Agenda

Check back in mid-2022 for the 2022 agenda!

2021 Agenda

Monday, October 25, 2021

All times listed are in PST.

Pre-Summit Activities

7:00 AM – 9:00 AM
Summit Check-In & Registration
Grand Hall Foyer

7:15 AM – 8:45 AM
P3 101 Breakfast Workshop (Open to Owners Only | Advanced Registration Required)
Grand Hall B
Join industry leaders and AIAI members for breakfast and an interactive conversation specifically tailored to the needs of colleges and universities that are evaluating P3s. This pre-summit session is designed for those beginning to explore P3s and are seeking to better understand where alternative and accelerated project delivery methods can be applied. Learn about when P3s do and do not make sense, what are the major considerations that need to be made when choosing this route, how can they save money and time when dealing with capital repairs and deferred maintenance, and what are some of the first steps to make when considering the P3 route.

MODERATOR:
Steve DeWitt, Senior VP Business Development, ACS Infrastructure

PANELISTS:
Claudio Andreetta, Director, Business Development, Johnson Controls
Nicole Doheny, Senior Managing Director, Infrastructure Advisory, Ernst & Young Infrastructure Advisors, LLC
Thomas Mulvihill, Managing Director and Head of Infrastructure, KeyBanc Capital Markets
Mary Scott Nabers, President/CEO, Strategic Partnerships Inc.

To register for the Workshop, please click here.
 

P3 101 Breakfast Workshop prepared in partnership with:


 

Formal Summit Activities

9:00 AM – 9:10 AM
Summit Start: Welcome and Opening Remarks
Grand Hall D

9:10 AM – 9:45 AM
Opening Plenary: P3 State of the Industry
Grand Hall D
In this session co-leader of development advisory firm Brailsford & Dunlavey’s higher education practice, Jeff Turner, will provide an overview of market activity from the firm’s annual “P3 State of the Industry Report.” The findings will include the number of deals, average deal size, geographic and public/private breakdowns, and diversification within deal structures among other data points. Jeff will illustrate how the market shifted at schools across the country in 2020 due to COVID-19, and how the landscape continues to change in 2021. The dialogue will include a qualitative assessment of the current higher education P3 development context, as well as differing institutional circumstances that drive decision making through the lens of university representatives. The audience will have the opportunity to hear how schools have managed various challenges within their projects, benefitted from disciplined processes, and view the current and future of higher education P3s.

PRESENTERS:
Jason Doyle, Associate Director Project and Real Estate Management Facilities Management, University of Redlands
Barbara Lloyd, CEO, Impacts USA
Angel Rivera, Senior Vice President Development Services, Servitas
Jeff Turner, Executive Vice President, Brailsford & Dunlavey

9:45 AM to 10:30 AM 
Morning Plenary: Building S4: Safe, Secure, Sustainable Schools: K-12 
Grand Hall D
Join industry professionals from both public and private sectors as they share their vision for K-12 and innovative approaches to providing Safe, Secure, and Sustainable Schools.

MODERATOR:
Claudio Andreetta, Director, Business Development, Johnson Controls

PANELISTS:
Shawn Matlock, Director, Capital Programs, Prince George’s County Public Schools
Brandey McDonald, Project Director, Asset Management, Fengate Asset Management
Rodney Moss, Sr. Vice President, Hunt/Amber

10:30 AM to 11:00 AM
Networking Coffee Break | Expo Hall
Grand Hall C

Sponsored by:

11:00 AM to 12:00 PM 
Beyond P3:  Creating a new Multi-Institutional Mixed-Use Academic Village
Grand Hall D
How UC Hastings College of the Law went beyond the traditional P3 process and deployed a P4 strategy to collaborate with multiple other institutions and multiple funding sources to execute an ambitious redevelopment and expansion of a multi-institutional academic village in the heart of San Francisco.  A law college of approximately 1,000 students is attracting nearly $1 billion in external financing for a 4-phase campus transformation through creative structures and partnerships. Phase 1 facilities were recently completed, Phase 2 facilities are currently under construction, and Phases 3 and 4 are currently in predevelopment planning and studies.

PRESENTERS:
David Faigman, Chancellor and Dean UC Hastings College of the Law
Julie Skolnicki, Senior Managing Director University Partnerships, Greystar Real Estate Partners
Bryant Sparkman, Principal Century Urban
Jared Stanfield, Manager, Greystar

11:00 AM to 12:00 PM 
How to Use P3s as a Vehicle to Create and Sustain a Successful Innovation District 
Grand Hall B
Through innovation districts, universities and the private sector come together to harness the power of collaboration, entrepreneurship, and innovation. Innovation districts allow universities to attract students and faculty, research our world’s most pressing problems, and differentiate their institution through long-term partnerships. Representatives from universities, developers, and advisors will discuss the ingredients for success in an innovation district and how to find the right partner to implement the vision for the district.

MODERATOR:
Jamie Martin, Vice President, Edgemoor Infrastructure & Real Estate

PANELISTS:
Jenifer Boss, Senior Director, Hayat Brown
Trishana E. Bowden, Vice President for University Advancement and Alumni Relations and President of the George Mason University Foundation, George Mason University
Jay Brown, Chairman and Managing Director, Hayat Brown
Brian Naumick, Vice President, Edgemoor Infrastructure & Real Estate

11:00 AM to 12:00 PM 
Net Zero Carbon – the Role of P3s in Decarbonizing Higher Education 
Grand Hall A
With the publication of the latest IPCC report, and forthcoming COP26, the imperative of moving to a net zero carbon economy is clear as never before. All sectors of the economy have a role to play, and leading higher education institutions have made significant progress in developing net zero carbon strategies in the last five years. However, many institutions are now approaching implementation with serious intent for the first time. Meeting net zero goals across a campus or university system requires leadership and vision, combined with a clear-sighted understanding of implications and complexities of such an undertaking.

This panel will draw on recent experience and lessons learned to provide valuable insight on the financial, operation and organizational implications of executing a net zero strategy in higher education, and the role P3s and Energy as a Service (EaaS) models can play in facilitating this transformation.   

MODERATOR:
Stephen Auton-Smith, Senior Managing Director, EY Infrastructure Advisory

PANELISTS:
Carolyn Arida, Director & Head of Utilities, Harrison Street
Jessi Bienert, Vice President of Sustainable Solutions, Bernhard
Thomas Mulvihill, Managing Director, KeyBanc Capital Markets
Patti Ross, Chief Business Strategy Officer, University of Utah

12:00 PM to 1:00 PM
Networking Lunch | Expo Hall
Grand Hall B

Sponsored by:

12:00 PM to 1:30 PM
Financing Bootcamp (Open to Owners Only | Advanced Registration Required)
Cortez Hill
Join AIAI for an in depth discussion on Financing. This Bootcamp is 1 of 3 and will focus on the use of PABS, TIFIA, taxable debt, and other financing tools.

PRESENTERS:
Rodney Moss, Sr. Vice President, Hunt/Amber
Thomas Mulvihill, Managing Director and Head of Infrastructure, KeyBanc Capital Markets

To register for the Bootcamp, please click here.
 

Financing Bootcamp prepared in partnership with:

1:00 PM to 2:00 PM
What Makes a Good P3 Partnership? And is It Even Important? 
Grand Hall D
You’ve heard it before, “Partnership is the most important of the ‘P’ in P3.” So, if a university is thinking about issuing an RFQ/RFP for a future P3 project this session is one to attend. Come hear from university and college P3 project leaders how much emphasis, if any, should be placed on the Partnership when reviewing RFQ/RFP submission from a P3 developer, especially in comparison to design and financials/deal economics.

MODERATOR:
Eric Singer, Partner, Bilzin Sumberg

PANELISTS:
Raoul Amescua, Vice President – Development, The Michaels Organization
Brittany Blount, Area Manager, The Green at West Village, The Michaels Organization
Mark Rutheiser, Executive Director – Real Estate Services, University of California, Davis

1:00 PM to 2:00 PM
The Evolving Role of the Physical Campus in the Pandemic Era
Grand Hall B
The panel will explore how higher education institutions are re-evaluating their physical footprint in response to COVID-19. With institutions having to date pursued a variety of workforce and instructional approaches (e.g., fully remote, hybrid, etc.), the discussion will revolve around evolving space requirements across different institutional persona (e.g., administrative, faculty, student, etc.); the harmony between the physical and digital campus; the impact of “work-from-anywhere” on faculty, instructional design, and curricula; how to prepare and equip students for new (and evolving) learning models, including issues of access and equity; and how to re-imagine spaces and facilities to enable the new academic normal.

The panel will also discuss related issues: remote work impacts to space requirements; impacts of “work-from-anywhere” and hybrid learning models on net new projects; non-operational real estate strategies; and real estate and facilities portfolio right-sizing.

MODERATOR:
Anu Varadharajan, Director, KPMG

PANELISTS:
William Gorham, Vice President, Business Development and Partnering, Plenary Americas
Tom Heffernan, Managing Director, Principal, Gensler
Ashley Mahoney, Director, KPMG
Fabrizio Mejia, Assistant Vice Chancellor of Student Equity and Success, UC Berkeley
Matt Osborn, Head of Leasing, California, WeWork

1:00 PM to 2:00 PM
Energy and Utilities: Options for Meeting Climate, Sustainability and Resiliency Goals Faster and Affordably  
Grand Hall A
Many small, midsize, and large colleges and universities are exploring the energy P3 model. Instead of the traditional half century long billion-dollar mega concessions, a new class of contract structures and partnership models are emerging to help colleges and universities achieve sustainability goals, address deferred maintenance challenges, and increase resiliency around extreme weather events.  

In this session, panelists will discuss the range of structuring requirements, risk transfer, and potential technology hurdles to address how university leaders can employ these new contract structures to affordably meet ambitious, new climate pledges.

MODERATOR:
Jay Brown, Chairman and Managing Director, Hayat Brown

PANELISTS:
Randy Clark, Senior Vice President, Strategic Initiatives, NORESCO
John Givens, Director of Development – Campus Energy Investments, ENGIE North America Inc.
Robert Johnson, Senior Vice President, Hannon Armstrong
Seth D. Kirshenberg, Partner, Kutak Rock

1:00 PM to 2:00 PM
Investing in the People: Faculty & Staff Housing to Transform Universities’ Future
Hillcrest
More than ever, faculty and staff are hard-pressed to find a convenient, quality place to live that they can actually afford. The reality is that the cost of housing near universities and colleges continues to rise faster than wages and availability is declining. So how can institutions ensure they can attract the best and brightest well into the future? A multi-layered approach to faculty & staff housing may be a key. Learn lessons from a state university as they embark upon a rare public, public, private partnership (P4) in the midst of one of the most strained housing markets in the world. What can universities do now to have a strong presence in 20 years? How can university leaders tackle the financial challenges of creating housing when economics are stacked against them?

PRESENTERS:
James Birkey, Vice President, Public Institutions, JLL
Traci Ferdolage, Vice President, Facilities, San Jose State University
Chris Shay, Director of Real Estate and Special Projects, San Jose State University

2:00 PM to 3:00 PM
What’s New, What’s Next
Grand Hall D
Industry executives will share case studies of active higher education P3 projects that are in procurement, reaching financial close or under construction including graduate student housing, hotel/conference centers, energy and other project types and what the key objectives and lessons learned from each project were.

MODERATOR:
Josh Smith, Senior Vice President, Balfour Beatty Campus Solutions

PANELISTS:
Wilkingson Germain, Senior Investment Officer, Ventas
John Givens, Director of Development – Campus Energy Investments, ENGIE, North America
Wilson Jones, Principal, Rieth Jones Advisors
Steven Ramirez, Director, Master Planning and Construction, St. Edwards University

2:00 PM to 3:00 PM
Top Ten Critical Issues When Procuring a P3
Grand Hall B
This panel will present a step-by-step review of the 10 critical issues that must be addressed when procuring a P3: Vision, Political Champions, Communication, Community, Commitment, Experience, Funding, Staff, Time, and Access.

MODERATOR:
Mary Scott Nabers, President/CEO, Strategic Partnerships Inc.

PANELISTS:
William Gorham, Vice President, Business Development and Partnering, Plenary Americas
Branden Kiely, Vice President, The Concourse Group
Shai Markowitz, Director, Higher Education, Citigroup
Michael Rueger, Vice President, Star America Infrastructure Partners

2:00 PM to 3:00 PM
Campus Sustainability Goals: Using P3 to Transform Utility Management and Strengthen Resiliency 
Grand Hall A

With continued interest in evaluating public-private partnerships for utility system expansion, repair and renewal, and operations and maintenance, these partnerships are expanding to include incentives to reduce carbon and water footprints allowing universities to have a clearer roadmap to achieve their sustainability goals while enhancing resilience.

While on-site and off-site renewable energy coupled with improved efficiency will continue to reduce a campus’ greenhouse gases, fleet electrification and the use of carbon offsets for air travel and other scope 3 emissions needs to be included in the formula. Potable water reduction is also a sustainability goal that is sometimes overlooked in the P3 utility system projects and deserves a more integrated approach to address the challenges and opportunities of the water-energy nexus.

