Registration Questions

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

Request Speaker Information

Speaker Topics

Tell us a Little More

Speakers and Panels

Meet The Experts

Steve Glickman

Steve Glickman

Co-Founder and CEO

Statt

Alfonso Costa Jr.

Alfonso Costa Jr.

COO

Falcone Group

P. David Bramble

P. David Bramble

Co-Founder & Managing Partner

MCB Real Estate

Sam Spencer

Sam Spencer

CEO and Managing Director

CEI Boulos

Peter Ciganik

Peter Ciganik

Partner & Head of Capital Markets

GTIS Partners

Thomas Skinner

Thomas Skinner

Managing Partner

Redbrick LMD

Jill Homan

Jill Homan

Managing Director

America First Policy Institute

Jonathan Tower

Jonathan Tower

Founder

Arctaris Impact Fund

Matthew Rappaport

Matthew Rappaport

Vice Managing Partner

Falcon Rappaport & Berkman

Steve Glickman

Co-Founder and CEO

Statt

Steve is Co-Founder and CEO of Statt, a venture-backed, big data

and AI policy and regulatory intelligence platform based in

Washington, DC and Austin, TX.

Steve was previously the Co-Founder and CEO of the Economic

Innovation Group, a bipartisan economic policy ideas and advocacy

organization, which was the architect for the $100B Opportunity

Zones program.

Earlier in his career, Steve served in the Obama-Biden

Administration, including for the National Security Council and

National Economic Council in the White House. He also held the

role as Chief of Staff for the U.S. and Foreign Commercial Service.

Steve previously practiced law as Majority Counsel to the U.S. House Oversight and

Government Affairs Committee, as well as an Honors Program Attorney in the Justice

Department and Special Assistant U.S. Attorney for the District of Columbia.

Steve received his B.A. and M.A., magna cum laude, from Georgetown University, J.D. from

Columbia Law School, and LL.M., with highest honors, from the London School of Economics

and Political Science.

Alfonso Costa Jr.

COO

Falcone Group

As Chief Operating Officer (COO) of the Falcone Group, Alfonso Costa Jr. oversees the development of multifamily apartment communities and condominium projects, leading public-private partnership opportunities as well as the company’s operational and strategic initiatives.

His current pipeline of mixed-use development projects includes more than 2,000 residential units and 200,000 square feet of retail & self-storage, with a total value exceeding $1 billion. Such projects include “Block C-East” at Miami WorldCenter, and the “Horizon of Oakland Park,” a mixed-use public-private-partnership with the City of Oakland Park.

Prior to joining the Falcone Group, Alfonso served as Deputy Chief of Staff & Opportunity Zones lead for the U.S. Department of Housing and Urban Development (HUD), where he oversaw policy for the $50 billion annually-budgeted Cabinet agency, which maintains a wide range of housing and community development programs, a $1.3 trillion mortgage insurance portfolio, and approximately 7,000 employees across 57 offices nationwide.

As an expert on the bi-partisan Opportunity Zones program, he held the title of Chairman’s delegate and HUD’s lead representative on the Federal Government’s inter-agency Opportunity and Revitalization Council, and for his efforts he was recognized in the Opportunity Zone Magazine’s “Top 25 OZ Influencers” list for both 2020 and 2021.

A former 5th-grade teacher as a Teach for America corps member, Alfonso is now an active social advocate through philanthropic & academic volunteer efforts on both the local and national levels.

In his home State of Florida, he is the Program Chair of ULI Florida’s Affordable & Workforce Housing Council (AWHC), Advisory Board Member & recent Chair of the Nova Southeastern University Master’s in Real Estate Development (MSRED) Program, recent Member of the City of West Palm Beach Affordable Housing Advisory Committee, Heart & Spirit Society member for the Boca Helping Hands food-giving non-profit organization, and an In Jacob’s Shoes of Hope Hero member for the shoes/socks/school supplies non-profit organization.

Nationally, he serves as a Member of the Harvard Alumni Real Estate Board, National Housing Taskforce, Housing Advisory Council Member of the Bipartisan Policy Center, Board Member of the Home Builders Institute, and Full Member of the Urban Land Institute.

