Opportunity Zones Forum 2019

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

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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 June 3, 2019

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

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