Welcome [s3.amazonaws.com] · 2019-10-17 · Welcome It’s a pleasure to welcome you to the 2019...

Welcome

It’s a pleasure to welcome you to the 2019 P3 Higher Education Summit.

Public-private partnerships (P3s) are delivering essential infrastructure on campuses across the country. As some higher education institutions face challenges in finding ways to enhance their capacity to fund and construct major expansion or even maintain needed infrastructure, many are looking to P3s as an opportunity to facilitate growth.

Over the next two days you will find a program that explores how P3s are addressing some of our most significant campus infrastructure challenges. Through plenary sessions, panel discussions, workshops, and roundtables; this year’s agenda digs into financial, technical, and legal considerations we must make when evaluating a public-private partnership.

At this year’s Summit you will find a program with over 125 experienced and incredible speakers. These public and industry leaders, P3 experts, and owners will help us all better understand the value proposition of P3s, the principles behind successful partnerships, and how the delivery model is being used to maintain and improve our nation’s higher education infrastructure.

We encourage you take advantage of the opportunities available at P3 Higher Education Summit to connect with others and let new partnerships grow. You will find that many attending share similar campus improvement challenges, and others who have found viable solutions are here to share what they did. Numerous networking events have been incorporated into the agenda, and we hope you are able to make the most of these sessions and meet with many of the delegates in attendance.

Thank you for joining us this year. And a very special thank you to all speakers, sponsors, and event partners. We hope the next few days are a unique and rewarding experience that helps you meet all of your P3 business, educational, and networking objectives.

Sincerely,

The P3 Higher Education Summit Team

General Information

Overview Through a series of keynotes, panels, and diverse networking opportunities, the P3 Higher Education Summit will focus on alternative delivery education, financing solutions, pro-curement methodologies, and innovative ways partnerships are developing campus infra-structure around the country. This year’s agenda is designed for those exploring alternative project delivery and examines where P3s and other methodologies can be applicable, and how they can be used to save money and time when dealing with large-scale project up-grades, repairs, and facility maintenance.

Main Hall and Concurrent Sessions All sessions are open to the general audience. We encourage you to attend as many as you can and interact with our speakers as they discuss the latest approaches, tools, and strate-gies for public-private partnerships.

Please view the complete agenda in this guide or our event mobile app for more information.

P3 Higher Education Summit Expo Hall The P3 Higher Education Summit will host exhibitors sharing information about their orga-nizations, products, programs, and services. Networking breaks and meals will all take place in the Expo area.

We invite you to spend some of your free time at the Expo and talk with our exhibitors, as well as meet with some of our presenters, panelists, sponsors, and event partners.

Registration Desk (Harbor Ballroom) The P3 Higher Education Summit registration desk is located in the Harbor Ballroom Foyer on the second floor of the Grand Hyatt Hotel.

Registration and help desk hours are:

• Wednesday, October 23: 4:00 PM – 8:00 PM • Thursday, October 24: 7:00 AM – 7:00 PM • Friday, October 25: 7:00 AM – 4:00 PM

Please check your registration materials and confirm that you have received the proper meeting credentials: a badge, badge holder, lanyard, and a welcome bag.

General InformationName Badges Name badges must be worn at all times. Your name badge is your ticket to all sessions and meal functions. If you lose your badge, please visit the registration desk for assistance.

Attire Business professional attire is recommended for the duration of the summit.

Mobile Devices Please be courteous to all presenters and silence your mobile devices. Charging stations for your phones and tablets are available in various locations on the summit floor.

Photography and Video Recording We may be filming and photographing portions of the summit. These photographs and vid-eo recordings may be used on our website, YouTube channel, Twitter feed and other social media, in publications, and elsewhere.

Social Media We encourage you to upload your photos and share your experiences with others. Remem-ber to use the hashtag #p3highered to connect with our larger audience. And please follow us on Twitter for event updates.

Medical Needs Hotel Emergency Telephone Number: 55

Nearest Hospital Scripps Mercy Hospital | 4077 5th Avenue, San Diego, CA 92103 | (619) 294-8111

Nearest Pharmacy Ralph’s Pharmacy | 101 G St, San Diego, CA 92101 | (619) 237-7660 | Open: 8AM–9:30PM

Summit Wi-Fi Complimentary wireless Internet is available and provided by our sponsor ACC.

Network: p3highered Sponsored by:Password: education

7:00 AM – 9:00 AM Registration, Check-In, Exhibitor Set-UpHarbor Ballroom Foyer

7:30 AM – 8:45 AMP3 101 Breakfast for Higher Ed Representatives Harbor Ballroom G Sponsored by: AIAI

9:00 AM – 9:30 AM Summit Opening: Nathan Brostrom, Interim Chancellor of UC Merced Harbor Ballroom A+B+C

9:30 AM – 10:15 AM The Future of Higher EducationHarbor Ballroom A+B+C

10:15 AM – 11:00 AM Trending for Success: Delivering What Today’s Students Really WantHarbor Ballroom A+B+C

11:00 AM – 11:30 AMNetworking Coffee BreakExpo HallSponsored by: KeyBanc Capital Markets | Plenary

Harbor Ballroom C Harbor Ballroom G Harbor Ballroom H Harbor Ballroom I Expo Hall

11:30 AM – 12:30 PM Duquesne University Energy Monetization

Best Practices for a Successful

Procurement Process

Purdue Housing P3: Faster Delivery, Better

Performance

University of Hawaiʻi – West Oʻahu

– Development Opportunities

Interactive Roundtable Discussions

1:30 PM – 2:00 PMNetworking LunchExpo Hall Sponsored by: Greystar | PCL | PFG

12:40 PM – 1:30 PM Lunch Workshop: Sustainability Planning and Organizing Campus Priorities Harbor Ballroom H

1:40 PM – 2:00 PM Afternoon Keynote: Patrick Day, San Jose State University Harbor Ballroom A+B

Harbor Ballroom AB Harbor Ballroom C Harbor Ballroom G Harbor Ballroom H Harbor Ballroom I

2:05 PM – 3:05 PM State of the P3 Higher Education Market

Starting Right: Kicking the Project Off on the

Right Foot

Why Do a P3? Building the Business Case

Using P3s to Create Successful Innovation

Districts

P3 Keeps the Heat on in North Dakota

2:05 PM – 3:05 PMNetworking Coffee BreakExpo HallSponsored by: Balfour Beatty Campus Solutions | Goldman Sachs


3:15 PM – 4:15 PM

P3 Case Study: Uni-versity of Texas, San Antonio’s Combined

Project

Monetizing Strategic Assets to Support Mission Priorities

Campus 2030 and Beyond

Realizing Value from a Performance Based

Approach

Implementing Your First On-Campus P3

Housing

4:30 PM – 5:30 PMStrategies for Afford-

able Student, Faculty & Staff Housing

Hotels in a UniversityEnvironment

Understanding Funding vs. Financing

P3 University Sport Venue Projects

P3 EnergyInfrastructure

Solutions

5:30 PM – 6:30 PMOpening Night Networking ReceptionExpo HallSponsored by: Becker | Lendlease | PlanGrid | Winstead PC

Schedule-at-a-GlanceTHURSDAY, OCTOBER 24, 2019

7:30 AM – 8:15 AMSummit Networking BreakfastExpo HallSponsored by: Alvarez & Marsal | Edgemoor Infrastructure & Real Estate | The Michaels Organization


8:15 AM – 9:15 AMUniversity of Kentucky

Mixed-Use Parking Project

Colorado State University:

Proving the Benefits of P3 Delivery

Best Practices in Risk Allocation

Customizing a Project Dashboard: Identify

Outcomes & Measure Results

Picking the Right Advisors and Partners

for Your P3

9:15 AM – 9:30 AMNetworking Coffee BreakExpo Hall Sponsored by: Ernst & Young Infrastructure Advisors, LLC | Servitas


9:30 AM – 10:30 AMStructuring and Financ-ing Options for Higher

Ed Projects

Keeping Your Project Out of Jeopardy

Top 10 Critical Issues When Procuring a P3

Innovating on Campus: When to Consider a P3 for Science and Research Facilities

Unlocking the Value from Energy Conserva-tion Measures (ECM) in

P3 Agreements

10:30 AM – 10:45 AMNetworking Coffee BreakExpo Hall Sponsored by: Johnson Controls | Scion


10:45 AM – 11:45 AMBoiler Up! Purdue’s

CampusTransformation

Introducing 63-20 Pro-gressive Design-Build: A New P3 Alternative

Delivering E-Sports Projects

Campus Energy Partnerships:

Possibilities & Risks

P3s and Economic Development for

Community Colleges & Specialty Schools

11:45 AM – 1:00 PMNetworking LunchExpo Hall Sponsored by: Brailsford & Dunlavey | Harrison Street | Rutan & Tucker


1:00 PM – 2:00 PM Campus DistrictEnergy: A Closer Look

P3 Candor: Practical Project

Recommendations and Lessons Learned

Best Practices in Deal Structuring & Contract

Management

Bringing Seniors Back to College: Solving Our

Housing Shortage

So Your University Needs New Sports

Facilities

2:00 PM – 2:15 PMNetworking Coffee BreakExpo Hall Sponsored by: Meridiam | Nossaman


2:15 PM – 3:15 PM

Long-term P3 through Well-Executed Bond-Financing

Structure

How Tech and Data Are Unleashing Value

How Do I Keep a P3? Monitoring and

Partnership for the Long Term

A Public-Private Partnership with a

Philanthropic Component (P4)

3:30 PM – 4:00 PM P3 Questions & Answers Discussion Session - What are Next Steps? Where to Go from Here?Harbor Ballroom AB

4:00 PM Summit Ends | Exhibitor Breakdown

Schedule-at-a-GlanceFRIDAY, OCTOBER 25, 2019

Table of Contents

WELCOME LETTER ...................................................................................................................................3

GENERAL INFORMATION .......................................................................................................................7

SPONSOR RECOGNITION.....................................................................................................................21

SCHEDULE ................................................................................................................................................25

AGENDA .....................................................................................................................................................19

SPONSORS & EXHIBITORS ..................................................................................................................61

SCHEDULE.................................................................................................................................................81

CO-CHAIR SPONSOR

We would like to thank the following companies for their instrumental support of The Public-Private Partnership Higher Education Summit.

DIAMOND SPONSORS


PLATINUM SPONSORS


GOLD SPONSORS


GOLD SPONSORS


PFGPublic Facilities Group

SILVER SPONSORS


TRADE SPONSORS

AGENDA: THURSDAY, OCTOBER 24, 2019

Pre-Summit Activities

7:00 AM – 9:00 AMSummit Check-In & RegistrationHarbor Ballroom Foyer

Morning coffee and snacks courtesy of our 2019 Co-Chair Sponsor:

7:30 AM – 8:45 AM P3 101 Breakfast Workshop (Open to Owners & Higher Ed Attendees Only | Advanced Registration Required)Harbor Ballroom G

Join industry leaders for breakfast and an interactive conversation specifically tailored to the needs of colleges and universities evaluating P3s. This pre-summit workshop breakfast is designed for those be-ginning to explore P3s, helping them understand where P3s can be applicable; and how they can save money and time when dealing with upgrades, repairs, and maintenance. Learn when P3s do or do not make sense, and what major considerations need to be made once choosing this route, including the first steps.

ModeratorSallye Perrin, Senior Vice President, WSP

PanelJeff Cangemi, Senior Vice President, Star America Infrastructure Partners, LLCSam Chai, President, Kiewit Development Company Tad Guleserian, Executive Vice President, Hunt CompaniesGreg Kitscha, Investment Director – North America, John LaingJeffrey O. Lewis, Partner, Ice Miller LLPMary Scott Nabers, President/CEO, Strategic Partnerships, Inc.

Breakfast workshop developed in partnership with:

Formal Summit Activities

9:00 AM – 9:10 AMSummit Start: Welcome and Opening RemarksHarbor Ballroom A+B+C

9:10 AM – 9:30 AMKeynote Opener: Nathan Brostrom, Interim Chancellor of UC MercedHarbor Ballroom A+B+C

Opening this year’s P3 Higher Education program, we welcome Mr. Nathan Brostrom, Interim Chancellor of UC Merced, to provide an update on the the second phase of the University of California Merced 2020 Project.

Mr. Brostrom will help us kickoff this year’s program with stories and details about the UC Merced public-private partnership and speak to how it has helped the University work towards its academic, research, enrollment, and sustainability goals.

9:30 AM – 10:15 AMThe Future of Higher EducationHarbor Ballroom A+B+C

Today the lifecycle costs of operating and maintaining capital assets are a significant contributor to the overall cost of higher education in the United States. U.S. public and not-for-profit institutions of higher education report owning more than $1 trillion of capital assets on their balance sheets. At the same time, we recognize that the cost of attendance has become a significant issue that threatens the accessibility of higher education for a significant number of students. Since 2010, tuition costs have increased at an average of 4% per year to $145.6 billion. During the same period, student debt increased from $811 billion to $1.6 trillion and now represents nearly 40% of all outstanding consumer credit.

As a result, American universities are facing important questions about how they will address affordability and access issues, and how they will adapt to the rapidly changing environment for higher education. Emerging modes of learning, the application of new technology inside and outside of the classroom, and corporate partnerships offer promise. While some institutions seek to adapt their physical footprint to the changing modes of learning, others are exploring new markets to offer prospective students choice and to enhance the programs that they provide.

We are beginning to see institutions take action and new market leaders are emerging. Arizona State University, Samford University, and the University of Texas are all taking significant steps to adapt, to grow, and to establish the future of the American institution of higher learning. We welcome leaders from these institutions to discuss how they are adapting to the changing environment for higher education and provide new methods of thinking about how your institution might take advantage of these trends.

ModeratorDaniel Feitelberg, Principal, Higher Education Advisory Leader, KPMG, LLP

THURSDAY, OCTOBER 24, 2019

PanelMaria Anguiano, Senior Vice President for Strategy, Arizona State UniversityColin M. Coyne, Chief Strategy Office, Samford UniversityVeronica Mendez, Vice President for Business Affairs, University of Texas at San Antonio

10:15 AM – 11:00 AMTrending for Success: Delivering What Today’s Students Really WantHarbor Ballroom A+B+C

Without question, design influences the quality of living experience for students. When done well, newly constructed/renovated contemporary living-learning centers provide opportunities for integrated academics, physical wellness, and peer social association. Such buildings have changed the marketplace, yet more definitive understanding about what factors campus leaders and P3 developers should consider as they strive to link hall design/amenities and student success remains a priority. Using data from multiple studies on student outcomes we’ve compiled results from more than 25,000 student participants to discover and discuss what the current and next generation need to ensure their success. Join us to hear from expert panelists who will share thoughts on facility design, technology, and amenities that lead to positive student living and learning experiences.

Moderator Teri Bump, Vice President, University Relations, American Campus Communities

PanelMary DeNiro, Executive Director, ACUHO-IDr. Chris Heasley, Assistant Professor, St. Joseph’s UniversityDr. Tom Jackson, Jr., President, Humboldt State UniversityDr. Kafele J. Khalfani, Dean of Student Affairs, Warren College, University of California, San Diego

11:00 AM – 11:30 AMNetworking Coffee BreakExpo Hall

Sponsored by:

11:30 AM – 12:30 PMDuquesne University Energy MonetizationHarbor Ballroom C

In May 2019 Duquesne University closed its utility monetization whereby it contractually transferred its central utility system to Clearway Energy under a 40-year agreement. This transaction is at the forefront of a wave of utility system P3s coming to market and represents an important step forward for the market owing to the location of the Duquesne system that allowed the commercial model to evolve post the Ohio State University utility system monetization.


The panel reflects on lessons learned and offers insights for other universities contemplating similar transactions. This panel brings together the key transaction principals and advisors from both the University and Clearway, as well as the rating agency credit perspective, to discuss key transaction motivations, value drivers, risks and key issues resolved to yield a successful transaction.

ModeratorStephen Auton-Smith, Managing Director, Ernst & Young Infrastructure Advisors, LLC

PanelMatthew J. Frist, Vice President for Finance and Business, Duquesne UniversityYoung Lee, Partner, OrrickJim Lodge, Vice President, Strategy and Business Development, Clearway Energy, Inc.John Medina, VP - Senior Credit Officer - Project and Infrastructure Finance, Moody’s Sameer Qureshi, Business Development Manager, Clearway Energy, Inc.

11:30 AM – 12:30 PMBest Practices for a Successful Procurement ProcessHarbor Ballroom G

No question is too simple when starting out. A P3 procurement model is a combination of design, construction, financing, operations, and maintenance. In this panel we discuss the key issues that owners must consider when conducting a project procurement - structuring the agreement, conducting a fair and competitive procurement process, and negotiating a final agreement that is transparent and protects the public interest. Panelists will review best practices and new approaches to procurement in the context of public-private partnerships; and consider how owners can most effectively structure risk transfer in design and construction costs, operational and maintenance challenges, and factors that can impact value for money analysis.

ModeratorLee Weintraub, Co-Chair of PPP Practice, Becker

PanelGreg Kitscha, Investment Director, John LaingBranden Kiely, Vice President, Concourse Group LLCMichael Rueger, Vice President, Star America Infrastructure Partners, LLC

11:30 AM – 12:30 PMPurdue Student Housing P3: Expedited Procurement, Faster Delivery, Better PerformanceHarbor Ballroom H

Purdue University last year awarded and closed a 65-year agreement with a consortium led by the Plenary Group to design, build, finance, operate, and maintain two new student housing facilities on campus. Project leaders and advisors will describe the innovative design and pricing process to expedite procurement and enhance competition. The panelists will also describe how availability payments were used to support the project, drive performance-based outcomes, and reduce long-term costs for the university.


PresentersMitch Holzrichter, Partner, Mayer BrownDon Petersen, Managing Director - Capital Program Management, Purdue UniversityGillian Schloss, Director, Project Delivery, Plenary GroupTim Wilschetz, Partner (Retired), KPMGType a message

11:30 AM – 12:30 PMThe University of Hawaiʻi – West Oʻahu – Development Opportunities in Oʻahu’s Second CityHarbor Ballroom I

Situated three miles from the center of Oahu’s rapidly growing, master-planned “Second City” of Kapolei, The University of Hawaiʻi – West Oʻahu has been the fastest growing school of its type in the nation over the past three years.

Leadership from the University will provide an overview of development in the Kapolei region and discuss planning and strategic direction for its seven-year-old West Oʻahu campus. With a campus enrollment surge of over 200% in the past decade, abundant greenfield lands, the planned 2020 opening of two rapid-transit stations connecting the campus to downtown Honolulu, and robust growth in the surrounding area, University leadership is exploring opportunities to undertake a significant development that would secure the West Oʻahu campus’s place as an anchor institution for the Kapolei region.

ModeratorYukiko Kojima, Partner, Nossaman LLP

PanelMaenette Benham, Chancellor, University of Hawaiʻi – West OʻahuKalbert Young, Vice President for Budget and Finance and Chief Financial Officer, University of Hawai̒ i SystemBonnie Arakawa, Director of Planning and Facilities, University of Hawaiʻi-West OʻahuGrant T. Murakami, Vice President, PBR Hawaii & Associates, Inc.

11:30 AM – 12:30 PMInteractive Roundtable DiscussionsExpo Hall

A series of interactive roundtable conversations on key project delivery topics. Each conversation will last approximately 25 minutes, allowing attendees to participate in 2 different discussions. Roundtable conversations are meant to be informal, candid exchanges where participants can ask their questions and concerns, share experiences, and network. Come sit with our presenters who will guide discussions by bringing up case studies, best practices, targeted issues, and topics impacting the current market landscape.

Roundtable session sponsored by:


Table 1: Sustainable Higher Education P3’s: Hard Fought Lessons LearnedHigher Education institutions managing campus development programs have discovered that with the proper emphasis placed on sustainable systems infrastructure during a building’s e-operations and maintenance phase, there lies a huge opportunity for a public private partnership based implementation. With the ability to mitigate pain-share/gain-share mechanisms, promoting responsible energy and water consumption standards in two spheres of influence can be successful. Representatives from WT Partnership will lead a discussion revolving around hard fought lessons learned on major campus development projects, highlighting ambitious sustainability targets, enviro-issues, stakeholder management and contractual obligations, in addition to an on-campus waste water treatment plant currently in the development stage, on the UC Santa Cruz Student Housing West project. Presenters: Nick Conte, Project Advisor, WT Partnership Shannon Percy, Vice President (Program Management), WT Partnership Bridey Best, Vice President – P3 Advisory, WT Partnership

Table 2: Be a P3 Success Story: Making P3 Financing Work for YouP3s are not for everyone. They involve complicated financing structures designed to meet specific goals of the institution. An effective financing structure balances the desire to transfer risk with the need to have a true partnership between the institution and the owner/developer. Higher education P3s have been around for over 20 years and there are a lot of success stories. This roundtable will examine some of those successes, presenting a variety of debt and equity structures that have been used over the years to meet the specific goals of an institution and explaining how this financing led to industry-wide best practices that can be used to make your P3 a success.

Presenters: Michael Baird, Managing Director, RBC Capital Markets Mark Jennings, SVP, Head of Project Finance North America, Balfour Beatty Campus Solutions Table 3: Who’s in Control? Negotiating the Right Controls for Your P3 ProjectSome institutions fear that signing a P3 contract will result in a loss of control over their assets and facilities, many of which serve mission-critical or revenue-generation purposes. Control over decisions such as when to reinvest in capital improvements, what fees to assess, and how to deliver student life programs are critical to define early in a public-private partnership. This roundtable will empower institutions to negotiate a variety of financial, programmatic, and operational responsibilities with private partners based on key features of their proposed projects.

Presenter: Jay Brown, Managing Director, Alvarez & Marsal, P3-Infrastructure-Real Estate Advisory

Table 4: Comparing and Contrasting Real Estate Transactions and Project Financed P3What is the difference between real estate financing and project financing and how does a University know which approach is best for a given project? This roundtable will delve into each structure and provide advice to universities who are considering a P3 related to vertical infrastructure.

Presenter: Matt Do, Senior Vice President, JLL


Table 5: Mixed-Use Development: What Was, What Is, What’s NextMixed-use development delivered through public-private partnerships with higher education institutions is booming. Participants will learn about how mixed-use development on college/university campuses has evolved over time with respect to scale, financing methodologies, strategic partnerships, and more. We will examine the driving forces behind some of the nation’s most successful and creative student-centric mixed-use developments and discuss how the private market was leveraged to achieve collective success. Participants will be challenged to consider the impacts of emerging trends, as well as the preferences and priorities of Generation X, on the future of mixed-use development.

Presenter: Chad Izmirian, Senior VP – Development Manager, Capstone Development Partners

Table 6: Campus Transformations – Lessons Learned From Those Who Redeveloped their Entire Campus P3s can help transform the entire campus: housing, dining, administrative space(s), academic space(s), retail, athletics, and parking. Join us to discuss recent lessons learned at multi-phase projects including Kentucky, South Carolina, and Cincinnati.

Presenter: Patrick Parsons, Senior Vice President, University Partnerships, Greystar

Table 7: P3 Negotiation Strategy for Public AgenciesEffective negotiation is critical to a successful public-private partnership. This roundtable conversation is designed to introduce the principles and concepts public agencies should understand when preparing to negotiate the contract terms of a P3 project.

Presenter: John Finke, President, Public Facilities Group

Table 8: Infrastructure as a Service What does P3 mean to you? As you consider P3 for your campus, you will need a solid understanding of numerous key elements including: availability, concession, risk transfer, ownership, term, staffing, lifecycle, hand back, and other factors. Discuss your specific circumstances and evaluate P3 and the spectrum of options. Visit with industry experts to gain an understanding of these important considerations as you structure a deal to fit your unique goals and objectives.

Presenter: Lyle Schumann, Director, Business Development, P3s, Johnson Controls

Table 9: Moving Your Project to Reality – Reaching the Early MilestonesOnce you’ve identified an idea for a P3 project – what steps need to be taken to make this idea become a reality? What should a private sector entity consider and fully understand before deciding to bid on a P3 project? This session explores best practices and challenges that governmental entities should consider in advance of and during the development of Requests for Proposals, private sector entities should consider in their responses, and both should consider during the negotiation and implementation of project agreements.

Presenter: David W. Locascio, Partner, Hogan Lovells


Table 10: What Do Investors Really Care About?A no-nonsense assessment of what the private sector is looking for when assessing whether to bid on higher ed P3 infrastructure project opportunities. Learn what makes a project attractive to a potential P3 partner and understand the red flags for private sector bid teams, how to avoid them, and how to get the best out of the private sector in a competitive process.

Presenter: Michael Leonczyk, Vice President, Harrison Street

Table 11: So You Want To Monetize Your Assets, Now What? An overview of key considerations to deciding which assets can and should be monetized, how they fit within the overall mission, envisioning the highest and best use within the context of a campus community, and how to compete in the market to realize the most value to your university.

Presenters: Rob Roy Parnell, former Deputy Vice Chancellor, Texas State System, Principal of Rob Roy Parnell, Inc., Derek Silva, Executive Director of Real Estate Services, CU Boulder Eric DeJernett, Senior Vice President, CBRE Nina Farrell, former Associate Real Estate Officer, University of Texas System, University Specialist, CBRE

Table 12: What Do P3 Developers Look for when Determining whether to Pursue a Project?This roundtable examines the key considerations of a P3 Developer. We will walk through what sorts of projects are a good fit for P3 and which can be problematic. We’ll discuss strategies you can use to identify the best partner in a competitive process and the tools available to you for successful project delivery. Please join us for this conversation on development, private sector partnership, and opportunities for innovation.

Presenters: Brian Dugan, Managing Director, Edgemoor Infrastructure & Real Estate Brian Naumick, Vice President, Edgemoor Infrastructure & Real Estate

Table 13: When Campuses Consider P3s, What Do They Look For?P3s can create savings and provide meaningful risk transfer, but how should higher education institutions look at project proposals and determine whether a project truly makes sense? Is it about revenue potential? Financing? Or since so much of the cost of a project is rooted in the construction time frame: how much of a project’s appeal depends on the shortest possible delivery time? What are other criteria and concerns by which owners might evaluate a project? This roundtable discussion focuses on the school’s perspective and considers what they think is critical, from the planning stages to long-term operations.

Presenter: Raoul Amescua, Vice President – Development, Student Living, The Michaels Organization

Table 14: Addressing Unfunded Deferred Maintenance in On-campus Student HousingAs updated housing facilities takes center stage in recruitment and retention conversations, addressing additional aging assets has proven burdensome for some universities. We will discuss strategies to help schools think about all of their assets long-term and find ways to fund assets with deferred and backlog maintenance issues.


Presenter: Matt Myllykangas, Director of Student Housing Development, Lendlease Communities

Table 15: To P3 or Not to P3A Public-Private Partnership (P3) is one tool that can be used to execute your capital plan, but colleges and universities must consider several factors before utilizing it. In the case of first-time housing, what additional costs and responsibilities are going to be incurred to ensure that the project enhances the student experience and is integrated properly into your overall campus planning efforts? For replacement housing, what will the impacts be to your current financial operations? What are reasonable expectations for institution sponsored credit enhancement? Come join Scion experts in a roundtable format to discuss these and other issues that higher education professionals must quantify and account for in the decision-making process to make sure that P3 is the right tool to use for your project.

Presenter: Ted Risher, Senior Project Executive, Scion Advisory Services

Table 16: Environmental Stumbling Blocks: Strategies to Avoid Project Litigation and Overcome Community OppositionPlanning, developing and delivering P3 projects, both on-campus and campus-adjacent, frequently encounters environmentally based opposition, ranging from NIMBY community complaints to years-long litigation over complicated compliance with local, state and federal environmental laws and regulations. The presenters will share their streamlining strategies and practical insights gained from extensive experience in completing hundreds of environmental reviews for a wide range of higher education projects and coordinating with government agencies to secure environmental permits and approvals for different types of higher education projects. The presenters will also provide first-hand guidance on how to bulletproof environmental compliance documentation and successfully defend higher education institutions in litigation that is designed to both stall and halt project completion. The roundtable will use higher education case studies to demonstrate the practical application of the information provided.

Presenters: Jon Goetz, Principal, Meyers Nave Shiraz Tangri, Of Counsel, Meyers Nave

Table 17: Best Practices: P3 Partners in Good Times and in BadDiscussion of how to partner through challenges in a P3 Project. Case studies from higher-ed institutions in California, Texas and Florida with specific examples from various phases of development (including financing, construction, and operations). Learn how other institutions and their development partners navigated obstacles to achieve successful solutions to protect their interests and accomplish their goals.

Presenters: David Braden, Vice President of Asset Management, Servitas Angel Rivera, Vice President of Real Estate Development, Servitas


12:30 PM – 2:00 PMNetworking Lunch Expo Hall

Sponsored by:

12:40 PM – 1:30 PMLunch Workshop: Sustainability Planning and Organizing Campus Priorities Harbor Ballroom H

Sustainability. A seemingly simple word — yet with so many facets, opportunities and economic, environmental and social implications, how can higher education institutions create real value from meaningfully embedding this increasingly critical yet often overwhelming concept into their strategic goals and operational practices?

Join us for this lunchtime session which will explore different frameworks for organizing campus priorities, objectives and actions based on a number of case studies from institutions and industry stakeholders recognized as leading the way on effective sustainability planning and implementation. We will cover both commonly cited environmental and operational focus areas, such as energy, waste, water, green buildings and transportation, as well as less obvious but no less impactful measures and benefits relating to people and communities, economics and affordability, and the bridging of disciplines in research and academia. Through dialogue and market overview, we’ll look at the realities of sustainability planning as institutions increasingly put the spotlight on profits, planet, and people to meet the needs of their current campus communities, without compromising the ability to meet the needs of future generations.

PresenterKlair White, Senior Vice President, Ernst & Young Infrastructure Advisors LLC

1:30 PM – 2:00 PMAfternoon Opener: Patrick Day, Vice President for Student Affairs, San Jose State University Harbor Ballroom A+B

We welcome Mr. Patrick Day who joins us to speak on how on and off campus development can be designed to improve the lives of students. P3 projects are still new and different to many. They require new processes, new ways of thinking, risks, and understanding the impact on students. Oftentimes such developments may change the politics of building on campus. Mr. Day will provide recommendations on how campus planners and development partners can successfully bridge the different worlds of campus stakeholders, while planning for the changing needs of students and faculty. Join us for this afternoon opener dedicated to student affairs, development, and insights on what it takes to make partnerships truly successful.



2:05 PM – 3:05 PMState of the P3 Higher Education Market Harbor Ballroom A+B

In this session we’ll provide an overview of market activity, including the number of deals, average deal size, geographic and public/private breakdowns, and diversification within asset classes and deal structures among other data points. Afterwards we’ll have a conversation with campus leaders to dive deeper into the report’s findings and discuss how they are impacting or shaping what’s happening on the ground at schools across the country. The dialogue will include a qualitative assessment of the current institutional P3 development context as well as differing institutional circumstances that drive decision making. This session will cover a range of perspectives from university representatives from across the country. The audience will have the opportunity to hear how each institution managed various challenges, benefitted from disciplined processes, and view the future of higher education P3.

ModeratorJeff Turner, Executive Vice President, Brailsford & Dunlavey

PanelScott Abrams, Senior Counsel, University of California System, Office of the PresidentNancy Davis Griffin, Chief Operations Officer, University of Southern Maine, Office of the PresidentPeter Krawchyk, AIA, AUA, LEED-AP, VP of Facilities, Real Estate, and Auxiliary Services, University Architect, University of Delaware

2:05 PM – 3:05 PMStarting Right: Kicking the Project Off on the Right FootHarbor Ballroom C

How can you smoothly and efficiently transition from developer selection into pre-developmentto make for a better project process and ultimately a better project? With so much attention focused on the procurement process, many higher education partners often lose sight of the key activities that need to take place in order to successfully transition from developer selection to the commencement of the pre-development phase. A lack of preparation for this transition can create confusion and misdirection, causing negative impacts to project schedule and costs and generating unnecessary conflict within the partnership. In this session, we will discuss real life examples and best practices that will help public-private partners kick the project off on the right foot.

PresenterRaoul Amescua, Vice President of Development - Student Living, The Michaels Organization

2:05 PM – 3:05 PMWhy Do a P3? Building the Business CaseHarbor Ballroom G

What are the business considerations that a campus must review before starting the P3 process? Please join this session to hear a panel of experts discuss the elements that must be considered as the public builds out the business case for a public-private partnership. Also hear ideas as how to effectively communicate the business case to the community at large.


ModeratorBruce J. Baker, Partner, Nixon Peabody LLP

PanelBill Hvidt, Managing Director, The Hvidt GroupSia Kusha, Group Head, Project Development and Partnering, Plenary GroupAndrea McLean, Vice President, Business Development, FengateJulie Skolnicki, Senior Managing Director, University Partnerships, Greystar

2:05 PM – 3:05 PMHow to Use P3’s as a Vehicle to Create and Sustain a Successful Innovation District Harbor Ballroom H

Through innovation centers, universities and the private sector are collaborating to strengthen entrepreneurial networks, to research our world’s most pressing problems, and to forge pathways to commercialization. The University of Washington (UW) has designated its 70-acre West Campus as an “Innovation District” that brings together cutting-edge UW research with pioneering public/nonprofit institutions and private companies. UW’s vision for the West Campus Innovation District is to create a place where experts across multiple fields — including public health, engineering, natural and life sciences, social work, public policy and the humanities — can partner with business, government, nonprofit organizations and the Seattle community to solve critical global challenges. Of the 3 million SF of new development planned for west campus, up to 1 million SF may be developed using P3’s. In this session, we will explore the origins and drivers behind the Innovation District, UW’s rationale for the P3 development UW, including more details on its anticipated structure and its first project the Center for Advanced Materials and Clean Energy Technologies (“CAMCET”).

ModeratorLindsay Stowell, Executive Vice President, JLL

PanelBob Hunt, Managing Director, JLLKevin Klustner, Executive Director of CAMCET, University of Washington

2:05 PM – 3:05 PMP3 Keeps the Heat on in North DakotaHarbor Ballroom I

Faced with the realities of a failing coal fired steam plant, hundreds of millions of dollars in deferred maintenance as well as a list of additional new facility needs, the University of North Dakota began looking for innovative solutions. Hear from the Vice President of Finance and Operations, Jed Shivers, along with Associate Vice President of Facilities, Mike Pieper. They will walk you through the process they followed in evaluating options and why the settled in on utilizing a P3 model. Gain insight into the key considerations from several different perspectives; financial, deal structure, design, construction, and operations and maintenance. Also hear from their partner Johnson Controls who will describe their role as the turnkey private partner.

ModeratorLyle Schumann, Director of Business Development, Johnson Controls


PanelJed Shivers, VP Finance & Operations/COO, University of North DakotaMike Pieper, AVP of Facilities, University of North Dakota

3:00 PM – 3:15 PMNetworking Coffee BreakExpo Hall

Sponsored by:

3:15 PM – 4:15 PMP3 Case Study: UTSA’s Combined National Security Collaboration Center and School of Data ScienceHarbor Ballroom A+B

The University of Texas, San Antonio’s (UTSA) most comprehensive capital investment expansion in the school’s history is underway. Delivering on the institution’s 10-year vision will incorporate a public private partnership delivery method transforming and further positioning the City of San Antonio and UTSA as global leaders in cybersecurity, data science, artificial intelligence, and information management and technology. The combined National Security Collaboration Center (NSCC) and School of Data Science (SDS) facility will build a collaborative and impactful ecosystem engaging government, industry and academia. Representatives from UTSA, WT Partnership and KPMG will discuss the details of this groundbreaking project, including the process they undertook in choosing to deliver this facility as a P3 and the path that lies ahead.

ModeratorShannon Percy, Vice President (Program Management), WT Partnership

PanelChase Haislip, Manager, Infrastructure Advisory, KPMGTom Kness, Vice President - P3 Advisory, WT PartnershipVeronica Mendez, Vice President for Business Affairs, University of Texas at San AntonioDiana S. Parks, Partner, Chair, Infrastructure & P3 Industry Practice Group, Dorsey & Whitney LLPGuy Walsh, Ret. USAF Brigadier General, Executive Director of National Security Collaboration Center – UTSA

3:15 PM – 4:15 PMDiving Below the Tip of the Iceberg: Monetizing Strategic Assets to Support Mission PrioritiesHarbor Ballroom C

This panel will focus on that part of the iceberg that is ever present yet oftentimes unseen and how to realize its potential. In a context of deferred maintenance, evolving facility and technological needs, and constrained budgets, higher ed institutions need all means available to them to deliver on their mission. The iceberg we are referring to is the value that is inherent to several types of assets that institutions own and that can be leveraged to generate new revenue, address capital needs, and allow


institutions to focus on their core competencies. Our panel will discuss 1) the types of assets that can be monetized (such as real estate, parking, energy infrastructure distribution), 2) successes and lessons learned from institutions that have leveraged such assets using innovative models such as P3s, and 3) instances when it makes sense for an institution to transfer responsibility for certain services to free up capital resources and focus on teaching, research, and service to the community.

ModeratorDaughan Pitts, Manager, P3 I Infrastructure I Real Estate Advisory, Alvarez & Marsal

PanelMichael Baird, Managing Director, RBC Capital MarketsMelody Flowers, Executive Director for Strategic Analysis and Policy, University of KentuckyJenifer Boss, Director, Alvarez & Marsal

3:15 PM – 4:15 PMCampus 2030 and BeyondHarbor Ballroom G

It started with Netflix. Then Uber. And Grub Hub. What will be the disruptive change for Higher Education? Generation Z-Plus is emerging – and they are diverse. They want unique opportunities on campus, that are customized for their needs. How can universities adjust to this demand of being agile as well as supporting lifelong learning in a variety of shapes and sizes? Campuses across the country are beginning to experiment with new programs, new partnerships and alternative delivery models to convince students that what they offer is unique, important and relevant to a student’s development and future success, usually in a career, but also for a ‘better life.’ During our panel discussion, hear how some universities are starting to shift their campus landscape to support the development of engaged citizens and critical thinkers, and reinforce the value of higher education.

ModeratorJessica Figenholtz, Higher Education Practice Leader, Associate Principal, Perkins and Will

PanelMatthew Tomaszewski, Executive Associate Provost for Capital Planning, University of Illinois at Urbana-ChampaignStephanie Ellsworth, 2019 Graduate - University of California San Diego, Urban Studies and Planning MajorJason Taylor, Managing Director, University Partnerships, GreystarSarah Kimes, Director, Americas, Portland Design

3:15 PM – 4:15 PMHow Can a University Realize the Value from Using a Performance Based ApproachHarbor Ballroom H

P3s can generate overall project savings, offer budget certainty, accelerate delivery and provide meaningful risk transfer, but how should higher education institutions look at project proposals and determine whether a project truly makes sense as a P3? Is it all about revenue potential? What’s the value of private finance? Is there opportunity to generate innovation? How much depends on certainty as to delivery time? What are other criteria and concerns by which owners might evaluate a project? This panel discussion focuses on the tools a university might consider to realize the value from using P3 delivery and financing, from the planning stages to long-term operations. We’ll discuss where our


presenters see value creation, key points of risk transfer; and also examine what degree of cooperation, control, and planning is needed ultimately to realize the value from using a performance based approach.

ModeratorClaudio Andreetta, Director, Business Development, P3s, Johnson Controls

PanelBarney Allison, Partner, Nossaman LLPDanny Giacomel, Vice President, EllisDonEric Petersen, Partner, Hawkins Delafield & Wood LLP

3:15 PM – 4:15 PMP3 Starter Home: Implementing your First On-Campus P3 housing Harbor Ballroom I

This interactive session will address first-time P3 projects for on-campus housing from varying higher education administrators’ perspectives ranging from community colleges offering first-time, on-campus housing to four-year state institutions creating change within a state system to allow for a P3 delivery method. Participants will discuss best practices as well as lessons learned from their experiences. This will include: student life and integration with campus policies; consensus-building and participation within shared governance; and hurdles to overcome with resistance that includes current legislation.