He earned his law degree from Harvard University, master’s degree from the University of Oxford, and bachelor’s degree from Yale University, where he played both Division-I basketball and Division-I lacrosse while serving as Chair of the Yale Athletic Department’s Thomas W. Ford Community Outreach Committee.

P. David Bramble

Co-Founder & Managing Partner

MCB Real Estate

P. David Bramble has been working in real estate investment for over 20 years. He dedicates his time to sourcing & capitalizing transactions and overseeing project underwriting and execution. As a corporate and real estate attorney by training, David brings a deep knowledge of all aspects of the real estate cycle. Prior to MCB, David served as the director of commercial lending for a regionally based full-service lending firm –Madison Funding – which he co- founded in 2000. Prior to devoting all his time to commercial real estate investment, David practiced law in the transactions group of Steptoe & Johnson LLP where he provided corporate and real estate advisory services. His practice focused on complex workouts, primarily in the real estate and financial products space.

David serves as the Chairman of the Board of Lendistry, a fintech enabled CDFI focused on providing small business capital to underserved communities nationwide. He serves on the investment committee and board of the Robert W. Deutsch Foundation which invests in innovative people, projects, and ideas that improve the quality of life in Baltimore and beyond. He also serves on the boards of Johns Hopkins Bayview Hospital, Ronald McDonald House, UPENN Institute for Urban Research, The Abell Foundation, and Baltimore Tree Trust.

David received his J.D. from the University of Pennsylvania, and A.B. from Princeton University.

David received his J.D. from the University of Pennsylvania, and an A.B. from Princeton University.

Sam Spencer

CEO and Managing Director

CEI Boulos

Sam Spencer is CEO and Managing Director of CEI-Boulos Capital Management, a real estate investment fund management company focused on delivering both competitive financial returns and social impact. The company serves banks, family offices, and other institutional investors, and has a national scope. CEI-Boulos is a joint venture between CEI, a community development finance institution, and The Boulos Company, an integrated commercial real estate firm.

The company’s first Opportunity Zone fund is the Woodforest CEI-Boulos Opportunity Fund. The fund invests in high-impact commercial real estate projects across the seventeen-state Community Reinvestment Act footprint of its sole investor, Woodforest National Bank, with the goal of ensuring that these investments benefit the economically distressed communities in which the projects are located. In 2020, the Woodforest CEI-Boulos Opportunity Fund was recognized by Forbes and the Sorenson Impact Center as one of the “The Forbes OZ 20: Top Opportunity Zone Catalysts,” and one of the ten most innovative and impact focused Opportunity Zone funds in the country. In 2021, the fund was the winner in the Societal and Community Impact Innovation category of the Banking Administration Institute (BAI) Global Innovation Awards.

With the demonstrated success of the Woodforest CEI-Boulos Opportunity Fund, CEI-Boulos has since launched two more funds in 2022 with NBT Bank and Allivate Impact Capital.

Spencer was previously Senior Vice President for Investments at CEI Capital Management, of the nation’s leading allocator of federal New Markets Tax Credits. Spencer has also been an entrepreneur in the energy field and a real estate developer. He served on the Clinton White House staff for four years, including as Special Assistant to Vice President Al Gore. For eight years he served as Democratic National Committeeman for Maine. He is a board member of Maine Coast Heritage Trust, a leading state-wide land trust, where he serves as the Chair of the Public Policy Committee, on the Executive Committee, the Lands Committee, the Governance Committee, the DEIJ Working Group, and on the board of an affiliated LLC. He has also previously served as president of the board of Opportunity Maine, an education policy non-profit, and as president of the Portland Development Corporation, the city’s economic development and loan authority, and on the board of Maine and Company, a non-profit focused on state business attraction. As a high school student, he served as Head Page of the U.S. Senate. He received a BA degree cum laude in government from Harvard College and MBA degree from Harvard Business School.

Thomas Skinner

Managing Partner

Redbrick LMD

Tom Skinner is a founding member of Redbrick LMD and is one of the firm’s three Managing Partners. He has invested in and developed close to $2 billion in real estate assets and established a pipeline of over $4 billion in future development projects.

