CREW East Bay Luncheon – Benefits and Challenges of Forming a Qualified Opportunity Fund

Date April 18, 2019
Location Bellevue Club
Time 11:30 AM - 1:30 PM
Online registration is now closed. Walk-ins Welcome!


CREW East Bay Luncheon –
Benefits and Challenges of Forming a Qualified Opportunity Fund

Tax reform legislation enacted last year created significant new tax benefits for investors in qualified opportunity funds (QOFs). The purpose of the law is to spur economic development and job creation in distressed communities. A QOF is an investment vehicle that invests in real estate or other businesses located in certain census tracts that have been designated as qualified opportunity zones (QOZs). Learn about the benefits of investing in a qualified opportunity fund and hear from real estate developers about the challenges of setting up a fund.


Speakers:


Amy Coombe
CFO
Branagh Development
Bio

Jose Luis Martinez
CFO
JMA Ventures
Bio

Moderator:
 

Jackie Matsumura
Tax Partner
BPM & CREW Board Director/Treasurer
Bio
 

11:30am - Registration & Networking
12Noon - Lunch & Program
 

Bellevue Club
525 Bellevue Avenue, Oakland, CA

Planned Meal: Chicken Piccata or Vegetarian: Gnocchi Butternut Squash
 

$55 Members
$75 Guests & Walk-ins


RSVP by 4.16.19

PARKING: Bellevue Club Parking Garage has 60 Parking Spaces Available.