ModeratorAnn Volz, Senior Project Executive, Scion Advisory Services

PanelPedro Avila, Vice President, Student Services/Assistant Superintendent, Santa Rosa Junior College Jeff Korpi, Director of Housing and Residence Life, Northern Michigan University Jason Rex Toliver, Vice Chancellor, University of Illinois Chicago Dr. Derek Vergara, Dean of Students, Orange Coast College

4:30 PM – 5:30 PMStrategies for Affordable Student, Faculty & Staff Housing Harbor Ballroom A+B

We all hear about the challenges to provide affordable student housing and many universities are embarking on housing developments to address this concern. However, a similar concern often overlooked is the need for affordable faculty and staff housing. Many universities in high cost of living locations are finding it increasingly difficult to attract and retain faculty and staff, in part due to high housing costs. Hear from universities who are in the process of building student, faculty and staff housing on campus with affordability being the primary goal as they discuss the challenges, opportunities and affordable housing programs offered to faculty and staff.

ModeratorJared Everett, Managing Director, Greystar


PanelHamid Ghaemmaghami, Executive Director of Real Estate, SFSUJan Gouveia, Vice President for Administration, University of Hawaii SystemDavid Seward, Chief Financial Officer, University of California Hastings, College of Law Michelle Starratt, Director of Housing Development and Leasing, UC Berkeley Capital Strategies

4:30 PM – 5:30 PMHotels in a University Environment Harbor Ballroom C

The panel will engage in a discussion on how Universities are focusing more efforts on mixed-use developments including hotel amenities and as part of their campus strategic plans. Topics that will be discussed include why mixed use projects and hotels are becoming more important to Universities, what type of projects are being considered, the role Universities are playing in ownership and how projects are getting developed and capitalized.

ModeratorTim Marvin, Executive Vice President, Hotels & Hospitality Group, JLL

PanelJan Van Den Kieboom, Senior Principal, Workshop ArchitectsPedro Zevallos, SVP Graduate HotelsSusan Sullivan, Vice President, JLL Public Institutions

4:30 PM – 5:30 PMUnderstanding Funding vs. Financing and Everything in BetweenHarbor Ballroom G

This session introduces fundamental financial topics related to public-private partnerships. We review how financing models are changing and how a traditional project finance programs compare to other P3 tools, such as concession agreements that are more common in other sectors. Lastly, we examine which P3 structures work best for a specific project or to meet the specific goals of campus and will delve into how different structures impact project viability, the return to the institution; and credit profiles and balance sheet.

ModeratorGreg Johnson, Partner, Squire Patton Boggs

PanelJay Brown, Managing Director, Alvarez & Marsal, P3-Infrastructure-Real Estate AdvisoryLawren Green, Vice President, Kiewit Development CompanyThomas M. Mulvihill, Managing Director, Head of Infrastructure, KeyBanc Capital MarketsEmily Wadhwani, Director, Fitch Ratings


4:30 PM – 5:30 PMTrends in P3 University Sports Venue Projects: How To Maximize Your OpportunitiesHarbor Ballroom H

In this session we explore the current opportunities and new trends for upgrading university and college sports venue projects, and for maximizing the social and economic benefits to schools, colleges and their systems. It will focus on new trends in venue P3 privatization, alternative funding techniques and opportunities, the commercialization of revenue streams such as naming rights, sponsorships, concessions, parking, ticketing, partnering with event promoters to produce multiple event days for these facilities, and suite and premium seating, including for Alumni. The panel will also address the type of processes that should be considered in undertaking a venue privatization. It will discuss the public policy aspects of these types of projects, protections for the universities and colleges, and protections for the students, student athletes and the priorities of the Athletic Departments. The Panel will also discuss how these state-of-the-art venues can provide community benefits. Finally, the Panel will discuss construction, and operational risk issues and the needs of private institutional lenders. The Panel will consist of industry experts from the public and private sector who have worked on sports venue projects at universities and colleges, worked with Athletic Departments and who also work with lenders funding these types of projects.

ModeratorMike Perrin, Of Counsel, Winstead PC

PanelDenis Braham, Shareholder, Winstead PCDavid Abrams, Clinical Assistant Professor, NYU Preston Robert Tisch Institute for Global SportMegan Eisenhard, Vice President - Campus+, Learfield/IMG CollegePeter Zingoni, VP, Business Development & Client Relations, Spectra by Comcast Spectacor

4:30 PM – 5:30 PMP3 Energy Infrastructure SolutionsHarbor Ballroom I

The production, distribution, and efficient use of energy is integral to supporting education and research. Many institutions face challenges obtaining funding and expertise in their efforts to upgrade energy systems. Institutional challenges include converting to cleaner sources of energy, improving reliability, adding new generation capacity, and reducing operations and maintenance costs. Universities are seeking new forms of P3 partnerships to shift development and operational risk, create sources of efficiency equity, and access alternative sources of capital. The panel will discuss the various forms of P3 structures available to Higher Education, the pros and cons of each method, and lessons learned from recent projects.

ModeratorChet Roach, Executive Director, Management Advisory Services, Brailsford & Dunlavey

PanelRonald Herbst PE, LEED AP, BEMP, Senior Consultant, Brailsford & DunlaveyStephen Howard, Director and Head of Infrastructure Project Finance, Barclays Capital John Medina, VP - Senior Credit Officer - Project and Infrastructure Finance, Moody’sRobert Schulz, Associate Vice President of Real Estate, Planning, and Development, San Diego State UniversityTimothy Unruh, Executive Director, National Association of Energy Service Companies


5:30 PM – 6:30 PMOpening Night Networking ReceptionExpo Hall

An evening reception before you head out for dinner. Please join us for drinks and light fare at this special networking event for all Summit attendees.

Sponsored by:


AGENDA: FRIDAY, OCTOBER 25, 2019

7:30 AM – 8:15 AMSummit Networking BreakfastExpo Hall

Sponsored by:

8:15 AM – 9:15 AMUniversity of Kentucky Mixed-Use Parking Project: A Guide to Working as True Partners in a P3Harbor Ballroom A+B

The University of Kentucky has partnered with Signet Real Estate Group to privately deliver a five-story mixed-use facility that will include parking, ground floor retail, technology and innovation-focused educational spaces, and administrative space. This session will focus on the procurement and pre-development stages of the project and will outline how the University approached the partnership with Signet and how the project team arrived at the ideal structure that was advantageous to both UK and Signet. The presenters will cover the following: (1) the reason the University decided a P3 was the best approach for the project; (2) the RFP process and the selection of Signet using the University’s internal TRIPP model, which stands for Term, Return, Investment, Program/Principles and is used to evaluate all P3 opportunities; (3) how the Developer and the University worked collaboratively to evaluate multiple development models before arriving at the current finance and management structure; (4) the University’s ability to be opportunistic as the project progressed, but remain true to the primary project goals; and (5) the University’s multiple project champions and how they lead an efficient internal decision making process that ensures the project maintains the overall timeline.

PresentersMelody Flowers, Executive Director for Strategic Analysis & Policy, University of KentuckySusan Krauss, Treasurer, University of KentuckySpencer Hyatt, Vice President of Development, Signet Real Estate Group

8:15 AM – 9:15 AMProving the Benefits of P3 Delivery - Colorado State UniversityHarbor Ballroom C

Colorado State University Ft. Collins issued a Developer solicitation for the development of a Translational Medicine Institute utilizing a Design Build process with highly prescriptive specifications. However, several of responding Developers noted that the specifications in the RFP we are too prescriptive to allow any room for innovation and the University might be better served by revamping the process to consider P3 methods and more performance-based specifications. As a result of this feedback, the University contracted with JLL to evaluate the potential benefits and risks associated with changing delivery methodologies in the middle of a solicitation. Based on JLL’s analysis, the University paused the process for 6 months to rewrite the specifications and to also add operations and maintenance to the Developers obligations, under the condition that the Developer could provide these services at an equal or lower cost than currently provided in house. These changes allowed the

private sector developers more room to innovate on the solution, which resulted in a new building design that is better liked by the university than the early prescriptive design and delivered a greater value both in construction and operations. This session will explore this process and the subsequent outcomes from the perspective of the university, the developer and their advisors.

ModeratorBob Hunt, Managing Director, Public Institutions

PanelJordan Berger, Director of Development, Tetrad Property GroupMatt Do, Senior Vice President, JLLPeter Morris, Director, AECOMTom Satterly, Associate Vice President, Colorado State University Ft. Collins

8:15 AM – 9:15 AMBest Practices in Risk AllocationHarbor Ballroom G

The effective use of the P3 model is predicated on contractually allocating risk to the party most able to effectively manage it, but such risk allocation cannot occur in a vacuum. Risk allocation between parties must be aligned with project fundamentals including performance, financing and payment obligations, to ensure that parties are sufficiently incentivized to effectively manage their respective risks once the signed concession agreement becomes effective. A diverse panel representing multiple perspectives will offer real world examples, and insights into the critical links between effective risk transfer and incentives impacting both the private partner selection process and the successful implementation of the project concession agreement.

ModeratorSujata Barai Chugh, of Counsel, Ice Miller

Panel Roddy Devlin, Partner, Nixon PeabodySia Kusha, Group Head, Project Development and Partnering, Plenary GroupJeffrey Resetco, Senior Development Director, Gilbane Development CompanyStewart Whitehead, Managing Shareholder, Winstead PCScott Zuchorski, Head North America Transportation and PPPs, Fitch Ratings

8:15 AM – 9:15 AMCustomizing a Project Dashboard – How to Identify your Outcomes and Measure your ResultsHarbor Ballroom H

Key performance indicators are probably the single most important measure when making decisions. But how do we ensure that those measures are shaped by the right indicators, either based on experience or projection – quantitative and qualitative? We will provide thoughtful market context and discuss helpful tools for evaluating P3 projects. Our discussion will focus on what risks need to be monitored, what KPIs the owners and institutions need to keep particularly close track of, and what mechanisms are available to make sure things stay out of the danger zone. Join us for this panel of experienced P3 professionals, and plan to engage in feedback from your experiences.

FRIDAY, OCTOBER 25, 2019

ModeratorDavid Damon, Principal, Perkins and Will

PanelRhiannon Bailard, Executive Director of Operations, University of California Hastings College of the LawJared Everett, Managing Director, University Partnerships, GreystarKwaku Gyabaah, Vice President, Clark Construction Group

8:15 AM – 9:15 AMPicking the Right Advisors and Partners for Your P3Harbor Ballroom I

Building a successful procurement and delivering a project demands the right partners. When running a P3 procurement, the project manager may end up spending more time with their advisors than they will with their own family – so it stands that you should pick your advisor carefully. Similarly, when the owner selects the winning private sector partner for the full lifecycle of a project (which may be over 30 years) - it is like picking a life partner and you should be sure you have picked your private partner carefully and for the long haul. Join us for this candid conversation from both those who have had to make these selections and been part of these partnerships.

Presenters Lawren Green, Vice President, Kiewit Development CompanyGregory Kitscha, Investment Director, John LaingThomas M. Mulvihill, Managing Director, Head of Infrastructure, KeyBanc Capital Markets


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9:30 AM – 10:30 AMStructuring and Financing Options for Higher Ed Projects Harbor Ballroom A+B

In this session we explore various financing structures that have been successful for delivering higher ed projects: comparing the tax-exempt and taxable debt models, equity options, and different loan programs. We also discuss how P3 financing models are evolving and how a traditional project finance program compares to other P3 tools, such as concession agreements, that are more common in other sectors. Panelists will explore what we can we expect regarding future market activity and prospects for both on and off campus developments. Lastly, we examine which P3 structure work best for a specific project or to meet the specific goals of an institution, delving specifically into how each structure impacts the project viability, the return to the University; and its credit profile and balance sheet.


ModeratorDavid W. Locascio, Partner, Hogan Lovells

PanelMichael Leonczyk, Vice President, Harrison Street Matt Levin, Executive Director, Senior Originator, Preston Hollow Capital, LLCJohn Medina, VP - Senior Credit Officer - Project and Infrastructure Finance, Moody’sBen Speed, Executive Director, Structured Finance, Johnson Controls John Stevenson, Vice President, Goldman Sachs

9:30 AM – 10:30 AMKeeping Your Project Out of Jeopardy!Harbor Ballroom C

Join a panel of industry experts as we tackle some of your most pressing questions related to the financing of successful public-private partnerships in an engaging, game show style format where the audience gets to choose which questions our panelists answer. Topics covered will include identifying what elements drive financing decisions, balancing stakeholder vision with project feasibility, key indicators of project success, how to successfully integrate a P3 into the operations of campus auxiliaries, and finally, rating agency perspective and lessons learned from P3 higher education projects. The unique format of this session will allow the audience to be fully engaged in the panelists’ discussion and to drive the content through choice of questions.

