OZ Pitch Day

Summer 2024

Discover Your Next Opportunity Zone Investment.

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.

Attend OZ Pitch Day 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

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

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

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

Erik Hayden

CEO

11:35 AM – 12:00 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

Jimmy Atkinson

OpportunityDb

Gerry Reihsen

Gerry Reihsen

Reihsen & Associates

Brett Siglin

Brett Siglin

Fennemore Law

Mr. Ashley Tison

OZPros

12:05 PM – 12:25 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

12:30 PM – 12:40 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

12:45 PM – 12:55 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

12:00 PM – 12:40 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

Jimmy Atkinson

OpportunityDb

Andrew Doup

Andrew Doup

SyndicationCounsel

Jill Homan

Jill Homan

Javelin 19 Investments

Coni Rathbone

Coni Rathbone

Vial Fotheringham Law

12:45 PM – 12:55 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

Jimmy Atkinson

Founder

1:00 PM – 1:20 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

1:25 PM – 1:45 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

1:50 PM – 2:00 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

2:05 PM – 2:15 PM

OZ Investment TBD

Asset Class TBD — Description coming soon.

OpportunityDb

Presenter TBD

TBD

2:20 PM – 2:30 PM

Concluding Remarks

Jimmy Atkinson

Jimmy Atkinson

OpportunityDb

Speakers

Jimmy Atkinson
OpportunityDb

Russ Colvin

Russ Colvin
YourSpace America

Andrew Doup

Andrew Doup
SyndicationCounsel

Erik Hayden

Erik Hayden
Urban Catalyst

Jill Homan

Jill Homan
Javelin 19 Investments

Coni Rathbone

Coni Rathbone
Vial Fotheringham Law

Gerry Reihsen

Gerry Reihsen
Reihsen & Associates

Brett Siglin

Brett Siglin
Fennemore Law

Ashley Tison

Ashley Tison
OZPros

Tess Young

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.

Partner With OZ Pitch Day