Investing in the American Dream FirstPathway Partners

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, Manuel, Ronnie, and Rohit discuss 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.

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, Manuel, Ronnie, and Rohit discuss 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.

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

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 oleg@proxyfinancial.com
Manuel Ortiz: mortiz@firstpathway.com

WEBINAR:  Wednesday, September 20th 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA 

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. 

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 : bryan@proxyfinancial.com 
Manuel Ortiz: mortiz@firstpathway.com