Now On Demand • 3 CE Credits
Opportunity Zones 2.0 iSummit
• 3 CE Credits
Join us for the Opportunity Zones 2.0 iSummit designed exclusively for financial advisors. This online event will provide expert insights from thought leaders across the country about risks and benefits of Opportunity Zone (OZ) investing. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.
Topics to be covered:
- Opportunity Zones 2.0: What’s Changed & Why It Matters
- Opportunity Zones vs. 1031 Exchanges
- Rural Opportunity Zones: New Incentives & Emerging Opportunities
- Student Housing Funds
- The New Federal Legislation & Enhanced Tax Incentives
- Estate Planning & Multi-Generational Wealth Transfer with OZs
- Multi-Family Housing Funds
- Commercial OZ Opportunities
- Senior Housing Funds
Speakers
Steve Glickman is one of the nation's foremost authorities on the Opportunity Zones (OZ) program — a tax incentive he helped conceive, draft, and champion into federal law as Co-Founder and CEO of the Economic Innovation Group between 2013-2018. Widely known as the "Godfather of Opportunity Zones," Steve is now the founder of Develop Advisors, the first independent advisory firm dedicated exclusively to Opportunity Zone Funds, and he has spent nearly 15 years shaping how public and private capital can be directed into America's most underinvested communities, and advising the fund managers and developers putting the program to work.
Steve also serves on the Board of Arctaris Impact Investors, a national Opportunity Zones investment firm, and has previously advised some of the largest Opportunity Zones fund managers in the country, including CIM Group, EJF Capital, Revolution, and Somera Road, and he was previously Entrepreneur-in-Residence at CohnReznick, a top-tier, national accounting and consulting firm. Steve was a longtime Adjunct Assistant Professor at Georgetown University, and he is the co-author of The Guide to Making Opportunity Zones Work, the definitive practitioner reference on OZ fund structuring and execution.
He is also Co-Founder of Statt, a venture-backed AI SaaS platform for public policy, regulatory, government relations, and public affairs professionals.
Earlier in his career, Steve received multiple presidential appointments in the Obama Administration, including Director of International Economics for the National Security Council and National Economic Council in the White House, Chief of Staff for the U.S. and Foreign Commercial Service at the U.S. Department of Commerce, and Deputy Associate Counsel to the President. Before entering public service, he practiced law as an investigative attorney — including as Majority Counsel to the U.S. House Oversight and Government Reform Committee, where he led congressional hearings on the wars in Iraq and Afghanistan and on the use of performance-enhancing drugs in Major League Baseball; as an Honors Program Attorney in the Justice Department's Criminal Division and Special Assistant U.S. Attorney in the District of Columbia; and as an associate at O'Melveny & Myers.
Steve received his B.A. and M.A., magna cum laude, from Georgetown University, his J.D. from Columbia Law School, and his LL.M. in public international law, with highest honors, from the London School of Economics. His work has been featured in leading national outlets including The Wall Street Journal, The New York Times, Bloomberg, Financial Times, Forbes, Fortune, The Washington Post, Politico, and NPR, and he is a sought-after speaker at industry gatherings on Opportunity Zones, economic development, and public policy.
Steve Glickman is one of the nation's foremost authorities on the Opportunity Zones (OZ) program — a tax incentive he helped conceive, draft, and champion into federal law as Co-Founder and CEO of the Economic Innovation Group between 2013-2018. Widely known as the "Godfather of Opportunity Zones," Steve is now the founder of Develop Advisors, the first independent advisory firm dedicated exclusively to Opportunity Zone Funds, and he has spent nearly 15 years shaping how public and private capital can be directed into America's most underinvested communities, and advising the fund managers and developers putting the program to work.
Steve also serves on the Board of Arctaris Impact Investors, a national Opportunity Zones investment firm, and has previously advised some of the largest Opportunity Zones fund managers in the country, including CIM Group, EJF Capital, Revolution, and Somera Road, and he was previously Entrepreneur-in-Residence at CohnReznick, a top-tier, national accounting and consulting firm. Steve was a longtime Adjunct Assistant Professor at Georgetown University, and he is the co-author of The Guide to Making Opportunity Zones Work, the definitive practitioner reference on OZ fund structuring and execution.
He is also Co-Founder of Statt, a venture-backed AI SaaS platform for public policy, regulatory, government relations, and public affairs professionals.
Earlier in his career, Steve received multiple presidential appointments in the Obama Administration, including Director of International Economics for the National Security Council and National Economic Council in the White House, Chief of Staff for the U.S. and Foreign Commercial Service at the U.S. Department of Commerce, and Deputy Associate Counsel to the President. Before entering public service, he practiced law as an investigative attorney — including as Majority Counsel to the U.S. House Oversight and Government Reform Committee, where he led congressional hearings on the wars in Iraq and Afghanistan and on the use of performance-enhancing drugs in Major League Baseball; as an Honors Program Attorney in the Justice Department's Criminal Division and Special Assistant U.S. Attorney in the District of Columbia; and as an associate at O'Melveny & Myers.
Steve received his B.A. and M.A., magna cum laude, from Georgetown University, his J.D. from Columbia Law School, and his LL.M. in public international law, with highest honors, from the London School of Economics. His work has been featured in leading national outlets including The Wall Street Journal, The New York Times, Bloomberg, Financial Times, Forbes, Fortune, The Washington Post, Politico, and NPR, and he is a sought-after speaker at industry gatherings on Opportunity Zones, economic development, and public policy.
Sean Morris is the Head of Private Wealth at Landmark Properties, leading the firm's growth and distribution of investment solutions within wealth management channels. With more than 30 years of experience in business development, he is responsible for expanding Landmark's strategic relationships as well as launching innovative solutions for family offices, high net worth investors, and their advisors.
Previously, Sean served as an Executive Director at PGIM, where during his tenure he helped launch and raise capital for various real estate, digital infrastructure, and private credit funds through all financial intermediary channels. Prior to that, he was the National Sales Director at CIM Group, where he led private wealth distribution of the non-traded REIT platform, Opportunity Zone Fund, and real estate credit strategy.
Sean holds a Bachelor of Science in Management from Villanova University and holds several FINRA securities licenses, including the Series 7 and 24.
Sean Morris is the Head of Private Wealth at Landmark Properties, leading the firm's growth and distribution of investment solutions within wealth management channels. With more than 30 years of experience in business development, he is responsible for expanding Landmark's strategic relationships as well as launching innovative solutions for family offices, high net worth investors, and their advisors.
Previously, Sean served as an Executive Director at PGIM, where during his tenure he helped launch and raise capital for various real estate, digital infrastructure, and private credit funds through all financial intermediary channels. Prior to that, he was the National Sales Director at CIM Group, where he led private wealth distribution of the non-traded REIT platform, Opportunity Zone Fund, and real estate credit strategy.
Sean holds a Bachelor of Science in Management from Villanova University and holds several FINRA securities licenses, including the Series 7 and 24.
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