Our Next Event: Alts Expo - October 4th
OZ Pitch Day Fall 2023
Discover Your Next Opportunity Zone Investment.
- November 9, 2023
- Live Online Event
Next Event: Alts Expo - Oct 4th
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
Registration form coming soon.
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 Fall 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 Standard Time. Agenda is subject to change.
10:00 AM – 10:25 AM
Opportunity Zones For High Net Worth Investors
Educational Session — OpportunityDb founder Jimmy Atkinson kicks off the event with a 101 crash course on Opportunity Zones, and how to invest in Qualified Opportunity Funds. Learn about the tax advantages associated with OZ investing.
Jimmy Atkinson
OpportunityDb
10:30 AM – 10:50 AM
Grubb Properties Link Apartment OZ REIT
Multi-Asset Multifamily Real Estate Portfolio — The investment strategy for Link Apartments focuses on building new Essential Housing, one of the most resilient asset classes with high resident demand and very little new moderate-priced apartment inventory.
Clark Spencer
Managing Director
10:55 AM – 11:05 AM
Veterans Villa by Tocqueville Asset Management
Single-Asset Mixed Use Real Estate Development // Colorado Springs, CO — Helping U.S. veterans live better lives, Veterans Villa and Small Business Center in Colorado Springs, CO is a mixed-use property marketed to veterans, resulting in ADA-accessible, green multifamily apartments, business offices and programs for veterans that are intended to create above-market returns for the investor.
Joseph Zock
Managing Director
11:10 AM – 11:40 AM
Title Partner: Urban Catalyst Opportunity Zone Fund II
Multi-Asset Real Estate Portfolio // San Jose, CA — Focused entirely on ground-up construction in downtown San Jose, CA, the fund intends to redevelop one side of a city block into an approximately 500,000-square-foot office tower (Icon) and an apartment high-rise with nearly 400 units (Echo). Additionally, the fund will also consist of a 176-key Marriott TownePlace Suites (Keystone) and a 169-unit senior living facility (Gifford Place).
Erik Hayden
Founder & CEO
11:45 AM – 12:25 PM
Investor Roundtable: How Opportunity Zones Fit Into Our Investment Portfolios
Educational Session — A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios.
Jimmy Atkinson
OpportunityDb
Panelist TBD
Company TBD
Panelist TBD
Company TBD
Panelist TBD
Company TBD
11:45 AM – 12:25 PM
Concurrent Track: Urban Catalyst Breakout Session
Erik Hayden
Urban Catalyst
Michael Johnston
OpportunityDb
12:30 PM – 12:50 PM
Caliber Tax Advantaged OZ Fund II
Multi-Asset Real Estate Portfolio // Greater Southwest — Caliber’s Tax Advantaged Opportunity Zone Fund is specifically designed to invest in attractive commercial real estate projects located within Qualified Opportunity Zones. The fund invests primarily in Arizona and the Southwest U.S., including multi-family, commercial, hospitality, and industrial properties.
Chris Loeffler
CEO
12:55 PM – 1:15 PM
Capital Square
Single-Asset Multifamily Real Estate Property — Property details TBD.
James Brunger
Chief Sales Officer
1:20 PM – 1:30 PM
Nest Opportunity Fund
Multi-Asset Residential Real Estate Portfolio // Midwest — The Nest Opportunity Fund is focused on rehabbing and renting single-family and multi-family properties located in Columbus, OH and Lexington, KY.
Clint Edgington
Partner
1:35 PM – 1:55 PM
GTIS Partners
Asset Class TBD — Description coming soon.
Peter Ciganik
Senior Managing Director
2:00 PM – 2:30 PM
OZPros Workshop: Ask The OZ Expert
Educational Session — The OZ Sherpa himself… Opportunity Zone attorney and OZPros founder Ashley Tison will field rapid fire Q&A from live attendees. Go ahead and ask this guy anything… and try to stump the attorney!
Jimmy Atkinson
OpportunityDb
Mr. Ashley Tison
OZPros
2:35 PM – 2:55 PM
Phoenix Stadium Self-Storage by YourSpace America
Single-Asset Self-Storage // Phoenix, AZ — Development of a state-of-the-art, fifth-generation, institutional quality, climate controlled self-storage facility in an Opportunity Zone in downtown Phoenix, AZ, adjacent to Chase Field. Approximately 125,000 net rentable square footage, with 1,225 units, plus an office of 1,300 square feet.
Russ Colvin
CEO
3:00 PM – 3:20 PM
USG Realty Capital Investors Choice OZ Fund
Multi-Asset Real Estate Portfolio — Investors Choice OZ Fund is a first-of-its-kind opportunity zone fund that allows investors to choose between a number of project-specific OZ developments. ICOZ is a multi-asset fund, however the fund dynamics are analogous to single-asset funds since investors are allowed to choose from either one or many available project-specific OZ developments. Each OZ project in the ICOZ fund are stand-alone developments within the multi-fund platform.
Greg Genovese
CEO
3:25 PM – 3:35 PM
StarPoint Properties
Asset Class TBD — Description coming soon.
Taylor Trautloff
Senior Analyst
3:40 PM – 3:50 PM
Presentation TBD
Asset Class TBD — Description coming soon.
Presenter TBD
Title TBD
3:55 PM – 4:05 PM
Presentation TBD
Asset Class TBD — Description coming soon.
Presenter TBD
Title TBD
4:10 PM – 4:15 PM
Concluding Remarks
Jimmy Atkinson
OpportunityDb
Speakers
Jimmy Atkinson
OpportunityDb
James Brunger
Capital Square
Peter Ciganik
GTIS Partners
Russ Colvin
YourSpace America
Clint Edgington
Nest Opportunity Fund
Greg Genovese
USG Realty Capital
Erik Hayden
Urban Catalyst
Chris Loeffler
Caliber
Gerry Reihsen
Reihsen & Associates
Ashley Tison
OZ Pros
Taylor Trautloff
StarPoint Properties
Joseph Zock
Tocqueville Asset Management
FAQs
This is a one-day event, taking place entirely online on Thursday, November 9th. Programming will begin at 10:00 AM EST.
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 November 9th. 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 Fall 2023 will be the 10th 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.