Rachel Reilly is the founder of Aces & Archers, a strategic advisory and consulting firm focused on addressing socioeconomic inequality by reimagining traditional models for economic growth and private investing. Aces & Archers works with a broad range of clients on policy development and implementation, impact measurement and articulation and capital aggregation and deployment strategies in a collective effort to transcend the status quo and blaze new trails toward opportunity and prosperity. Ms. Reilly previously served as the director of impact strategy at the Economic Innovation Group (EIG) where she led the organization’s work to support communities, policymakers and investors catalyzing sustainable economic growth in opportunity zones across the nation. Prior to EIG, Ms. Reilly was the director of impact investing at Enterprise Community Partners where she expanded community investment opportunities for people and businesses by leading Enterprise’s $100 million debt offering–the Impact Note–as well as policy and advocacy activities related to impact investing. She has a master’s degree in real estate development from the University of Maryland, and served two terms as an elected representative in Washington, D.C.
VP & Managing Director Impact Investing Enterprise Community Investment, Inc.
Julia Shin is a vice president of innovation and managing director of impact investing for Enterprise Community Investment Inc., where she focuses on financial innovation and new capital relationships. Ms. Shin brings deep private sector experience to Enterprise, both as banker and a transactional lawyer. Before joining Enterprise in 2013, Ms. Shin was a derivatives banker at Citi where she structured index, fund and structured-note solutions for institutional and retail clients. Prior to Citi, she was an investment banker at Goldman Sachs where she structured financial instruments and solutions, and worked on new product development. Prior to her investment banking work, Ms. Shin worked as a corporate attorney in New York City at Cravath, Swaine & Moore and Covington & Burling, representing institutional clients with focuses on mergers and acquisitions, securities law and banking law. Ms. Shin serves on the board of the Clean Energy Group and on the Advisory Committee to NatureVest’s Accelerator Fund. She received her juris doctor and master’s degree in economics from the University of Chicago and received her undergraduate degrees from MIT. She is also a classically trained pianist and studied at the Pre-College Division of the Juilliard School.
Regional Vice President, Business Development – Eastern US JTC Americans
Partner Sidley Austin LLP
Dr. Daniel Altman is a partner in the tax group of Sidley Austin LLP and is based in New York. Mr. Altman has significant experience with opportunity zones, providing structural and transactional tax advice to investment banks, fund managers, family offices, high-net-worth individuals and property owners with respect to single asset, multiple assets and blind pool funds investing in real estate as well as ongoing businesses. In addition, he represents investors and borrowers in new markets tax credits transactions. Mr. Altman also represents clients with respect to all tax aspects of domestic and cross-border joint ventures, real estate investments, REITs, M&A and corporate restructuring transactions, including tax free and taxable transactions, and stock and asset sales. Mr. Altman provides tax advice in a variety of fields, including fund formation, real estate, intellectual property, manufacturing, asset management and others. Mr. Altman received his doctoral degree from Harvard Law School and, in addition to other publications, has published two books. In 2006, Mr. Altman received the prestigious Mitchell B. Carroll Prize from the International Fiscal Association for one of his books. Mr. Altman is a member of the Executive Committee of the Tax Section of the New York State Bar Association and a member of the U.S. International Advisory Board of Bloomberg BNA.
Christina Novotny is counsel in the Cleveland office of BakerHostetler. Her practice focuses on the federal tax aspects of real property transactions, specifically transactions involving federal and state historic rehabilitation tax credits, federal and state new markets tax credits, qualified opportunity funds and Section 1031 tax-deferred exchanges. Prior to law school, Ms. Novotny worked as a CPA in the tax groups of two former Big Five accounting firms. Ms. Novotny holds bachelor’s degrees in accounting and Spanish from Ohio University and a law degree from the University of Notre Dame.
