Advanced Opportunity Zones Investments: Dealmakers Meeting

April 29th, 2020 | New York

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About The Conference

iGlobal Forum continues to monitor the rapidly evolving COVID-19 outbreak. The health of our community is our first priority and this event has been postponed at a later date in 2020. Please stay tuned for updates.

Market interest in Opportunity Zones looks set to prevail in 2020 with considerable opportunities still available for investors interested in Opportunity Fund creation, operation, and management across the commercial real estate market. There has been extensive discussion about the opportunities and with that in mind, iGlobal Forum brings you a one-day event, the Advanced Opportunity Zones Investments – Dealmakers Meeting, 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. This must- attend meeting will provide a comprehensive background and expert analysis of the incentive program with recommendations, advice and details of opportunities for investors and real estate professionals.

Key Topics Covered

  • Investment spotlight panel: navigating the complexities of the opportunity zone investment landscape in 2020
  • Beyond the hype: the status of opportunity zone investment in 2020
  • An overview of the current macroeconomic and social dynamics: how increasing life expectancy may lead to increased demand for income-producing assets in the long term
  • Case study examples of funds and developers that have invested in opportunity zones
  • Due diligence best practices – best practices and the importance of consulting legal, tax and financial advisors
  • Pros and cons of an opportunity zone investment versus a 1031 exchange
  • Refining your approach towards opportunity zone fundraising and deal structuring: lessons learned and future opportunities
  • An overview of individual deals versus blind pool funds
  • Striking a balance between portfolio volume and capital levels
  • How to achieve alignment between opportunity zone investors and fund sponsors
  • Navigating the complexities of the QOF compliance landscape: how to meet key compliance requirements to take advantage of the tax benefits
  • How to preserve your tax incentives for your investors: a guide
  • Asset testing: how and when to implement regular asset testing to ensure multi-level compliance
  • A guide to tax returns and how to achieve self-certification

Network With Leading

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

Speakers

Ian Ross

Ian Ross

Founder

SOMERA ROAD

Ian Ross founded Somera Road Inc. in 2014 to take an entrepreneurial and creative approach to value-add,

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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

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

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

View More

Eric Tait

Eric Tait

President

VERNONVILLE ASSET MANAGEMENT, LLC

Eric Tait is founder and fund manager of Vernonville Asset Management. Since 2008, Eric has analyzed, purchased,

View More

Gino Cozza

Gino Cozza

COO

VUKOTA CAPITAL MANAGEMENT

Mr. Cozza has 15+ years of experience in real estate private equity and investment banking, having originated and

View More

Jeff Koonce

Jeff Koonce

Managing Director

BERNHARD CAPITAL PARTNERS

View More

Joshua Pollard

Joshua Pollard

President & CEO

OMICELO

Joshua founded Omicelo in 2014, driven by the belief that real estate investment must be approached holistically

View More

Riaz Taplin

Riaz Taplin

CEO

RIAZ CAPITAL

Riaz Taplin has been thinking about workforce housing for most of his professional life. Growing up in a real

View More

Blair O'Connor

Blair O'Connor

Senior Director

O'BRIEN COMMERCIAL

View More

Tony Barkan

Tony Barkan

Managing Principal/ CIO

ALLAGASH PARTNERS, LLC

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Samuel Ing

Samuel Ing

President

Ing Groups

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WELCOME

REGISTRATION & CHECK-IN

Wednesday April 29, 2020 | 8:30 am to 9:00 am

  

NETWORKING SESSION

ONE-ON-ONE NETWORKING MEETINGS

Wednesday April 29, 2020 | 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 endeavors. 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

INVESTMENT SPOTLIGHT PANEL: NAVIGATING THE COMPLEXITIES OF THE OPPORTUNITY ZONE INVESTMENT LANDSCAPE IN 2020

Wednesday April 29, 2020 | 10:00 am to 12:00 am

The volume of opportunity zones and the forecasted level of capital that they are expected to attract still creates confusion for investors. This session will draw on the experience of investors so far and discuss where they key opportunities lie for targeted investment in 2020. Attend and gain clear insight into how to navigate the current landscape and unlock new opportunities.

