June 20, 2019 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy!

This Issue’s Topics:

  • FREE: Chicago SRI/ESG – Opportunity Zones
  • REMINDER: FREE: 6th Annual Joint NIBA/DePaul University Symposium
  • Enterprise Blockchain Implementation Summit
  • CoinAlts Fund Symposium


FREE: Chicago SRI/ESG – Opportunity Zones
Thursday, June 27, 2019 7:45-9:30 A.M.
Location: University of Chicago’s Gleacher Center, 450 Cityfront Plaza Drive, Chicago, IL

Our topic will be Opportunity Zones, which came in to being as a result of the 12/2017 Federal tax legislation. Opportunity Zones were designed to increase the flow of investments to needy communities throughout the country in order to create new jobs and businesses and foster economic growth.

Recently, there has been a lot of chatter about the possibilities and the challenges for advisors and consultants using Opportunity Zones for taxable investors. For those investors interested in impact, questions about types of impact (good, bad, or none) and impact measurement exist.

Our guest speakers are: Ben Bornstein of Arctaris Capital; Karen Muchin of BRicK Partners; and Matt Reilein, of National Equity Fund.

Some of the issues that we will cover include:

  • A more thorough explanation of what Opportunity Zones are, why they were created, and where they are located
  • The economic incentives that Opportunity Zones provide to investors in order to attract investment capital
  • How community impact resulting from the investments is measured
  • The types of investors pursuing Opportunity Zone investments, and the types of investment vehicles that exist

A request: If you consider yourself very knowledgeable about Opportunity Zones, please let us know when you RSVP, so that we can identify you as a resource for those who are less familiar with them.

A second request: we’ve had several people forward to us Opportunity Zone-related resources – articles, reports, white papers, etc. If you are aware of good resources that we should consider including in a follow-up email after our discussion, please forward them.

Finally, for those of you who would like to be a little more familiar with Opportunity Zones before our discussion, Suzanne Shier of Northern Trust (and a former guest speaker) has written a good explanatory piece here.

Please RSVP via reply email to Dan Nielsen at dnielsen@greatlakesadvisors.com by this Friday June 21st if you are able to join us.

FREE: 6th Annual Joint NIBA/DePaul University Symposium
Thursday, July 11, 2019, 2:00-5:00 PM
1 E. Jackson Blvd., Chicago, IL

This year’s line-up will tackle relevant items and topics with top industry professionals. Join us for a half day program followed by a cocktail networking session on DePaul’s private roofdeck.

Speakers to include: John L. Roe, BTR Trading Group; Dr. Carl Luft, Arditti Center for Risk Management;  Dan Roth; Matt Kluchenek, Mayer Brown LLP; Mark Shore, DePaul University; Ryan Hart, Coquest Advisors;  Greg Taunt, IASG; Jon Cummings, RCM Alternatives; Andrew Strasman, Totem Asset Group;  Blake Brockway, NFA; Mark Omens, CME Group;  Skip Shean, 16Wells; and  Mike Burke, NIBA.

To register, click here.

Enterprise Blockchain Implementation Summit
Friday, August 9, 2019, 8:45 A.M.-5:15 P.M.
444 N. Michigan Ave., Chicago, IL

Join the industry leaders, developers, blockchain gurus and technology players at the Enterprise Blockchain Implementation Summit. Experience real life case studies across industries and learn their success. We will aim on future of Enterprise Blockchain and how your company can benefit now. The conference sessions and the leading experts from the blockchain space will put a spotlight on what needs to be understood and how you can make profits in the future.

For more information, click here.

CoinAlts Fund Symposium
Thursday, September 26, 2019, 8:00 A.M.-6:00 P.M.
The Art Institute of Chicago, 111 S. Michigan Ave., Chicago, IL

Helping the financial services community understand digital alternative assets.  CoinAlts is a full day conference at the Art Institute of Chicago to help the financial service community understand the nascent digital asset ecosystem. Topics of focus will include market infrastructure, legal and regulatory hurdles, trading and futures, as well as the general trends in digital assets.

CoinAlts is designed to bring together the thought leaders in the cryptocurrency investment space to discuss the investment, legal and operational issues for cryptocurrencies as a new asset class.

Panel Topics Include:

  • Market Infrastructure for Digital Assets
  • Legal & Regulatory Issues and Developments
  • Trading and Futures: Exploring a New Market
  • Raising Assets: Perspectives from Allocators and Managers
  • General Trends in Digital Assets

For more information, click here.

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