Investing in QOZs
Virtual Panel
May 12, 2020

Agenda

    Tuesday, May 12th, 2020

      12:00 PM ()
      Investing in QOZs: Strategies to Strengthen Local Economies and Your Portfolio

      • REGISTER HERE

        Exceptional times in the global economy and the U.S. housing market have Family Office investors considering how to strategically position themselves for success within the Real Estate industry.  This webcast featuring back-to-back discussions with a lineup of industry experts will discuss how investing Qualified Opportunity Zones may be the solution to bolster Family Office portfolios while simultaneously strengthening distressed local economies. Discussion topics include, but are not limited to:
        • Structuring and launching a fund during a pandemic
        • QOZ investment protection best practices
        • Key tax issues to keep in mind when investing in opportunity zones
        • Primary misperceptions that still exist in OZ Land
        • Deal velocity in 2020 v. 2019
        • Family Offices should seek these types of returns
        • Social impact investing in the US in OZs
        • Crisis recovery and the future of QOZs
        • Pros/cons of direct vs. asset allocator, fund of fund
        • What other alternatives are available in real estate?
        Sponsored by: QOZPortlandRedbrick LMD

        • Michael D'Onofrio, Managing Director (Engineered Tax Services Inc)
        • Peter Ciganik, Managing Director (GTIS Partners)
        • Lane Lowry, Fund Manager (Opportunity Zone Fund Portland)
        • Alex Bhathal, Managing Partner (RevOZ Capital)
        • James Solomon, Managing Partner (Ravinia Capital Group)
        • David Mann, Head, Private Institutional Client Group (Raymond James)
        • Louis Dubin, Managing Partner (Redbrick LMD)

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  • Tuesday, May 12th, 2020
  • 12:00 PM

    Investing in QOZs: Strategies to Strengthen Local Economies and Your Portfolio



    *** This session contains audio, but you must have been registered for this conference to be able to play audio files

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