Opportunity Zones Forum 2022

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

43 days left

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.

To request our current agenda, participant list and sponsors

Current as of September 16, 2021

(Schedule Times are in EDT)


Exhibit Set-Up / Registration Desk Opens


Networking Coffee & Breakfast


Opening Remarks


LP and Consultant Perspective on the Emerging Manager Market


James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)


Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Misha Malyshev, Founder & CEO, Teza Technologies

Joshua Segel, Director, Allianz Capital Partners

Rosemary Sagar CFA, Chief Investment Officer, Kingdon Foundation, Kingdon Capital Management LLC


Diversity Drivers: How Increased Diversity within a Firm Can Increase Both Returns and Market Competitiveness


Barbara Doran, Trustee, Pennsylvania State University


Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Zack Ellison, Managing General Partner, Applied Real Intelligence LLC

Barry Johnson, Chairman, Founder, Bedowin360 Capital


Generating Alpha Through the Public Markets & Equity Strategies


Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System


Collin McBirney, Portfolio Manager, Topline Capital Management

Maribeth Holland, CIO and Portfolio Manager, Sutton Place Capital Management LLC


Beyond Bricks & Mortar: Modiv and The Future of Real Estate Investing

Presented by

Aaron Halfacre, CEO, Modiv


Networking Lunch


Non-Correlated/Niche Strategies


Matthew Wosk, Founder, Partner, and Chief Executive Officer, Proficio Capital Partners (MFO)


Chris Goodwin, Managing Director, Star Mountain Capital

Geoff Dover, President & Chief Investment Officer, Heirloom Investment Management

Bill Yuen, CEO, Brickell Key Asset Management

Zach Resnick, Managing Partner, Unbounded Capital

Cindy Chen Delano, Partner, Invictus Global Management


Pinpointing Trends – Emerging Venture Capital


Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office


Brynne Kennedy, Partner, BCP Blitz

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Oksana Malysheva, Partner, Sputnik ATX

Tracy Deforge, CEO & Founder, The Players' Impact


Innovating for Innovation

Presented by

Charles Sidman, Managing Partner, ECS Capital Partners


Keynote Fireside Chat


Jen Bawden, CEO, Bawden Family Office (SFO)


Bruce Galloway, Chief Investment Officer, Galloway Capital Partners, LLC


Networking Break


Post-Pandemic Investor Due Diligence Considerations & Asset Raising Tips for Emerging Managers


Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)


Premal Amin, Interim Fund Administrator, Austin Fire Fighters Relief and Retirement Fund

Chip Perkins, Founder & Managing Member, Perkins Fund Marketing LLC

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)

Anna Dayn, Managing Partner, New End


Keynote Panel

Professional Athletes and Influencers Elevate Awareness, Impact and Returns Investing in Emerging Manager Funds and Diverse-Owned Businesses

Come listen, learn and be inspired by active and former Professional Athletes and Influencers who are elevating the game for Diversity, Inclusion and Equality through emerging funds, venture investing and business ventures.


Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors


Garrick Jones, Former NFL, Head of Sports Division, Athlon Family Office

Bobby Blair, Founder of LGBTQ + ETF, Former Professional Tennis Player, Renown Tennis coach

Santia Deck, Queen of Abs/multi-million professional women’s football / Founder of Tronus

Gayle Jennings-O'Byrne, Founder, WOCstar Fund


Cocktail Reception


Tapas Dinner Reception

Sponsored by: Sputnik ATX & Teza Technologies

(Schedule Times are in EDT)


Registration Desk Opens & Exhibitor Showcase


Continental Breakfast


Opening Remarks


Mission Driven Investing with Emerging Impact Funds


Joe McIntosh, Executive Director, Tarrant County College Foundation


David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners

Sophia Swire, Founder & Chief Executive Officer, GEDI

Barry Eugene Avery Johnson, Chairman & Founder, Bedowin360 Capital

Edward Dartley, Partner, K&L Gates

Ami Samuels, Partner, Gatewood Capital Partners LLC


Investment Styles and Strategies – Thinking Outside the Box


Mary D'Souza, CIO, Misha Investments


Boots Dunlap, CEO & Co-Founder, RRA Capital

Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO)

Sophie Durey, Venture Program Manager, Tamar Capital (SFO)

Chris Christensen, JD, MIB, CEO, iCap Equity, LLC


Operational Due Diligence & Service Provider Selection


Samira A. Salman, Founder & CEO, Salman Solutions


Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Chip Perkins, Founder & Managing Member, Perkins Fund Marketing LLC


Conference Concludes

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Wild Dunes Resort
Isle of Palms, SC

Room $309*
* Excluding a 14% sales and accommodations tax, 12% Resort Services Fee, and a $2.00 Charleston County destination fee (taxable).

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

Early Bird Rate
(expires 8/31/22)
Standard Rate
Fund Manager/Service Provider/Developer/Property Manager $1,495 $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
  • Strategies to Outperform your Larger Peers
  • Investor Perspective: Benefits of investing in Small and Emerging Managers
  • Fixed Income and Credit
  • Capitalizing on Equity Investments
  • Investing in Emerging Real Estate
  • Think Outside the Box – Investing in Innovative Ideas
  • Opportunities in Emerging Hedge Funds
  • Advantages of a Woman Owned Firm
  • Showcase: Meet the Managers
  • Effective Marketing Methods
  • Consultant Round Table
  • Boosting Results: The Role of Service Providers and Brokers
  • Ampfield Management
    Corry Capital Advisors
    Halley Venture Partners
    Interactive Brokers
    Makalu Fund Management
    Measure 8 Venture Partners
    Naylor & Company Investments, LLC
    Resource Royalty
    Jefferies, LLC

  • OpEff
    Opus Fund Services
    Horizon Real Estate Group
    Virtus Partners LLC
    Quadratic, LLC

  • Block Chain Managers
  • Broker Dealers
  • Consultants
  • Crypto Managers
  • Emerging Equity Managers
  • Emerging Fund of Funds
  • Emerging Hedge Funds
  • Emerging Private Equity
  • Emerging Real Estate Managers
  • Emerging Venture Capitalists
  • Endowments
  • Family Offices
  • Financial Planners
  • Fin Tech Companies
  • Foundations
  • Industry Service Providers
  • Insurance Companies
  • Minority Owned Firms
  • Pensions
  • Taft Hartley
  • Women Owned Firms

Investors vs. Managers/Service Providers

    Investor Breakdown

      Opal provides cutting edge investment education opportunities. Unknown


      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


      I valued the opportunity to engage with those representing the various stages of the investment process; from the managers, to the consultants, to the investors. I found the substantive conversations I had to be one of the conference's highlights. Unknown