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Investor Options For Beginners

Speakers: Edward Carroll, Henry Chang, Robert Gaffney, Barry Gleen, Carolyn Lee, Susan Pilcher and Richard Sindelar

Available on CD

Seminar Outline Speaker bios Testimonials REGISTER NOW!

Each call features an hour of analysis, strategy and practice tips, followed by 30 minutes of questions and answers from participants. MCLE Credits for CA.


FIRST Phone Session on February 26: Options for Entrepreneurs

  • H-1B Beneficiary Ownership
  • L-1 & E-2 A Comparison
  • LPR Extraordinary Ability
  • LPR Multi-National Executives and Managers

SECOND Phone Session on March 26: Comparing E-2 and EB-5 Investments

  • Amount of Investment
  • Type of Investment
  • Employment Creation
  • Source of Funds
  • Risk
  • Involvement of the Investor
  • Timing

THIRD Phone Session on April 30: EB-5: Individual v. Regional Center Cases

  • Commercial Enterprise
  • Employment Creation
  • Management / Role of Investor
  • Amount of Investment
  • Source of Funds
  • Removal of Conditions

Citations for Session 1       


Edward Carroll (Discussion Leader) is a graduate of S.U.N.Y.-Binghamton (B.A. 1966) and Brooklyn Law School (J.D. 1969) and was admitted to the Bar in N.Y.S. in 1969 and in Vermont in 1974. Articles authored by Mr. Carroll have appeared in publications of the American Immigration Lawyers Association, the American Bar Association, the Vermont Bar Association and in Canadian publications. Mr. Carroll has served the American Immigration Lawyers Association as a member of the Permanent Immigration Policy Committee, the Investor (EB-5) Committee and the Border Security Issues Committee, the Admissions & Interior Enforcement Committee and as Co-Chair of the Liaison Committee to the Vermont Service Center. He has also been liaison to CIS, CBP and DOL offices in Vermont for AILA's New England Chapter. He was Vice-Chair, of the ABA Immigration Law Committee, General Practice Section, 1994 - 2001. Mr. Carroll is a frequent presenter on U.S. immigration law to legal and business groups in the U.S. and Canada and at AILA conferences. He has taught immigration law to INS employees at the Vermont Service Center. He has been a commentator for radio and television on immigration issues. Mr. Carroll is listed in Best Lawyers in America.

Henry Chang is an attorney at the Law Firm of Chang & Boos. Mr. Chang obtained his law degree from Osgoode Hall Law School in 1990. He is a member of both The State Bar of California and The Law Society of Upper Canada ("LSUC"). Mr. Chang is also licensed as a Foreign Legal Consultant by the Law Society of Upper Canada, which is a requirement for all Ontario lawyers who provide advice on the law of a foreign jurisdiction. A recognized authority in the field of United States and Canadian immigration law, Mr. Chang lectures extensively on the subject of cross-border mobility law in both the United States and Canada. His articles have appeared in numerous nationally- and internationally-recognized publications. A partial list of recent publications and speaking engagements appears below. Mr. Chang also mentors other lawyers in the practice of immigration law in the United States and Canada.

Robert P. Gaffney received his Juris Doctor Degree from University of California, Hastings College of the Law and was admitted to the bar in 1980. Mr. Gaffney is a Specialist in Immigration and Nationality Law. He is a long-standing member of the Immigration and Nationality Law panel of the Lawyer Referral Service of the San Francisco Bar Association. Through his private law practice in San Francisco, Mr. Gaffney has over 25 years of experience counseling a wide range of corporate and individual clients in areas of employment-related, investment, and family based visa and immigration matters. Mr. Gaffney has developed significant expertise representing professional employees, as well as managers and executives of multinational firms, alien entrepreneurs and skilled workers in obtaining U.S. temporary employment visas and permanent residence under the provisions of the Immigration and Nationality Act. Another area of emphasis of the firm's practice is the processing of "national interest" waivers on behalf of exceptional artists and persons with advanced degrees.

Barry Gleen is of counsel at Akerman Senterfitt, Attorneys at Law. Mr. Gleen has more than twenty years' experience practicing immigration law. He specializes in obtaining both temporary (E, H, L, and O) and permanent visas (green cards), for both individuals and employees of the firm's clients. He represents entertainment conglomerates, drug and pharmaceutical companies, perfume manufacturers, investment banks, and engineering companies, to name a few. He is a member of the American Immigration Lawyers Association, serving as Chair of its Corporate Practice Committee from 2002-2003 and during its present (2008-2009) session. He has lectured widely abroad on US immigration matters and is a frequent participant in the "Ask the Experts" programs sponsored by AILA. He is fluent in French and Spanish, having received a diploma from the French Study Institute of the University of Grenoble.

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

Susan Pilcher joined Carroll & Scribner as Of Counsel in January 2007 after six years with a prominent Burlington, Vermont commercial law firm, where Ms. Pilcher's business practice focused on immigration, intellectual property, health care and commercial litigation. Having provided leadership and management of her former firm's immigration practice since 2003, she honed her expertise with successful adjudication in broad range of immigration matters, including H-1B, L, TN, H-2B, E, O, J-1 waivers (physician and no objection), B-1/B-2 (including in lieu of H-1B), F-1, PERM, EB-1, EB-2, EB-3, EB-5, VAWA, K-1, K-3, and family-based matters of all kinds. She has represented businesses before ICE in worksite enforcement matters, conducted I-9 audits, and provided in-house training on employment authorization and related matters. She has extensive experience with consular processing, border practice, and local adjudications. Ms. Pilcher has published and lectured extensively on a variety of topics, including immigration law, environmental and agricultural law, criminal law, and legal practice techniques.

Richard Sindelar is an attorney at the law firm of Jackson Walker. Mr. Sindelar's experience includes a wide variety of investment visa matters under bilateral treaties as well as representation of individuals and companies seeking EB-5 immigrant investor status, including through the USCIS's "Regional Center" investor pilot program, which allows foreign investors immigration status for making investments in targeted new U.S. employment centers; representation of multinational companies in a full range of employment immigration matters and advisory assistance; energy industry immigration issues, including Outercontinental Shelf (OCS) exemptions from the U.S Coast Guard; and the shipping industry. From 1991 to 1994, he was Deputy Director of the Office of Near East and South Asia Analysis in the Department's Bureau of Intelligence and Research and from 1994 to 1995, he was Deputy U.S. Consul General in Monterrey, Mexico. Mr. Sindelar received his B.S.F.S. degree from Georgetown University in 1971 and served as a Foreign Service Officer with the U.S. State Department from 1973 to 1995. While with the State Department, he received his J.D. degree from Georgetown University in 1983, where he was a member of the Georgetown Law Journal and he wrote the chapter on "Right to Counsel" for the Georgetown Law Journal's Criminal Procedure Project.


50% discount to attorneys working for a non-profit organization
50% discount to any attorney employed by any government agency
50% discount to an attorney that is unemployed

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Cancellation/Return/Shipping Policy
$199 Seminar Package 
Includes all three dates:
Audio CD of Thur, Feb 26, 2009 (90 Minutes)
Audio CD of Thur, Mar 26, 2009 (90 Minutes)
Audio CD of Thur, Apr 30, 2009 (90 Minutes)

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Disclaimer: Participation in this seminar does not create an attorney-client relationship with the speakers