Episode 10: Interview with President of EB-5 Investment Advisory Firm Peyman Attari

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Show Notes

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

About Peyman Attari


A seasoned investment professional, Mr. Attari’s 30-year career spans multiple financial asset classes from international equities to fixed income to real estate. Before starting AISA, he was a commercial real estate investor in the mid-west through his company Ambrose Property Holdings.  Prior to moving to Kentucky, Mr. Attari spent a total of 9 years at Deutsche Bank, in the emerging markets division. Initially he was based in New York and then in London where he was the head of Europe, Middle East, Africa equity research, leading a previously unranked team to a global top 3 ranking. Mr. Attari has also held senior positions at Jesup and Lamont International / Euro Suisse Securities in London and was the co-founder and Managing Director of Saicor Securities in New York, a boutique investment bank specializing in Southern African investments. Born in Iran, raised in the United Kingdom, he received a BSc Honors degree from Imperial College London, and is an Associate of the Royal School of Mines.

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