EVP, Portfolio Management & Director of Tax RXR Realty
Michael McMahon is an executive vice president, portfolio management and director of tax for RXR Realty. RXR Realty is the successor entity to Reckson Associates Realty Corp., a publicly traded REIT that was sold to SL Green in 2007. McMahon joined Reckson in June 1997 as a vice president, with the responsibility of starting and organizing the tax department function. During his tenure with the Company, McMahon has been involved in structuring numerous transactions in a tax-efficient manner. With the formation in 2005 of RNY Property Trust (ASX: RNY), a publicly traded Australian listed property trust, McMahon took on the additional role of director of LPT Reporting, where he was responsible for monitoring and reporting on all aspects of the LPT’s operations. He later expanded that role to serve as executive vice president, portfolio management for RNY’s suburban portfolios. Prior to joining RXR, McMahon spent four and a half years in the tax department of Ernst & Young LLP’s Real Estate group, specializing in both REIT and partnership taxation matters. McMahon is a New York State licensed CPA. He graduated from the College of Staten Island/CUNY with a bachelor’s degree in accounting and earned his MBA in Taxation from Bernard Baruch College/CUNY. He is a member of the Real Estate Roundtable’s Tax Policy Advisory Committee where he currently serves as part of the Roundtable’s Opportunity Zone Working Group. This working group provided written comments and had in-person meetings with Treasury regarding the program, with many of the group’s comments incorporated into the final regulations. McMahon has participated on numerous panels related to opportunity zones and has had an article published in the November 2019 edition of Opportunity Zone Magazine. In his role as director of tax, McMahon handles tax and investor relation matters for RXR’s first Qualified Opportunity Zone Fund which in 2019 raised nearly $500 million of equity, all of which has been successfully invested into several transformative projects throughout the N.Y. tri-state area.
CEO USG Realty Capital
Greg Genovese leads and manages all aspects of the company’s real estate securities operations, including USG’s opportunity zones platform and managing the best-in-class, Investors Choice OZ Fund LLC as CEO and manager. Throughout his 32 years in the real estate and securities industries, Genovese has held executive management and leadership roles for some of the country’s preeminent real estate securities firms, leading asset management for various alternative investment platforms, private placements, REITs, 1031 Exchange Programs, IPO offerings and opportunity zones funds. Genovese earned a bachelor’s degree in economics from California Polytechnic University, as well as advanced postgraduate degrees from both Claremont Graduate University and Stanford University. Genovese is a registered representative with the Financial Industry Regulatory Authority, holding Series 6, 7, 22 and 63 licenses and is an active member and contributor to National Association of Real Estate Investment Trusts), Alternative and Direct Investment Securities Association, Investment Program Association, as well as a life member of the Financial Planning Association. In addition, Genovese is a founding shareholder of Bay Commercial Bank headquartered in Walnut Creek, California, and Alpha Omega Winery in Napa, California, as well as a board member for the U.S. chapter of the international Right to Play organization and the Bay Area Sports Hall of Fame.
Vice President of Finance and Development Erie Downtown Development Corporation
Matt Wachter is vice president for finance and development with the Erie Downtown Development Corporation (EDDC). Wachter oversees financial modeling and capital recruitment efforts for the EDDC’s $100 million revitalization of downtown Erie, Pennsylvania. To date, Wachter and his colleagues have secured more than $40 million in opportunity zones (OZ) investment commitments from several regional and national investment funds to one of the nation’s poorest zip codes. The EDDC’s development projects are intended to be transformational for Erie’s downtown and deliver both a financial return and social impact. The EDDC and Wachter have been recognized by the White House, Sen. Tim Scott, R-S.C., Forbes, the Sorenson Impact Center, Wall Street Journal, Mastercard Center for Inclusive Growth, and KPMG for being intentional and strategic about OZ and impact investment generally. Wachter has testified before committees of the Pennsylvania Senate and House of Representatives about legislative efforts to attract investment into the Commonwealth. Wachter was a member of the KPMG M&A tax group in New York and Philadelphia before returning to his hometown, Erie, Pennsylvania, to practice law for several years. He is a graduate of the Villanova University School of Law Graduate Tax Program (LL.M. Tax), the Duquesne University School of Law and the Pennsylvania State University.
President CBUS OZ Funds
Chris Knoppe is president and co-founder of CBUS OZ FUNDS in Columbus, Ohio. Through the large-scale acquisition and renovation of distressed housing units within the urban neighborhoods of Columbus, CBUS OZ FUNDS builds value for its investors while also improving local neighborhoods in a dramatic and meaningful way. After the successful debut of Fund I in 2019, Fund II began acquiring properties in early 2020 and Fund III is being planned for mid-2021. Mr. Knoppe has been a principal in more than 1,000 real estate transactions since 2007, having navigated market cycles while executing successful investment strategies across many segments of the real estate industry including distressed property acquisition and repositioning, hard money lending, home building, and fund management. Mr. Knoppe became enamored by the power of opportunity zones shortly after the program’s formation, inspiring him to create a fund structure that can amass a portfolio of houses and small multi-family buildings while harnessing the power of the OZ incentives and providing positive impact to local neighborhoods. Mr. Knoppe often speaks at industry conferences and investor associations, and has been featured in publications such as THINK Realty, The Columbus Dispatch, and Columbus Business First.
Sullivan & Worcester
Tom Fantin is a partner in the Dover, Ohio, office of Novogradac, where
he performs audit, tax, and consulting services related to the new markets
tax credit (NMTC), historic rehabilitation tax credit (HTC) and renewable
energy tax credit industries, as well as the opportunity zones incentive.
He regularly works with community development entities, qualified
active low-income community businesses and developers of real estate
and renewable energy projects. He also helps oversee the company’s
employee benefit plan audit practice. Before joining Novogradac, Mr.
Fantin was an associate director with a regional certified public accounting firm in Ohio. He
has extensive experience serving the accounting and business advisory needs of companies in
various industries, including brokers and dealers in securities, restaurants, manufacturing and
distribution. Mr. Fantin’s experience includes providing audit, tax, accounting and mergers and
acquisitions services, including buy and sell side financial due diligence, working capital analyses
and service organization controls engagements. He frequently speaks at industry conferences
and seminars on topics related to the NMTCs and HTCs. Mr. Fantin received his bachelor’s
degree in accounting from the University of Akron. He is a licensed certified public accountant
Attorney Joseph Darby Law PC
Joseph Darby III is a tax attorney and the founding
shareholder of the Boston-based law firm Joseph Darby Law PC, which
concentrates on helping people with tax matters, from the common to the most
complex. Darby concentrates his legal practice on business and transactional
tax law and advises a wide variety of public and private business entities and
individuals on sophisticated tax-related matters. As a former equity
shareholder or partner at national law firms including Greenberg Traurig LLP
and Holland & Knight, LLP, Darby offers the attractive combination of large
firm expertise in a responsive small-firm setting. Darby was one of the early
proponents of opportunity zones, and has been at the leading edge of the
legislation and related tax incentives since they were first enacted in the Tax
Cuts and Jobs Act in late 2017. Darby is recognized as one of the Best Lawyers
in America in the area of tax practice by Best Lawyers®, the oldest and most
respected peer-review publication in the American legal profession. He has also
been recognized by Legal 500.
R. Steven Reed
Partner Snell & Wilmer
R. Steven Reed is an attorney in the Phoenix office of Snell & Wilmer L.L.P. He specializes in corporate and securities law, with a significant focus on representing emerging fund managers in forming real estate funds, private equity funds, venture capital funds, opportunity zone-based funds and other alternative funds using varied strategies. Mr. Reed also focuses his practice on venture capital financings, joint ventures, and mergers and acquisitions. Reed has advised fund managers and other clients on all aspects of capital raising, fund formation and capital deployment and implementation of their business models. Mr. Reed graduated from Brigham Young University with a bachelor’s degree in economics. He received his juris doctorate from the University of Arizona and is licensed to practice law in Arizona.