ModeratorSara Russell, Managing Director, P3 Higher Education, RBC Capital Markets

PanelJennifer Jones, SVP, Transactions, American Campus CommunitiesJanet Parker, Associate Chancellor, Budget and Financial Administration, University of Illinois at ChicagoJessica Wood, Senior Director and Sector Lead, Education, S&P Global Ratings

9:30 AM – 10:30 AMTop 10 Critical Issues When Procuring a P3Harbor Ballroom G

To attract the right P3 consortium partners, college and university project owners must instill confidence in the procurement process and house the necessary expertise to support a pipeline of P3 projects. One way to do this is through a dedicated institutional framework designed to manage and guide programs and projects. Join this panel for a step-by-step review of 10 critical issues that must be addressed in a P3. Those issues include Vision, Political Champions, Communication, Community, Commitment, Experience, Funding, Staff, Time, and Access.

ModeratorJennifer Bales Drake, Shareholder, Vice Chair of Public Private Partnerships Practice Group, Becker

PanelCatherine Jones, Vice President, Project Development & Partnering, PlenaryMary Scott Nabers, President/CEO, Strategic Partnerships, Inc.Jaime Díaz Pérez, Head of Business Development, Concessions North America, ACCIONASallye Perrin, Senior Vice President, WSP


9:30 AM – 10:30 AMInnovating on Campus: When to Consider P3 for Science and Research FacilitiesHarbor Ballroom H

As science and technology advance at lightning speed, it is increasingly challenging for institutions to offer the cutting-edge science and engineering buildings necessary to attract the best and brightest students and faculty. This session focuses on the opportunities and challenges associated with alternative delivery of life sciences, neurosciences, and research facilities. A diverse panel of industry and institutional experts will discuss 1) the impetus for considering a P3 delivery, 2) financing options, 3) development and operating responsibilities of each party, and 4) lessons learned from projects across community college and large public institutions

ModeratorYay-Mah Sar, Senior Director, Alvarez & Marsal

PanelJay Brown, Managing Director, Alvarez & Marsal, P3-Infrastructure-Real Estate AdvisoryBrian Darmody, Chief Executive Officer, Association of University Research Parks (AURP)Brian Dugan, Managing Director, Edgemoor Infrastructure & Real EstateMartha Schoonmaker, Executive Director, Pinkney Innovation Complex for Science & Technology, Montgomery College

9:30 AM – 10:30 AMUnlocking the Value from Energy Conservation Measures (ECM) in P3 AgreementsHarbor Ballroom I

Heating & Cooling accounts for over 50% of global final energy use. University campuses have the potential to unlock significant savings through the inclusion of Energy Conservation Measures in the scoping of Energy P3s. This panel will discuss the technical, commercial and financing factors that are important when incorporating ECMs into transaction agreements.

ModeratorFrederick Morris, Director, Infrastructure, KPMG

PanelAvninder Bhogal, Assistant Director, NextGen Program, University of MarylandChristopher Halpin, President, Celtic Energy/NV5Katherine Kluefer, Business Development, New York, Ecosystem Energy Services


Sponsored by:


10:45 AM – 11:45 AMBoiler Up! How Purdue University Utilized P3 as a Catalyst for its Master PlanHarbor Ballroom A+B

In this panel discussion, we explore how Purdue University has utilized P3 as a catalyst for its master plan which includes student and workforce housing, commercial office and research space, infrastructure and retail. In depth case studies will be presented on the motivation behind each project including the different financing structures and operating models.

ModeratorJosh Smith, Senior Vice President, Balfour Beatty Campus Solutions

PanelRich Michal, Vice President, Chief Facilities Officer, Purdue Research FoundationDon Petersen, Managing Director - Capital Program Management, Purdue UniversityGillian Schloss, Director, Project Delivery, Plenary Group

10:45 AM – 11:45 AMIntroducing 63-20 Progressive Design-Build: A New P3 AlternativeHarbor Ballroom C

Considered both a P3 and an Alternative Public Delivery Model, 63-20 Progressive Design-Build merges Public Delivery and Private delivery into an innovative approach that is effective at delivering both large and small public infrastructure projects on a faster timeline and at less cost to the public agency. 63-20 PDB also reduces construction risk, financing risk, and operations and Maintenance risk for the local government while optimizing Lifecycle costing to benefit the public partner.

By presenting case studies and a step-by-step approach, this session will introduce 63-20 Progressive Design-Build, a cutting edge P3 delivery model that expedites timeline and produces significant savings for the public agency. Attendees will learn how to combine privately issued tax-exempt debt with a developer-led incentivized delivery model that outperforms other delivery models.

PresentersJohn Finke, President, Public Facilities GroupErin Birkenkopf, Vice President, Public Facilities Group

10:45 AM – 11:45 AMDelivering E-Sports Projects Harbor Ballroom G

E-sports, or competitive video gaming, has emerged as an effective and viable component of higher education student life and athletics programs, garnering attention from students, athletics, and administration. In addition to being effective student recruitment tools, on-campus e-sports facilities also have potential to generate revenues and new sponsorship opportunities. Combining their experience in gaming and education, our expert panelists will discuss this emerging market and how public-private partnerships may be utilized to deliver the e-sports experience to campuses across the country.


ModeratorJeff Nydegger, Shareholder, Winstead PC

PanelMichael Aguilar, Lead Advisor (OU Esports Club), University of OklahomaChris Buckner, Co-Founder/CEO, MainlinePat Coyle, CEO, Coyle Media GroupJoshua Gabay, Manager of University Relations, Abacus3

10:45 AM – 11:45 AMUnderstanding Campus Energy Partnerships: Risks and PossibilitiesHarbor Ballroom H

While P3s at colleges and universities have traditionally focused on student accommodations and facilities, alternative assets such as energy infrastructure have grown in acceptance with a number of institutions considering partnerships with the private sector to meet their capital needs and renewable energy goals. Heavily negotiated and long in nature, such deals take considerable time to come together, however, the possibility of such transactions has moved from an abstract idea to practical application. There are several different partnership business models for consideration and the credit evaluations of such partnerships can be unique to the model. This panel brings together investor/developers, advisors, and project representatives to share their perspectives on campus energy projects, including risks, possibilities, and paths forward.

ModeratorTariq Taherbhai, Chief Operating Officer, Global Construction & Infrastructure, Aon

PanelCarolyn Arida, Vice President of Infrastructure Acquisitions, Harrison StreetChris Elmore, Vice President, Goldman SachsBrian Mueller, Vice President, Veolia North AmericaSia Kusha, Group Head, Project Development and Partnering, Plenary Group

10:45 AM – 11:45 AMCritical Linkage between P3s and Economic Development for Community Colleges and Specialty Schools Harbor Ballroom I

Founded as an avenue for educating a particular or local population, specialty schools and community colleges are facing tremendous challenges to their prosperity due to dwindling endowments and declining enrollments. These are issues that so many schools around the country are facing but given the unique local-serving space that community colleges occupy and the student populations they serve, these challenges can feel even more pronounced in such colleges. Moreover, the economic and social challenges that local governments face are often one and the same with community colleges – homelessness, job creation, budget instability, and economic development.

This discussion will explore the unique challenges and educational missions of specialty schools and community colleges to see how public-private partnerships can strengthen their financial standing, reinvigorate students and help the institutions capture economic development opportunities to secure a healthy future. With representatives from industry and institutions, our panel will uncover how and why partnerships are being formed, as well as examine how they will greatly improve the overall academic and student life experiences for members of their community in the short and long-term.


PresentersKorin Crawford, Executive Vice President, Griffin|SwinertonSeth Merewitz, Partner, Best Best & KriegerJay Brown, Managing Director, Alvarez & Marsal, P3-Infrastructure-Real Estate Advisory

11:45 AM – 1:00 PMNetworking LunchExpo Hall

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1:00 PM – 2:00 PMCampus District Energy – A Closer LookHarbor Ballroom A+B

Historically, higher education P3s have been limited to campus housing projects. But, increasingly, funding constraints have prompted some institutions to focus on their core missions rather than on the operation and maintenance of their utility systems. Aging infrastructure and concerns around climate change are creating new opportunities for P3 procurement at our nation’s colleges and universities. Join a panel of P3 experts as they discuss delivering upon campus generation needs through P3 and the risk and rewards.

ModeratorSujata Barai Chugh, of Counsel, Ice Miller

PresentersStephen Auton-Smith, Managing Director, Ernst & Young Infrastructure Advisors, LLCRandy Clark, Senior Vice President & General Manager, NORESCOJohn Dionisio, Director of Business Development, MeridiamThomas M. Mulvihill, Managing Director, Head of Infrastructure, KeyBanc Capital Markets

1:00 PM – 2:00 PMP3 Candor: Practical Project Recommendations and Lessons Learned Harbor Ballroom C

This session will focus on real time lessons learned from recent and active projects implemented at colleges and universities across the country. We will delve into what’s worked well, what could have been done differently and what’s been surprising. We will also discuss the transaction structure used and focus on the experience and lessons learned from the developer solicitation and selection process; post selection design development and transaction contract negotiations. Finally, we will review the partnership structures campuses adopted, how project leaders worked with the private sector to achieve innovative solutions, and recommendations and best practices that other institutions can take from their experiences.


ModeratorJustine Kastan, Attorney, Rutan & Tucker, LLP

PanelRaoul Amescua, Vice President of Development, The Michaels Organization Dr. Aron Aska, Vice President & Chief Operating Officer of Operations & Innovation, New Jersey City UniversityAllan Blattner, Executive Director of Carolina Housing, The University of North Carolina at Chapel HillNick Iauco, Managing Director, FD Stonewater, LLC

1:00 PM – 2:00 PMBest Practices in Deal Structuring & Contract ManagementHarbor Ballroom G

The basis of all good public-private partnerships is in the structuring of the deal and the management and oversight of the contract. During this session a panel of developers, P3 experts, and builders will discuss the basics and best practices for deal structuring, contract management, and the long-term success of a P3.

PresentersJeffrey O. Lewis, Partner, Ice Miller LLPJenifer Boss, Director, Alvarez & Marsal

1:00 PM – 2:00 PMBringing Seniors Back to College: How Colleges and Universities Can Help Solve Our Housing Shortage While Providing Educational BenefitsHarbor Ballroom H

Hardly a day goes by without hearing about housing shortages in all sectors and age groups. For example, The University of California System has identified the need for over 20,000 student beds system-wide which they are trying to solve by using Public-Private Partnerships. The City and County of San Francisco will attempt to alleviate their affordable housing crisis by asking the voters to approve the $600 million affordable housing bond in November 2019. Over 20% of California community college students are homeless, many of which sleep in their cars in college approved parking lots. Many K-12 schools, colleges and municipalities are exploring the feasibility of using their excess land to develop work force housing, student housing and affordable housing. To further compound the problem, our population is getting older. As expected, there is a demand for more senior living facilities. However, the baby boomer population is looking for more than just a place to live out the rest of their days. They are demanding more amenities and opportunities to continue to learn. This cohort of seniors are commonly referred to as life-long learners. However, by integrating senior living with student housing and academic facilities, these seniors can be life-long teachers as well. This panel will explore benefits and challenges of combining student housing, senior living and academic facilities in single complex on campus.

ModeratorGary Moriarty, Regional Business Development Manager & P3 Services, Swinerton Builders

PanelJared Everett, Senior Vice President University Partnerships, GreystarMichael Pinto, Principal, NAC Architecture


1:00 PM – 2:00 PMSo Your University Needs New Sports Facilities Harbor Ballroom I

So your university needs new sports facilities…but is every university a good candidate for P3 delivery? What issues should universities be aware of when planning and executing a new major sports facility, or renovating existing sports facilities? What factors contribute to project success – or challenges? How can universities best engage with architects, builders and developers to get projects across the finish line, and what can they learn from sports industry and legal experts to avoid common pitfalls? We’re here to provide insights, gentle grounding and economics on what makes some P3 sports facility capital improvements “pencil” better than others.

ModeratorAndrea Austin, Senior Counsel, Husch Blackwell

PanelDan Barrett, Executive Vice President, CAA IconJeff Darnell, Director, PCL ConstructionSandeep Gopalan, Vice President, Macquarie CapitalKevin Kelley, Partner, Husch Blackwell

2:00 PM – 2:15 PMNetworking Coffee BreakExpo Hall

Sponsored by:

2:00 PM – 2:15 PMAlive and Well: Long-term Partnership Thrives through Well-Executed Bond-Financing Structure Harbor Ballroom A

Earlier this month, the University of California-Irvine celebrated the opening of its fourth development of student housing delivered through a long-standing, public-private partnership model that employs project-based, tax-exempt bond financing. Plaza Verde, a 1,441-bed apartment-style student housing community in the university’s East Campus neighborhood, represents UCI’s most recent successful P3 project using this transaction structure, having completed more than 6,600 student beds with a total project value of more than $585 million since the first project opening in 2004. As industry headlines during the past year have focused on projects at other universities that are struggling to achieve pro forma operating results, the UCI project team continues planning for a future development that upon delivery will mark nearly two decades of successful partnership. Session attendees will hear from panelists representing the university project team, the non-profit foundation project owner and the development partner’s transaction and operations team, as they explore the key factors in shaping and maintaining a successful long-term development partnership.


ModeratorJames E. Wilhelm III, EVP, Public-Private Transactions, American Campus Communities

PanelWendell Brase, Associate Chancellor, Office of Sustainability, University of California, IrvineEmily Stout, Area Manager, American Campus CommunitiesRichard Orr, P3 Special Projects, University of California, IrvineJay Bates, Vice President, Transactions, American Campus CommunitiesWill Givhan, President/CEO, Collegiate Housing Foundation

2:15 PM – 3:15 PMHow Technology and Data are Unleashing Value for Building and Maintaining Educational FacilitiesHarbor Ballroom C

Building for higher education has a myriad of challenges to consider in order to be successful. From student safety on campus, to maintaining aging facilities in dire need of renovation, to the construction of new facilities to accommodate an influx of students—higher education teams have much to plan for when delivering, maintaining and restoring their campuses. For most teams, it’s important to find the right tools that will work on campus. This applies whether you’re trying to streamline your facilities team, manage, a sports complex, or if the administration wants a solution to help gain insight into the data scattered and siloed across the campus. Building in higher education requires investing in cutting-edge strategies and technology to keep up. Join us for a panel discussion where we explore current trends in technology, how data is being leveraged to meet the growing demands of the education sector, and examples of implementation that provide important lessons learned in a P3 environment.

ModeratorJon Minick, Technical Solutions, PlanGrid

PanelJason Barela, Superintendent, Balfour Beatty Brian DeMartino, Project Director, W.E. O’Neil ConstructionNick McFayden, Business Development Manager, Pro-Craft Construction Denise Santos, Business Analyst, C.W Driver

2:15 PM – 3:15 PMHow Do I Keep a P3? Monitoring and Partnership for the Long TermHarbor Ballroom G

The real work of a public-private partnership lies in the O&M phase – when the owner must step into the monitoring role, the true test of the partnership begins. This session will focus on this long-term relationship phase with tips and ideas from those who have lived and are still living a P3 agreement.

ModeratorGreg Johnson, Partner, Squire Patton Boggs LLP


PanelJeff Cangemi, Senior Vice President, Star America Infrastructure Partners, LLCAndrea McLean, Vice President, Business Development, Fengate Sallye Perrin, Senior Vice President, WSP

2:15 PM – 3:15 PMA Public-Private Partnership with a Philanthropic Component (P4)Harbor Ballroom H

We will challenge the core assumptions about capital project funding for academic buildings by bringing together public higher education, private development, and donor philanthropy in order to deliver a transformational business school facility, while exploring a shift in core business education strategies involving learning, working and engagement. This session will explore changes happening within business education and facilities management that involve the integration of learning, workplace, and engagement. Panelist will provide an understanding of the innovative P4 funding model for higher education capital projects and offer an overview for leveraging philanthropic support that reinforces an institution’s brand, embraces community partnership opportunities and creates business school affinity while enabling capital improvements.

ModeratorMike Muse, Principal, The Collaborative

PanelKevin Belt, Vice President of Development, Signet Real Estate GroupJason Perry, President, Signet Real Estate Group Deborah Spake, PhD, Dean of the College of Business Administration, Kent State UniversityJeff Ziebarth, Principal, Higher Education, Perkins and Will

3:30 PM – 4:00 PMP3 Questions and Answers Discussion Session – What are the Next Steps. Where to Go from Here?Harbor Ballroom A+B

Join industry leaders and AIAI members for an interactive conversation specifically tailored to audience questions and answers about P3s. Attendees will have the opportunity to submit questions in advance and also join in the discussion of the benefits, values, and applications of P3s in an open dialogue.

PresentersTom Shea, Principal & Co-founder, The Concourse Group LLCTad Guleserian, Executive Vice President, Hunt CompaniesBill Hvidt, Managing Director, The Hvidt GroupSujata Barai Chugh, of Counsel, Ice MillerJeff Cangemi, Senior Vice President, Star America Infrastructure Partners, LLC

Closing session developed in partnership with:


4:00 PMSummit Ends Please join us again next year, October 29 – 30, 2020 here in San Diego for the 2020 P3 Higher Ed Summit!


SPONSOR AND EXHIBITOR INFORMATION

The Association for the Improvement of American Infrastructure is a non-profit, action-driven, member-led organization comprised of respected industry leaders committed to strengthening American infrastructure through Public-Private Partnerships. AIAI is the one organization with the ability to represent and promote the P3 industry, because AIAI members ARE the industry – leaders from a broad range of disciplines, including construction engineering, legal, finance, operations, logistics, legislation, public policy, academia, maintenance, planning and design. Built upon a foundation of extensive experience and knowledge, AIAI serves as a national proponent to facilitate education, raise awareness and develop legislation through targeted advocacy. AIAI is dedicated to moving P3s forward.

Lisa BuglioneExecutive Director 516.277.2950 [email protected] www.aiai-infra.org

Privately held since 1983, A&M is a leading global professional services firm that delivers business performance improvement, turnaround management and advisory services to organizations seeking to transform operations and accelerate results through decisive action. A&M’s P3 | Infrastructure | Real Estate Advisory Group exclusively advises public entities and universities in reducing costs, eliminating deferred maintenance, generating revenue, and procuring capital improvements through monetization of underutilized real estate and infrastructure assets and the execution of performance-based contracts, including public-private partnerships (P3). Our P3 experts provide institutions with the market, financial, analytical, and procurement prowess to confidently identify, structure, and execute P3 transactions that deliver the risk transfer and efficiency expected from performance-based contracts.

Jay BrownManaging Director 202.729.2110 [email protected] www.alvarezandmarsal.com

American Campus Communities Inc. is a university housing development company with its headquarters in Bee Cave, Texas, near Austin. ACC is the nation’s largest developer and manager of private student housing in the United States.

Teri BumpVP University Relations/ Student Affairs 512.826.8235 [email protected] www.americancampus.com

Aon Infrastructure Solutions (AIS) is dedicated to providing risk advisory services to alternative project delivery (APD) market participants. Our AIS practice is a highly integrated team of advisors with wide-ranging expertise including risk management, corporate strategy, law, procurement, public policy, finance, and project management. Our team collaborates with Aon risk specialists on five continents who have worked on over 475 APD projects over the last 25 years.

Carol StarkDirector 312.381.3055 [email protected] www.aon.ca

Balfour Beatty Campus Solutions provides development, asset/property management, and other real estate services to colleges, universities, and their affiliated entities with a special focus on projects utilizing a public-private partnership model. The company offers a customized solution for higher education institutions to finance and execute their necessary capital plans, including student housing, dining, academic facilities for faculty, classrooms and labs, athletic spaces, and wellness centers.

Bob ShepkoPresident 516.277.2950 [email protected] www.bbcgrp.com

Becker, with headquarters in Fort Lauderdale, FL, is a multi-practice commercial law firm with attorneys, lobbyists and other professionals at offices throughout the East Coast. Founded in 1973, our attorneys have always been pioneers, boldly breaking new ground and taking unconventional approaches to tough legal challenges. From the beginning, we’ve selectively expanded our resources in key practice areas and industries that impact our clients. Today we have tremendous expertise and depth of strength in our core practice areas - real estate, business litigation, construction law & litigation, government law & lobbying, corporate law, community association law, public/private partnerships, and elder law, trust & estate planning, probate.

Lee WeintraubChair, Public-Private Partnerships Practice Group 954.985.4147 [email protected] www.bplegal.com

BNBuilders is a West Coast general contractor that specializes in highly technical commercial construction projects. BNBuilders has the experience and strength of a large contractor, but provides the personal service and economy of a local builder. We deliver complex projects for world-class leaders in the life sciences, biotech, data center, healthcare, education and technology sectors. Our diverse portfolio also includes education, retail, hospitality, and commercial projects for Fortune 500 clients. BNBuilders is consistently at the forefront of new construction methodologies and best practices. We have key specialists in all areas of construction, including preconstruction, design-build, Integrated Project Delivery, LEAN, Building Information Modeling, and sustainability. Our firm is comprised of industry veterans with decades of experience, and diverse visionaries who push the limits to discover better solutions. As a progressive company, we have identified five corporate Initiatives that support our values: Safety, Community, Innovation, Sustainability and Knowledge. Separately these initiatives define areas that are vital to our industry; together they form the core of our company.

Ross WildmanMarketing Director 206.382.3443 [email protected] www.bnbuilders.com

Brailsford & Dunlavey is a program management firm with in-house planning capabilities. Our purpose is to inspire and empower organizations to maximize the value of investments that advance communities. As catalysts for building community, we maximize value and mitigate risk for our clients every step of the way. We take an idea, make it a viable project, and manage it through ribbon cutting and into operation. Brailsford & Dunlavey is a national firm with offices in Austin, Atlanta, Boston, Chicago, Charlotte, Columbus, Detroit, Irvine, New York City, and Washington, D.C.—and features a client base in all 50 United States.

Douglas KotloveVice President - Business Development & Marketing 202.266.3410 [email protected] www.programmanagers.com

For over two decades, Brookhurst Development & Advisory Corp (BDC) has been a leader in providing a full range of project funding, development and management solutions for public facilities. BDC is recognized as a foremost authority on alternative project delivery methods including public-private partnership (P3), lease-leaseback, design-build, and DBFOM development models. With over 200 years of collective experience in financing, development, design, construction, asset management and community and public relations, our interdisciplinary team of professionals provide advisory and development services to governmental agencies nationwide.

Jeff D. BaizeChief Executive Officer 949.706.2628 [email protected] www.brookhurstcorp.com

Bureau Veritas is a global leader in the Quality Assurance, Health, Safety & Environmental (QHSE), and Social Responsibility industries, committed to providing the tools and expertise necessary to minimize risk.

Christina MacdonaldMarketing & Proposal Manager 916.832.2393 [email protected] www.us.bureauveritas.com

Capstone Development Partners, LLC (CDP) is exclusively focused on the development of student housing on campus or near campus and is considered an industry leader in on-campus and university-affiliated development. The CDP Principals, Bruce McKee and Jeff Jones, bring more than 60 years of combined experience crafting development solutions that serve to align the interest of all involved parties that ultimately benefit the partner institution. As evidence of our commitment to quality, Capstone on-campus projects have been awarded the national Student Housing of the Year Award on four separate occasions for projects in Arizona, Ohio and Maryland.

Nicole Ivanovich Director of Marketing 205.949.5052 [email protected] www.capdevpartners.com

Nationally, Celtic Energy helps schools, colleges, cities, states and the Federal Government understand the complex guaranteed energy project world of calculations, guarantees and unusual energy terms and practices. We bring clarity and effective negotiation of complex contracts, pricing and ongoing monitoring of projects to ensure the successful outcomes promised by energy companies. We protect your decisions by verifying energy savings goals are achieved and expert advice was obtained for vendor selection.

Walt DonzillaDirector of Business Development 860.882.1515 ext 312 [email protected] www.celticenergy.com

Crawford Architects is an international full-service practice with offices in Kansas City, Missouri, USA and Sydney, NSW, Australia. We bring a wealth of planning expertise to communities worldwide. The firm specializes in all aspects of the planning and design of complex projects encompassing: convention centers, mixed-use, entertainment, sports, parking structures, retail, hotels, housing, commercial office facilities and higher education.

Dawn O’MalleyBusiness Development Manager 816.421.2640 [email protected] www.crawford-usa.com

D&D Technologies is the recognized leader in safety and hi-performance gate hardware providing the broadest range of gate hardware for every application. Products include MagnaLatch® magnetic pool and safety gate latches, TruClose® adjustable, self-closing gate hinges, SureClose® the commercial grade hinge & closer, Shut It hinges, LokkLatch® gate latches and Stainless Steel hinges and latches. D&D’s diversity of products continually set new standards in design, performance, craftsmanship and innovation–tied together by a top level of quality and service. D&D products are rust free and consistently exceed all relevant safety barrier codes around the world for the residential, commercial and industrial markets. D&D is the founder and continuing supporter of the National Drowning Prevention Alliance.

David TejedaSales Manager 916.577.0298 [email protected] www.ddtechglobal.com

Edgemoor offers a full spectrum of financial, real estate and project development management services including site/market feasibility analysis and coordination of planning, design, entitlements, financing, construction, interior fit-out, move-in and asset management. We can do this because of our outstanding staff of professionals in addition to our association with the Clark Construction Group, LLC – one of the largest privately held construction firms in the nation with more than $4 billion in annual revenues.

Geoffrey StrickerManaging Director 301.272.2990 [email protected] www.edgemoordevelopment.com

Ernst & Young Infrastructure Advisors, LLC (EYIA) advises clients on financial, procurement, strategic and public-private partnerships (PPP) issues for large-scale infrastructure projects and programs. We provide support from the earliest stages of analysis, from project evaluation to procurement, financial close, construction and operations. We can assist our clients in devising and comparing financial plans and delivery approaches for projects that involve public, federal or private financing, project revenues and/or grants — and provide support to our clients in their implementation of those plans. EYIA is a registered municipal advisor. For governmental clients considering new systems, major expansions, significant renewal work and/or PPP initiatives, we can assist in the development of long-term investment plans, as well as agency-wide programs and policy frameworks.

Stephen Auton-SmithManaging Director, Infrastructure Advisory 212.773.9066 [email protected] www.ey.com

Eyrus is a workforce productivity tool using automated data from the project site to produce continuous actionable metrics and insights. Enhance collaboration through transparency and empower your team to make the proactive decisions that matter!

Sarah El-TaherDirector of Marketing and Business Development 202.655.2168 [email protected] www.eyrus.com

Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, Fitch Solutions, and Fitch Learning. With dual headquarters in London and New York, Fitch Group is owned by Hearst.

