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8:00 AM
Registration and Breakfast for All Conference Attendees
8:55 AM
IMN's Opening Remarks
9:00 AM
The Golden Opportunity: Expanding Economic & Community Benefit in California

A featured keynote speech will detail how California is using opportunity zones to further investment in housing, commercial real estate, green technology and renewable energy. The conversation will also provide an update on regulatory guidance and its implications for the diverse stakeholders that are active in or plan to enter the opportunity zones marketplace.

Ron Frierson

Director of Economic Policy
Mayor’s Office, City of Los Angeles
9:20 AM
How to Cash in on QOZs: Key Considerations for Family Offices & RIAs

Family offices are increasingly reaping the tax incentives provided by opportunity zones. This panel brings together some of these investors and their trusted advisors to offer a roadmap for family offices looking to play in the opportunity zones space.

  • What approach should RIAs take with their retail clients in regards to QOZs? What regulatory protocols do RIAs need to have in place in order to process a QOZ transaction? What do RIAs needs to know about the transactional requirements, compliance and due diligence protocols particular to the QOZ program?
  • What are the benefits and risks for family offices investing in opportunity zones?
  • To which strategies and in which markets are you allocating capital for opportunity zone funds?
  • As an LP, what are your foremost concerns about investing in opportunity zones? What are you doing to manage risk?
  • Which do you consider to be the earmarks of a strong investment? What’s on your decision-making checklist? Are there certain markets or sectors that you’d prefer to avoid?
  • How do operating businesses factor into your investment plan? Which tech startups and large-scale businesses are you considering for investment? How do you plan to structure those deals?

Steve Kwong

Vice President, Senior Financial Advisor
Merrill Lynch

Darren Whissen

President
Atomi Financial Group

Tony Hallada

Managing Principal
CliftonLarsonAllen LLP

Clint Myers

Partner
Rise of the Rest

Ritesh Patel

CIO
Virtu Investments
10:05 AM
Networking Break, Courtesy of:
 
                        
10:35 AM
What Will Opportunity Zones Look Like 10 Years from Now?: SoCal & U.S. Data Deep Dive

With a wave of notable projects underway or in planning, the uptick in opportunity zone investment and development has only just begun in Southern California. This panel gathers tax and policy experts, opportunity zone investors and fund managers to discuss the future of the economic development tool, prognosticating what needs to happen on the regulatory front to continue driving investment momentum and kick the program into high gear, statewide and throughout the U.S. Dive into the data to gain a clearer view of where demand is growing and the risks that lie ahead.

  • As administrations change, how might this impact the capital treatment of QOZ investments?
  • What might happen when opportunity funds become more difficult to certify? How could increasing oversight impact how you approach these investments?
  • How has the latest IRS guidance impacted your opportunity zone investment strategy? 
  • What is the most current data indicating about the growth trajectory for opportunity zones in and around Los Angeles? With L.A. hosting the 2028 Olympics, what could this mean for a development and construction boom within the area’s qualified opportunity zones?
  • With economic growth lagging, what risks are fund managers and investors monitoring? In which submarkets, property types and asset classes do you expect to see the strongest growth?
  • Which new players are likely to enter the opportunity zone investment market in the coming year?

Alan Lincoln

Real Estate Analyst
Mick Law P.C. LLO

Brad A. Molotsky

Partner
Duane Morris LLP

Rodney Emrani

President, Principal
Emrani & Associates

Kurt Hoffman

Portfolio Manager, CRPC®
UBS Family Wealth Management

Rama Kaza

Associate Vice President, Portfolio Oversight
CIM
11:30 AM
Manage Risk & Meet Business Objectives in QOZs: Private Capital Investment Primer

Learn how private investors go about selecting sites for QOZ investments, and the unique financial and legal considerations that must be taken into account.

  • What risks, both to the site and physical asset, need to be underwritten?
  • What sources of funding are managers targeting? How are they adjusting their strategies to attract family offices, high-net-worth individuals, pensions and other institutional investors?
  • Which investment strategies are best suited to private capital investors?
  • What do private capital providers need to know about capital gains deferrals, tax basis increases and tax-free growth, before embarking on these investments?
  • What factors inform the decision to invest directly or via a platform?
  • What strategies, relationships and technologies are crucial to more efficiently source and evaluate investment opportunities?

 

Mike Treiman

General Counsel
StarPoint Properties, LLC

Kate Kraus

Partner
Allen Matkins

Michael Fitzpatrick

Executive Vice President & CFO
Baker Tilly Capital, LLC

Garett Bjorkman

First Vice President of Portfolio Oversight
CIM Group

Nick Marietti

Managing Director, Real Estate
Cresset

Gregory Wendt

Senior Wealth Advisor
StakeHolders Capital
12:25 PM
Networking Luncheon
1:25 PM
How to Finance Opportunity Zone Deals in Secondary & Tertiary Markets

As the economic cycle continues its record-long bull run, investors and developers are finding upside ever more elusive. This panel offers case studies demonstrating creative strategies for identifying strong secondary and tertiary markets and finding the right expertise to get those deals done.

