Calendar

Mar
12
Tue
Inaugural Opportunity Zones Forum @ The Union League Club
Mar 12 all-day

This one day conference will unpack the exciting new community development program established by Congress in the Tax Cuts and Jobs Act of 2017.

Qualified Opportunity Zones (QOZs) are designed to encourage long-term investments in low-income urban and rural communities nationwide. Naturally, there are many questions surrounding how the program will work and how commercial real estate developers, private equity firms, institutional investors and their legal & tax advisers can tap into these new tax-advantaged investments.

Our forum will look to explain this new program from the following perspectives:

• Legal & Regulatory Considerations
• Tax and Accounting Implications
• Investment & Community Impact
• Deal Flow & Fund Structuring
• Market Selection & LP Relations
• Risk/Rewards & Deal Due Diligence

Leaning on IMN’s longstanding history of providing the real estate and investment management worlds with thorough, cutting-edge programs dedicated to thought leadership and business development, this conference will provide attendees with a truly unique look inside the new opportunity zones legislation, and we invite you to join us in March!

Mar
13
Wed
Jackson Hole Investors Summit @ Four Seasons Resort
Mar 13 – Mar 15 all-day

About the Event

The Jackson Hole Investor Summit is a multi-asset class symposium that brings together high-quality alternative investment managers and an invite-only group of family office professionals and high net worth individuals at the base of America’s finest ski and snowboard resort.

Why Attend

The summit is an opportunity to hear the latest trends from experienced alternative managers across the liquidity spectrum while networking with other sophisticated investors at several exclusively curated pre and post conference events.

Distinguished Keynote Speaker

As a Navy SEAL for fourteen years, our Speaker is a true American hero who has participated in hundreds of missions around the globe and has earned a Silver Star, a Purple Heart, five Bronze Stars with Valor and many other honors.

For security reasons we are not able to discuss his identity prior to the event, and no cell phone use or photography will be allowed during the presentation. We are excited to share this opportunity with you and hope you are able to attend.

Just In Time: Qualified Opportunity Zone @ Greenberg Traurig, Northern Virginia Office
Mar 13 @ –

Did you know that the most recent tax legislation allows for robust tax benefits when investing in QOZ? If you’ve recently sold your company or investment for a sizable capital gain, investing in a Qualified Opportunity Fund can be an effective strategy to reduce the upcoming tax bill by deferring the gain. But timing is crucial as the tax benefits are tied to a 180-day window to invest in an Opportunity Zone Fund. Please join Greenberg Traurig and Morgan Stanley as our panel of experts discusses the “real time” and “real deal” issues of Qualified Opportunity Zones.

Presenters

Kyle Walker
NewGen Worldwide
Principal, CEO
Jim Lang
Greenberg Traurig
Shareholder
Peter Russo
Morgan Stanley
Financial Advisor
.
Moderator
Lucy S. Lee
Greenberg Traurig
Shareholder
Mar
20
Wed
Washington, D.C. Opportunity Zones Summit @ The Hamilton Live!
Mar 20 @ –

Overview

Hear from experts and innovators about all aspects of Opportunity Zones, the community development incentive brought about by the Tax Cuts and Jobs Act of 2017. Our agenda includes topics on current issues and best practices for the Opportunity Zones program.

Program Schedule

2:00 p.m. – 2:10 p.m. | Welcome
Wes Hudson | Partner, National Leader – Opportunity Zone Services, Cherry Bekaert LLP

2:10 p.m. – 3:00 p.m. | Panel 1

OZ 201: Beyond the Basics, Opportunities and Challenges of IRS Guidance

Moderator: Rick Schneider | Partner, Cherry Bekaert LLP
Corenia Riley Burlingame | Counsel, Miles & Stockbridge PC
Michael Elliot | Partner, Cherry Bekaert LLP
Venroy July | Principal, Miles & Stockbridge PC

3:00 p.m. – 3:50 p.m. | Panel 2

OZs in Action: Case Studies from Successful Projects

Moderator: Jerry Breed | Principal, Miles & Stockbridge PC 
Billy Huger | Managing Director, Monarch Private Capital Advisors
Emeka Moneme | Senior Vice President and Managing Director of MG Capital, Menkiti Group
Ricky Novack | Co-Founding Partner, The Strategic Group
Michael Tillman | CEO, PTM Partners, LLC

