OZ Pitch Day - June 13, 2024
OZ Pitch Day
Summer 2024
Discover Your Next Opportunity Zone Investment.
- June 13, 2024
- Live Online Event
OZ Pitch Day - June 13, 2024
Why Attend
Learn
Gain access to investment strategies and ideas from top OZ industry leaders.
Interact
Attend live event sessions and talk with event speakers and other investors.
Take Action
Compare different OZ funds, and invest before your 180-day deadline expires.
Register Now
Attend Our Interactive Online Event
Grow Your Wealth With Opportunity Zone Investments.
When you attend OZ Pitch Day, you will gain access to many of the leading experts in the OZ industry, via live presentations where you can interact directly with speakers and other investors.
After registration, you will receive an email with instructions on how to join the online event.
By submitting your contact information you agree to receive messages about OpportunityDb events, special offers, and updates from our sponsors. You may unsubscribe at any time.
One-Day Online Event
For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
Welcome!
Welcome to OZ Pitch Day Summer 2024. This online event matches 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 Standard Time. Agenda is subject to change.
10:00 AM – 10:25 AM
Opportunity Zones Explained (For High Net Worth Investors)
Educational Session — OpportunityDb founder Jimmy Atkinson kicks off the event with a crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax benefits associated with OZ investing in 2024.
Jimmy Atkinson
OpportunityDb
10:30 AM – 10:40 AM
Monte Dei Globe
Mixed-Use Real Estate // Globe, AZ — Monte Dei Globe’s multi-phase mixed-use development will revitalise the charming City of Globe by funding much needed affordable single-family residences, multi-family housing and commercial/retail including a hotel and event space in a Masterplan community.
Tess Young
Founder
10:45 AM – 11:05 AM
YourSpace America Self Storage
Self-Storage — YourSpace America is raising capital for multiple self-storage deals located in Opportunity Zones, including growth markets of Phoenix and Las Vegas.
Russ Colvin
CEO
11:10 AM – 11:30 AM
Urban Catalyst Opportunity Zone Fund II
Multi-Asset Real Estate // San Jose, CA — An Opportunity Zone fund in the heart of downtown San Jose, Urban Catalyst offers a dynamic portfolio of properties on the heels of a successful $135 million Fund I. The current Fund II represents a diverse real estate portfolio, with great momentum in a growing tech hub.
Erik Hayden
CEO
11:35 AM – 12:05 PM
Ask The OZ Experts
Interactive Q&A Session — Attorneys from our OZ Insiders mastermind community answer questions from the live OZ Pitch Day audience.
Jimmy Atkinson
OpportunityDb
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Mr. Ashley Tison
OZPros
12:10 PM – 12:30 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
12:35 PM – 12:45 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
12:50 PM – 1:00 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
1:05 PM – 1:35 PM
Tax Efficient Investing: OZs & Beyond
Educational Session — How Opportunity Zone investing stacks up against other tax-efficient investment programs, including QSBS, 1031 exchanges, and more.
Jimmy Atkinson
OpportunityDb
Andrew Doup
SyndicationCounsel
Jill Homan
Javelin 19 Investments
Coni Rathbone
Vial Fotheringham Law
1:40 PM – 1:55 PM
The OZ Insiders Mastermind Community
Opportunity Zone Mastermind Group — OZ Insiders is the premier private community for high-performing Opportunity Zone professionals and investors who want to network and stay in-the-know on key OZ trends and emerging news.
Jimmy Atkinson
Founder
2:00 PM – 2:20 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
2:25 PM – 2:45 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
2:50 PM – 3:00 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
3:05 PM – 3:15 PM
OZ Investment TBD
Asset Class TBD — Description coming soon.
Presenter TBD
TBD
3:20 PM – 3:30 PM
Concluding Remarks
Jimmy Atkinson
OpportunityDb
Speakers
Jimmy Atkinson
OpportunityDb
Russ Colvin
YourSpace America
Andrew Doup
SyndicationCounsel
Erik Hayden
Urban Catalyst
Jill Homan
Javelin 19 Investments
Coni Rathbone
Vial Fotheringham Law
Gerry Reihsen
Reihsen & Associates
Brett Siglin
Fennemore Law
Ashley Tison
OZPros
Tess Young
Monte Dei
FAQs
This is a one-day event, taking place entirely online on Thursday, June 13th. Programming will begin at 10:00 AM EDT.
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.
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.
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.
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 June 13th. 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.
No. In an attempt to open up this event to as many investors as possible, we are 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 presentations from a few of the funds, you can choose to attend only during their presentation 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 event live, 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 Qualified Opportunity Fund managers and other Opportunity Zone experts. This will present a great chance for you to get your OZ questions answered!
If you are interested in partnering with OpportunityDb, fill out the OZ Pitch Day Partner interest form, and we will follow up with more information.
OZ Pitch Day Summer 2024 will be the 12th OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below:
Partner With OZ Pitch Day
- Pitch your OZ fund.
- Interact with accredited investors.
- Generate new investor leads.