Coasis Coalition builds community and offers a range of services to firms and investors developing or interested in participating in Opportunity Zones – investors, fund sponsors, real estate developers, startups, traditional businesses, state and city governments, and other public institutions. The Coasis Coalition Opportunity Zones SuperConference, scheduled for April 3 – 4, 2019, brings all these entities together for a 2-day event in Plano, Texas one of the largest suburbs of Dallas.
Coasis Coalition
Opportunity Zone SuperConference
Join Us in Leveraging the Power of Opportunity Zone Investment
- April 3 – 4, 2019
- The Plano Event Center
- Dallas, Texas
About Coasis Coalition and the
Opportunity Zone SuperConference
| Tue | Wed | Thu |
| April 2 | April 3 | April 4 |
Preconference Activities
Conference
Listen to Gerry Reihsen’s interview to learn more about Coasis Coalition and the Opportunity Zone program.
Featured Keynote Speaker
Speakers
Levi H. Davis
Chief Executive Officer, Community Council of Greater Dallas
Benton C. Blaine
Vice President, Infrastructure and Economic Development, McGuireWoods Consulting LLC
Chris Hamm
Founder & Chief Executive Officer, Consulting and Ancillary Services of Puerto Rico (CASPR)
Nicholas Bergfeld MD MPP
Fellow, Economic Growth & Community Development, Texas Tech Rawls College of Business
María de los Angeles Rivera
Tax Partner and International Business Center Director, Kevane Grant Thornton
Eric Haar
Vice President, Director of Government & Industry Relations, Federal Home Loan Bank of Dallas (FHLB Dallas)
Opportunity Zone Investment By the Numbers
$6.1 Trillion
Current Capital Gains
Available to Invest
$250 Billion
Estimated Investment
in Opportunity Zones
$18 Billion
Capital Sought by Newly
Created Qualified Opportunity
Funds
115
Newly Created Qualified
Opportunity Funds
13
Federal Agencies Collaborating through the White House Opportunity and Revitalization Council
Who Should Attend
Fund Sponsor
Are you a fund sponsor seeking Qualified Investors and simultaneously sourcing Outstanding Investment Opportunities for your Investors? Learn the latest in Opportunity Zone Fund regulation, structures and strategies and network with the investors and others who are the essential fuel for your businesses. Fund Sponsors who become Conference Sponsors may exhibit and reserve private rooms to present their programs.
Investor
Are you a qualified investor seeking Tax Advantages? Opportunity Zones fuel economic growth in Low Income Communities through investments that allow for tax deferral, reduction and elimination. Investors attending our Conference can explore the tax advantaged Impact Investing available with Qualified Opportunity Funds and meet with Fund Sponsors who can facilitate those investments.
Lender
Are you charged with deploying debt capital to Highly Qualified Borrowers? Attend our Conference to meet the movers and shakers who are investing equity in Opportunity Zones and required bridge loans and side-by-side debt investment. Lenders who become Conference Sponsors can exhibit their debt products to highly receptive commercial borrowers.
Real Estate Developer
Real Estate development is currently the leading investment strategy within Opportunity Zones. Whether office, multifamily, retail, hospitality, or office-industrial, Real Estate Developers are facilitating the delivery of capital and improved infrastructure in Opportunity Zones. At our Conference learn the latest trends in Opportunity Zone development and connect with fund sponsor clients.
Service Provider
Can you provide services to Opportunity Zone Participants? Brokers, Financial Advisors, Lawyers, Accountants, Auditors, Tax Advisers, Property Managers, Title Companies, Insurers, Fund Administrators, Transfer Agents, Escrow Agents, Investor Services Professionals, Due Diligence Professionals among others. There are almost too many professionals to acknowledge that will play important roles in the facilitation of Opportunity Zone investments. Become a Sponsor and exhibit at our Conference to meet your new clients.
Economic Development Organization
City, County, State, Federal Agencies, Non-Profits, Impact Organizations, and Foundations seek to improve the communities they serve. At our Conference advance your mastery of the new and evolving Opportunity Zone ecosystem to further optimize your ability to carry out your mission. While at our conference identify the necessary partners from all sectors who can augment your efforts in disadvantaged communities.
Venture Stage Company
Startups and Venture stage companies are a valuable source for Opportunity Zones Investment. The Opportunity Zone program promises to free venture capital to invest beyond the concentrations in the Silicon Valleys. At our Conference meet the venture investors who seek to deploy capital with the potential for unlimited tax-free upside.
Expanding Company
Existing companies can benefit from the Opportunity Zone ecosystem. Creative structures to expand into Opportunity Zones can improve access to capital for established companies. Any company seeking to expand must attend our Conference to explore how to optimize its growth and to meet others who can help pave the path.
