Wednesday, May 9
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Council Meetings
7:30 a.m. – 4:00 p.m. (consult your Council agenda for specific details).
7:30a.m. – 8:30a.m.
General Session
Amory B. Lovins
Cofounder, Chairman and Chief Scientist, Rocky Mountain Institute
8:30a.m. – 9:00a.m.
Break
9:00a.m. – 10:15a.m.
Concurrent Sessions
Game Over . . . or . . . Overtime?
Estimates of $55B to $100B of loans are maturing this year on deals funded within the past decade when finance market conditions were more liberal. What are the prospects for those loans that are sub-performing and not readily refinanceable today? As these loans are approaching renewals, are lenders extending debt? Will CMBS enter the game? Or, are more foreclosures on the horizon and the game is over? Learn how owners and lenders are approaching these loans, and possible strategies for borrowers stuck with residential and commercial loans just before the end of the game.
Presenters:
Stephen L. Grant
Principal, Property Recovery Corporation
Ann A. Hambly
Co-Chief Executive Officer, 1st Service Solutions
What Is the Recipe for Community Development? Let’s Stir the Pot.
Is the appropriate stock urban, suburban, rural, and/or resort? Is it a mix of residential with a dash of retail, commercial, hospitality, schools, and healthcare? Do we season with rails, trails, greens or cyber fibers? Whose appetites must we satisfy? We know what we have done. What are we doing next? Hear industry leaders push beyond the obvious and move forward… and come ready to participate in this provocative culinary experience.
Moderator:
Mary C. Borgia
President, The Borgia Company
Discussion Leaders:
John (Jack) F.A. V. Cecil
President, Biltmore Farms, LLC
Perry J. Reader
President, Reader & Partners, LLC
W. Don Whyte
President, Kennecott Land
Mixed-Use That Has Transformed a City
We have all seen examples of successful mixed-use projects, but how many of them have actually transformed the way that a city approaches development? This panel will discuss three transformative projects in Charlotte that were precedent setting with the public and private sector’s approach to mixed-use development in the Charlotte area.
Moderator:
Debra D. Campbell
Planning Director, Charlotte-Mecklenburg Planning Commission
Discussion Leaders:
W. Clay Grubb
President, Grubb Properties, Inc.
Peter A. Pappas
President and Managing Partner, Pappas Properties, LLC
Monte Ritchey
President, The Conformity Corporation
Urban Innovation and District Councils: Successful Advisory Panel Programs Catalyze Change
This two part discussion will showcase District Councils that have formulated innovative solutions for sites in need of urban redevelopment. In these cases, ULI members have successfully used Technical Assistance Programs (TAPs) as a means for providing strategic land use advice. District Council members will describe the impact ULI has made in their regions and during round table discussions, members and staff share lessons learned and advice on how to replicate similar programs in other regions.
Moderator:
Cynthia A. McSherry
Coordinator, ULI Chicago
Discussion Leaders:
Stewart Gibbons
President, Gibbons Group
Reverend Manson B. Johnson, II
Holmon Street Baptist Church
Anthony S. Rimikis
Senior Vice President, Brandywine Realty Trust
Jon P. Talty
Chairman and Chief Executive Officer, OKW Architects, Inc.
Trustee Leadership Roundtable
Engage in a thoughtful discussion with ULI Trustees and your peers to learn from industry leaders about leadership tools, decision making in uncertainty, overcoming adversity, building a culture, and much more.
Discussion Leaders:
Douglas Abbey
Founder, ProLogis
Toni Alexander
President, InterCommunications, Inc.
James M. DeFrancia
Principal, Lowe Enterprises, Inc.
Robert E. Engstrom
President, Robert Engstrom Companies
John J. Healy, Jr.
Principal, Hyde Street Holdings, LLC
Kenneth W. Hubbard
Executive Vice President, Hines US
Susan Hudson-Wilson
Hawkeye Partners, LP
Gregory K. Johnson
President, Wright Runstad & Company
Alex Rose
Senior Vice President, Continental Development Corporation
10:15a.m. – 10:45a.m.
Break
10:45a.m. – 12:00p.m.
Concurrent Sessions
Full Court Press on Commercial/Apartment Debt: A Competitive Financing Debate
Funding sources aggressively fight for prime quality loan opportunities in gateway cities. Will the lenders play ball in other national markets including the Carolinas, the Midwest and the Sunbelt, too? Come hear a frank discussion on pricing parameters, sample deals and loan funding trends will be outlined within this diversified group of lenders seeking to finance office, retail, industrial and apartment properties.
Moderator:
Simon Ziff
President, Ackman-Ziff Real Estate Group
Discussion Leaders:
David D. Clark
Senior Vice President, Real Estate, Northwestern Mutual Life Insurance Co.
Glenn Grimaldi
Executive Vice President, HSBC
Kevin Pivnick
Managing Director, Deutsche Bank
Repositioning and Restructuring Retail
Following the biggest crash in consumption in modern history, coupled with increasing competition from on-line sales, the US is arguably left
with more retail space than demand warrants. Making things worse, technology is having major impacts on needs and design of retail space. Due to changing consumer tastes and preferences in live, work, and play environments, there is also demand for new or restructured retail. To understand these dynamics, the discussion leaders will share how they are revitalizing centers in their portfolios to respond to these changing technologies and consumer patterns.
Moderator:
Alan C. Billingsley
Head of Americas Research, RREEF Real Estate
Discussion Leaders:
Thomas Caputo
President, Equity One, Inc.
Michael Carroll
Chief Executive Officer and President, Brixmor Property Group
Robert L. Grossman
Principal, Deloitte Consulting LLP
Making ULI Work For You: How to Get the Most of Your ULI Membership
Learn how to make the most of your ULI membership whether you are a full member, associate, young leader, or student member. Resources and opportunities that are available to ULI members locally and globally will be presented during this interactive session.
Moderator:
Anthony Chang
Vice President, Cassidy Turley
Discussion Leaders:
Tadd M. Miller
Chief Executive Officer, Milhaus Development
Smedes York
Chairman, York Properties, Inc.
Urban Innovation and District Councils: Advancing Effective Public Private Partnerships
This two part discussion will showcase District Councils that have successfully informed public officials about the fundamentals of real estate
development and created a climate supportive of more public private partnerships. ULI members will describe how they made a difference in their regions, During roundtable discussions, attendees will have access to members and staff for advice on how to organize similar initiatives that included workshops, training and guidebooks.
Moderator:
Debra Z. Sydenham
Executive Director, ULI Arizona
Discussion Leaders:
Leslie V. Batchelor
Vice President, Center for Economic Development Law
John Breitinger
Vice President – Retail Advisory Services, NorthMarq
Kristen Keener Busby
Program Manager for Sustainability Services, Arizona Department of Transportation
Adam G. Engelskirchen
Director of Real Estate, The Presidio Trust
Urban Environments Built on Innovative Thinking
There are several components needed to create a great urban setting. For the past two decades, leaders in Uptown Charlotte have been carefully building the pieces of a strong urban center. This panel will discuss the timeline for adding residential, cultural, retail, and entertainment uses, as well as some specific efforts that have transformed the downtown.
Moderator:
Michael Smith
President and Chief Executive Officer, Charlotte Center City Partners
Discussion Leaders:
David Furman
Founder, Centro City Works
Ronald R. Kimble
Deputy City Manager, City of Charlotte
Noah Lazes
President, ARK Group
12:00p.m. – 1:00p.m.
Lunch
1:00p.m. – 2:15p.m.
Concurrent Sessions
Slam Dunk for Equity Dollars? Private vs. Public Money
Real estate equity is shooting for the best yield in markets where they can protect their investment. With record-low interest rates hovering in the mid-single digit range, investors are scrambling all over the financial courts looking for the easy shots. Are there any easy shots left? In the 2012 season, do they need to take more risks to be successful? The equity panel is a faceoff between private versus public funds, sparking a lively debate on pricing risk and reward in the income-property arena.
Moderator:
John M. Oharenko
Senior Vice President, Berkadia Commercial Mortgage LLC
Discussion Leaders:
Robert G. Byron
Founder and Managing Principal, Blue Vista Capital Partners, LLC
Bruce M. Johnson
Executive Vice President and Chief Financial Officer, Regency Centers Corporation
Jeffrey B. Torto
Managing Director, Managed Accounts Group, CBRE Global Investors
Rethinking Office
The use of office space is radically changing. Corporate occupiers are moving away from individual offices and cubicles to a more flexible and diverse approach to supporting a mobile workforce. What are the social, demographic, and organizational factors decreasing the demand for conventional office space? Will we ever need another office building? What building types and locations are most likely to succeed in the future? How will this impact urbanization? This session has all the answers.
Moderator:
David Lynn
Managing Director, Clarion Partners
Discussion Leaders:
Andrew P. Cohen
Chief Executive Officer, Gensler
Martha O’Mara
Co-Founder, Corporate Portfolio Analytics
Respondents:
Jerry Bernie
Vice President, Global Real Estate Strategy, American Express
Edmond A. Kavounas
Chairman, Rockwood Capital, LLC
Successful Cities: Why Quality Real Estate Development Leads to Successful Economic Development
Have you ever considered the key components that attract business to a certain city or submarket? Many times it relates to aspects of our built environment such as the airport, suburban and urban office product, or the diversity of living options. Come listen to business decision makers and leaders in real estate discuss the importance of these parts of Charlotte. Hear why development in Charlotte helped lure them here or how job attraction plays a key role in future development decisions.
Moderator:
John W. Harris
President and Chief Executive Officer, Lincoln Harris, LLC
Discussion Leaders:
Fernando Aguirre
Chairman, President and Chief Executive Officer, Chiquita Brands International Inc.
Bob Morgan
President and Chief Executive Officer, Charlotte Chamber of Commerce
Jerry Orr
Aviation Director, Charlotte Douglas International Airport
Inside Track to Careers in Real Estate: I’ve Survived the Great Recession, Now What?
Receive strategies and advice on building your real estate career over the next ten years. Come participate in a conversation on how to survive and learn from best practices and mistakes to take your career to the next level. The conversation will also explore industry trends and how they will affect your career.
Moderator:
Tracy Finch Dodson
Director of Economic Development, Charlotte Center City Partners
Discussion Leaders:
B. Palmer McArthur, III
Assistant Vice President, Wachovia Securities
Corinne T. Packard
Clinical Assistant Professor, Schack Institute of Real Estate, New York University
Stuart Profitt
Managing Principal, Profitt Dixon Partners
Urban Innovation and District Councils: Changing the Game for Communities
Learn how District Council programs have successfully helped their regions adjust to the changes in economic and demographic conditions affecting real estate. These programs include customized workshops for suburban mayors, ULI strategies for streamlining the permitting process, tactics for raising awareness with community opinion leaders and elected officials that the winners in the new economic paradigm will focus on regional competiveness. A panel of District Council members will describe how ULI has made difference in their three regions and during roundtable discussions, attendees will have access to members and staff for advice on how ULI can address similar issues in their regions.
Moderator:
Wayne K. Maiorano
Partner, Smith Anderson
Discussion Leaders:
Anne M. Fletcher
Principal – New York, Zyscovich Architects, PLLC
Laura Lee Garrett
Attorney, Hirschler Fleischer, P.C.
Erica Leatham
Of Counsel, Ballard Spahr LLP
Charles A. Long
President, Charles A. Long Properties
2:15p.m. – 2:45p.m.
Break
2:45p.m.– 4:00p.m.
Concurrent Sessions
Shark Tank
Shark Tank brings together real money and real deals with a celebrity panel of “sharks” to vet the deals and offer the audience a look behind the closed doors of an investment committee. The session will feature 2 to 3 investment proposals presented by real estate entrepreneurs who are seeking capital to a panel of investment professionals (“sharks”). The panelists will then critique the presentation using their experience and quick wit and possibly even express interest in an investment, if they so desire!
Sharks:
Cia Buckley
Partner, Dune Real Estate Partners LP
Jeff Friedman
Co-Founder, Mesa West Capital
John Z. Kukral
President, Northwood Investors
K. Jay Weaver
Managing Principal, Walton Street Capital, L.L.C.
What Markets Are Working and Why?
Each year, ULI’s Emerging Trends in Real Estate report includes a list of its “Markets to Watch.” Perennial choices include 24-hour coastal gateway cities, but many other smaller inland cities have also found a place on the list, for a variety of reasons. What characteristics do these cities have in common that may account for their success, despite very challenging economic conditions? What can ULI members learn from these cities that they can take back and apply to their own cities? Hear about experiences and draw some conclusions about what it takes to become the next new city on the list of markets to watch.
Moderator:
Thomas Murphy
Senior Resident Fellow, Urban Development, ULI-the Urban Land Institute
Discussion Leaders:
Colleen M. Carey
President, The Cornerstone Group
Gary S. Farmer
President, Heritage Title Company of Austin, Inc.
John J. Healy, Jr.
Principal, Hyde Street Holdings, LLC
Joseph Reidy
Partner, Ice Miller, LLP
Wellington Reiter
Senior Vice President, ASU Foundation
The Journey of Mass Transit
Charlotte has only just begun building its mass transit system. Some note the City has had great success in this area while others will tell you
keeping forward momentum can be daunting. Whether it be land use planning, financing, or operations the story has many angles. Join the panel discussion to hear about some of the successes, challenges, and lessons learned so far in the region’s transit journey.
Moderator:
Tina M. Votaw
Director of Transit Development, Charlotte Area Transit System
Discussion Leaders:
Natalie English
Senior Vice President, Public Policy, Charlotte Chamber of Commerce
John Muth
Deputy Director, Charlotte Area Transit System
Todd Noell
Principal, Noell Consulting Group
Don’t Just Change with the Times… Change the Times!
While most would say that the key to success in real estate, and in life, is identifying trends and timing your actions accordingly, the reality is that the greatest rewards go to those who change the times not those who just change with the times. What are the attributes of those who change the times? Join Lara Hodgson, nationally acclaimed speaker on innovation and creativity, entrepreneur and contrarian, in this interactive session in which you will learn tools and techniques to help you reframe challenges and drive breakthrough thinking for yourself and your team.
Discussion Leader:
Lara O. Hodgson
Founder, Chief Executive Officer, NOWaccount Network and Founder, Chief Executive Officer, Nourish Inc.
Urban Innovation and District Councils: Fostering Regional Cooperation
This discussion will showcase District Councils programs that leverage the unique capacity of ULI to convene land use stakeholders from the public, private and nonprofit sectors to foster development and implementation of regional strategies for land use and economic development. District Council members will describe how ULI members have created multijurisdictional forums to address regional challenges to long term goals of economic, social and environmental sustainability. In roundtable discussions, attendees will have access to members and staff for advice on how to organize three different approaches for ULI to foster multi-jurisdictional cooperation on land use and economic development issues.
Moderator:
Caren Dewar
Executive Director, ULI Minnesota
Discussion Leaders:
Kenneth Bowers
Deputy Planning Director, Department of City Planning, City of Raleigh
Carla Coleman
Executive Director, ULI SE Florida/Caribbean
Sean Davis
Principal, Morris & Ritchie Associates, Inc.
The Honorable James Hovland
Mayor, City of Edina
4:00p.m. – 4:30p.m.
Break
4:30p.m. – 5:45p.m.
General Session
James E. Rogers
Chairman, President and Chief Executive Officer, Duke Energy
6:00 p.m. – 7:30 p.m.
Cocktail Reception
Charlotte Cultural Complex
7:30 p.m. – 10:00 p.m.
Trustees and Leadership Dinner (Invitation Only)
