EB-5 Investors Summit
EB-5 Investors Summit 2026
Join us for a free virtual summit designed for prospective EB-5 investors who want to understand the process, evaluate their options and prepare for the September 30, 2026 grandfathering deadline.
Across five practical sessions, experienced EB-5 professionals will discuss the grandfathering protections, source-of-funds documentation, financing strategies, project due diligence, and other alternatives such as EB-1A.
Each session will include a 40-minute presentation followed by 15 minutes of live audience Q&A.
Event Schedule
10:00–11:00 AM PT — The September 30 Grandfathering Deadline
Understand the protections available to qualifying petitions filed on or before September 30, 2026, what the deadline means for prospective investors and the steps required to prepare for filing.
11:00 AM–12:00 PM PT — Source of Funds
Learn how to document salary, savings, business income, property sales, gifts, loans and other common sources of EB-5 investment funds. The session will also address common documentation issues that can delay or complicate an EB-5 filing.
12:00–1:00 PM PT — Financing Your EB-5 Investment
Explore financing options, including HELOCs, loans against property, securities-backed loans, family loans and project payment plans. Learn how different financing structures may affect the source-of-funds documentation required for an EB-5 petition.
1:00–2:00 PM PT — EB-5 Project Due Diligence
Learn how to evaluate a project’s capital stack, collateral, guarantees, job creation, job cushion, construction risk, repayment strategy, exit plan and sponsor track record.
2:00–3:00 PM PT — EB-5 vs. EB-1A and Other Immigration Options
Compare EB-5 with EB-1A and other potential immigration pathways, including O-1A, EB-2 National Interest Waiver, and employer-sponsored options. Understand the eligibility requirements, costs, timelines, risks, and tradeoffs of each pathway.
Speakers
Ricky Murray — Former Senior USCIS Executive and Founder, Jet Global Solutions
Ricky served in executive leadership at the USCIS EB-5 Division (Immigrant Investor Program Office), where he was the official responsible for internal operations and EB-5 adjudication management. During his tenure, Ricky held senior roles across policy and adjudications, helped shape EB-5 policy and procedures, and oversaw how investor petitions were reviewed and decided. His firsthand experience provides a rare perspective into USCIS decision-making, filing risks and the practical factors that can affect EB-5 adjudications.
Niral Patel — Partner, KLDP LLP
Niral is an immigration attorney and Partner in KLDP’s New York office. He advises clients on U.S. corporate and investment immigration matters and regularly works with prospective and current EB-5 investors. As a leader of the firm’s Indian and Middle Eastern practice group, he frequently travels to India and the UAE to guide investors and migration professionals through the EB-5 process.
Kripa Upadhyay — Partner, Buchalter
Kripa is a Partner at Buchalter and an experienced immigration attorney advising individuals, entrepreneurs, investors and companies on complex U.S. immigration matters. Her practice includes employment-based and investment-related immigration strategies, and she regularly counsels clients on navigating the legal and practical considerations involved in selecting the right immigration pathway.
Nikin Tharan — Founder, Open Invests and Open Atlas
Nikin combines firsthand immigration experience, investor-side EB-5 expertise and community leadership. He is a FINRA-registered representative and the founder of Open Invests, where he helps investors compare projects, conduct due diligence and structure financing strategies.
He also hosted the Open Atlas Summit—the largest summit of its kind for high-skilled immigrants, attorneys, employers, and policy leaders. Having personally navigated the O-1 and EB-1A processes, Nikin understands the decisions and challenges immigrant investors face from both sides of the table.
Matthew Khalili — Founder and Investment Strategist, New World Ventures
Matthew brings more than 15 years of experience in EB-5 capital markets, business planning and project evaluation. His experience includes more than $1 billion in capital formation and work involving over 500 projects. He is also the founder of The Plan Writers and a FINRA-registered representative with GT Securities.
More speakers to be announced soon.
Disclaimers
This program is intended for educational purposes only and does not constitute legal, tax or investment advice or an offer to sell securities. EB-5 investments involve risk, including the possible loss of principal. Prospective investors should consult qualified legal, tax and financial professionals regarding their individual circumstances.