Opportunity Zones Forum 2022 - September 21-23, 2022

Conference Details
Speakers & Agenda
Hotel Information
Registration Pricing

As the Opportunity Zone (or OZ) program, created tax incentives for making investments in low-income communities, as part of the 2017 Tax Cuts and Jobs Act, legislation has since evolved through original sunset provisions and further guidance by the U.S. Government. These incentives, collectively referred to as the Opportunity Zone program, allow investors selling appreciated securities or other investment property to defer tax on those gains to the extent that the proceeds are reinvested in a Qualified Opportunity Fund.

The Opportunity Zones Forum will discuss how the OZ 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. Opal will bring together top tier experts, influencers, and investors focused on Opportunity Zones to discuss the importance of the program and its impact to encourage development within communities.

11:00am	Exhibit Set-Up / Registration / Information Desk Opens
12:55pm	Welcoming Remarks
1:00pm	Opportunity Zones 101 Moderator Shay Hawkins, Chairman and CEO, Opportunity Funds Association Panelists Mark Elliott, Managing Partner, SC Opportunity Fund, LLC Emily Lavery, Vice President, Bernstein Private Wealth Management Brad A. Molotsky, LEED AP O+M, Partner, Duane Morris LLP
1:40pm	Fireside Chat & Case Study Opportunity Zones Project in Charleston, SC – Examining The Charleston Tech Center Presented by Alyssa Richardson, Deputy Chief of Staff, Office of US Senator Tim Scott John Hand, Founder and Managing Partner, Iron Bridge Capital Partners, LLC
2:00pm	Structuring and Fundraising a Qualified Opportunity Zone Fund + Starting a Business within an Opportunity Zone Moderator David Sillaman, CEO, EazyDoIt Panelists Sage Alexander, CEO, Leafwise Ltd. Tony Riggs, Fund Manager, OZ Growth Fund
2:40pm	Networking Refreshment Break Sponsored by: Leafwise
3:10pm	Examining Different Opportunity Zone Deals and Their Impact Moderator Kamil Homsi, Founder & CEO, GRC Investment Group (Dubai) (SFO) Panelists Jonathan Tower, Managing Partner, Arctaris Impact Fund Michael O'Mara, President, Ozone Capital Markets
3:50pm	Private Capital – Benefits and Considerations for Private High Net Worth Investors & Family Offices Using OZ’s Moderator Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Panelists Biff Pusey, Member, CrossGrain Family Investments Dino Christoforakis, Founder & Managing Principal, Vential Investments
4:30pm	Cocktail Reception

8:30am	Registration/Information Desk Opens
8:30am	Continental Breakfast Sponsored by: Carofin, LLC
9:35am	Welcoming Remarks
9:40am	Washington and State Level Report on Opportunity Zones Moderator Mark Elliott, Managing Partner, SC Opportunity Fund, LLC Panelists Marvin R. Pendarvis, Esq., South Carolina State Representative, House District 113, Charleston and Dorchester Counties Peggy Mclean, Director, Integrated Rural Strategies, South Carolina Department of Commerce Paul Strauss, United States Senator (Shadow), District of Columbia
10:20am	Understanding the Legal Framework and Tax Incentives Moderator David Sillaman, CEO, EazyDoIt Panelists Kyla Ehrisman, Attorney, Mick Law P.C. L.L.O. Daniel Ryan, Partner, Sullivan & Worcester LLP
11:00am	Private Markets Investment Forum Allocator Roundtable Discussion Moderator Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO) Panelist Biff Pusey, Member, CrossGrain Family Investments
11:40am	Private Markets Investment Forum Private Debt & Credit Investment Strategies Moderator Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation \| SBA Panelists TBA, Altriarch Capital Management Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
12:10pm	Private Markets Investment Forum Building Next-Generation Immunotherapies and Investor Value Presented by Gary Gentges, SVP, Kineta, Inc.
12:20pm	Networking Luncheon
1:30pm	An Opportunity Zones Case Study: Erie, Pennsylvania Presented by Jonathan Tower, Managing Partner, Arctaris Impact Fund Bob McNutt, Corporate Treasurer, Erie Insurance Group
1:50pm	Private Markets Investment Forum Direct Investing & the Advantages of the Inflation Reduction Act Presented by Bruce Roberts, CEO, Carofin, LLC
2:10pm	Private Markets Investment Forum Private Equity & Venture Capital – Value, Opportunistic Investing and Turnarounds Moderator Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Panelists Scott Smith, Director, Foundation For a Better Economy Dino Christoforakis, Founder & Managing Principal, Vential Investments
2:50pm	Private Markets Investment Forum Examining Energy & Real Assets During Geopolitical & Economic Uncertainty Moderator Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) Panelists Jon Jones, Managing Partner, Leafwise Ltd. Chris Hare, CMgr CCMI, CEO, PRTI Inc. Iva Kaufman, Founder, Iva Kaufman Associates
3:20pm	Networking Refreshment Break
3:40pm	Private Markets Investment Forum Due Diligence, Deal Making & Risk Management: How Has Inflation and Low Cap Rates Impacted the Private Markets? Moderator Biff Pusey, Member, CrossGrain Family Investments Panelists Samira Salman, Chief Operating Officer, Heathside Ventures (SFO) Bruce Roberts, CEO, Carofin, LLC Zia Sabir, VP, Business Development, Mick Law P.C.
4:20pm	Private Markets Investment Forum ESG & Impact Investing Within the Private Markets Moderator Richard Marker, Co-Director/Founder, UPenn High Impact Funder Academy \| Institute for Wise Philanthropy Panelists Stacy Haislip, Director, Portfolio Management, TAG Associates Francie Heller, Chairperson, Investment Committee, Furman University Endowment Margaret Gifford, Co-Founder & Chief Impact Investment Officer, Abundance Capital Bryan Prohm, Executive Vice President, Ozone Capital Markets
5:00pm	Cocktail Reception

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Wild Dunes Resort
Isle of Palms, SC

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	Rate
Room	$309*

* Excluding a 14% sales and accommodations tax, 12% Resort Services Fee, and a $2.00 Charleston County destination fee (taxable).

NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Registration Pricing

	Standard Rate
Fund Manager/Service Provider/Developer/Property Manager	$2,495
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 3rd 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

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Investor Breakdown

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Kudos on the excellent summit on Emerging Managers. The topics were diverse and of interest, panelists were impressive and the flow of the event kept me stimulated throughout. Unknown

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