The Future of Opportunity Zone Funds

March 16, 2022  /  10:00-12:00 pm ET

New York City

Apply to Attend
lp-header-arrow

About The Event

Join us for an invitation-only interactive roundtable discussion with leading executives who are focused on Opportunity Zones investments.  iGlobal Forum brings you a one-stop shop for real estate investors looking to get to grips with the long-term investment potential, tax benefits and partnership opportunities created by the Opportunity Zones incentive. This must-attend meeting will provide a comprehensive background and expert analysis of the incentive program with recommendations, advice and details of opportunities for investors and real estate professionals. 

Network with

  • Regional stakeholders
  • Real estate developers
  • Accountants
  • Lawyers
  • Investors
  • Opportunity Zone communities

Sponsored by:mazars template logo

Mazars is a leading international audit, tax and advisory firm. Operating as a united partnership, we work as one integrated team, leveraging expertise, scale and cultural understanding to deliver exceptional and tailored services in audit and accounting, as well as tax, financial advisory, consulting and legal services.

AGENDA 

10:00am -12:00pm ET - ROUNDTABLE DISCUSSION

The Future of Opportunity Zone Funds

  • Impact of potential law changes
  • Investment in OZ funds versus alternatives (e.g., 1031 exchanges, UPREIT, etc.)
  • Cost of OZ capital – past, present, future
  • Current appetite for OZ funds as program has matured
  • Have funds been subscribed that require investment

Speaker

Wissel_Kyle_BIOHDS122020.png_profile

Kyle Wissel

Principal

Mazars

Kyle has more than 20 years of experience delivering advisory, tax planning, and consulting services to real estate companies, closely held businesses, and high-net-worth individuals. 

He assists real estate owners, operators, and developers in structuring acquisitions, advising them on existing business operations, and creating solutions to minimize tax liabilities. He also has an extensive background in individuals’ income, partnership, corporation, estate, gift, and fiduciary tax returns, including guidance on domestic and international income and transfer tax planning, and investment and financial planning strategies. 

Prior to joining Mazars in 1999, Kyle was a capital transaction strategy specialist and practiced personal financial and estate planning.  

Kyle graduated from the College of William and Mary with a Bachelor of Administration in Finance, and received a Juris Doctorate from Seton Hall University School of Law.

Speaker

ian ross

Ian Ross

Managing Principal & Founder

SomeraRoad

Ian is a Managing Principal and Founder of SomeraRoad and is responsible for the oversight and management of the platform across all business verticals. He is the chairman of the Executive Committee, and as chairman is responsible for SomeraRoad’s final investment decision-making and business plan development. Ian founded the platform in 2016 and has since built the firm into a diversified and vertically integrated commercial real estate investment and development platform. Previously, Ian was a Managing Director at Triangle Capital Group, a firm he helped develop shortly after its inception, where he oversaw the acquisitions and asset management divisions focusing on a variety of commercial real estate investment products. Ian also worked at Jefferies & Company in its Investment Banking Division where he focused on raising both debt and equity. He started his career on the CMBS Origination and Securitization desk at Morgan Stanley.

Ian holds an M.B.A. from the Wharton School of the University of Pennsylvania and graduated with honors from Emory University with a B.B.A. He is the Founder of The Asperger's Awareness Council, a 501(c)(3) organization that raises awareness and funding for high-functioning forms of Autism, and previously served on Manhattan’s Community Board Five. Ian resides in Brooklyn, NY with his wife and daughter.

Speaker

rxr

Michael McMahon
EVP, Portfolio Management & Director of Tax
RXR Realty

Michael McMahon is an Executive Vice President, Portfolio Management and Director of Tax for RXR. Mr. McMahon joined Reckson (predecessor to RXR) in June, 1997 as a Vice President, with the responsibility of starting and organizing the tax department function. During his tenure with the Company, Mr. McMahon has been involved in structuring numerous transactions in a tax-efficient manner.

With the formation in 2005 of RNY Property Trust (ASX: RNY), a publicly-traded Australian listed property trust, Mr. McMahon took on the additional role of Director of LPT Reporting, where he was responsible for monitoring and reporting on all aspects of the LPT’s operations. He has since expanded that role to serve as EVP, Portfolio Management for the Company’s suburban portfolios.

Prior to joining the Company, Mr. McMahon spent four and a half years in the tax department of Ernst & Young LLP’s Real Estate group, specializing in both REIT and partnership taxation matters.

Mr. McMahon is a New York State licensed CPA. He graduated from the College of Staten Island/CUNY with a BS in Accounting, and earned his MBA in Taxation from Bernard Baruch College/CUNY.

 

 

 

 

 

Apply to Attend

MAIN SPONSOR

mazars template logo

LOCATION

135 W 50th St, New York, NY 10020