About Coasis Coalition and the
Opportunity Zone SuperConference

Coasis Coalition builds community and offers a range of services to firms and investors developing or interested in participating in Opportunity Zones – investors, fund sponsors, real estate developers, startups, traditional businesses, state and city governments, and other public institutions. The Coasis Coalition Opportunity Zones SuperConference, scheduled for April 3 – 4, 2019, brings all these entities together for a 2-day event in Plano, Texas one of the largest suburbs of Dallas.

Tue Wed Thu
April 2 April 3 April 4

Preconference Activities

Conference

Listen to Gerry Reihsen’s interview to learn more about Coasis Coalition and the Opportunity Zone program.

Opportunity Zone Investment By the Numbers

$6.1 Trillion

Current Capital Gains
Available to Invest

$250 Billion

Estimated Investment
in Opportunity Zones

$18 Billion

Capital Sought by Newly
Created Qualified Opportunity
Funds

115

Newly Created Qualified
Opportunity Funds

13

Federal Agencies Collaborating through the White House Opportunity and Revitalization Council

Who Should Attend

Fund Sponsor

Are you a fund sponsor seeking Qualified Investors and simultaneously sourcing Outstanding Investment Opportunities for your Investors? Learn the latest in Opportunity Zone Fund regulation, structures and strategies and network with the investors and others who are the essential fuel for your businesses. Fund Sponsors who become Conference Sponsors may exhibit and reserve private rooms to present their programs.

Investor

Are you a qualified investor seeking Tax Advantages? Opportunity Zones fuel economic growth in Low Income Communities through investments that allow for tax deferral, reduction and elimination. Investors attending our Conference can explore the tax advantaged Impact Investing available with Qualified Opportunity Funds and meet with Fund Sponsors who can facilitate those investments.

Lender

Are you charged with deploying debt capital to Highly Qualified Borrowers? Attend our Conference to meet the movers and shakers who are investing equity in Opportunity Zones and required bridge loans and side-by-side debt investment. Lenders who become Conference Sponsors can exhibit their debt products to highly receptive commercial borrowers.

Real Estate Developer

Real Estate development is currently the leading investment strategy within Opportunity Zones. Whether office, multifamily, retail, hospitality, or office-industrial, Real Estate Developers are facilitating the delivery of capital and improved infrastructure in Opportunity Zones. At our Conference learn the latest trends in Opportunity Zone development and connect with fund sponsor clients.

Service Provider

Can you provide services to Opportunity Zone Participants? Brokers, Financial Advisors, Lawyers, Accountants, Auditors, Tax Advisers, Property Managers, Title Companies, Insurers, Fund Administrators, Transfer Agents, Escrow Agents, Investor Services Professionals, Due Diligence Professionals among others. There are almost too many professionals to acknowledge that will play important roles in the facilitation of Opportunity Zone investments. Become a Sponsor and exhibit at our Conference to meet your new clients.

Economic Development Organization

City, County, State, Federal Agencies, Non-Profits, Impact Organizations, and Foundations seek to improve the communities they serve. At our Conference advance your mastery of the new and evolving Opportunity Zone ecosystem to further optimize your ability to carry out your mission. While at our conference identify the necessary partners from all sectors who can augment your efforts in disadvantaged communities.

Venture Stage Company

Startups and Venture stage companies are a valuable source for Opportunity Zones Investment. The Opportunity Zone program promises to free venture capital to invest beyond the concentrations in the Silicon Valleys. At our Conference meet the venture investors who seek to deploy capital with the potential for unlimited tax-free upside.

Expanding Company

Existing companies can benefit from the Opportunity Zone ecosystem. Creative structures to expand into Opportunity Zones can improve access to capital for established companies. Any company seeking to expand must attend our Conference to explore how to optimize its growth and to meet others who can help pave the path.

Ready for the SuperConference?

Get Your Tickets

9 reasons to attend
Coasis Coalition Opportunity Zone SuperConference

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

Speakers

Gerry Reihsen

Founder & Chief Executive Officer, Coasis Coalition

Harry LaRosiliere

Mayor, City of Plano, Texas

Kenneth Goodgames

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

Steven R. Schneider

Partner, Baker & McKenzie LLP

Anthony J. (Tony) Chereso

President & Chief Executive Officer, Institute for Portfolio Alternatives

Jill Homan

President, Javelin 19 Investments, LLC

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

Keith Thode

Chief Executive Officer, AdvanceNet Labs and AdvanceNet Technology Services

Brian P. Phillips

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

Giovanni Méndez

Managing Member, Global Economic Optimization

Bryan S. Mick

President, Mick Law P.C.

Thomas Boman

Partner, Novogradac & Company LLP

Kevin Wilson

Partner, Novogradac & Company LLP

Kevin A. Shields

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

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)

Opportunity Zones Fast Facts

Defer, reduce and eliminate tax

Broad discretion to invest in property or businesses

More than 8,700 zones in the US

Register

Agenda

April 2, 2019

8 a.m. – 6 p.m.

Registration

8 a.m. – 4 p.m.