3:50 p.m. – 4:00 p.m. | Break

4:00 p.m. – 5:00 p.m. | Panel 2

Ask the Experts: Live Audience Q&A on Everything OZ

Moderator: Polly Hoxha | Manager, Cherry Bekaert LLP
Jerry Breed | Principal, Miles & Stockbridge PC
Jill Homan | President, Javelin 19 Investments, LLC
Sarah Nania | Vice President, Accounting, Fundrise, LLC
Ron Wainwright | Partner, Cherry Bekaert LLP

5:00 p.m. – 6:30 p.m. | Cocktail reception

Apr
3
Wed
Coasis Coalition Opportunity Zone SuperConference
Apr 3 – Apr 4 all-day

Coasis Coalition is an umbrella organization that offers a range of services to all entities participating or interested in participating in Opportunity Zones – investors, startups and traditional businesses, state and city governments, and public institutions. The Coasis Coalition Opportunity Zone SuperConference, which is scheduled for April 3 – 4, 2019, is the company’s inaugural conference that seeks to bring all these entities together for a 2-day event in Dallas, Texas. VIP Dinner April 2.

9 reasons to attend Coasis Coalition Opportunity Zone SuperConference

  • Learn the history and substantial tax benefits of Opportunity Zone Investments
  • Gain skills to structure Opportunity Zone Investments Funds and investments
  • Discover methods that are being used to manage tax, legal and business issues
  • Discover methods to combine other incentives with Opportunity Zone Investments
  • Investigate structures and strategies employed for Opportunity Zone Investments
  • Hear how federal, state and local regulators are leveraging Opportunity Zone Investment
  • Learn partnering techniques with NGOs and non-profits focused on Low Income Communities
  • Meet Qualified Opportunity Fund sponsors, investors and service providers
  • Network with leaders in the Opportunity Zone ecosystem

WHO WILL ATTEND

Fund managers, investors, developers, attorneys, finance & accounting professionals, service providers, non-profits and economic development professionals focused on facilitating Opportunity Zone investing and improving the lives of those who live in America’s low income communities.

ABOUT THE COASIS COALITION OPPORTUNITY ZONE SUPERCONFERENCE

The Coasis Coalition Opportunity Zone SuperConference is a nationwide conference dedicated to Opportunity Zone stakeholders to be held on April 2 – 4, 2019 in the Dallas area at the Plano Event Center. The Conference provides education, networking and business development for fund managers, attorneys, and services professionals, as well as non-profits and economic development agencies within the Opportunity Zone Ecosystem. Join industry experts to expand your business network, develop your business opportunities and enhance your support of our low income communities while learning about the latest Opportunity Zone regulations, trends, fund formations, projects and services.

Apr
8
Mon
Tom Tom Summit & Festival @ Charlottesville, VA
Apr 8 – Apr 14 all-day

The Tom Tom Summit is a series of six conferences that gather civic leaders, entrepreneurs, engaged citizens, and legendary innovators to explore what makes hometowns thrive in the 21st century. These boutique conferences offer unparalleled access to today and tomorrow’s leaders in a beautiful downtown setting of galleries, theaters, restaurants, and public spaces.

HOW DO YOU BUILD
AN ENTREPRENEUR-FRIENDLY CITY?

Over the past decade, hundreds of accelerators, incubators, innovation districts, angel networks, coworking labs, and other ecosystem support organizations have sprouted in America’s small cities, all with the goal of propelling our hometowns to the forefront of innovation and economic growth. The Entrepreneurial Ecosystems Conference is a unique, daylong summit for leaders to take stock and set the stage for even greater impact through data-driven presentations and lasting alliances

Apr
9
Tue
The Real Estate Opportunity Zone Meeting @ Ritz Carlton San Francisco
Apr 9 all-day

A private gathering of Family Offices, RIAs and leading real estate investment firms focused on Qualified Opportunity Zones.

 

 

Apr
16
Tue
Urban Land Institute 2019 Spring Meeting @ Music City Center
Apr 16 – Apr 18 all-day

The ULI Spring Meeting brings together over 3,000 of the most experienced and influential executives in the industry

Every sector is represented, including residential, retail, office, industrial, and hotel/resort developments. 94% of attendees report making at least one connection that helps their business.

