Opportunity Zone Investors Roundtable, An OZ Pitch Day Panel

Today’s episode of The Opportunity Zones Podcast is a roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios.

Recorded live at OZ Pitch Day on November 9, 2023, the panel features Jack Cust, Seth Rosenberg, and Remy Szykier.

Episode Highlights

  • Why the panelists were initially attracted to Opportunity Zones.
  • The types of gains that the investors have deferred into Qualified Opportunity Funds.
  • How Opportunity Zones are viewed within a broader investment portfolio.
  • Sectors and examples of particular deals that the roundtable panels are bullish on.
  • Some of the challenges with making investments in Qualified Opportunity Funds.

Roundtable Panelists:

About The Opportunity Zones Podcast

Hosted by OpportunityDb and WealthChannel founder Jimmy Atkinson, The Opportunity Zones Podcast features guest interviews from fund managers, advisors, policymakers, tax professionals, and other foremost experts in Opportunity Zones industry.

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OZ Pitch Day

June 13, 2024