The Wisconsin Economic Development Association and statewide partners including the League of Municipalities, CarW, WEDC and WHEDA invite communities with designated Wisconsin Opportunity Zones to a full day workshop focused on preparing an Opportunity Zone Investment Prospectus. 

The workshop will be held at the on February 6th, 2019 from 9:00 AM to 4:30 PM at the Potawatomi Hotel & Casino (1611 W Canal Street, Milwaukee, WI 53233).  The goal of the day is to inform Wisconsin communities and their partners of the information requirements and potential financial tools available to better position their zones or specific properties for private investment.

While the workshop is focused on Opportunity Zones from a Community perspective, it is anticipated that the best outcomes of the workshop will be those communities or individuals that can be focused on a specific building, parcel or a specific community redevelopment plan that can be a catalyst in the zone.

The last portion of the workshop will allow the community to understand how different programs can potentially impact the project and the Return on Investment.  Each attendee or group of attendees should be focused on a specific parcel or project.

Who Should Attend:

  • Land and Building Owners
  • Developers – Housing and Mixed Use
  • Commercial Realtors
  • Financial Institutions and Wealth Management
  • Contractors
  • Economic Development staff
  • Community Development staff
  • Civil Engineering staff
  • Local Elected Officials (Mayor, Council President…)
  • Municipal Corporation Counsel
  • Tribal Enterprises, Officials and Staff

 

DRAFT AGENDA

9:00 AM                      Introductions – Local Opportunity Zone Representatives

9:30 – 10:30 AM         Opportunity Zones – Background  

10:30 – 11:45 AM       Opportunity Zone – Types of Projects

Development Perspectives – Types of Projects
Sample of deals and structures to attract Investors

Lunch

12:45 – 2:15 PM        Opportunity Zone Investment Prospectus

  • Contents of an Opportunity Zone Prospectus
  • Things to Consider
  • Identify specific property
  • Sample Developer Agreements

Break 

2:30 – 4:30 PM           Local, State and Federal Financial Programs - Overview

  • Tax Incremental Financing – Eligible Activities
  • New Market Tax Credits
  • Low to Moderate Income Tax Credits
  • Historic Tax Credits
  • Other financial tools
  • Determining if additional incentives are needed for private investment

5 – 7:00 PM                Opening Reception to Governor’s Conference  (Serenity Room)

Opportunity Zones - Developing a Community Investment Prospectus

Register Now

  • February 6, 2019
  • 1721 West Canal Street
    Milwaukee, Wisconsin
    United States
    53233