Registration Questions

Call: 202-684-2034
Email: eventregistration@bisnow.com

Request Speaker Information

Speaker Topics

Tell us a Little More

Tickets

Group Tickets

$125.00 /ticket

Save when you register 3+ attendees

Final Admission Price

$140.00 /ticket

Final tickets available at $140. Don't miss out.

Speakers and Panels

From OZ 1.0 To OZ 2.0 — A Federal Vision For Investment That Delivers

Joseph DeFelice of HUD sets the tone for the summit with a look at how Opportunity Zones 2.0 can translate federal priorities into local outcomes, from housing and homeownership to neighborhood reinvestment and stronger public-private alignment

Joseph DeFelice
Keynote

Joseph DeFelice

Assistant Deputy Secretary

United States Department of Housing and Urban Development

Doing OZ Deals in Philadelphia: From Site Selection to Project Execution

How developers and investors identify viable sites, assemble capital and move Opportunity Zone projects from concept to completion

Michael Wachs

Michael Wachs

Founder & Managing Principal

Linden Lane Capital Partners

Max Spencer

Max Spencer

Managing Director, Development & Acquisitions

Arden Group

Andrew Gibbs

Andrew Gibbs

Managing Director, Real Estate

Arctaris Impact Advisors

Nancy Gephart

Nancy Gephart

SVP, Investments

CEI-Boulos Capital Management

Angel Rice
Moderator

Angel Rice

Partner

Cohen & Co Advisory

Angel Rice

Moderator

Cohen & Co Advisory

As a former college athlete, Angel understands the preparation it takes to know your team, know the game plan and execute it for the win. She uses this same approach when it comes to working with clients. Angel is always looking for that competitive advantage business owners can use to realize tax savings.

Since beginning her public accounting career in 2010, Angel has focused on tax planning and compliance, as well as reporting and minimization strategies for clients within the real estate and construction industry. She has deep expertise in the area of Qualified Opportunity Zones (QOZ) and serves as one of the firm’s leaders in this area.

NAIOP Northern Ohio (Commercial Real Estate Development Association) (Education Committee Chair)

Case Western Reserve University Spartan Club (President)

Ohio Society of CPAs

American Institute of CPAs

Crain’s Cleveland Business 40 Under 40 award (2024)

Cleveland Leadership Center’s Bridge Builders Program (Class of 2021)

Bethany Baptist Church

Frequent speaker on the topic of Qualified Opportunity Zones

Angel loves watching and playing all sports, but especially loves cheering for Cleveland’s sports teams and the U.S. women’s soccer team. If not for her star role as an accountant at Cohen & Co, Angel’s dream job would be coaching women’s softball. She also loves spending time with her dogs in the park. Angel lives in Fairview Park, Ohio.

The OZ Transition Playbook: Tax Planning, Deal Strategy & Pennsylvania’s Next Map

How investors and sponsors should prepare for the 2026 recognition event, position existing projects for the transition and evaluate where the next wave of Opportunity Zone capital could go

Dana Russikoff

Dana Russikoff

Co-Founder

One River Development

Emily Persico

Emily Persico

Deputy Director, Department of Planning & Development

City of Philadelphia

Joe Scalio

Joe Scalio

Senior Lead Tax Partner

KPMG

Brad Molotsky
Moderator

Brad Molotsky

Partner

FisherBroyles

Joe Scalio

Senior Lead Tax Partner

KPMG

As one of the national lead tax partners engaged in the Qualified Opportunity Zone practice, Joe actively

engages with industry leaders, government officials, and investors to provide insights that help resolve

tax and regulatory issues. He is also active in helping clients maximize QOZ tax incentives and structure

Qualified Opportunity Funds and Qualified Opportunity Zone Businesses. Joe has provided tax advisory,

structuring, modeling, and reporting services to various entities. He has extensive experience with real

estate investment trusts, real estate funds, and private equity funds.

Brad Molotsky

Moderator

FisherBroyles

Brad A. Molotsky practices in the area of real estate law. He serves as a lead for the Duane Morris Project Development/P3 group and as co-head of the firm's Opportunity Zones group. Mr. Molotsky’s primary practice is focused in the areas of opportunity zone fund creation and fund deployment, financing, public private partnership (PPP or P-3), real estate joint ventures (including mixed-use, life sciences and multi-family development), commercial leasing (including a focus in cannabis leasing), and acquisitions and divestitures. He also has deep experience in environmental, social, governance, public company issues such as enterprise risk, internal audit,

compensation, as well as energy efficiency, sustainability and corporate social responsibility. Prior to joining Duane Morris and for nearly 20 years, Brad served as executive vice president, general counsel and corporate secretary of Brandywine Realty Trust. At Brandywine, Mr. Molotsky was responsible for all legal operations of the company, including acquisitions and divestitures, financings, joint ventures, board matters, insurance procurement, litigation oversight, SEC filing oversight and the legal aspects of capital raising. During his tenure, the company grew from 40 buildings to approximately 300 buildings, totaling 28 million square feet. In 2020, Mr. Molotsky was named a national influencer in the Opportunity Zone space by OZ Magazine and won The Philadelphia Inquirer Influencers of Law Award for Real Estate. He was also named by The Philadelphia Inquirer as an Influencer of Real Estate for Real Estate Legal Excellence in 2019. He was also named in TheLegal Intelligencer's list of Pennsylvania