  • Outside of primary markets, which property segments in qualified opportunity zones do you expect to see the most growth? In which QOZ projects are you investing? What’s in your deal pipeline? How do you decide where to invest?
  • What are the most common challenges you’re facing in executing these deals? What strategies have you used to overcome them? How are you using technology to execute more opportunity zone deals, faster? How do you vet third-party asset managers to help you scale your portfolio outside of your primary market?
  • Which lesser-known incentives can be used for opportunity zone deals? How can they be combined to maximize returns? What is the potential of renewable energy to offer developers a competitive and appealing source of capital?
  • What analysis are you applying to operating business investments in secondary and tertiary markets? How are you underwriting these investments in the long term? Which business have the strongest growth potential in secondary and tertiary markets? What risks are you monitoring?
  • What role could universities play in getting projects off the ground? What other types of partnerships have been successful for executing opportunity zone projects outside of core markets?

William Ahern

Partner
Allen Matkins

Andrew Oshay

Principal
Oshay Family Office

David Fong

Partner
RedBridge Capital

Jim Kamradt

Director of Syndication
Resolute Capital Partners
2:10 PM
Commercial Real Estate in Opportunity Zones: How Much Runway Remains?

Find out how investors are structuring deals in opportunity zones across multifamily and commercial property types, as well as the macroeconomic and sector-level trends that are informing long-term investment strategies.

  • Which single-family investment opportunities are you targeting? How does growth potential differ in core, secondary and tertiary markets? What do you anticipate to be the impact of FHA’s incentives on affordable housing investment in opportunity zones?
  • What do you consider to be the greatest risks of investing in existing opportunity zones assets? How do those compare to development risks? What are best practices for controlling costs associate with new construction and redevelopment? What kinds of investment plays are offering the best value at this stage in the cycle?
  • How are developers and investors approaching downtown office conversions in QOZs? What are the benefits and risks of including co-working space in opportunity zone developments?

Scott Gale

President
Ventus Group

Bradley Hall

Managing Partner
Capital Hall Partners

Joan Kramer

Principal
Mountain Pacific Opportunity Partners

Matt Burskey

Partner
Cadence Capital Partners

Michael Fitzpatrick

Executive Vice President & CFO
Baker Tilly Capital, LLC
2:55 PM
How to Set Up A No-Fail Fund

The rush to take advantage of opportunity zones has drawn a host of novice players into the space. Find out how to discern between a strong investment and a bad deal by hearing about triumphs and lessons learned from investors across the spectrum of experience and the fund managers who helped them get started.

  • What questions should you be asking your fund manager? What kind of expertise should your fund manager have? How can you ensure your fund manager understands the economic dynamics of the communities in which you invest?
  • What do you consider the greatest challenges and risks in fund administration, and what are you doing to manage them? How do you resolve conflicts of interest among fund investors? What agreements should be in place between the sponsor and the investor to avoid these?
  • Which factors do you include in your market selection process and investment analysis? Have you come across any red flags in your analysis? What do you consider to be the trademarks of a bad deal, and how do you remedy the situation?
  • Does your strategy target single- or multi-asset funds, or both, and how do you plan to adjust this in the next several months? How are you addressing diversification risk in your portfolio structuring?

Darin Munson

President
The Phoenix Group

Christopher Gething

Founder and Managing Member
Atherean Wealth Management, LLC

Larry Steinberg

Chief Investment Officer
Financial Architects

Russell Putnam

Manager
FactRight, LLC
3:45 PM
Networking Break, Courtesy of:

             

                       
4:15 PM
Quantifying the Impact of Community Revitalization & Economic Development

Though favored by many for their tax advantages, at the core of opportunity zones is the mission to revitalize under-resourced communities through increased investment in people and places. Hear what it takes to accomplish this mission, directly from those individuals and organizations actively empowering communities.

  • What strategies have you used to align the interests of communities, developers, public entities and investors? What lessons have you learned in the process? How do you leverage these relationships to mitigate risk?
  • What do you need to know in order to better understand the perspectives of the state and local governments with whom you collaborate?
  • How are you incorporating federal incentives for business growth into your investment strategy?
  • How can you ensure your project will deliver a meaningful economic benefit, and how do you best communicate that among all stakeholders?

Robert Whyte

CEO
Whyte & Co.

Aaron Marzwell

Founder & CEO
APPA Real Estate

Alex Bhathal

Founder
RAJ Capital Management

Sam Hales

Chief Executive Officer
Saratoga Group

Kunal Merchant

President and Co-Founder
Cal OZ
5:00 PM
Networking Reception
6:00 PM
Opportunity Zones West Concludes
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Information Management Network - Privacy Notice

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This Privacy Notice was updated on 23 May 2018

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    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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