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Webinars

Opportunity Zone Webinars On Demand

What's Going On with Opportunity Zones? Featuring Reid Thomas of NES Financial, a JTC Company

Reid Thomas, Chief Revenue Officer and Managing Director of NES Financial, a JTC Company, shares his insights about current Opportunity Zone trends and why OZs are “the right initiative at the right time.”

Why Silicon Valley is Still a Smart Investment Featuring Tom Tognoli 

 

Urban Catalyst Founder Erik Hayden sat down with co-founder of Intero Real Estate and Partner at 1Flourish, Tom Tognoli, to discuss why Silicon Valley – and the Urban Catalyst Fund in particular – is a smart investment regardless of today’s uncertain economy.

What's Happening with 1031 Exchanges Featuring Ron Ricard


1031 exchange specialist 
Ron Ricard joined us for an Expert Series webinar to pull back the curtain on 1031 exchanges and how Opportunity Zone Funds share similarities and can provide a solution for failed 1031s.

Managing Market Volatility with Alternative Investments Featuring Howard Hill

Howard, who has more than 30 years of experience in the financial services industry, explains why diversifying your portfolio by investing in alternative assets – such as real estate and Opportunity Zone Funds – is a key strategy, and especially so during periods of unpredictable daily market swings. 

Opportunity Zone Tax Benefits featuring Nick Gibbons, CPA


Nick Gibbons, CPA, a director at Armanino LLP, one of the top 25 largest independent accounting and business consulting firms in the U.S. takes a deep dive into the key tax benefits and regulations for investing in a Qualified Opportunity Zone Fund (“QOZF”) in light of final federal amendments issued in December 2019.  

Why Diversification is Key for Tech Executives with Company Stock Featuring Garrett Perez

Is the midst of a pandemic and market upheaval a good time to change up your investment strategy – or should you hold tight? Garrett Perez, partner and co-founder at Pinnacle Peak Advisors LLC, shares his insights.