ULI Fall Meeting Program (as of 10/28/2009)
ULI's Fall Meeting is the premier real estate industry event -the place where top leaders will meet to share survival strategies and solutions for dealing with today's issues, and hear about the trends and opportunities that will give them a competitive edge in the future.New this year-
- More opportunities to build relationships with prospective clients, business partners, and employers. This year's Fall Meeting program is designed to include roundtable discussions and interaction where you can talk strategy and prospects with investors, developers, consultants, architects, and brokers.
- Every session will offer specific take home value that you can apply to your business-real deals and on-the-ground solutions that you can use today, and the forecasts you need to take the right strategic direction in the future.
- Hear about the trends and how it will affect your bottom line from top experts on capital markets, financing, demographics, development, and what's next for real estate.
Wednesday, November 4
Product Council Meetings (Product Council members only)ULI Real Estate Academy and Market Trends
SHARPEN YOUR SKILLS IN ULI'S REAL ESTATE ACADEMY
Are you new to the business, changing careers, or looking to expand your skill set? ULI's Real Estate Academy includes workshops and session that will give you the how-to's and nuts and bolts you need to compete for new and different opportunities in today's market.
What are the Opportunities and How Can You Be First to Take Advantage of Them?
Ideal for the experienced industry professional, this series of focused sessions will help you make better decisions in specific market areas. Hear about real experiences and projects from expert practitioners. These sessions are designed to encourage interaction on what's working, what's not, and where the opportunities are.
Speed Learning Sessions
Got a few minutes? Learn a LOT. Back by popular demand, speed learning sessions will provide you with real information on real deals. No theory here!
- 9:45 a.m. - 10:30 a.m.
The Streets at SouthGlenn
A redevelopment of the former Southglenn mall in south Denver, The Streets at SouthGlenn is an urban lifestyle destination that builds on its neighborhood character to create a community with shopping, dining, living and working experiences. Learn how this redevelopment became a reality, as well as how the economic downturn affected the delivery and merchandising of the project.
Discussion Leaders:
David Bell, Associate Principal, Thomas Consultants, Inc.
Bryan McFarland, Principal-Development, Alberta Development Partners, LLC - 10:45 a.m. - 11:30 a.m.
Community Sustainability Index and the Sustainable Community of Tomorrow
The Community Sustainability Index (CSI) and the Sustainable Community of Tomorrow (SCOT) were created to help municipalities and developers monitor and develop more sustainable places that will better balance the needs of the individual, the community and the natural environment. Hear how these new tools can help you create more sustainable communities by decreasing our focus on material and energy consumption, placing greater focus on family, community, health, education, recreation, spiritual development and the natural environment.
Discussion Leader:
David W. Marks, President, Marketplace Advisors, Inc.
9:45 a.m.-11:00 a.m.
Real Estate Academy Concurrent Sessions- Real Estate Finance 101: The Basics
Learn the key components of the real estate deal and include real estate investment characteristics, investor issues, ownership and financing structures, and returns for various strategies. Participate in a focused deal structuring breakout session. Get a better understanding of financing throughout the development process and beyond.Discussion Leader:
Jay Rollins, President, JCR Capital - Deal Making 101: How to Land Your First Deal
Hear sage advice from successful entrepreneurs on how they got started and landed their first deal. See how they indentified an opportunity with a high probability of success and parlayed that into a successful business. Get insights into raising capital in troubled times, selecting partners, surviving without cash flow, and more. Hear the lessons learned that can help you avoid common mistakes.Moderator:
Jeff P. Helminski, Managing Partner, The Moravian CompaniesDiscussion Leaders:
Steve Dostart, President, Dostart Development Company, LLC
Steven R. Layton, Principal, LBA Realty
Tadd M. Miller, Principal, Milhaus Ventures - Real Estate Development Workshop: Fundamental Skills for Real Estate Development Professionals I (Part 1)
Financial Analysis
Lean step-by-step the process for developing the skills necessary to critically analyze a development project. The session will cover projecting and analyzing return on investment, the use of leverage, mortgage types and uses, and pro forma building and analysis.Instructor:
Alan Razak, Principal, Razak Company
Market Trends Concurrent Sessions
- What Retailers and Retail Developers Are Doing in a Stifled Economy
Focused on all aspects of the current retail environment, from the lack of sales activity to the difficulty in leasing retail space and the inability to attempt any land-up development, this session will explore what developers and retailers are doing to survive this dramatic downturn in the economy. Understand why the retail markets have collapsed and what will be necessary to bring them back to life.Moderator:
Gary A. Glick, Partner, Cox, Castle & Nicholson, LLPDiscussion Leaders:
Patrick S. Donahue, President and Chief Executive Officer, Donahue Schriber
Chris Hite, President, Coreland Companies
Stephen C. Hopkins, President and Chief Executive Officer, Hopkins Real Estate Group
Elise Jaffe, Senior Vice President, Dress Barn, Inc.
Donald P. Wright, Senior Vice President, Real Estate and Engineering, Safeway, Inc. - Housing and Innovation in the New Market Reality
In today's slow, unpredictable market, many of us are asking ourselves, "What can we do today that will make the biggest impact on our business tomorrow?" and "How can we come out on top when the market turns around?" Participate in a thought-provoking conversation that will explore how market leaders are rethinking, reinventing, and expanding their businesses to bring themselves through the slow market and prepare for its return and what that means for your business.Co-Moderators:
Beth Callender, Principal, Greenhaus
Peter F. Dennehy, Senior Vice President, Sullivan Group Real Estate AdvisorsDiscussion Leaders:
Adrian Foley, President, Brookfield Homes Southland
Brent E. Herrington, Vice President, DMB Associates, Inc.
Chris Waugh, Practice Lead, Consumer Experience Design, IDEO
11:00 a.m.-11:30 a.m.
NETWORKING BREAK IN THE EXPO11:30 a.m.-12:45 p.m.
Real Estate Academy Concurrent Sessions- Real Estate Finance 201: The Realities
This session builds upon Real Estate Finance 101 and goes into more depth. Learn about various sources and components of construction, mortgage, and equity financing. Understand the various stages of real estate mortgage financing, including special financing programs such as leases. Discuss in more detail a variety of debt and equity structures for developing and owning real estate. Get a better understanding of the financing alternatives and the price of debt and equity.Discussion Leader:
Stephen R. Blank, Senior Resident Fellow, ULI-the Urban Land Institute - Deal Making 201: Negotiations: What Works and What Doesn't
This accelerated mini-course covers the key points and highlights that are usually covered ULI's regular two day course. The instructor will provide a conceptual framework to effectively prepare for and participate in real estate workouts and related negotiations. This course begins with an introduction to core negotiation tactics and best practices and quickly moves into strategy and analysis. Highlights include: determining what is really being negotiated; knowing when and how to adjust negotiation strategy and style; examples to reinforce course concepts; and "cheat sheets" to help attendees who are naturally competitive or cooperative learn to understand the other party.Instructor:
Joshua Kahr, Principal, Kahr Real Estate Services - Real Estate Development Workshop: Fundamental Skills for Real Estate Development Professionals I (Part 2)
Site Selection and Due Diligence
The importance of insuring a sufficient due diligence period, securing the appropriate team members, and performing a thorough effort cannot be overstated. These steps provide the developer with the final opportunity to rescind the transaction before closing on the purchase. Learn how to avoid post-closing conditions that could destroy the viability and profitability of a project.Instructor:
Charles A. Long, President, Charles A. Long Properties
Market Trends Concurrent Sessions
- What Happens When Downtown Meets Capacity: Deal with Today's Mixed Use Realities with Tomorrow in Mind
Nationwide, reinvigoration of the urban core has increased demand for office development in central business districts. In many downtowns, space to meet this demand is at a premium. Through a series of case studies, this panel will explore strategies for supporting office development in land-constrained urban locations, such as San Francisco, Brooklyn and Vancouver.Moderator:
Dean L. Macris, Former Director of Planning, Planning Department, City of San FranciscoDiscussion Leaders:
Lawrence Badiner, Zoning Administrator, Planning Department, City of San Francisco
Thomas S. Conoscenti, Director of Real Estate, Downtown Brooklyn Partnership
Egon Terplan, Regional Planning Director, San Francisco Planning and Urban Research Association (SPUR)
Brent Toderian, Director of Planning, Planning Department, City of Vancouver - Business as Usual in an Unusual Business Environment: How Housing Developers are Financing Workforce Housing
Learn from exemplary workforce housing case studies on how to successfully design and fund mixed-income developments in high-cost communities.Moderator:
F. Barton Harvey, III, Former Chairman, Enterprise Community PartnersDiscussion Leaders:
Sean Burton, President, CityView
Alicia Glen, Managing Director, Urban investment Group, Goldman, Sachs & Company
Ron Moelis, Chief Executive Officer, L&M Development Partners, Inc.
