Technical Assistance

New York & New Jersey: Opportunity Zones & Beyond (2019)
October 3, 2019
New York, NY


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Join the New York & New Jersey: Opportunity Zones & Beyond conference on October 3, 2019 for a special one-day event hosted at the offices of BNY Mellon in New York City. This event will feature a number of economic development finance experts from around the state discussing Opportunity Zones and the development finance tools, authorities, resources and approaches, and how these can affect the New York/New Jersey economy going forward.

Register today to reserve your spot at the New York & New Jersey: Opportunity Zones & Beyond conference.



New York & New Jersey: Opportunity Zones & Beyond - Agenda (2019)

Thursday, October 3, 2019

Thu 8:30 AM - 9:15 AM
Breakfast & Registration
Thu 9:15 AM - 9:30 AM
Welcoming Remarks
The CDFA New York/New Jersey Financing Roundtable exists to spread knowledge of best practices within the state’s development finance industry. To kick off the CDFA New York/New Jersey Financing Roundtable Conference, CDFA and our partners will deliver welcoming remarks.
  • Tony Portuondo, Managing Director, The Bank of New York Mellon
  • Toby Rittner, President and CEO, Council of Development Finance Agencies
Thu 9:30 AM - 10:30 AM
Opportunity Zones Fundamentals & the Latest Updates in New York/New Jersey
Industry experts from around the state will discuss the latest development finance legislation and their potential effects on the economic development industry. This session will feature a discussion on the new tax law, its implications on development finance, with a special focus on Opportunity Zones and their potential impact in underserved communities.
  • Dan Flanigan, Managing Partner of Polsinelli New York Office, Polsinelli
  • Tai Cooper, Managing Director, New Jersey Economic Development Authority
  • Jeff Goldman, Shareholder, Tax Group, Polsinelli
Thu 10:30 AM - 10:45 AM
Networking Break
Thu 10:45 AM - 11:15 AM
Using Opportunity Fund Capital with Bonds
During this session, speakers from bond agencies and capital market firms will describe the current bond market in New York and New Jersey and explore bond financing case examples which prove their effectiveness in addressing critical infrastructure needs. In addition to infrastructure, bonds should be used to support affordable housing projects and small business development in Opportunity Zones.
Thu 11:15 AM - 12:00 PM
Developing a Local Opportunity Zones Strategy
During this session, a panel of experts will walk through best practices in building an asset map and outreach plan when developing your community’s local Opportunity Zone strategy. This plan will also include business development and real estate strategies and outline how to identify potential investors given local opportunities.
  • Leslie A. Anderson, President & Chief Executive Officer, New Jersey Redevelopment Authority
  • Aisha Glover, President & Chief Executive Officer, Newark Alliance
  • Quinn Moss, Partner, Orrick, Herrington & Sutcliffe LLP
Thu 12:00 PM - 1:30 PM
Lunch Session: Where are Opportunity Zones? Perspectives from State & Local Agencies.
Opportunity Zones have been designated in numerous distressed communities throughout the country. During this session, leaders of state and local agencies will discuss the demographics of their Opportunity Zones and how they are aligning their designations with economic development and financing strategies. Participants will hear from different perspectives, including urban, suburban, and rural, and will learn about how Opportunity Zones strategies are taking shape across the country.
  • Eric Clement, Senior Vice President, New York City Economic Development Corporation
  • Margie Piliere, Chief Economic Development Officer, Choose New Jersey, Inc.
  • Ladell Robbins, Chief Financial Officer / Chief Investment Officer, Newark Community Economic Development Corporation
Thu 1:30 PM - 2:30 PM
Opportunity Zones: A Contemporary Tool for Small Business Development
During this session, experienced small business financiers and Opportunity Zones experts offer an overview of how various small business support programs can be used in conjunction with Opportunity Fund equity. Panelists will offer case studies which demonstrate how different loan, grant, and/or seed investments can help leverage investments from Opportunity Funds.
  • Allison Ladd, Acting Deputy Mayor of Economic and Housing Development, City of Newark
  • Gina Slater-Parker, President & Chief Executive Officer, Long Island Development Corporation
Thu 2:30 PM - 3:30 PM
Highlighting PACE Projects in Opportunity Zones
Property Assessed Clean Energy (PACE) financing is taking hold across the county through several innovative programs. Investments in clean energy and infrastructure projects are growing rapidly, and the need for sustainable financing solutions has become more important every day. From renewable energy to new construction, and the retrofitting of existing buildings and systems, energy finance has become a driving force in the economic development community. This session will explore the opportunities and challenges involved in using C-PACE with Qualified Opportunity Funds. In addition, two innovative "PACE-like" financing alternatives -- for use where PACE is not available -- will be discussed.
Thu 3:30 PM


The New York & New Jersey: Opportunity Zones & Beyond conference will take place at the offices of The Bank of New York Mellon in lower Manhattan:

BNY Mellon
240 Greenwich Street
10th Floor, East Assembly
New York, NY 10286

Please use the Murray Street entrance between Greenwich Street and West Street.

There are a few parking garages nearby. The closest garage is at 270 Greenwich Street.


To register for the New York & New Jersey: Opportunity Zones & Beyond conference, click on the Register button below. Registration rates vary depending on whether or not you are a CDFA member.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.
Standard Rates
CDFA Member: $175
Non-Member: $225


Roundtable Partner

New York State Economic Development Council

Principal Sponsor

New Jersey Redevelopment Authority

Premium Sponsor

Hawkins Delafield & Wood LLP POLSINELLI

For information about sponsoring the New York & New Jersey: Opportunity Zones & Beyond conference, review the sponsor prospectus and complete our sponsorship agreement. For questions, please contact CDFA.