18901 E Burnside St
18901 East Burnside Street
Portland, Oregon 97233

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Event Details
April 19, 2019 9:00 AM
18901 E Burnside St - Portland, Oregon
All Ages
Event Description

Oregon’s Biggest

Opportunity Zone Investor Conference

Spring Convening!

Investor and developer interest continues to accelerate, as the benefits of Opportunity Zone investing become clearer.  Full event rooms in Portland, Bend and Canby have recently demonstrated that the investment action has moved to the Opportunity Zones.  Millions of dollars’ worth of deals have begun at these events, as developers, investors and the professionals who support them meet together.  Will you be in this action?

As a participant in this conference, you will go away with an understanding of

  • How the latest guidance from Treasury (expected in the first half of April) opens OZ investing for businesses as well as real estate
  • How you can defer or even eliminate capital gains taxes by investing your profits in opportunity zones.
  • What comprises an opportunity zone and why every astute investor with capital gains should be aware of it and considering it.
  • Why the first announced investments in Oregon have been in so much demand by investors.
  • How you can invest in emerging businesses or real estate opportunities through an opportunity zone investment.
  • How your opportunity zone investments can transform communities

Confirmed speakers are (subject to change)

  • Stephen Brooks, esq. – statewide collaboration for deals
  • Ken Cruse, Soul Community Planet Hotels – my project got financed with OZ capital
  • Dr. Tim Duy, Univ of Oregon – economic outlook for Oregon investing
  • Scott Gillis, Oregon Community Capital – OZ101
  • Lance Growth, OppZone Exchange - the differences between 1031 investing and OZ investing
  • Brad Ketch, Rockwood CDC – delivering benefit to under-invested communities
  • Arthur Momjian, esq., DuaneMorris – legal issues; latest guidance from Treasury
  • Kevin Pearson, Stoel Rives – legal issues; latest guidance from Treasury
  • Warren Sebra, Novogradac & Co – tax and accounting issues
  • Carl Talton, United Fund Advisors – lessons learned from Portland’s development history

Seminar fee of $149 includes:

  • all sessions
  • Small plates from the Sunrise Center Kitchen
  • Printed/electronic conference materials, and a
  • directory listing (optional) in conference follow-up materials




Oregon Community Capital Inc


Novogradac & Co


Community Development Partners


Family Business Advisers


Sponsorship opportunities are still available



8:30 Doors Open, registration

9:00 – 10:45  Topics:  OZ 101; economic forecast for Oregon; Developer roundtable; Question & Response

10:45 – 11:15  Networking break

11:15 – 1:00  Topics: Accounting and legal issues; Community benefit; Fund roundtable; Question & Response