MODERATOR:
David Locascio, Partner, Hogan Lovells

PANELISTS:
Chris Halpin, Vice President, NV5
Katie Hoffmaster, NextEra Energy Resources
Joan Kowal, NextEra Energy Resources
Frederick Morris, Director, KPMG

2:00 PM to 3:00 PM
Project Preparedness and Achieving Your Project Objectives
Hillcrest
Join this panel as a team of advisors (legal, technical and financial) highlight how to develop a program to meet the desired project objectives and deliver lasting value to stakeholders.

MODERATOR:
Lee Weintraub, Shareholder, Becker

PANELIST:
Tad Guleserian, Managing Director, CRC Companies
Shawn Matlock, Director, Capital Programs, Prince George’s County Public Schools
Cate Singer, Director, KPMG

3:00 PM to 3:30 PM
Networking Coffee Break | Expo Hall
Grand Hall B

Sponsored by:

3:30 PM to 4:30 PM
How One University Takes on Simultaneous Student Housing P3s for Two Campuses
Grand Hall D
Arizona State University’s Downtown Phoenix and Mesa campuses were both experiencing growing enrollments and shortages in housing. Utilizing two very different P3 transaction structures the University and its development team conceived of two new projects to serve the campuses. Learn the processes that were followed for these successful projects that were on simultaneous tracks yet were tailored to meet very different objectives for the two campuses.

PRESENTERS:
William Davis, Chief Development Officer, Capstone Development Partners
Dr. Georgeana Montoya, Associate Vice President of Student Services, Arizona State University

3:30 PM to 4:30 PM
What’s the Key Ingredient for P3 Success? Picking the Right Advisors and Partners
Grand Hall B
Building a successful procurement and delivering a project demands the right partners. When running a P3 procurement, the public sector project manager could potentially spend more time with their advisors than they will with their own family – pick your advisor carefully. Similarly, when the public sector selects the winning private sector partner for a full-life-cycle of a project (over 30 years) it is like picking a life partner – again, pick your private partner carefully. This panel will comprise both those who have made these selections and those who have been part of these partnerships.

MODERATOR:
Mary Scott Nabers, President/CEO, Strategic Partnerships Inc.

PANELISTS:
Archie Chandrasekhar, Director, Citigroup
Krudo DeJesus, VP, Infrastructure Investments, Fengate Asset Management
Darin Early, Managing Director, Public Private Partnerships, Gilbane
Stephen Hill, Director, KeyBanc Capital Markets

3:30 PM to 4:30 PM
University of Idaho Utility P3: Post-transition Considerations
Grand Hall A
The University of Idaho (U of I) and Sacyr Plenary Utility Partners Idaho (SPUPI) closed on a $255mm, 50-year P3 agreement in December 2020 to operate, maintain, and invest in the U of I’s entire utility infrastructure system. As a medium-sized public institution located outside of a major metropolitan area, the evaluation, procurement, and long-term plans for the utility system P3 represent a new type of transaction for the marketplace. The panel, consisting of University administration, private sector principals, and advisors will reflect on institution-wide and utility-specific drivers for the project, overcoming actual and perceived challenges, and the first 10+ months after the operational transition.

MODERATOR:
Richard Rieth, Principal, Rieth Jones Advisors

PANELISTS:
Victor Borque, CEO, Sacyr Plenary Utility Partners Idaho
Brian Foisy, Vice President for Finance & Administration, University of Idaho
Brian Johnson, Utilities Engineer & P3 Liaison, University of Idaho

3:30 PM to 4:30 PM
What Does it Take to Turn an Innovation District Vision into Reality?
Hillcrest
In response to the current and anticipated growth of numerous industries (agriculture, biotechnologies, renewable energy, autonomous and electric vehicles, etc.), higher education institutions have undertaken significant strategic planning efforts to develop innovation districts in which industry and university research facilities are co-located to foster collaboration in a richly-amenitized, campus-like setting, often featuring state-of-the art incubator, accelerator and co-working space, etc.   P3s are often considered to leverage private-sector financing and help accelerate the development of these innovation districts– but what does it take to successfully deliver a financially feasible development?  

This panel will draw on experience and lessons learned from recent transactions to provide valuable insight on how university placemaking, branding, visioning but also investment and development leadership can help build on market fundamentals to drive value and demand within innovation district developments.

