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FEBRUARY 12-13, 2019

IPAForum: Qualified Opportunity Zone Funds

Bringing the QOZ Community Together

Qualified Opportunity Zones have been heralded as one of the most significant economic development strategies in decades. But with over one hundred QOZ Funds already registered with the SEC representing more than $18 billion in potential investment, significant questions about the regulatory framework and broker dealer due diligence requirements remain. The IPA, in cooperation with AI Insight, is bringing top legal and accounting experts and regulatory officials, together with leading QOZ fund sponsors, broker dealers and RIAs to address the most pressing issues about this exciting new opportunity.  The IPA Qualified Opportunity Zone Funds Forum was developed in close consultation with leading broker dealers and RIAs, and is designed to strengthen their assessment of this once in a generation investment opportunity.

Exclusive Event Partner:

Registration Fee:




  • Gain real-time insight on QOZ legislation and regulatory issues
  • Hear investment strategies directly from QOZ fund managers
  • Understand QOZ fund structure and tax accounting considerations
  • Learn about the tax advantaged benefits of QOZ fund investments
  • Clarify the due diligence controls for QOZ funds


(Updated 2/7/2019)


The city’s premier destination for memorable meetings and events with 19,000 square feet/1,700 square meters of spectacular meeting space, The Ritz-Carlton®, Dallas sets new standards of luxury and service for gatherings of any size. The 218-room hotel welcomes guests with a warm and inviting atmosphere enhanced by modern amenities including state-of-the-art multimedia services, high-speed Internet access and elegant guest rooms and suites. A convenient location in the prestigious Uptown area ensures easy access to upscale shopping, fine restaurants, entertainment and stately neighborhoods.

The Ritz-Carlton Dallas

2121 McKinney Avenue
Dallas, TX 75201


Event Attendees:

Please note this event is sold out including hotel accommodations. For questions on an existing hotel confirmation, please contact Tracy Mesterharm  at 202-548-7188 or email



Don’t miss this exclusive opportunity for premium marketing exposure throughout the event.

(Sponsorship opportunities are on a first-come, first-served basis)


  • Table top display
  • 3 event registrations
  • Assigned dine-arounds
  • Event website logo branding
  • On-location sponsor branding



Participation Policy (Broker-Dealer & RIA Attendees):

Broker-Dealers and RIAs are complimentary to attend as well as qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to 2 individuals per firm. IPA will cover a maximum of 1 rooming night based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives have registered from the same firm.

You will receive a flight activation email from Deem@work “” that you may use if you wish to book air travel. IPA will cover up to $500 in flight cost. Should a flight exceed this amount, the IPA is notified for approval and may supply you with other flight options.

Hotel Rooming Policy:
IPA will be providing the Ritz Hotel with a rooming list. Charges will only be incurred for incidentals, additional days above what the IPA will cover or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify Belle Ibanez at 202-548-7191.

** IMPORTANT ** Hotel, airfare, and similar charges are paid for by IPA Sponsor members as part of a qualified due diligence event with the understanding that registrants will attend all sponsored sessions and other activities as may be specified. IPA reserves the right to instead charge these amounts, or a portion of, to the credit card of any registrant who does not adhere to announced attendance requirements. It is the IPA’s expectation that attendees will participate in a majority of the Sessions. Please note you will be contacted prior to any amounts being charged.

IPAForum Qualified Opportunity Zone Funds Attendance Requirements:

    • Tuesday, February 12, 2019 – 2 p.m. CT – 8 p.m. CT – please plan to arrive no later than 1 p.m. CT
    • Wednesday, February 13, 2019 – 8:00 a.m CT – 1:00 p.m. CT – please plan to depart no earlier than 3 p.m CT on the 13th.