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Webinar: Opportunity Zones & Equity Investing in Startups and Existing Businesses

Opportunity Zones & Equity Investing in Startups and Existing Businesses

10:30 AM – 12:00 PM EST, December 15, 2020

Register here

About the Event:

Come take a look at the Opportunity Zone program as a method of investing in businesses.

The Opportunity Zone program provides a tremendous opportunity to help under-served communities and offers a path for taxable investors to capture tax-advantaged returns.

Our goal is to prepare our entrepreneurship and equity investment communities with an understanding of how to leverage and benefit from the Opportunity Zone program and give examples for how it could work with the business investment model.

Learn about:

  • The Opportunity Zone Program in Connecticut
  • What are Qualified Opportunity Zone Businesses?
  • How Can Opportunity Zones be Utilized by Businesses & VCs?
  • Models for Investment and Partnership

Who should attend:

  • Equity Investors and their advisors
  • Entrepreneurs and their advisors
  • Economic Development Professionals

Agenda & Speakers:

Speakers include Brian Phillips, investor at The Pearl Fund Limited PartnershipDebbie Klis, partner at Rimon Law, and Alexandra Daum, Chief Investment Officer & Dep. Commissioner, Connecticut Department of Economic and Community Development.

— An Overview of the Opportunity Zone Program in Connecticut

Alexandra Daum, Deputy Commissioner, and Chief Investment Officer, DECD, State of Connecticut

  • Alexandra will outline key program structural elements and describe Connecticut’s standout incentives for the CT program.

— Legal and Tax Considerations

Debbie Klis, Partner, Rimon Law

  • Debbie will provide her perspective on options for fund structuring and key factors to consider for both investors and the businesses in which they invest.

— The Fund Perspective

Brian Philips, Managing Partner, The Pearl Fund

  • Brian will describe the Pearl Fund’s activity in the OZ space and its decision to seek equity investments in businesses located in Opportunity Zones. Case study, Micronic

— Discussion & Final Thoughts

Bring your questions!

Presented by:

The Department of Economic & Community Development, Opportunity Zones Program

State of Connecticut

www.ct.gov/ChooseCT/Opportunity-Zones

Register here


Debbie represents private investment funds and investment advisers in connection with fund structuring, advertising, private placement procedures, compliance policies and procedures, side letters, placement contracts, related agreements and issues. Debbie’s experience includes private equity funds, venture capital funds complex partnership reorganizations, domestic and offshore hedge funds, Opportunity Zone Funds, real estate investment funds and trusts, EB-5 funds, and large master-feeder structures.  Debbie has extensive experience with private securities offerings and financial products, including through crowdfunding, domestic and international joint ventures, global equity offerings, where she represents placement agents, issuers, broker-dealers, public and private companies, investment banks, financial institutions, private funds, and investment advisers. Read more about Debbie here. 

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