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

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 issuance of Treasury’s clarifying Regulations, 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:

8:30-8:45: Breakfast & Networking

8:45 - 9:00: Welcome Remarks

9:00-11:15: Panel Discussions

11:15-11:45: 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, Ford Foundation
• 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
• Julia Shin, Vice President & Managing Director, Impact Investing at Enterprise Community Partners
• Sherry Wang, Managing Director, Goldman Sachs, Urban Investment Group
• Evan Weiss, Director PEL Analytics

Location:

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