Team – OZI

THE PARTNERS

Kyle Wiese is the Founder and Managing Member of Opportunity Zone Investments (OZI). Through his career in economic development with the Thurston Economic Development Council, he built a passion for helping communities grow their wealth and expand their opportunities. During his time with the Thurston EDC, Kyle served as the Recruitment Committee Chair where he aligned public and private sector interests that resulted in the successful recruitment of medium to large scale businesses generating over 1,000 jobs in the South Puget Sound region of Washington State. When it came time to identify Opportunity Zones in Washington State, Kyle worked directed with the Washington State Department of Commerce and the Governor’s Office to identify and submit Qualified Opportunity Zones to the U.S. Department of the Treasury. Kyle currently sits on the Olympia Downtown Alliance Board of Directors and serves as their Chair of Economic Vitality. Kyle graduated from The Evergreen State College with an emphasis in Business & Economics and a minor focus on Urban Planning and Political Science. In his spare time, Kyle is an avid soccer player who plays for and helps manage the Oly Town Artesians, an amateur semi-pro soccer team located in Olympia Washington.

Kaylee is passionate about systems and processes being in place to help set a culture of care. She enjoys working with teams to create a culture that supports the core mission of the company and which drives retention rates upwards. Over the past ten years she’s worked with dozens of teams and businesses helping them achieve results in areas they’ve historically struggled in. She’s found that weaving the community and businesses together at a local level is essential to thriving in smaller economies. She’s held many leadership roles in the local business community over the years and currently is an active member in THINK a local investment group; as well as a investor in the local Thurston Economic Development Council. Kaylee’s grown in her professional career working with the SBA and the EDC as resources from PTAC to the training programs over the past decade and now is enjoying helping grow and promote the services they provide companies and communities. Kaylee began investing in real estate in 2011 in the multifamily space in Thurston County, WA. She enjoys purchasing distressed properties and pouring life love and design back into them. Her love of real estate, community development and people brought her to OZI. She’s excited to be working with communities at a local level to find QOF assets that could benefit from the Opportunity Zone Program.

Jim is a Professional Civil Engineer with over 37 years of experience in land development all over the State of Washington. He was a owner and principal of an engineering company in Tacoma for 35 years specializing in Planning, Engineering and Surveying before operating his current sole proprietor Engineering Company in Olympia.

Reid Bates is a business owner and commercial property investor in the South Puget Sound of Washington State. He has over 35 years of business experience in the corporate world as an executive with a Fortune 500 company and as a multi-franchise owner in recruiting and staffing. He has industry experience in banking, real estate development/investments, manufacturing and human resources.

Reid serves, or has served, on the boards of several civic and economic development organizations and a Director with Anchor Bank leading to its successful merger with 1^st Security Bank of Washington.

Reid is a graduate of Brigham Young University’s Marriott School of Business in Finance.

Bio coming soon…

OPPORTUNITY ZONE LEGAL & COMPLIANCE

Victoria Byerly serves as the firm’s 103 lawyer and a public finance attorney. Victoria has extensive tax experience representing state and local governments, education districts, public authorities and underwriters with structuring transactions, audit defense, post-issuance tax compliance issues and VCAP, arbitrage, private use, reissuance, audit defense, affordable housing finance, and exempt facilities financing.

In addition to her extensive tax experience, Victoria is experienced in matters involving constitutional law, the Public Records Act, Open Public Meetings Act, and representation before the U.S. Tax Court, and has years of experience with estate planning, estate tax planning, probate, trust administration and elder law, and representing businesses as general business and tax counsel. Victoria serves on the Tax Committee for the National Association of Bond Lawyers and contributed to written materials for the 37th Annual Bond Attorneys’ Workshop.

Victoria graduated from the University of Oregon School of Law where she was Research Assistant to B.A. Kliks Professor, Nancy Shurtz. She earned her LL.M. in Taxation from the University of Washington School of Law and received a B.A. from the University of Oregon in Political Science.

William Carleton represents:

- a variety of B2B and B2C web services;
- independent game studios founded by “A-list” industry veterans;
- startups with breakthrough graphics rendering technologies;
- a pioneering social VR venture;
- a robotics company innovating solutions for assistive care;
- a leading business intelligence platform for the cannabis industry;
- a social media agency; and
- a number of serial entrepreneurs and angel investors.

Bill’s three-decade legal career traces a pattern of favoring entrepreneurs and the investors and teams who back them.

In the 1990s, he started the first dedicated Internet practice group in Seattle. At the beginning of this century, Bill served a number of tech startups in-house and as a board director. Earlier in this decade, Bill assumed a leadership role in the startup financing ecosystem through his work with the Angel Capital Association (ACA) and that organization’s efforts to protect the accredited investor definition and expand the scope of Reg D, culminating in a visit to the White House in 2012 for the signing of the JOBS Act. Bill has since continued to serve the ACA as chair of its advisory council.

Bill is an active angel investor in tech startups, as well as in local Seattle “lifestyle” businesses under the theme of “Brown Sauce” (BBQ, whiskey and beer). A published poet, Bill is working on a volume of verse in traditional English meters about the way we live now.

Jordan Rood practices in the Real Estate & Capital Markets group at McNaul, where he focuses on the representation of institutional real estate investors, pension funds, private real estate and venture investment funds. He provides counsel on a wide range of real estate and corporate transactional matters, such as the purchase and sale of commercial real estate, securities offerings, corporate acquisitions, strategic relationships, joint ventures, fund formations, reorganizations, and governance.

Prior to joining McNaul Ebel, Jordan worked as associate general counsel at the Washington State Department of Financial Institutions, Securities Division, where he provided substantive review and commentary on registered and exempt securities offerings for numerous issuers, including REITs, pooled investment funds, business development companies, and startup companies. Jordan also drafted interpretive opinions and provided counsel on federal and state securities law issues regarding securities transactions, investment advisers, broker-dealers, and franchise matters. He draws directly on this broad experience in giving timely, focused, and practical advice to clients on transactional matters.

Jordan is an active member of the securities bar, and makes regular presentations regarding securities regulation, with a particular emphasis on transactions exempt from registration, including those under federal Rules 506(b) and 506(c) and Washington State’s crowdfunding exemption.

Jordan previously served on the Board of Directors for Washington Lawyers for the Arts (WLA), where he has been a member since law school.

OUR ADVISORS

Prior to being named Executive Director of the Thurston EDC in 2004, Michael served as the Vice-President of the Snohomish County Economic Development Council from 1992 – 2003.

Michael’s career has spanned over 20 years in economic development with an emphasis on rural economic development strategies, business recruitment and attraction, community development, and community growth strategies.

Michael currently serves on the boards of the following organizations and agencies: Thurston Chamber of Commerce, Pacific Mountain Workforce Development Council, Morningside, Thurston Regional Planning Council, and the Technical Advisory Committee for Foreign Trade Zone 216.

THE PARTNERS

Kyle Wiese

Kaylee Purcell

Jim Schweickert

Reid Bates

Perry Shea

OPPORTUNITY ZONE LEGAL & COMPLIANCE

Victoria S. Byerly

William Carleton

Jordan Rood

OUR ADVISORS

Michael Cade

Company

Opportunity zones

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