12:45 p.m.-1:30 p.m.
LUNCH ON YOUR OWN
Concessions will be available in the Urban Land Expo1:30 p.m.-2:45 p.m.
Real Estate Academy Concurrent Sessions- Real Estate Finance 301: Raising Capital in Today's Economy — Strategies and Deal Points
Building upon Real Estate Finance 101 and 201, hear investors, lenders, and developers discuss strategies for raising capital given the challenges of today's economy. Learn how capital providers are working with borrowers who are revamping business models or starting new ventures in preparation for the turnaround. See actual term sheets and deal structures with institutional money sources and learn how they were negotiated.Moderator:
Richard B. Peiser, Professor of Real Estate Development, Harvard Graduate School of DesignDiscussion Leaders:
Richard Caldwell, Executive Vice President and Chief Lending Officer, Pacific National Bank
Chip Douglas, Managing Director, Bay North Capital
Thomas J. Powell, Chief Executive Officer, ELP Capital
John Protopappas, President and Chief Executive Officer, Madison Park Financial Corporation - Using the Downturn to Become an Entrepreneur
The current economic crisis has created considerable financial challenges for many throughout the real estate industry, but has also provided tremendous opportunities for those willing to take the ultimate risk of branching out on their own. Has the downturn created the chance of a lifetime for you to become an entrepreneur? This timely discussion will focus on the decisions facing new entrepreneurs, including how to find your niche, source initial capital, balance life needs with entrepreneurial risk, and be successful.Moderator:
Joshua Myerberg, Vice President, Morgan StanleyDiscussion Leaders:
Everett R. Dowling, President, Dowling Company, Inc.
Jeffrey A. Dritley, Managing Partner, Kearney Real Estate Company
Bruce H. Burkard, Principal, Four Corners Properties, LLC
Matthew B. Slepin, Managing Partner, Terra Search Partners - Real Estate Development Workshop: Fundamental Skills for Real Estate Development Professionals II (Part 1)
Structuring the Deal to be Profitable
The way a transaction is structured at the outset has a direct impact on the profitability of a project. The probability of achieving the project's financial goals can be enhanced by the way in which the deal is structured. This session will teach you the key elements involved in structuring the successful development project.Instructor:
Wayne Falbey, Associate Professor and Program Chair, Huizenga School of Business
Market Trends Concurrent Sessions
- Private/Public Partnerships: Keeping the Wheels in Motion
What is happening with large-scale public/private urban mixed-use projects that were conceived and negotiated, in part, before the downturn and credit crisis? Developers and public agency officials share the ideas and best practices they are using as they work together to keep these deals alive and moving forward.Moderator:
Thomas Murphy, Senior Resident Fellow, ULI-the Urban Land InstituteDiscussion Leaders:
Stephen C. Hopkins, President, Hopkins Real Estate Group
Jim Madaffer, President, Madaffer Enterprises
Michael D. Underhill, Chief Investment Officer, Capital Innovations, LLC - New Directions in Second Home and Resort Communities: Creative Solutions for (Promising) New Market Realities
During the worst market collapse in a generation, the best and brightest of the industry are taking the opportunity to reinvent. Emergent developers will share four fresh and innovative solutions that are representative of new thinking that will transform the industry.Moderator:
Adam F. Ducker, Managing Director, RCLCO/Robert Charles Lesser & Co.Discussion Leaders:
James Chung, President, Reach Advisors
Brian De Lowe, Director of Acquisitions, Latin America, The KOR Group
Kimberly Slicklein, Chief Executive Officer and Founder, Enclave Rising
2:45 p.m.-3:00 p.m.
NETWORKING BREAK IN THE EXPO3:00 p.m.-4:15 p.m.
Real Estate Academy Concurrent Sessions- The Horizontal Shuffle: Repositioning to Profit in Turbulent Times
As real estate continues to deleverage at an unprecedented rate, uncertainty abounds and many prominent companies and seasoned real estate professionals are reinventing their respective business models and incorporating existing skill sets into new forms of commerce. With change, outside-the-box opportunities emerge. Learn from industry leaders as they share how they are reinventing themselves to 'survive and thrive' in turbulent times. Learn how this group of financiers and developers are successfully making the 'horizontal shuffle.'Moderator:
Patricia R. Healy, Principal, Hyde Street Holdings, LLCDiscussion Leaders:
Jesse Blout, Managing Principal, Strada investment Group
Steven N. Fayne, Managing Director, Citi Community Capital
Stuart Z. Shiff, Principal, DivcoWest Real Estate Services - Careers in Real Estate
Seeking a career in real estate? This session is intended for those 35 and under, featuring a dynamic panel of ULI leaders, executive recruiters, academics and young professionals to share their experiences and give up-to-the-minute advice for the best opportunities in the current employment marketplace.Moderator:
Michael P. Buckley, Director, MSc in Real Estate and Center for High Density Development, Columbia UniversityDiscussion Leaders:
Richie Butler, Senior Vice President, National Development, CityView
Jonathan Geanakos, Co-Head, Real Estate and Hospitality, Houlihan, Lokey, Howard & Zukin
David L. Leininger, Chief Financial Officer, DART
Stephen Navarro, President, The Furman Company
John Ropes, Principal, Ropes Associates
Alex Rose, Principal, Continental Development
Lynn Sedway, Executive Managing Director, Sedway Group/CBRE
John M. Walsh, III, President, TIG USA - Real Estate Development Workshop: Fundamental Skills for Real Estate Development Professionals II (Part 2)
Project Entitlement
Entitlement includes project permitting, growth management and land use regulations, as well as such concepts as sustainable development, smart growth, green development, and compact urban mixed-use development. The entitlements process may be the most rapidly changing part of the real estate development process today. Everyone in the development field, regardless of their experience, needs updating on a regular basis.Instructor:
Daniel B. DeLisi, Principal, DeLisi Fitzgerald, Inc.
Market Trends Concurrent Sessions
- Entertainment-Led Regeneration: Myth or Reality
Popular destinations within a city are those that physically and emotionally reflect the local region and its citizens. The inclusion of entertainment-driven programming allows new developments to become appealing public districts that attract residents and visitors in large numbers, thus creating a dynamic and successful project that brings new life to the area. The inclusion of entertainment venues allows the regeneration of the city to be sustained. Learn about recent successes in creating sustainable places that provide a complete experience for everyone.Moderator:
Donald W. Goodman, Executive Vice President, Walt Disney Parks and ResortsDiscussion Leaders:
Richard Poulos, Executive Vice President, The Jerde Partnership
Michael S. Rubin, President, MRA International
John H. Semcken, III, Vice President, Majestic Realty Co.
Ted Tanner, Executive Vice President, Anschutz Entertainment Group - From Recession to Recovery: Paradigm Shifts in Senior Housing Models
How have senior housing products evolved over the past several decades, and how are they expected to change in response to the needs of the aging baby boomer generation? A panel of leading experts will explore these questions from a product development approach, also examining the role of sustainability and technology on the future of senior living development.Moderator:
Frank J. Rockwood, Principal, Davos Development Senior Living Services, LLCDiscussion Leaders:
Philip J. Downey, Jr., AICP, former Senior Vice President of Strategy and Research, Sunrise Senior Living, Inc.
Mark Francis, Senior Product Marketing Manager, Independent Living, Intel Digital Health Group
Jerry D. McDevitt, AIA, Principal, Mithun
4:30 p.m.-6:00p.m.
