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Monterey Bay Opportunity Zone Investment Forum

Friday, November 15, 2019 - 8:00am to 1:30pm

Join the Central Coast Marketing Team member municipalities (City of Marina, City of Salinas, City of Santa Cruz, City of Seaside, Gilroy Economic Development Corporation, Monterey County) for informative morning focused on Opportunity Zone investment opportunities within the Monterey Bay region. This event, scheduled for 8:00am - 1:30pm Friday November 15 at CSUMB Salinas City Center, will feature keynotes from leading OZ thinkers, policy minds and economic developers, and will include presentations from each municipality about the opportunities in their respective zones. The event should appeal to investor, developers, brokers, and others interested in potential of this exciting economic development tool for realizing change in select underserved parts of our community.


7:30 AM Registration Opens

7:30 to 8:30 AM Networking Breakfast

8:30 to 8:45 AM MBOZ Kick-Off – Opening Remarks

  • Honorable Joe Gunter, Mayor, City of Salinas - Welcome to the City of Salinas and the MBOZ Investment Forum
  • Josh Metz, Assistant Executive Officer, Fort Ord Reuse Authority/Vice President, Central Coast Marketing Team – Master of Ceremonies for MBOZ conference

8:45 to 9:30 AM OZ Roundtable – Part 1 – California Perspective

Join us for an engaging roundtable discussion with our panel of experts who will share their unique perspectives concerning OZs. We’ll hear the latest information from the Treasurer’s Office with the State of California and get an update from the founder of CALOZ, an organization dedicated to maximizing the transformative potential of California OZs. We will also learn what are the important OZ legal and process-oriented issues. And rounding out our panel, we will hear from the investment community and how they are looking at OZ opportunities.

Part 1 Speakers

  • Tim Schaefer, Deputy Treasurer of Finance, Office of California State Treasurer’s Office
  • Dave Smith, Co-Founder, CALOZ

9:30 to 10:45 AM OZ Roundtable – Part 2 – Nuts, Bolts and Money

Part 2 of our OZ Roundtable will focus on the mechanics, legal aspects and investment perspective associated with establishing, managing and reporting requirements for a Qualified OZ. We will discuss what it takes to be successful, and what the investment community is looking for before they join fund your zone.

Part 2 Speakers

  • Tim Ulen, Partner, Petrinovich Pugh & Company
  • David Bitner, VP, Cushman & Wakefield
  • Jonathan D. Tower, Founder and Managing Partner of the Arctaris Impact Fund, LP (invited)

10:45 to 11:00 am Networking Break

11:00 to 12:15 pm Tri-County OZ Opportunity Briefing

This part of the conference will focus on the local OZ sites that offer potential investors with exciting, long term project sites, many which allow for a campus like buildout and are in excess of 50 acres. Each OZ jurisdiction will have 10 minutes to present their OZ and highlight the unique aspects and why investors should want to land at their site.


  • Kate Roberts, President, Monterey Bay Economic Partnership


  • City of Marina – Matt Mogensen
  • City of Seaside – Kurt, Overmeyer
  • City of Salinas – Andy Myrick
  • City of Santa Cruz – Rebecca Unitt
  • San Benito County
  • King City

12:15 to 1:30 PM In the Zone – Networking Lunch

Join the zone representatives, active investor, developer and community leaders during a casual informative walkaround networking lunch.

1:30 PM MBOZ Conference Concludes

CSUMB @ Salinas City Center
1 Main Street
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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA or the Governor’s Office of Business and Economic Development. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the California SBDC closest to you.