Alice Chen serves as a Vice President of Portfolio Oversight at CIM Group, where she focuses on advancing the firm’s Opportunity Zone strategy. She plays a central role in overseeing investment performance across each deal’s lifecycle, executing asset-level business plans, and driving portfolio diversification. She is actively involved in shaping key decisions related to liquidity, capital deployment, and asset positioning. She is particularly focused on leveraging the extended, evergreen nature of the Opportunity Zone program to align long-term value creation with investor interests.

Prior to CIM Group, Alice served as a Senior Associate at Gaw Capital USA, where she focused on real estate investments and asset management across major U.S. markets. During this time, she further developed her expertise in navigating complex market dynamics and executing value-driven investment strategies. Earlier in her career, she gained foundational development experience at Shui On Land, one of China’s premier developers of large-scale, master-planned communities. There, she contributed to the planning and execution of transformative mixed-use projects that combined residential, retail, office, and cultural components. This early exposure to large-scale urban redevelopment helped shape her holistic understanding of real estate value creation—from concept through execution and long-term operation.

Alice holds a Bachelor of Business Administration in Marketing from The Hong Kong Polytechnic University and a Master of Science in Real Estate Development (MSRED) from the Massachusetts Institute of Technology.

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.

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.