Saavan GatfieldSenior Director, Business & Relationship Management 212.908.0542 [email protected] www.fitchratings.com

Gilbane, Inc. is one of the largest privately held family-owned construction, investment and real estate development firms in the industry. Founded in 1873 and headquartered in Providence, Rhode Island, Gilbane is built on a solid foundation of client advocacy, transparent operations, and the financial strength and stability of 146 years. Concentrating in select markets throughout North America and internationally, Gilbane has over 45 office locations and nearly 3,000 employees around the world. Gilbane’s Public Private Development Group specializes in implementing innovative real estate solutions for public entities (including higher education, hospitals, and federal/state/municipal governments) throughout the United States. As a developer, investor and a builder, our “one company”, vertically-integrated approach harnesses Gilbane’s extensive experience in planning and design, real estate development, finance (taxable and tax-exempt), construction, project management, and operations/maintenance to provide a fully-integrated solution under one entity.

Stephanie HandfieldMarketing Manager 401.456.5456 [email protected] www.gilbaneco.com

G-SMATT America is the exclusive creator and provider of G-Glass, the world’s first ICT building material. Allowing fully transparent, LED embedded, construction grade glass, to become an infinite canvas for multimedia display and interactive capabilities. No longer do you have to compromise the value and design on your building by obstructing views and blocking natural sunlight with LED screens, bars, or mesh. G-Glass infuses the limitless digital world into the transparent skin of architecture.

Jeff UtupoAccount Executive 562.284.9735 www.g-smattamerica.com [email protected]

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

Christopher ElmoreVice President Investment Banking 503.697.7422 [email protected] www.gs.com

Greystar, through its predecessor company EdR, has been an industry leader in the finance, design, construction and management of student housing for more than 50 years. By combining the financial strength of Greystar with decades of student housing innovation from EdR, we offer the widest range of services from one single partner to create world-class on-campus or off-campus student housing. We partner with universities to create on-campus communities for undergraduate students, graduate students or faculty. Whether the communities are live learn communities, traditional residence halls or apartments, Greystar has the capacity and ingenuity to execute transformational campus partnerships which help boost enrollment, retention and student success. From design and financing, to construction and community management, Greystar offers a single-source approach to fulfilling a university’s needs for student housing and campus transformation.

Mike SchoenbergerCommunications, University Partnerships 901.922.6973 [email protected] greystar.com

Harrison Street Real Estate Capital (“Harrison Street”) is a leading investment management firm focused on Education and Healthcare related real estate and infrastructure. The firm has created a series of differentiated investment strategies across multiple risk/return platforms including closed-end opportunistic funds, open-end (perpetual life) core and core-plus vehicles, and various additional co-investment and separate account options. Since inception, Harrison Street has acquired or developed over 700 assets, representing over $17.1 billion invested in our sectors, and current holdings of Public-Private-Partnership (“P3) assets exceeding $1 Billion. Headquartered in Chicago, the firm employs a 100+ person team with approximately $12.2 billion in total assets under management.

Michael T. Leonczyk Vice President 312.477.7936 [email protected] www.harrisonst.com

The California Infrastructure and Economic Development Bank (IBank) was created in 1994 to finance public infrastructure and private development that promote a healthy climate for jobs, contribute to a strong economy and improve the quality of life in California communities. IBank operates pursuant to the Bergeson-Peace Infrastructure and Economic Development Bank Act contained in the California Government Code Sections 63000 et seq. IBank is located within the Governor’s Office of Business and Economic Development and is governed by a five-member Board of Directors.IBank has broad authority to issue tax-exempt and taxable revenue bonds, provide financing to public agencies, provide credit enhancements, acquire or lease facilities, and leverage State and Federal funds. IBank’s current programs include the Infrastructure State Revolving Fund (ISRF) Loan Program, California Lending for Energy and Environmental Needs (CLEEN) Center, Small Business Finance Center and the Bond Financing Program.

Gabrielle Stevenson Public Information Officer 916.341.6658 [email protected] www.ibank.ca.gov

Intertek, a leading provider of quality solutions to industries around the world, has completed the acquisition of Professional Service Industries, Inc. (PSI), a leading engineering and testing firm providing integrated quality assurance services across a range of disciplines within the construction market. This acquisition of PSI further engages Intertek beyond building products testing and certification and solidifies its position in the project section of the construction industry lifecycle. PSI’s capabilities, which include infrastructure, geotechnical, and materials testing, facilities engineering, and environmental assurance, fully complement Intertek’s field and mock-up testing and its building envelope and commissioning services. Together, the combined companies will offer a nationwide testing and assurance service portfolio across the project and building lifecycle, to a broader customer base. The acquisition comes on the heels of Intertek’s purchase of MT Group, a materials testing and specialty construction firm in New York.

Jennifer Weaver Business Development Manager 704.351.2307 [email protected] www.intertek.com

JLL’s robust Public Institutions practice has a successful track record delivering solutions to 200+ public sector entities. Government entities require a partner that understands the challenges and complexities you face. Many from our dedicated public institutions team are former government employees. JLL can help structure public private partnerships by sharing the risk and financial burden of necessary projects. From strategy and facilities management to transactions and project management, JLL brings public sector entities the perspective and expertise to turn a real estate portfolio into a collection of working assets that meet requirements while reducing costs, generating revenues and increasing productivity.

Kevin WayerPresident of Public Institutions 202.719.5869 [email protected] www.us.jll.com

Interwest’s Building and Safety team consists of building officials, civil engineers, structural engineers, plan examiners, fire and life safety experts, permit technicians and inspectors. Our staff are certified and registered in their field expertise and have extensive experience working in and with government agencies. We understand the day-to-day operations and have developed methods and systems that work. Our team is familiar with all types of construction and has successfully managed projects from review through inspection to completion.Whether you have a complex plan review or a key staff member is planning a six-week vacation, we have the people who can solve your problem. We can provide an individual or assemble an entire team depending on your needs. Because we perform services on a full-time or interim basis, we can be a powerful ally in saving your jurisdiction precious dollars in both manpower and resources. When construction levels are high, we step in and free up your staff. When things slow down, we can fade into the background. All this means no costly overhead for you.

Ron BeehlerDirector, Building Safety Services 916.781.6600 [email protected] www.interwestgrp.com

Johnson Controls is a global provider of building systems, equipment and technologies that maximize overall building efficiency and performance. JCI delivers products, services and solutions that increase energy efficiency making operating costs more predictable and sustainable necessary to guarantee outcomes over long concession periods. Johnson Controls produces indoor building environments that are safe, productive and comfortable. Within the Public Private Partnership (P3) marketplace, Johnson Controls leads all service providers by being selected on thirty-one (31) winning projects across North America. Our portfolio is a cross section of diverse social infrastructure facilities ranging from acute care hospitals, detention centers to courthouses. We currently have eighteen (18) projects in Operations and have a strong performance history and customer satisfaction record with all.

Claudio AndreettaDirector, P3 Business Development 714.318.4252 [email protected] www.johnsoncontrols.com/p3

Around the world and across every major sector, KPMG’s network of Global Infrastructure professionals specialize in providing insightful and practical advice to government organizations, contractors, operators and investors involved in infrastructure projects and programs. We draw from global experience and local know-how to support our clients across every step of an infrastructure project – from planning, strategy and construction through to operations and change of ownership.

And by bringing together a global team of specialists with a range of experience in planning, modelling, commercial advice, engineering, project finance, project management, strategic consulting, tax and accounting, our clients know they can rely on KPMG to provide integrated advice and deliver effective results.

Daniel M. FeitelbergPrincipal, Advisory 415.963.8650 [email protected] www.kpmg.com

We know that successful, long-term business relationships depend upon delivering results for our clients. At KeyBanc Capital Markets®, more than 800 professionals leverage extensive industry knowledge, access to partners in equity and debt capital markets, and a leading merger and acquisition advisory practice to deliver strategic solutions that help our clients capitalize on opportunities. Our clients benefit from our deep expertise across seven focused industry sectors, including Consumer & Retail, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewables and Technology.

Thomas M. MulvihillManaging Director, Head of Infrastructure 917.375.4445 [email protected] www.key.com

Lendlease Communities is a global leader in creating fully-integrated, master planned communities that are personalized to meet residents’ needs. From Warriors to Olympians, Lendlease has been trusted around the globe to deliver safe, innovative communities through public-private partnerships (P3). We are an investment-grade rated, institutional-grade developer that delivers projects on time and within budget. We add value for our clients by managing every step of the development and ownership process; our business consistently delivers the best long-term solution for our partners, and our development-led structure means we’re best suited for multifaceted projects that require a range of capabilities.

Lacey Purcell JamisonMarketing Coordinator, Communities 615.324.7591 [email protected] www.lendlease.com

Nossaman LLP is the law firm that project owners and developers turn to when they need experienced attorneys and advisors to assist in the delivery, financing and administration of complex projects, including education facilities, courthouses, correctional facilities, water/wastewater projects, toll roads and managed lanes, bridges, tunnels and highways. Our internationally recognized Infrastructure Practice Group has worked on the successful delivery and implementation of major infrastructure projects in more than 30 states and several foreign countries. With more than two decades of precedent-setting work behind us, we have unmatched experience with public-private partnerships (P3s), design-build, design-build-operate-maintain, construction management at-risk and other delivery methods.

Yukiko KojimaAttorney at Law 213.612.7800 [email protected] www.nossaman.com

Meridiam is a global investor and asset manager specializing in public and community infrastructure with a long-term view. Founded in 2005, the company is an independent player committed to aligning the interests of all stakeholders. Meridiam develops projects in OECD countries and Africa by working closely with public authorities at every stage of their projects, from design through long-term management (up to 25 years). Meridiam promotes a hands-on approach with a strong focus on technical, environmental and social aspects as well as an active engagement with project stakeholders.

John DionisioNorth America Business Development Director 212.798.8683 [email protected] www.meridiam.com

PCL is a leader in Public-Private Partnership project delivery that carries out work across Canada, the United States, the Caribbean, and in Australia. Our diverse operations in the buildings, civil infrastructure, and heavy industrial markets are supported by a strategic presence in 31 major centers. With an annual construction volume of $8 billion, PCL is the largest contracting organization in Canada and one of the largest in North America.

Ritch MacPhersonDirector – Strategic P3 Pursuits 303.365.6577 [email protected] www.pcl.com

PlanGrid is the leader in field collaboration. It helps contractors, owners, designers, and architects collaborate easily from their mobile devices and desktop, managing blueprints, specs, photos, RFIs, and punch lists. PlanGrid’s cloud-based platform stores over 50 million digital blueprints, making it the largest digital blueprint repository in the world.

Megan RothField Marketing Manager - West 786.390.4585 [email protected] www.plangrid.com

Since 1935, we’ve believed that design has the power to make the world a better, more beautiful place. That’s why clients and community members on nearly every continent partner with us to design healthy, happy places in which to live, learn, work, play, and heal. We’re passionate about human-centered design, and how design can impact our lives through sustainability, resilience, well-being, diversity and inclusion, and mobility. And we’re committed to advancing design through research. Our team of 2,500 professionals provides worldwide interdisciplinary services in architecture, interior design, branded environments, urban design, landscape architecture, and more, and includes our partners Portland, Nelson\Nygaard, Genesis Planning, and Pierre-Yves Rochon (PYR).

Jessica Figenholtz, AIA, LEED AP BD+CHigher Education Practice Leader, Associate Principal 312.755.4663 [email protected] www.perkinswill.com

Plenary Group is an independent long-term investor, sponsor and operator of public infrastructure. We have become North America’s leading specialized developer of long-term partnership projects, with a project portfolio of more than CAD$17 billion across both Canada and the United States, including 32 projects in the health, transportation, defence, justice, education and government accommodation sectors. We adopt a holistic approach to delivering our projects by embracing finance, planning, design, construction, complementary commercial development and asset management operations. Plenary creates community assets that offer value for money for governments and taxpayers, and we actively manage the performance of our projects with an uncompromising focus on lifecycle performance. Governments and public sector agencies look to our team to be a trusted and authoritative voice in undertaking public infrastructure that meets the genuine needs and aspirations of a community. With 19 operational projects, our reputation is built on having delivered diverse and challenging privately-financed public infrastructure projects, and we pride ourselves on innovation and finding new ways to overcome traditional obstacles. We bring infrastructure to life.

Sia KushaGroup Head, Project Development and Partnering 813.387.3877 [email protected] www.plenarygroup.com

RISE: A Real Estate Company’s 20 year history in higher ed and multi-family real estate development and management includes 41,000 beds and 72 projects in 22 states, valued at over $2.3 billion. As an industry leader, RISE brings its higher ed partners’ visions into reality through a single, turnkey process that provides the assurance of a guaranteed budget and schedule; allowing clients to minimize risk and maintain focus on their core mission.

Carla AshleyDevelopment Coordinator 229.219.8123 [email protected] www.risere.com

Public Facilities Group (PFG) is a leader in Public-Private Partnerships (P3) for Social Infrastructure. Our staff have reached financial close on 30 projects with a total development cost of $2.1 billion. All our 27 constructed projects have been completed on or ahead of schedule and on or under budget. We advocate the use of the New American Approach of P3 delivery that effectively combines low cost, privately issued tax-exempt debt, progressive design-build delivery and the option to privately contract operations and maintenance to optimize lifecycle costing. Together, these features provide a cost effective, flexible and efficient alternative for delivering infrastructure projects that meet or exceed the exacting quality expectations of lifecycle conscience public clients while lowering project costs and expediting project delivery. The New American Approach offers private guarantees of both cost and schedule and builds in safeguards that allow the public to secure ultimate project control whenever they desire to do so.

Matt CalcavecchiaVice President, Public Facilities Group 206.849.6260 [email protected] www.publicfacilitiesgroup.org


With offices in Costa Mesa and Palo Alto, Rutan& Tucker is California’s largest full-service law firm headquartered in Orange County, California. Rutan’s Infrastructure/Public-Private Partnerships (P3) practice group is an industry leader in guiding its clients through some of the country’s most complex and innovative public building, transportation, transit, power and water infrastructure projects. Rutan has over a century of expertise in government and regulatory law, real estate banking and finance, and construction law, which makes it uniquely suited to advise its clients on every detail of taking a project from pre-bid to completion. Rutan has extensive experience in P3 and design-build, with deep and recent involvement advising industry participants concerning all facets of projects, including but not limited to financing, procurement, risk analysis and mitigation, contract drafting, contract management, and life-cycle energy efficiency incentives.

William T. EliopoulosPartner 650.320.1501 [email protected] www.rutan.com

Servitas is a pure student housing development firm with vast P3 expertise. We offer a full suite of development services to include Design-Build-Finance-Operations and Maintenance, our focus is on partnerships, experience, and individuality. All Servitas projects are on or near campus, and in its 15-year history, we have helped dozens of institutions secure P3 financing to develop student housing. Our experts guide student housing development projects from inception through completion, committing substantial executive leadership to onsite support. All our projects are delivered on time and on budget, with minimal strain and maximum benefit to our higher education partners.

Angel RiveraVP of Real Estate Development 972.759.1607 [email protected] www.servitas.com

The Scion Group is North America’s only firm providing a full suite of advisory and operational services exclusively for student housing. Scion has advised in over 180 campus markets in the United States, Canada, Mexico and the United Kingdom. In sum, more than $4 billion of new construction and renovated student housing projects have resulted from Scion’s work, including nearly $2 billion of public-private partnership development. Scion’s advisory services platform includes planning and feasibility, management consulting and implementation services. For more information, visit thesciongroup.com.

Ann M. VolzSenior Project Executive 312.909.1340 [email protected] www.thesciongroup.com

A U.S. based infrastructure asset manager. At Star America, we strongly believe we offer some compelling advantages over our competition based on our people. We are an independent company with a focus on delivering outstanding results for our partners, public owners and large private developers alike. Our team is comprised of a unique blend of talent, from construction to operating knowledge, unparalleled in the infrastructure industry.

Bryan KendroVice President of Project Development 516.342.8393 [email protected] www.starinfrapartners.com

Concourse Group the recipient of the Small Business of the Year award from MIT, provides consulting support in public-private partnerships, energy, affordable housing, real estate, finance, development, planning, and economic analysis. The firm provides end-to-end real property consulting throughout the entire property lifecycle to optimize its client’s portfolio. With employees in multiple states and with clients such as the Department of Defense, the Department of Homeland Security, MIT Laboratory and the Alexandria, VA Housing Authority, Concourse has become nationally recognized industry leaders committed to advancing our clients missions through the delivery of high quality professional services.

Tom Shea Principal 410.267.6064 [email protected] www.theconcoursegroup.com

Swinerton provides commercial construction and construction management services throughout the United States and is a 100% employee-owned company. Recognized nationally since 1888, Swinerton is the preferred builder and trusted partner in every market it serves—proudly leading with integrity, passion, and excellence.

Christina BenedictCorporate Events Manager 925.602.6454 [email protected] www.swinerton.com

The Michaels Organization is a privately-held family of independent but integrated companies dedicated to excellence in affordable, military, student and conventional multifamily housing. Serving more than 140,000 residents in 380 communities across 35 states, the District of Columbia, and the U.S. Virgin Islands, The Michaels Organization is a national leader in the residential real estate industry, with full service capabilities in development, property and asset management, construction, and mortgage finance and tax credit syndication.

Dale McCulloughDirector of Corporate Marketing 484.238.4737 [email protected] www.themichaelsorg.com

Since 1928, Tremco Incorporated has been the leading innovator and provider of roofing and weatherproofing solutions. Tremco offers the most comprehensive roofing and weatherproofing solutions for new construction, roofing maintenance, replacement solutions, restoration and repair services. We deliver long-term performance to building owners and facility managers for roofing and building assets by caring and managing the life cycle of the entire building envelope. Tremco Roofing and Building Maintenance and Weatherproofing Technologies, Inc. (WTI), our subsidiary, deliver peace of mind through the most experienced roofing field organization in North America. Our commitment to quality and service, coupled with a dedication to product innovation, means we have a solution to your roofing and weatherproofing problems.

Steve Mort National Owner Account Manager 216.262.7720 [email protected] www.tremcoinc.com

The Performance Based Building Coalition’s (PBBC) mission is to facilitate the use of private investment in the construction, renovation, and replacement of our nation’s aging and dilapidated public buildings, which includes, among other things, schools, courthouses, city halls, civic centers, and correctional facilities. The PBBC believes that public- private partnerships (PPPs) are an innovative and cost effective solution for cities and localities to replace and renovate U.S. public buildings.

Samara A. BarendExecutive Director 212.973.3089 [email protected] www.p3buildings.org

Veolia North America helps customers address environmental and sustainability challenges in energy, water and waste. We know our planet’s natural resources are limited and demands are increasing. Our mission is to resource the world — helping preserve, replenish and develop access to what’s available. Our commitment to resourcing the world means: • Considering waste as a treasure and something to value. • Treating water to make it drinkable or usable. • Harnessing heat generated by production as a form of sustainable energy.

Brian MuellerVice President Business Development 864.633.8315 [email protected] www.veolia.com

WT Partnership is the US’s fastest growing P3 Advisory firm. Our technical advisors have acted on over $50 billion dollars worth of Public Private Partnership (P3/PFI/ PPP) projects globally. We deliver conventionally funded projects every day of the year, we also turn-around existing assets and support clients throughout the development lifecycle. With experience founded in developed markets such as Canada, Australia and the UK, we leverage a hugely diverse range of approaches to P3 for our clients. This depth of knowledge and experience has resulted in WT securing $6bn of active P3 projects in North America today. P3s are one approach which can be very effective – or very dangerous, without good advice and guidance. That’s where we come in.

Adam Shaw Executive Vice President 323.620.1654 [email protected] www.wtpartnership.co

Winstead’s multidisciplinary project finance group has grown to encompass every aspect of the planning, financing and development of public-private partnerships (P3s). Our infrastructure attorneys possess a thorough understanding of the unique construction, procurement, financing, and tax matters that arise in P3 transactions, particularly in the context of Texas law. Winstead works closely with its clients to weigh the risks and benefits of the transaction, maximizing both public and private resources to achieve the most efficient outcome and optimize community impact. We have represented all parties at the negotiating table, including governmental entities, developers, lenders, and investment banks. This background gives us the ability to understand the needs and motivations of all parties involved.

Dawn DurfeeGroup Marketing Manager 214.745.5298 [email protected] www.winstead.com

WebFM is an award-winning company with a highly experienced team of IT developers & industry consultants. Since our inception, we’ve used technology to apply our simplification logic to every phase of building and facilities management. Our three integrated solutions – OmTrak, MPlan and consulting services – combine to give everyone across the entire project incredible efficiencies. We bring every document and collaboration point together in one place. With WebFM, everything is in hand.

We’d love to show you how our innovations will optimize your assets, document management and maintenance. Whether you’re a builder, owner or facilities manager, WebFM’s solutions will give you a complete journey of confidence

Adam CapovillaGlobal Business Development Manager +61 (0) 467.505.928 [email protected] www.webfm.net

Yardi is dedicated to the design, development, and support of real estate investment management and property management software. We offer full business solutions for every real estate market, including multifamily, single family, affordable, public, senior and military housing as well as office, industrial, and retail market segments. Yardi has the highest commitment to quality, innovation, responsiveness, and customer focus. With over 37 offices and 4,500 employees worldwide, Yardi is positioned to help you effectively manage your portfolio more efficiently and competitively.

Donna RomaniSenior Event Specialist 805.699.2040 x1940 [email protected] www.yardi.com

Notepad

7:00 AM – 9:00 AM Registration, Check-In, Exhibitor Set-UpHarbor Ballroom Foyer

7:30 AM – 8:45 AMP3 101 Breakfast for Higher Ed Representatives Harbor Ballroom G Sponsored by: AIAI

9:00 AM – 9:30 AM Summit Opening: Nathan Brostrom, Interim Chancellor of UC Merced Harbor Ballroom A+B+C

9:30 AM – 10:15 AM The Future of Higher EducationHarbor Ballroom A+B+C

10:15 AM – 11:00 AM Trending for Success: Delivering What Today’s Students Really WantHarbor Ballroom A+B+C

11:00 AM – 11:30 AMNetworking Coffee BreakExpo HallSponsored by: KeyBanc Capital Markets | Plenary

Harbor Ballroom C Harbor Ballroom G Harbor Ballroom H Harbor Ballroom I Expo Hall

11:30 AM – 12:30 PM Duquesne University Energy Monetization

Best Practices for a Successful

Procurement Process

Purdue Housing P3: Faster Delivery, Better

Performance

University of Hawaiʻi – West Oʻahu

– Development Opportunities

Interactive Roundtable Discussions

1:30 PM – 2:00 PMNetworking LunchExpo Hall Sponsored by: Greystar | PCL | PFG

12:40 PM – 1:30 PM Lunch Workshop: Sustainability Planning and Organizing Campus Priorities Harbor Ballroom H

1:40 PM – 2:00 PM Afternoon Keynote: Patrick Day, San Jose State University Harbor Ballroom A+B


2:05 PM – 3:05 PM State of the P3 Higher Education Market

Starting Right: Kicking the Project Off on the

Right Foot

Why Do a P3? Building the Business Case

Using P3s to Create Successful Innovation

Districts

P3 Keeps the Heat on in North Dakota

2:05 PM – 3:05 PMNetworking Coffee BreakExpo HallSponsored by: Balfour Beatty Campus Solutions | Goldman Sachs


3:15 PM – 4:15 PM

P3 Case Study: Uni-versity of Texas, San Antonio’s Combined

Project

Monetizing Strategic Assets to Support Mission Priorities

Campus 2030 and Beyond

Realizing Value from a Performance Based

Approach

Implementing Your First On-Campus P3

Housing

4:30 PM – 5:30 PMStrategies for Afford-

able Student, Faculty & Staff Housing

Hotels in a UniversityEnvironment

Understanding Funding vs. Financing

P3 University Sport Venue Projects

P3 EnergyInfrastructure

Solutions

5:30 PM – 6:30 PMOpening Night Networking ReceptionExpo HallSponsored by: Becker | Lendlease | PlanGrid | Winstead PC

Schedule-at-a-GlanceTHURSDAY, OCTOBER 24, 2019

7:30 AM – 8:15 AMSummit Networking BreakfastExpo HallSponsored by: Alvarez & Marsal | Edgemoor Infrastructure & Real Estate | The Michaels Organization


8:15 AM – 9:15 AMUniversity of Kentucky

Mixed-Use Parking Project

Colorado State University:

Proving the Benefits of P3 Delivery

Best Practices in Risk Allocation

Customizing a Project Dashboard: Identify

Outcomes & Measure Results

Picking the Right Advisors and Partners

for Your P3

9:15 AM – 9:30 AMNetworking Coffee BreakExpo Hall Sponsored by: Ernst & Young Infrastructure Advisors, LLC | Servitas


9:30 AM – 10:30 AMStructuring and Financ-ing Options for Higher

Ed Projects

Keeping Your Project Out of Jeopardy

Top 10 Critical Issues When Procuring a P3

Innovating on Campus: When to Consider a P3 for Science and Research Facilities

Unlocking the Value from Energy Conserva-tion Measures (ECM) in

P3 Agreements

10:30 AM – 10:45 AMNetworking Coffee BreakExpo Hall Sponsored by: Johnson Controls | Scion


10:45 AM – 11:45 AMBoiler Up! Purdue’s

CampusTransformation

Introducing 63-20 Pro-gressive Design-Build: A New P3 Alternative

Delivering E-Sports Projects

Campus Energy Partnerships:

Possibilities & Risks

P3s and Economic Development for

Community Colleges & Specialty Schools

11:45 AM – 1:00 PMNetworking LunchExpo Hall Sponsored by: Brailsford & Dunlavey | Harrison Street | Rutan & Tucker


1:00 PM – 2:00 PM Campus DistrictEnergy: A Closer Look

P3 Candor: Practical Project

Recommendations and Lessons Learned

Best Practices in Deal Structuring & Contract

Management

Bringing Seniors Back to College: Solving Our

Housing Shortage

So Your University Needs New Sports

Facilities

2:00 PM – 2:15 PMNetworking Coffee BreakExpo Hall Sponsored by: Meridiam | Nossaman


2:15 PM – 3:15 PM

Long-term P3 through Well-Executed Bond-Financing

Structure

How Tech and Data Are Unleashing Value

How Do I Keep a P3? Monitoring and

Partnership for the Long Term

A Public-Private Partnership with a

Philanthropic Component (P4)

3:30 PM – 4:00 PM P3 Questions & Answers Discussion Session - What are Next Steps? Where to Go from Here?Harbor Ballroom AB

4:00 PM Summit Ends | Exhibitor Breakdown

Schedule-at-a-GlanceFRIDAY, OCTOBER 25, 2019

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