2022 Spring Opportunity Zones Conference - April 21-22 - Novogradac
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2022
Spring Opportunity
Zones Conference
April 21-22
Hilton Long Beach and online
Thank You to Our
Co-Hosts and Sponsors
Co-Hosts
Sponsors
2022 Spring Opportunity Zones Conference 2Agenda Thursday, April 21 8-9 am Breakfast and Login 9-9:15 am Conference Welcome The conference chair welcomes attendees and highlights the schedule for the next two days. Brent Parker, NOVOGRADAC 9:15-10:45 am Washington Report Opportunity zones experts share insight on the likelihood of an extension of the incentive as well as whether there might be reporting requirements added for QOFs. Hear how the OZ incentive might fare before and after a mid-term election. Michael Novogradac, NOVOGRADAC Reid Thomas, JTC AMERICAS Praveen Ayyagari, HOUSE WAYS AND MEANS COMMITTEE SELECT REVENUE MEASURES SUBCOMMITTEE Shay Hawkins, OPPORTUNITY FUNDS ASSOCIATION Adam Farris, OFFICE OF SENATOR TIM SCOTT Catherine Lyons, ECONOMIC INNOVATION GROUP 2022 Spring Opportunity Zones Conference 3
Agenda Thursday, April 21 10:45-11 am Balance Break 11 am-12 pm Structuring Insights How you structure your QOF has significant implications for the rest of the transaction. Hear about the benefits and challenges of a single-tier structure with only the QOF and a two-tier structure that also includes the qualified OZ business. John Sciarretti, NOVOGRADAC Al Puchala, CAP ZONE IMPACT INVESTMENTS Karen Przypyszny, NATIONAL EQUITY FUND Andrew Gradman, LAW OFFICE OF ANDREW L. GRADMAN 12-1:30 pm Networking Lunch 1:30-2:30 pm Addressing Tax and Legal Issues Opportunity zones investment can sometimes present a complex set of issues–both tax issues and legal issues–for stakeholders. Learn more about dealing with those issues you know and those that may surprise you. Miao Xue, NOVOGRADAC Michael Wiener, GREENBERG GLUSKER LLP Ashley Tison, OPPORTUNITY ZONE CONSULTANTS Lisa Zarlenga, STEPTOE & JOHNSON 2022 Spring Opportunity Zones Conference 4
Agenda Thursday, April 21 2:30-2:45 pm Balance Break 2:45-3:45 pm Qualified OZ Businesses Insight Learn about life as a qualified OZ business, including how to attract QOF investment, how to navigate requirements and how to best manage your relationships. Justin Chubb Lurya, NOVOGRADAC Chris Russell, MERCATUS PARTNERS Nancy Gephart, SHIFT Greg James, STARPOINT PROPERTIES 3:45-4 pm Balance Break 4-5 pm QOF 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. Kevin Wilson, NOVOGRADAC Greg Genovese, USG REALTY CAPITAL Jeremy Keele, CATALYST OPPORTUNITY FUNDS Damian Gancman, CITYVIEW 5-6 pm Networking Reception 2022 Spring Opportunity Zones Conference 5
Agenda Friday, April 22 8-9 am Breakfast and Login 9-10:15 am Rules, Regulations and your QOF Qualified opportunity funds must adhere to Securities and Exchange Commission regulations while soliciting funds. Learn how SEC regulations come into play, what you need to know and how to remain compliant from experts. Thomas Boman, NOVOGRADAC Coni Rathbone, DUNN CARNEY Peter LaVigne, GOODWIN LAW Sean Raft, URBAN CATALYST 10:20-11:30 am Managing, Reporting, Administrating at Fund Level There is growing support for regulations or legislation requiring QOF-level reporting on investment. A panel of experts address current ways QOFs make reports, how that might evolve and what issues might arise, including the best use of cost segregation. Jason Watkins, NOVOGRADAC Jill Homan, JAVELIN 19 INVESTMENTS Sandi Heffernan, PINNACLE PARTNERS 2022 Spring Opportunity Zones Conference 6
