Summary: The audience for the expo will be business professionals, CPAs, real estate professionals, politicians, estate managers, municipalities, the investing public that have assets with unrealized capital gains attached, attorneys, SME’s looking to attract investment capital, developers and contractors looking for access to construction financing, companies considering relocating to an area where investment capital is being targeted to go. Getting accurate real-time information on changing tax laws is challenging, and government agencies have historically been able to communicate better externally with stakeholders when paired with private sector support, particularly when launching new initiatives that tend to be complex. Money managers and real estate professionals generally speaking look for networking opportunities that will position them as subject matter experts, to serve their clients and community better. This new law will attract an historic amount of leveraged capital into new areas. Professionals looking to invest financial resources need to be certain they are receiving accurate information directly from the most knowledgeable people in the industry. The formation of new fund management accounts for Opportunity Zone capital will be an innovative vehicle that will and to some degree already has drawn interest from around the country. One of the key missing elements thus far has been the authors of the legislation making themselves readily available to key interested stakeholders, the expo will allow for direct engagement with OpZone policy makers and regulators. Event Details: MORNING SESSION REGISTRATION 9:00AM-9:30AM SESSION I – Framing the OpZone Regulatory Mandates 9:30AM-11:30AM Overview and introduction to the session U.S. Treasury Department conceptual framework and positioning of federal government regulations; state/municipal oversight and participation Identifying State/Municipal Partners-- current themes and trends; prioritized community development “In The Zone” U.S. Congress (House/Senate)- Understanding the legislative rationale that created the OpZone initiative U.S. Conference of Mayors and National Governors Association. U.S. Department Government Agencies tasked with oversight of Opportunity zone legislation—“First set of Opzone regulations just released, what next” Q&A (wrap-up) First session LUNCH BREAK [Keynote Address)11:30PM – 12:30PM SESSION II – Investment Funds: Institutional Design, Development Goals, the Private Sector 12:30PM-2:30PM Establishing an OpZone investment fund—“Foundation Issues” Institutional design—“Getting the model right” Aligning fund objectives to Fed/State/Municipal development goals Private Sector Engagement- Working with Stakeholders (Developers; Bankers; PE investors; etc.) Q&A afternoon session Moderators/Speakers/Presenters: - National Governors Assocation - US Conference of Mayors -Herman Cain- Luncheon Keynote Speaker* -U.S. Senate Office- Hon. Corey Booker -U.S. Senate Office- Hon. Tim Scott -U.S. Treasury Office of Secretary Steve Mnuchin (confirmed not sure which Sr. policy advisor/s will attend to provide briefing) -Hon. Henry Childs- White House Policy Advisor and newly confirmed. National Dir at U.S. Dept. of Commerce- Minority Business Development Agency -Hon. David Byrd- Deputy Assistant Secretary, HUD -Empire State Development -The Dormitory Authority -Joe Haslip, Chairman- Nat. Assoc. of Investment Companies -Hasoni Pratts-VP Opportunity Zones, Empire State Development *** -Gerrard P. Bushell, Ph.D.-President & CEO, Dormitory Authority State of New York*** -Joe Haslip, Chairman- Nat. Assoc. of Inve -Morgan Stanley -Blackstone - Deloitte™ -KPMG Tax Services -National Faith Based Coalition fund -The Washington Times -Virtua Partners -Credit Builders Alliance -Venture Smarter/US Smart Regions *** Newly added participants.