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Obtaining a Green Card Through an EB-5 Investment

Obtaining a Green Card Through an EB-5 Investment

The EB-5 visa program provides an expedited way for qualified foreign investors to obtain a U.S. Green Card through investments that support job creation. Investors who receive a Green Card through the EB-5 program are permitted to work and live anywhere in the U.S. and can travel to and from the country without a visa. But, before they can apply, they must invest in a job-creating enterprise....

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Mastering Private Investing The “Right” Way

Mastering Private Investing The “Right” Way

When planning to go grocery shopping, the odds of producing a memorable feast go up sharply when you’ve planned ahead.  A recipe, whether for meal prep or investing, can increase your chances of success.  As more and more people seek alternative ways to grow their wealth, direct private investments offer exciting opportunities for accredited investors to “enhance their diet” by selecting...

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Why Carofin?

Why Carofin?

Any organization, if it’s destined to last, needs a leader who, as the saying goes, can’t lead from the rear. This article, taken from a wide-ranging conversation between Matt Brown and Bruce Roberts, Carofin’s CEO, from the Direct Private Investments Show, talks about leadership, Carofin’s origins, the evolution of commercial banking and venture capital, and touches on the reasons investors and issuers come to Carofin. You can watch the video above.

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Private Placement Investment Considerations

Private Placement Investment Considerations

The following provides general background on, and underscores certain risks to Investors associated with, Private Placements. Private Offerings can be purchased directly from the Issuer of the Security during the Offering period or through an agented, “best efforts” process managed by a FINRA-registered Broker-Dealer acting as a Placement Agent.  Under U.S. law, other than the Issuer, only...

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Alternative Investments: Common Challenges to Know Before Investing

Alternative Investments: Common Challenges to Know Before Investing

We get calls every week about another alternative investment opportunity. Maybe you do, too. Before investing in alternative investments, it might help to understand certain limitations and challenges in doing so. Complexity of Alternative Investments:  Alternative investments are not cookie-cutter securities.  Yes, on the surface, they might appear similar.  But each offering can be complex on...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.