Conference  + HOLIDAY Party
THIS THURSDAY 11.29.2018   Penn Plaza Pavilion 401 7th Ave
Conference  + Holiday Party
THIS THURSDAY 11.29.2018
Discover how to claim your investment stake in the exciting Opportunity Zone market in our one day conference and holiday party.
Qualified Opportunity Zones and their significant tax benefits have commercial real estate investors energized like nothing before.
*Offering 3.5 CLE Credits for Attendees

We’ve packed the schedule with practical, informative sessions that will give you the information you need to reap the rewards you’ve been hearing about. Top it all off with an epic holiday party to get you networking.
1:00 - 1:40
Registration & Opening Remarks
1:40 - 2:00
Zones 101; A high-level overview of Opportunity Zones and Qualified Opportunity Zone Funds. 
Presented by Jeffrey D. Uffner, Stroock 
2:05 - 3:20
Panel Discussion; Overview of opportunity zones & the latest guidance from Treasury & the IRS
Benefits of QOFs / QOZs • Requirements for “Rollover” of Gain • Requirements for an Entity to Qualify as a QOF • QOZ Business Property Requirements • Some Key Open Items • Non-real-estate Assets • Collaboration with government entities • Layering of existing incentives to augment OZ investments
Mayer Greenberg –Partner, Stroock  · Daniel Cullen, Partner, Baker Mckenzie, · Eric Clement – NYCEDC · Richard G. Blumenreich – KPMG · Susan J. Reaman - KPMG · Matthew Rappaport, Falcon Rappaport & Berkman PLLC 
Panel will be moderated by Kevin Matz Partner, Stroock
3:20 - 3:30
3:30 - 4:40
Panel Discussion; Qualified opportunity funds sponsors & the types of investments they are seeking
Type of funds: allocating capital to best-in-class developers vs. funding your own projects • Location: New York vs. Nationwide • Product Type: multifamily, retail, office, or mixed-use • Investors: Investment banks, RIA, family offices, UNHW, retail investors • Fund Structures: Pros and cons of a single tier vs. two tier approach • Exit: How to successfully exit the “fund” after ten (10) years • What to do about partnerships that were formed and owned assets prior to December 2017 • Return Profile/Fees: Estimated return profiles, IRR and return multiples • Methods for investing in operating businesses 
· Alexander Labowitz – General Counsel, Cadre · Seth Pinsky, EVP Fund Manager, RXR · Bryan Woo – Director of Acquisitions, Young Woo and Associates · Commissioner Joseph Douek – CEO of Viceroy Equities · Eric Requenez Partner, Stroock · Ari Bernstein Founder and Managing Partner, Greene Street Capital
Panel will be moderated by Craig Bernstein, Founder and Managing Partner of OPZ Capital 
4:40 - 4:50
4:50 - 5:30
Meridian Introduction
Keynote Address by Emanuel J. Friedman, CEO of EJF
5:30 - 6:00
Cocktails & VIP Networking
Gala Dinner Reception  
We’re bringing in the top industry leaders and experts to share the best tactics and latest updates on Opportunity Zones.
Emanuel J. Friedman
Chief Executive Officer & Co-Chief Investment Officer, EJF
Presented by Meridian Capital

Mayer Greenberg
Partner, Stroock

Kevin Matz
Partner, Stroock

Craig Bernstein
Founder and Managing Partner of OPZ Capital

Jeffrey D. Uffner
Partner, Stroock

Alexander Labowitz
General Counsel, Cadre

Daniel Cullen
Partner, Baker McKenzie

Seth Pinsky
EVP Fund Manager, RXR 

Bryan Woo
Director of Acquisitions, Young Woo and Associates
Commissioner Joseph Douek
CEO of Viceroy Equities 

Eric Clement
Senior Vice President NYCEDC

Eric Requenez
Partner, Stroock

Matthew Rappaport
Partner, Falcon Rappaport & Berkman PLLC

What’s an 
Opportunity Zone?
Read the latest news on how this program will change real estate as we know it.

A year ago, nobody knew what an opportunity zone was. Now, it could be the biggest thing to hit real estate development ‘maybe ever.’  Read More >
Steve Baird runs a Chicago real estate firm that is in its fifth generation. It’s a big operation that  Read More >
Holiday Party
End the night with a lavish holiday party and some serious networking. It’s your chance to unwind with great food, an open bar, and mingle with industry leaders. Millions of dollars of deals have originated through relationships formed at our past events, and this event will be our best yet.
 - Network with key industry leaders
 - Lavish buffet reception
-  Open cocktail bar all evening 
-  Create meaningful and lasting relationships 
 - Event decor presented by Birch Design Group
THIS THURSDAY 11.29.2018
"Opportunity Zones has the potential to be the biggest economic incentive in US history"
Steve Glickman, Founder EIG Group
Event Contributors