You will:

  • Get board-level strategies for your business.
  • Engage in candid conversations with peers.
  • Build valuable professional relationships with partners and clients.
  • Reimagine your business and capitalize on new trends.
  • Take behind-the-scenes tours in a city that has undergone significant transformation.
Oct
31
Thu
Pittsburgh Opportunity Zones – Investing in Success Workshop @ The Power Center at Duquesne University
Oct 31 @ –

Are you a Community Leader located in a Pittsburgh OZ?

OZAA is hosting a Pittsburgh Opportunity Zone (OZ) conference on November 1, 2019. In an effort to build awareness throughout the community, OZAA is hosting an informational community workshop the day before to ensure Pittsburgh communities are up to speed on OZs. Take advantage of our local leaders and industry experts. Learn about OZs, what they are, what they mean for the community, and how YOU can take advantage of them. This session will help you or your organization identify challenges in our community and assets critical to developing deals.

Not sure if you represent an OZ? Check out the OZAA map of Opportunity Zones.

NOTE: This registration is for the Workshop on October 31. For the day-long conference, register here.


What Are Opportunity Zones?

Opportunity zones can bring economic revitalization to distressed communities across the country. The 2017 Tax Cuts an Jobs Act prompted state governments to designate their opportunity zones. Once those designations were approved by federal government, investors nationwide could begin leveraging the portions of Tax Cut and Jobs Act that encourage significant investment in any opportunity zone.

The Opportunity Zone Program can become one of the nation’s greatest economic development tools–incentivizing and facilitating meaningful investments in communities that need it most. The establishment of new businesses stimulates community growth and health, particularly when local stakeholders get involved.

Developers, investors, government representatives, and community advocates play a key role in identifying strategic plans for developing these opportunity zones. As a result, the community flourishes and grows in a more deliberate, coordinated way.

Sponsorship opportunities available! Contact us for more information.

Proposed Agenda

Proposed Agenda


8:30 am
Registration & Continental Breakfast

8:30 – 9:00 am
Welcome & Opening Speaker

  • Kyle Walker, Agora ALT X & OZAA Board Chairman

9:00 – 10:30 am
Session

  • Presenter: David Weber, Policy Analyst, Public Housing Authorities
  • Presenter: Scott Shalett, Strategic Growth and Civic Engagement,  Launch Pad, Founder, OZ.Guide

10:30 – 10:45 am
Break

  • Presenter: Aaron Grau, Executive Director, OZAA

11:45  – noon
Closing Comments

  • Kyle Walker, Agora ALT X & OZAA Board Chairman

 

*DISCLAIMER: Some items subject to change. Check back for updates.


 

Thank You OZAA Roadshow Sponsors:

 

Have questions about Pittsburgh’s Opportunity Zone Catalyst Event? Contact Aaron Grau, OZAA Executive Director
Nov
1
Fri
OZAA Roadshow – Pittsburgh Opportunity Zone Catalyst Event @ The Power Center at Duquesne University
Nov 1 @ –

The Opportunity Zone Association of America (OZAA) is hosting Pittsburgh’s first OZ Catalyst Event at Duquesne University this November. We invite participants to learn more about opportunity zones and explore the region-specific opportunities that await communities, businesses, and investors alike.

Join us as we navigate through the following:

  • Learn about OZAA & how it can positively impact the region
  • Identify and hear from viable OZs in Pittsburgh
  • Listen to expert insights from national authorities & policy makers
  • Discover how OZs have improved communities nationally

Limited space is available. Register today!

What Are Opportunity Zones?

Opportunity zones can bring economic revitalization to distressed communities across the country. The 2017 Tax Cuts and Jobs Act prompted state governments to designate their opportunity zones. Once those designations were approved by federal government, investors nationwide could begin leveraging the portions of Tax Cut and Jobs Act that encourage significant investment in any opportunity zone.

The Opportunity Zone Program can become one of the nation’s greatest economic development tools–incentivizing and facilitating meaningful investments in communities that need it most. The establishment of new businesses stimulates community growth and health, particularly when local stakeholders get involved.

Developers, investors, government representatives, and community advocates play a key role in identifying strategic plans for developing these opportunity zones. As a result, the community flourishes and grows in a more deliberate, coordinated way.

Sponsorship opportunities available! Contact us for more information.

Reserve your hotel room NOW using the OZAA special pricing link with a rate of $169/per night, single/double occupancy.

*Note: the purchase of one ticket gives you access to the complete conference.


