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Webinar - March 18th Session
In this webinar, EB-5 Investor Insights with KLDP.
What you'll learn:
The EB-5 Grandfathering Deadline - who it protects, why timing matters, and how it affects investor eligibility under the Reform and Integrity Act
Source of Funds Best Practices - documentation standards, common pitfalls, and how to prepare a clean, defensible filing
Key Project Selection Considerations - evaluating risk, capital stack structure, job creation methodology, and developer strength
Growing Interest in Infrastructure Investments - Investors are showing increased interest in government-supported infrastructure projects viewed as more stable and less exposed to retrogression risk
Recorded on March 18th, 2026
Webinar - February 25th Session
In this EB-5 Roundtable, Dennis Tristani, Managing Attorney at Tristani Law, breaks down several time-sensitive and high-impact issues shaping today’s EB-5 market.
Topics include:
The EB-5 Grandfathering Deadline - who it protects, why timing matters, and how it affects investor eligibility under the Reform and Integrity Act
Source of Funds Best Practices - documentation standards, common pitfalls, and how to prepare a clean, defensible filing
Key Project Selection Considerations - evaluating risk, capital stack structure, job creation methodology, and developer strength
Growing Interest in Infrastructure Investments - Investors are showing increased interest in government-supported infrastructure projects viewed as more stable and less exposed to retrogression risk.
This discussion is designed for EB-5 investors and industry professionals navigating an increasingly compliance-driven landscape.
Recorded on February 25th, 2026
Webinar - January 28th Session
What You’ll Learn: What Investors Need to Know About EB-5 Offering Documents
With special guest, Catherine DeBono Holmes, Jeffer Mangels Butler & Mitchell LLP.
This webinar walks through key provisions in EB-5 offering documents that investors should understand before subscribing, including:
• What investor protections to look for in the PPM and related agreements
• Developer “skin in the game” and how equity, land, and cash factor into the capital stack
• EB-5 investor positioning (first vs. second position) and related risks
• The role of banks and third-party capital, including underwriting and due diligence considerations
• How to evaluate whether a project is fully capitalized
• Completion guarantees, collateral, and downside protection
• What happens if the EB-5 raise is not fully subscribed
Recorded on January 28th, 2026
Webinar - January 5th Session
What You’ll Learn: How USCIS Officers Review EB-5 Investor Petitions
In this webinar, former IPO Officer, Stephen Pazan shares practical insight into how EB-5 investor petitions are reviewed during adjudication.
You’ll learn:
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How USCIS officers evaluate EB-5 investor petitions in practice
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When filing WOM may be appropriate
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What officers look for when issuing RFEs or NOIDs
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How partial funding is viewed during adjudication
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Designed for EB-5 investors, attorneys, and practitioners seeking a clearer understanding of USCIS review standards.
Recorded on January 5th, 2026
Webinar - December 17th Session
What You'll Learn:
In this recorded session, WR Immigration Attorney Phillip Kuck breaks down the latest EB-5 Visa Bulletin updates and explains how recent movement may affect EB-5 timelines and filing strategies.
The discussion also covers current Source of Funds issues and best practices, along with a clear explanation of the EAD automatic renewal extension and its practical implications for EB-5 applicants and their families.
Recorded on December 17th, 2025
Webinar - November 19th Session
Recorded Live:
This session dives deeper into:
• Self-directed IRA best practices
• Smart strategies for partial funding
• Concurrent filing timing - when do you actually get in line?
• How to identify deal risk in EB-5 projects
Guest Speakers:
Phuong Le – Partner at KLDP LLP, with 20+ years of experience leading global EB-5 transactions, advising on $3B+ in financings and over 5,000 investor petitions.
Niral Patel – Partner at KLDP LLP, New York, head of the firm’s Indian and Middle Eastern practice, specializing in EB-5 strategy, source of funds, and long-term immigration planning.
Recorded on November 19, 2025
Webinar - November 4th Session
What You'll Learn:
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What are the processing times for the various stages of the EB-5 process?
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Source of Funds Discussion - Personal Loans, SDIRA, Gifts from Family requirements, Loans against property
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Transferring funds from India as it relates to RBI
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Main differences between what a good RURAL vs HUA Project look like
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How do projects that utilize bridge financing get structured? How does it impact EB-5 investors?
Recorded on November 4, 2025
Webinar - October 21st Session
What You’ll Learn:
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How recent executive orders are transforming H-1B renewals and sponsorships
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The difference between the Gold Card ($1M), Platinum Card ($5M), and the EB-5 Investor Visa
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Updates on concurrent filing and aging out rules that affect families
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Why September 2026 is a critical deadline for many visa holders
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How EB-5 remains the most stable and independent path to U.S. permanent residency
Recorded on October 21, 2025
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