January 30

Welcome  to the OZ Funds Investors Conference


The combination of Opportunity Zone Funds with other local tax incentives in Puerto Rico, offers investors a unique investment opportunity. 

We invite you join us at our investors conference. Among the topics we will be discussing are accounting, legal and key central aspects of OZ funds. We will also discuss real estate opportunities, export services and insights from OZ fund managers. We hope you enjoy our site and take a moment to drop us a line.

Since the announcement of the Opportunity Zones Funds, there has been great buzz in the investment community. Puerto Rico presents unique opportunities as a result of a 94.5% zone designation. This event is an opportunity to educate, explore and discuss the possibilities of using such tax incentive as a powerful economic driver for the island’s economic recovery.

SPEAKERS


Keith R. St. Clair

Founder of St. Clair Collection

Steve Glickman

Founder and CEO of Develop LLC

María de Los Ángeles Rivera

Partner Head of Tax and IBC Director

Yvette T. Collazo

SBA Director Puerto Rico

James Austin

Chief Financial Officer

Frank Austin

Community Developer and Real State Investor

Marcelo Salas

NES Financial’s Vice President

Ian Ross

Founder and Principal at Somera Road, Inc.

Manuel A.J. Laboy

Secretary of Economic Development and Commerce of Puerto Rico

Giovanni Mendez

Corporate and Tax Attorney

Scott Fuller

Capital United CEO

Ing. Dennis González Ramos

Subsecretario de Programa Community Development Block Grant – Disaster Recovery

ALBERTO BACÓ BAGUÉ

Founder & General Director, Partnership For Modern Puerto Rico

Daniel Topple

Banking Group Head / Senior Vice President

Ella Woger

Director of Operations - INVEST PUERTO RICO

Katherine Breaks

Tax Managing Director

Fergus Campbell

Managing Director of Somera Road Inc.

Luis Burdiel Agudo

Puerto Rico Economic Development Bank President

Rodrigo Masses Artze

President of the Puerto Rico Manufacturers Association

Iván Zavala

Reality Realty CEO - Chief Executive Officer

Denisse Flores

Partner, TAX at PwC

Schedule


30

January

Wednesday

  • 1:00 PM

    Host Pedro Juan Hernandez

  • 1:05 PM

    Welcome Ricky Santana - Colectivo 360 LLC, OZ19 Organizer

  • 1:10 PM

    Economic Development - Overview of Puerto Rico's Economy

  • 2:10 - 3:15 PM

    101 of OZ Funds - How they Work?

  • 3:20 - 4:00 PM

    US and PR tax and legal framework

  • 4:00 - 4:20 PM

    Coffee Break 

  • 4:20 - 4:50 PM

    Government - Public influencers unveil their commitment to make OZ happen.

  • 4:55 - 5:20 PM

    Act 20/22 How they fit at this inflection point.

  • 5:25 - 6:15 PM

    Raising Capital, Initiatives, structures and investment strategies.

  • 6:15 - 7:00 PM

    Now that we know the legal and structuring, let's discuss the opportunities.

Topics


  • Economic Development

    Overview of Puerto Rico's Economy.

  • Accounting,

    legal and US Law an PR counterpart.

  • Act 20/22

    How they fit at this inflection point.

  • Raising capital,

    initiatives and structures. Hurry up or wait.

  • Expert weigh

    in on OZ funds investments strategies. Vision on leveraging abandoned zones into economic hot zones.

  • Now that we know

    the legal and structuring, let's discuss the opportunities.

Opportunities


Real Estate

Tourism - Commercial - Beachfront Properties

Export Services

Accounting - Legal - Banking – Insurance

Tax Incentives

Act 27, Act 73, Act 273 Act 20, Act 399

 

Get your ticket

Ricky Santana Villanueva
(787)647-0492
ricky@elcolectivo360.com

Meet
The Producer

Richard Santana Villanueva

Richard Santana is an experienced entrepreneur, business advisor and real estate broker. He collaborates with several local investors and entities promoting Puerto Rico's business opportunities.

Contact Information
Ricky Santana Villanueva
(787)647-0492
ricky@elcolectivo360.com

Meet
The Team

Adriana Berrios

Communications Director

María del Mar Ortiz

Project Manager