ILW.COM - the immigration portal workshops

Investor Visas Workshop
New York, NY: Friday, December 7, 2007 - 8:30am-5pm

Location: Radisson Martinique On Broadway, 49 West 32nd Street
Speakers: Lincoln Stone, Andrew B. Barkan, Stuart Gelfond, Mark Ivener, Carolyn S. Lee And Angelo Paparelli


Workshop Outline Speaker bios REGISTER NOW!

This is an all-day, (8:30 am to 5 pm), comprehensive workshop. Considerable time will be devoted to back and forth and the seating is limited to the first 50 registrants to give participants ample opportunity to have their critical questions answered. Walk-in Registration Accepted. MCLE Credits Available For Many States.


Continental Breakfast and Handouts Provided
Session 1: The EB-5 category
  • Basic Eligibility for the I-526 petition
  • Thorny Issues in preparing the I-526 petition
  • Practice Pointers for the I-526 petition
15 min. break: Refreshments provided10:30am-10:45am
Session 2: Beyond the Initial Petition
  • EB-5 case processing problems and issues
  • The I-829 petition
  • Regional center designation and oversight
Lunch Program:
Includes Lunch and Presentation
Session 3: EB-5 and Investments
  • Overview of active regional centers
  • Due diligence
  • Professional responsibility standards
15 min. break: Refreshments provided3:15pm-3:30pm
Session 4: Liability Considerations
  • Business and securities law issues
  • Financial advisors and advice regarding investment
  • Best practices on limiting risks


Lincoln Stone is certified by the State Bar of California Board of Legal Specialization as a Specialist in Immigration and Nationality Law, and he serves on the State Bar’s Immigration and Nationality Law Advisory Commission. Following his clerkship with a federal court judge, Mr. Stone started his career in immigration law in 1987 as an attorney with the U.S. Immigration and Naturalization Service. Mr. Stone drafted key immigrant investor legislation enacted by Congress. Practicing lawyers, government officials, national media and the U.S. Congress Government Accountability Office have relied on his expertise in the field of investor immigration. Mr. Stone is a frequent speaker before local, state and national bar associations. He has published numerous practitioner-focused articles in immigration law journals, and he is Editor in Chief of Immigration Options for Investors and Entrepreneurs. Mr. Stone served five years as Chair of the Investor Committee of the American Immigration Lawyers Association (AILA), and he presently serves as Chair of AILA’s National Pro Bono Committee.

Andrew Barkan is a corporate associate resident in Fried Frank's New York office. He joined the Firm in 2000. Mr. Barkan concentrates his practice on corporate finance transactions, including the representation of issuers and underwriters in domestic and international high-yield and investment-grade debt offerings, acquisition financings, equity offerings and related capital market and private equity transactions.

Stuart H. Gelfond is a corporate partner resident in Fried Frank's New York office. Mr. Gelfond joined the Firm in 1986 and became a partner in 1993. Mr. Gelfond concentrates his practice in corporate finance transactions, including representation of underwriters and issuers, domestic and international high-yield, investment-grade and convertible debt offerings, acquisition financings, and initial public offerings. He also regularly represents clients in private equity and acquisition transactions. Mr. Gelfond has experience serving as counsel to corporations and broker-dealers on securities, corporate governance and other regulatory issues, and has recently acted as counsel in connection with securities offerings by ACA Capital Holdings, Stone Energy, and United Auto Group. He has acted on private equity transactions in recent periods for, among others, AEA Investors and Goldman, Sachs & Co. Mr. Gelfond has been a guest lecturer at New York University's Stern School of Business, New York Law School and elsewhere on debt covenants, MD&A and accounting, and financial due diligence matters, and speaks regularly on securities law and corporate governance topics for the Practicing Law Institute and the New York City Bar.

Mark Ivener was educated at the University of Illinois (B.A.,1964) and at U.C.L.A. Law School (J.D., 1967) and admitted to the California Bar in January 1968. He has been practicing law in Los Angeles for 30 years. He has lectured on US immigration law for the World Trade Institute in New York, Houston, Chicago, and San Francisco. He has also lectured for the International Bar Association in Munich, Madrid, and New York. Mr. Ivener has participated in many immigration seminars for the Law Societies of British Columbia and Alberta and the American Immigration Lawyers Association. He has authored the books, Handbook of Immigration Law, Volumes I and II [1980; 2nd edition, 1982; and 3rd edition, 1986; Online edition, 1999]; Doing Business in the USA Under Free Trade [1989; 2nd edition, 1990]; Get The Right Visa [1992; 2nd edition 1994]; A Complete Guide To Getting An American Visa (in Japanese) 1993; 2nd edition 1994; 3rd edition 1999]; and Have You Thought About Immigrating To The US? (in Spanish) [1995]. He has also written many articles on immigration law which have appeared in the International Law Journal, the Canadian-American Bar Association Newsletter, Business and the Law and World Trade Trends. Mr. Ivener is a founding member of IMMLAW, The National Consortium of Immigration Law Firms. Also, Mr. Ivener is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers. Mr. Ivener was recently named Top 100 Wealth Advisors and Managers in the Americas by Citywealth magazine. He was the only immigration lawyer named on this list.

