OZ Pitch Day Spring 2023

Watch On-Demand

Urban Catalyst Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Pitch Deck: [Click To Request]

Capital Square Opportunity Zone Funds

Fund Pitch: Single-Asset Funds // Multifamily // VA & TN
Pitch Deck: [Click To Download]

GTIS Qualified Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Real Estate // National
Pitch Deck: [Click To Request]

Nest Opportunity Fund

Fund Pitch: Multi-Asset // Residential // Midwest
Pitch Deck: [Click To Request]

McKinstry Mansion Hotel by Sandstone Partners

Fund Pitch: Single-Asset // Hotel // Hudson, NY
Pitch Deck: [Click To Download]

Veterans Villa by Tocqueville Asset Management

Fund Pitch: Single-Asset // Mixed Use // Colorado Springs, CO
Pitch Deck: [Click To Download]

Blue Zone Resort by Coastal Bend OZ

Fund Pitch: Single-Asset // Hotel // Rockport, TX
Pitch Deck: [Click To Download]

Caliber Tax-Advantaged OZ Fund II

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Pitch Deck: [Click To Request]

StarPoint Properties

Fund Pitch: Single-Asset Funds // Industrial & Multifamily // Western U.S.
Pitch Deck: [Click To Download]

Darwin Metals Mine OZ Fund

Fund Pitch: Single-Asset // Operating Company // Inyo County, CA
Pitch Deck: [Click To Download]

YourSpace America Self-Storage

Fund Pitch: Single-Asset // Self-Storage // Phoenix, AZ
Pitch Deck: [Click To Download]

Puerto Rico Opportunity Zone Fund

Fund Pitch: Multi-Asset // Operating Companies // Puerto Rico
Pitch Deck: [Click To Download]

Keynote: Building Generational Wealth With Alts

Andy Hagans, WealthChannel

Panel: Catalyzing Social Impact With Opportunity Zones

Panelists: Chris Cooley (OZworks Group), Catherine Lyons (Economic Innovation Group), and Rachel Reilly (Aces & Archers)

Panel: Wealth Development With Opportunity Zones

Panelists: Brad Molotsky (Duane Morris), Gerry Reihsen (Reihsen & Associates), and Kirk Walton (GPWM Funds)

OZ Pros Workshop: Ask The OZ Expert

Presented by Ashley Tison (OZ Pros)

Registration has closed for this event.

One-Day Online Event

For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.

Our Partners

Partner With OpportunityDb

Welcome!

Welcome to OZ Pitch Day Spring 2023. This upcoming online event is designed to match High Net Worth investors who have capitals gains with Qualified Opportunity Funds that are seeking capital. Investing within your 180-day window is of crucial importance for OZ investors. This event can help you find the right funds and projects to invest in.

Jimmy Atkinson

Founder of OpportunityDb
Host of the Opportunity Zones Podcast

Agenda

All times listed are Eastern Daylight Time. Agenda is subject to change.

10:00 AM — OZ 101 For HNW Investors, By Jimmy Atkinson - 15 minutes
10:20 AM — Building Generational Wealth With Alts, By Andy Hagans - 10 minutes
10:35 AM — OZ Fund Pitch: Capital Square - 20 minutes
11:00 AM — OZ Fund Pitch: Urban Catalyst - 30 minutes
11:35 AM — Panel: Catalyzing Social Impact With Opportunity Zones - 30 minutes
11:35 AM — Concurrent Track: Urban Catalyst Breakout Session - 30 minutes
12:10 PM — OZ Fund Pitch: GTIS Partners - 15 minutes
12:30 PM — OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
12:45 PM — OZ Fund Pitch: Sandstone Partners - 10 minutes
1:00 PM — OZ Fund Pitch: Tocqueville Asset Management - 10 minutes
1:15 PM — OZ Pros Workshop: Ask The OZ Expert, With Ashley Tison - 25 minutes
1:45 PM — OZ Fund Pitch: Coastal Bend OZ - 10 minutes
2:00 PM — OZ Fund Pitch: Caliber - 10 minutes
2:15 PM — OZ Fund Pitch: StarPoint Properties - 10 minutes
2:30 PM — Panel: Wealth Development Strategies With Opportunity Zones - 30 minutes
3:05 PM — OZ Fund Pitch: Darwin Mine - 10 minutes
3:20 PM — OZ Fund Pitch: YSA Self-Storage - 10 minutes
3:35 PM — OZ Fund Pitch: Puerto Rico OZ Fund - 10 minutes
3:50PM — Closing Remarks, By Jimmy Atkinson
4:00 PM — Happy Hour Mixer, Presented By WealthChannel

Speakers

FAQs

When is OZ Pitch Day Spring 2023?

This is a one-day event, taking place entirely online on Thursday, March 23rd. Programming will begin at 10:00 AM EDT.

Why should I attend?

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.

What is an accredited investor?

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.

How many funds are presenting, and where is the agenda?

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.

How do I register and attend the event?

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 March 23rd. 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.

Is there a fee to register for the event?

No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.

Do I have to attend the entire event?

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.

Will the event be recorded for later viewing?

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.

In addition to the OZ fund presentations, will there be any educational content?

While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.

Will I have an opportunity to ask questions?

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!

I am raising equity for an OZ fund. Can I present during the event?

OZ Pitch Day Spring 2023 is sold out. If you are interested in partnering with OpportunityDb on a future event, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.

Where can I find the recordings for previous OZ Pitch Day events?

OZ Pitch Day Spring 2023 will be the eighth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below: