Wild Dunes Resort, Isle of Palms, SC
September 21, 2022 - September 23, 2022
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, 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 |
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.
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.
Ampfield Management
Corry Capital Advisors
EVESTMENT
Halley Venture Partners
Interactive Brokers
Makalu Fund Management
Measure 8 Venture Partners
Naylor & Company Investments, LLC
Resource Royalty
Jefferies, LLC
OpEff
TriNet
WithumSmith+Brown
Opus Fund Services
Horizon Real Estate Group
Virtus Partners LLC
Enfusion
Quadratic, LLC