JP Walsh is the Director of Finance for Panoramic Interests, a development firm that has been building housing, live-work space, and commercial property in the Bay Area since 1990. The firm has focused on dense mixed-use, mixed-income, infill developments, typically financed with private funds.

All the firm’s projects incorporate the Smart Growth principles designed to discourage auto use, mitigate sprawl, encourage local business, and enhance the pedestrian streetscape in the places where they are located. JP received a Master of Laws with a concentration in real estate from UC Berkeley and obtained the CFA certificate in 2013.

Allen Alley has been a successful entrepreneur, engineer and a general partner of one of the premier US venture capital firms. He is one of the few people who has invested in and co-founded companies that grew from startups to have public market capitalizations of more than $1 billion. His expertise spans software as a service, computer graphics and semiconductors.

Allen is hard to categorize. He is a republican who worked for a democratic governor. He drives a Smart Car and a Corvette. He loves cars but also walked 400 miles across Oregon in his campaign for Governor. He has extensive experience building global companies and is as comfortable eating tonkatsu in Tokyo, hotpot in Chengdu, ribs in Cincinnati or Taco Bell in Portland.

Allen co-founded Obsidian Opportunity Fund with his partner David Brown in 2018. Obsidian has developed a unique patient equity capital solar project investment strategy that maximizes the benefits of Opportunity Fund/Zone investing.

The foundation of Allen’s career is a Bachelor’s degree in Mechanical Engineering from Purdue and product engineering at Ford and Boeing.

Allen Alley has been a successful entrepreneur, engineer and a general partner of one of the premier US venture capital firms. He is one of the few people who has invested in and co-founded companies that grew from startups to have public market capitalizations of more than $1 billion. His expertise spans software as a service, computer graphics and semiconductors.

Allen is hard to categorize. He is a republican who worked for a democratic governor. He drives a Smart Car and a Corvette. He loves cars but also walked 400 miles across Oregon in his campaign for Governor. He has extensive experience building global companies and is as comfortable eating tonkatsu in Tokyo, hotpot in Chengdu, ribs in Cincinnati or Taco Bell in Portland.

Allen co-founded Obsidian Opportunity Fund with his partner David Brown in 2018. Obsidian has developed a unique patient equity capital solar project investment strategy that maximizes the benefits of Opportunity Fund/Zone investing.

The foundation of Allen’s career is a Bachelor’s degree in Mechanical Engineering from Purdue and product engineering at Ford and Boeing.

Ted Conrad is a project manager with the San Francisco Office of Economic and Workforce Development, focused on shepherding large development projects through complex approvals with maximum public benefits. Ted previously worked in the San Francisco Mayor’s Office of Public Policy and Finance developing the City’s $11 billion annual budget and prior to that worked in renewable energy development with Silverado Power. Ted holds a BA in Geography from UCLA and a Master in Urban Planning from Harvard Graduate School of Design.

Mr. Upton founded Upton+Partners in 2009 to pursue unique real estate opportunities. Since inception the firm has developed over $700 million of projects, including the award winning Arlington360 mixed-use project, the expansion of LogMeIn’s world headquarters, the development of Ocean 650, a 230 units residential development, as well as the expansion/renovation of the America’s Wing of the Boston Museum of Fine Arts. Currently the firm has over $300 million of mixed-use projects in its pipeline and approximately $170 million are located in in Opportunity Zones.

Mr. Upton is an accomplished real estate executive with over 25-year years of experience in all facets of real estate development and investment. He has been associated with over $1.8 billion of investment and real estate development across a variety of asset classes, including the development of over 700 multifamily residential units in metropolitan Boston.

Mike Ballard has been involved in the construction and real estate industries for more than three decades, as a developer, financial consultant, or an advisor. He is known for his excellent contacts with business, government, and real estate executives throughout the West. Mike has served or advised many major real estate companies including Forest City Development, Lennar, CBRE, Sundance Bay, MJW Investments, Greenspun Corporation, Thomas & Mack Company, the Molasky Group of Companies, Union Pacific Realty, Realty Management, Inc. (RMI), Carefree Senior Living, and several municipalities.

