OZ Pitch Day - Nov 14th
OZ Pitch Day
Fall 2024
Defer & Eliminate Taxes With Opportunity Zone Investments.
- November 14, 2024
- Free Online Event
OZ Pitch Day - Nov 14th
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 Fall 2024. 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 year-end. Click here to register now.
Jimmy Atkinson
Founder of OpportunityZones.com
Host of The Opportunity Zones Podcast
Agenda
All times listed are Eastern Standard Time. Agenda is subject to change.
10:00 AM – 10:25 AM
Opportunity Zones Explained (For High Net Worth Investors)
Educational Session — OpportunityZones.com founder Jimmy Atkinson kicks off the event with a crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax benefits associated with OZ investing in 2024 and 2025.
Jimmy Atkinson
OpportunityZones.com
10:30 AM – 10:50 AM
OZ Deal TBD
TBD — Description coming soon.
Presenter TBD
Title TBD
10:55 AM – 11:05 AM
Peachtree Group
Single-Asset Hotel // San Antonio, TX — Opportunity Zone development of a 171-room ground-up Residence Inn by Marriott, adjacent to the San Antonio Riverwalk.
John Schellhase
Assistant VP of Development Investments
11:10 AM – 11:40 AM
Urban Catalyst Opportunity Zone Fund II
Multi-Asset Real Estate // San Jose, CA — An Opportunity Zone fund in the heart of downtown San Jose, Urban Catalyst offers a dynamic portfolio of properties on the heels of a successful $135 million Fund I. The current Fund II represents a diverse real estate portfolio, with great momentum in a growing tech hub.
Erik Hayden
CEO
11:45 AM – 12:15 PM
Panel: Ask The OZ Experts
Interactive Q&A Session — Opportunity Zone attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityZones.com
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Mr. Ashley Tison
OZPros
11:45 AM – 12:15 PM
Concurrent Track: Urban Catalyst Breakout Session
Erik Hayden
CEO
12:20 PM – 12:30 PM
CSRA Opportunity Zone Fund IX
Multifamily // Richmond, VA — Capital Square’s newest qualified Opportunity Zone Fund has been formed to invest in the acquisition of an approximately 2.175-acre property and construction of a Class A multifamily development, with approximately 220 traditional apartment units and 100 furnished apartment hotel rooms, onsite parking, and ground-floor retail space in the Scott’s Addition neighborhood of Richmond, VA.
Whitson Huffman
Co-CEO
12:35 PM – 1:05 PM
YourSpace America Self Storage
Self-Storage — YourSpace America is raising capital for multiple self-storage deals located in Opportunity Zones, including growth markets of Phoenix and Las Vegas.
Russ Colvin
CEO
1:10 PM – 1:40 PM
Panel: Opportunity Zones & Tax Reform In 2025
Educational Session — The “Super Bowl of Tax” is coming to Capitol Hill in 2025. How will Opportunity Zones be impacted by tax reform?
Jimmy Atkinson
OpportunityZones.com
Shay Hawkins
Opportunity Funds Association
Jill Homan
Javelin 19 Investments
1:10 PM – 1:40 PM
Concurrent Track: YourSpace America Breakout Session
Russ Colvin
CEO
1:45 PM – 1:55 PM
OZ Deal TBD
TBD — Description coming soon.
Presenter TBD
Title TBD
2:00 PM – 2:20 PM
OZ Deal TBD
TBD — Description coming soon.
Presenter TBD
Title TBD
2:25 PM – 2:35 PM
The New OpportunityZones.com & OZ Insiders
Opportunity Zones Mastermind Group — What’s new at OpportunityZones.com, plus OZ Insiders, the premier private community for high-performing Opportunity Zone professionals and investors who want to network and stay in-the-know on key OZ trends and emerging news.
Jimmy Atkinson
Founder
2:40 PM – 2:50 PM
OZ Deal TBD
TBD — Description coming soon.
Presenter TBD
Title TBD
2:55 PM – 3:00 PM
Concluding Remarks
Jimmy Atkinson
OpportunityZones.com
Speakers
Jimmy Atkinson
OpportunityZones.com
Russ Colvin
YourSpace America
Shay Hawkins
OFA
Erik Hayden
Urban Catalyst
Jill Homan
Javelin 19 Investments
Whitson Huffman
Capital Square
Gerry Reihsen
Reihsen & Associates
John Schellhase
Peachtree Group
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
FAQs
This is a one-day event, taking place entirely online on Thursday, November 14th. Programming will begin at 10:00 AM EST.
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 November 14th. 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 OpportunityDb, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Fall 2024 will be the 13th OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
Partner With OZ Pitch Day
- Pitch your OZ fund or deal.
- Interact with accredited investors.
- Generate new investor leads.