Conference Map
RESTROOMS
PROMENADE EXHIBITS AND
NETWORKING BREAKS
GENERAL
SESSIONS
FOYER REGISTRATION
INTERNATIONAL
BALLROOM 3-5
MEALS
ELEVATOR
THE LOFT
BACKUP
RECEPTION RESTROOMS RECEPTION
POOLSIDE TERRACE
CATALINA
2022 Spring Opportunity Zones Conference 7Attendee List (In alphabetical order by company name. Updated as of April 19.) Claudia Capilla, 18 SQUARED CAPITAL PARTNERS Axel Adler, CENTENNIAL ADVISERS Mark Germain, 18 SQUARED CAPITAL PARTNERS Robin Schabes, CHICAGOLAND OZ CONSORTIUM Dogan Sahin, 18 SQUARED CAPITAL PARTNERS Damian Gancman, CITYVIEW Ananya Chatterjee, 4S BAY Dennis Ayers, CLA Christine Geraghty, 4S BAY PARTNERS LLC Jake Caelwaerts, CLA Emily Green, 4S BAY PARTNERS LLC Ben Darwin, CLA Geri Vogt, 4S BAY PARTNERS LLC Matthew Dunscombe, CLA Stuart Smits, 7 GENERATIONS LLC Brian Duren, CLA Todd Lundbohm, 828 STUDIOS Sharla Simpson, CLA Kevin Morelli, 828 STUDIOS Robert Richard, COMMERCE PARK REALTY Peter Manning, ADVANTAGE CAPITAL Louie Colasurdo, CRANDALL GROUP Jay Garcia, ALTURA CAPITAL Donna Smithey, CULTURAL IMPACT FUND Monika Mantilla, ALTURA CAPITAL David Torres, DARIUS THATCHER LLC Anthony Cheng, ANCHORVEST REAL ESTATE David Torres, DARIUS THATCHER LLC John Chen, ANODE Stanley Dickson, DICKSON & ASSOCIATES PC Antwoine Mason, ANTWOINE MASON Jeffrey Randall, DICKSON & ASSOCIATES PC Gary P. Blitz, AON Dimitri Katsanos, DRC IMPACT REPORTING Lynn Selzer, ARIEL VENTURES LLC Coni Rathbone, DUNN CARNEY LLP Lynn Selzer, ARIEL VENTURES LLC Peter Kavounas, EAST BEACH CAPITAL LLC Leander Jordan, ATLA HOUSING PARTNERSHIP Elias Sandoval, EASY SOLUTIONS Sean Honeywill, BARNES & THORNBURG Catherine Lyons, ECONOMIC INNOVATION GROUP Steve Grover, BIG SKY OPPORTUNITY FUND Nikki Hood, ELD ASSOCIATES LLC Tristan Threatt, BLACKBOX DIGITAL ASSET Dennis Vaughn, ELLIOTT DAVIS MANAGEMENT Karen Wilkinson, EMERALD OPPOTUNITY FUND LLC Ross Baird, BLUEPRINT LOCAL LLC Jo Ann Clipp, ENHANCED CAPITAL Nick Gonzalves, BRIDGE INVESTMENT GROUP Erin Bitner, ENTERPRISE COMMUNITY INVESTMENT Martin Bershtein, CAPREIT Drew E Swenson, FTS US INC. Jonathan Ewert, CAPZONE ANALYTICS Ruth Sparrow, FUTURE UNLIMITED LAW PC Alfred Puchala, CAPZONE IMPACT INVESTMENTS David Garland, GENESIS GLOBAL Kimberly Lake, CAPZONE IMPACT INVESTMENTS LLC Brian Gaudet, GREENBERG TRAURIG Alicia Bantaa, CARR, RIGGS & INGRAM Jim Lang, GREENBERG TRAURIG Kris Kristjansson, CASTLE ROCK OZF INC Alex Turik, HAN CAPITAL GROUP Jeremy Keele, CATALYST OPPORTUNITY FUNDS John Parke, HISWAY FINANCIAL GROUP 2022 Spring Opportunity Zones Conference 8
Attendee List (In alphabetical order by company name. Updated as of April 19.) Praveen Ayyagari, HOUSE OF REPRESENTATIVES - Joe Abbott, NOVOGRADAC WAYS & MEANS Madi Asefi, NOVOGRADAC Laura Jones, HUNTON ANDREWS KURTH LLP George Barlow, NOVOGRADAC Justin Amos, JTC AMERICAS Renee Beaver, NOVOGRADAC Brenna Cahill, JTC AMERICAS Brittany Biggs, NOVOGRADAC Coleen Danaher, JTC AMERICAS Tom Boman, NOVOGRADAC Laura Kelly, JTC AMERICAS Kevin Chu, NOVOGRADAC Wouter Plantenga, JTC AMERICAS Justin Chubb Lurya, NOVOGRADAC Jose Rincon, JTC AMERICAS Christianna Cohen, NOVOGRADAC Reid Thomas, JTC AMERICAS Karen Destorel, NOVOGRADAC Jay Torres, JVBT REI Jeremy Eng, NOVOGRADAC Rustyn Osier, KINGSBARN REALTY CAPITAL Nick Gerhardt, NOVOGRADAC Maati Benmbarek, KLEIN CAPITAL Samantha Haber, NOVOGRADAC Maati Benmbarek, KLEIN FINANCIAL CORPORATION Melani Hom, NOVOGRADAC Judd Larson, KUTAK ROCK LLP Peter Lawrence, NOVOGRADAC Andrew Gradman, LAW OFFICE OF ANDREW L. Sharon Lu, NOVOGRADAC GRADMAN Leslie