Settings
Light Theme
Dark Theme
Podcast Cover

Investing in the American Dream

  • Insights in the EB-5 Investment Landscape with Saul Ewing

    12 MAR 2024 · In our latest episode of the Investing in the American Dream podcast, where we discuss the basics and the necessary legal requirements of EB-5. We have special guests Ronnie Fieldstone and Rohit Kapuria from Saul Ewing LLP, a full-service, national law firm with more than 400 attorneys and a team of top-notch business professionals, all working together to deliver practical, proactive advice and excellent client service. Ronnie Fieldstone and Rohit Kapuria have extensive expertise in the EB-5 industry, resulting in a track record of handling hundreds of EB-5 projects, and have helped raise billions of dollars. Their insights shed light on crucial aspects of EB-5 investments, including legal intricacies and investor considerations. Joining them is FPP's own Manuel Ortiz who discusses the role that FPP plays in the EB-5 process as well as FPP's most recent investment opportunity, TALUS. Together, https://www.firstpathway.com/about-us/our-people/manuel-ortiz, https://www.saul.com/professionals/ronald-r-fieldstone, and https://www.saul.com/professionals/rohit-kapuriadiscuss significant elements of the EB-5 program, such as EB-5 fundamentals, the significance of due diligence, and more. We invite you to listen to the podcast here or reach out to Manuel, Ronnie, or Rohit with your own questions on immigration through investment.
    42m 12s
  • Insights in the EB-5 Investment Landscape with Saul Ewing

    12 MAR 2024 · In our latest episode of the Investing in the American Dream podcast, where we discuss the basics and the necessary legal requirements of EB-5. We have special guests Ronnie Fieldstone and Rohit Kapuria from Saul Ewing LLP, a full-service, national law firm with more than 400 attorneys and a team of top-notch business professionals, all working together to deliver practical, proactive advice and excellent client service.Ronnie Fieldstone and Rohit Kapuria have extensive expertise in the EB-5 industry, resulting in a track record of handling hundreds of EB-5 projects, and have helped raise billions of dollars. Their insights shed light on crucial aspects of EB-5 investments, including legal intricacies and investor considerations. Joining them is FPP's own Manuel Ortiz who discusses the role that FPP plays in the EB-5 process as well as FPP's most recent investment opportunity, TALUS.Together, https://www.firstpathway.com/about-us/our-people/manuel-ortiz, https://www.saul.com/professionals/ronald-r-fieldstone, and https://www.saul.com/professionals/rohit-kapuriadiscuss significant elements of the EB-5 program, such as EB-5 fundamentals, the significance of due diligence, and more. We invite you to listen to the podcast here or reach out to Manuel, Ronnie, or Rohit with your own questions on immigration through investment.
    42m 12s
  • 2023 EB-5 Year in Review

    2 JAN 2024 · As we reflect on the achievements and challenges of the past year, we're thrilled to bring you a special episode of our 'Investing in the American Dream' podcast – the 2023 EB-5 Year in Review. This insightful discussion features two esteemed guests, Manuel Ortiz, VP of Global Business Development at FPP, and Mitch Wexler, Managing Partner at Fragomen's Southern California offices.Manuel Ortiz, with over two decades of experience in global finance, has not only led award-winning investor relations teams but has also directed capital raises exceeding $500 million on a global scale. His commitment to extending EB-5 services to underserved countries earned him a national industry award, showcasing his profound cultural competency and dedication to making EB-5 accessible worldwide.Joining Manuel is Mitch Wexler, a certified specialist in immigration and nationality law, and the Managing Partner of Fragomen's Southern California offices. Mitch's diverse practice spans high-net-worth individuals and multinational corporations across various industries, making him a leading authority in EB-5, E-2, L-1, and more.    Together, Manuel and Mitch provide valuable insights into critical elements of the EB-5 program, discussing topics such as the life cycle of a typical EB-5 case, the benefits of Concurrent Filing, and the impact of the Reform and Integrity Act of 2022. We invite you to tune in here and explore the intricate details of the EB-5 landscape in 2023. If you would like to learn more about the EB-5 Visa Program and its benefits we invite you to connect with Mitch and Manuel below: Mitch Wexler: mwexler@fragomen.com Manuel Ortiz: mortiz@firstpathway.com
    30m 13s
  • Ep.20_Oleg Zviagin of Proxy Financial on Complex Immigration Financial Planning Strategies

    14 SEP 2023 · On today’s episode of Investing in the American Dream podcast, we have featured guests Manuel Ortiz VP of Global Business Development at FPP - and Oleg Zviagin, Director of Financial Planning at Proxy Financial. Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. Oleg has spent 9 years working with high-net worth individuals across the globe. In this part of the series, Oleg will be going more in detail on the pre & post immigration planning that investors should consider and the personalized services available to investors through this partnership with Proxy Financial. CONTACT: Oleg Zviagin https://proxyfinancial.com Manuel Ortiz: https://firstpathway.com WEBINAR:  Wednesday, September 20th 10am CT https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA 
    34m 14s
  • Ep.19_Bob Kraft IIUSA Tenure and PAC Involvement