MODERATOR:
Tuyen Mai, Senior Managing Director, EY Infrastructure Advisors

PRESENTERS:
Jeff Graham, Executive Director Real Estate, University of California San Diego
Kevin Klustner, Executive Director at Center for Advanced Materials and Clean Energy Technology, University of Washington
Veronica Salazar Mendez, CFO and SVP for Business Affairs, The University of Texas at San Antonio

4:30 PM – 5:30 PM
Innovation District P3s – The New “Town-Gown” Partnerships
Grand Hall D
Gone are the days when a college or university would be advised to go it alone on a stand-alone research park tucked away in some quiet part of campus. Instead, enterprising schools are partnering with their local communities as well as private and nonprofit stakeholders on innovation districts designed to serve as the catalysts of broader economic development initiatives and opportunities. In this session, you’ll hear from two schools that are merging the university staples of research and technology with additional community development and engagement to create vibrant and sustainable mixed-use districts on their campuses. In addition, attendees will learn from the head of the higher education innovation district trade group (AURP) on how opportunities will likely continue for schools to apply for – and partner on – tech hub funding from the federal government and other grant programs.  

MODERATOR:
Jeff Turner, Executive Vice President, Brailsford & Dunlavey

PANELISTS:
Brian Darmody, CEO, AURP
Reed Kawahara, Director of Public Partnerships, UC Davis
Rodolfo Torres, VP Research & Economic Development, UC Riverside

4:30 PM – 5:30 PM
The Next Generation of P3: How LA County used 63-20 Progressive Design-Build to Deliver a New $345 million Building Ahead of Schedule and With Project Savings
Grand Hall B
LA County’s Vermont Corridor Administrative Office Building is a new $345 million, 468,000 square foot, office building and ancillary parking structure built for Los Angeles County.  The development team anticipates $21 million in project savings returned to LA County, which will be used to reduce the County’s rental obligation through the defeasance of debt.  The building is expected to be completed later this month, 4 months ahead-of-schedule.

This presentation will explain how the County used this innovative P3 approach and how a 63-20 Progressive Design-Build is easily adapted for use by colleges and universities. 

PRESENTERS:
John Finke, President, Public Facilities Group
Erin Birkenkopf, Vice President, Public Facilities Group

4:30 PM to 5:30 PM
Beyond the Check: Risks and Missed Opportunities in Grabbing the Highest Bid
Grand Hall A
Whether you’re looking at an outright sale or long-term concession of your energy system, it’s easy to get blinded by the dollar signs in the highest bid. After all, a big check is the goal… isn’t it? Energy system failures, lost savings opportunities, the inability to support the community around you, and other problems will ultimately land hardest not on your energy partner, but on the administrators who selected them (or their successors). Are you sure you’re asking the right questions? Learn how effective risk mitigation is a critical part of any energy P3 at this panel.

MODERATOR:
Scott Barr, Director – Sales and Marketing, Clearway Community Energy

PANELISTS:
Russell Grunebach, Associate VP Finance and Business, Duquesne University
Sameer Qureshi, Senior Manager – Development, Clearway Community Energy

4:30 PM to 5:30 PM
A Strategic Approach to the Future of Higher Education P3s
Hillcrest
As public-private partnerships (P3) continue to play an expanding role in campus procurement strategies, colleges and universities are becoming increasingly focused on how these arrangements can most efficiently and effectively deliver critical services to their key constituents including students, faculty, and staff. While historically these partnerships have focused on auxiliary services, in recent years, P3s have also been employed for academics and other student experience services like online education, recruitment and even immersive learning experiences.  As P3s continue to expand in their use, many involve more risks and considerations for all parties involved.

The conversation will center around a broader, more strategic and critical framework for evaluating these types of arrangements and will include key areas of focus for P3s, the role of financial analysis in the process of assessing, structuring, and strategically reviewing P3 projects, implementation lessons learned, and rating agency perspectives.

PRESENTERS:
John Augustine, Managing Director, Barclays
Geoff Chatas, Executive Vice President and Chief Financial Officer, University of Michigan
Susan Fitzgerald, Associate Managing Director, Moody’s Investors Service 

5:30 PM – 7:00 PM
Opening Night Networking Reception | Expo Hall
Grand Hall Ballroom B

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

Special thanks to our sponsors:

Tuesday, October 26, 2021

7:30 AM to 8:45 AM
Operations & Maintenance Bootcamp (Open to Owners Only | Advanced Registration Required)

Cortez Hill
P3s instead of Deferred Maintenance – the benefits of Long-Term Operations and Maintenance using the P3 structure to mitigate risks. How P3 counterparties allocate and price risk. Bootcamp 3 will cover how to approach operations and maintenance early on to drive value and appropriately address the assets long-term goals.

PRESENTERS:
Claudio Andreetta, Director, Business Development, Johnson Controls

J.P. O’Har, Director, Infrastructure Strategy, KPMG
Gillian Schloss, Assistant Vice President, Project Delivery, Plenary Group 

To register for the Bootcamp, please click here.
 

Operations & Maintenance Bootcamp prepared in partnership with:

8:00 AM to 9:00 AM
Networking Breakfast | Expo Hall

Sponsored by:

9:00 AM to 9:45 AM
Morning Plenary: San Diego State University – Mission Valley Development Opportunities
Grand Hall D
Following the passage of Measure G in 2018 and the purchase of the Mission Valley site (home to the former Qualcomm/SDCCU stadium) from the City of San Diego in 2020, SDSU has been diligently working on transforming the 166 acres into a vibrant mixed-use development consisting of multiple public and private projects, including a 35,000-seat multi-use stadium (under construction), more than 80 acres of parks and open space, up to 4,600 residential units, 1.6 million square feet of office and innovation district uses, a 400-room hotel conference center, and 95,000 square feet of retail at full buildout. P3s will play a critical role in delivering the various projects, with a number of diverse development and investment opportunities in the short and medium term.

Through an interactive presentation, the SDSU team will provide an overview of the overall site transformation masterplan and outline current and future opportunities (including the Mission Valley Residential and Retail Project #1).

MODERATOR:
Adam Christian, Senior Vice President, EY Infrastructure Advisory

PANELISTS:
Gina Jacobs, Associate Vice President, Mission Valley Development, San Diego State University
Robert Schulz, University Architect, San Diego State University
Agnes Wong Nickerson, Interim Vice President for Business and Financial Affairs and CFO, San Diego State University

9:45 AM to 10:45 AM
Return on Vision and P3
Grand Hall D
Turning vision and mission into reality through P3. What can be funded through a P3 and how does that advance the campus mission and vision? Johnson Consulting and Scion will explore various projects and the different ways P3 revenues can be used, cross subsidization, and alternative revenues that can be used to execute the vision and mission of higher education institutions. Our recent work at University of Illinois- at Urbana-Champaign, University of Cincinnati, Western Michigan University, and University of Minnesota will serve as models of the different forms P3 projects can take shape on and around campus.

PRESENTERS:
Sarah Emmerton, Director of Research, Johnson Consulting
Charles Johnson, President and CEO, Johnson Consulting
Ted Risher, Senior Project Executive, Scion
Jan Van Den Kieboom, Architect and Founder, Workshop Architects 

 

9:45 AM to 10:45 AM 
How Do I Build a P3? Best Practices in Risk Allocation and Surety
Grand Hall B
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.

MODERATOR:
Angelica Valencia, Partner, Nixon Peabody

PANELISTS:
Rodney Moss, Sr. Vice President, Hunt/Amber

Thomas Mulvihill, Managing Director and Head of Infrastructure, KeyBanc Capital Markets
Yaye-Mah Sar, Senior Director, Hayat Brown

 

9:45 AM to 10:45 AM
Financing Energy Asset Improvements: Energy Savings Performance Contracts, EaS, and Other Solutions
Grand Hall A
As public and private higher education institutions face the ongoing challenge of restricted budgets and aging energy infrastructure, creative methods for physical plant improvements have evolved. The use of energy savings performance contracts and energy as services present unique opportunities and challenges related to financing and accounting treatments. This panel will focus on these issues from the development, legal and corporate finance perspectives with industry leaders who have managed such projects.

MODERATOR:
Sandy Hellums-Gomez, Partner, Husch Blackwell

PANELISTS:
Daniel Allen, Senior Vice President of Finance, Bernhard
Frederick Morris, Director, KPMG

Charles Renner, Partner, Husch Blackwell 

 

9:45 AM to 10:45 AM
Mass Timber Buildings: A New Approach to Sustainability  
Hillcrest
As the first building to engage a dramatic reclaimed pumice mine acquired for a future Net Zero campus expansion, the expectations were high for Oregon State University – Cascades’ Edward J. Ray Hall. The project identified three goals for the project:  develop a flexible and adaptable prototype for the future, demonstrate the campus’s Net Zero energy goal, and incorporate meaning use of a mass timber structure.   Rather than eliminate any of these ambitious goals to stay within budget, the joint team of Swinerton and SRG developed an integrated strategy which found creative ways to meet these goals and exceed the University’s expectations. This session will explore how an integrated process resulted achieving these three goals while meeting the University’s budget.

