CalOZ Speaker Series: Steve Glickman (Fresno)


On October 1, 2019, CalOZ hosted Steve Glickman, CEO of Develop LLC and Co-Founder of EIG, in Fresno, CA.

Mr. Glickman is an originator of the Opportunity Zone concept, and a pre-eminent national voice on the topic.

This Speaker Series Event convened cross sector stakeholders interested in realizing the transformative potential of Opportunity Zones in the Fresno region. We discussed the current policy and market landscape, and how to achieve economic development and shared prosperity in the Fresno area by aligning and connecting investors, developers, entrepreneurs, communities, policy makers, and local residents.

In addition to Mr. Glickman, CalOZ hosted a panel that included Senator Anna Caballero, Oliver Baines of Central Valley NMTC Fund, LLC, Elliott Balch of the Central Valley Community Foundation, Robert Wiebe of Wiebe Hinton Hambalek, LLP, and Lee Ann Eager of Fresno County Economic Development Corporation.


Institute for Private Investors Alternatives Summit (Newport Beach)

Institute for Private Investors Alternatives Summit (Newport Beach)

On September 4, 2019, Kunal was a moderator at the Institute for Private Investors Alternatives Summit in Newport Beach.

He was joined by a solid line up of speakers including John Lettieri, an integral player in developing Opportunity Zone policy; Bill Lockyer, former California Attorney General; and an investment panel on how athletes and entertainers are using their reach to help companies grow.

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Stockton OZ tour with Governor's Office (Stockton, CA)

Stockton OZ tour with Governor's Office  (Stockton, CA)

On June 11, 2019, CalOZ President Kunal Merchant joined a delegation visiting Stockton led by Lenny Mendonca, Governor Newsom’s Chief Business and Economic Advisory. Mayor Michael Tubbs and his team hosted a series of events, including a tour of potential OZ investment opportunities and several roundtable discussions with leading local and state leaders.

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KPMG and Bay Area Council QOZ Event


On June 11, 2019, KPMG and the Bay Area Council held a panel to discuss the impact opportunity of QOZs from a variety of perspectives.

The panel included:

  • Markeze Bryant, Senior Advisor, CalOZ

  • Marisa Raya, Economic & Workforce Development, City of Oakland

  • Dean Allara, Vice Chairman and Head of Capital Markets, Bridge Investment Group

  • Dr. Michael Huff, Program Analyst & Community Liaison, US Dept of Housing & Urban Development