OZ Pitch Day - March 23rd
OZ Pitch Day Spring 2023
Discover Your Next Opportunity Zone Investment.
- March 23, 2023
- Live Online Event
OZ Pitch Day - March 23rd
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
Protect And Grow Your Wealth With Opportunity Zone Investments.
Opportunity Zones may be the greatest tax incentive ever created. Qualified Opportunity Fund investments allow a High Net Worth investor to defer and eliminate capital gains tax liabilities while gaining exposure to assets with significant appreciation potential.
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 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
Speakers
Jimmy Atkinson
OpportunityDb
John Berlet
Coastal Bend OZ
James Brunger
Capital Square
Peter Ciganik
GTIS Partners
Russ Colvin
YSA Self-Storage
Chris Cooley
OZworks Group
Clint Edgington
Nest Opportunity Fund
Andy Hagans
WealthChannel
Scott Hawksworth
WealthChannel
Erik Hayden
Urban Catalyst
David Kessler
Sandstone Partners
Catherine Lyons
Economic Innovation Group
Brad Molotsky
Duane Morris
George Pace
Caliber
Gerry Reihsen
Reihsen & Associates
Rachel Reilly
Aces & Archers
Nick Stone
Darwin Mine
Ashley Tison
OZ Pros
Jose Torres
Puerto Rico OZ Fund
Taylor Trautloff
StarPoint Properties
Kirk Walton
GPWM Funds
Joseph Zock
Tocqueville Asset Management
FAQs
This is a one-day event, taking place entirely online on Thursday, March 23rd. 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 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.
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!
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.
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:
Partner With OZ Pitch Day
- Pitch your OZ fund.
- Interact with accredited investors.
- Generate new investor leads.