Date: Tuesday, September 16, 2025
Time: 12:00 PM EST
Speakers: Pete Calabrese (CEO, CanAm Investor Services) & Mike Xenick (Managing Director at Sequence Financial Specialists, LLC)
The EB-5 Reform and Integrity Act (RIA) ushered in a new compliance era for the EB-5 program. For investors, agents, and industry stakeholders, understanding these requirements is critical to ensuring both the integrity of the program and the protection of investor interests.
Join Pete Calabrese and Mike Xenick as they break down what compliance looks like in today’s EB-5 environment and what it means for investors. This timely discussion will cover:
- The growing role of broker-dealers in securities compliance and investor protection
- How the RIA reshaped due diligence, transparency, and marketing practices
- The compliance obligations investors should be aware of before committing capital
- Best practices for ensuring proper oversight and documentation across EB-5 projects
Drawing on insights from CanAm’s forthcoming white paper, this webinar will provide practical guidance for navigating today’s compliance-driven EB-5 landscape.
