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• A Deep Dive into Opportunity Zones - New Tax Incentives Stimulating Community Investment

  • When
    22 Oct 2018
  •  
    8:30 AM - 11:30 AM (EDT)
  • Location
    Orrick, Herrington & Sutcliffe, 51 W. 52nd St, 23rd Flr., New York

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  Opportunity Zones have emerged as a transformative economic development tool, providing a new incentive to place much-needed capital into distressed communities. They also offer investors opportunities to defer and/or reduce their tax liabilities. With the designation of Opportunity Zones and Treasury’s anticipated clarifying Resolutions, industry leaders will advise how to effectively navigate Opportunity Zones and use this tax incentive to spur investment in low-income areas. 
  

  Join the discourse to hear what the experts in NYC are thinking on how to act upon the Opportunity Zone legislation. This conversation will be highly relevant to fund managers, individual investors, attorneys, private wealth advisors, impact investing professionals and real estate developers. It takes place on Monday, October 22, from 8:30-11:00am. Continental breakfast will be served.
  

  Agenda:

  8:30-9:00am: Breakfast & Networking
  9:00-11:00: Panel Discussions
  11:00-11:30: Networking and interaction with speakers
  

  Panel 1 - Legislative Updates from Tax and OZ Thought Leaders  (9-10am)

  • Quinn Moss - Partner, Orrick, Herrington & Sutcliffe, LLP (Moderator)
  • Richard Chirls - Partner, Orrick, Herrington & Sutcliffe, LLP
  • John Cochrane - Senior Associate, US Impact Investing Alliance
  • Lauren Lovelace, Principal, Ernst & Young LLP

  Panel 2 - Practical Implementation - How Investors and Fund Managers are Putting OZ Capital to Work (10-11 am)

  • Carolyn Allwin, Managing Director, Elysian Advisers (Moderator)
  • Eric Clement, Senior Vice President, Strategic Investments Group at NYC EDC
  • Jen Collins, Fellow, Georgetown University's Beeck Center for Social Impact + Innovation
  • Julia Shin, Vice President & Managing Director, Impact Investing at Enterprise Community Partners
  • Sherry Wang, Managing Director, Goldman Sachs, Urban Investment Group

  
  

  Location:

  Upon arriving at 51 W. 52nd St., please come up to Orrick, Herrington & Sutcliffe's offices on the 23rd floor. 
  

  
  

  
  

  
  

  
  

  
  

  
  

  
  

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• ESG Standards in Private Equity: How SASB’s industry specific standards inform Private Investing

  • When
    16 Jan 2019
  •  
    5:00 PM - 7:30 PM (EST)
  • Location
    Fordham University, Lowenstein Building, Lincoln Center Campus, 113 W. 60th St, New York

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  The explosive growth of the Impact & ESG Investment field has created a deluge of information and terminology that is often difficult to decipher especially for investment relevance.  As a cross asset class phenomenon, investors have expressed a desire for consistency, comparability and an industry specific focus on financial materiality.  Please join us as private equity GPs and the Sustainability Accounting Standards Board (SASB) discuss how to leverage industry standards and focus on financial materiality to inform GP due diligence, operational support of portfolio companies, reporting, and marketing to investors. 

  Agenda:
  

  5:00-5:30 pm: Registration & Introductions
  5:30-6:30 pm: Speaker Discussions
  6:30-7:30 pm: Networking and complimentary hors d'oeuvres and cocktails
  

  Speakers
  

  • Jeff Cohen - Institutional Product Strategist, Sustainability Accounting Standards Board (SASB)    

    In his role, Jeff educates and partners with companies, institutional investors, and asset owners facilitating dialogue on financially material industry specific ESG topics and metrics for implementation into business strategy and investment decision making.  Jeff has a background in ESG & Impact investing across asset classes and investment strategies. Prior to joining SASB, Jeff was Head of Business Development at Sonen Capital an ESG & Impact dedicated OCIO, where he worked with investors seeking to achieve impact across asset classes and various environmental and social themes. Prior to Sonen, Jeff was a Director of Investment Opportunities at Venovate, a Fin-tech platform connecting institutional investors with unique private placement investments, where he conducted due diligence on direct company investments across business stages. Jeff has spent his career working with sophisticated investors at organizations such as Deutchse Bank, Merrill Lynch, and Gerson Lerhman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Jeff is a CAIA charter holder, FSA Credential Holder, and in his free time loves to play golf and go hiking with his wife and dog

  • Vishal Shah - Partner, Hudson Sustainable Investments                

    Vishal is a leading expert in the field of sustainability with over 20 years of experience in the global technology and clean energy sectors. Prior to joining Hudson, Vishal was a Managing Director and Head of Global Clean tech and Sustainable Investing sector at Deutsche Bank. His coverage included large industrial, technology and resources companies as well as emerging companies in the power, transportation, agriculture and technology sectors. Prior to Deutsche, Vishal was the Head of Global Clean Research Energy Groups at both Barclays Capital, Lehman Brothers and also worked at Morgan Stanley. Before joining Wall Street, Vishal held several leadership positions at Applied Materials. Vishal has been a trusted advisor to several start-ups in the Cleantech sector and has significant experience in dealing with operational, financial and strategic issues of several small/mid-size companies.  Throughout his Wall Street career, Vishal has been actively involved in more than 30 IPOs including Solaredge, Terraform, Enphase, SunPower, JA Solar, Trina and Canadian Solar. 

  Location

  Fordham University, Lincoln Center Campus, Lowenstein Building, corner of W. 60th and 9th/Columbus

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