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投資人活動EB-5 戰略簡報活動已結束

多數投資人忽略的申請策略 — 鄉村 EB-5、資金來源規劃與真正重要的盡調

多數 EB-5 投資人花數週比較專案,卻很少深入審視申請背後的策略 — 而真正的風險恰恰潛伏於此。

日期

03
42026
星期五

直播時間

6:00 PM

Pacific Time (PDT)

其他時區

8:00 PMCDT9:00 PMEDT

主辦方

Beyond International

高淨值投資人限定

參與方式

Pacific Time (PDT) · 線上活動

即時問答 + 錄播回放

報名已截止

活動已結束

本場直播已圓滿結束,歡迎瀏覽最新活動或聯繫顧問團隊。

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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.

嘉賓陣容

對話行業專家

Jenny Zhan
特邀嘉賓行業專家

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
行業專家

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
行業專家

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


專屬來賓權益

來賓尊享三大禮遇

完成預約即可解鎖專屬顧問團隊、策略資料與即時項目動態,全程獲得雙語一對一服務。

01

尊享禮遇

優先 1:1 諮詢

專屬策略會,規劃 EB-5 時間表與遞件注意事項。

02

尊享禮遇

投資資料包

活動錄播、項目概覽、市場分析與實地探訪視頻。

03

尊享禮遇

項目動態速遞

夏威夷大島農村 EB-5 項目進展即時推送。

別讓未來充滿不確定

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