Founder Nee Plata Law
Lillian A. Plata is a founding member of the law firm of Nee Plata Law LLC (NP Law) and specializes in the area of tax and structured finance. Ms. Plata has more than 15 years of experience structuring and implementing complex financings having practiced at several prominent laws firms in New York and New Jersey. Ms. Plata provides tax and structuring advice to corporations, partnerships, developers, nonprofits and government entities on an array of complex transactions with a focus on syndicating low-income housing tax credits (LIHTCs), new markets tax credits and historic tax credits as well as other federal and local tax credit and incentive programs. She has been instrumental in advising clients on the best way to leverage both public and private sources of funding. Ms. Plata has also advised clients on structuring transactions under HUD’s Rental Assistance Demonstration program, utilizing Section 103 tax-exempt financing and LIHTCs. She has also represented corporate entities and investment firms in various projects consisting of corporate acquisitions, infrastructure projects, redevelopment projects, construction of professional athletic facilities and negotiating intercreditor agreements and credit facilities. Ms. Plata has coordinated with developers, issuers, underwriters, financial advisors and state and local government agencies to structure and implement these complex financings that have included taxable and Section 103 tax-exempt general obligation bonds/notes, mortgaged back securities, conventional and revenue financings with fixed rate, variable rate, auction rate and hybrid structures, as well as interest rate swap agreements and other derivative products. In addition, Ms. Plata regularly handles the firm’s tax matters, including advising clients on all aspects of Section 103 tax-exempt financing and the formation of nonprofit organizations, corporations and partnerships. Ms. Plata is also involved in various professional, community and political activities. In addition, she has served on the board of directors of the New Jersey Women Lawyers Association, and the board of trustees of the Tri-County Chapter of the American Red Cross. Ms. Plata received her master’s degree in taxation from New York School of Law in 2014, her juris doctorate from Rutgers University School of Law–Newark in 2002 and her bachelor’s degree in English from Drew University in 1999. Ms. Plata is admitted to practice law in the State of New Jersey, State of New York and the District of Columbia.
CRE Development Capital
Mr. Jatsek has been involved in real estate investment and development for over 30 years. Mr. Jatsek worked as a laborer and carpenter during his high school and college days gaining invaluable hands on field experience which laid the groundwork for the next 27 years in the real estate industry. After obtaining a degree in Business and Operations Management from The Ohio State University, he moved to California where he worked with large commercial contractors before starting his own general contracting and development company which included, general contracting of complex projects and ground up development in the San Francisco Bay Area. With substantial involvement on over 155 million worth of real estate assets, Mr. Jatsek brings extensive experience in real estate investment and development involving highrise, commercial and residential construction projects. He has developed and exited over $35 million worth of assets of his own real estate development projects. Mr. Jatsek holds a BS in Business Administration and Operations Management from The Ohio State University, is a licensed general contractor and a licensed real estate professional.
Director Ohio Department of Development
Lydia Mihalik is the director of the Ohio Department of Development, which is responsible for investing more than $1 billion annually in communities, businesses, and individuals to contribute to a better life for all Ohioans. Prior to her appointment by Governor DeWine, Mihalik served as the 55th Mayor of the city of Findlay in northwest Ohio. The first woman to hold the city’s top post, she led the revitalization of the city’s downtown, attracting new job-creators from around the world. Findlay has been recognized as the top micropolitan in the nation by Site Selection Magazine for economic development and job creation since 2013, winning the national award every year during Mihalik’s tenure. Mihalik has a proven track record as an inclusive leader who brings people together to address large, complex issues. She served on the advisory board for the bipartisan U.S. Conference of Mayors, and she co-founded the Ohio Mayors Alliance, a coalition of the mayors of Ohio’s 30 largest cities.
Founder & CEO Opportunity Zone Consultants
Ashley Tison is co-founder of OZPros.com, a consulting firm that can help you form your own qualified opportunity fund and qualified opportunity zone business. At OZ Pros, we provide real estate developers, entrepreneurs and community stakeholders with a simplified process for learning about and executing opportunity zones (OZ) strategies, so you can put OZ capital to work in the communities that need it most. Prior to OZ Pros, Mr. Tison practiced law, handling real estate acquisition and development across numerous asset classes, and representing fund managers operating in the private equity space. He has also conducted numerous M&A and roll-up transactions both as a lawyer and as an intermediary/consultant. Mr. Tison previously served as in-house counsel to a commercial real estate developer and tenant-in-common syndication manager, where he oversaw the successful raise and deployment of numerous opportunity funds. Mr. Tison graduated from the University of North Carolina at Charlotte and from the University of North Carolina at Chapel Hill School of Law.
John Sciarretti is a partner in the Dover, Ohio, office of Novogradac, where he specializes in the real estate finance, community development and renewable energy industries. Mr. Sciarretti has extensive financial experience working with businesses, including more than 20 years in public accounting and four years as an executive financial manager. Mr. Sciarretti specializes in the opportunity zones incentive, the historic rehabilitation tax credit (HTC), new markets tax credit (NMTC) and the renewable energy credit (RETC). He consults with tax credit investors, syndicators, community development entities (CDEs) and developers on structuring, financing and syndicating tax credits. His experience includes structuring complex financing for real estate developments and renewable energy transactions, including using NMTCs, HTCs, RETCs and other federal, state and local tax credits and incentives. Mr. Sciarretti has extensive experience in preparing financial forecasts for HTC, NMTC and RETC projects, as well as syndicated real estate investments. Mr. Sciarretti also provides a broad range of advisory services to CDEs, including transaction structuring, development and implementation of internal compliance policies and procedures, monthly loan servicing and asset management assistance, compliance review and Community Development Financial Institutions Fund reporting. He also advises clients on accounting, tax and regulatory matters. Mr. Sciarretti also leads and coordinates the Novogradac Opportunity Zones Working Group, a membership organization that is highly regarded for the work it does addressing technical programmatic issues surrounding the opportunity zones incentive. He has published many articles, contributes content to the Novogradac Journal of Tax Credits and is a frequent speaker at industry events. Mr. Sciarretti earned a bachelor’s degree in finance and accounting from the University of Dayton and a master’s degree in taxation from the University of Akron. He is licensed as a certified public accountant in Ohio.
Brent Parker is a principal in the Long Beach, Calif., office of Novogradac. Mr. Parker is experienced in affordable housing and community development, nonprofit organizations and public housing authorities, historic rehabilitation, and renewable energy, with a particular focus on the low-income housing tax credit, investments in qualified opportunity funds, renewable energy tax credit, new markets tax credit and historic tax credit industries. In addition to providing various consulting and forecasting services, Mr. Parker leads extensive tax planning and tax return preparation engagements for a wide variety of clientele and works extensively on financial statement audits, reviews and agreed-upon procedures engagements. In response to growing demand, Mr. Parker has become a frequent presenter on opportunity zones panels and workshops in several states. He is also a contributor to the Novogradac Journal of Tax Credits and leads professional development training efforts on various complex taxation concepts. Mr. Parker received a bachelor’s degree in accounting from the University of Southern California and is a certified public accountant in the State of California.
Kevin Wilson is a partner in the Walnut Creek, Calif., office of Novogradac, where he provides audit, tax and consulting services. Mr. Wilson joined Novogradac in 2002 and became a partner in 2014. He works with a variety of nonprofit organizations, affordable housing developers, syndicators, corporations and investment funds. He advises clients on a wide variety of financial accounting and income tax issues, including affordable housing finance, financial projections and investor exit strategies. Mr. Wilson has a wide range of experience with low-income housing tax credit, new markets tax credit, renewable energy tax credit transactions and opportunity zones. He has considerable experience with U.S. Department of Housing and Urban Development auditing procedures. He received his bachelor’s degree in business economics with an accounting emphasis from the University of California, Santa Barbara, and is licensed in California as a certified public accountant.
Nicolo Pinoli is a partner in the Portland, Ore., office of Novogradac, where he specializes in affordable housing and community development, including the low-income housing tax credit (LIHTC), new markets tax credit (NMTC), historic rehabilitation tax credit (HTC) and opportunity zones (OZ). Mr. Pinoli has extensive experience in a wide range of services, including financial statement audits; tax return preparation; writing NMTC and LIHTC applications; LIHTC, NMTC, OZ and HTC transaction underwriting; consulting on LIHTC, NMTC, OZ and HTC transaction structuring; and LIHTC, NMTC and OZ compliance. A frequent speaker at industry conferences, Mr. Pinoli also delivers several webinars every year on topics such as NMTC exit strategies, NMTC allocation applications and LIHTC Year 15 strategies. He has published many articles on various technical issues confronting the affordable housing and community development industries, and serves as a technical editor of the Low-Income Housing Tax Credit Handbook and Novogradac’s Tax Reform Resource Guide. Mr. Pinoli received a bachelor’s degree in accounting and a master’s degree in professional accounting from Brigham Young University and is licensed in California, Oregon and Washington as a certified public accountant.
