Cover Image for EB-5 Investor Session @ Open Atlas Summit, Presented by Manifest
Cover Image for EB-5 Investor Session @ Open Atlas Summit, Presented by Manifest
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EB-5 Investor Session @ Open Atlas Summit, Presented by Manifest

Hosted by Open Atlas
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Past Event
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About Event

​EB-5 Investor Information Session

​Understand the EB-5 process before investing $800,000

​Considering the EB-5 visa?

​Join us for a focused EB-5 Investor Information Session at the Open Atlas Summit, bringing together former USCIS officials, leading EB-5 immigration attorneys, investment professionals, regional centers, and investors who have successfully navigated the process.

​This session is designed to help prospective investors understand both sides of EB-5: the immigration process and the investment risk.

​You will learn how USCIS reviews EB-5 petitions, how to document your source of funds, how to evaluate projects, and what questions to ask before committing your capital.

​What You’ll Learn

  • ​How USCIS reviews EB-5 petitions

  • ​Rural, high-unemployment-area, and infrastructure investments

  • ​Current EB-5 processing and visa-availability considerations

  • ​Concurrent filing and adjustment-of-status strategy

  • ​How to document gifts, property sales, business income, loans, and retirement funds

  • ​How to evaluate an EB-5 project beyond the marketing materials

  • ​Capital stack, collateral, job-creation cushion, construction status, and repayment strategy

  • ​Common mistakes and warning signs investors should understand

  • ​How EB-5 compares with waiting in the EB-2 or EB-3 backlog

​Featured Speakers

​Meet former USCIS officials, leading EB-5 attorneys, investment professionals, and industry leaders, including:

​Ricky Murray
Former Head of EB-5 at USCIS · Attorney

​Michael Valverde
Former USCIS Director of Field Operations

​April Padilla
Former USCIS Adjudication Officer and Fraud Chief

​Phuong Le
Partner at KLDP LLP · Global EB-5 Practice Lead

​Niral Patel
Partner at KLDP LLP · Global EB-5 Practice Lead

​John Pratt
Partner at Kurzban

​Additional speakers and participating organizations will be announced.

​Sessions

​Inside EB-5: What USCIS Actually Looks For

​Hear directly from former USCIS officials about how EB-5 petitions are reviewed, common filing issues, fraud and compliance concerns, and what investors often misunderstand about the adjudication process.

​EB-5, Gold Card, or Wait It Out?

​For professionals stuck in the EB-2 or EB-3 backlog, this session will explore whether EB-5 makes sense, how it compares with other immigration options, and what factors families should consider before moving forward.

​Source of Funds and Filing Strategy

​Leading EB-5 attorneys will explain how investors can document:

  • ​Gifts from parents or family members

  • ​Property sales

  • ​Business income

  • ​Employment income and savings

  • ​Loans and HELOCs

  • ​Retirement accounts

  • ​Partial-funding strategies

  • ​International transfers

​How to Evaluate an $800,000 EB-5 Investment

​Learn how to review:

  • ​Capital stack

  • ​Loan position

  • ​Collateral and security

  • ​Job-creation cushion

  • ​Construction progress

  • ​Developer and regional-center track record

  • ​Repayment strategy

  • ​Guarantees and key risks

  • ​I-956F status

​EB-5 Project Showcase

​Participating regional centers and project sponsors will present current EB-5 investment opportunities and answer questions from prospective investors.

​One-on-One Consultations

​Attendees may request private consultations with participating professionals to discuss:

  • ​Immigration strategy

  • ​Source of funds

  • ​Filing readiness

  • ​Investment evaluation

  • ​Project comparisons

​Consultations are subject to availability.

​Who Should Attend?

​This session is ideal for:

  • ​Families considering an EB-5 investment

  • ​Professionals stuck in the EB-2 or EB-3 green-card backlog

  • ​H-1B, L-1, F-1, O-1, and other visa holders exploring permanent residence

  • ​Parents considering gifting funds to their children

  • ​Investors comparing EB-5 projects or regional centers

  • ​Families seeking a clearer understanding of immigration and investment risk

  • ​Investors planning to file within the next 3 to 12 months

​Why Attend?

​EB-5 is both an immigration process and a significant financial decision.

​Before investing $800,000, prospective investors should understand:

  • ​Whether EB-5 fits their immigration goals

  • ​Whether their source of funds can be documented

  • ​How the project creates the required jobs

  • ​What could delay or prevent repayment

  • ​How to compare projects on more than projected returns

  • ​Which questions to ask attorneys, regional centers, and investment professionals

​This event gives attendees the opportunity to learn from multiple perspectives in one place.

​Space is limited. Register to reserve your seat.

​Important Disclosures

​This event is for general educational purposes only and does not constitute legal, immigration, tax, or investment advice.

​Participation by any speaker, attorney, regional center, project sponsor, or organization does not constitute an endorsement of any particular EB-5 project or investment.

​All investments involve risk, including the possible loss of principal. Immigration outcomes and investment returns are not guaranteed.

​Speaker participation and the event schedule are subject to change.

Location
India Community Centre, 525 Los Coches St, Milpitas, CA
Hosted By