Advisors

Luke Pope — CPA

Tax Advisor
Principle – Real Estate
CliftonLarsonAllen, LLP

Luke has more than 13 years of experience advising clients in a wide spectrum of industries, with a heavy emphasis on assisting real estate businesses and their owners with tax planning, consulting and compliance. His real estate experience includes consulting related to New Market Tax Credits, Historic/Rehabilitation Tax Credits, Opportunity Zones, tax incentives and like-kind exchanges.

Luke has a Bachelor’s Degree for Administration in Accounting from McKendree University, as well as a Bachelor of Administration in Economics and Finance degree from McKendree University. Luke is a licensed Certified Public Accountant by the State of Missouri.

Luke serves as a senior advisor to Gateway on financial forecasting, complex entity structures for real estate projects, and tax implications for opportunity zones.

Matt Drinen — MBA

Director – New Market/Historic Tax Credits and Opportunity Zones
CliftonLarsonAllen, LLP

Matt serves as a TOP 25 specialty advisor to Gateway, specific to Opportunity Zone regulations and compliance.

Bachelors of Science in Finance and Commercial Real Estate – University of Missouri (Columbia, MO)
Masters in Business Administration (MBA) – Washington University (St. Louis, MO)

Brian Ross — MBA

Financial Advisor

Brian has over 20 years of experience in the development of major infrastructure projects, and is co-founder of InfaShares, a leading crowdfunding platformed specializing in private-public infrastructure projects nationwide.

Mr. Ross is a graduate of CalPoly with a BS in Construction Management, a graduate of Stanford University with a MSE in Construction Engineering, and has his MBA from Hass School of Business at UC Berkeley.

Mr. Ross has a class A Contractors License, is LEED AP certified and possesses FINRA Series 65 (Investment Advisor) and MSRB Series 50 Municipal Financial Advisor certificates.

Mr. Ross is a combat veteran serving as a platoon leader in Afghanistan and was awarded the Bronze Star.

His unique combination of experience in construction, engineering, and finance brings a highly valued talent, perspective, and analysis to Gateway’s advisory board.

Joseph Darby III – J.D.

Sullivan & Worcester

Jay is a Top 25 legal Advisor and has been with Gateway since its inception.

Jay was one of the early proponents of Opportunity Zones, and has been at the leading edge of the legislation and related tax incentives since they were first enacted in the Tax Cuts and Jobs Act in late 2017. He has spoken at over 25 regional and national conferences on the structuring of Qualified Opportunity Funds and Qualified Opportunity Zone businesses, and has helped form more than 50 successful Qualified Opportunity Funds thus far, ranging in size from small private transactions to transactions in the $200 million to $500 million range.

D., cum laude, Harvard Law School
S., magna cum laude, with Department of Honors in Mathematics, University of Illinois at Urbana-Champaign

We welcome the opportunity to discuss Gateway Opportunity Funds with you. Call us today:

864-GATEWAY (428-3929)

Gateway Opportunity Funds 11000 Riverview Dr. | St. Louis, Mo. 63138

DISCLAIMER

Gateway Opportunity Funds, LLC is organized and authorized under the laws of the State of Missouri Limited Liability Company Act, and is a qualified opportunity fund operating under current Federal Opportunity Zone Regulations as issued and updated by the IRS.

This is not an offer to sell nor a solicitation to buy securities of/in Gateway Opportunity Funds. Any investment in Gateway Opportunity Funds and only be through our current Private Placement Memorandum (“CPOM”). This offering has not been approved or disapproved or registered with the federal Securities and Exchange Commission or any state securities division. Investments in Gateway Opportunity Funds are available only to Accredited Investors as defined by the Securities and Exchange Commission. No Federal or state agency issued any notice as to the accuracy or adequacy of the CPOM or any other information contained herein. There may be limited liquidity in any opportunity fund investment.

No statements or documents contained herein are to be construed as Gateway Opportunity Funds providing legal, tax, investment or other professional advice. Please contact your own professional advisors to see how any investment in an opportunity fund may affect your individual situation.