Family Office and Opportunity Zones Investments - Dealmakers Meeting

September 25th, 2019 | New York

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About The Conference

Opportunity Zones have been the subject of much discussed hype and 2019. The creation of 8.700+ Opportunity Zones is now leading to new investment opportunities in commercial real-estate.

There has been a lot of discussion about the opportunities for Family Offices. With that in mind, iGlobal Forum brings you a one-day event, the Family Office and Opportunity Zones Investments – Dealmakers meeting. This will be a one-stop shop for investors looking to get to grips with the
- long-term investment potential,
- tax benefits and
- partnership opportunities created by the Opportunity Zones incentive.

You will get the opportunity to talk with and learn from 9 experts who have extensive experience with Opportunity Zone funds. This dealmakers meeting will provide you a comprehensive background. The expert's analysis of the incentive program, the recommendations, and the advice for investors make this a must-attend event for real-estate professionals.

Key Topics Covered

  • Current and future trends and developments in Opportunity Zone Funds
  • Strategies to assess whether Opportunity Zones are a wise investment: developing a blueprint to determine if your family office should invest
  • What are the main factors to consider when determining if opportunity zones are for your business?
  • Defining Opportunity Zone business models for family offices in the current market
  • The commonalities and differences between funds that are driven by the offices versus those sponsored by third-party operators
  • Leveraging expertise and evaluating potential partnership structures with opportunity fund sponsors

Network With Leading

  • Regional stakeholders
  • Real estate developers
  • Family offices
  • Accountants
  • Lawyers
  • Investors
  • Opportunity Zone communities

Speakers

Manish Shah

Manish Shah

Principal

TWO KINGS REAL ESTATE

Manish has served as principal and manager of numerous real estate assets including control equity, preferred

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Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global

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Wendi Kotzen

Wendi Kotzen

Co-Practice Leader – Tax,

BALLARD SPAHR

Wendi L. Kotzen is the Co-Practice Leader of Ballard Spahr's Tax Group. She advises clients on the taxation of all

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Andrew Harris

Andrew Harris

Principal

NORTH SKY CAPITAL

Andrew is responsible for raising capital for North Sky Capital's Alliance and Clean Growth strategies. Prior to

View More

Jay Soave

Jay Soave

Managing Principal

CADENCE CAPITAL PARTNERS

Jay is a Principal at Cadence and leads our Chicago office with responsibility for sourcing debt and equity for

View More

Michael McMahon

Michael McMahon

EVP, Portfolio Management and Director of Tax

RXR REALTY

Michael McMahon, Executive Vice President – Tax Director Michael McMahon is an Executive Vice President and

View More

Peter Ciganik

Peter Ciganik

Managing Director

GTIS PARTNERS

Peter Ciganik is a Managing Director at GTIS. He leads the Investor Relations and Client Services functions across

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April Hamlin

April Hamlin

Partner

BALLARD SPAHR

April Hamlin practices corporate and securities law and provides general representation of both publicly and

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Michael Treiman

Michael Treiman

General Counsel

STARPOINT PROPERTIES

Michael Treiman is the General Counsel at StarPoint Properties. Mr. Treiman is responsible for all legal and

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Thomas Riggs

Thomas Riggs

Tax Partner and Managing Director

PKF OCONNOR DAVIES

Thomas Riggs is a Tax Partner and Managing Director of the firm’s large and diverse Financial Services tax

View More

Adam Bernstein

Adam Bernstein

Managing Director

NORTH SKY CAPITAL

Adam serves on the investment team for the Alliance fund strategy and is responsible for sourcing, analyzing,

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REGISTRATION

Registration & Networking Breakfast

Wednesday September 25, 2019 | 8:30 am to 9:00 am

.

1x1's

One-On-One Networking Sessions

Wednesday September 25, 2019 | 9:00 am to 10:00 am

Join us for a series of 1x1 networking meetings! This exclusive element of the program will feature concise and focused face-to-face meetings, where attendees will connect and evaluate the potential for mutual business endeavours. Information about other participants’ business plans and objectives will be available, enabling you to meet with the people whose interests are most closely aligned with your own. The 1-on-1 meetings will allow you to establish relevant new contacts and generate fresh business opportunities.

Workshop A

Best Practice Strategies for Structuring QOZs Investments

Wednesday September 25, 2019 | 10:00 am to 12:00 pm

For family offices and investors looking to invest, and developers looking for investors, Opportunity Zones are positioned as an ideal opportunity. This session will delve into issues pertaining to structuring Qualified Opportunity Zone Investments.

  • What are the benefits?
  • Current and future trends and developments in Opportunity Zone Funds 
  • How are Qualified Opportunity Zone Investments structured?
  • Strategies to assess whether Opportunity Zones are a wise investment: developing a blueprint to determine if your family office should invest
  • What are the main factors to consider when determining if opportunity zones are for your business?
  • Detailed insight into key legal, statutory and financial requirements

 

Thomas Riggs

Thomas Riggs

Tax Partner and Managing Director

PKF OCONNOR DAVIES

View More

Manish Shah

Manish Shah

Principal

TWO KINGS REAL ESTATE

View More

Wendi Kotzen

Wendi Kotzen

Co-Practice Leader – Tax,

BALLARD SPAHR

View More

Michael McMahon

Michael McMahon

EVP, Portfolio Management and Director of Tax

RXR REALTY

View More

Adam Bernstein

Adam Bernstein

Managing Director

NORTH SKY CAPITAL

View More

LUNCH

Networking Lunch

Wednesday September 25, 2019 | 12:00 pm to 1:30 pm

Workshop B

Family office focus: identifying and developing the optimal investment business model for your Opportunity Zone incentive

Wednesday September 25, 2019 | 1:30 pm to 3:30 pm

Eighteen months after its introduction, Opportunity Zones incentives continue to be an area of burgeoning growth with increasing market interest from investors. This session will review the progress made thus far, real life examples, lessons learned and the future direction of the investment landscape. Moreover, it will review the optimal business models for investors and developers looking to capitalize on OZ incentives. You will have the opportunity to brainstorm different approaches while exploring the most relevant partnership structures with opportunity fund sponsors. You will walk away with tried and tested methodologies to apply to your strategy.

  • Defining Opportunity Zone business models for family offices in the current market
  • What will family office opportunity zone investing look like in reality?
  • The commonalities and differences between funds that are driven by the offices versus those sponsored by third-party operators
  • Leveraging expertise and evaluating potential partnership structures with opportunity fund sponsors
Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

View More

Jay Soave

Jay Soave

Managing Principal

CADENCE CAPITAL PARTNERS

View More

Peter Ciganik

Peter Ciganik

Managing Director

GTIS PARTNERS

View More

Michael Treiman

Michael Treiman

General Counsel

STARPOINT PROPERTIES

View More

April Hamlin

April Hamlin

Partner

BALLARD SPAHR

View More

Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

    Vendor pricing

  • July 31, 2019

    $249

    $495

    $2,499

  • September 1, 2019

    $299

    $595

    $2,499

  • September 25, 2019

    $349

    $695

    $2,499

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
New York, NY New York, NY

New York, NY

New York, NY

 

 

We are pleased to be hosting the upcoming Summit in New York.  Venue details will be announced shortly.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

 

Manish Shah

Manish Shah

Principal

TWO KINGS REAL ESTATE

Manish has served as principal and manager of numerous real estate assets including control equity, preferred equity,

View More

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

Kamil Homsi, is President at Global Realty Capital LLC, a Dubai single family office's focusing on global acquisition

View More

Wendi Kotzen

Wendi Kotzen

Co-Practice Leader – Tax,

BALLARD SPAHR

Wendi L. Kotzen is the Co-Practice Leader of Ballard Spahr's Tax Group. She advises clients on the taxation of all

View More

Andrew Harris

Andrew Harris

Principal

NORTH SKY CAPITAL

Andrew is responsible for raising capital for North Sky Capital's Alliance and Clean Growth strategies. Prior to

View More

Jay Soave

Jay Soave

Managing Principal

CADENCE CAPITAL PARTNERS

Jay is a Principal at Cadence and leads our Chicago office with responsibility for sourcing debt and equity for all

View More

Michael McMahon

Michael McMahon

EVP, Portfolio Management and Director of Tax

RXR REALTY

Michael McMahon, Executive Vice President – Tax Director Michael McMahon is an Executive Vice President and Director

View More

Peter Ciganik

Peter Ciganik

Managing Director

GTIS PARTNERS

Peter Ciganik is a Managing Director at GTIS. He leads the Investor Relations and Client Services functions across the

View More

April Hamlin

April Hamlin

Partner

BALLARD SPAHR

April Hamlin practices corporate and securities law and provides general representation of both publicly and privately

View More

Michael Treiman

Michael Treiman

General Counsel

STARPOINT PROPERTIES

Michael Treiman is the General Counsel at StarPoint Properties. Mr. Treiman is responsible for all legal and compliance

View More

Thomas Riggs

Thomas Riggs

Tax Partner and Managing Director

PKF OCONNOR DAVIES

Thomas Riggs is a Tax Partner and Managing Director of the firm’s large and diverse Financial Services tax practice.

View More

Adam Bernstein

Adam Bernstein

Managing Director

NORTH SKY CAPITAL

Adam serves on the investment team for the Alliance fund strategy and is responsible for sourcing, analyzing, executing

View More

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