PRESENTERS:
Lisa Petterson, AIA, Principal, SRG Partnership, Inc.
William Silva, Director of Preconstruction, Swinerton

 

10:45 AM to 11:15 AM 
Networking Coffee Break | Expo Hall

Sponsored by:

11:15 AM to 12:15 PM
Campus 2.0: Lifelong Engagement Through Mission-Driven Real Estate
Grand Hall D
Today major disruptions are changing the way we learn and work.  In the future higher education will evolve into a lifelong, subscription-based model distributed over a global and local network of places.  This session will introduce a series of strategies called “Campus 2.0” that can enable institutions and developers to leverage several paradigms: life-long learning, entrepreneurship, and the sharing economy.  Implementing these strategies will empower partners to create communities where learning, discovery, and work can evolve in positive, socially equitable and sustainable ways that advance the university’s mission. In the process, Campus 2.0 can also generate significant revenue streams for the university and its partners.

Campus 2.0 concepts creatively combine current WFA/LFA realities with the desire of fiercely loyal alumni to reengage with the university and empower institutions and their development partners to effectually reverse the supply and demand curve and drive the realization of mission-critical real estate assets.   This session will present these strategies and a series of successful case studies in a lively and engaging discussion format.

PRESENTERS:
Michelle Bolas, Associate Vice Chancellor for Innovation Strategy and Programs, University of North Carolina, Chapel Hill
Adam Cohen, President, CEO, Associated Universities Inc.
Adam Glaser, AIA, LEED AP, Director of Planning & Strategies, Perkins&Will
Jeff Stebar, AIA, LEED AP, Principal, Global Higher Education Practice Leader, Perkins&Will

11:15 AM to 12:15 PM
How Do I Keep a P3? Monitoring and Partnership for the Long-Term
Grand Hall B
The real work of a public-private partnership lies in the O&M phase – when the public sector must step into the monitoring role, the true test of the partnership begins.

MODERATOR:
Michael Durham, Director, P3 and Infrastructure-as-a-Service, Johnson Controls

PANELISTS:
Jeff Nydegger, Shareholder, Winstead
Gillian Schloss, Assistant Vice President, Project Delivery, Plenary Group

 

11:15 AM to 12:15 PM
Fresno State University, the First Greenfield Campus Energy P3 in the US
Grand Hall A
Fresno State University, part of the California State University (CSU) System which is the largest single 4-year university system in the nation with an enrollment of nearly 483,000 students, needs a new Central Utility Plant (CUP) and distribution system to provide reliable and efficient heating and cooling to the campus. Additionally, Fresno State University was looking to make meaningful and substantive progress towards an 80% carbon reduction goal by 2040 established by the Trustees of the CSU system. Bulldog Infrastructure Group (BIG) provided a solution that allowed Fresno State University to meet both of these objectives. The project includes a new central heating & cooling plant incorporating a heat recovery chiller and thermal energy storage, new campus-wide chilled water and heating hot water distribution piping, 5 MW of solar PV carports, and a $20M investment in energy efficiency upgrades in academic buildings. Under the Availability Payment structure BIG is responsible for design, construction and 30 years of maintenance and lifecycle replacements with financial guarantees of both service reliability and energy reduction.
 

MODERATOR:
Stephen Hill, Director, Infrastructure Finance at KeyBanc Capital Markets

PANELISTS:
Deborah Adishian-Astone, Vice President Administration and Finance, Fresno State
Emre Erkovan, Associate, Meridiam
Jeff Schaller, Manager of Development and Engineering, NORESCO

 

11:15 AM to 12:15 PM
The Growing Trend and Benefits of Off-Site Manufacturing for UC Davis Housing
Hillcrest
Off-site manufactured building components are a growing trend for the construction of campus housing.  This session will discuss the enthusiasm for this approach at UC Davis and provide a broad overview of the prefab ecosystem and its range of benefits over traditional construction. There will be a video tour of the Digital Building Components (DBC) plant, an off-site manufacturing firm. We will share real-world implementation through a discussion of two UC Davis student housing projects completed by DPR Construction and HKS Architects, utilizing DBC components.  

MODERATOR:
Jeff Larsen, HKS Architects

PANELISTS:
Scott Brown, Northwest Regional Prefab Leader, DPR Construction

Jim Carroll, University Architect and Associate Vice Chancellor, UC Davis
Jon Quigley, Southwest Regional Manager, Digital Building Components
Abe Sipes, DPR Construction

12:00 PM to 1:30 PM
Risk Bootcamp (Open to Owners Only | Advanced Registration Required)

Cortez Hill
We’ll address the types of risk, and best practices for allocation and mitigation to ensure project success.

