Agenda

Novogradac 2021 Fall Opportunity Zones Conference

Agenda

3:48 am - 3:48 am

WEDNESDAY, OCTOBER 20, 2021

THURSDAY, OCTOBER 21, 2021

WEDNESDAY, OCTOBER 20, 2021

9:00 am - 3:00 pm

OZ 201: Overcoming Obstacles Workshop- additional fee required

The opportunity zones incentive has tremendous potential to renew neighborhoods, but there are inherent complications in OZ transactions. Prepare for success by hearing about challenges that emerge in planning, financing and staying in compliance in OZs–and how to navigate those issues. Get tips from those with expertise.

Tracks:

Speaker: Brent Parker, Partner, Novogradac

Speaker: Marc Schultz, Partner, Snell & Wilmer LLP

THURSDAY, OCTOBER 21, 2021

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 9:15 am

Welcome Address

Conference chairman John Sciarretti welcomes in-person and online attendees and provides a preview of what’s coming.

Tracks:

Speaker: John Sciarretti, Partner, Novogradac

9:15 am - 9:45 am

Keynote Address

Start your conference experience hearing from an opportunity zones (OZ) champion, who will provide an update on the state of the OZ incentive.

Tracks:

Speaker: Lydia Mihalik, Director, Ohio Department of Development

9:45 am - 10:45 am

The Washington Report

Nine months into the Biden administration, hear what’s happening in Washington, D.C., concerning the OZ incentive, including a possible extension, reporting legislation and what’s coming from the Treasury Department.

Tracks:

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Shay Hawkins, Co-Founder and CEO, Opportunity Funds Association

Speaker: Catherine Lyons, Manager for Policy and Coalitions, Economic Innovation Group

10:45 am - 11:00 am

Balance Break

Reset for the next session. In-person attendees can grab a snack, visit the exhibit hall or make a connection in the network lounge. Online attendees can grab a snack, peruse the exhibit tab or make a connection in the chat.

Tracks:

11:00 am - 12:00 pm

State of the Marketplace and the Road Ahead

Stay informed with the latest by getting updates on who is investing, how much, and where investments are being made. Learn about market niches, community strategies, project trends and what to expect for the future of OZ.

Tracks:

Speaker: Julia Shin, VP & Managing Director Impact Investing, Enterprise Community Investment, Inc.

Speaker: Jeff Drinkwater, Regional Vice President, Business Development – Eastern US, JTC Americans

Speaker: Joseph Darby, Attorney, Joseph Darby Law PC

Moderator: John Sciarretti, Partner, Novogradac

12:00 pm - 1:30 pm

Luncheon

1:30 pm - 2:30 pm

Development Finance Tools and Opportunity Zones

Learn about different development finance tools and how they could be used in coordination with investments from qualified opportunity funds or to otherwise support development in OZs.

Tracks:

Speaker: Daniel Altman, Partner, Sidley Austin LLP

Speaker: Matt Wachter, Vice President of Finance and Development, Erie Downtown Development Corporation

Speaker: Lillian Plata, Founder, Nee Plata Law

Moderator: Kevin Wilson, Partner, Novogradac

2:30 pm - 2:45 pm

Balance Break

Tracks:

2:45 pm - 3:45 pm

QOF Talk: Structuring and Operating Strategies

All QOFs are not the same and so a one-size-fits-all approach to structuring and managing QOFs is insufficient. Learn best practices for structuring and operating a QOF across a range of QOF business strategy case studies.

Tracks:

Speaker: Michael McMahon, EVP, Portfolio Management & Director of Tax, RXR Realty

Speaker: Daniel Ryan, , Sullivan & Worcester

Speaker: Neil Sherlock, Vice President of Capital Markets, Starpoint Properties

Moderator: Gregory Clements, Partner, Novogradac

3:45 pm - 4:00 pm

Balance Break

Tracks:

4:00 pm - 5:00 pm

Fund Sponsors Speak

Qualified opportunity fund sponsors share what they’re looking for when they make investment decisions. Hear from those who actually operating QOFs how to get from proposal to funding and what to avoid.

Tracks:

Speaker: Greg Genovese, CEO, USG Realty Capital

Speaker: Chris Knoppe, President, CBUS OZ Funds

Moderator: Brent Parker, Partner, Novogradac

Speaker: Clark Spencer, Senior Vice President – Investments, Grubb Properties

5:00 pm - 6:00 pm

Networking Reception

FRIDAY, OCTOBER 22, 2021

8:00 am - 9:00 am

Registration and Breakfast/Login

9:00 am - 10:00 am

SEC Rules, Regulations and Your QOF

The U.S. Securities and Exchange Commission considers qualified opportunity funds to be securities, so they are required to comply with applicable regulations. Hear how the new SEC exemption order on broker registration and the expansion of the accredited investor definition will affect OZ investing. Be informed of those regulations and ensure that your QOF is compliant.

Tracks:

Speaker: R. Steven Reed, Partner, Snell & Wilmer

Moderator: Nicolo Pinoli, Partner, Novogradac

Speaker: Andrew Doup, Attorney, Kegler Brown Hill and Ritter

Speaker: Coni Rathbone, Partner, Dunn Carney

10:00 am - 10:10 am

Balance Break

Tracks:

10:10 am - 11:00 am

Mind Your Business: Structuring, Operational Considerations of Qualified OZ Businesses

Qualified OZ businesses face some specific requirements for how they are structured and how they operate. Hear recommended strategies for ensuring that your OZ business is qualified and recommended practices for keeping it that way.

Tracks:

Speaker: Christina Novotny, Counsel, BakerHostetler

Speaker: Leonard Mills, , Verte OZ

Speaker: Ashley Tison, Founder & CEO, Opportunity Zone Consultants

Speaker: Christopher Calpin, Associate, Squire Patton Boggs

Moderator: George Barlow, Partner, Novogradac

11:00 am - 11:10 am

Balance Break

Tracks:

11:10 am - 12:00 pm

OZs and Housing–Addressing the Crunch

As the U.S. emerges from the COVID-19 pandemic, the nation remains in the middle of one of the biggest housing crises in history–particularly in the moderately priced rental segment. Hear how OZ development can address this issue, which continues to develop.

Tracks:

Speaker: Rachel Reilly, Founder, Aces and Arches

Moderator: Tom Fantin, Partner, Novogradac

Speaker: Lawrence Jatsek, , CRE Development Capital

Speaker: Jamie Nahon, , Eagle OZ

Speaker: Clint Edgington, Founder, Nest Opportunity Fund