Mike started his career working for two international CPA firms, Laventhol & Horwath, CPAs, and McGladrey & Pullen, serving primarily construction and real estate firms. Most recently, he has been involved in financial support or the development of apartment communities or state-of-the-art data centers. Currently, Mike is also a partner in the firm of Ascent Multifamily, which provides outsourced accounting services to multi-family firms representing more than 28,000 units throughout the U.S. Mike oversees the Tax Credit, Consulting, and Business Development segments of the firm. Prior to Ascent, Mike was a consultant to Enhanced Capital and Stonehenge Capital related to their New Markets Tax Credit and/or SBIC funds.

Mike was a founding member of the board of the Lied Institute for Real Estate Studies at UNLV and also helped with the formation of the local NAIOP and Construction Financial Management Association chapters. In 2010, Mike was named one of the “Top 20 Visionaries” in Nevada by Nevada Business magazine. He has served on the boards of many for-profit companies and a bank.

Mike is the founder and has served twice as chairman of a Shark-Tank like group called the Vegas Valley Angels. He is also a former board member of the Marriott School of Management at Brigham Young University and the Tony Award-winning Utah Shakespearean Festival.

Mike is a graduate of Brigham Young University with a B.S. in Business Administration. Mike is married and the father of four adult children. His interests include sports, travel, genealogy and family history, movies, and reading biographies.

Mr. Hall is a co-founder of Pacific Oak Companies, comprised of Pacific Oak Capital Advisors LLC, Pacific

Oak Capital Markets Group LLC, and Pacific Oak Holdings LLC. Mr. Hall is also co-founder of Willowbrook

Capital Group, LLC, an asset management company and KBS Capital Advisors, an SEC registered

investment adviser.

Prior to co-founding KBS Capital Advisors in 2005, Mr. Hall served as a managing director with Credit

Suisse First Boston, where he managed distribution strategy and business development for the Principal

Transaction Group’s real estate securities portfolio. In this capacity, his two primary business unit

responsibilities were mezzanine lending and commercial real estate development. Before joining CS First

Boston in 1996, Hall served as a director in the Real Estate Products Group at Nomura Securities. He was

responsible for the company’s distribution and trading of fixed-income commercial mortgage-backed

securities. Hall spent the 1980s as a senior vice president in the high-yield department of Drexel

Burnham Lambert’s Beverly Hills office where he was responsible for the distribution and trading of the

group’s high-yield real estate securities.

Gavriel Kahane is the Managing Partner of ODG (Opportunity Development Group) and the CEO & Co-Founder

of Arkhouse Partners. ODG is a real estate investment firm launched by JDS Development Group and Arkhouse

Partners that utilizes the ‘Opportunity Zones’ tax incentive program to target opportunistic development and

redevelopment projects. Prior to founding ODG, Mr. Kahane worked as the Director of Operations and Finance

for the Sapir Organization. During his tenure at Sapir, Mr. Kahane managed over $3.6 billion in financing,

acquisitions and dispositions on behalf of the company. He also oversaw leasing of more than 2.5 million

square feet of commercial office space and led negotiations with tenants including Credit Suisse, Sony, William

Morris Endeavor, Coca-Cola, Fidelity and Yelp. Mr. Kahane closed the sale of 11 Madison Avenue, the highest

grossing single-asset sale ever recorded, to SL Green Realty. Mr. Kahane joined Sapir after serving as a Vice

President at Meridian Capital Group, where he structured and placed large CMBS and balance sheet loans.

Mr. Kahane began his career in New York real estate at Africa Israel USA, where he learned the fundamentals

of real estate investment, construction and development. During those very pivotal and turbulent years for U.S.

real estate, Mr. Kahane developed a prudent investment outlook that continually informs his market-sensitive

investment approach.

