OZ Pitch Day - July 30, 2026
OZ Pitch Day
Summer 2026
Defer & Eliminate Taxes With Opportunity Zone Investments.
- July 30, 2026
- Free Online Event
OZ Pitch Day - July 30, 2026
Why Attend
Learn
Defer and eliminate capital gains tax with Opportunity Zone investments.
Gain Access
Attend live to gain access to private Opportunity Zone investment deals.
Invest
Compare Opportunity Zone deals, and invest before your 180-day deadline expires.
Register Now
Attend Our Interactive Online Event
When you attend OZ Pitch Day, you will gain access to many of the leading experts in the Opportunity Zone industry, via live presentations where you can interact directly with speakers and other investors.
After registration, you will receive an email with instructions on how to join the online event.
By submitting your contact information you agree to receive messages about OpportunityZones.com events, special offers, and updates from our sponsors. You may unsubscribe at any time.
LIVE Online Event
For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
Welcome!
Welcome to OZ Pitch Day Summer 2026. This online event matches High Net Worth investors who have capitals gains with Opportunity Zone deals that are raising capital. Investing within your 180-day window is of crucial importance for OZ investors. This event can help you find the right deals to invest in before your 180-day deadline. Click here to register now.
Jimmy Atkinson
Founder of OpportunityZones.com
Host of The Opportunity Zones Podcast
Agenda
All times listed are Eastern Daylight Time. Agenda is subject to change.
10:00 AM – 10:20 AM
Opportunity Zone Investing Explained
Keynote Session — Learn what you need to know right now about the tax benefits associated with OZ investing in 2026, plus a preview of OZ 2.0 coming in 2027, in this crash course presented by OpportunityZones.com founder Jimmy Atkinson.
Jimmy Atkinson
OpportunityZones.com
10:25 AM – 10:45 AM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
10:50 AM – 11:20 AM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
11:25 AM – 11:35 AM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
11:40 AM – 12:25 PM
Captive QOF vs. Sponsor QOF: Which Path Fits Your Gain?
Educational Panel — Most investors with a capital gain default to a sponsor’s QOF without realizing they could form their own. But a captive QOF isn’t right for everyone, and a sponsor QOF isn’t automatically the easier path. This panel breaks down the decision: when does a captive structure make sense, what’s the real operational lift, and at what gain size does the math actually pencil?
Jimmy Atkinson
OpportunityZones.com
Blake Christian
Novogradac & Company
Gerry Reihsen
Reihsen & Associates
12:30 PM – 12:50 PM
U.S. Energy Development Corporation
Oil & Gas // Permian Basin OZs — U.S. Energy Development Corporation is a privately held oil and gas operator established in 1980 that provides direct investments in energy for accredited investors and institutional partners.
Matt Iak
President, Capital Markets
12:55 PM – 1:25 PM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
1:30 PM – 2:15 PM
Ask The OZ Experts
Interactive Q&A Session — Opportunity Zone professionals answer questions from our live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityZones.com
Catherine Lyons
Economic Innovation Group
Ashley Tison
OZPros
Jason Watkins
Novogradac & Company
1:30 PM – 2:00 PM
Breakout Session: TBD
Concurrent Track
Presenter TBD
TBD
2:20 PM – 2:40 PM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
2:45 PM – 2:55 PM
OZ Investment TBD
TBD — Description coming soon.
Presenter TBD
TBD
3:00 PM – 3:15 PM
OZ Masterclass Showcase & Concluding Remarks
Educational Session — Roundup of lessons from the best OZ Insiders Masterclass sessions.
Jimmy Atkinson
OpportunityZones.com
Speakers
Jimmy Atkinson
OpportunityZones.com
Blake Christian
HCVT
Angela S. Hwang
RevGen Consulting
Matt Iak
USEDC
Catherine Lyons
EIG
Gerry Reihsen
Reihsen & Associates
Ashley Tison
OZPros
Jason Watkins
Novogradac & Company
FAQs
This is a one-day event, taking place entirely online on Thursday, July 30, 2026. Programming will begin at 10:00 AM EDT.
If you are a financial advsior or High Net Worth investor with capital gains, and you’re thinking about making an Opportunity Zone investment, this is a great opportunity for you to learn about several Qualified Opportunity Funds who are seeking investors. Particularly if you have already realized your gain and are facing a 180-day deadline, this event is specifically designed to help you make a decision on how to proceed.
The “accredited investor” definition is important because many types of alternative investments are only open to accredited investors.
You meet the definition of an accredited investor if at least one of the following applies to you:
- You are an individual investor with an annual income of at least $200,000 (or, $300,000 if combined with a spouse’s income), OR
- You are an individual investor with a net worth in excess of $1 million (excluding your primary residence), OR
- You are a financial advisor who holds in good standing a Series 7, 65, or 82 license.
Up to 12 Qualified Opportunity Funds will present their investment offerings during the course of the day. We will send the agenda to everyone who registers for the event at least a few days in advance. Click here for the current agenda, subject to change. All times listed are Eastern.
The event will be hosted 100% online, via Zoom. Registration is required. Click here to register now. After you register, you will receive instructions via email on how to add the event to your calendar and attend the live Zoom session on July 30. You will be sent a unique login link that is tied to your individual registration. You can use this link the day of the event to join the Zoom session.
No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.
No. When the final agenda is announced, you can feel free to pop in and out at your leisure throughout the day. If you only want to see presentations from a few of the funds, you can choose to attend only during their presentation slots.
Yes! The entire event will be recorded, so you can watch at a later date if you so choose. Everyone who registers for the event will receive access to the recording. So even if you cannot attend the event live, we would still encourage you to register now, so you can view the recording at a later date.
While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.
Yes! Throughout the day, we will have live Q&A sessions with Qualified Opportunity Fund managers and other Opportunity Zone experts. This will present a great chance for you to get your OZ questions answered!
If you are interested in partnering with OpportunityZones.com, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Summer 2026 will be the 18th OZ Pitch Day event hosted by OpportunityZones.com. Previous OZ Pitch Day events are archived at the links below:
- OZ Pitch Day 2020
- OZ Pitch Day Spring 2021
- OZ Pitch Day Summer 2021
- OZ Pitch Day Fall 2021
- OZ Pitch Day Spring 2022
- OZ Pitch Day Summer 2022
- OZ Pitch Day Fall 2022
- OZ Pitch Day Spring 2023
- OZ Pitch Day Summer 2023
- OZ Pitch Day Fall 2023
- OZ Pitch Day Spring 2024
- OZ Pitch Day Summer 2024
- OZ Pitch Day Fall 2024
- OZ Pitch Day Spring 2025
- OZ Pitch Day Summer 2025
- OZ Pitch Day Fall 2025
- OZ Pitch Day Spring 2026
Partner With OZ Pitch Day
- Pitch your OZ fund or deal.
- Interact with accredited investors.
- Generate new investor leads.