Why Attend
Compare Funds
Attend live pitches from 18 different OZ funds.
Ask Questions
Participate in live Q&A with fund managers.
Get Invested
Make your investment before year-end.
Two-Day Online Event
Don’t Miss Your Investment Deadline.
Invest Before Year-End.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
OZ Pitch Day Fall 2021 Partners
Title Partner
Other Partners
Welcome!
Welcome to OZ Pitch Day Fall 2021. This upcoming online event is designed to match investors who have capitals gains with Qualified Opportunity Funds that are seeking capital. Investing before the end of 2021 is your final opportunity to take advantage of the 10% basis step-up, as that benefit expires on 12/31/2021.
Jimmy Atkinson
Founder of OpportunityDb
Host of the Opportunity Zones Podcast
Agenda
All times listed are Eastern Daylight Time. Agenda is subject to change.
Day 1 – Wed 11/3
- 10:00 AM -- Welcome Address and OZ 101 by Jimmy Atkinson - 20 minutes
- 10:25 AM -- OZ Fund Pitch: Origin Investments - 30 minutes
- 11:00 AM -- Panel: State of the Opportunity Zone Marketplace - 30 minutes
- 11:00 AM -- Concurrent Track: Origin Investments Breakout Session - 30 minutes
- 11:30 AM -- Break
- 11:40 AM -- OZ Fund Pitch: Shopoff Realty Investments - 15 minutes
- 12:00 PM -- OZ Fund Pitch: Javelin Securities - 15 minutes
- 12:20 PM -- OZ Fund Pitch: Urban Catalyst - 30 minutes
- 12:55 PM -- Lunch Break
- 12:55 PM -- Lunch Track: Urban Catalyst Breakout Session - 30 minutes
- 1:25 PM -- Welcome Back - 5 minutes
- 1:30 PM -- OZ Fund Pitch: USG/OZI Investors Choice OZ Fund - 30 minutes
- 2:05 PM -- Workshop with OZ Pros: Self-Directed QOFs - 30 minutes
- 2:05 PM -- Concurrent Track: USG/OZI Breakout Session - 30 minutes
- 2:40 PM -- OZ Fund Pitch: Capital Square - 15 minutes
- 3:00 PM -- OZ Fund Pitch: Eagle OZ - 10 minutes
- 3:15 PM -- Break
- 3:25 PM -- OZ Fund Pitch: Riaz Capital - 15 minutes
- 3:45 PM -- OZ Fund Pitch: CBUS OZ Funds - 10 minutes
- 4:00 PM -- OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
- 4:15 PM -- OZ Fund Pitch: Acquity Realty - 10 minutes
- 4:30 PM -- OZ Fund Pitch: TBD - 10 minutes
- 4:45 PM -- Happy Hour Mixer, Presented by Urban Catalyst
Day 2 – Thu 11/4
- 10:00 AM -- Welcome Address by Jimmy Atkinson - 5 minutes
- 10:05 AM -- OZ Fund Pitch: Grubb Properties - 30 minutes
- 10:40 AM -- Fireside Chat: Guest TBD - 30 minutes
- 10:40 AM -- Concurrent Track: Grubb Properties Breakout Session - 30 minutes
- 11:15 AM -- OZ Fund Pitch: Starpoint Properties - 10 minutes
- 11:30 AM -- Break
- 11:45 AM -- OZ Fund Pitch: Caliber Funds - 30 minutes
- 12:20 PM -- Panel: How to Evaluate Opportunity Zone Deals - 30 minutes
- 12:20 PM -- Concurrent Track: Caliber Funds Breakout Session - 30 minutes
- 12:55 PM -- OZ Fund Pitch: TBD - 10 minutes
- 1:10 PM -- OZ Fund Pitch: CRE Development Capital - 30 minutes
- 1:45 PM -- Group Networking Session, Presented by OZworks Group
Register Now
Free to register for investors.
After registration, you will receive an email with instructions on how to join the online event.
By registering, you agree to receive messages from our Qualified Opportunity Fund partners who may contact you with investment opportunities. We will not spam you.
FAQs
This is a two-day event, taking place on Wednesday, November 3rd and Thursday, November 4th. Programming on each day will begin at 10:00 AM EDT.
If you are an 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 or if you’re seeking to make an investment before year-end, this event is specifically designed to help you make a decision on how to proceed. Of note, the 10% basis step-up benefit is not available to anyone who makes a QOF investment after December 31, 2021.
18 Qualified Opportunity Funds will pitch across the 2-day event. Day 1 on Wednesday, November 3 will be a full day, with 12 different funds pitching. Day 2 on Thursday, November 4 will be a half day, with 6 different funds pitching. We will send around an 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 3-4, complete with a link that is unique to you.
No. In an attempt to open up this event to as many investors as possible, I am 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 pitches from a few of the funds, you can choose to attend only during their pitch 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 live event on November 3-4, 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 fund managers and other Opportunity Zone experts. This will present a great chance for you to get your Opportunity Zone questions answered!
OZ Pitch Day Fall 2021 is currently seeking presenting partners. If you are interested in presenting your fund live during OZ Pitch Day, fill out the Pitch Day Partner interest form, and we will follow up with more information.
The OZ Pitch Day Fall 2021 will be the fourth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
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