Understanding Opportunity Zones for Business Owners

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Willamette Valley Country Club

900 Country Club Place

Canby, OR 97013

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SPECIAL PROMOTION: Use Coupon Code OZONE at checkout for a 50% Ticket Discount!



SCHEDULE OF EVENTS:

    8:00am - Doors Open. Light Breakfast Buffet Served.

    8:15am - Understanding Opportunity Zones for Business Owners

    8:30am - Presentation

    9:30am - Break

    9:40am - Panel Discussion

    11:15am - Event Concludes




    Featuring Brad Ketch, Tim Hildebrandt, Kevin Pearson, Arthur J. Momjian, and Eugene J. Wallace!


    Brad Ketch is the chairman of the CDCO and CEO of its OCCI investment unit. Prior to founding the CDCO, he was CEO of a major non-governmental organization that is headquarter in Hong Kong. Prior to that he had a 25 year career in telecom equipment manufacturing. Mr. Ketch received a BA in Economics from Wheaton College in 1984, and an MBA from Northwestern University’s Kellogg Graduate School of Business in 1994.


    Oregon Community Capital, Inc. (OCCI) was formed in July 2018 as a new wholly owned for-profit B-Corp subsidiary of Community Development Corporation of Oregon (CDCO), which is a 501c3. The CDCO also has an operating unit, the Rockwood CDC (RCDC) that has a 6-year record of accomplishment of helping Oregon’s poorest community to become a place where everyone can learn, earn and belong. The purpose of OCCI is to raise capital and invest in Oregon’s Opportunity Zones. Today OCCI has two funds: Real Estate LP I and Microenterprise LP I.


    Tim Hildebrandt is currently the CFO for Summit Development Group. Summit acquires, develops, and builds commercial development projects across the metro area.

    Tim is a licensed CPA and has over 13 years experience. At Summit, Tim is responsible for accounting, finance, investor relations, and legal structure. He has been working with investors over the past year, on the opportunity zone tax benefit, and structuring Summit’s developments to qualify for these benefits.

    Prior to Summit, Tim was a Director of finance at Simple Finance, and spent over 7 years in the audit practice at KPMG. Tim is a graduate of Oregon State University with a degree in accounting, finance, and international business.


    Kevin Pearson is a partner and the chair of the firm’s Executive Committee at Stoel Rives LLP. His practice focuses principally on federal income tax law, including both transactional matters and tax controversy matters.

    As part of his transactional practice, Kevin regularly advises clients regarding all aspects of corporate taxation, including taxable and tax-free mergers and acquisitions, debt and equity offerings and other corporate finance transactions, consolidated return issues, and general corporate tax issues.

    He also regularly represents clients with respect to partnership, S corporation and limited liability company transactions and tax issues, as well as choice-of-entity issues, tax accounting issues, and general tax planning issues. Kevin frequently represents clients in renewable energy financing transactions, particularly those involving the federal production and investment tax credits.

    In addition, Kevin advises both taxable and tax-exempt health care clients with respect to all types of tax, business and financial matters. As part of his tax controversy practice, Kevin regularly represents taxpayers in IRS audits and administrative appears, deficiency litigation in the U.S. Tax Court, and refund litigation in U.S. District Courts and the U.S. Court of Federal Claims.


    Arthur J. Momjian is chair of DuaneMorris’ Affordable Housing, Community Development, and Syndication Practice Group and focuses his practice in affordable housing and community development, syndication, finance and loan documentation. Mr. Momjian represents developers, investors, nonprofit organizations and syndicators nationally in affordable housing projects that utilize federal low-income housing tax credits, federal historic rehabilitation tax credits and state low-income housing tax credits.

    Mr. Momjian also represents investors, community development entities, and developers nationally in projects developed with the federal New Markets Tax Credit Program. Mr. Momjian has represented investors, and their community development entities, which have made New Markets Tax Credit loans for: the development of a mixed use project at an urban university; a commercial retail center in West Philadelphia; and an auto center in Texas. He has also represented investors which have made qualified equity investments in community development entities which have funded New Markets Tax Credit loans for: a retail and office complex in Harlem, New York; a medical facility in Boston; and a hotel complex in Boston. Mr. Momjian has represented an investor in New Markets Tax Credits which used a leveraged loan structure consisting of tax-exempt bond proceeds. He also represents regional and national banks in the construction and permanent financing of residential, commercial and industrial projects.

    Mr. Momjian has represented developers, lenders, syndicators and investors in connection with the development of senior, assisted living and special needs projects in several states, which utilize federal low-income housing tax credits and state and federal subsidy programs.

    Admitted to practice in New Jersey, New York and Pennsylvania, he is a member of the Real Property, Probate and Trust Law and the Corporation, Banking and Business Law sections of the American Bar Association. He is a member of the ABA Forum on Affordable Housing and has been a part of the faculty of its annual forum on Affordable Housing and Community Development Law. He has spoken at the annual conference of the National Council of State Housing Agencies, the New Jersey Governor's Conference on Housing and Community Development, the Affordable Housing Conference of the Pennsylvania Housing and Finance Agency, the Conference of the Housing Alliance of Pennsylvania, the Conference of the New Jersey Chapter of the National Association of Housing and Redevelopment Officials, and the Novogradac Tax Credit Developers Conference. He also is a member of the New Jersey State, New York State and Pennsylvania bar associations. Mr. Momjian is a member of the Board of Directors of the People's Emergency Center, and Chairman of the Board of Directors of the People's Emergency Center Community Development Corporation. In 2006, Mr. Momjian was named to serve on a steering committee formed by the Community Affairs Department of the Federal Reserve Bank of Philadelphia and the Housing Alliance of Pennsylvania to develop recommendations to expand single and multifamily rental properties in Pennsylvania that serve low- and moderate-income markets.

    Mr. Momjian is a 1982 graduate of Temple University School of Law (LL.M., taxation), a 1978 graduate of Rutgers School of Law - Newark, and a graduate of Columbia University.


    Eugene J. Wallace has served as a “Strategic Advantage” for business owners since 1998. As founder and president of Family Business Advisers, and owner of Excell Oregon (Leader-To-Leader groups for Presidents/CEOs), and as a successful business owner and entrepreneur himself, Eugene’s experience in manufacturing, marketing, Financial, Strategic and Succession planning have forged his ability to understand effective business building: he provides the ‘strategic advantage’ that supports business owners and business leaders as they grow their businesses. Through his work with thousands of business leaders, he has developed highly effective processes and tools that impact Leader Development, Strategic Planning and Succession Strategies. His work has earned him recognition as one of the Northwest’s most Trusted Advisers. His wise and passionate advising encourages clients/members as they build value into their businesses.

    Learn more at www.FamilyBusinessAdvisers.com and www.ExcellOregon.com and www.IBAINC.com

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    Willamette Valley Country Club

    900 Country Club Place

    Canby, OR 97013

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