы не сможете присутствовать вживую, зарегистрируйтесь, чтобы сразу после сессии получить полную запись и материалы.