Opening General Session- Welcome Remarks
Joseph E. Brown, Chairman, 2009 ULI Fall Meeting and Urban Land Expo Local Committee, and Group Chief Executive, Design+Planning, AECOM
The Honorable Gavin Newsom, Mayor, City of San Francisco
Global Economic Outlook
Bill Emmott is one of the world's most informed and articulate voices on business, globalization and political economy. This well-respected journalist and writer spent 26 years at The Economist, the world's leading current affairs weekly, thirteen of them as editor-in-chief. Come hear how the issues of today are shaping the economy of tomorrow- Introduction
Harvey Green, President and Chief Executive Officer, Marcus & Millichap
- Keynote Speaker
Bill Emmott, Former Editor-in-Chief, The Economist
6:00p.m.-7:30p.m.
COCKTAIL RECEPTION IN THE EXPOThursday, November 5
Hear About Trends from the People Shaping ThemULI Stan Ross Real Estate Trends Conference
Get a "big picture" view of what is happening in the real estate industry. General Sessions and programs are designed to give attendees a front-row perspective of what is happening in the industry today and the trends they can expect for the future.
8:00 a.m.-9:15 a.m.
Morning General Session- ULI Chairman's Report
Jeremy Newsum, Chairman, ULI, and Executive Trustee, the Grosvenor Estate, Grosvenor
- Is That a Light I See at the End of the Tunnel? Economists, Investors and Developers Talk about What's Going on Today and Thoughts for Tomorrow
Leading economists, developers and investors will engage in a lively discussion of short-term outlook for the real estate industry and what that means to the various players. The session will build on Bill Emmott's comments the previous evening, bringing it down to real estate and how one will survive and prosper during the next two to three years.
Introduction:
Joel Cohn, Managing Principal, Reznick Group, P.C.Moderator:
Gadi Kaufmann, Managing Director and Chief Executive Officer, RCLCO/Robert Charles Lesser & Co.Presenter:
Kenneth T. Rosen, Chairman, Fisher Center for Real Estate and Urban Economics, Haas School of Business, University of California Berkeley
Raymond G. Torto, Chief Economist, Research and Consulting, CB Richard EllisDiscussion Leaders:
Michael Fascitelli, Chief Executive Officer, Vornado Realty Trust
Charles B. Leitner, Global Head, RREEF Alternative Investments
George Marcus, Chairman, Marcus & Millichap; Chairman, Essex Property Trust
9:00 a.m.-11:00a.m.
Advisory Services Project Analysis Sessions- Pier 70, San Francisco
Pier 70 is one of the largest redevelopment opportunities in San Francisco Bay. This PAS session will examine a variety of redevelopment approaches. - Old Spanish Trail, Houston
This PAS session will examine revitalization and urban infill opportunities for this 2 mile commercial corridor southeast of downtown Houston.
- Real Estate Finance 101: The Basics
- 2:00 p.m.-4:00p.m.
Advisory Services Project Analysis Sessions- Del Norte BART Station, El Cerrito, CA
This PAS session will explore strategies for a mixed-use, Transit Oriented Development (TOD) including redevelopment of existing commercial buildings.
Speed Learning Sessions
Got a few minutes? Learn a LOT. Back by popular demand, speed learning sessions will provide you with real information on real deals. No theory here!- 9:30 a.m. - 10:15 a.m.
RedevelopmentFrom Brown to Green to Gold: Visitacion Valley Mixed Use TOD RedevelopmentJoin a lively discussion of the site history, remediation program and community driven planning process behind this centerpiece of San Francisco's newest Redevelopment Project Area. Plans for the 20-acre brownfield site include 1,250 residential units, with 25% set aside as affordable, as well as three parks and 105,000 sf of neighborhood serving retail, including a grocery store. The site is also adjacent to the last two stops of the $750 million T-Third MUNI light rail line and the Bayshore Caltrain station, making it a textbook model for transit oriented development. Special attention will be paid to discussion of the alignment of interests on the public and private sides of the deal, as well as the environmental liability transfer structure employed to manage environmental risk.
Discussion Leaders:
Allan Abshez, Shareholder, Greenberg Traurig
Stuart L. Miner, Principal, Brownfield Partners
Jonathan Scharfman, Development Director, Universal Paragon Corporation - 10:30 a.m. - 11:15 a.m.
Vanderbilt Health at One Hundred Oaks: Adaptive Re-useBy combining medical care with a retail shopping, restaurant and entertainment destination, a dying shopping mall in Nashville, Tennessee has been successfully revived as Vanderbilt Health at One Hundred Oaks. Come hear about this cutting-edge mixed-use adaptive reuse concept and the lessons learned.
Discussion Leaders:
Steven P. Johnson, Executive Vice President, Gresham, Smith & Partners
Frank Mihalopoulos, Principal, Corinth Properties
Cyril Stewart, Director of Planning and Space Management, Vanderbilt University Medical Center - 11:30 a.m. - 12:15 p.m.
The New Asian Investor in the US: Opportunities and Pitfalls With the emergence of Asian investment interest in US real estate, what are some of the key issues that today's investors face when they enter the US market? What is the basis for their investment strategy, what are the real and perceived areas of opportunity, as well as challenges and pitfalls? Join our discussion leaders in a lively discussion on the full spectrum of business issues that the current wave of Asian investors face when they broaden their investment horizon across the Pacific.Moderator:
Rebecca Quah, Senior Director, Client Development-Asia, CB Richard EllisDiscussion Leaders:
Ginny Fang, Director, China SF, San Francisco Center for Economic Development
EC Liu, Partner, Faustus Capital
David Noravian, Vice President, Capital Markets, CB Richard Ellis
Leonard X. Rosenberg, Partner, Real Estate Practice, Mayer Brown, LLP
Lawrence P. Varellas, National Tax Managing Partner, Real Estate Industry, Deloitte Tax LLP - 2:45 p.m. - 3:30 p.m.
Stories from the Trenches - Habersham Town CenterWith vacancy rates at the Habersham Town Center development in Habersham, South Carolina at an alarming 72 percent, the developer and homeowners were concerned that their vision for a vibrant, mixed-use town center was not going to become a reality. Learn how LiveWorkLearnPlay's team of experts were brought in and successfully turned around the Habersham Town Center during the last 12 months. The development of a revised master plan and business plan coupled with their successful Targeted Leasing & Casting (TLC) and Community Drivers & Animation (CDA) programs have led to one of the most successful leasing campaigns in South Carolina during the current economic climate, creating a fully revitalized Habersham Town Center and continued residential development at Habersham.
Discussion Leader:
Robert Spanier, Vice President, LiveWorkLearnPlay LLP
9:30 a.m.-10:45 a.m.
Concurrent Sessions- The Demographics of the Next Decade: Pent Up Demand is Building — How Will the World Be Different After the Downturn?
Demographics are the foundation of real estate decision making. Population, household income, migration characteristics and trends determine the level and location of demand for new housing and retail space. Growth and composition of the labor force strongly influences the success of office and industrial properties. This session will explore changing demographic trends and their implications for real estate. Learn how these important changes in demographic and consumer preferences will impact the quantity, type and location of emerging needs for new real estate development as the economy resumes growing.Moderator:
Lynn Thurber, Chairman, LaSalle Investment ManagementDiscussion Leader:
Deborah L. Brett, President, Deborah L. Brett & Associates
James Chung, President, Reach Advisors
James H. Johnson, Director of the Urban Investment Strategies Center, Kenan-Flagler Business School, University of North Carolina - Making the Best from Distressed Opportunities
A wave of bad loans and foreclosures may be on the horizon, but, for the astute investor, this may also be the time during which fortunes are made. Explore many of the potential opportunities that are or may soon be available, including the acquisition of distressed loans, real estate owned (REO) properties and pools of residential mortgages, potential opportunities that may present themselves in connection with Commercial Mortgage Backed Securities and the impact of governmental programs such as the Public-Private Investment Program.Moderator:
Bruce E. Prigoff, Partner, Cox Castle NicholsonDiscussion Leader:
Donald P. Coleman, Senior Vice President, Midland Loan Services, Inc.