PRESENTERS:
Steve DeWitt, Senior VP Business Development, ACS Infrastructure
Tad Guleserian, Managing Director, CRC Companies

Rodney Moss, Sr. Vice President, Hunt/Amber 

To register for the Bootcamp, please click here.
 

Risk Bootcamp prepared in partnership with:

12:15 PM to 1:15 PM
Networking Lunch | Expo Hall

Sponsored by:

1:15 PM to 2:15 PM
One Size Does Not Fit All: Customizing P3 to Achieve Your Institution’s Needs
Grand Hall D
This panel discussion will cover innovative financial solutions for higher education institutions operating with constrained budgets yet looking to achieve impactful long-term campus infrastructure and sustainability models with the ability to transfer risk. For each institution, the path to better facility performance and energy infrastructure looks different. Even with the common thread of a P3, each project must be fully customized and start with the end goal in mind.  

Session attendees will walk away with a better understanding of how a strategic partner, working with investors and higher education leaders, can lead to a unique solution suited to the institutions’ desired outcomes. Attendees will hear from a higher education finance and facility leader in multiple stages in the P3 process, as well as financial institutions who have helped thousands of colleges and universities reach their goals with this model.

MODERATOR:
Ben Speed, Johnson Controls, Vice President of Global Structured Finance

PANELISTS: 
Chris Hicks, Executive Vice President of Capital Markets and Corporate Development, Provident Resources Group
Tyler Hoch, Managing Director, Stifel Institutional
Mike Pieper, Associate Vice President for Facilities, University of North Dakota

1:15 PM to 2:15 PM
Building Inclusion from the Ground Up
Grand Hall B
The phases of P3 and incorporating inclusionary best practices: real projects and real results.

MODEATOR:
Jenifer Boss, Senior Director, Hayat Brown 

PANELISTS:
Priscilla Chavez, Business Development Manager, PCL Construction 
Yvette Stevens, Vice President, Director, Economic Inclusion & Community Affairs, Gilbane 
Jennifer Trotter, Community Relations & DEI Manager, Plenary

1:15 PM to 2:15 PM
Unsolicited Proposals – What Works and What Doesn’t with Campus Energy Projects
Grand Hall A
Unsolicited proposals can be beneficial for both parties and are becoming more frequent in higher education campus energy projects as a means to accelerate owner decision-making and for private parties to present to the institutions their private sector takes for a particular project. Unsolicited proposals are favored by Developers as a way to better control the costs of developing bids but the uncertainty they can cause with the university facility managers raises the question of how higher education institutions can prepare to receive them so that an unsolicited proposal can be advantageous to the institution. Join a panel of experts from the various industry disciplines to hear lessons learned and how to be successful in these pursuits.

MODERATOR:
Jennifer Bales Drake, Shareholder, Vice Chair, Public Private Partnerships Practice Group, Becker

PANELISTS:
Igor Dabik, Senior Manager, Deloitte 
William Gorham, Vice President, Business Development and Partnering, Plenary Americas
Mark Macchia, Senior Associate, Corporate Development, Enwave Energy Corporation  

1:15 PM to 2:15 PM
P3 Passive House – Building for Energy Efficiency, Indoor Environmental Quality, Affordability, and the Future
Hillcrest
Join members of the University of Southern Maine’s (USM) design and development team to learn about their P3 Passive House project called ‘Portland Commons’. Portland Commons is an ambitious Passive House project currently under construction at USM. At a height of 8 stories, and over 200,000ft² this mixed-use project is the largest Passive House student residence in the northeast housing 580 students. The Passive House design provides superior indoor air quality, thermal comfort, acoustics, and resiliency for all students, while also delivering long-term energy and operations savings for the university. Come discover the Passive House concept, learn how this team achieved Passive House on a budget, what the Passive House payback is, why they made Passive House their sustainability goal, what were the keys to a successful design process, and how they are managing the ongoing construction process to achieve Passive House.

PRESENTERS:
Walker May, Executive Vice President, Capstone Development Partners

Thomas Moore, Building Systems Analyst, Steven Winter Associates
Aaron Witham, Director of Sustainability, University of Southern Maine

 

2:15 PM to 3:00 PM
P3 Questions and Answers Discussion Session – What are the Next Steps. Where to Go from Here?

Grand Hall D
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.

PRESENTERS:
Jennifer Bales Drake, Shareholder Vice Chair, Public-Private Partnerships Practice Group, Becker
Jay Brown, Chairman and Managing Director, Hayat Brown
Tad Guleserian, Managing Director, CRC Companies

 

3:00 PM
Summit Concludes