Opportunity Zones Forum 2022
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.
To request our current agenda, participant list and sponsors
Current as of September 16, 2021
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(Schedule Times are in EDT) |
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| 8:00am |
Exhibit Set-Up / Registration Desk Opens |
| 8:30am |
Networking Coffee & Breakfast |
| 9:45am |
Opening Remarks |
| 9:50am |
LP and Consultant Perspective on the Emerging Manager Market
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
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 |
| 10:30am |
Diversity Drivers: How Increased Diversity within a Firm Can Increase Both Returns and Market Competitiveness
Moderator
Barbara Doran, Trustee, Pennsylvania State University
Panelists
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 |
| 11:20am |
Generating Alpha Through the Public Markets & Equity Strategies
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
Panelists
Collin McBirney, Portfolio Manager, Topline Capital Management Maribeth Holland, CIO and Portfolio Manager, Sutton Place Capital Management LLC |
| 12:00pm |
Beyond Bricks & Mortar: Modiv and The Future of Real Estate Investing
Presented by
Aaron Halfacre, CEO, Modiv |
| 12:20pm |
Networking Lunch |
| 1:40pm |
Non-Correlated/Niche Strategies
Moderator
Matthew Wosk, Founder, Partner, and Chief Executive Officer, Proficio Capital Partners (MFO)
Panelists
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 |
| 2:40pm |
Pinpointing Trends – Emerging Venture Capital
Moderator
Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office
Panelists
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 |
| 3:30pm |
Innovating for Innovation
Presented by
Charles Sidman, Managing Partner, ECS Capital Partners |
| 3:50pm |
Keynote Fireside Chat
Facilitator
Jen Bawden, CEO, Bawden Family Office (SFO)
Speaker
Bruce Galloway, Chief Investment Officer, Galloway Capital Partners, LLC |
| 4:10pm |
Networking Break |
| 4:30pm |
Post-Pandemic Investor Due Diligence Considerations & Asset Raising Tips for Emerging Managers
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
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 |
| 5:10pm |
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.
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
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 |
| 6:00pm |
Cocktail Reception |
| 7:30pm |
Tapas Dinner Reception Sponsored by: Sputnik ATX & Teza Technologies |
|
(Schedule Times are in EDT) |
|
| 8:00am |
Registration Desk Opens & Exhibitor Showcase |
| 8:30am |
Continental Breakfast |
| 9:35am |
Opening Remarks |
| 9:40am |
Mission Driven Investing with Emerging Impact Funds
Moderator
Joe McIntosh, Executive Director, Tarrant County College Foundation
Panelists
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 |
| 10:30am |
Investment Styles and Strategies – Thinking Outside the Box
Moderator
Mary D'Souza, CIO, Misha Investments
Panelists
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 |
| 11:10am |
Operational Due Diligence & Service Provider Selection
Moderator
Samira A. Salman, Founder & CEO, Salman Solutions
Panelists
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Chip Perkins, Founder & Managing Member, Perkins Fund Marketing LLC |
| 12:00pm |
Conference Concludes |
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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
|
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.
- 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
EVESTMENT
Halley Venture Partners
Interactive Brokers
Makalu Fund Management
Measure 8 Venture Partners
Naylor & Company Investments, LLC
Resource Royalty
Jefferies, LLCOpEff
TriNet
WithumSmith+Brown
Opus Fund Services
Horizon Real Estate Group
Virtus Partners LLC
Enfusion
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
