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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
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
Founder & Managing Principal
Linden Lane Capital Partners
Max Spencer
Managing Director, Development & Acquisitions
Arden Group
Andrew Gibbs
Managing Director, Real Estate
Arctaris Impact Advisors
Nancy Gephart
SVP, Investments
CEI-Boulos Capital Management
Angel Rice
Partner
Cohen & Co Advisory
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
Co-Founder
One River Development
Emily Persico
Deputy Director, Department of Planning & Development
City of Philadelphia
Joe Scalio
Senior Lead Tax Partner
KPMG
Brad Molotsky
Partner
FisherBroyles
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).
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
|
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