OZ Pitch Day - March 23rd
Urban Catalyst Opportunity Zone Fund II
Capital Square Opportunity Zone Funds
GTIS Qualified Opportunity Zone Fund II
Nest Opportunity Fund
McKinstry Mansion Hotel by Sandstone Partners
Veterans Villa by Tocqueville Asset Management
Blue Zone Resort by Coastal Bend OZ
Caliber Tax-Advantaged OZ Fund II
Fund Pitch: Single-Asset Funds // Industrial & Multifamily // Western U.S.
Pitch Deck: [Click To Download]
Darwin Metals Mine OZ Fund
YourSpace America Self-Storage
Puerto Rico Opportunity Zone Fund
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)
Video coming soon.
OZ Pros Workshop: Ask The OZ Expert
Presented by Ashley Tison (OZ Pros)
Video coming soon.
Registration has closed for this event.
One-Day Online Event
For High Net Worth investors and advisors seeking Qualified Opportunity Fund investments.
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.
Founder of OpportunityDb
Host of the Opportunity Zones Podcast
All times listed are Eastern Daylight Time. Agenda is subject to change.
Coastal Bend OZ
Nest Opportunity Fund
Economic Innovation Group
Reihsen & Associates
Aces & Archers
Puerto Rico OZ Fund
Tocqueville Asset Management
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: