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