Location

Flinn Block Hall
222 West 1st Avenue
Albany, Oregon 97321
Directions
Event Details
Wed, June 12, 2019 - 9:00 AM to 2:00 PM
Flinn Block Hall - Albany, Oregon
All Ages

About this event

Oregon’s Biggest Opportunity Zone Investor Conference Comes to Mid-Valley!

Over 300 million dollars have already been invested in Oregon's Opportunity Zones.  Are you ready to take advantage of this transformation in investing?

This event is an extension of the OZ Investing events that the Community Development Corporation of Oregon has hosted in Bend, Canby and Portland.  As a participant in this conference, you will go away with an understanding of

  • 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

Invited speakers include (subject to change)

  • Scott Gillis, Oregon Community Capital Inc - how a qualified opporunity fund works
  • Marc Manley, Wilamette Valley Capital - my Opportunity Zone investment
  • Stephen Brooks, esq., - statewide investment and collaboration
  • Coni Rathbone, DunnCarney LLP - attorney explains how it works
  • Brad Ketch, Community Development Corporation of Oregon - keeping the social benefit in mind
  • Vanessa Strugeion, CEO, TMT Development - our hotel OZ investment in Salem
  • Jonathan McGuire, Aldrich Advisors - CPA explains how it works
  • Eugene Wallace, Family Business Advisors - OZ is not just for real estate:  how to invest in businesses
  • Carl Talton, United Fund Advisors - lessons learned from communiy investing in the past
Seminar fee of $79 includes:
  • All sessions
  • Breakfast buffet 
  • Printed/electronic conference materials, and a
  • directory listing (optional) in conference follow-up materials

 

Sponsors

Premier

Oregon Community Capital Inc

Partner

Wilamette Valley Capital

Associate

Family Business Advisors

Schedule

7:30 Doors Open

8:00 - 8:30  Registration and full buffet breakfast

9:00 - 10:45 Topics:  OZ 101; the view from Salem; Developer roundtable; Question & Response

10:45 - 11:05  Networking break

11:00 - 1:00pm  Topics: Accouting and legal issues, Fund roundtable; Question & Response

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