Opportunity Zones Forum 2019

Crowne Plaza Times Square Manhattan, New York City
June 3, 2019

9 days left

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

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

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

1star
Crowne Plaza Times Square Manhattan
1605 Broadway, New York, NY 10019


Rooms Rates
Traditional King $249
Traditional Double/Double $269
* Rates are exclusive of appropriate state and local taxes, fees and assessments, currently 8.875% sales tax, 5.875% occupancy tax, and $3.50 per room per night occupancy tax for standard rooms and are subject to change without notice.

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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Conference Chair

Presented by

Craig Bernstein, Managing Partner, OPZ Bernstein

Opportunity Knocks – The Yellow Brick Road to Emerald City or Fool’s Gold and a Recipe for Disaster?

Presented by

Brad A. Molotsky, Partner; Co-Head, Opportunity Zones Initiative; Team Lead, Project Development/P3 Industry Team, Duane Morris LLP

Opportunity Zones & The Road Beyond

Presented by

Don Peebles, Founder, Chairman and CEO, The Peebles Corporation

Startups and Other Operating Businesses in Opportunity Zones

Presented by

Dan Flanigan, New York Office Managing Partner, POLSINELLI

Factors to Consider in Choosing the Right Fund for Your Clients

Presented by

Mark Goldberg, Chief Executive Officer, Griffin Capital Securities, LLC

Panelist

Presented by

Ralph Dickerson, Director, Strategic & Alternative Investments, City of Atlanta

Panelist

Presented by

Jennifer Collins, Fellow in Residence, Beeck Center for Social Impact + Innovation, Georgetown University

Panelist

Presented by

Michael J. Novogradac, Managing Partner, Novogradac & Company LLP

  • 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