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 February 3, 2020
| 6:30am |
Exhibit Set-Up |
| 7:00am |
Registration/Information Desk Opens |
| 7:30am |
Continental Breakfast Sponsored by Duane Morris |
| 8:15am |
Chair Welcoming Remarks Craig Bernstein, Managing Partner, OPZ Bernstein |
| 8:30am |
Opportunity Zones 101
Moderator
Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory
Panelists
Wayne Yi, Head of Research, Massey, Quick & Co. LLC (MFO) Steven Adler, Managing Director, Meridian Capital Group Brian Newman, CPA, Partner, Practice Leader, Federal Tax Services, CohnReznick Tai Cooper, Managing Director – Policy & Advocacy, New Jersey Economic Development Authority |
| 9:15am |
Structuring and Fundraising a Qualified Opportunity Zone Fund
Moderator
Brandon Lacoff, CEO & Founder, Belpointe Public Opportunity Zone REIT
Panelists
Jide Famuagun, CEO, Alpha Capital Partners Brett S. Messing, Partner, President, Skybridge Capital, LLC Steve Glickman, Founder and Chief Executive Officer, Develop LLC Tony Barkan, CEO, Co-Managing Principal, Allagash Opportunity Zone Partners Sean Morris, Managing Director, Partner & Co-Investor Relations, CIM Group |
| 10:15am |
Networking Refreshment Break Sponsored by Griffin Capital Securities |
| 10:30am |
Understanding the Legal Framework and Tax Incentives
Moderator
Carolyn Kim Allwin, Managing Director, Elysian Advisers
Panelists
Abe Schlisselfeld, CPA, EA, Co-Partner-in-Charge of the Real Estate Group, Marks Paneth LLP Timothy Pollock, Vice President, Sixty West, LLC Michael J. Novogradac, Managing Partner, Novogradac & Company LLP Jessica Millett, Partner, Tax Co-Chair, Duval & Stachenfeld LLP |
| 11:15am |
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 |
| 11:35am |
Factors to Consider in Choosing the Right Fund for Your Clients
Presented by
Mark Goldberg, Chief Executive Officer, Griffin Capital Securities, LLC |
| 11:55am |
Startups and Other Operating Businesses in Opportunity Zones
Presented by
Dan Flanigan, New York Office Managing Partner, POLSINELLI |
| 12:15pm |
Networking Luncheon Sponsored by CIM Group |
| 1:30pm |
Keynote Presentation Opportunity Zones and The Road Beyond
Presented by
Don Peebles, Founder, Chairman and CEO, The Peebles Corporation |
| 2:00pm |
Due Diligence and Risk Management
Moderator
Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO)
Panelists
Kyla Ehrisman, Associate, Mick Law PC Ernest Liebre, Senior Vice President & Financial Advisor, Captrust Nina Streeter, Director, Asset Management, Abbot Downing (MFO) |
| 2:45pm |
Examining Different Opportunity Zone Deals
Moderator
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Panelists
Craig Bernstein, Managing Partner, OPZ Bernstein Brett Johnson, Founder/Partner, Fortuitous Partners Avy Stein, Founder and Co-Chairman, Cresset Capital Management (MFO) Pitichoke Chulapamornsri, VP of Strategic Projects, Crop One Holdings |
| 3:30pm |
Networking Refreshment Break Sponsored by POLSINELLI |
| 4:00pm |
Private Capital – Benefits and Considerations for Private High Net Worth Investors & Family Offices
Moderator
Eric Stephenson, Director, Align Impact | Co-Chair, Cordes Foundation
Panelists
Adam Goodfriend, CIO, Alberleen Family Office Solutions (SFO) Harold Hughes, Board Chair of Endowment, St. Johns College Prashant Doshi, Founder, Shreem, LLC Kamil Homsi, CCIM, Founder & CEO, GRC Investments Group |
| 4:45pm |
Looking Ahead: The Future of Opportunity Zones
Moderator
Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Tim Ruxton, Director, Cortland Capital Market Services LLC Ralph Dickerson, Director, Strategic & Alternative Investments, City of Atlanta Jennifer Collins, Fellow in Residence, Beeck Center for Social Impact + Innovation, Georgetown University Chris Milner, Head of Investment Management, Cantor Fitzgerald, L.P. |
| 5:30pm |
Chair Closing Remarks Craig Bernstein, Managing Partner, OPZ Bernstein |
| 5:45pm |
Cocktail Reception Sponsored by Cantor Fitzgerald |
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