Senior Vice President – Investments Grubb Properties
Attorney Kegler Brown Hill and Ritter
Andrew P. Doup is a corporate attorney in the real estate practice group at Kegler Brown Hill + Ritter. He advises taxpayer-investors, fund managers, developers and entrepreneurs on tax-advantaged opportunity zones transactions
Partner Dunn Carney
Coni Rathbone is a partner at the Portland, Oregon, law firm of Dunn Carney LLP (DC) and is licensed in Oregon and Idaho. Ms. Rathbone manages DC’s growing Idaho practice. Ms. Rathbone has practiced for 33 years: 20 years at Davis Wright Tremaine; 10 years at her own firm; and 3 years with Dunn Carney. Ms. Rathbone is a remarkable negotiator and deal-maker, bringing together seven years of management and financing experience prior to law school. Ms. Rathbone uses her negotiation skills to accomplish her clients’ goals with a minimum of conflict. She focuses her deal-making skills in the areas of real estate, including real estate finance and real estate securities, opportunity zones, tenant-in-common (TIC) workouts, entity structuring, and general business transactions. She leads Dunn Carney’s opportunity zones practice and is a member of Dunn Carney’s real estate and business teams. Ms. Rathbone helps her clients purchase, develop and sell commercial property, navigate securities transactions including private placements of securities, and invest in and develop qualified opportunity zones and qualified opportunity funds. Among her clients is a Portland developer who Ms. Rathbone helped launch a $330 million qualified opportunity fund—one of the first and largest in the state. Ms. Rathbone is a prominent national teacher, presenter and writer about topics ranging from entity structuring, opportunity zones and negotiations. Ms. Rathbone regularly teaches to commercial real estate brokers, and she teaches negotiations at the PSU Center for Real Estate graduate programs. Ms. Rathbone is a real estate developer in addition to practicing law. She has completed several projects in Oregon, and is now focused on development in Idaho.
Associate Squire Patton Boggs
Chris Calpin is an associate in the Columbus office of Squire Patton Boggs (US) LLP. Calpin focuses his practice on community development and real estate tax credit finance transactions. Specifically, Calpin advises investors, syndicators and developers with respect to low-income housing tax credit, new markets tax credit and qualified opportunity zones transactions, as well as insurers involved in covering renewable energy tax credit transactions. Calpin received an LL.M. in taxation from New York University School of Law in 2019, a J.D. from Ohio Northern University School of Law in 2018, where Calpin served as editor-in-chief of the Ohio Northern University Law Review, and a B.A. in political science from Miami University in 2012. Calpin is licensed to practice law in Ohio.
Managing Partner Novogradac
Michael Novogradac is the managing partner of Novogradac, which has been in business since 1989. He specializes in affordable housing, community development, historic preservation and renewable energy. Mr. Novogradac’s focus is in real estate taxation and accounting. He is the author of numerous real estate-related tax and accounting articles and books, including the Novogradac Opportunity Zones Handbook, the New Markets Tax Credit Handbook and the Low-Income Housing Tax Credit Handbook. A frequent speaker at tax incentive conferences and forums throughout the country, Mr. Novogradac also broadcasts a weekly podcast, Tax Credit Tuesday. As a leading industry expert, he is frequently quoted in national media, such as The Wall Street Journal, The New York Times, Politico, Bloomberg, Forbes, CNBC News, NBC News, National Public Radio and Crain’s New York Business. Mr. Novogradac is active in advocating for the inclusion of affordable housing, historic preservation, community development and renewable energy incentives in federal and state tax policy, and serves as advisor on industry and governmental affairs for the NMTC Working Group, LIHTC Working Group and the Opportunity Zones Working Group. Mr. Novogradac provides input to the U.S. Department of the Treasury, Internal Revenue Service, Community Development Financial Institutions Fund, and other federal and state agencies as well as members of Congress, including testimony before the United States House Committee on Ways and Means. Mr. Novogradac also serves on the executive committee of the Housing Advisory Group and the boards of directors of the Affordable Housing Tax Credit Coalition, the National Housing Conference, the NMTC Coalition and Historic Tax Credit Coalition. In 2016, Mr. Novogradac was inducted into the Affordable Housing Hall of Fame. He also received The Affordable Housing Visionary Award from The NHP Foundation in 2018, in recognition of his contributions to the affordable housing community and in 2020 was honored as one of the top 25 OZ Influencers through Opportunity Zone Magazine. Mr. Novogradac graduated from the University of California, Los Angeles, with a bachelor’s degree in economics. He received an MBA from the University of California, Berkeley. He is licensed in California, Oregon, Maryland and Texas as a certified public accountant. You can follow Mr. Novogradac on twitter @novogradac and on his blog at www.novoco.com/blog or listen to his weekly podcast at www.novoco.com/podcast.
Partner Snell & Wilmer LLP
Marc's practice is concentrated in federal, local and state taxation matters, and regularly advises clients with respect to mergers and acquisitions, joint ventures, formation of private investment funds, tax credit financing, and energy transactions. Marc currently chairs Snell & Wilmer’s Tax Credit Finance Group and Renewable Energy Group, and founded and co-chairs the firm’s Opportunity Zones and Funds Industry Group. Marc is a regular speaker and panelist on the subject of tax credit finance and the Opportunity Zone incentive, and has written numerous articles and has been quoted in numerous publications with respect to these subject areas. Marc is currently representing investors, fund sponsors, and developers with respect to the Opportunity Zone Program. Marc was involved in the advising and drafting of a number of comment letters that were submitted to the U.S. Department of the Treasury and the Internal Revenue Service regarding the Opportunity Zone proposed regulations. Marc was recently a panelist and/or speaker at the State of Delaware’s Opportunity Zone Summit hosted by the Biden Institute, the Opportunity Zone Conference hosted by the Commonwealth of Massachusetts, and the State of Rhode Island’s Opportunity Zone Workshop. Marc received a Juris Doctor with highest honors from the Chicago-Kent College of Law, where he was elected to Order of the Coif, and received a Legal Masters in Taxation (LL.M.) from the New York University School of Law. He has also served as an adjunct professor, teaching taxation of business entities in the Graduate Program of Accountancy, at the University of Illinois-Chicago. Marc also served on the Board of Directors for the Arizona Housing Finance Authority, as an appointment by Arizona Governor Doug Ducey.
Vice President of Capital Markets Starpoint Properties
Neil Sherlock joined StarPoint Properties in 2021 and currently serves as vice president of capital markets. In his current role, Mr. Sherlock is primarily responsible for directing the firm’s investment and capital strategies, including the structuring and management of various private investment vehicles, capital raising (debt and equity) initiatives, and acquisition/disposition activities. In addition, Mr. Sherlock oversees StarPoint’s investor relations program also sits on the firm’s acquisitions committee and risk management committee. Prior to joining StarPoint, Mr. Sherlock held a similar role as vice president of finance and capital markets at Landmark Dividend LLC, a prominent real estate and infrastructure investment company. Mr. Sherlock received his bachelor’s degree in economics from Harvard University and earned his master’s degree from the Marshall School of Business at the University of Southern California.
George Barlow is a principal in the Dover, Ohio, office of Novogradac, where he specializes in new markets tax credits (NMTCs), historic tax credits (HTCs), opportunity zones incentive (OZ) and other state tax credits and incentives. Mr. Barlow has consulted on more than 300 tax credit transactions with cumulative development financing exceeding $4 billion. He works with real estate developers, community development entities (CDEs), syndicators, lenders and investors on the complex structuring, financing and syndication of NMTC, HTC and OZ transactions. He also advises on tax and regulatory matters in addition to providing traditional audit and tax services. Mr. Barlow earned a bachelor’s degree in accounting and master’s degree in accounting from Kent State University. He is licensed as a certified public accountant in Ohio.
