NES Financial Fund Administration

A Free NES Financial Webinar

Thursday, September 20, 2018 – 11:00 AM PDT

How Can EB-5 Issuers Make the Most of the
Opportunity Zone Program?

Last year’s tax reform created massive incentives for holders of unrealized capital gains to put their money into so-called “Opportunity Zones” (OZs) — economically distressed census tracts across the US. This year, the nascent Opportunity Zone industry has been ramping up at breakneck pace:

  • 8,700 census tracts designated Opportunity Zones, list finalized in June 2018
  • Areas designated as opportunity zones make up 11% of the country
  • Total available market estimated around $6 trillion

In this free webinar, a panel of industry experts will explain the specifics of the Opportunity Zone program and will discuss how OZ investment may align with the funding needs of EB-5 development projects. Topics to be covered:

  • An introduction to Opportunity Zones
  • Requirements to set up an OZ Fund
  • Overlap of EB-5 Targeted Employment Areas and Opportunity Zones
  • Modifying EB-5 projects to welcome OZ investment
  • Emerging best practices in operation and administration of OZ Funds

Who should attend?

  • Regional center operators
  • Issuers and project managers
  • Immigration and securities attorneys
  • Economists and business consultants

Opportunity awaits. Fill out the form at right to reserve your space now.

Please complete the form to register today!


Reid Thomas
EVP & General Manager

NES Financial

Paul Marino

Sadis & Goldberg LLP

Richard Shamos

Sadis & Goldberg LLP

Catherine Holmes


Brad Ketch

Rockwood Community Development Corporation

Nicolo Pinoli

Novogradac & Company LLP

David Sillaman Jr.
President, Fund Director

Sikari Luxe