OZ Webinar – Opportunity Awaits: Set Up Your OZ Fund Now2018-12-02T08:08:00+00:00

Thinking of starting an Opportunity Zone Fund?
Now is the time – and here’s why…

A Free NES Financial Webinar
To view recording of this webinar, please fill out form to the right.

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.

However, taxpayers can’t make these investments directly. They can make investments only in approved Opportunity Zone Funds. And, in order to realize the full tax benefit offered by the program, they must invest before the end of 2019.

What does this mean for you? If you want to start an OZ Fund, now is the time to do so!

In this free webinar, a panel of industry experts (including managers of established OZ Funds) will cover everything you need to start your first Opportunity Zone Fund. Topics to be covered:

  • The basics of the Opportunity Zone program
  • How to launch your first Opportunity Zone Fund
  • Real-world case studies of both business-focused and real estate-focused OZ Funds
  • Best practices in OZ (reporting requirements, fraud and abuse prevention, and more)

Who should attend?

  • Current and aspiring fund managers
  • Developers and entrepreneurs
  • Tax and securities attorneys
  • Economists and business consultants

Opportunity awaits. Fill out the form to the right to view the recording.

Webinar Recording

Fill Out Form for Recording


Reid Thomas
EVP & General Manager
NES Financial

Joseph Scalio

Ronald Fieldstone
Saul Ewing Arnstein & Lehr LLP

Rohit Kapuria
Saul Ewing Arnstein & Lehr LLP

S. Lawrence Davis
President, CEO
Shorewood Real Estate Group

Deborah Burns
investUS LLC