Seminar

Washington, D.C. | Opportunity Zones Summit

March 22, 2019

Overview

Hear from experts and innovators about all aspects of Opportunity Zones, the community development incentive brought about by the Tax Cuts and Jobs Act of 2017. Our agenda includes topics on current issues and best practices for the Opportunity Zones program.

Program Schedule

2:00 p.m. – 2:10 p.m. | Welcome
Wes Hudson | Partner, National Leader – Opportunity Zone Services, Cherry Bekaert LLP


2:10 p.m. – 3:00 p.m. | Panel 1

OZ 201: Beyond the Basics, Opportunities and Challenges of IRS Guidance

Moderator: Rick Schneider | Partner, Cherry Bekaert LLP
Corenia Riley Burlingame | Counsel, Miles & Stockbridge PC
Michael Elliot | Partner, Cherry Bekaert LLP
Venroy July | Principal, Miles & Stockbridge PC


3:00 p.m. – 3:50 p.m. | Panel 2

OZs in Action: Case Studies from Successful Projects

Moderator: Jerry Breed | Principal, Miles & Stockbridge PC 
Billy Huger | Managing Director, Monarch Private Capital Advisors
Emeka Moneme | Senior Vice President and Managing Director of MG Capital, Menkiti Group
Ricky Novack | Co-Founding Partner, The Strategic Group
Michael Tillman | CEO, PTM Partners, LLC


3:50 p.m. – 4:00 p.m. | Break


4:00 p.m. – 5:00 p.m. | Panel 2

Ask the Experts: Live Audience Q&A on Everything OZ

Moderator: Polly Hoxha | Manager, Cherry Bekaert LLP
Jerry Breed | Principal, Miles & Stockbridge PC
Jill Homan | President, Javelin 19 Investments, LLC
Sarah Nania | Vice President, Accounting, Fundrise, LLC
Ron Wainwright | Partner, Cherry Bekaert LLP


5:00 p.m. – 6:30 p.m. | Cocktail reception