OZ Pitch Day Summer 2023

Discover Your Next Opportunity Zone Investment.

Watch On-Demand

Urban Catalyst Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Real Estate // San Jose, CA
Pitch Deck: [Click To Request]

Caliber Tax Advantaged Opportunity Zone Fund II

Fund Pitch: Multi-Asset // Real Estate // Greater Southwest
Pitch Deck: [Click To Download]

Phoenix Stadium Self-Storage OZ Project By YSA

Fund Pitch: Single-Asset // Self-Storage // Phoenix, AZ
Pitch Deck: [Click To Download]

Denver Industrial OZ Project By StarPoint Properties

Fund Pitch: Single-Asset // Industrial // Denver, CO
Pitch Deck: [Click To Download]

Veterans Villa By Tocqueville Asset Management

Fund Pitch: Single-Asset // Mixed Use // Colorado Springs, CO
Pitch Deck: [Click To Download]

Investors Choice OZ Fund By USG Realty Capital

Fund Pitch: Multi-Asset // Multifamily & Retail // National
Pitch Deck: [Click To Download]

Verte Opportunity Fund

Fund Pitch: Multi-Asset // Venture Capital // National
Pitch Deck: [Click To Download]

Kansas City Mobile Home OZ Portfolio By Saratoga Group

Fund Pitch: Multi-Asset // Mobile Home Parks // Kansas City Metro Area
Pitch Deck: [Click To Download]

Nest Opportunity Fund

Fund Pitch: Multi-Asset // Residential // Midwest
Pitch Deck: [Click To Download]

GPWM Funds

Fund Pitch: Multi-Asset // Real Estate // National
Pitch Deck: [Click To Request]

Opportunity Zone Investing Crash Course For HNWIs

Presented by Jimmy Atkinson (OpportunityDb)

Panel: The Industrial Sector & Opportunity Zones

Panelists: Peter Ciganik (GTIS Partners), Brian Duren (CLA), and Jim Lang (Greenberg Trauig)

OZ Pros Workshop: Ask The OZ Expert

Presented by The OZ Sherpa, Mr. Ashley Tison (OZPros)

Partners

Partner With OpportunityDb

Welcome!

Welcome to OZ Pitch Day Summer 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.
Bold listings indicate a Qualified Opportunity Fund investment presentation.

10:00 AM ET — OZ 101 For HNW Investors, By Jimmy Atkinson - 30 minutes
10:30 AM ET — YourSpace America Self-Storage - 20 minutes
10:55 AM ET — Veterans Villa by Tocqueville Asset Management - 10 minutes
11:10 AM ET — Urban Catalyst Opportunity Zone Fund II - 30 minutes
11:45 AM ET — Panel: The Industrial Sector & Opportunity Zones - 30 minutes
11:45 AM ET — Concurrent Track: Fund Breakout Session - 30 minutes
12:20 PM ET — Caliber Tax Advantaged Opportunity Zone Fund II - 20 minutes
12:45 PM ET — GPWM Funds OZ Project Spotlight - Reno Casino / Hotel Conversion - 10 minutes
1:00 PM ET — StarPoint Properties - Denver Industrial Project - 10 minutes
1:15 PM ET — Nest Opportunity Fund (Part 1) - 5 minutes
1:25 PM ET — OZ Pros Workshop: Ask The OZ Expert, With Ashley Tison - 30 minutes
2:00 PM ET — 10% Preferred Return Multifamily & Retail OZ Program by USG - 20 minutes
2:25 PM ET — Nest Opportunity Fund (Part 2) - 5 minutes
2:35 PM ET — Verte Opportunity Fund - 10 minutes
2:50 PM ET — Kansas City Mobile Home OZ Portfolio by Saratoga Group - 10 minutes
3:05 PM ET — Closing Remarks, By Jimmy Atkinson

Speakers

FAQs

When is OZ Pitch Day Summer 2023?

This is a one-day event, taking place entirely online on Thursday, July 20th. Programming will begin at 10:00 AM EDT.

Why should I attend?

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.

What is an accredited investor?

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.

How many funds are presenting, and where is the agenda?

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.

How do I register and attend the event?

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 July 20th. 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.

Is there a fee to register for the event?

No. In an attempt to open up this event to as many investors as possible, we are not charging a fee to attendees.

Do I have to attend the entire event?

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.

Will the event be recorded for later viewing?

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.

In addition to the OZ fund presentations, will there be any educational content?

While this event is mainly focused on matching investors with funds, there will be a keynote address and at least two educational panels/workshops.

Will I have an opportunity to ask questions?

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!

I am raising equity for an OZ fund. Can I present during the event?

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.

Where can I find the recordings for previous OZ Pitch Day events?

OZ Pitch Day Summer 2023 will be the ninth OZ Pitch Day event hosted by OpportunityDb. Previous OZ Pitch Day events are archived at the links below: