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CFA Luncheon:  "Opportunity Zones: Practical Considerations" with Scott Spalding, CFA

Event Description

Please join us on April 9, 2019, at the University Club for a presentation by Scott Spalding, CFA - "Opportunity Zones: Practical Considerations"

 

Scott Spalding is head of high net worth private markets for the Americas at CBRE Global Investors. Based in Los Angeles, Mr. Spalding is responsible for product offerings and investor relations within HNW channels of distribution.  Prior to joining CBRE Global Investors in 2018, Mr. Spalding was an executive vice president at PIMCO where he headed fundraising for private markets within global banks and wirehouses, led a team dedicated to serving the investment needs of bank trust companies, and served as the key point of contact for several of the firm’s top intermediary clients.  Mr. Spalding has 19 years of investment experience.  Mr. Spalding received a Bachelor of Arts degree from the University of California, Los Angeles and a Master of Business Administration degree from the University of Southern California. He is a CFA Charterholder.

 

Opportunity Zones are a leading topic among private wealth managers.  In this discussion, we will go beyond the basics of the program and, instead, focus on the issues investment professionals should consider when implementing an investment strategy – or analyzing Qualified Opportunity Funds.

 

Background

Opportunity Zones, part of the 2017 Jobs Act and related tax cuts, were designed to encourage investment in certain state-designated geographies by offering tax incentives to investors. A Qualified Opportunity Fund ("QOF") is a vehicle designed to invest in, and provide investors with tax benefits related to, Qualified Opportunity Zones. QOF benefits relate to favorable tax treatment of capital gains reinvested into a QOF and capital gains from investments in a QOF.

CBRE Opportunity Zones Reference Guide

CBRE Opportunity Zones FAQs

Event Type

Society

Education Topic

 

Start Time

4/9/2019 12:00 PM

End Time

4/9/2019 1:30 PM

City

Portland

State/Province

OR

Event Country

USA

Event Region

Americas

Location Info

University Club of Portland
1225 S.W. Sixth Avenue
Portland, Oregon  97204

Speaker

Scott Spalding, CFA

CE Credits

Yes

SER Credit

No

Currency

US

Member Price

20.00

Non-Member Price

30.00

Candidate Price

20.00

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 3/5/2019 5:25 PM by melanie.lewis@thede-culpepper.com
Last modified at 3/6/2019 12:58 PM by melanie.lewis@thede-culpepper.com