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
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