EB-5 Institute Conferences

“Unlocking Foreign Capital through the Federal EB-5 Program”

More than $1.25 billion in EB-5 dollars invested in 2011 (Source: IIUSA, the national trade association of EB-5 Regional Centers).  Are you ready to grow your business in 2012?

March 30, 2012


Governor Hotel in Portland, Oregon

  • The first major EB-5 conference in Portland, Oregon
  • New two-track program – more courses, more choices for basic and advanced EB-5 training
  • Meet EB-5 promoters from South America and Mexico
  • Hear from principals from Portland Regional Center and other Regional Centers nationwide about their experiences

Our last two conferences in Las Vegas and Chicago sold out.  We expect this conference to sell out as well – reserve your spot early to guarantee your space.

Who Should Attend

  • Developers interested in EB-5 capital
  • Business owners interested in EB-5 capital for their business
  • Attorneys specializing in immigration and business
  • EB-5 Regional Centers

What people are saying about EB-5 Institute conferences

“On a scale of 1-10, how likely are you to recommend this seminar to a colleague or friend?”

Rated a perfect 10 by more than half of respondents

9+ average score

– Survey of attendees, 2011


New Advanced Topics for 2012

  • Using EB-5 to Repay Interim Financing:  Recent discussions with USCIS have opened the door to using EB-5 capital to pay down interim financing.  Many projects use conventional debt sources to initiate a project, while EB-5 capital is forthcoming.  Organized correctly, the combination of interim financing and EB-5 capital means a smooth project launch with the benefits of inexpensive EB-5 capital for project sustainability.  Organized incorrectly, USCIS will deny the I-526 visa petitions for failing to meet program requirements.
  • Advanced Target Employment Area discussion:   Worthy of a controversial New York Times article, perhaps the hottest EB-5 topic is the changing policies surrounding Target Employment Area (TEA) designations. Whether an EB-5 project is located in a TEA determines whether an investor is required to invest $500,000 or $1M.   The current EB-5 market for investors indicates that $1M investments are considerably less successful.  Questions about how TEAs are calculated, who calculates them, at what stage it is necessary to be located in a TEA, and options for when a project is not located in TEA are becoming more critical.  You’ll hear directly from the industry experts who were intimately involved with The New York Times article.
  • Premium Processing:  This past summer, USCIS issued memoranda that contemplated premium processing or adjudication of EB-5 petitions in 15 days.  Seminar speakers who have been directly involved with dialogues with USCIS about premium processing will talk about its anticipated form and availability.
  • Using EB-5 with Alternate Capital Sources:  Experts from other alternative capital sources, such as New Market Tax Credits and Bonds, will discuss trends in the market and how these capital sources can be integrated with EB-5.
  • Potential “Sunset” of EB-5 Pilot Program:  Learn about legislative efforts to renew or make permanent the EB-5 Pilot Program (better known as the EB-5 Regional Center program).  The current program is due to sunset Sept. 30, 2012.  Learn how the sunset of the program would affect active projects and the ongoing lobbying efforts and introduced legislation to make the program permanent.
  • Recent USCIS Regional Center terminations:  Recent cases of EB-5 denials published by the Administrative Appeals Office based provide new examples of pitfalls that Regional Centers need to avoid in preparing their business plans.


NEW: Two track program – more courses, more choices for basic and advanced EB-5 training

7:30 a.m.

Complimentary breakfast

8 a.m.

EB-5 Today: How to build successful projects

Joseph McCarthy, McAdam & McCarthy

8:45 a.m.

EB-5 Business Plans

Suzanne Lazicki, Lucid Text

9:45 a.m.

EB-5 Economics

Kevin Wright, Wright Johnson

10:15 a.m.

EB-5 Offerings

Michael Homeier, Homeier & Law



Registration includes lunch catered by Jake’s Grill, classic American cuisine

1 p.m.

Preparing the I-526

Mina Tran, Palmer & Tran

PANEL: Developments in EB-5

Moderator: Joseph McCarthy

Panelists:  Angel Brunner, EB-5 Capital

Michael Gibson, EB-5 Info

George Ekins, American Dream Fund

Michael Homeier, Homeier & Law

1:45 p.m.