Prior to founding Redbrick, Tom invested in or founded numerous operating businesses primarily in the real estate, technology and financial services industries. Tom began his professional career at McKinsey & Co. where he worked with financial institutions on strategy issues. Tom earned his Ph.D. in economics from MIT and his BA in economics from Oxford University.

Jill Homan

Managing Director

America First Policy Institute

Jill Homan is from Clayton, North Carolina, and serves as Deputy Director, Economy & Trade, Campaign Director, and Senior Advisor to the President & CEO at AFPI. Over a two-decade career in private equity, Homan has focused on investing in low-income communities, including Opportunity Zones. She is recognized for her expertise in Opportunity Zones and has worked closely with legislative and administrative members to advocate for effective regulations and promote economic development in underserved areas. In addition, Homan’s commitment to community development is evident in her efforts to own, operate, and preserve quality workforce housing.

Before working in economic development and finance, Homan served on Capitol Hill as a legislative assistant and press secretary. She was formerly an elected member of the Republican National Committee, held senior leadership positions with the RNC, and served as a site selection committee member for the 2016 and 2020 Republican National Conventions.

Homan earned her Master of Business Administration and Master of Public Policy degrees from Duke University, where she focused on finance and urban revitalization. She is an Accredited Professional in Leadership Energy and Environmental Design ® and has founded an organization of several hundred women dedicated to helping educate women on investing in institutional real estate. She currently serves on the Economic Investment Committee for the State of North Carolina, the Triangle East Chamber Board of Directors, and its Economic Development Committee.

Jonathan Tower

Founder

Arctaris Impact Fund

Mr. Jonathan D. Tower is the Founder and Managing Partner of the Arctaris Impact Fund, LP, Arctaris Royalty Partners, LLC, and three predecessor Arctaris impact investment funds. Mr. Tower invests in growth-oriented businesses in the manufacturing, technology, and services industries with heavy emphasis on underserved and underrepresented banking markets.

Mr. Tower has over 15 years of industry experience, investing in private equity and private debt, including three interim Chief Executive Officer roles in private equity-backed companies. He has worked closely with portfolio companies in the manufacturing, technology, and services industries to achieve their growth objectives, including Capterra (acquired by Gartner), Verid (acquired by EMC), QuoteShip (acquired by ICGE), Moguldom Media (acquired by InteractiveOne), and Xoom (acquired by PayPal).

Prior thereto, Mr. Tower was a Managing Director, Operating Partner and member of the Investment Committee at Dutchess Capital Management LLC. He held responsibilities both in private equity deal execution and maximizing value in portfolio companies, working with management teams to develop growth or turnaround strategies.

At Fidelity Ventures, he executed private equity and venture capital investments, focusing on the enterprise technology, security and communications sectors.

At IBM, Mr. Tower was a member of the Corporate Venture Capital, Mergers & Acquisitions and Debt Capital Market groups, where he facilitated the issuance of more than $2 billion in term debt, managed $250 million of A/R factoring transactions, led venture investments in five expansion-stage technology businesses, and executed two corporate divestitures that generated $300 million in profit.

Prior to IBM, Mr. Tower was a Co-Founder and Vice President of Business Development at Vodium.com. From 1996 to 1999, he was a Financial Journalist at Bloomberg News. Mr. Tower has published articles on corporate finance, derivatives and risk management in Bloomberg News, Bloomberg Magazine, International Herald Tribune, and the New York Times.

Mr. Tower received an M.B.A. degree from Harvard Business School in 2002 and a B.A. degree in English and Mathematics from Georgetown University in 1996.

Matthew Rappaport

Vice Managing Partner

Falcon Rappaport & Berkman

Matthew chairs FRB’s Taxation and Private Client Groups. He concentrates his practice in

Taxation as it relates to Real Estate, Closely Held Businesses, Private Equity Funds, Family

Offices and Trusts & Estates. He advises clients regarding tax planning, structuring, and

compliance for commercial real estate projects, all stages of the business life cycle, generational

wealth transfer, family business succession, and executive compensation. He also collaborates

with other attorneys, accountants, financial advisors, bankers, and insurance professionals when

they encounter matters requiring a threshold level of tax law expertise.

