OZ Pitch Day - Nov 14th
OZ Pitch Day Summer 2023
Discover Your Next Opportunity Zone Investment.
- July 20, 2023
- Live Online Event
- Watch On-Demand
OZ Pitch Day - Nov 14th
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]
Educational Segments
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)
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
Jimmy Atkinson
OpportunityDb
Peter Ciganik
GTIS Partners
Russ Colvin
YourSpace America
Brian Duren
Clifton Larson Allen
Clint Edgington
Nest Opportunity Fund
Greg Genovese
USG Realty Capital
Sam Hales
Saratoga Group
Erik Hayden
Urban Catalyst
Jim Lang
Greenberg Traurig
Chris Loeffler
Caliber
Leonard Mills
Verte Opportunity Fund
Ashley Tison
OZ Pros
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, July 20th. 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 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.
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.
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:
Partner With OZ Pitch Day
- Pitch your OZ fund.
- Interact with accredited investors.
- Generate new investor leads.