Novogradac 2023 Fall Opportunity Zones Summit


Agenda is subject to change.

Please note: Agenda is in Eastern Time
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9:00 am - 10:00 am

Registration and Breakfast

10:00 am - 10:05 am

Summit Kickoff

The chair will welcome attendees, provide an outline of what’s coming and explain options for networking and education.


Brent Parker photo

Moderator: Brent Parker, Summit Chair & Partner, Novogradac

10:05 am - 11:30 am

Washington Report

Learn about the chances to pass legislation extending the OZ incentive in this session of Congress, as well as the outlook for reporting legislation. Also gain a deeper understanding of upcoming guidance from Treasury and what might be coming as we enter another presidential election year.


Shay Hawkins photo

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

Kenan Fikri photo

Speaker: Kenan Fikri, Director for Research and Policy Development, Economic Innovation Group

Cody Sims photo

Speaker: Cody Sims, Policy Advisor for Tax, Office of Senator Tim Scott

Grace Enda photo

Speaker: Grace Enda, Tax Policy Analyst, U.S. Senate Committee on Finance

Michael Novogradac photo

Moderator: Michael Novogradac, Managing Partner, Novogradac

11:30 am - 12:00 pm

Networking Break

12:00 pm - 1:00 pm

QOF-y Talk

Qualified opportunity fund sponsors share their experiences, including challenges, successes and how investors view the OZ incentive as the 2026 expiration deadline approaches. Hear what types of investments are attractive in the OZ space and what the future of investing looks like with and without new legislation.


Jason Ross photo

Speaker: Jason Ross, Director, Cresset Real Estate Partners, Cresset Partners

Jason Cross photo

Speaker: Jason Cross, Managing Director/Head of Investor Relations, Redbrick LMD, LLC

Coleen Danaher photo

Speaker: Coleen Danaher, Regional Vice President of Business Development , JTC Americas

Jason Watkins photo

Moderator: Jason Watkins, Principal, Novogradac

1:00 pm - 2:30 pm

Networking Luncheon

2:30 pm - 3:30 pm

Technically Speaking

OZ experts share technical, legal, accounting and securities guidance for QOFs, qualified OZ businesses and others, including such options as Section 1031 exchanges and regulatory compliance. Get your issues addressed by experienced experts.


Jim Lang photo

Speaker: Jim O. Lang, Principal Shareholder, Greenberg Traurig

Ashley Tison photo

Speaker: Ashley Tison, Founder & President, OZPros

John Sciarretti photo

Speaker: John Sciarretti, Partner, Novogradac

Dan Altman photo

Speaker: Dan Altman, Partner, Sidley Austin LLP

Coni Rathbone photo

Speaker: Coni Rathbone, Of Counsel, VF Law

3:30 pm - 4:00 pm

Networking Break

4:00 pm - 5:00 pm

Hot Topics

How are investors changing as the incentive matures? Stay updated on the latest in the community development arena including how OZ developments are using the clean energy tax incentive provisions from the Inflation Reduction Act of 2023 and what trends in investment and use of the OZ incentive are developers seeing?


Jill Homan photo

Speaker: Jill Homan, President, Javelin 19 Investments

Marc Schultz photo

Speaker: Marc Schultz, Partner, Snell & Wilmer LLP

Jimmy Atkinson photo

Speaker: Jimmy Atkinson, Founder & CEO, OpportunityDb

Kevin Wilson photo

Moderator: Kevin Wilson, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

Reserve your seat.

Join top opportunity zone deal makers from around the country in the nation’s capital for this summit. With built-in networking breaks and an exclusive reception for attendees, this is your chance to connect with leading professionals in the community development world.