Opportunity Zones Forum 2019
Crowne Plaza Times Square Manhattan, New York City
June 3, 2019
Coming off the US government’s newly created Opportunity Zone (or OZ) program, created as part of the 2017 Tax Cuts and Jobs Act, Opal will bring together top tier experts, influencers, and investors of this area for dynamic discussions. We will examine the importance of the program and its impact on low-income and distressed communities.
The program will discuss how this program is encouraging long-term private sector investments in low-income urban and rural communities nationwide. Not only will this event explore the OZ investment process and regulations, but the forum will also explore current opportunities of the program and future potential implications of investing through Qualified Opportunity Zones.
To request our current agenda, participant list and sponsors
Speaker List Current as of May 24, 2019
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Notable Speakers
Conference Chair
Craig Bernstein, Managing Partner, OPZ Bernstein Brad A. Molotsky, Partner; Co-Head, Opportunity Zones Initiative; Team Lead, Project Development/P3 Industry Team, Duane Morris LLP Don Peebles, Founder, Chairman and CEO, The Peebles Corporation Dan Flanigan, New York Office Managing Partner, POLSINELLI Ralph Dickerson, Director, Strategic & Alternative Investments, City of Atlanta Jennifer Collins, Fellow in Residence, Beeck Center for Social Impact + Innovation, Georgetown University Michael J. Novogradac, Managing Partner, Novogradac & Company LLP Mark Goldberg, Chief Executive Officer, Griffin Capital Securities, LLC |
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Speakers Timothy Pollock, Vice President, Sixty West, LLC Steven Adler, Managing Director, Meridian Capital Group Tim Ruxton, Director, Cortland Capital Market Services LLC Brett Johnson, Founder/Partner, Fortuitous Partners Pitichoke Chulapamornsri, VP of Strategic Projects, Crop One Holdings Wayne Yi, Head of Research, Massey, Quick & Co. LLC (MFO) Brian Newman, CPA, Partner, Practice Leader, Federal Tax Services, CohnReznick Jide Famuagun, CEO, Alpha Capital Partners Brett S. Messing, Partner, President, Skybridge Capital, LLC Abe Schlisselfeld, CPA, EA, Co-Partner-in-Charge of the Real Estate Group, Marks Paneth LLP Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO) Ernest Liebre, Senior Vice President & Financial Advisor, Captrust Nina Streeter, Director, Asset Management, Abbot Downing (MFO) Richard Zimmerman, Advisor, WE Family Offices (MFO) Avy Stein, Founder and Co-Chairman, Cresset Capital Management (MFO) Eric Stephenson, Director, Align Impact | Co-Chair, Cordes Foundation Adam Goodfriend, CIO, Alberleen Family Office Solutions (SFO) Harold Hughes, Board Chair of Endowment, St. Johns College Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy Steve Glickman, Founder and Chief Executive Officer, Develop LLC Kyla Ehrisman, Associate, Mick Law PC Kamil Homsi, CCIM, Founder & CEO, GRC Investments Group Chris Milner, Head of Investment Management, Cantor Fitzgerald, L.P. Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group Tony Barkan, CEO, Co-Managing Principal, Allagash Opportunity Zone Partners Jessica Millett, Partner, Duval & Stachenfeld LLP |
1605 Broadway, New York, NY 10019
| Rooms | Rates |
|---|---|
| Traditional King | $249 |
| Traditional Double/Double | $269 |
Friday & Saturday (May 31 & June 1) are available at a $279++ rate. Tuesday, June 4th and beyond is available at a $329++ rate
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Fund Manager/Service Provider/Developer/Property Manager | $1,495 |
| Investor/Allocator | Complimentary* |
*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.
- Opportunity Zones 101
- Benefits for Private High Net Worth Investors & Family Offices
- Structuring & Fundraising a Qualified Opportunity Zone Fund
- Understanding the Legal Framework & Tax Incentives
- Due Diligence and Risk Management
- Opportunity Zones: Success Stories
- Looking Ahead: The Future of Opportunity Zones
- Examining Industrial Deals and Multi-Family Deals
- Private Placement Memorandums and Risk Factors
- Private Investors
- Family Offices
- Private HNWI
- Law Firms
- Fund Managers
- Asset Managers
- Consultants
- Developers