Exhibitor Set Up – Windhaven Room

6 p.m. – 8:30 p.m.

VIP Party (Sponsors, Exhibitors, and VIP Attendees) – Windhaven Room and Courtyard

April 3, 2019

8 a.m. – Noon

Registration

Exhibitor Room Networking – Coffee and Pastries – Windhaven Room

Small Room Sponsor Presentations – Northbrook Rooms and Other Meeting Rooms by East Entrance

Noon - 1 p.m.

Lunch

1 p.m. - 1:20 p.m.

Welcome Address – Collinwood 1 Room

Speaker: Harry LaRosiliere, Mayor, City of Plano

1:25 p.m. - 2:15 p.m.

Keynote Address – The Advent and Promise of Opportunity Zone Investing – Collinwood 1 Room

2:20 pm to 3:10 pm

Opportunity Zone Investment Foundations – Statute, Regulations, Revenue Rulings – Federal and State – Collinwood 1 Room

3:10 pm to 3:25 pm

Break

3:30 pm to 4:20 pm

Structures and Funding of Qualified Opportunity Zone Funds – Collinwood 1 Room

4:25 pm to 5:15 pm

Structures and Funding of Opportunity Zone Businesses – Collinwood 1 Room

5:15 pm to 7:00 pm

Evening Reception – Windhaven Room and Courtyard

Small Room Sponsor Presentations – Northbrook Rooms and Other Meeting Rooms by East Entrance

April 4, 2019

7:30 to 9:00 pm

Continental Breakfast – Windhaven Room

9:00 am to 9:15 am

Welcome Address – Collinwood 1 Room

Speaker: Gerry Reihsen, CEO of Coasis Coalition

9:20 am to 10:00 am

The Weather in Washington – Collinwood 1 Room

10:05 am to 10:20 am

Break

10:20 am to 11:10 am

Opportunity Zone Facilitators – What are Local Governments, NGAs, Foundations, Community
Development Enterprises and Other Support Groups Doing to Advance Opportunity Zone Investment –
Collinwood 1 Room

11:15 am to 12:10 pm

Mixing and Matching Other Incentives with Opportunity Zone Investment – Collinwood 1 Room

12:15 am to 1:05 pm

Lunch Panel – Qualified Opportunity Fund Sponsors Speak – Collinwood 1 Room

1:10 pm to 2:00 pm

Who are the Investors in QOFs and How are They Deciding to Invest – Collinwood 1 Room

2:05 pm to 2:55 pm

Venture Investing QOFs – Collinwood 1 Room

3:00 pm to 3:50 pm

Real Estate QOFs – Collinwood 1 Room

3:50 pm to 4:00 pm

Closing Remarks – Collinwood 1 Room

Speaker: Gerry Reihsen, CEO of Coasis Coalition

Our Sponsors

Interested in Being a Sponsor?

Included as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones were created to spur capital infusion into select predefined underserved communities through new tax incentives. As much as $6 trillion of investment is eligible access the benefits of Opportunity Zone investment. With anything near this level of economic activity people and businesses throughout the country will be engaged at very high levels. Sponsoring the Conference bolsters your positioning as top-of-mind for this vast pool of potential clients and partners who are interested in the Opportunity Zone ecosystem. In addition to several conference benefits to spur relationship building, Fund Sponsors may also elect to promote their investment vehicles to prospective clients and investors throughout the Conference via private room presentations.

View Sponsorship Prospectus

Venue

The Plano Event Center

2000 East Spring Creek Parkway.
Plano, Texas 75074

Visit Site

Plano Event Center is located just 20 miles north of Dallas in one of the most vibrant communities in North Texas and is conveniently located near two major airports with 2200+ flights daily through Dallas Fort Worth International (DFW) and Dallas Love Field (DAL).

The venue is just a short drive from a variety of hotel options, the lively Downtown Plano Arts District, Oak Point Park Nature Preserve with Go Ape treetop adventure, and plenty of shopping and unique dining experiences.

Accommodation

Hyatt Regency North

4.0

1.7km from The Plano Event Center

415 Premier Drive, Plano, Texas 75023 USA
+1 972-423-9944

Renaissance Dallas Richardson Hotel

4.3

5.9km from The Plano Event Center

900 E. Lookout Drive, Richardson, Texas 75082 USA
+1 972-367-2000

Fairfield Inn & Suites Dallas Plano North

4.8

1.9km from The Plano Event Center

3415 Premier Drive, Plano, Texas 75023 USA
+1 972-423-9944

Residence Inn Dallas Plano/Richardson

4.7

5.5km from The Plano Event Center

1705 East President George Bush Highway, Plano, Texas 75074 USA
+1 972-424-9101

Aloft Richardson

4.7

5.9km from The Plano Event Center

1160 State Street, Richardson, Texas 75082 USA
+1 972-234-4007

Hilton Garden Inn Dallas/Allen

4.0

3.5km from The Plano Event Center

705 Central Expressway South, Allen, Texas, 75013, USA
+1 214-547-1700