.png)
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:
-
How USCIS officers evaluate EB-5 investor petitions in practice
-
When filing WOM may be appropriate
-
What officers look for when issuing RFEs or NOIDs
-
How partial funding is viewed during adjudication
-
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:
-
What are the processing times for the various stages of the EB-5 process?
-
Source of Funds Discussion - Personal Loans, SDIRA, Gifts from Family requirements, Loans against property
-
Transferring funds from India as it relates to RBI
-
Main differences between what a good RURAL vs HUA Project look like
-
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:
-
How recent executive orders are transforming H-1B renewals and sponsorships
-
The difference between the Gold Card ($1M), Platinum Card ($5M), and the EB-5 Investor Visa
-
Updates on concurrent filing and aging out rules that affect families
-
Why September 2026 is a critical deadline for many visa holders
-
How EB-5 remains the most stable and independent path to U.S. permanent residency
Recorded on October 21, 2025
Connect with the EB-5 team.
