Free

Latin America EB-5 Investment Expo

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Location

Hyatt Regency Miami

400 Southeast 2nd Avenue

Miami, FL 33131

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Description

You are cordially invited to the Latin America EB-5 Investment Expo taking place in Miami on Ooctober 25th. If you have clients from Latin America (Mexico, Colombia, Brazil, Peru, Venezuela, Chile, Argentina, Ecuador etc.) this expo will help you learn about common issues facing them such as tax implications and planning involved in moving to the US, education opportunities for clients' children. You'll be able to network with real estate professionals, financial professionals, and immigration attorneys.

Program

EB-5 101: The ABCs of US Investment Immigration
EB-5 project corporate presentation
EB-5 project corporate presentation
US Education Opportunities for Foreign Nationals' families
EB-5 project corporate presentation
EB-5 project corporate presentation
US Taxes Simplified - Special Issues Affecting Foreign Nationals
EB-5 project corporate presentation
International trade policy
General Networking


Speakers: (More speakers to be announced)


Michael Fitzpatrick - Baker Tilly Virchow Krause, LLP

Michael Fitzpatrick is a partner with Baker Tilly Virchow Krause, LLP and principal of Baker Tilly Capital, LLC, the wholly owned FINRA broker-dealer subsidiary of the firm. He chiefly works within the EB-5 and New Markets Tax Credit (NMTC) practice areas to provide flexible and affordable capital to qualifying projects and businesses. Within EB-5, Michael works with regional centers and project sponsors to offer EB-5 investments in compliance with US securities laws.


Tom Holter - Baker Tilly Virchow Krause, LLP
Tom Holter is a vice president with Baker Tilly Virchow Krause, LLP and is a registered representative of Baker Tilly Capital, where he manages the firm’s EB-5 service line. He is an experienced attorney and licensed investment banker whose previous work in large law firms focused on securities offerings, mergers and acquisitions, and strategic transactions. He has worked in China, Japan, and Vietnam as well as the United States.


Mickayla Zinsli - Baker Tilly Capital, LLC
Mickayla Zinsli is director of EB-5 services with Baker Tilly Capital, LLC, the wholly owned FINRA broker dealer subsidiary of Baker Tilly Virchow Krause, LLP. She has been in the EB-5 industry since 2013 and with the firm since the addition of Wright Johnson’s EB-5 practice in 2017. Mickayla brings a unique EB-5 operational background to the team, focusing her efforts on budgeting, staffing, project due diligence, project management and investor relations. She was formerly the director of a Regional Center, navigating the many challenges that come with EB-5.


Lian Brandt - Baker Tilly Capital, LLC
Lian Brandt
is a senior manager with Baker Tilly’s EB-5 consulting and broker-dealer practice and has been with the firm since 2006. In her current capacity she conducts due diligence on EB-5 projects, meets with investors to review EB-5 investments and assists with their source of funds documentation and immigration tax planning needs. Lian is a certified public accountant and holds a series 82 and 63 securities license with Baker Tilly Capital, the firm’s wholly owned FINRA member broker dealer.


Gold Sponsors

Baker Tilly, More than 2,700 talented and passionate individuals strong, Baker Tilly is a top 15* full-service accounting and advisory firm with specialized professionals who connect with you and your business through refreshing candor and clear industry insight.A message from our Chairman and CEO Alan WhitmanBaker Tilly's vision is to become America's Finest Professional Services Firm. It is a big goal, but one that I believe is within reach.At Baker Tilly, we live core values of integrity, passion and stewardship. They are our north star and represent who we are, what we stand for and what we are working together to achieve.Our shared commitment to these values makes us Valued Business Advisors for our clients and enables the value they deliver to society.It helps us be an inspiring workplace that provides opportunity for our people to learn, grow and contribute.And it allows us to be good corporate citizens, engaged in and giving back to the communities where we live and work.I am proud to lead Baker Tilly and its exceptional team. It is a team that believes in aiming higher, delivering more and making a difference for our clients, our people and our communities.At Baker Tilly, we are making our future today.

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Date and Time

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Hyatt Regency Miami

400 Southeast 2nd Avenue

Miami, FL 33131

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