Trailblazers for 2019. Mr. Molotsky was named one of Philadelphia Business Journal's 2018 "Best of the Bar: Top Lawyers in Philadelphia. He was also named General Counsel of the year by the Philadelphia Business Journal in 2014 and NJBIZ in 2013 and was awarded the Martin Luther King Community Service award in 2014, the Township Sustainability Leader Award in 2016 and the Roger Davis Community Service Award in 2017.

Why you should the attend the Philadelphia Opportunity Zones Summit

Why This Matters:

Philadelphia’s Opportunity Zone market is entering a more decision-driven phase. With the 2026 deadline approaching, investors, developers, and project teams are no longer just evaluating whether OZ capital fits a deal — they are actively reassessing timelines, recapitalization strategies, hold periods, and execution risk.

At the same time, Pennsylvania’s OZ 2.0 reset is creating a new layer of urgency and uncertainty. As the state revisits tract designations, Philadelphia stakeholders are trying to understand where they have real influence, which neighborhoods and projects may be in play, and how nomination politics could affect future investment strategy.

These two conversations are converging at a critical moment: one is about managing today’s OZ deals as a key deadline approaches, and the other is about understanding how the next round of designations could shape future investment across Philadelphia.

What You Will Learn:

  • What the 2026 OZ deadline actually means for Philadelphia projects already underway

  • How investors and developers are thinking about capital planning, refinancing, recapitalization, and long-term hold strategy

  • Where pressure is building in current OZ deals, and what sponsors need to be preparing for now

  • How Pennsylvania’s OZ 2.0 process is unfolding and what that means for Philadelphia-based owners, developers, and investors

  • Where Philadelphia public- and private-sector stakeholders may have real leverage in shaping the next round of designations

  • How local approvals, political dynamics, and neighborhood-level realities affect OZ strategy in Philadelphia

  • Which signals are real, which are still emerging, and how market participants are positioning around both

How You’ll Do More Business:
Get in the room with the investors, developers, advisors, and public-sector players actively shaping how Opportunity Zone deals move in Philadelphia. You’ll come away with a better read on where capital is still finding conviction, how project teams are planning around the 2026 deadline, and where the next wave of OZ opportunity could take shape as Pennsylvania rethinks the map.

Why You Should Attend:
This event is built for anyone who wants a sharper, more practical understanding of where Philadelphia’s Opportunity Zone market stands today and where it may be headed next. You’ll hear directly from the people making real decisions on deals, policy, and positioning, while building relationships that can help you find your place in the market’s next chapter.

For questions regarding content and speaking, please email our Event Producer, Dane Sinks, at Dane.Sinks@bisnow.com. Want to get involved? Contact Max.Kleinberg@bisnow.com to get information on sponsorship, pricing and availability at this event.

To request disability-related accommodations, please contact mackenzie.kunkle@bisnow.com no later than seven business days prior to the event.

Venue

ONE North Broad
One N Broad St
Philadelphia, PA 19107


 Metered parking is available on Broad Street. The closest garage is the Convention Center parking lot at Broad and Arch (1324 Arch Street).

Get Directions

Agenda

Time Activity
8:00 AM
9:00 AM
Registration, Networking & Breakfast
9:00 AM
9:15 AM
From OZ 1.0 To OZ 2.0 — A Federal Vision For Investment That Delivers

Joseph DeFelice of HUD sets the tone for the summit with a look at how Opportunity Zones 2.0 can translate federal priorities into local outcomes, from housing and homeownership to neighborhood reinvestment and stronger public-private alignment

9:15 AM
10:00 AM
Doing OZ Deals in Philadelphia: From Site Selection to Project Execution

How developers and investors identify viable sites, assemble capital and move Opportunity Zone projects from concept to completion

10:00 AM
10:45 AM
The OZ Transition Playbook: Tax Planning, Deal Strategy & Pennsylvania’s Next Map

How investors and sponsors should prepare for the 2026 recognition event, position existing projects for the transition and evaluate where the next wave of Opportunity Zone capital could go

10:45 AM
11:15 AM
Post Event Networking

Sponsors

PS - Want the attendee list for free?

Biscred gives you a complimentary 1-week trial with 250 credits to search 6M+ commercial real estate contacts — filter by asset class, job seniority, metro, property count, and more. Book a demo today and we'll activate your free trial when you mention this promotion.