OZ Pitch Day - June 13, 2024
OZ Pitch Day - June 13, 2024
Today’s podcast episode is a replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be…
Opportunity Zone investing is simple, until it’s not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators,…
With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of…
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…