Novogradac 2022 Spring Opportunity Zones Conference

Agenda

Agenda is set in Pacific Time.

View CPE info here.

WEDNESDAY, APRIL 20, 2022

9:00 am - 1:00 pm

OZ Basics Workshop - separate registration required

Learn the fundamentals of the opportunity zones incentive, including definitions of key terms, how the incentive works and how the Treasury regulations define recommend practices. Get grounded in the incentive and have your questions answered by experts.

Tracks:

Speaker: Judd Larson, Partner, Kutak Rock

Speaker: Don Sabine, Principal, Novogradac

Speaker: Brent Parker, Partner, Novogradac

MONDAY, APRIL 11, 2022

WEDNESDAY, APRIL 20, 2022

1:00 pm - 2:00 pm

Pre-conference Workshop Lunch

THURSDAY, APRIL 21, 2022

9:00 am - 10:45 am

Conference Welcome and Washington Report

9:00-9:15 a.m.

Conference Welcome

Brent Parker, the conference chair welcomes attendees and highlights the schedule for the next two days.

9:15-10:45 a.m.

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.

Tracks:

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

Speaker: Adam Farris, Senior Policy Advisor for Tax and Trade, Office of Senator Tim Scott

Speaker: Catherine Lyons, Director of Policy and Coalitions, Economic Innovation Group

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Praveen Ayyagari, Tax Counsel, House Ways and Means Committee Select Revenue Measures Subcommittee

Speaker: Reid Thomas, Chief Revenue Officer and Managing Director, NES Financial | JTC

Speaker: Brent Parker, Partner, Novogradac

WEDNESDAY, APRIL 20, 2022

2:00 pm - 5:00 pm

OZ Beyond the Basics Workshop - separate registration required

The opportunity zones (OZ) incentive has tremendous potential to renew communities, but there are important nuances to understand. Prepare for success by hearing recommended practices to overcome challenges that emerge in planning and implementing your OZ strategy.

Tracks:

Speaker: Marc Schultz, Partner, Snell & Wilmer LLP

Speaker: Don Sabine, Principal, Novogradac

Speaker: Brent Parker, Partner, Novogradac

THURSDAY, APRIL 21, 2022

8:00 am - 9:00 am

Breakfast and Login

9:00 am - 9:15 am

Conference Welcome

The conference chair welcomes attendees and highlights the schedule for the next two days.

Tracks:

Speaker: Brent Parker, Partner, Novogradac

9:15 am - 10:45 am

Washington Report

Tracks:

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

Speaker: Adam Farris, Senior Policy Advisor for Tax and Trade, Office of Senator Tim Scott

Speaker: Catherine Lyons, Director of Policy and Coalitions, Economic Innovation Group

Moderator: Michael Novogradac, Managing Partner, Novogradac

Speaker: Praveen Ayyagari, Tax Counsel, House Ways and Means Committee Select Revenue Measures Subcommittee

Speaker: Reid Thomas, Chief Revenue Officer and Managing Director, NES Financial | JTC

10:45 am - 11:00 am

Balance Break

11:00 am - 12:00 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.

Tracks:

Speaker: Andrew Gradman, Tax Lawyer, Law Office of Andrew L. Gradman

Speaker: Karen Przypyszny, Managing Director, National Equity Fund

Moderator: John Sciarretti, Partner, Novogradac

Speaker: Al Puchala, CEO, Cap Zone Impact Investments

12:00 pm - 1:30 pm

Networking Lunch

Tracks:

1:30 pm - 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.

Tracks:

Speaker: Lisa Zarlenga, Partner, Steptoe & Johnson

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

Speaker: Michael Wiener, Partner, Greenberg Glusker LLP

Moderator: Miao Xue, Partner, Novogradac

2:30 pm - 2:45 pm

Balance Break

2:45 pm - 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.

Tracks:

Speaker: Greg James, Senior Associate, Acquisitions & Capital Markets, StarPoint Properties

Speaker: Nancy Gephart, Partner, Capital Markets, SHIFT

Speaker: Chris Russell, Co-Founder and Managing Director, Mercatus Partners

Moderator: Justin Chubb Lurya, Manager, Novogradac

3:45 pm - 4:00 pm

Balance Break

4:00 pm - 5:00 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.

Tracks:

Speaker: Damian Gancman, Chief Financial Officer, Cityview

Speaker: Jeremy Keele, Managing Partner & Co-Founder, Catalyst Opportunity Funds

Speaker: Greg Genovese, CEO, USG Realty Capital

Moderator: Kevin Wilson, Partner, Novogradac

5:00 pm - 6:00 pm

Networking Reception

Tracks:

FRIDAY, APRIL 22, 2022

8:00 am - 9:00 am

Breakfast and Login

9:00 am - 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.

Tracks:

Moderator: Thomas Boman, Partner, Novogradac

Speaker: Coni Rathbone, Partner, Dunn Carney

Speaker: Peter LaVigne, Partner, Goodwin Law

Speaker: Sean Raft, Chief Administrative Officer and General Counsel., Urban Catalyst

10:20 am - 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.

Tracks:

Speaker: Sandi Heffernan, Chief Financial Officer, Pinnacle Partners

Moderator: Coleen Danaher, Regional VP of Director of Business Development, JTC Americas

Speaker: Jill Homan, President, Javelin 19 Investments

Moderator: Brent Parker, Partner, Novogradac