  • Beyond the hype: the status of opportunity zone investment in 2020
  • An overview of the current macroeconomic and social dynamics: how increasing life expectancy may lead to increased demand for income-producing assets in the long term
  • Current and future trends: what have we learned so far?
  • Case study examples of funds and developers that have invested in opportunity zones
  • Due diligence best practices – best practices and the importance of consulting legal, tax and financial advisors
  • Alternative investment strategies to improve tax planning and gain deferral
  • Pros and cons of an opportunity zone investment versus a 1031 exchange
Jeff Koonce

Jeff Koonce

Managing Director

BERNHARD CAPITAL PARTNERS

View More

Riaz Taplin

Riaz Taplin

CEO

RIAZ CAPITAL

View More

Manish Shah

Manish Shah

Principal

TWO KINGS REAL ESTATE

View More

Samuel Ing

Samuel Ing

President

Ing Groups

View More

Blair O'Connor

Blair O'Connor

Senior Director

O'BRIEN COMMERCIAL

View More

Tony Barkan

Tony Barkan

Managing Principal/ CIO

ALLAGASH PARTNERS, LLC

View More

NETWORKING LUNCH

LUNCHEON

Wednesday April 29, 2020 | 12:00 pm to 1:00 pm

Workshop B

REFINING YOUR APPROACH TOWARDS OPPORTUNITY ZONE FUNDRAISING AND DEAL STRUCTURING: LESSONS LEARNED AND FUTURE OPPORTUNITIES

Wednesday April 29, 2020 | 1:00 pm to 3:00 pm

This interactive workshop will provide detailed insight into best practices for structuring and packaging an opportunity zone real estate deal in the current market. The general consensus is that whilst deal volumes have slowed, there are still ample opportunities – the challenge lies in getting it right – from developing a fundraising business model to deal structuring.

  • An overview of high-profile projects and their creative approaches to fundraising – lessons learned
  • An overview of individual deals versus blind pool funds
  • Benefits of a deal-by-deal approach
  • What are some examples of good deals and bad deals?
  • Striking a balance between portfolio volume and capital levels
  • How to achieve alignment between opportunity zone investors and fund sponsors
Ian Ross

Ian Ross

Founder

SOMERA ROAD

View More

Jay Soave

Jay Soave

Managing Principal

CADENCE CAPITAL PARTNERS

View More

Eric Tait

Eric Tait

President

VERNONVILLE ASSET MANAGEMENT, LLC

View More

Gino Cozza

Gino Cozza

COO

VUKOTA CAPITAL MANAGEMENT

View More

Joshua Pollard

Joshua Pollard

President & CEO

OMICELO

View More

Workshop C

NAVIGATING THE COMPLEXITIES OF THE QOF COMPLIANCE LANDSCAPE: HOW TO MEET KEY COMPLIANCE REQUIREMENTS TO TAKE ADVANTAGE OF THE TAX BENEFITS

Wednesday April 29, 2020 | 3:00 pm to 5:00 pm

Whilst opportunity zones provide enormous investment potential, the compliance landscape is complex to navigate with a plethora of ever-changing regulations. For investors, ongoing monitoring, reporting and risk mitigation is critical. This session will look at the compliance requirements for companies in 2020 and beyond. It will cover:

  • An eighteen-month forecast of changes to the legal and regulatory landscape
  • Selecting a reliable advisor to address regulatory and compliance requirements
  • How to preserve your tax incentives for your investors: a guide
  • Asset testing: how and when to implement regular asset testing to ensure multi-level compliance
  • Creating a mechanism to monitor and assess changing case law
  • How to compile a financial statement audit requirement to increase the marketable potential of the investment
  • A guide to tax returns and how to achieve self-certification
  • Tax modelling of QOF structures

Sponsors

Media Partners

  • Register by

    Individual workshop

    Full Workshop Pass

    Service Provider

  • February 29, 2020

    $299

    $595

    $2,499

  • March 31, 2020

    $349

    $695

    $2,499

  • April 29, 2020

    $399

    $795

    $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.

 

Ian Ross

Ian Ross

Founder

SOMERA ROAD

Ian Ross founded Somera Road Inc. in 2014 to take an entrepreneurial and creative approach to value-add, opportunistic

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

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

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

Eric Tait

Eric Tait

President

VERNONVILLE ASSET MANAGEMENT, LLC

Eric Tait is founder and fund manager of Vernonville Asset Management. Since 2008, Eric has analyzed, purchased,

View More

Gino Cozza

Gino Cozza

COO

VUKOTA CAPITAL MANAGEMENT

Mr. Cozza has 15+ years of experience in real estate private equity and investment banking, having originated and

View More

Jeff Koonce

Jeff Koonce

Managing Director

BERNHARD CAPITAL PARTNERS

View More

Joshua Pollard

Joshua Pollard

President & CEO

OMICELO

Joshua founded Omicelo in 2014, driven by the belief that real estate investment must be approached holistically in

View More

Riaz Taplin

Riaz Taplin

CEO

RIAZ CAPITAL

Riaz Taplin has been thinking about workforce housing for most of his professional life. Growing up in a real estate

View More

Blair O'Connor

Blair O'Connor

Senior Director

O'BRIEN COMMERCIAL

View More

Tony Barkan

Tony Barkan

Managing Principal/ CIO

ALLAGASH PARTNERS, LLC

View More

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