OZAA Pittsburgh Agenda

November 1


8:00 – 8:45 am
Registration & Continental Breakfast


9:00 – 9:05 am
Welcome

  • Aaron Grau, Executive Director of the Opportunity Zone Association of America


9:05 – 9:30 am
Morning Keynote

  • Keynote Introduction:  Rich Fitzgerald, County Executive, Allegheny County

  • Keynote: Dr. John Fleming, Assistant Secretary of Commerce for the Economic Development Agency, US Department of Commerce, Economic Development Administration

9:45 – 10:45 am
Panel Discussion: Public-Private Partnerships Pittsburgh Priorities & Anchor Institutions

This panel will discuss the necessary interaction between the public and private sectors, including a community’s anchor institutions, to successfully develop opportunity zones in the best interests of neighborhoods AND investors.

  • Panel Introduction: David Serafini, PNC

  • Bill Generett, Vice President for Public Outreach, Duquesne University

  • Lance Chimka, Director of Economic Development, Allegheny County

  • John Persinger, Chief Executive Officer, Erie Downtown Development Corporation

  • Kevin Progar, Program Manager, UPMC

  • Brandon Mendoza, Executive Director, NAIOP-Pittsburgh

10:45 – 11:45 am
Panel Discussion: OZAA Technicians & Solving Pittsburgh Problems

This panel will evaluate several hypothetical scenarios based on actual challenges facing the Pittsburgh opportunity zones.  The panelists will dissect the scenarios and provide their best professional/technical guidance as to how to make each one successful.

  • Panel Introduction: Presley Gillespie, Neighborhood Allies

  • Jill Homan, President, Javelin 19 Instruments

  • Steve Friedman, Director, Cohn Reznick

  • Josh Lavrinc, Partner, Callay Capital, LLC

  • Marc Schultz, Snell & Wilmer

11:45 am – 1:00 pm
Lunch and Afternoon Keynote

Deputy Secretary’s remarks will focus on her meetings at Hazelwood Green.

  • Keynote Introduction:  Jimmy Flores, Qualytics

  • Karen Dunn Kelley, Deputy Secretary, US Department of Commerce

1:15 – 2:30 pm
Panel Discussion:  Qualified Opportunity Funds & Pittsburgh Strategies

This panel will explore best practices and successful outcomes from the investor and qualified opportunity fund perspective.  What are funds looking for? How are funds different from one another? What creative strategies may a fund employ to successfully and meaningfully execute an OZ project?

  • Panel Introduction: Mekeal Treshome, FED Pittsburgh Branch

  • Kyle Walker, Managing Partner, Agora Alt X

  • David Serafini, Senior Vice President Market Manager, PNC Bank

  • Jide Famuagun, President, Alpha Capital Partners

  • Scott Shalett, Strategic Growth and Civic Engagement, Launch Pad Founder, OZ Guide
  • Jonathan Tower, Vice President, Arctaris Impact Fund

2:30 – 3:30 pm
Fireside Chat Focused on Community Best Practices & Success

The final panel of the day is a “Fireside Chat” with one of the country’s leading opportunity zone thought leaders. Officer for “Invest Atlanta.” His conversation with OZAA Board Chairman, Kyle Walker, will reemphasize and bring the day full circle to a more in-depth conversation of the necessary interaction between the public and private sectors. Mr. Smith will share his views about what is driving Atlanta’s success and the demand for economic mobility and equitable outcomes.

  • Panel Introduction:  Jide Famuagun, Alpha Capital Partners
  • Kyle Walker, Managing Partner, Agora Alt X
  • Ed Smith, Chief Opportunity Zone Officer, Invest Atlanta

3:30 – 4:00pm
Closing Remarks

  • Mick Cornett, Former President, National Conference of Mayors

4:15 – 6:00 pm
Networking & Reception

*DISCLAIMER: Some items subject to change. Check back for updates.


 

Are you a Community Leader Representing a Pittsburgh OZ?

OZAA is hosting a pre-conference session on October 31 specific to community leaders throughout Pittsburgh. We will educate you on the details you need to know about Opportunity Zones, including what they are, what they mean for your community, and how you can take advantage. This session will help you identify your community challenges and assets important to developing deals. Attend our Community Workshop pre-conference. Meet local leaders, and industry experts.

Register for the workshop seprarately online at: pghworkshop.ozaa.org.

Not sure if you represent an OZ? Check out the OZAA map of Opportunity Zones.

 


 

Thank You OZAA Roadshow Sponsors: