Navigating a Maze of Uncertainty in EB-5 Investing

InvestAmerica Mumbai Event: Demystifying the EB-5 Journey for Your Clients

Date: September 26, 2024

Time: 2:30pm - 5:00pm

Location: Hyatt Centric Juhu Mumbai

Juhu Tara Road, Mumbai - 400049, Maharashtra, India

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Why should you attend this?

The EB-5 program offers a path to U.S. residency for qualified foreign investors. However, navigating the intricacies of this market can be a daunting task. Here's why:

A Sea of Choices

Thousands of EB-5 fund offerings exist, making it difficult to identify truly high-quality and reliable options.

Information Overload

Unbiased and accurate information about program details, investment risks, and fund manager competence is often scarce. Investors can get lost in a maze of biased marketing materials.

DIY Dilemma

In an effort to save money, some investors undertake their own research, but lack the expertise to decipher through promotional materials and uncover potential drawbacks.

Hidden Risks

Fund managers naturally present their offerings in the best possible light, potentially downplaying inherent risks and complexities that could impact return expectations.

Unfulfilled Promises:

Sadly, inexperienced fund managers may lead to deferred or ultimately unrealized returns on investment, jeopardizing an investor's financial goals and residency aspirations.

Here's how this event equips you to address the challenges of the EB-5 market

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  • Gain insights into identifying reliable information and effectively evaluating EB-5 fund offerings.
  • Benefit from collaborating with InvestAmerica's network of professionals, ensuring your clients receive knowledgeable, transparent service from industry experts.
  • Learn strategies to uncover potential risks and guide your clients through pre-immigration and investment options.
  • Equip yourself with the knowledge and tools to confidently navigate the EB-5 landscape and deliver informed guidance to your clients.

    • Investing involves risks, including possible loss of principal. Investing in alternative investments is highly speculative, involves a high degree of risk and has the potential for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors.

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Who Should Attend the InvestAmerica Mumbai Event?

This event is designed for professionals who guide high-net-worth individuals and families through complex investment and immigration processes. Attendees will gain specialized knowledge in the EB-5 visa program, enhancing their ability to advise clients seeking U.S. residency.

Accounting Professionals

Enhance your advisory services with in-depth knowledge of the EB-5 visa.

Lawyers

Deepen your expertise in immigration law to better serve clients aiming for U.S. residency.

Wealth Managers and Financial Advisors

Learn how EB-5 investments can be a part of wealth management strategies for high-net-worth clients.

Speakers

Speaker 1

Trevor Anderson

Director of EB-5 Financing HomeFed Corporation
Speaker 2

Rene Pergomet

Director of Operations Global Immigration Partners
Speaker 3

Rajesh Tripathi

Managing Director – International Tax Cherry Bekaert Advisory LLC
Speaker 4

CA Rajha Mohan

Partner RRPM & Associates LLP, Chartered Accountants
Speaker 5

Girish Patel

Co-Founder and Principal Green Card Fund, LLC
Speaker 6

Radhika Chopra

Regional Director InvestAmerica LLC
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About InvestAmerica

Sequence Financial Specialists LLC dba InvestAmerica is a placement agent and registered broker dealer specializing in EB-5. We are dedicated to guiding individuals and families through the EB-5 Immigrant Investor Program. Our deep understanding of the EB-5 process, in collaboration with a network of legal experts allow us to offer tailored EB-5 solutions to our clients.

With a strong network of legal, financial, and real estate professionals, InvestAmerica provides defined due diligence, a portfolio of investment options and independent recommendations to support each investors journey, from initial consultation to the pursuit of permanent residency in the United States. We are committed to providing our clients with reliable and transparent, and effective services as they pursue their American dream.

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Contact Information

Tel: +1.843.853.8222 x104

invest_usa@investamericap.com

181 E Evans St Suite C-1 Florence, SC 29506

Disclosure

The information provided in this presentation is for informational purposes only and is not intended to be a solicitation regarding any securities transaction or investment relationship. Securities may only be offered to accredited investors by private placement memorandum (“PPM”). Private placements are illiquid and involve a significant degree of risk relating to investment returns, including the loss of your entire investment. Financial projections are not a guarantee of future performance. All information is subject to change. Consult the official PPM for risk factors (including but not limited to conflicts of interest, lack of operating history, capital duration, real estate, economic, competition, technology, legal, insurance, tax, and regulatory). InvestAmerica offers securities through Sequence Financial Specialists, LLC, member FINRA/SIPC dba InvestAmerica.

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