USAdvisors very own Michael Gibson, will be hosting a phone seminar this coming Thursday June 9, to discuss what constitutes a successful EB-5 investment. Thursdays session will be the third and final part of the EB5 For Experts seminar titled Valuation and Risk. Industry experts are invited to call in to participate in the phone session.
The seminar will examine the factors that improve the EB-5 success rate for immigrant investors. Gibson will be accompanied by two other knowledgeable speakers; Michael J. Mard, principal of The Financial Valuation Group of Florida, Inc., and Don Wisehart, of The Financial Valuation Group.
The seminar will tackle topics such as how to make good investment valuations and the role that management interviews play in the valuation process. A detailed comparison of privately-held v. publicly-held companies is to be presented, in addition to other major investment topics such as risk v. return. Factors such as company size, management and competition will also be important topics for discussion. In addition to this, Gibson plans to include the role capital, debt and equity plays in the EB-5 investment program, as well as other factors that are vital to recognizing a good investment opportunity from a bad one.
One discussion expected to offer a unique perspective of the EB-5 program will be the topic of foreign investor perception of U.S. companies, in contrast to how the U.S. perceives its own companies.
Following the seminars analysis of the EB-5 investment program, the discussion will open up to a questions and answers session for participating callers.
EB5 For Experts
Speakers: Michael Gibson, Joseph Bartlett, Ignacio A. Donoso, Michael Homeier, H. Ronald Klasko, Michael J. Mard, Donald P. Wisehart
THIRD Phone Session on June 9: Valuation & Risk
What factors improve the chance of success in an EB-5 investment, the roles of capital, debt and equity, cash flow and what other factors are critical to making an informed decision in assessing the strength and weakness of the offering.
- Standards of value ? define, compare, contrast, and discuss importance.
- Valuation process and how it differs for business val, M&A, and audit work.
- The critical nature of the management interview in performing good valuations and making good investment decisions in non-public companies.
- Further ?privately-held v. publicly-held company? valuation issues.
- Risk and return (Sources for each and the need to remember both risk and return when valuing companies; Qualitative assessments; Quantitative methods; Company-specific risk, its nature, sources, and effects on value [Company size; Role of management, competition, the market])
- Capital structure and its effects on value.
- How international investors price/perceive value of U.S. companies v. how U.S. investors price/perceive value of the same U.S. companies.