Chris Paganelli: How to Assess OZ Funds (Podcast Episode #22)

Chris Paganelli

What are some due diligence best practices that every investor should undertake before investing in a Qualified Opportunity Fund?

Chris Paganelli is a San Francisco Bay Area-based financial advisor at wealth management firm Stifel. He advises high net worth clients on tax strategy, wealth preservation, and portfolio management — with a recent focus on qualified opportunity fund investment strategy.

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Episode Highlights

  • How to assess an opportunity zone fund: what factors investors should be looking at — primarily the management team and investment pipeline.
  • Risks inherent to investing in qualified opportunity funds.
  • The importance of diversifying Opportunity Zones investment across multiple geographies.
  • Concerns regarding blind-pool investment funds.
  • Considerations regarding the different sizes of qualified opportunity funds.
  • How to determine if Opportunity Zone investing is right for you.

Featured on This Episode

Industry Spotlight: Stifel

Stifel

Stifel, Nicolaus & Company, Incorporated is a Member SIPC and NYSE and is a full service wealth management firm that was established in 1890 in St. Louis. Stifel has assets under management of $270 billion as of December 31, 2018.

Stifel is the #1 California municipal bond underwriter, according to Thomson Reuters, 2017, ranked by number of issues, negotiated transactions only. Stifel and KBW combined to rank among the top stock pickers and earnings estimators in the Thomson Reuters Analyst Awards. 2018 marks our 12th consecutive top 10 finish in this prestigious analyst survey. Figures include Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel.

Learn More About Stifel & Chris Paganelli

About the Opportunity Zones Podcast

Hosted by OpportunityDb.com founder Jimmy Atkinson, the Opportunity Zones Podcast features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in opportunity zones.

Show Transcript

Jimmy: Welcome to “The Opportunity Zones Podcast.” I’m your host, Jimmy Atkinson.

Transcript coming soon.

Stifel Disclosures

Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.

Jimmy Atkinson

Jimmy Atkinson

Hi, I'm Jimmy Atkinson... I founded OpportunityDb in August 2018. I'm a veteran Internet entrepreneur with a background in economics and Web marketing. I previously founded ETFdb.com. These days, I am passionate about impact investing and tax-advantaged investment opportunities. At the crossroads of these two ideals is the opportunity zones program, a place-based tax policy intended to economically transform some of the poorest areas of the United States with new real estate and business development.

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