Opportunity Zones Investments Dealmakers Meeting

February 21st, 2019 | New York

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About The Conference

Opportunity Zones were the subject of much discussed hype in 2018 since their creation in the 2017 tax bill. 2019 looks set to bring considerable opportunities across the commercial real estate market for investors interested in Opportunity Fund creation, operation, and management. With that in mind, iGlobal Forum brings you on February 21st, 2019 a one-day event, the Opportunity Zones Investments – Dealmakers meeting, a one-stop shop for real estate 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

  • Strategies to use Opportunity zone incentives to yield maximum advantage
  • Assessing the key considerations to tax reform – what will it mean for your future investments?
  • Outlining the key Opportunity Zone rules and limitations: what are the core legal, statutory and financial requirements?
  • Determining the most practical Opportunity Zone business models in the current market
  • Evaluating potential partnership structures with opportunity fund sponsors
  • How to effectively combine opportunity zones with other tax incentives

Network With Leading

  • Regional stakeholders
  • Real estate developers
  • Real estate private equity firms
  • Accountants
  • Lawyers
  • Investors
  • Opportunity Zone communities

Speakers

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers

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Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including

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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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Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series

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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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Manish Shah

Manish Shah

Partner

BANYAN TREE GROUP

Manish Shah is a partner of BanyanTree Group. Prior to joining BanyanTree, Manish served as principal and manager

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Raymond Haller, CPA

Raymond Haller, CPA

Partner

GRASSI & CO

Raymond is a Tax Partner at Grassi & Co. Raymond has over 20 years of experience in all areas of tax

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One-on-One Networking Sessions

Independent Sponsor & Capital Provider 1x1 Real Estate Dealmakers Meetings

Thursday February 21, 2019 | 9:00 am to 10:00 am

Sector-specific 1x1 networking meetings between senior-level capital providers and independent sponsor executives. These meetings will be dedicated to developing partnerships unique to your business model and will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors prior to the event - you will have the chance then to evaluate the potential for future business opportunities and make the most of your time.

Workshop A

Deconstructing the Opportunity Zones incentive (OZ) – an A to Z guide

Thursday February 21, 2019 | 10:00 am to 12:00 pm

• Transforming the commercial real estate industry through investment in opportunity zones
• Strategies to use Opportunity zone incentives to yield maximum advantage
• Analyzing what construes an Opportunity Zone property
• Assessing the key considerations to tax reform – what will it mean for your future investments?
• Outlining the key Opportunity Zone rules and limitations: what are the core legal, statutory and financial requirements?
• An eighteen-month forecast of changes to the legal and regulatory landscape
• Understanding the tax implications – how can investors fully benefit?

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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Raymond Haller, CPA

Raymond Haller, CPA

Partner

GRASSI & CO

View More

Wendi Kotzen

Wendi Kotzen

Co-Practice Leader – Tax,

BALLARD SPAHR

View More

Workshop B

Outlining the key business models and applications of the Opportunity Zone incentive

Thursday February 21, 2019 | 1:00 pm to 3:00 pm

• Determining the most practical Opportunity Zone business models in the current market
• To what extent will it unleash new opportunities for non-real estate investors?
• The impact on the rentals market – what advantages will it create?
• Evaluating potential partnership structures with opportunity fund sponsors
• How to effectively combine opportunity zones with other tax incentives

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

View More

Kamil Homsi

Kamil Homsi

President

GLOBAL REALTY CAPITAL

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

View More

Manish Shah

Manish Shah

Partner

BANYAN TREE GROUP

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Sponsors

Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

    Vendor Pricing

  • January 25, 2019

    $249

    $495

    $1,299

  • February 10, 2019

    $299

    $595

    $1,299

  • February 21, 2019

    $349

    $695

    $1,299

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
Hotel Plaza Athenee Hotel Plaza Athenee

Hotel Plaza Athenee

37 East 64 Street

New York , NY

 

(212) 734-9100

https://www.plaza-athenee.com/

 

Located on tree lined East 64th Street between Park and Madison Avenue, the Hôtel Plaza Athénée is surrounded by the city’s most distinguished designer boutiques and world-renowned museums. Hôtel Plaza Athénée is just steps from Central Park and within walking distance of the Metropolitan Museum of Art, the Guggenheim, Frick and the Museum of Modern Art (MOMA).

For discounted sleeping room rates and to be placed under iGlobal Forum’s room block, please contact us at info@iglobalforum.com.

 

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private

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

Bohdy Hedgcock

Bohdy Hedgcock

Senior Vice President

CLARION PARTNERS

Bohdy Hedgcock is a Senior Vice President and Assistant Portfolio Manager for the Clarion Ventures funds, a series of

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

Manish Shah

Manish Shah

Partner

BANYAN TREE GROUP

Manish Shah is a partner of BanyanTree Group. Prior to joining BanyanTree, Manish served as principal and manager of

View More

Raymond Haller, CPA

Raymond Haller, CPA

Partner

GRASSI & CO

Raymond is a Tax Partner at Grassi & Co. Raymond has over 20 years of experience in all areas of tax compliance,

View More

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