OZ Pitch Day - March 23rd
March 29, 2022
OZ Pitch Day Spring 2022
Thank you to all of our OZ Pitch Day partners and attendees for making this a successful event! Recordings of all of the sessions are available below.
OZ Pitch Day - March 23rd
Investor Deck
OZ Pitch Day Investor Deck
- In-depth summary of all 12 OZ Pitch Day fund partners.
- Compare minimums and fees.
- Contact information for each fund.
Recordings
Urban Catalyst Opportunity Zone Fund II
Fund Pitch: Multi-Asset // Multifamily & Office // San Jose, CA
Pitch Deck [Click to Request]
Origin Investments QOZ Fund II
Fund Pitch: Multi-Asset // Class A Multifamily // Southern U.S.
Pitch Deck [PDF Download]
Caliber Tax Advantaged Opportunity Zone Fund
Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Pitch Deck [PDF Download]
Investors Choice OZ Fund by USG/OZI
Fund Pitch: Multi-Asset // Multifamily & Senior Living // National
Pitch Deck [PDF Download]
Ozone Capital Markets 828 Studios OZ Fund
Fund Pitch: Single-Asset // Operating Company // Las Cruces, NM
Pitch Deck [PDF Download]
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Grubb Properties Link Apartments OZ REIT
Fund Pitch: Multi-Asset // Multifamily // National
Pitch Deck [PDF Download]
CRE Development Capital OZ Funds
Fund Pitch: Multi-Asset // Multifamily & Hotel // Phoenix & Las Vegas
Pitch Deck [PDF Download]
Nest Opportunity Fund
Fund Pitch: Multi-Asset // Residential Real Estate // Midwest U.S.
Veterans Victory Opportunity Fund
Fund Pitch: Multi-Asset // Multifamily, Office, Solar // Colorado Springs, CO
Pitch Deck [PDF Download]
Integris DLV Opportunity Zone Fund
Fund Pitch: Single-Asset // Hotel // Las Vegas, NV
Pitch Deck [PDF Download]
Cbus OZ Funds
Fund Pitch: Multi-Asset // Residential Real Estate // Columbus, OH
Aguadilla International Industrial R&D OZ Fund
Fund Pitch: Single-Asset // Industrial // Aguadilla, PR
Educational Sessions
The Evolution of Opportunity Zones
Keynote Address by Shay Hawkins
The State of the Opportunity Zone Marketplace in 2022
Panelists: Catherine Lyons, John Sciarretti, Reid Thomas
Ask The Opportunity Zone Expert
OZ Pros Workshop with Ashley Tison
Opportunity Zone Strategies for High Net Worth Investors
Panelists: Jay Frank, Scott Hawksworth, Rob Johnson
Register Now
Registration has closed.
One-Day Online Event
Don’t Miss Your 180-Day Investment Deadline.
- 100% Online
- 100% Free
- 100% Easy to Attend on Any Device
OZ Pitch Day Partners
Title Partner
Pitch Partners
Supporting Partners
Welcome!
Welcome to OZ Pitch Day Spring 2022. This upcoming online event is designed to match 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 -- Welcome Address and OZ 101 by Jimmy Atkinson - 10 minutes
- 10:10 AM -- Keynote Address: Shay Hawkins, Opportunity Funds Association - 15 minutes
- 10:25 AM -- OZ Fund Pitch: Origin Investments QOZ Fund II - 30 minutes
- 11:00 AM -- Panel: State of the Opportunity Zone Marketplace - 20 minutes
- 11:00 AM -- Concurrent Track: OZ Fund Breakout Session - 20 minutes
- 11:25 AM -- OZ Fund Pitch: Grubb Properties - 20 minutes
- 11:50 AM -- OZ Fund Pitch: Ozone Capital Markets 828 Studios OZ Fund - 20 minutes
- 12:15 PM -- OZ Fund Pitch: Urban Catalyst Fund II - 30 minutes
- 12:50 PM -- Lunch Break
- 12:50 PM -- Lunch Track: OZ Fund Breakout Session - 20 minutes
- 1:10 PM -- Welcome Back - 5 minutes
- 1:15 PM -- OZ Fund Pitch: Investors Choice OZ Fund by USG/OZI - 30 minutes
- 1:50 PM -- OZ Pros Workshop: Ask an OZ Expert - 20 minutes
- 1:50 PM -- Concurrent Track: OZ Fund Breakout Session - 20 minutes
- 2:15 PM -- OZ Fund Pitch: CRE Development Capital - 20 minutes
- 2:40 PM -- OZ Fund Pitch: Caliber Tax-Advantaged OZ Fund - 30 minutes
- 3:15 PM -- Panel: OZ Benefits for High Net Worth Investors - 20 minutes
- 3:15 PM -- Concurrent Track: OZ Fund Breakout Session - 20 minutes
- 3:35 PM -- OZ Fund Pitch: Nest Opportunity Fund - 10 minutes
- 3:50 PM -- Break
- 4:00 PM -- OZ Fund Pitch: Veterans Victory Opportunity Fund - 10 minutes
- 4:15 PM -- OZ Fund Pitch: Integris Real Estate - 10 minutes
- 4:30 PM -- OZ Fund Pitch: CBUS OZ Funds - 10 minutes
- 4:45 PM -- OZ Fund Pitch: Aguadilla R&D OZ Fund - 10 minutes
- 5:00 PM -- Happy Hour Mixer, Presented by Urban Catalyst
Speakers
Jimmy Atkinson
OpportunityDb
John Cerne
CRE Development Capital
Chris Cooley
OZworks Group
Conor Donohue
Caliber
Clint Edgington
Nest Opportunity Fund
Michael Episcope
Origin Investments
Jay Frank
Cantor Fitzgerald
Greg Genovese
USG Realty Capital
Kira Golden
Direct Source Wealth
Shay Hawkins
OFA
Scott Hawksworth
MultifamilyInvestor.com
Erik Hayden
Urban Catalyst
James Holleman
Grubb Properties
Lawrence Jatsek
CRE Development Capital
Rob Johnson
Realized
Chris Knoppe
CBUS OZ Funds
Kim Kuhle
Veterans Victory Opportunity Fund
Catherine Lyons
Economic Innovation Group
Ben Matheson
Integris Real Estate
John Sciarretti
Novogradac
Clark Spencer
Grubb Properties
Wally Sullivan
Javelin Securities
Reid Thomas
JTC Americas
Ashley Tison
OZ Pros
Register Now
Registration has closed.
FAQs
This is a one-day event, taking place entirely online on Tuesday, March 29th. Programming will begin at 10:00 AM EDT.
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 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.
12 Qualified Opportunity Funds will pitch during the course of the day. We 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 March 29th, 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 March 29th, 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 fund managers and other Opportunity Zone experts. This will present a great chance for you to get your Opportunity Zone questions answered!
Presentation slots for OZ Pitch Day Spring 2022 are sold out. If you are interested in partnering on a future OZ Pitch Day, fill out the Pitch Day Partner interest form, and we will follow up with more information.
The OZ Pitch Day Spring 2022 will be the fifth 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 or deal
- Generate investor leads
- Targeted investor outreach