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Opportunity Zones Summit

Presented By CohnReznick & Develop

A Premium Half-Day Event Covering Local and National OZ Regulations, Issues and More!

Event Ended On: Wednesday June 26 2019

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Presented By

Speakers and Panels

Opening Remarks

Ben Carson
Chairman of the White House Opportunity and Revitalization Council (Keynote)

Ben Carson

Secretary, Housing and Urban Development (HUD)

Special Interview with U.S. Senator Tim Scott

Tim Scott
Co-Founder of Opportunity Zone Initiative (Keynote)

Tim Scott

Senator, South Carolina, U.S. Senate

National Regulatory Environment

Daniel Kowalski
Counselor to U.S. Treasury Secretary Steven Mnuchin

Daniel Kowalski

Counselor to the Secretary, U.S. Department of the Treasury
Ben Hobbs

Ben Hobbs

Special Assistant to the President, White House Office of Domestic Policy
Ira Weinstein
Moderator

Ira Weinstein

Managing Principal, CohnReznick

Fund Formation & Raising Capital

Stephen Sharkey

Stephen Sharkey

Partner, DLA Piper
Jay Augustyn
Moderator

Jay Augustyn

Partner, Ice Miller

Doing Deals: Construction & Development

Ian Ross
$500M Opportunity Zone Fund

Ian Ross

Founder & Principal, SomeraRoad
Scott Goodman
100-Acre Burnham Lakefront Chicago

Scott Goodman

Founding Principal, Farpoint Development
Stephanie Smith
Moderator

Stephanie Smith

Principal, SMS Global Advisors

Community Engagement

Andrew Lee

Andrew Lee

Head of Sustainable & Impact Investing, UBS Global Wealth Management
Jonathan Tower
$500M Opportunity Zone Fund

Jonathan Tower

Founder, Arctaris Impact Fund
Alfonso Costa Jr.

Alfonso Costa Jr.

Executive Vice President, Falcone Group

Venue

Marriott Marquis Washington, DC
901 Massachusetts Ave NW
Washington DC 20001

Ballroom/Floor: Independence Ballroom located on the M4 Level


Parking Information:

$35.00 valet only

Get Directions

Agenda

Time Activity
7:30 AM
8:30 AM
Registration, Networking, & Breakfast
8:30 AM
8:50 AM
Opening Remarks: HUD Secretary Ben Carson
8:50 AM
9:35 AM
National Regulatory Environment
9:35 AM
9:50 AM
Networking Break
9:50 AM
10:35 AM
Fund Formation & Raising Capital
A local and national perspective
10:35 AM
11:20 AM
Doing Deals: Construction & Development
A local and national perspective
11:20 AM
12:05 PM
Community Engagement
A local and national perspective
12:05 PM
12:30 PM
Special Interview with U.S. Senator Tim Scott
12:30 PM
1:00 PM
More Networking!

Summary

1. What do the IRS regulations released in April mean for investors looking to put money in Opportunity Zones?

2. How can developers use Opportunity Zones to benefit communities in need, rather than amplifying fears of displacement?

3. As the deadline to maximize 2019's capital gains approaches, what are the next best steps for investors and developers alike?

4. How are professionals forming Qualified Opportunity Zone Funds and raising capital?

5. What Opportunity Zone deals have been made, locally and nationally, and how?

6. How will HUD Secretary Carson's preference point system impact affordable housing?

**Please note content on this event will run until 12:05PM**