9:40 am - 9:40 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
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
Tracks:
Speaker: John Sciarretti, Partner, Novogradac
9:15 am - 9:45 am
Keynote Address
Tracks:
Speaker: Lydia Mihalik, Director, Ohio Department of Development
9:45 am - 10:45 am
The Washington Report
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
Tracks:
11:00 am - 12:00 pm
State of the Marketplace and the Road Ahead
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
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
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:
2:45 pm - 3:45 pm
QOF Talk: Structuring and Operating Strategies
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
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:
4:00 pm - 5:00 pm
Fund Sponsors Speak
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
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
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
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