Opportunity Zones

November 17, 2020

OZ Pitch Day 2020

Thank you to all of the OZ Pitch Day partners and attendees for making this a successful event! Click below to view recordings and download pitch decks.

Why Attend

Compare Funds

Attend live pitches from 12 different OZ funds.

Ask Questions

Participate in live Q&A with fund managers.

Get Invested

Make your investment before year-end.

OZ Pitch Day

One-Day Online Event

Don’t Miss Your Investment Deadline.
Invest in Opportunity Zones Before Year-End.

Learn more about OZ investment deadlines

Jimmy Atkinson

Welcome!

Welcome to OZ Pitch Day 2020. This will be a first-of-its-kind event with a mission of matching investors who have capitals gains with Qualified Opportunity Funds that are seeking capital.

Jimmy Atkinson

Founder of OpportunityDb and OZ Pros
Host of the Opportunity Zones Podcast

Agenda

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

Jimmy Atkinson

10:00 AM -- Welcome

Jimmy Atkinson, Founder of OpportunityDb
OpportunityDb founder and Opportunity Zones Podcast host Jimmy Atkinson kicks off the day.

Rachel Reilly

10:05 AM -- Keynote Address

Rachel Reilly, Economic Innovation Group
Rachel is director of impact strategy at EIG. She will address the importance of Opportunity Zones and how OZ investing will continue to be viable under a Biden administration.

Ashley Tison

10:15 AM -- Opportunity Zone Investing 101

Educational Panel Presented by OZ Pros
Jimmy Atkinson and Ashley Tison
A crash course on the Opportunity Zone incentive for beginners. Learn how the incentive works, what types of investments are eligible to receive the investment, and how to invest in a Qualified Opportunity Fund.

10-Minute Break

11:00 AM -- Origin Investments QOZ Fund

Fund Pitch: Multi-Asset // Class A Multifamily // National
Michael Episcope
The Origin QOZ Fund invests in institutional-quality multifamily development projects located across some of the fastest-growing markets in the United States. The Fund currently has over $66 million invested in four Opportunity Zone projects located in Charlotte, Chicago, Houston, and Phoenix.

Adrian Beales

11:35 AM -- Luxury Hotel Development in Puerto Rico

Fund Pitch: Single-Asset // Hospitality Real Estate // Puerto Rico
Adrian Beales
Lifeafar Capital is launching their second Opportunity Zone project in Puerto Rico, an iconic luxury hotel redevelopment that is set to open in Q4 of 2022. This spectacular property is perfectly situated to benefit from the post-COVID tourism recovery as well as Puerto Rico’s record-breaking tourism boom. It combines not only Opportunity Zone tax incentives, but many local tax incentives that bolster returns.

10-Minute Break

Sam Hales

12:00 PM -- Saratoga Group MHP Fund VII

Fund Pitch: Multi-Asset // Mobile Home Parks // National
Sam Hales
Saratoga MHP Fund VII (Saratoga's 3rd QOZ fund) is a $30M target raise for the purchase of neglected MHPs in Opportunity Zones. Saratoga anticipates purchasing 25-30 communities with existing tenants and cash flow, then pave the roads, install playgrounds, solar street lights, redo signage and bring in new homes.

Greg Genovese

12:20 PM -- Investors Choice OZ Fund by USG/OZI

Fund Pitch: Multi-Asset // Real Estate // National
Greg Genovese
Using the proprietary USG/OZI risk mitigation strategy, the Investors Choice OZ Fund, is a first-of-its-kind Opportunity Zone fund that allows investors to choose between a number of project specific Opportunity Zone developments within the fund, to allow for as much project concentration or diversification as they desire.

30-Minute Lunch Break

OZ Pitch Day 2020

1:20 PM -- Being a Shrewd Opportunity Zone Investor

Educational Panel
Panelists: Chris Cooley (OZworks), Rocco Forino (DealConnectHub), Dave Kunz (Hall Labs), Jeffrey Maganis (Crowdcreate), and Gerry Reihsen (Coasis Coalition)
How family offices and high net worth individuals should assess Opportunity Zone investment options, with real world examples.