Mr. Kahane serves on the executive Young Leadership board of AMIT, as well as Mensa Investment Special

Interest Group. Earlier this year, he was recognized as a 40 under 40 CEO & Executive of New York by the

Young Jewish Professionals.

Mr. Kahane received his BA from Yeshiva University, where he graduated with honors in Economics and

Philosophy.

Craig Mizushima is the Chief Impact Officer for the Housing Trust Silicon Valley. The Housing Trust is the single largest nonprofit lender for affordable housing in the greater Bay-area. The organization’s financing has leveraged almost $200 million in financing supporting the creation of 17,000 new homes. Its programs help everyone from those experiencing homelessness, to renters and first-time home buyers, and the development of ADUs. The Housing Trust is exploring the feasibility of establishing its own Opportunity Zone Fund.

Responsible for developing more than $3.5 billion in real estate projects, including over 2,300 residential units in the California Bay Area, Hayden has experience in acquisition, contract negotiation, due diligence, risk assessment, financing, construction, and disposition of multifamily, single family and large mixed-use and master planned developments. He maintains relationships with a broad network of property owners, enabling him to identify and acquire prime investments. Hayden also has expertise navigating projects through the entitlement process by working with elected officials, community groups, and political organizations to gain support and get projects approved.

Roberto Barragan is the Executive Director of the California Community Economic Development

Assoociation, a 200 member association commited to community revitalization in diverse urban and

rural neighborhoods across the state of California. Roberto assists Community Development Corporations

(CDCs), Community Action Agencies and Community Development Financial Institutions (CDFIs) to

plan, fund, establish and expand robust community economic development programs, including micro and

small business lending programs, strategic and innovative community reinvestment solutions, as well as

assist nonprofit organizations with social venture business plans and funding strategies as well as fund

development plans and campaigns, and conceptualize, structure, fund and manage community led real

estate projects, e.g. administrative offices, child development and training facilities, homeless shelters,

affordable housing and commercial and retail projects that serve low and moderate income communities.

For the past 3 years, Mr. Barragan served as the Principal of nationally serving Aquaria Funding

Solutions, a diverse group of consultants focused on expanding CDFIs of Color and addressing the lack of

economic equity and racial justice in the community lending industry. His work has helped dozens of

Latino and African American CDFIs expand their small and micro lending to entrepreneurs of color

across the country. In this role, Mr. Barragan specialized in assisting Latino and Black entrepreneurs to

purchase existing businesses, specifically those the managed or were employed. Over the last 25 years,

Mr. Barragan helped over 100 aspiring entrepreneurs to buy existing businesses to save over 2,000 jobs.

Over the last 3 years, Mr. Barragan has also served as Chair and Vice Chair for the inaugural Federal

Reserve Board of Governors Community Advisory Council. Established by Dodd Frank legislation, this

Council of 15 national geographically and demographically diverse individuals from non profit and

financial organizations, universities, labor unions and associations who meet twice annually to advise the

Board on issues ranging from the Community Reinvestment Act to homelessness. And until late 2017,

Mr. Barragan served as a founding Board member for California United Bank, a $3 billion community

bank serving Southern California.

Previously, Mr. Barragan was the President of Valley Economic Development Center (VEDC) from 1999

to 2016. He managed the largest small business development non-profit organization in California,

managing a $11 million budget with 80 employees in 8 offices in Los Angeles, Las Vegas, New York

City, Miami and Chicago. VEDC served over 3,000 businesses yearly with financing, training and direct

business assistance. Barragan designed and implemented a growth strategy for VEDC building $70

million in assets with a small business loan portfolio of $35 million. In the last decade, Mr. Barragan has

raised over $100 million in federal, state and local as well as private resources for small and medium

sized business development.

He led VEDC to national prominence as a highly regarded CDFI originating $25 million annually in

small business loans. The VEDC lent almost $100 million to women and minority business owners in the

last 10 years, and launched numerous community and business programs including Business Opportunity

Funds in Chicago and New York, the Pacoima Development Federal Credit Union, the National African

American Small Business Loan Fund, the Women’s Small Business Risk Mitigation program, and the

National Micro Finance Fund among many others.

Education:

Mr. Barragan graduated from Princeton University with a Bachelor of Arts in Politics and International

Law, and studied Marketing and Real Estate Finance at the University of California, Berkeley, Hass

Graduate School of Business Administration.

Biography for Roberto E. Barragan

Boards:

Mr. Barragan is past chair and serves on the Board of the California Reinvestment Coalition as well as on

the Board of the National Association for Community Economic Development, and the Insight Center for

Community Economic Development.

He is a long time member of the Child Development Institute (CDI) a San Fernando Valley based child

development and assistance organization.

Todd focuses on investment and portfolio strategy, deal procurement, financial oversight, capital partner strategy and execution, and overall portfolio management for JMA.

Todd joined JMA Ventures in January 2002 as executive vice president and general counsel and was later promoted to president and chief executive officer. Prior to joining JMA, he was an attorney with the law firms of Orrick, Herrington and Sutcliffe, LLP (San Francisco) from May 1999 to January 2002 and Allen Matkins Leck Gamble and Mallory (Los Angeles and San Francisco) from May 1997 to February 1999 where he served as JMA Venture’s primary outside counsel for six years and represented significant institutional and development clients throughout the United States.

Todd is a passionate deal maker at heart and is experienced in the structuring of joint ventures and other complex business transactions in real estate acquisition, development, leasing and financing. In his career, he has overseen in excess of $2.5 billion of real estate sales, acquisitions and financings for both JMA Ventures and other clients.

Erik Jensen focuses on assisting individuals, businesses and nonprofits

with their federal, state and local tax issues. He frequently advises

clients in a wide range of industries on tax-efficient structuring for

business formations, capitalizations, mergers, acquisitions,

reorganizations and liquidations, and provides counsel on a variety of

other tax and business needs.

Erik has significant experience working with joint ventures in a variety

of industries and drafting their joint venture agreements and other

documents related to their ongoing operations. He also works with

companies in the cannabis space on tax and compliance issues.

Additionally, Erik provides investors, developers and business owners

with advice on tax, structuring and compliance issues relating to

Opportunity Zone investments. He is a frequent lecturer on

Opportunity Zones, having given presentations to audiences across

Colorado and the country.

In his pro bono practice, Erik helps 501(c)(3) organizations with their

formation and application for tax exemption and counsels them in their

ongoing tax-related compliance issues.

He previously taught courses on Taxation of Property Transactions and

Tax Research and Writing as an adjunct professor in the graduate tax

program at the University of Denver Sturm School of Law.

Julie Treppa is a versatile, highly experienced practitioner with expertise in a broad range of tax-related issues and controversies involving federal, state and other taxing authorities.

Julie is particularly experienced in developing strategies to help investors, developers, businesses, and non-profit organizations use tax incentives and tax credits to achieve financial goals while supporting social, environmental, and other community-based priorities. Two areas in which she has special expertise are New Markets Tax Credits and Opportunity Zones, both of which are designed to induce investments in specified low-income communities. In her practice, Julie has utilized these vehicles for clients on a broad range of projects, ranging from the development of local commercial office buildings and healthcare facilities to a fish processing plant in Alaska and the conservation of a salmon sanctuary in Northern California.

As a practitioner, Julie emphasizes developing a deep understanding of a client’s business, and arriving at tax plans that supports their specific business objectives. Her goal is to develop practical, real-world tax minimization strategies that are both innovative and effective.

She began her tax career as an IRS auditor in the exam division. Following law school, she has advised clients on an exceptionally broad range of tax-related subjects, including transaction planning, fund formation, equity incentive programs, and deferred compensation matters under Code Section 409A.

Michael Wiener is a partner in Greenberg Glusker’s corporate and tax department. He specializes in providing corporate and tax advice to real estate investors and developers, and has extensive experience structuring Section 1031 exchanges, opportunity zone investments, and joint ventures. Michael’s practice is national in scope. He has structured hundreds of transactions and routinely deals with issues such as tenancies-in-common and partnership restructuring in connection with forward and reverse 1031 exchanges. Michael also represents clients in federal and state audits and is admitted to practice in front of the United States Tax Court. Michael is a frequent speaker on the topics of 1031 exchanges and opportunity zones and holds both a J.D. and an LL.M. in Taxation from NYU School of Law.

Aaron is President and CEO for the Accelerator. He previously served as the Accelerator's Director of Economic Development. He’s spent the majority of his career in investment banking, where he traded equity derivatives and facilitated equity transactions. More recently, he worked in middle-market private equity before pivoting into the public sector, first as a fellow in the California Senate and now with the Accelerator. He’s a graduate of Harvard College and received his MBA from Stanford’s Graduate School of Business.

Pete LaMassa serves as Managing Director in the Client Solutions Group at Bridge Investment Group. He is

responsible for securing capital commitments, building, and maintaining investor relationships and growing

the presence of Bridge’s Client Solutions Group. Prior to joining Bridge, Pete was a Managing Director /

Investment Specialist in J.P. Morgan Private Bank’s Alternative Investments Group. In this role, Pete was

responsible for fundraising and worked directly with clients and their advisors, across the United States, to

determine appropriate allocations to hedge funds, private equity, private credit, infrastructure, and real

estate.

From 1999 to 2006, Pete was at UBS (formerly PaineWebber), where he worked in a number of product

specialist and marketing roles in that firm’s Alternative Investment Group. While he was there, alternative

assets under supervision grew from approximately $40 million to more than $9 billion. Pete started his career

in journalism, in the Newsletter Division of Institutional Investor, where he worked first as a reporter and

then an editor and publisher. While there, he covered numerous aspects of finance – equities, real estate,

pensions, technology, operations. Pete graduated from the State University of New York at Albany with a

degree in economics and minors in Journalism and Business Administration. He is a guest lecturer at Hofstra

University.

Lauren Byrne currently spearheads acquisitions/originations, underwriting and due diligence efforts for Enterprise Community Investment’s Opportunity Zone Fund. She has a diverse background and experience in real estate across asset classes and geographies. Her prior experience includes working in J.P. Morgan’s Global Real Assets group on their multi-family and retail real estate investing teams, working at NY-based investor and developer, The Georgetown Company, and most recently as Real Estate Director at L Catterton-backed tiny house hospitality start-up, Getaway. Lauren is a graduate of Columbia University.

Sanford C. Presant is Chair of global law firm Greenberg Traurig’s Real Estate Funds Practice. He focuses his practice on providing fund and joint venture best practice business and tax structuring advice to sponsors of the leading real estate private equity funds, qualified opportunity zone (QOZ) funds, REITs, and their local partners and investors in the U.S. and internationally.

Sandy has more than 30 years of experience as a tax and business lawyer for major funds and real estate companies. He has structured and negotiated the tax and business aspects for leading industry QOZ funds, over 100 real estate funds (including their internal general partner structuring and executive compensation) in the U.S., Europe, Latin America and Asia, and more than 500 joint ventures (partnerships and LLCs), including QOZ subsidiary JVs (QOZBs), as both a corporate and tax attorney. Sandy was the National Co Chair - Real Estate Fund Services at Ernst & Young from 2000 - 2005 and was Chair of DLA Piper’s Real Estate Fund Practice. Sandy is a prior Chair, American Bar Association Partnership Tax Committee, and is a member of the NAREIT Government Relations Committee and the Tax Policy Advisory Committee (TPAC) of the Real Estate Roundtable (and its Opportunity Zone Subcommittee.)

Sandy has substantial experience in structuring funds and joint ventures to minimize UBTI, including the use of blocker structures reducing the withholding and tax for cross border investors and tax-exempts, public and private REITs, hotel net lease structures that minimize leakage, and fractions rule compliant structures.