Richard K. Hollowell, Managing Director, Alvarez & Marsal Real Estate Advisory Services, LLC
Shlomi Ronen, Managing Director, Carlton Advisory Services, Inc. - The Obama Stimulus Plan: An Engine for Urban Development
An unprecedented amount of Federal funding was authorized by Congress earlier this year to generate jobs, stimulate our economy and make strategic investments in technology to reflect a new economy hat increasingly focuses on "green" jobs and sustainable activities. How is this money being invested in the private and public sectors? What is the short- and long-term impact of the American Recovery and Reinvestment Act and subsequent investment on infrastructure projects, real estate, livability and sustainability.Moderator:
Jennifer Hernandez, Partner, Holland & Knight, LLPDiscussion Leader:
Jeffrey F. Boothe, Partner, Holland & Knight, LLP
Kate Howard, Senior Fiscal and Policy Analyst, Mayor's Office, City of San Francisco
David S. Kim, Deputy Assistant Secretary for Government Affairs, U.S. Department of Transportation
Daniel C. Maldonado, Senior Policy Advisor, Holland & Knight, LLP - Understanding Regional Growth Patterns and Their Impact on Planning and Development
Planners and developers constantly try to predict where regional growth will occur, aiming to channel the appropriate land use policy and infrastructure investment resources to facilitate responsible, sustainable, well-balanced growth. This case study-based session will explore state-of-the-art methods to predicting where, when and how regions will grow. Indeed, the research suggests that it is possible not only to predict when a new core will be needed in a region, but also the character of that core, paving the way for effective regional planning to efficiently and responsibly accommodate the employment, housing, educational, recreational, and civic needs of the growing regionModerator:
Gregg T. Logan, Managing Director, RCLCO/Robert Charles Lesser & Co.Discussion Leader:
Glen Bolen, Vice President, Fregonese Associates, Inc.
Robert J. Grow, President, Grow & Bruening, PC
Eneas Kane, President and Chief Executive Officer, DMB Associates, Inc.
Mark Winkleman, President, MGS Realty Partners - Western Trailblazers Dialogue: How Industry Leaders are Dealing with Today's Economic and Political Realities
The ongoing growth in the western United States has brought new opportunities and new challenges-from the megalopolis world city of Los Angeles to rural Montana to the Desert Southwest. This panel of western experts discusses what's ahead for the West and how states and regions fare in the areas of water, energy, population growth, and sustainability.Moderator:
Peter Calthorpe, Founder and President, Calthorpe Associates
Steven Diebenow, Principal, Rock Creek CapitalDiscussion Leaders:
Michael Kinsley, Senior Consultant, Rocky Mountain Institute - Role of Green In Real Estate: Managing Risk and Finding Rewards In Green Building
Green building and sustainable development intuitively seems like the right thing to do but does it make financial sense, especially in today's economy? Learn how to evaluate the value added aspects of green building, analyze emerging performance metrics, avoid unnecessary and costly pitfalls and ensure your next project outpaces the competition for years to come by effectively incorporating green characteristics without breaking the bank.Moderator:
Jeffrey D. Masters, Partner, Cox Castle & NicholsonDiscussion Leader:
Scott R. Muldavin, Executive Director, Green Building Finance Consortium
Philip S. Payne, Chief Executive Officer, Babcock & Brown Residential, LLC
Kirk A. Sykes, President, Urban Strategy America Fund - The Presidio Trust: A Model for Leveraging Public Funds
The Presidio Trust was established in 1998 with the mission of investing federal funds to convert a former army base into a financially self-sufficient community and national park by 2013. Learn about the reasons for the creation of this unique federal agency, its strategies, successes and lessons learned that have resulted in a positive NOI. Be part of the discussions on the applicability of the Presidio model, in whole or in part, for other public properties and public/private partnerships.Moderator:
Jeffrey Deis, Chief Operating Officer, The Presidio TrustDiscussion Leaders:
Adam G. Engelskirchen, Director of Real Estate, The Presidio Trust
Craig Middleton, Executive Director, The Presidio TrustPanelists:
James R. Musbach, Managing Principal, Economic Planning Systems, Inc.
Valerie Santos, Deputy Mayor for Planning and Economic Development, District of Columbia - " US-Asia Cross-Border Investments: Inside and Out
The US-Asia link has emerged as an exciting source for real estate deal-making in the context of current market dynamics. US investors are looking at markets in China for appreciation, Japan for scale and SE Asia for innovation; Asian investors are searching global markets for trophy assets, favorable cap rates and diversification. While spotting the good deals is one thing; making them happen is another matter. Join our panelists to explore current real estate issues and opportunities for investors stradling the US and Asia.Moderator:
Christopher J. Brooke, Chief Executive Officer and President-Asia, CB Richard EllisDiscussion Leaders:
Albert Chan, Director of Planning and Development, Shui On Development
Barry Hirschfeld, President, Asia Investment Partners
Christopher E. O'Brien, Managing Director, Peninsula Real Estate Capital Advisors
Rong Ren, Chief Executive Officer, Harvest Capital Partners
Simon Treacy, Chief Executive Officer, MGPA-Asia
9:45 a.m.-11:00 a.m.
Concurrent Session- Chinese Cities: The Next Wave
Beyond Shanghai and Beijing, Chinese cities are on the rise. Though many of these cities are lesser-known to audiences outside of Asia, they are major centers of population, industry, commerce and culture. Already encompassing millions of residents per city, the next wave of Chinese cities are hot spots for urban development as they will need to incorporate the projected population shift from rural areas into urban centers. As such, there is much potential for the implementation of cutting-edge technology and sustainable urban planning strategies. This session features key decisionmakers from Chinese cities currently grappling with these complicated issues.
Moderator:
David Nieh, General Manager of Planning and Development, Shui-On LandDiscussion Leaders:
Ellen Lou, Associate Partner, Skidmore, Owings & Merrill LLP
Steven Townsend, Senior Vice President and Regional Director, HOK10:45 a.m.-11:15 a.m.
NETWORKING BREAK IN THE EXPO11:15 a.m.-12:30 p.m.
Concurrent Sessions- The Evolution of Healthcare Real Estate
Over the past decade, healthcare real estate has evolved into an institutional asset class within the context of commercial real estate. As hospital systems and life science companies have looked to monetize existing real estate assets (hospitals, medical offices, and life science/R&D offices) and expand into new facilities, they have turned to the commercial real estate industry as a partner and facilitator of transactions. This session will provide you insights on investments and developments in the healthcare real estate sector, the unique needs of the tenancy that occupies these buildings, and the factors that will continue to influence the growth of the sector in the future.Moderator:
Jeffrey H. Cooper, Executive Managing Director, Savills GraniteDiscussion Leaders:
Gig Codiga, Associate Director, Real Estate, Genentech Inc.
James F. Flaherty, Chairman and Chief Executive Officer, HCP, Inc.
Todd Lillibridge, President, Lillibridge Development Company
Ross J. Raneri, National Director of Healthcare Design Design and Corporate Vice President, Leo A Daly
Kathryn E. West, Vice President of Real Estate and Facilities, Partners HealthCare System, Inc. - The New Consumer Part I: Resorts and Leisure
What is happening to the psyche of resort, second home and hospitality consumer, and what will they want, expect and demand on the other side of the downturn? How is the loss of so much of their wealth during the market's meltdown likely to impact their long-term views and attitudes about vacationing in general, and the purchase of resort second homes? Who is the consumer going to be once this depressed stage of the business cycle is over? Experts will share their data and predictions regarding future demand for resort second home and hospitality segments. They will dissect demographic data and delve into changing consumer preference and behavior patterns of Baby Boomers and Generations X and Y to offer a peek into the future of resort and leisure real estate.Moderator:
Peter S. Rummell, Principal, Rummell CompanyDiscussion Leaders:
Diana B. Permar, President, Permar, Inc.
Michael S. Shannon, Managing Director, KSL Capital Partners
Jim Taylor, Vice Chairman, Harrison Group, Inc. - The New Era of Real Estate Turnarounds
In today's challenging economy, it is essential to think differently in your approach to improving the performance of your existing real estate assets or developing successful future real estate projects. When it comes to positioning, planning, implementation and governance of real estate, a proper combination of the right mix of uses, differentiated project positioning and a focus on net realizable cash flow opportunities while mitigating against current and future risk is leading the way towards market recovery. Come listen to industry leaders of real estate “workouts”, banking, positioning, planning and the development sector who will provide effective strategies, fresh perspectives, fundamental approaches and creative ideas to our current real estate climate that have proven to be extremely successful over the past 25 years, and throughout the current market conditions.Moderator:
Max Reim, Managing Partner and Principal, LiveWorkLearnPlay, LLPDiscussion Leaders:
Seth Bland, Principal, Wilson Meany Sullivan
Julie Brinkerhoff-Jacobs, President and Chief Executive Officer, Lifescapes International, Inc.
