Opportunity Zones Forum 2022

Wild Dunes Resort, Isle of Palms, SC
September 21, 2022 - September 23, 2022

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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.

Current as of September 19, 2022

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

-->Wild Dunes Resort
Isle of Palms, SC" data-x="" data-y="">
4star
Wild Dunes Resort
Isle of Palms, SC


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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