Opportunity Zone basics to nuance. Leading Opportunity Zone professionals. Qualified Opportunity Zone fund, project, venture and economic development presentations. The most impactful tax program of our lifetimes!

Hear Our CEO

Gerry Reihsen,talks Opportunity Zone values

SuperConference Speakers

Daniel Kowalski

Counselor to the Secretary U.S. Department of the Treasury

Gerry Reihsen

Founder & Chief Executive Officer, Coasis Coalition

Beth Van Duyne

Regional Administrator, U.S. Department of Housing and Urban Development - Region VI

Harry LaRosiliere

Mayor, City of Plano, Texas

Jill Homan

President, Javelin 19 Investments, LLC

Levi H. Davis

Chief Executive Officer, Community Council of Greater Dallas

Craig A. Nolte

Regional Manager for Community Development, Federal Reserve Bank of San Francisco

Brad Thomas

Editor in Chief, Forbes Real Estate Investor

María de los Angeles Rivera

Tax Partner and International Business Center Director, Kevane Grant Thornton

Steven R. Schneider

Partner, Baker & McKenzie LLP

Anthony J. Chereso

President & Chief Executive Officer, Institute for Portfolio Alternatives

Michael Dermer

Founder& Chief Executive Officer, The Lonely Entrepreneur and The Dermer Group

Nicholas (Nick) Cerasuolo

Senior Manager - Corporate Tax, Deloitte Tax, LLP

Kevin Shtofman

Global Technology Strategy – Real Estate, Deloitte Consulting

Sharon M. Welhouse

Principal, Credits and Incentives, Ryan, LLC

Brian P. Phillips

General Partner, The Pearl Fund L.P. (An Opportunity Zone Venture Fund)

Giovanni Méndez Esq.

Managing Member, Global Economic Optimization

Bryan S. Mick

President, Mick Law P.C.

Debbie A. Klis

Shareholder, Polsinelli PC

Brent Parker

Principal, Novogradac & Company LLP

Kevin A Shields

Founder, Chairman and Chief Executive Officer, Griffin Capital Company, LLC

Christine Brynaert

Senior Tax Manager, Deloitte Tax LLP

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

Fellow, Economic Growth & Community Development, Texas Tech Rawls College of Business

Stacy D. Wages

Senior Manager, Indirect Tax Services - Business Incentives & Credits, Ernst & Young LLP

Sam Viskovich

Vice President of Marketing, Reonomy

Chris Rawley

Founder & Chief Executive Officer, Harvest Returns, Inc.

Jarick Poulson

Tax Senior Manager, Deloitte Tax LLP

Sherri H Cooke

Chief Executive Officer & President, AI Insight Inc.

Gordon Goldie

https://www.linkedin.com/in/gordon-goldie-6200647

Eric Haar

Vice President, Director of Government & Industry Relations, Federal Home Loan Bank of Dallas (FHLB Dallas)

Cory Older

Co-Founder & President, River City Capital Partners

Peter Braster

Director of Special Projects, City of Plano

Brett S. Ellen

Founder & Chief Executive Officer, American Financial Network

Michael C. Kressig

Partner, Novogradac & Company LLP

Michael D. Graham

Managing Member, Sebastian Partners, LLC

Donny Lucaj

Opportunity Zone, R&D Credit, and QBID Consultant, Plante Moran

Stefan Schimenes

Chief Executive Officer, InvestReal

Eric J. Kim

Chief Operating Officer, InvestReal

Why attend

Attend to Present to Investors your Opportunity Zone Fund, Project, Business, or Economic Development Agency, including at our Shark Tank Competition

  • 1Learn the history and substantial tax benefits of Opportunity Zone investing
  • 2Gain skills to structure Opportunity Zone Investment Funds
  • 3Discover methods to manage tax, legal and business issues
  • 4Discover how to combine other incentives with Opportunity Zone Investments
  • 5Investigate structures and strategies employed for Opportunity Zone Investments
  • 6Learn how federal, state and local agencies are leveraging Opportunity Zone Investment
  • 7Learn partnering techniques with NGOs and non-profits focused on Low Income Communities
  • 8Meet Qualified Opportunity Fund sponsors, investors and service providers
  • 9Network with leaders in the Opportunity Zone ecosystem

Watch Gerry Reihsen’s live interview with CEOMoney’s Michael Yorba!

Learn About Opportunity Zone Flexibility

Economic Development & Non Profit Organizations in Opportunity Zones

Partnering for Positive Change in Opportunity Zones

Who Benefits from the Opportunity Zone Program

Watch Gerry Reihsen’s live interview with CEOMoney’s

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Testimonials

I liked the quality of the speakers and the information provided. I thought everything was done very well. I met a lot of interesting people and made some good connections.

Cristen Elferdink Associate Vice President, CTC Frame & Finish Carpentry

I liked that your Subject Matter Experts were mostly Key Influencers.

David Noble Director of Community Economic Development, Midland States Bank

Your guests were clearly experts in their fields. Great job.

Josh Clayton Attorney/Owner, The Clayton Firm, LLC

Overall great event! I plan on attending future events.

Austin Fisher Managing Partner, Blackshear Holdings, LLC

Great speakers, great attendees. Thought Gerry did a phenomenal job. Great speakers, great venue. The dinner after the first night was the best convention food ever had. Was really good.
Really enjoyed the event. Great Job Gerry. This was really awesome. Keep it going

Cory Older President, River City Capital Partners

Really enjoyed the variety of perspectives from developers, fund managers, and service providers, and the opportunity for networking. Thanks for hosting a great event!

Scott McIntosh Founding Partner, Opportunity Zone Consulting Group

Good info, lots of ability to get questions answered from pros. I thought it was good. Thanks!

Tim Sherbenou President, Sherbenou Enterprises

Speakers were knowledgeable in the space.

Drew Shields Analyst, Hillwood Investment Properties, L.P.

Speakers from the consulting firms seemed very experienced. Really enjoyed the speakers, the variety of their backgrounds and the high-level overviews yet details too

Jesus C. Rios III Executive Director & General Counsel, Lone Star Emerging Business Fund LLC

Good size, great speakers, Gerry did great as moderator. Great job!

Chris Hamm CPA Founder & Chief Executive Officer, Consulting and Ancillary Services of Puerto Rico (CASPR)

I want to congratulate you on putting on a great event. The subject matter experts were impressive and cordial, the space was appropriate for the event, and it was for the most part “right sized” in a way that facilitated networking. Cheers!

Doyle Horn Director and Securities Attorney, UBS

Plenty of helpful information, excellent speakers who were knowledgeable.

Jose Villarreal Consultant, Focus on community-based organizations and private investors who partner with community organizations.

I liked the variety of panelists – government, developers, technology providers.

Milton Young Director - Infrastructure, Development and Resiliency, Sultan Global Group

Content was great. The event exceeded my expectations.

James Mathisrud Principal, Central Valley Ag Partners, LLC

You heard if here first. (Referring to the many revelations by Daniel Kowalski at the conference.)

Michael D. Graham Founder & Managing Partner, Sebastian Partners, LLC

Great conference, thanks for putting it all together.

Chris Rawley Founder & Chief Executive Officer, Harvest Returns, Inc.

I liked meeting with active players in the industry. Thanks for putting the Coasis conference together, it was a great gathering and also a good panel of knowledge base professionals. I gained a lot, will appreciate connecting on this platform for a value-add relationship.

Ola Ibiwoye Chief Operating Officer, Company Estateserve Inv. LLC

Because I have been working on the structuring and tax sides of the Opportunity Zone, speaking about OZ, and working on projects in Texas, Oklahoma, Michigan and California, I thought I would be quite happy with learning a few small tips at the conference.  That didn’t happen.  I learned a lot!
Great presenters.  A lot of knowledge shared.  Met some good contacts.
Definitely worth the money.

Vance K. Maultsby CPA, Shareholder, Huselton, Morgan, and Maultsby P.C.

The quality of speakers was very impressive and informative. Most OPZ events are very speculative but these people had actual experience already in dealing with a brand-new topic which is invaluable.
Most informative event I’ve attended on OPZ’s, great job!

Jack Gail Associate, Younger Partners LLC

I most liked the quality of the speakers and attendees. The networking breaks gave me the opportunity to make valuable connections. Looking forward to the next one!

Jimmy Atkinson Founder, OpportuntyDb

All highly engaged attendees around outstanding curated topics. I accidentally stumbled on this from Opportunity Zone Podcast, and it’s been the best conference I’ve attended. Lucky.

Otto Kumbar Principal, YelloSub Ventures LLC

Speakers were well-rounded in experience and style; the audience consisted of my professionals that were connected to OZ activity, either directly, or as service providers.
Good job! Will be at the next one!

Michael Walker Managing Partner, Pilot And Legacy Opportunity Fund, LLC

I liked getting an understanding of who can get in the game, the programs that can be developed, acknowledgement of the need to protect the community from gentrification, and hearing the IRS prospective. I enjoyed it.

Robin Harrison Director, Center for Restoration Education Economic Development (CREED)

Really enjoyed the variety of perspectives from developers, fund managers, and service providers, and the opportunity for networking. Thanks for hosting a great event!

Scott McIntosh Founding Partner, Opportunity Zone Consulting Group

Sponsors

Join us as a Sponsor of the Coasis Coalition Opportunity Zone SuperConference

Become a Sponsor

WHERE AND WHEN

The SuperConference’s venue is the Monterey Conference Center located in Monterey, California, a vacation destination and a Condé Nast 2019 Readers’ Choice Top Ten Cities in the U.S. While there see Carmel by the Sea, and Pebble Beach and the Pebble Beach Golf Clubs. The area has amazing attractions, many within a very short walk from the conference center and all within a short drive, like the Monterey Bay Aquarium. The conference center is on the beautiful Monterey Bay, with a Fisherman’s Wharf (right next to the conference center), on the Pacific Ocean and near one of California’s top winery valleys and the Carmel Wineries.

The second day of the SuperConference is Friday, February 14, Valentine’s Day, and our conference dates are the Thursday and Friday before the three-day Presidents Day weekend. We encourage all our conference participants to attend the event with sweethearts and family and stay the weekend. Keep up with all the exciting things happening in and around Monterey at the See Monterey blog.

July 20-21, 2020
Monterey, California
Monterey Conference Center

ACCOMMODATIONS

A limited number of guest rooms at the Monterey Marriott are available through January 14, 2020 for attendees of the SuperConference for dates from February 11 through 16, 2020 at a very discounted rate of $219 per night. Book your accommodations at https://bit.ly/2LKOyaK or call Marriott Hotel Reservations at 1-877-901-6632 and mention the “Coasis
Coalition Opportunity Zone SuperConference
.”

American Airlines offers our attendees a 7% discount on flights to the SuperConference! To access your American Airlines flight discount make your reservations through your travel agent at www.aa.com using Promo Code 3620BZ. Insert your Promo Code on the aa.com website page where passenger information is completed. Quantities are limited (currently to 200) and discount is subject to American Airlines applicable terms and conditions, including these.

Also, contact Avis 1-800-331-1600 (refer to AWD# B136001) or Budget at 1-800-842-5628 refer to (BCD# U001650) to reserve a rental car at a discounted rate. Or log on to www.avis.com/aagroups or www.budget.com/aagroups.

Monterey Marriott

350 Calle Principal
Monterey, CA 93940

Agenda

SUNDAY
JULY 19, 2020
Day 1

Noon to 5:00 pm

Registration

Exhibitor Set Up

Introduction to the Opportunity Zone Incentive Program and Coasis Coalition Cooperative Communities Meetings (One Hour Meetings)

Noon to 5:00 pm

Separate Registration Required:

Wine & Lunch Sail

or

Winery Wine Tasting Trek

MONDAY
JULY 20, 2020
Day 1

8:00 am to 8:50 am

Breakfast – Plenary Session – Keynote Address – How Far We’ve Come – 2018, 2019 and First Half of 2020 Overview

9:00 am to 9:50 am

Plenary Session – Government Leaders Panel: Enticing and Partnering with Private Capital to Enhance to Achieve Community Goals

9:55 am to 10:45 am

Plenary Session – Interplay of Uses of Opportunity Zone and 1031 Strategies: Combined Uses, Contrasting Fund Formation, Accessing Equity and Debt Capital and Market Nuance

10:45 am to 11:00 pm

Networking Break

11:00 pm to 11:50 pm

Plenary Session – Building the Capital Stack: Bringing Other Capital to the Opportunity Zone – Other Tax Credits and Incentives, Grants, Debt, Social Impact Support

11:50 to 1:00 pm

Lunch – Plenary Session – Managing the Opportunity Zone Incentive for Personal Uses – Family Office Structures, Estate Planning, Personal Tax Planning and Personal Investing

1:00 pm to 2:30 pm

Shark Tank & Break Out Sessions

Breakout Room A – Investment Funds Shark Tank

Breakout Room B – Opportunity Zone Business Workshops

Breakout Room C – Economic Development Professionals Workshops

(Each Shark Tank presentation judged by a panel of Sponsors and by the audience – pitch sessions will be 15 minutes – 10 minute presentation followed by 5 minutes of panel questions)

(Each Workshop Session 20 to 40 minutes in length)

2:30 pm to 2:45

Networking Break

2:45 pm to 4:15 pm

Shark Tank & Break Out Sessions

Breakout Room A – Economic Development & Social Impact Program Shark Tank

Breakout Room B – Non-Real Estate Funds Workshops

Breakout Room C – Family Office Structures and Estate Planning Workshops

(Each Shark Tank presentation judged by a panel of Sponsors and by the audience – pitch sessions will be 15 minutes – 10 minute presentation followed by 5 minutes of panel questions)

(Each Workshop Session 20 to 40 minutes in length)

4:15 pm to 4:30

Networking Break

4:30 pm to 5:20 am

Plenary Session – Marketplace Platforms and Market Optimizer Services

5:30 pm to 7:00 pm

VIP Dinner and 2019 Year in Review Recognitions

TUESDAY
JULY 21, 2020
Day 2

8:00 am to 8:50 am

Breakfast – Plenary Session – Keynote Address – Opportunity Zone and 1031 Marketplace Data and Overview

9:00 am to 10:30 am

Shark Tank & Break Out Sessions

Breakout Room A – Opportunity Zone Businesses Shark Tank

Breakout Room B – Personal Opportunity Zone and 1031 Investing Workshops

Breakout Room C – Compliance and Final Rules Implementation Workshops

Each Shark Tank presentation judged by a panel of Sponsors and by the audience – pitch sessions will be 15 minutes – 10 minute presentation followed by 5 minutes of panel questions)

(Each Workshop Session 20 to 40 minutes in length)

10:30 am to 10:45 am

Networking Break

10:45 am to 12:15 pm

Shark Tank & Break Out Sessions

Breakout Room A – Real Estate Project Shark Tank

Breakout Room B – Opportunity Zone Community Catalyst Workshops

Breakout Room C – Equity & Debt Capital Sourcing Workshops

(Each Shark Tank presentation judged by a panel of Sponsors and by the audience – pitch sessions will be 15 minutes – 10 minute presentation followed by 5 minutes of panel questions)

(Each Workshop Session 20 to 40 minutes in length)

12:15 pm to 1:30 pm

Lunch – Plenary Session – Pitch Awards Presentations

1:30 pm to 2:20 pm

Plenary Session – Defining and Measuring Social & Community Impact

2:30 pm to 3:20

Plenary Session – The Evolving Specialty of Opportunity Zone and 1031 Lending – From Balance Sheet Lending, Agency Lending, Securitized Loans, CRA Lending and Beyond

3:20 pm to 3:35

Networking Break

3:35 pm to 5:00 pm

Break Out/Roundtable Sessions Curated One-On-One and Small Group Investor – Investment Meetings & Due Diligence Meetings

5:00 pm

End of Conference

Schools

Cristo Rey high schools and the Opportunity Zone incentive program are part of a movement that is growing naturally in contravention of negative group oppositionalism and toward organically and naturally reconnecting communities that have grown apart. The Opportunity Zone program is designed to incent those in the investment community to take a close look at expanding their interests to communities that may not have been previously strongly considered. And in so doing is introducing those across the investment and the Opportunity Zone communities to each other in a productive and natural manner.

Just so, Cristo Rey high schools enmesh their cities’ low-income communities with their cities’ business and professional communities on an organic and long-term (four years of high school and beyond) basis to expand the horizons of all involved. The Cristo Rey high schools’ innovative Corporate Work Study Program not only provides essential revenue for the operation of the schools but, of immeasurable import, enables students from families of limited economic resources to fulfill their aspirations for a lifetime of success. Starting from one high school in Chicago Cristo Rey has grown to 37 high schools serving 13,000 students who, last year alone, earned $75 million towards their own private education costs working with more than 3,400 Corporate Partners. Nearly 100% of Cristo Rey seniors are accepted to college and their success continues onward through college where Cristo Rey students are three times more likely to complete a bachelor’s degree by age 24, compared to the total U.S. low-income population. Enjoy this 60 Minutes report on the first Cristo Rey high school.

Coasis Coalition is proud to contribute 5% of this conference’s admission to the Cristo Rey Network to support its efforts and the efforts of Cristo Rey schools throughout the country. Also, faculty and students from nearby Cristo Rey San José Jesuit High School will exhibit at our conference and sponsor a silent auction among all of our exhibitors during our Thursday evening VIP dinner to benefit that school. Please consider becoming a donor to The Cristo Rey Network, Cristo Rey San José Jesuit High School or your local Cristo Rey school. And consider being a Corporate Sponsor for your local Cristo Rey school; you’ll never see the world the same after you have.

Cristo Rey Network

Cristo Rey San José Jesuit High School

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