Chris Loeffler

2:00 PM -- Caliber Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Chris Loeffler
Caliber is designed to acquire, redevelop, and manage a portfolio of diversified commercial properties located in Opportunity Zones. The Caliber Tax Advantaged Opportunity Zone Fund has acquired holdings in Arizona, and is targeting additional holdings in Colorado, Texas, Nevada, and Utah; Caliber believes these states have the potential to possess some of the top OZs due to long-term population and job growth trends.

Erik Hayden

2:20 PM -- Urban Catalyst Opportunity Zone Fund

Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Erik Hayden
Real estate Opportunity Zone fund focused on ground-up development projects in downtown San Jose. Seven projects acquired across office, multi-family, student housing, senior housing, and hospitality to form a diverse portfolio of assets.

10-Minute Break

Tom Darden

3:00 PM -- East Durham OZ Fund

Fund Pitch: Multi-Asset // Real Estate // Raleigh-Durham, NC
Tom Darden
East Durham provides an opportunity for investors to participate in a major redevelopment of approximately 135-acres just east of downtown Durham and proximate to Research Triangle Park and Raleigh/Durham International Airport.

Angela O'Byrne

3:20 PM -- Keys Behavioral Health

Fund Pitch: Single-Asset // Operating Business // Healthcare
Angela O'Byrne
Winner of the Acadiana OZ Pitch Fest in October 2020. Fund proposal is to purchase and renovate four historic buildings in an Opportunity Zone in New Iberia, LA, to expand addiction recovery and sober living residences.

Garrick Monaghan

3:35 PM -- Riaz Capital ABD Ozone Fund

Fund Pitch: Multi-Asset // Workforce Housing // Oakland, CA
Garrick Monaghan
Riaz Capital aims to build workforce housing to address the San Francisco Bay Area's substantial housing shortfall for single-income households earning $40,000-$120,000 annually. They have more than 2,000 OZ-located units in various stages of planning and construction.

10-Minute Break

Anh Mai

4:00 PM -- Nomadic Opportunity Pearl Fund

Fund Pitch: Multi-Asset // Operating Business // Healthcare
Anh Mai
Nomadic Oz is the first Qualified Opportunity Fund for health, wellness, and COVID-19. It will be a hybrid fund with 5 portfolio companies and a startup health and wellness incubator for new investment opportunities.

Wally Sullivan

4:20 PM -- USVI Hemp Fund

Fund Pitch: Single-Asset // Operating Business // Agriculture
Wally Sullivan
This $7 million OZ Fund project represents direct ownership in an industrial hemp farm located in St. Croix, USVI. The management team has both the government relations and strong community ties needed to succeed. Coupling the ideal growing environment with multiple tax advantages should allow this project to be the lowest cost producer of high-quality CBD oil in the U.S.

Chris Cook

4:40 PM -- Elite Opportunity Fund

Fund Pitch: Multi-Asset // Oil & Gas
Chris Cook
The first and only oil and gas Opportunity Zone fund. The Elite Opportunity Fund will acquire producing, cash flowing minerals and royalties in Texas, Louisiana, and Pennsylvania, and provide investors with 10 years of tax-free capital gains on oil and gas producing assets in OZs.

Guinness

5:00 PM -- Happy Hour Mixer

Meet and mingle with fund managers and other Opportunity Zone investors and participants.

Register For the Next OZ Pitch Day

Free to register for investors.

This event is over. But register now to receive advance access to the next OZ Pitch Day 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

OZ Pitch Day 2020 has concluded. It took place on Tuesday, November 17th. The date of the next OZ Pitch Day event is TBD.

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 are facing a year-end deadline, this event is designed to help you make a decision on how to proceed.

Between 10 to 12 funds will pitch throughout the day, but the agenda has not yet been finalized. I 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 17th, 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 17th, I 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, I will be hosting at least one educational panel. At the beginning of the event, there will be an Opportunity Zone Investing 101 panel which will educate attendees on the basics of the OZ incentive, how to invest in Qualified Opportunity Funds, and questions that investors should ask before investing.

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!

All of the pitch time slots are booked for this event. To learn more about opportunities to pitch at future OZ Pitch Day events, fill out the Pitch Day Partner interest form, and I’ll send over a Partner Kit with additional information. Please note: These are paid sponsorship opportunities.

Partner with OZ Pitch Day