The Escrow Process

Reid Thomas, NES Financial

Properly Papering an EB-5 Transaction

Clem Turner, Homeier & Law 

3 p.m.

PANEL: Immigration Attorneys

Moderator: Cletus Weber, Peng & Weber

Panelists: Elizabeth Peng, Peng & Weber

Tina Lee, Law Office of Tina Lee

Mina Tran, Palmer & Tran

 Targeted Employment Area Analysis in Oregon

Michael Meyers, Business Oregon

4 p.m.

Market Analysis and Feasibility Studies in the New Era of ‘Tenant Occupancy’

Aginsky Consulting

Integrating New Market and Historic Preservation Tax Credits with EB-5

Alan Pasternack, Kantor Taylor Nelson Boyd & Evatt;

Nicolo Pinoli, Novogradac & Company LLP 

5:15 p.m.

Networking Reception sponsored by NES Financial

Join us for complimentary food and beverages.
Network with EB-5 professionals from across the country and world

• EB-5 experts
• Regional center executives
• Commercial real estate developers
• Economic development officials
• Emigration agents
• Bankers


“This series of conferences is the best source of information I have found about the EB-5 immigration investment visa.”

— Evaluation Comment, Chicago 2010



Joseph McCarthy

An immigration attorney with the law firm of McAdam & McCarthy. McCarthy has successfully represented more than 30 Regional Centers and dozens of projects, is a member of the American Immigration Law Association (AILA) and serves as the Legislative Committee Chair with Invest in USA (IIUSA), a national trade association of EB-5 Regional Centers. He is a veteran speaker at both local and international legal and business conferences.


Jor Law

Founding shareholder of Homeier & Law, P.C.  He advises clients on corporate and securities aspects of EB-5 related transactions, representing EB-5 investors as well as businesses seeking capital through the Regional Center EB-5 program.  Law is a frequent presenter at EB-5 industry events, including conferences held by the American Immigration Lawyers Association, State Bar of California and the Los Angeles County Bar Association.

Kevin Wright

An economist with the consulting firm Wright Johnson, LLC based in West Palm Beach, Florida. Considered one of the nation’s foremost experts on the EB-5 program, Wright has prepared economic analyses for Regional Center proposals and individual business projects. Kevin was named “EB-5 Service Provider of the Year” in 2010 and 2011 by Artisan Business Group, an international business consulting firm that hosts a widely read EB-5 blog.

Michael Homeier

An attorney with the corporate law firm Homeier & Law. Homeier & Law has counseled numerous corporations and Regional Centers raising capital through the EB-5 Program. In the past year, the firm has worked on EB-5 transactions with an aggregate deal value of more than $500 million. Homeier has presented at EB-5 conferences held by the American Immigration Law Association, State Bar of California and the Los Angeles County Bar Association.

Guest Speakers


Suzanne Lazicki

Founder of Lucid Professional Writing, a service specializing in business plans for filing in connection with the EB-5, L-1, and E-2 visa programs. Lazicki has worked with Regional Centers around the U.S. and has prepared business plans for industries ranging from real estate and green energy to manufacturing and agriculture.

Reid Thomas

Executive vice president with NES Financial.  Thomas has been instrumental in the development and growth of NES Financial’s leading EB-5 Escrow Administration Solution for Regional Centers.  Thomas has worked with numerous Regional Centers and immigration attorneys, and brings firsthand knowledge of the importance of the security and transparency benefits that the escrow solution provides to the EB-5 process.

Mina Tran

Partner with the firm of Palmer & Tran in Orange County, California. With more than 14 years of immigration law experience, Tran will address what an EB-5 Regional Center needs to know about the individual investor visa process.

George Ekins

George W. Ekins

Principal of American Dream Fund (ADF), the Los Angeles and Las Vegas Regional Center. Ekins, who represents ADF in Asia, recently completed a 25-city marketing tour to build relationships with immigration brokers, immigration consultants, business leaders, government officials and EB-5 investors in China.

Clem Turner

With the corporate law firm Homeier & Law. Clem has counseled numerous corporations and Regional Centers raising capital through the EB-5 Program on corporate law and securities matters. Over the course of his career, Clem has provided counsel in transactions with an aggregate value totaling more than $7 billion.

Angelique Brunner

President of EB-5 Capital. Brunner is responsible for sourcing and structuring all projects for EB-5 Capital, including the Marriott Convention Center hotels and City Market at O Street Market in Washington, D.C, as well as the Sugarbush Ski Resort in Vermont.

Elizabeth Peng

EB-5 immigration lawyer with Peng & Weber, PLLC. Peng earned law degrees in both China (1983) and the U.S. (1988). She is a long-standing member of the American Immigration Lawyers Association (AILA) and has extensive experience representing Chinese businesses and entrepreneurs.

Cletus Weber

EB-5 immigration lawyer with Peng & Weber, PLLC. Weber is currently chair of the national Board of Publications Committee of AILA, a member of AILA’s national EB-5 Conference Committee and a frequent discussion leader at national conferences devoted to EB-5 Immigrant Investor Visas.

Nicolo Pinoli

Pinoli is a CPA and partner in the Portland office of Novogradac & Company LLP, a leading accounting firm for New Markets Tax Credits (NMTC).  He will speak on EB-5/NMTC twinned transactions.

Alan Pasternack

A tax and business transactional attorney based in Portland, with Kantor Taylor Nelson Boyd & Evatt.  Pasternack will speak on transactions that use both EB-5 funds and new New Markets Tax Credits.


Michael Gibson

Managing director of USAdvisors and a Registered Investment Advisor. Previously Gibson worked in Citicorp’s Capital Markets and Investment Banking divisions. He established USAdvisors.org to assist foreign nationals with their EB-5 investment decisions.


Manuel Rivera

Senior associate with Aginsky Consulting Group, responsible for the Latin American market.  ACG is an investment advisory and management consulting firm that guides high net worth investors through the entire EB-5 process.



Yurop Shrestha

Senior associate with Aginsky Consulting Group, responsible for the East Asian market.  ACG is an investment advisory and management consulting firm that guides high net worth investors through the entire EB-5 process.



Governor Hotel

Governor Hotel
614 Southwest 11th Avenue
Portland, OR 97205

Please make your hotel reservation as soon as possible by contacting the hotel directly. Book Now:  www.governorhotel.com


About the Governor Hotel:

  • Located in the heart of downtown Portland, convenient for all downtown attractions, shopping, nightlife and dining
  • Honored with a AAA Four Diamond Award
  • One block from ‘The Galleria’ stop on MAX light rail system with direct access to Portland International Airport
  • Adjacent to stops for Portland Streetcar Service to The Pearl District, South Waterfront, PSU and NW 23rd Avenue shopping and dining
  • Complimentary wireless internet access throughout the property


“Since the speakers represented so many different disciplines, I left with a big-picture perspective on EB-5.  Most importantly, what I learned at the conference was immediately applicable to my work putting together my EB-5 project. Thank you!”

— Bonnie L. Betts, Chief Operating Officer, Nevada State EB-5 Regional Center, 2011

Thanks to our sponsors


American Dream Fund EB-5 Regional Center
Wright Johnson
























For more information about the conference, or sponsorships and exhibiting, contact:

Joseph C. McCarthy

(503) 914-1114 or (213) 405-9714


Make the most of your time in Portland.  Contact Mr. McCarthy about scheduling one-to-one meetings with experts while in town for the conference, including:

  • Principals of American Dream Fund | Portland Regional Center
  • EB-5 attorneys
  • Business attorneys
  • EB-5 consultants, economists and business plan writers

In addition, Artisan Business Group will host a second conference the following day (Saturday, March 31, 2012), also at the Governor Hotel.  The conference will focus on marketing EB-5 projects to foreign investors.  Registering for both events will give your EB-5 enterprise a solid perspective on all facets of successful EB-5 projects – covering legal, financial, regulatory, administrative and marketing issues.  Register for both events and save $100.