EPISODE · Apr 30, 2016 · 49 MIN
Episode 10 - Interview w/ President of EB-5 Investment Advisory Firm: Peyman Attari
from The Immigration Lawyers Podcast | Discussing Visas, Green Cards & Citizenship: Practice & Policy · host ImmigrationLawyersToolbox.com
Host John Khosravi, Esq. interviews Peyman Attari, Co-Founder, President & CEO of the EB-5 Investment Advisor Firm AISA Investment Advisors, LLC To learn more about the Immigration Lawyers Podcast, please visit www.ImmigrationsLawyersPodcast.com Show Notes: 02:00 - Origins: Oil Financial world 03:30 - Work in South Africa 06:00- Work in Emerging Markets 09:42 - Starting own firm and starting a family 11:21 - Learning about the EB-5 Program 12:10 - Decision to work with investors instead of the Regional Centers 14:00 - Registered investment advisor and its fiduciary duty/ Difference with broker dealer and standard of suitability 16:30 - Info about AISA Investment Advisers, LLC and its business model 22:00 - The pay fee structure for EB-5 Immigrant Investors 26:00 - How does the relationship with your firm and the immigration attorney work? 28:30 - What are the steps for the client to go through with you 33:00 - Responses to typical questions that come from the EB-5 investors: a - Which Investment would you do? The are supposed to recommend. b - Can you guarantee the investment? Explain why guarantees are not possible. c - When do I get my money back? Describe "wind down" decisions. 36:50 - Effects of retrogression / Need for redeployment of funds 39:00 - Company holds escrow account and the affect on Source of Funds 45:00 - Preference as to EB-5 model To learn more, visit: AISAEB5.com
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Episode 10 - Interview w/ President of EB-5 Investment Advisory Firm: Peyman Attari
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