Colleen Edwards, President, EMC Creative
Kenneth Gaitan, Senior Asset Manager, Bank of America - All Talk? Where are the REAL Land Deals?
The downturn in residential real estate and the broader economic recession has provoked feverish talk about opportunities in distressed residential land. With few transactions and seemingly unending economic turmoil, has the opportunity been more talk than reality? How are land transactions being accomplished in today's tough economic environment, and how might this change in the near- and long-term? Who are the buyers and sellers that will make the market? What are current and prospective deal terms for equity and (elusive) debt? Where are the money-making opportunities today in residential land? This session will explore a variety of perspectives from investment, development and home building sectors and provoke alternative approaches to the debate.Moderator:
Richard M. Gollis, Principal and Founder, The Concord GroupDiscussion Leaders:
Peter J. Fioretti, Chief Executive Officer, Mountain Funding
Steven Magee, Senior Vice President of Land Management, iStar Financial Company
Laurence K. Pelosi, RBC Capital Markets
Albert Z. Praw, Chief Executive Officer, Landstone Communities, LLC
Gregory J. Vogel, Chief Executive Officer, Land Advisors Organization - Global Power City Index-2009: Ideas for Attracting Business and Investment to Cities
The Global Power City Index ranks the strengths and weaknesses of 35 global cities and reveals the key indicators that attract global companies and creative people to cities. Hear more about this new tool that could revolutionize urban redevelopment around the world and learn how it can apply to your business.Moderator:
Takayuki Kubo, Researcher, Institute for Urban Strategies, The Mori Memorial FoundationDiscussion Leaders:
Richard Bender, Professor Emeritus, Department of Architecture, University of California, Berkeley
Hiroo Ichikawa, Dean, Professional Graduate School of Governance Studies, Meiji University
Sina Kim, Researcher, Mitsubishi Research Institute
David Malott, Senior Associate Principal, Kohn Pedersen Fox Associates PC
Hiroo Mori, Senior Managing Director, Mori Building Company, Ltd - Downturn Demographics; Repositioning for Today's West
The national recession and real estate downturn are leading to uncharted territory for some regions accustomed to decades of rapid population growth. What does it mean for a real estate recovery if population growth is slowing or possibly reversing in markets like Phoenix, Las Vegas, and California's Inland Empire?Moderator:
Laudan S. Raissi, Partner, Coblentz, Patch, Duffy & Bass LLP
Discussion Leaders:
Hans P. Johnson, Associate Director of Research and Senior Fellow, Public Policy Institute of California
Jeffrey S. Meyers, Principal, Meyers Builder Advisors
Ioanna T. Morfessis, Ph.D., President and Chief Strategist, IO.INC - Green Retrofit: What Is Making This the Wave of the Future?
Learn from the team at the Empire State Building how they designed and are implementing the first multi-faceted energy efficiency retrofit program backed by a performance guaranteed contract. Transparent as to the process and numbers, the replicable program reduces energy use by 38 percent, saves $4.4 million annually, with a three-year payback.Discussion Leaders:
Caroline Fluhrer, Consultant, Rocky Mountain Institute
Robert C. Lieber, Deputy Mayor for Economic Development, City of New York
Anthony E. Malkin, President, Malkin Holdings
Ray Quartararo, International Director, Jones Lang LaSalle
Paul H. Rode, Project Executive, Solutions, Johnson Controls, Inc. - Managing the Risks of Investing in China
Hear from Chinese experts their real-world experiences deploying capital into real estate in China, managing assets and exiting. Common mistakes and pitfalls will also be highlighted, as well as their thoughts on successful real estate investment in China.Moderator:
George Agethen, Head of Capital Raising and Business Development, Harvest Capital Partners LimitedDiscussion Leaders:
Christopher J. Brooke, Chief Executive Officer and President-Asia, CB Richard Ellis
Justin Chiu, Executive Director, Cheung Kong (Holdings) Limited, and Chairman, ARA Asset Management
Ian Hawksworth, Managing Director, Capital & Counties, and Director, Liberty International
Rong Ren, Chief Executive Officer, Harvest Capital Partners Limited - (Public Officials Only Program) Roundtable Discussion: Green Tools for Government
The current political and cultural landscape brings myriad regulations and tools to impact how local and regional governments address climate change. Attend this session to discuss new tools with experts and get a grasp on some of the key legislation, incentives, technical assistance, and recognition programs that can help your community proactively address climate change impacts.Discussion Leaders:
Lynne Barker, Program Director, STAR Community Index, ICLEI-USA
Gary Binger, Lecturer, University of California at Berkeley
Ann Cheng, Senior Planner, TransForm
Kathleen A. Garcia, Principal, Wallace Roberts & Todd, LLC
Sophie Lambert, Director, LEED for Neighborhood Development, U.S. Green Building Council
Aaron Lande, Advocacy and Policy Coordinator, U.S. Green Building Council
John F. Williams, National Director, Management Consulting, HDR
12:30 p.m.-1:15 p.m.
LUNCH ON YOUR OWN
Concessions will be available in the Urban Land Expo1:15 p.m.-2:30 p.m.
General Session- ULI Foundation Report
James D. Klingbeil, Chairman, ULI Foundation, and Chairman and Chief Executive Officer, Klingbeil Capital Management
- Capital Markets: Where Are We Now and Where Are We Going
Hear the views of our outstanding panel of experts on the current status of the global real estate investment sales, debt and equity markets. Are the markets turning for the better? What are the impediments to recovery and where are the opportunities?Introduction:
Jeffrey A. Barclay, Managing Director and Head of Acquisitions, ING Clarion PartnersModerator:
Joseph F. Azrack, President and Chief Executive Officer, Apollo Global Real EstateDiscussion Leaders:
Roy H. March, Chief Executive Officer, Eastdil Secured
Hamid Moghadam, Chairman and Chief Executive Officer, AMB Property Corporation
Alexander Otto, Chairman and Chief Executive Officer, ECE
Ronald R. Pressman, President and Chief Executive Officer, GE Capital Real Estate
Darrell Wheeler, Managing Director and Head of Global Securitized Strategy, Citigroup Global Markets
1:15 p.m.-2:30 p.m.
- (Public Officials Only Program) Roundtable Discussion: New Partners, Real Projects: Lessons Learned from Partnering with Private Developers
How can your community creatively leverage private investments, even in a challenging market? Are there ways to support private development investment in your community without "giving away the store?" How can you best position your community for the economic recovery? Join a discussion with public and private project managers who have been there and made projects work.Discussion Leaders:
Adam Engelskirchen, Director of Real Estate, The Presidio Trust
William K. Fleissig, President, Communitas Development, Inc.
A. Jerry Keyser, Chairman of the Board, Keyser Marston Associates, Inc.
Charles A. Long, President, Charles A. Long Properties
Amy Neches, Manager Project Area Planning and Development, San Francisco Redevelopment Agency
Robert A. Thompson, Partner, Sheppard Mullin Richter & Hampton, LLP
2:45 p.m.-3:45 p.m. Concurrent Session
- Shanghai: Looking Forward
San Francisco and Shanghai share a Sister-City relationship that will celebrate its 30th year anniversary in 2010. With this special anniversary coinciding with the Shanghai World Expo in 2010, the 2009 ULI Fall Meeting in San Francisco provides an opportune moment to trace Shanghai's spectacular trajectory over the past decades into a future that exemplifies and champions the spirit of modern-day China. This session reflects on the history of Shanghai's urban development, and shares the vision of what is to come in the next chapter of Shanghai's growth. In the words of the Shanghai World Expo motto - what is Shanghai's vision of a "better city" that moves us towards a "better world"?
Discussion Leaders:
Michel St. Pierre, Director of Planning and Urban Design, Gensler
Jay Xu, Director, Asian Art Museum of San Francisco2:45 p.m.-4:00 p.m.