Matthew is known for his work on complex deals involving advanced tax considerations, such as

Section 1031 Exchanges, the Qualified Opportunity Zone Program, Freeze Partnerships, Private

Equity Mergers & Acquisitions, and Qualified Small Business Stock. He has served as a trusted

advisor for prominent real estate funds, executives of multinational corporations, venture

capitalists, successful startup businesses, ultra-high net worth families, and clients seeking

creative solutions to seemingly intractable problems requiring tax-focused analysis.

Education

● Georgetown University Law Center – Master of Laws, Taxation

● Georgetown University Law Center – Juris Doctor

● Bar Admissions

● State of New York

● United States Tax Court

Bar Admissions

● State of New York

● United States Tax Court

Why You Can't Miss This Conversation

The Opportunity Zone program is entering its most consequential stretch since it launched in 2018, and the decisions get made this year, not next year.

By December, Treasury will have certified the final national map of newly designated Opportunity Zone tracts. Original OZ 1.0 deferrals come due December 31st, forcing investors who deferred gains under the first version of the program into a hard tax decision. And on January 1st, the new OZ 2.0 rules take effect nationwide: a rolling five year deferral tied to investment date, a new Qualified Rural Opportunity Fund with a 30% basis step up, tightened eligibility criteria, and expanded reporting requirements for funds and fund managers. For the first time in the program's history, two maps will be live at once, the original zones running through 2028 and the new zones taking effect in 2027, and everyone with capital, land, or a pipeline in play needs to know exactly where they stand.

Bisnow's National Opportunity Zones Summit brings the people driving these decisions into one room in Washington, DC on December 3rd, at the exact moment the new rules lock into place.

The day unfolds across three conversations:

Policy & Program Update: Understanding OZ 2.0 opens the day by grounding the room in what actually changed, the tightened eligibility standards, the new decennial designation process, and the reporting requirements funds are now building compliance infrastructure around.

Investment Strategy: Capital, Deferral, and the New Math turns to the money, how fund managers are timing raises around this year's deadlines, what the Qualified Rural Opportunity Fund opens up for rural markets, and how the shift from a fixed deadline to a rolling deferral is changing deal structuring.

Development & Deal Structuring: Building in the New Zones closes the day at ground level, with a look at what's actually getting built, where, and how developers are underwriting the transition between the outgoing map and the incoming one.

In the room: The policymakers shaping the program's next decade, the fund managers who have raised and deployed billions under the original rules and are now building the vehicles for the next phase, and the developers and owners translating policy into projects on the ground, from established Opportunity Zone platforms to the rural and Mid-Atlantic markets seeing the newest activity. This is not a room for theory. It's a room for the people who need to make a decision before the calendar turns.

For questions, recommendations, comments, or press inquiries please email our Vice President of Production, Elizabeth Baker at liz.baker@bisnow.com. To request disability-related accommodations, please contact caroline.moshedi@bisnow.com no later than seven business days prior to the event.

Agenda

Time Activity
8:00 AM
9:00 AM
Registration, Networking, and Breakfast
9:00 AM
9:45 AM
Policy & Program Update: Understanding OZ 2.0

New Map, New Rules, New Clock: What Every Investor Needs to Know Before January 1st

9:45 AM
10:00 AM
Networking Break
10:00 AM
10:45 AM
Investment Strategy: Capital, Deferral, and the New Math

From Fixed Deadline to Rolling Clock: Where Smart Capital Is Moving Next

10:45 AM
11:30 AM
Development & Deal Structuring: Building in the New Zones

Two Maps, One Transition: What's Actually Getting Built Right Now and How Developers are Preparing for Tomorrow's Projects

11:30 AM
12:00 PM
Closing Networking

Tickets

Super Early Bird

$120.00 /ticket

Our lowest price yet. Grab it before Sep 25, 2026.

Sponsors