Founder Nest Opportunity Fund
Clint Edgington is co-founder of Nest Opportunity Fund™. Nest is a qualified opportunity zone fund that focuses on residential real estate in Midwest cities with favorable demographics. Mr. Edgington oversees purchase evaluation for new properties, oversight on construction, and compliance testing for Nest Opportunity Fund™. Mr. Edgington and his family has invested in and owned residential real estate for decades. Mr. Edgington is recognized as an expert in the practicalities of opportunity zones investing and structures and, as such, has been interviewed or spoken for the Alternative Direct Investment Securities Association (ADISA), Forbes, Real Assets Advisor magazine, and Columbus Business First, amongst others. Mr. Edgington is also co-founder of Beacon Hill Investment Advisory, a fee-based RIA focusing on business owners’ and family offices’ investments and general tax efficiency. Beacon Hill works with a client’s team of tax, M&A, and legal professionals to invest in a tax efficient manner in both public and private investments and for their ERISA based plans. Mr. Edgington has been admitted as an expert and testified before the National Association of Securities Dealers (NASD), New York Stock Exchange (NYSE), and the Financial Industry Regulatory Authority (FINRA). Mr. Edgington is a graduate of Miami University with a bachelor’s degree in economics.
Co-Founder and CEO Opportunity Funds Association
Before co-founding the Opportunity Funds Association, Shay Hawkins was the staff director for the Subcommittee on Energy, Natural Resources, and Infrastructure and the senior tax and economic policy advisor to Sen. Tim Scott, R-S.C., a Senate Finance Committee Member. Mr. Hawkins served as Senator Scott’s lead policy advisor throughout the 2017 Tax Cuts and Jobs Act (TCJA). During the legislative process, Mr. Hawkins was the driving force behind the opportunity zones provision working with House and Senate Conferees, the White House, and other key stakeholders to ensure its inclusion in the final package. Since enactment, Mr. Hawkins has worked with Treasury to develop implementing regulations for opportunity zones that will rapidly deploy capital into distressed urban and rural communities. Mr. Hawkins got his start on Capitol Hill as legislative fellow to Rep. Jim Renacci, R-Ohio, where he was part of a team of tax attorney’s that developed a comprehensive tax reform plan. Prior to coming to Capitol Hill, Mr. Hawkins spent five years as an investment banker at what is now Results International. While with Results International, Mr. Hawkins focused on sell-side mergers and acquisitions for firms in the technology, media and telecoms sector. A native of Cleveland Ohio, Mr. Hawkins started his career as a broker in the online division of what is now Credit Suisse. He earned his undergraduate degree in economics from The Ohio State University, his MBA from Columbia Business School as a Credit Suisse First Boston Fellow, and his JD from the Moritz College of Law at OSU.
Manager for Policy and Coalitions Economic Innovation Group
Catherine serves as EIG's manager of policy and coalitions. Prior to joining EIG, she was Southern California Director for FWD.us, a bipartisan advocacy organization focused on immigration reform. Previous to that, she led the housing and community development policy work for the Bay Area Council in the San Francisco Bay Area. She served as an AmeriCorps member in New Orleans after graduating magna cum laude from the University of Southern California with a dual degree in print journalism and international relations. She recently received her Master of Public Policy from Georgetown University's McCourt School of Public Policy, during which she interned at the DC Department of Small and Local Business Development and the U.S. Senate Committee on the Budget.
Gregory Clements is a partner in the Dover, Ohio, office of Novogradac, where he specializes in new markets tax credits (NMTCs), renewable energy tax credits (RETCs), opportunity zones transactions (OZ) and historic tax credits (HTCs). Since joining the company in 2004, he has worked closely with real estate developers, community development entities, syndicators and investors on structuring NMTC, RETC, OZ and HTC transactions in addition to providing traditional audit and tax services. Mr. Clements frequently speaks at industry conferences and seminars on topics related to the NMTC, HTC, OZ and RETC industries. Mr. Clements earned a bachelor’s degree in accounting and finance from Walsh University in North Canton, Ohio. He is a licensed certified public accountant in Ohio and Rhode Island.