Ready for the SuperConference?
9 reasons to attend
Coasis Coalition Opportunity Zone SuperConference
- Learn the history and substantial tax benefits of Opportunity Zone investing
- Gain skills to structure Opportunity Zone Investment Funds
- Discover methods to manage tax, legal and business issues
- Discover how to combine other incentives with Opportunity Zone Investments
- Investigate structures and strategies employed for Opportunity Zone Investments
- Learn how federal, state and local agencies are leveraging Opportunity Zone Investment
- Learn partnering techniques with NGOs and non-profits focused on Low Income Communities
- Meet Qualified Opportunity Fund sponsors, investors and service providers
- Network with leaders in the Opportunity Zone ecosystem
Opportunity Zones Fast Facts
Defer, reduce and eliminate tax
Broad discretion to invest in property or businesses
More than 8,700 zones in the US
Agenda
April 3, 2019
10:00 am – 1:00 pm
Registration
Exhibitor Setup
1:00 pm - 1:05 pm
Introduction of Harry LaRosiliere, Mayor, City of Plano
Speaker: Gerry Reihsen, Coasis Coalition Companies PB LLC
1:05 pm - 1:20 pm
Welcome Address
Speaker: Harry LaRosiliere, Mayor, City of Plano
1:25 pm - 1:40 pm
Keynote – The Promise of Opportunity Zone Real Estate Investing
Speaker: Brad Thomas, Forbes Real Estate Investor
1:40 pm - 1:55 pm
Keynote – The Promise of Opportunity Zone Venture and other
Non-Real Estate Investing
Speaker: Gerry Reihsen, Coasis Coalition Companies PB LLC
2:00 pm - 2:50 pm
Opportunity Zone Investment Foundations Panel
Panelists: Nicholas Bergfeld MD MPP, Texas Tech University – Rawls College of Business, Brent Parker, Novogradac & Company LLP, Steven R. Schneider, Baker McKenzie LLP
2:50 pm - 3:05 pm
Networking Break
3:05 pm - 3:40 pm
Structures and Funding of Qualified Opportunity Zone Funds
Panel
Panelists: Steven R. Schneider, Baker McKenzie LLP, Nicholas Cerasuolo, Deloitte Tax, LLP, Debbie A. Klis, Polsinelli PC, Christine Brynaert, Deloitte Tax LLP
3:45 pm - 4:35 pm
Opportunity Zone Investing in Puerto Rico
Speakers: Chris Hamm, Consulting & Ancillary Services of Puerto Rico, Giovanni Méndez, Global Economic Optimization, María de los Angeles Rivera, Kevane Grant Thornton
4:35 pm - 6:00 pm
Evening Reception
6:00 pm - 8:00 pm
Speaker & VIP Dinner
April 4, 2019
7:15 am - 8:30 am
Continental Breakfast
8:30 am - 8:40 am
Welcome Address & Introduction of Keynote Host
Speaker: Gerry Reihsen, Coasis Coalition Companies PB LLC
8:40 am - 8:50 am
Introduction of Keynote Speaker
Speaker: Jill Homan, Javelin 19 Investments, LLC
8:50 am - 9:20 am
Keynote Address – Insights into Treasury’s Opportunity Zone
Regulations, and the Future of the Opportunity Zone Incentives
and their Impact on Under-Invested Communities
Speaker: Daniel Kowalski, United States Department of the Treasury
9:20 am - 9:50 am
Q&A with Daniel Kowalski, United States Department of the Treasury
Moderated by: Jill Homan, Javelin 19 Investments, LLC
9:50 am - 10:00 am
Networking Break
10:00 am - 10:25 am
Combining Other Federal Incentives with Opportunity Zone
Incentives
Speakers: Sharon M. Welhouse, Ryan, LLC, Gordon Goldie, Plante Moran, PLLC, Christine Brynaert, Deloitte Tax LLP, Brent Parker, Novogradac & Company LLP
10:30 am - 10:55 am
Combining State Incentives with Opportunity Zone Incentives
Speakers: Benton C. Blaine, McGuireWoods Consulting, LLC, Donny Lucaj, Plante & Moran, PLLC, Stacy D. Wages, Ernst & Young
11:00 am - 11:50 am
Qualified Opportunity Funds and the Retail Capital Channel
Speakers: Anthony J. Chereso, Institute for Portfolio Alternatives, Kevin A, Shields, Griffin Capital Company, LLC, Sherri H. Cooke, AI Insight Inc., Brett S. Ellen, American Financial Network, Eric J. Kim, InvestReal
11:55 am - 12:55 pm
Lunch – Lunch Panel – Qualified Opportunity Fund Sponsors
Speak
Panelists: Brian P. Phillips, The Pearl Fund L.P., Kevin A. Shields, Griffin Capital Qualified Opportunity Zone Fund, L.P., Cory Older, River City Capital Partners, Jill Homan, Javelin 19 Investments, LLC, Chris Rawley, Harvest Returns, Inc., Michael D. Graham, Sebastian Partners, LLC
1:00 pm - 1:50 pm
Opportunity Zone Service Providers Panel
Panelists: Sam Viskovich, Reonomy, Bryan S. Mick, Mick Law P.C., Sherri H. Cooke, AI Insight Inc., Michael Dermer, The Lonely Entrepreneur, Stefan Schimenes, InvestReal
1:55 pm - 2:45 pm
Opportunity Zone Facilitators Panel – What are Local Governments,
NGOs, Foundations, Community Development Enterprises and Other
Support Groups Doing to Advance Opportunity Zone Investment
Panelists: Nicholas Bergfeld MD MPP, Texas Tech University – Rawls College of Business, Craig A. Nolte, Federal Reserve Bank of San Francisco, Levi H. Davis, Community Council of Greater Dallas, Eric Haar, Federal Home Loan Bank of Dallas, Peter Braster, City of Plano, Beth Van Duyne, U.S. Department of Housing and Urban Development - Region VI
2:45 pm - 3:00 pm
Networking Break
3:00 pm - 3:50 pm
Real Estate Qualified Opportunity Fund Panel
Panelists: Kevin Shtofman, Deloitte Consulting, Cory Older, River City Capital Partners, Jill Homan, Javelin 19 Investments, LLC, Kevin A. Shields, Griffin Capital Qualified Opportunity Zone Fund, L.P., Michael D. Graham, Sebastian Partners, LLC
3:55 pm - 4:20 pm
Venture Investing Qualified Opportunity Fund Panel
Panelists: Debbie A. Klis, Polsinelli PC, Michael C. Kressig, Novogradac & Company LLP, Brian P. Phillips, The Pearl Fund L.P., Jarick Poulson, Deloitte Tax LLP, Chris Rawley, Harvest Returns, Inc.
4:25 pm - 4:50 pm
The Opportunity Zone Business – Formation, Positioning and
Maintaining Compliant Operations
Speakers: Debbie A. Klis, Polsinelli PC, Michael C. Kressig, Novogradac & Company LLP, Brian P. Phillips, The Pearl Fund L.P.
4:50 pm - 5:00 pm
Closing Remarks
Speaker: Gerry Reihsen, Coasis Coalition Companies PB LLC
Our Sponsors and Exhibitors
Participating Companies
Interested in Being a Sponsor?
Included as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones were created to spur capital infusion into select predefined underserved communities through new tax incentives. As much as $6 trillion of investment is eligible access the benefits of Opportunity Zone investment. With anything near this level of economic activity people and businesses throughout the country will be engaged at very high levels. Sponsoring the Conference bolsters your positioning as top-of-mind for this vast pool of potential clients and partners who are interested in the Opportunity Zone ecosystem. In addition to several conference benefits to spur relationship building, Fund Sponsors may also elect to promote their investment vehicles to prospective clients and investors throughout the Conference via private room presentations.
Venue
Plano Event Center is located just 20 miles north of Dallas in one of the most vibrant communities in North Texas and is conveniently located near two major airports with 2200+ flights daily through Dallas Fort Worth International (DFW) and Dallas Love Field (DAL).
The venue is just a short drive from a variety of hotel options, the lively Downtown Plano Arts District, Oak Point Park Nature Preserve with Go Ape treetop adventure, and plenty of shopping and unique dining experiences.
Accommodations
Hyatt Regency North
1.7km from The Plano Event Center
415 Premier Drive, Plano, Texas 75023 USA
+1 972-423-9944
Renaissance Dallas Richardson Hotel
5.9km from The Plano Event Center
900 E. Lookout Drive, Richardson, Texas 75082 USA
+1 972-367-2000
Fairfield Inn & Suites Dallas Plano North
1.9km from The Plano Event Center
3415 Premier Drive, Plano, Texas 75023 USA
+1 972-423-9944
Residence Inn Dallas Plano/Richardson
5.5km from The Plano Event Center
1705 East President George Bush Highway, Plano, Texas 75074 USA
+1 972-424-9101
Aloft Richardson
5.9km from The Plano Event Center
1160 State Street, Richardson, Texas 75082 USA
+1 972-234-4007
Hilton Garden Inn Dallas/Allen
3.5km from The Plano Event Center
705 Central Expressway South, Allen, Texas, 75013, USA
+1 214-547-1700