Concurrent Sessions- Four Forecasts for Real Estate Markets
Hear from the leading research companies about their views of how market fundamentals, vacancy, and rent growth will unfold. A lively debate about the consensus and the outliers.Moderator:
Douglas M. Poutasse, Executive Director, NCREIF
Discussion Leaders:
Asieh Mansour, Chief Economist and Strategist, RREEF Alternative Investments
Kenneth T. Rosen, Chairman, Fisher Center for Real Estate and Urban Economics, Haas School
of Business, University of California Berkeley
Jon Southard, Principal, Torto Wheaton/Research
Bret R. Wilkerson, Chief Executive Officer, Property & Portfolio Research - The New Consumer Part II: Primary Housing, Multifamily and Master-Planned Communities
The housing market downturn, now in its third year, has been the most punishing cycle since the great depression. Those who will survive the downturn have made the necessary adjustments and are now turning their attention to forward planning - what will the new customer look like. How has the downturn shaped consumer preferences and needs, and how have consumers' buying and renting patterns shifted during the downturn? This session will delve into demographic and preference changes that will shape homebuyers' and renters' view of the world and attitudes . . . what will they want, expect and demand from housing providers on the other side of the downturn?Moderator:
Randall W. Lewis, Executive Vice President, Lewis Group of CompaniesDiscussion Leaders:
Mitchell Brown, Executive Vice President, Kisco Senior Living
Shyam Kannan, Vice President and Director of Research and Development, RCLCO/Robert Charles Lesser & Co.
Sandra Kulli, President, Kulli Marketing
J. Walker Smith, Ph.D., Executive Vice Chairman, The Futures Company; President, Yankelovich MONITOR
Chris Waugh, Practice Lead, Consumer Experience Design, IDEO - Beyond the Highway Trust Fund: How We Will Fund Infrastructure and What It Means for Real Estate
With traditional methods of paying for new transportation infrastructure hitting the skids, developers will be more involved than ever in helping to bridge the gap between needs and resources. This panel will explore evolving approaches to paying for infrastructure, and examine how to put real estate and infrastructure deals together to work for both sides.Moderator:
David L. Leininger, Chief Financial Officer, DARTDiscussion Leaders:
Gregory B. Carey, Managing Director, Goldman Sachs
James J. Curtis III, Managing Partner, Bristol Group, Inc.
Stanton C. Hazelroth, Executive Director, California Infrastructure and Economic Development Bank
Steven O. Palmer, Vice President, Van Scoyoc Associates, Inc. - What Makes a World-Class City: Investment Opportunities for the Future
Leading west coast planning directors share the vision, strategies and priorities that have helped position their cities as leaders in public/private investment, innovative neighborhood planning, transit-oriented development, and implementable sustainability programs. The presentation is followed by an interactive discussion where the development community can learn about the next generation of urban opportunities.Moderator:
Amanda Burden, FAICP, Chair, New York City Planning Commission, and Director, Department of City PlanningDiscussion Leaders:
Susan Anderson, Director, City of Portland Bureau of Planning and Sustainability
William R. Anderson, Director of City Planning & Community Investment, City of San Diego
John S. Rahaim, Planning Director, City of San Francisco
Diane Sugimura, Director of Planning and Development, Department of Planning and Development, City of Seattle
Brent Toderian, Director of Planning, Planning Department, City of VancouverHost:
Stephen Engblom, Global Director of Master Planning, AECOM Design+Planning - Sustainable Communities in the West –Challenges on the Edge
How will the increasing focus on climate change and sustainability inform master-planned communities at the edge? Regional concepts developed by 60 of the West's brightest will be presented, and discussed in light of rapid changes occurring in economics, climate change, policy and demographics. An outlook towards emerging concepts and potential opportunities coming out of the current downturn and into the next stage of growth will conclude the discussion.Moderator:
Gayle Berens, Executive Director, ULI-Center for Balanced Development in the WestDiscussion Leaders
Bert Gregory, FAIA, President and Chief Executive Officer, Mithun
James Heid, Founder, UrbanGreen, LLCRespondent:
James B. Hogan, ASLA, General Manager, ValleyCrest Design Group/HRP Studio - The Impact of "Green" Regulation on the Real Estate Community
Whether related to the stimulus or to climate change, cities and states have continued to pursue legislation which reshapes entitlements and redefines building regulations. Energy benchmarking, revolving loan funds, and zoning regulations are creating a new investment landscape. What do these requirements mean for existing properties? Do the sticks come with carrots? Do these regulations effectively move the sustainability needle?Moderator:
Jonathan F.P. Rose, President, Jonathan Rose CompaniesDiscussion Leaders:
Rohit T. Aggarwala, Director, Office of Long-term Sustainability, City of New York
Bill Miller, Principal Regulatory Analyst, Customer Energy Efficiency, Pacific Gas and Electric Company
James F. Murley, Director, Center for Urban and Environmental Solutions, Florida Atlantic University and Chairman, State of Florida Energy and Climate Commission
Johanna Partin, Director of Climate Protection Initiatives, City of San Francisco
Roger Platt, Senior Vice President, Global Law and Policy, U.S. Green Building Council Phillip M. Williams, Vice President of Technical Systems and Sustainability, Webcor Builders - Sustaining Growth in Asia: Innovative Models
Many of Asia's governments have the funds to nurture innovative programs that inspire sustainable growth, environmental awareness and green habits. Across Asia there have been pockets of sustainable innovation that not only have driven economic growth but also have improved local cultures and the standard of living. With rapid urbanization and tremendous population growth, innovative development models in Asia can be looked toward as models of innovation for development in other countries.Moderator:
Scott Dunn, Regional Managing Director, SE Asia, AECOMDiscussion Leaders:
Albert Chan, Director of Planning and Development, Shui On Development
Cheong Koon Hean, Chief Executive Officer, Urban Redevelopment Authority of Singapore
Peter R. Ryder, Chief Executive Officer, Indochina Capital Corporation
Nicola Villa, Senior Director, Public Sector Practice, Internet Business Solutions Group, Cisco Systems, Inc.
Christopher L. Yoshii, Senior Vice President, Economic Planning, AECOM
Paul Zimmerman, Founding Member, Designing Hong Kong Limited - The Public/Private Partnerships Behind Successful Workforce Housing Developments
Developers and their public sector partners discuss the innovative partnerships that led to the successful production of workforce housing.Co-Moderators:
J. Michael Pitchford, President and Chief Executive Officer, Community Preservation and Development Corporation
Richard Rosan, President, ULI FoundationDiscussion Leaders:
Ross Graves, Managing Partner, ASW Realty Partners
Geona Shaw Johnson, Director, Department of Housing and Community Development, City of Charleston
Kent Johnson, Vice President, The Beach Company
Alex Potente, Managing Director, Housing and Development, Eagle County Government
3:50 p.m.-5:00 p.m.
Concurrent Session- Engaging in Urban Development in China: Local Success Stories
Chinese cities are facing massive urbanization and will be investing heavily in infrastructure projects. Many seek collaboration with US companies to utilize the latest urban planning strategies to maximize sustainability. This panel will highlight case studies of San Francisco-based companies that have successfully entered the Chinese market. From the experience of their respective projects, they will share lessons on how to engage in this rapidly growing market.Moderator:
Meg Utterback, Partner, Pillsbury Winthrop Shaw Pittman, LLPDiscussion Leaders:
Michael Duncan, Director, Skidmore Owings & Merrill, LLP
Jeffrey Heller, President, Heller Manus
Steven Townsend, Senior Vice President and Regional Director, HOK
Steve Weindel, Principal, Gensler
4:00 p.m.-4:30 p.m.
NETWORKING BREAK IN THE EXPO4:30 p.m.-6:00 p.m.
General Session- ULI CEO Report
Patrick L. Phillips, Chief Executive Officer
- Emerging Trends in Real Estate® 2010
What does the future hold for real estate investment and development? Emerging Trends in Real Estate® is a trends and forecast publication, now in its 31st edition, that addresses this question using insights from hundreds of industry leaders. Emerging Trends, undertaken jointly by the urban Land Institute and PricewaterhouseCoopers, is the most highly regarded and widely read forecast report in the real estate industry. Emerging Trends in Real Estate® 2010 provides an outlook on U.S. investment and development trends, real estate finance and capital markets, property sectors, metropolitan areas, and other real estate issues. The report will be released at the ULI Fall Meeting in San Francisco, and this session will provide an overview of the findings and a lively discussion on trends and issues from a response panel of top industry leaders.Introduction:
Robert K. Ruggles, Principal, PricewaterhouseCoopersModerator:
Stephen Quazzo, Chief Executive Officer, Transwestern Investment CompanyPresenters:
Stephen R. Blank, Senior Resident Fellow, ULI-the Urban Land Institute
Charles H. Fedalen, Jr., Executive Vice President and Group Head, Real Estate Banking Group, Wells Fargo
John S. Hagestad, Managing Director, Sares-Regis Group
Jonathan Miller, Principal Author, Emerging Trends in Real Estate® 2010; Consultant, PricewaterhouseCoopers
Constance Moore, President and Chief Executive Officer, BRE Properties, Inc.
David J. Reilly, President and Chief Executive Officer, Cornerstone Real Estate Advisers
Friday, November 6
How to Get Deals Done TodayOn Thursday we will have heard what trends are impacting the industry. On Friday we will learn how to take those trends and turn them into business deals. We know that some deals are being made today and there are signs of "green shoots" in the economy. The questions are how, how big, and where. This day of programming will focus on learning what deals are out there, how people are getting them done, and how attendees can make deals, too. Case studies of actual deals recently done or under development will be the focus of the day. These sessions will allow for group discussions in round tables after the facts are presented.
8:00 a.m.-9:00 a.m.
General Session
- Presentation of the 2009 ULI Global Awards for Excellence
Joseph E. Brown, Chair, ULI Global Awards Jury, and Group Chief Executive, Design+Planning, AECOM
- The Morning After: How the Icons Are Making It Through the Downturn
Join us as the leaders of the real estate industry share how they are taking all the lessons learned during this downturn into a new paradigm for doing business now and going forward. Learn how you can apply their lessons to your business.Moderator:
Jeremy Newsum, Executive Trustee, the Grosvenor Estate, GrosvenorDiscussion Leaders:
Joseph E. Brown, Group Chief Executive, Design+Planning, AECOM
Gerald D. Hines, Chairman and Owner, Hines
James D. Klingbeil, Chairman and Chief Executive Officer, Klingbeil Capital Management
Robert B. McLeod, Chairman and Chief Executive Officer, Newland Communities
9:00 a.m.-10:30 a.m.
NETWORKING BREAK IN THE EXPO9:15 a.m.-10:30 a.m.
Concurrent Sessions- Successful Partnerships that Survive the Business Cycles
Partnerships in real estate are as commonplace as are the business cycles that influence performance. It is interesting to study partnerships that withstand the tests of time to create companies with enduring excellence. This session provides you a chance to meet the founders of four Bay Area companies each started more than 20 years ago, and study the ways each adapted to the only real constant: change.Moderator:
Luis A. Belmonte, Partner, Seven Hills PropertiesDiscussion Leaders:
Douglas D. Abbey, Founder, AMB Property Corporation
Michael Covarrubias, Chairman and Chief Executive Officer, TMG Partners
James J. Curtis III, Managing Partner, Bristol Group, Inc.
Ronald C. Nahas, Partner, Rafanelli and Nahas - HUD's Neighborhood Stabilization Programs: Are the Deals Happening?
The U.S. Department of Housing and Urban Development's new Neighborhood Stabilization Program (NSP) channels nearly $6 billion to turn around communities imperiled by the foreclosure crisis. It provides developers and local agencies with opportunities and incentives to rehabilitate and build new projects in target areas, emphasizing economically and environmentally sustainable community development and energy efficiency improvements. Now that the NSP is nearly one year into its 18 month duration, HUD, local cities and developers will weigh in how much impact have individual NSPs have had on target communities and current opportunities to take advantage of the program and its incentives.Moderator:
Janine Cuneo, Vice President, ULI Terwilliger Center for Workforce HousingDiscussion Leaders:
Stanley Gimont, Director, Office of Block Grant Assistance, U.S. Department of Housing and Urban Development Ramon Mendez, Director of Technical Assistance and Training, Enterprise Community Partners
Craig S. Nickerson, President, National Community Stabilization Trust
Carol J. Ornelas, Chief Executive Officer, Visionary Homebuilders
Chris Pahule, Assistant Director, Sacramento Housing and Redevelopment Agency
- Trading Energy for Cash: Reducing Operating Costs Through Wise Portfolio Management
Energy typically represents the most easily managed cost in buildings and is the focus of a new series of real estate business practices. From green leases to energy service contracts, from building commissioning to benchmarking, owners are reducing operating costs and maximizing building performance. Learn how the strategic management of energy and resource efficiency can save you money and increase asset value.Moderator:
Cecelia Bonifay, Esq., Chair, Sustainable Development Practice, Akerman SenterfittDiscussion Leaders:
John J. Christmas, Senior Vice President, Hannon Armstrong
Steven R. Colvin, Senior Vice President, Property Management, Boston Properties
Drury B. Crawley, Team Lead, Commercial Buildings, U.S. Department of Energy
Susan E. Fine, President, Oases Development
Scott Henderson, Director of Finance, Clinton Climate Initiative
Bob Hinkle, President and Chief Executive Officer, Metrus Energy, Inc.
David L. Pogue, National Director of Sustainability, CB Richard Ellis, Inc.
Sabina Shaikh, Senior Lecturer, University of Chicago - Public/Private Partnerships in a Recessionary Economy: What Deals are Moving Forward?
President Obama's economic recovery package is making an unprecedented investment in the development of public infrastructure and facilities, providing enormous incentives and previously underutilized opportunities for well-positioned private sector developers. Hear about the privatization of specific public purpose development projects from experts who have had "hands on" experience with these projects.Moderator:
Robert A. Thompson, Partner, Sheppard, Mullin, Richter & Hampton, LLPDiscussion Leaders:
Frank J. Baltz, Senior Vice President, Edgemoor Real Estate Services
David Madway, General Counsel, Sheppard, Mullin, Richter & Hampton, LLP
G. Melody Pickett, Corporate Counsel, Flatiron Construction Corporation - Re-energizing Resorts for a Rebound
Where did all the second-home buyers go? New primary research recently conducted on the high-end second-home buyer will be presented here for the first time. A panel of authorities in product mix, programming, hospitality, strategic partners, club membership retention, incentives and promotions will respond to the findings of this study with strategies to rethink, repackage and restart existing resorts around the new priorities of the second-home buyer.Moderator:
Toni Alexander, President and Creative Director, InterCommunicationsDiscussion Leaders:
Harry H. Frampton, III, Managing Partner, East West Partners
Thomas F. Harrison, Principal, Colony Capital
Dennis W. Hillier, Shareholder, Real Estate, Greenberg Traurig, LLP
David P. Howerton, President, Hart Howerton
Homi Vazifdar, Managing Director and Chief Executive Officer, Canyon Equity LLC
Brooke Warrick, President, American Lives - Post-Industrial Can Mean Regeneration … Especially on the Waterfront
Welcome to the waterfront-where long-term value makes pre-development investment irresistible, even in a downturn! Making wonderful places for people in these settings demands special expertise with a wide range of building types, highly demanding entitlements, building over and next to water, sharing revenues, balancing transportation, security and public access. Learn how experts from around the globe have met and overcome these obstacles, to create value and some of the world's most dynamic and successful waterfront redevelopments that positively impact public life.Moderator:
John H. Alschuler, Chairman, HRA Advisors, Inc.Discussion Leaders:
Christopher E. Glaisek, Vice President, Planinng and Design, Waterfront Toronto
Joshua Kahr, Principal, Kahr Real Estate
Cathy J. Simon, Design Principal, Perkins + Will - How to Maximize Value with Distressed Loans: Myths, Magic and Money-Making
Learn how to maximize distressed loans' value for lenders and buyers and creatively transfer real property or facilitate the assignment of a promissory note. Understand how in certain situations a receiver can insulate and protect transactions for lenders and buyers. Learn how lenders and special servicers are impacting the workout and foreclosure process. Also learn how to create maximum recovered value with minimal litigation risk and understand how to maximize value through title insurance and pooling servicing agreements.Moderator:
Taylor B. Grant, Court Appointed Receiver, Founding Principal, California Real Estate ReceivershipsDiscussion Leaders:
Michael Lesser, Managing Director, Eastdil Secured, LLC
Richard Ormond, Shareholder, Buchalter Nemer
Curt Spaugh, Senior Vice President, Helios AMC, LLC - Alternative Financing: Leveraging Federal Funds to Creatively Finance Your Deals
Looking to finance your deal? Many Federal tax credit, loan programs, bond programs and incentives have been given new life by the American Recovery and Reinvestment Act. Hear how investors and developers are using programs, such as Tax credits, Build America Bonds and HUD loans, to close the financing and equity gap on their projects. Learn how these resources could help you creatively finance your deals.Moderator:
Elizabeth M. Seifel, President, Seifel ConsultingDiscussion Leaders:
Gary P. Downs, Partner, Pillsbury Winthrop LLP
Lynn Jacobs, Director, California Department of Housing and Community Development
Margaret S. Salazar, Chief of Insured Production, Office of Multifamily Housing, Western Region, U.S. Department of Housing and Urban Development
Charles R. Werhane, Chief Executive Officer, Enterprise Community Investment, Inc. - Retrofitting Offices to be Green and Energy Efficient: Practical Approaches
How exactly do you retrofit? How do you know how much, how little to do? What works in leased space, whole buildings? There is no mystery! Come hear the straightforward steps taken by different types existing offices-large and small, leased and owned. Learn how to optimize building performance, tenant/employee satisfaction, and financial return. You will leave the session with a clear understanding of the process and how to initiate a retrofitting program of your own. This is applicable to many types of buildings!Moderator:
Leanne Tobias, Managing Principal, Malachite, LLCDiscussion Leaders:
Michael Bangs, P.E., Director of Facilities, Adobe Systems
Richard Bartholomew, FAIA, AICP, Principal, Director of the Philadelphia Office, WRT/Wallace Roberts & Todd, LLC
David Eichler, Senior Vice President, LCOR Incorporated
Nathan D. Taft, Director of Acquisitions, Jonathan Rose Companies
10:30 a.m.-11:00 a.m.