    5 SEP 2023 · On this episode, Bob Kraft provided his thoughts on his past role with IIUSA,  his current involvement as President Emeritus, and his new role in the Political Action Committee. 
    24m 52s
  • Ep.18_Bryan Caulkins and Manuel Ortiz on Financial Planning for the (pre/post) Immigration Process

    23 AUG 2023 · On this episode we had featured guests Manuel Ortiz VP of Global Business Development at FPP who leads our global efforts bringing EB-5 services and educational resources to underserved countries around the globe - and Bryan Caulkins, co-founder of Proxy Financial. This is a unique partnership between two people that really understand what it takes to assist in immigration planning. After 10 years of working on Wall Street,  and having a unique bi-cultural background – Bryan gained the desire to expand his expertise into international wealth management. Together with his partner, Bryan founded the Proxy Financial group in 2017 to serve as fiduciaries for US nationals and citizens around the world, seeking to protect, grow and diversify their investments in the United States - including a unique immigration planning service. The Proxy team has served hundreds of families adequately create their immigration and financial plans in order to move to the US.During this  episode, Manuel highlights the EB-5 program, sharing some of his personal experiences while discussing the investor due diligence process., while Bryan  discussed the role that financial planning should play in the immigration process and the services Proxy Financial can offer to clients. WEBINAR: September 20th at 10am CT https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA  CONTACT: Bryan Caulkins : https://proxyfinancial.com  Manuel Ortiz: https://firstpathway.com 
    43m 28s
  • Ep.17_Manuel Ortiz on the EB-5 Program, Projections, and Project Due Diligence

    1 MAR 2023 · During this episode Manuel Ortiz , VP of Global Business Development at FirstPathway Partners, shares his personal experience and outlook on the EB-5 program, while touching on the benefits of concurrent filing for adjustment of status pertaining to foreign national who are already in the United States on a non-resident visa. Manuel also highlights how best to conduct EB-5 project due diligence. 
    30m 28s
  • Ep.16_FirstPathway Partners Appoints Dan Wycklendt as President

    21 DEC 2022 · During this episode, FPP President, https://www.firstpathway.com/about-us/our-people/dan-wycklendt, and CEO, https://www.firstpathway.com/about-us/our-people/bob-kraft, sit down with Marketing Director, https://www.firstpathway.com/about-us/our-people/jessica-melka, to discuss Mr. Wycklendt's distinguished appointment, the direction of the EB-5 visa program, and the bright future of the company. In addition, they also examine the rich history of FirstPathway Partners and what has led to the success of the company for the past 15 years. You can read the official press release https://www.firstpathway.com/news/firstpathway-partners-appoints-dan-wycklendt-president. Mr. Wycklendt has been with https://www.firstpathway.com/ since its formation in 2008 and has over 10 years of senior management experience, including business development, strategic financial planning, capital structuring, and corporate vision. He has traveled extensively throughout the Middle East, India, Africa, South America, and Asia, speaking on inbound investment in the United States through the https://www.firstpathway.com/eb5-program. Mr. Wycklendt has managed the funding of numerous multi-million-dollar projects around the United States, totaling over a billion dollars, resulting in the creation of thousands of jobs. He has also been recognized globally for his expertise in the EB-5 program.
    23m 12s
  • Ep.15_Bruna Canto and Immigration Attorney Tadeu Ferreira Discuss EB-5 U.S. Visa Option for Students and Families

    29 SEP 2022 · Featured guests, Bruna Canto Managing Director of Latin America for FPP, and U.S. Immigration Attorney Tadeu Ferreira who is Managing Partner at Leaf Law – are joined by hosts Martijn Van de Veen of ICEF (International Consultants for Education and Foreign Students) and Craig Riggs, as they discuss visa options in the U.S. for international students and their families after graduation. 
    16m 40s
  • Ep.14_Immigration Attorney Ed Beshara Discusses Cost Efficiency of EB-5 Visa

    20 SEP 2022 · During this episode, Mr. Beshara shares his thoughts on how the EB-5 Visa Program compares to alternative visa programs, from its cost efficiency and overall benefits – to the process of immigrating to the United States. Mr. Beshara also provides his thoughts on past and current EB5 trends, his outlook on the future of EB5, and how he has helped investors choose the right Visa program for them.  Mr. Beshara has been exclusively practicing U.S. Immigration Law and offering immigration guidance and solutions since 1983. Based out of Orlando, Florida, he has represented many clients worldwide regarding their business, and family U.S. Visa goals. He is also a valued member of EB-5 Investors Magazine and was recognized nationally as one of the Best U.S. immigration Lawyers in America.
    31m 2s

Dedicated to bringing you relevant industry updates and helpful information on the EB-5 Visa Program with shared insights from experienced immigration attorneys, and experts. This podcast is not legal advice...

show more
Dedicated to bringing you relevant industry updates and helpful information on the EB-5 Visa Program with shared insights from experienced immigration attorneys, and experts. This podcast is not legal advice nor is it intended to replace direct legal counsel. The information contained herein should not be relied upon or used as a substitute for a consultation with a qualified immigration lawyer. For more information, you can call +1-414-431-0742 or visit www.firstpathway.com
show less
Contacts
Information

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search