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New York Opportunity Zones Conference

Tue Sep 15, 2026

Coundown Until event

New York Opportunity Zones Conference

OZ 1.0 Lessons, The Roadmap to OZ 2.0, Investment, Development, Public-Private Partnerships, Tax Implications and more

Tuesday September 15 2026 @ 8:00 AM EDT

$115.00

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Speakers and Panels

OZ 1.0 Lessons & The Road to OZ 2.0: Development That Worked and What New York Is Betting On

Preparing to Capitalize on Development Track Announcements

Lucy Joffe

Lucy Joffe

Deputy Commissioner for Policy & Strategy, NYC Department of Housing Preservation & Development

Capital, Investment Opportunities, Tax Benefits and the New Playbook

Raising and Deploying Capital Across Funds and Individual Projects

Craig Spencer

Craig Spencer

Chairman & CEO, Arden Group
Scott Maxfield

Scott Maxfield

Managing Director, Urban Investment Group, Goldman Sachs
James G. Smith
Moderator

James G. Smith

Partner, Archer & Greiner P.C

New York Opportunity Zones Event

Why This Event Matters

The Opportunity Zone program has been made permanent and New York State will nominate its next 426 zones this summer. What gets designated, who deploys capital, and how deals get structured will define the next decade of investment in the city's most underserved neighborhoods. This is the room where those decisions get made.

 

By the numbers:

  • $100B+ invested nationally in OZ 1.0 since 2018
  • 426 new New York zones to be nominated in 2026
  • 306 current NYC OZ tracts across all five boroughs
  • 76% of OZ investors say OZ 2.0 will increase their investment activity

 

Panel 1: OZ 1.0 Lessons & The Road to OZ 2.0: What Worked and What New York Is Betting On

  • Hear directly from the public officials and agency leaders shaping New York's OZ 2.0 tract nominations. 
  • Understand what the research actually shows about where OZ 1.0 investment landed in NYC and what it missed.
  • Learn how OZ 2.0's tighter eligibility rules will reshape which boroughs and neighborhoods attract capital.
  • Explore how OZ 2.0 designations will interact with 485-x, LIHTC, and other NYC incentive programs.
  • Gain the policy context to position your firm ahead of the January 1, 2027 OZ 2.0 effective date.

 

Panel 2: Capital, Investment Opportunities, Tax Benefits, and the New Playbook

  • Get a frank breakdown of the OZ 2.0 tax mechanics: the new 10% basis step-up, rolling five-year deferrals, and what changed from OZ 1.0
  • Hear from active fund managers and developers deploying capital in NYC OZ tracts today and what deals are penciling. 
  • Understand how to stack OZ with bonus depreciation, LIHTC, and other federal and state tools to maximize returns. 
  • Explore the "OZ dead zone" dynamic in 2026 and how investors should be structuring capital today for a 2027 surge. 
  • Learn the new OZ 2.0 reporting and compliance requirements and the penalties for getting it wrong. 

 

Who Should Attend

Developers, owners and builders: Identify which NYC neighborhoods are positioned for OZ 2.0 designation and get ahead of the next investment cycle

Investors & fund managers: Understand where institutional capital is moving and how to structure QOF investments for maximum tax efficiency

Lenders & capital markets professionals: Learn how OZ financing stacks with other debt structures and where NYC deal flow is concentrating

Attorneys & tax advisors: Stay current on OZ 2.0 compliance, reporting obligations, and deal structuring as the rules evolve

Agenda

Time Activity
8:00 AM
9:00 AM
Coffee, Breakfast & Networking
9:00 AM
9:45 AM
OZ 1.0 Lessons & The Road to OZ 2.0: What Worked and What New York Is Betting On
1. Developers and investors discuss navigating the first wave of Opportunity Zones and the projects that delivered returns and community impact.
2. Get an inside look at how New York is positioning itself for OZ 2.0, including the markets, asset classes, and development strategies.
9:45 AM
10:30 AM
Capital, Investment Opportunities, Tax Benefits and the New Playbook
1. Explore the evolving landscape of OZ capital formation. Hear where the money is flowing and which investment structures are gaining traction.
2. Break down the updated tax incentives and compliance considerations under OZ 2.0, and learn how investors and fund managers are rewriting their strategies to maximize benefit in this new regulatory environment.
10:30 AM
11:00 AM
Networking

Sponsors

Want to get a recap of everything covered at the event?

Purchase the post-event summary and get the highlights sent to you in a post-event summary. Purchase here.