Mason, NOVOGRADAC Ari Schottenstein, LAXNY LLC Jeff Nishita, NOVOGRADAC Chandler Leetzow, LOTUS Michael Novogradac, NOVOGRADAC Rob Furst, MAIN STREET COMMUNITY CAPITAL Elizabeth Orfin, NOVOGRADAC Robert Johnson, MAIN STREET COMMUNITY CAPITAL Brent Parker, NOVOGRADAC David Rachie, MAIN STREET COMMUNITY CAPITAL Don Sabine, NOVOGRADAC John Daly, MANOR PRIVATE CAPITAL LLC John Sciarretti, NOVOGRADAC Ken Zinghini, MARTIN LLP Brad Stanhope, NOVOGRADAC Janie Grajeda, MASS EQUITIES INC. Teai Warner, NOVOGRADAC Zane Beadles, MERCATUS PARTNERS Jason Watkins, NOVOGRADAC Chris Russell, MERCATUS PARTNERS Kevin Wilson, NOVOGRADAC Terry Burm, NATIONAL EQUITY FUND INC. Miao Xue, NOVOGRADAC Chris Haddix, NATIONAL EQUITY FUND INC. Channing Zajicek, NOVOGRADAC Karen Przypyszny, NATIONAL EQUITY FUND INC. Scott McIntosh, OPPORTUNITY ZONE CONSULTING Daryl Shore, NATIONAL EQUITY FUND INC. GROUP Justin Sousley, NATIONAL EQUITY FUND INC. Talbott Ottinger, OTTINGER LAW GROUP PLLC Frank Levy, NEWBURY LIVING Nicole Swisher, OTTINGER LAW GROUP PLLC 2022 Spring Opportunity Zones Conference 9
Attendee List (In alphabetical order by company name. Updated as of April 19.) Michael O’Mara, OZONE CAPITAL MARKETS LLC Shay Hawkins, THE OPPORTUNITY FUNDS ASSOCIATION Lemore Czeisler, PACIFIC RETAIL CAPITAL Morgan Mahaffey, TIDWELL GROUP Saad Chaudhary, PESTA, FINNIE & ASSOCIATES LLP Ryder Mathias, TIDWELL GROUP Grady Gilbert, PESTA, FINNIE & ASSOCIATES LLP Ashley Northcutt, TIDWELL GROUP Lana Woodson, PESTA, FINNIE & ASSOCIATES LLP Joseph Wallace, TIDWELL GROUP Nick Otteman, PGSA Peter Shawn, TOCQUEVILLE ASSET MANAGEMENT LP Warren Winston, PIKE COUNTY HISTORICAL SOCIETY Joseph Zock, TOCQUEVILLE ASSET MANAGEMENT LP Sandi Heffernan, PINNACLE PARTNERS Clayton Hanson, TRILOGY REAL ESTATE GROUP Jennifer Galasso, PKF O’CONNOR DAVIES LLP Joe Laganza, TRILOGY REAL ESTATE GROUP Leland Lim, PRETA HOLDINGS LLC Matt Leiter, TRILOGY REAL ESTATE GROUP Lane Lowry, QOZ PORTLAND Omar Limon, TRILOGY REAL ESTATE GROUP Nirav Desai, QUBERAWEALTH Erich Yost, U.S. DEPARTMENT OF HOUSING AND URBAN Ron Beit, RBH GROUP DEVELOPMENT Scott D. Bechtel, REA & ASSOCIATES INC. Sean Raft, URBAN CATALYST Zeba Iqbal, REDIST Ramona Mullahey, US DEPARTMENT OF HOUSING & Robert Jenkins, RENAISSANCE EQUITY PARTNERS URBAN DEVELOPMENT Donald Phoenix, RENAISSANCE EQUITY PARTNERS Greg Genovese, USG REALTY CAPITAL Yoseli Conti, RIAZ CAPITAL Kim Kuhle, VETERANS VICTORY HOUSING AND SMALL Charles Lesnick, RMA BUSINESS CENTERS Bert Purvis, RST DEVELOPMENT LLC Duncan Hatch, VIRTU INVESTMENTS Richard Pierce, SE CLARK & ASSOCIATES INC. Michael Riley, WASATCH SOLUTIONS Steven Clark, SE CLARK & ASSOCIATES, INC Ryan Drake, WHITEWATER CREEK INC. Nancy Gephart, SHIFT CAPITAL Maryann Prescott, WHITEWATER CREEK INC. Louis Schatz, SHIPMAN & GOODWIN LLP Chandler Harper, WINGATE LAW PC Marc Schultz, SNELL & WILMER LLP Chad Wingate, WINGATE LAW PC Christopher Calpin, SQUIRE PATTON BOGGS (US) LLP Jennifer Hoffman, WOODFOREST NATIONAL BANK Rebecca Lester, STANFORD UNIVERSITY Noelle St.Clair, WOODFOREST NATIONAL BANK Greg James, STARPOINT PROPERTIES William Shaw, WOODSROGERS PLLC Lisa Zarlenga, STEPTOE & JOHNSON LLP Jeffrey Davis, ZIONS BANCORPORATION Jim Seiffert, STITES & HARBISON PLLC Matt Ma Tony Brown, TAMPA BAY EDC Peyton McElyea John Moran, TEXAMERICAS CENTER Chris McLaughlin Chrissy Hill, THE KIRKLAND COMPANY 2022 Spring Opportunity Zones Conference 10
Photo: Courtesy of Craig D Blackmon FAIA
Hillside West Seniors Community, Dallas, Texas
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