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Opportunity Zones

Small Business Summit

Friday April 3, 2020
8:00am – 5:00pm

Condado Plaza Hilton

About Event

  • What are Opportunity Zones and how do they benefit small businesses?
  • Qualified Opportunity Zone Business: A growth strategy for entrepreneurs
  • Puerto Rico Opportunity Zones and Tax Incentives Programs
  • Connecting Federal Agencies to the Small Business Community
  • Financing Options for your Business
  • Commercial Properties Matchmaking

Schedule – AM

7:30am – 8:30am:
Registration

 

08:30am – 9:00am:
Opening Remarks and Official Welcome

 

    • Jenniffer González
      Congresswoman

 

    • Manuel J. Fernós, Esq.
      President Inter American University of PR

 

    • Ricardo Martínez, CPA
      Puerto Rico SBTDC Executive Director

 

    • Allen Gutiérrez
      SBA OED Associate Administrator 

 

    • Jovita Carranza
      Introduction
      SBA Administrator

 

09:00am – 9:30am:
The Small Business Administration and its role in economic development of the opportunity zones

 

Keynote Speaker:
Jovita Carranza
SBA Administrator

 

 

9:30am – 10:30am:
Qualified Opportunity Zone Business: A growth strategy for entrepreneurs

 

Panel to discuss:

  • Steps small businesses need to take to be investor-ready
  • How to evaluate if OZ investment work for their business goals
  • Restrictions to become an OZ qualified business or activity
  • What information will the investor require
  • Address expectations versus reality

 

Moderator:

Joanellis Fernández
Director of Business Development at Kevane Grant Thornton

 

Panel:

    • José Torres
      Qualified Opportunity Fund Manager

 

    • María de los Angeles Rivera
      CPA-Partner/Tax Partner/IBC Director at Kevane Grant Thornton

 

Small Business Owners:

    • Carlos Domínguez
      MBQ Pharma

 

    • Ismael Negrón
      Zomio, Inc.

 

 

10:30am – 10:45am:
Break

 

10:45am – 11:30pm:
Puerto Rico Opportunity Zones and Tax Incentives Programs

 

Topics to discuss:

  • Puerto Rico Act 60 Tax Incentives Code
  • Priority Projects in Opportunity Zones
  • Qualified Opportunity Fund vs. Exempt Business, what is the right pathway

 

Presentation by:
Mr. Manuel A. Laboy
Puerto Rico Secretary of Economic Development and Commerce

 

11:30pm – 12:30pm:
Lunch

Schedule – PM

12:30pm – 1:30pm:
Connecting Federal Agencies to the Small Business Community

Federal agencies panel to highlight their role and programs as they relate to support OZ investments.

 

    • Denise Cleveland-Leggett
      HUD Regional Administrator

     

    • Josué Rivera
      USDA State Director

     

    • Ismael F. Torres
      IRS

     

    Moderators:

    Scott Turner
    White House Counsel

     

     

    1:30pm – 2:30pm:
    Financing for your business.

    Panel of local on local lending programs to support small business goals.

     

    Moderator:
    Brenda Rodríguez, CPA
    Puerto Rico SBTDC

     

      • Adrian Franco
        Federal Reserve of New York CoDeFi

     

      • María de los A. De Jesús
        SBA District Office

     

      • Oriental Bank

     

      • Giovanna Piovanetti, Esq.
        COFECC CDC

     

      • Jorge Salichs, Esq.
        Salichs Law Group

       

      2:30pm – 2:45pm:
      Break

       

      2:45pm – 3:15pm
      Closing Remarks and Next Steps

      Summary of next steps, resources and relationships to benefit small businesses.

       

        • Ricardo Martínez, CPA
          Puerto Rico SBTDC Executive Director

       

        • Yvette Collazo
          SBA District Director

       

      3:15pm – 5:00pm
      Networking and Matchmaking
      (Sponsored by the Puerto Rico Department of Economic Development and Commerce)

       

    • Meeting with DEDC officials, potential investors and opportunity zones state experts to set next steps.
    • Matchmaking for commercial properties between Business Owners, Investors or Fund Managers and DEDC officials.

Register

Investor, Fund Manager or Developer

Business Owners

Financial Institutions

Contact

Phone: 787.763.6811
Toll Free: 1.888.300.7232 

Email: lead@prsbtdc.org

Address:
268 Ponce de León
The Hato Rey Center, Suite 1400
San Juan, Puerto Rico 00918

Event Location

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Partnership Program with the SBA, administered by the Inter American University of Puerto Rico. Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. PR-SBTDC programs and services are extended to the public on a non-discriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advanced, with Ivonne Negrón, 268 Ponce de León, The Hato Rey Center, Suite 1400, Hato Rey, Puerto Rico 00918. Tel. 787-763-6811. Language assistance services are available for limited English/Spanish proficient individuals.