OZ Pitch Day - June 19
OZ Pitch Day - June 19
Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a…
How effective has the Opportunity Zone program been at driving private investment into low income communities? What potential improvements could make the program even more effective? Catherine Lyons, Director of Policy and Coalitions at the Economic Innovation Group, Rachel Reilly,…
The Opportunity Zone incentive can be a powerful (but underutilized) tax planning tool for certain investors. John Berlet, president of Coastal Bend OZ Fund, joins the show to discuss how he came to learn about Opportunity Zones after selling his…
The collapse of Silicon Valley Bank and Signature Bank, coupled with rapidly rising interest rates may be creating a prime opportunity for investors with dry powder to invest in distressed debt in the coming weeks and months. Nathan Whigham, founder…
On March 23, 2023, OZ Pros founder Ashley Tison joined OZ Pitch Day for another round of “Ask The OZ Expert.” We peppered him with live Q&A from our audience of High Net Worth investors, and he didn’t skip a…
Investing in ways that align with our personal values is an important aspect of portfolio construction. But the ESG movement may be muddying the waters. Reid Thomas, managing director and chief revenue officer at JTC Americas, joins the show to…
OpportunityDb is now part of WealthChannel, which has grown into a large, engaged community of High Net Worth investors. But where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire…
Opportunity Zones have been around for about 5 years, but it’s still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and…
How are High Net Worth investors using Opportunity Zones to build generational wealth? What opportunities are investors overlooking when it comes to this program? Brad Molotsky at Duane Morris, Gerry Reihsen at Reihsen & Associates, and Kirk Walton at GPWM…
I’ve been writing about, podcasting about, and hosting live webinars about Opportunity Zones for over four years. I’ve traveled the country attending and speaking to investors and OZ professionals at countless in-person events. And I’ve come to a few conclusions…