Carolyn S. Lee is a Partner at Miller Mayer LLP. She graduated cum laude from Williams College in 1993 and received her J.D. from Cornell Law School in 1999 where she graduated with a specialization in International Legal Affairs. Carolyn's practice focuses on EB-5 investors, academics, foreign medical graduates, and increasingly, artists. She was the moderator at a recent AILA EB-5 Teleconference entitled "New Developments in EB-5s" (October 25, 2007) and also was a presenter on EB-5 issues at an workshop entitled "Solving Complex Immigration Challenges While Super-Charging Your Career and Your Law Firm" (March 30, 2007). Carolyn is also co-author with Stephen Yale-Loehr on the comprehensive EB-5 article entitled "EB-5 Immigrant Investors" published annually in the AILA Handbook and is also the author of "Ethical and Practical Considerations in EB-5 Representation" first appearing on at,1120-lee.shtm.

Angelo Paparelli is a State Bar of California “Certified Specialist” in Immigration and Nationality Law, and Managing Partner of Paparelli & Partners LLP (, a leading immigration specialty firm in New York, NY and Irvine, CA. Paparelli provides creative solutions to complex immigration law problems, including mergers and acquisitions, work visas, PERM, portability and restoration of eligibility for immigration benefits on behalf of out-of-status aliens. He also serves as an expert witness and consultant on immigration issues arising in litigation. Selected as the world’s leading corporate immigration lawyer by The International Who’s Who of Business Lawyers (2005-2006), and as a first-tier business immigration lawyer by Chambers Global (2006-2007), Paparelli is President of the Academy of Business Immigration Lawyers (, a think-tank of 17 Managing Partners of immigration specialty law firms and Practice Group Leaders of larger firms throughout the United States, is dedicated to promoting best practices in immigration client service and law firm management. A prolific author on immigration issues, he also writes a blog ( offering solutions to our nation’s dysfunctional immigration laws.


Radisson Martinique On Broadway
49 West 32nd Street
New York NY 10001
(212) 736-3800

*** For those coming from outside the NorthEast: The hotel is located on 32nd and Broadway, in mid-town Manhattan (the commercial and retail district of NYC is in mid-town whereas down-town Manhattan is mostly the financial district), two blocks from Macy's HQ store, two blocks from the Empire State Building, and conveniently located to many other Manhattan business, shopping and fun spots. This particular hotel is on one of the safest blocks in mid-town, and is not as expensive as some others in mid-town.

*** For those coming by Amtrak (anywhere from DC to Boston): The hotel is just one block from Penn Station, you can come to NYC for a day trip (possibly by Acela) and avoid the expense of a night's stay.

*** For those coming from New Jersey: The hotel is just one block from Penn Station (NJ Transit) and across the street from the PATH Station.

*** For those coming from Long Island: The hotel is just one block from Penn Station/LIRR.

*** For those coming from Connecticut/upstate NY: The hotel is a 15-minute walk (or a 5-minute cab ride) from Grand Central Terminal.

*** For those coming from Bronx, Brooklyn, Manhattan, Queens, Staten Island: The hotel is right atop the 34th Street Herald Square station served by the B, D, F, N, Q, R, V and W lines (the 1, 2 and 3 lines are just a block away, and the 6 line is 3 blocks away).

Material included in the registration price is Immigration Options For Investors and Entrepreneurs Edited by Lincoln Stone

Cancellation/Return/Shipping Policy
Workshop Package - CLOSED 
New York, NY: December 7, 2007 - 8:30am to 5pm.
Includes continental breakfast, sit-down lunch & coffee breaks.



ILW.COM is pleased to provide ONE complimentary seat for The Investor Visas Workshop to a non-profit organization on a first-come, first-serve basis. Attendee must be a Licensed Attorney . Please note you will be requested to submit proof of your NGO status. To avail of this opportunity, please write to

If you prefer to sign up by mail or fax click here for the order form

Disclaimer: participation in this workshop does not create an attorney-client relationship with the speakers