NETWORKING BREAK IN THE EXPO11:00 a.m.-12:00 a.m.
Concurrent Sessions- Berkeley-Emeryville Retail: New Models for Development
Berkeley and Emeryville have developed great retail districts, from Berkeley's Fourth Street and Gourmet Ghetto to Emeryville's major mixed-use entertainment and retail centers at Bay Street and EmeryBay and the East BayBridge power center, areas that have grown out of the existing neighborhoods in which they are located. Hear from the developers and city officials who realized these regional destinations for shopping, entertainment and dining and learn how these deals were done.Moderator:
Frank L. Fuller, FAIA, Principal, Field Paoli ArchitectsDiscussion Leaders:
Michael J. Caplan, Director of Economic Development, City of Berkeley
P. Eric Hohmann, Vice President, Madison Marquette
Patrick D. O'Keefe, City Manager, City of Emeryville
Denise Pinkston, Partner, TMG Partners
David Trachtenberg, Principal, Trachtenberg Architects - Deals for Transforming Industrial Areas into Residential Neighborhoods
Many American cities are looking to their industrial land as potential locations for meeting their housing needs. Hear how cities are transforming underutilized industrial areas into complete neighborhoods and the role of the developer in making this process a success.Moderator:
John S. Rahaim, Planning Director, City of San FranciscoDiscussion Leaders:
Dan Falcon, Senior Vice President, McCormack Baron Salazar
Dan Murphy, Principal, UrbanGreen Devco, LLC
Stephanie Shakofsky, Executive Director,Center for Creative Land Recycling
Diane Sugimura, Director of Planning and Development, Department of Planning and Development, City of Seattle - Development Deals Using Community Benefits Agreements
Community benefits agreements can generate win-win development: profitable projects that attract further investment as well as revitalize whole neighborhoods by creating real opportunities for local residents. Developers and community leaders who have negotiated community benefits agreements share how the projects evolved, what they learned from the process, and suggestions for making community benefits approaches to development work for everyone.Moderator:
Cindy Chavez, Executive Director, Working Partnerships USA
Discussion Leaders:
Roberta Achtenberg, Economic and Workforce Development Consultant, Lennar Corporation
Julian Gross, Director, Community Benefits Law Center - The Green Quotient in Institutional Investment
Climate change is now at the center of the corporate Social Responsibility agenda and risk management challenges are routinely evaluated by the investment officers of institutional investors and public corporations. How are these risks being evaluated in real estate investments? How are leading investors internalizing trends in the insurance industry and proactively establishing new investment practices and project requirements?Moderator:
Daniel M. Cashdan, Co-Head Investment Banking HFF Securities L.P., Holliday Fenoglio Fowler, L.P.Discussion Leaders:
Alan C. Billingsley, Director, RREEF
Larry Burnette, Senior Manager, Global Real Estate Portfolio, Cisco
Thomas F. Darden, Chief Executive Officer, Cherokee
Alice LeBlanc, Director, Environmental and Economic Consulting
Scott R. Muldavin, Executive Director, Green Building Finance Consortium
Donald Wise, Chief Operating Officer, Metzler Realty Advisors, Inc. - Retrofitting Western Cities with Transit: Learning from Los Angeles
Regions across the West are investing in transit as a tool to reposition, reshape, and remain competitive in the 21st century. Hear from public and private sector experts as they talk about the evolutionary transit experiment underway in Los Angeles and what implications this might have for other western regions.Moderator:
Marilee A. Utter, President, Citiventure Associates, LLCDiscussion Leaders:
William Fulton, Principal, Design, Community & Environment
Neal Payton, Principal, Torti Gallas and Partners
Daniel A. Rosenfeld, Senior Deputy Director for Economic Development, Sustainability and Mobility, Los Angeles County Board of Supervisors - Private Equity and Opportunity Funds: What Role Will They Play in an Increasingly Distressed Market
The current commercial real estate environment is creating lots of distress for property owners and lenders alike. How are private equity and opportunity funds preparing to take advantage of the growing levels of distress? How are these players managing their existing funds, and how difficult is it to raise new capital in the current environment? Where are the opportunities in distressed debt vs. distressed property sales? To what degree will private equity investors help to define the bottom/floor to pricing in the current market?Moderator:
Scott Farb, Managing Principal, Reznick Group, P.C.Discussion Leaders:
Robert L. Gray, Jr., Senior Managing Director, Rockwood Capital, LLC
Marc Perrin, Managing Director, Starwood Capital Group
Charles P. Toppino, Managing Director, Square Mile capital
Jeffrey N. Weber, Senior Managing Director, Eastdil Secured - Reuse and Repositioning of Office Buildings and Corporate Campuses: Economics, Design and Sustainability
Between 2001 and 2008, office building shell and core costs rose almost 100 percent during a time when office building rents were declining significantly after the dot com bust and slowly increased only to stall in 2008. This last office investment cycle produced a significant number of innovative projects focused on the repositioning and reuse of existing office buildings and corporate campuses rather than new development. Reuse and repositioning is likely to be the way through the next cycle as well. Explore the design, economics and sustainable features of four of the most innovative of these repositioning projects and learn how those deals happened, what worked, what did not and how to apply the lessons learned to the future.Moderator:
Susan Taymor Sagy, Managing Partner, W3 PartnersDiscussion Leaders:
Michael D. Freeman, Executive Vice President, McCarthy Cook & Company
Richard B. Hayes, Vice President, Leasing, McCarthy Cook
Timothy D. Jaroch, Managing General Partner, David Nassif Associates
Ted Korth, Partner, Korth Sunseri Hagey Architects
Mike L. Sanford, Senior Vice President, Lowe Enterprises
David Varner, AIA, Vice President, SmithGroup
12:15 p.m.-1:15 p.m.
Closing General Session- Announcement of the 2010 Fall Meeting and Urban Land Expo
Robert M. Pinkard, Chairman, ULI Washington, and Principal, The Pinkard Group
The Honorable Adrian M. Fenty, Mayor, District of Columbia
Excellence: Continuing the Search
2007 marked the 25th anniversary of the publication of one of the most influential business books ever written: Tom Peters and Bob Waterman's In Search of Excellence. Today Peters revisits and boldly extends the ideas that helped make In Search of Excellence a watershed event in both business and publishing.- Keynote Speaker
Tom Peters, Author, In Search of Excellence
- Del Norte BART Station, El Cerrito, CA
