ICSC Research Connections Conference

ICSC Research Connections ConferenceJW Marriott Austin | Austin, TXOctober 16 – 18, 2016#ICSCResCon

DIRECTORY

Navigating Change

ICSC Research Connections Conference

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Sunday, October 16

Registration4:30 – 6:45 pm Lone Star Foyer, 3rd Floor

Welcome Reception and Innovation Center5:30 – 6:45 pm Lone Star Foyer, 3rd Floor

Monday, October 17

Registration7:30 am – 6:30 pm Lone Star Foyer, 3rd Floor

Continental Breakfast7:30 – 8:30 am Lone Star Foyer, 3rd Floor

Welcome and Opening Remarks8:30 – 8:45 am Lone Star Ballroom, 3rd Floor

SPEAKERSteve DeVaneICSC 2016 Research Connections Conference ChairSenior Director, Strategy & AnalyticsChick-fil-A, Inc.Atlanta, GA

General Session8:45 – 9:30 am Lone Star Ballroom, 3rd Floor

Demographics and Shopping BehaviorRetailers and shopping center owners alike are focused on how to capture the changes in shopper behavior across generations. This discussion starts with a high-level overview of U.S. demographic trends, such as the number of people in each generation and the spending power associated with each. This information is combined with an analysis of the proprietary data General Growth Properties has gathered on generational shopping behavior. Understanding the similarities and differences in shopping behavior across the generations can help retailers and shopping center owners better tailor their shopping experiences.

SPEAKERSMeredith DarnallSenior Vice President, Strategy & AnalyticsGeneral Growth PropertiesChicago, IL

Suzanne MulveeDirector of Research & Real Estate StrategistCoStar GroupBoston, MA


Texas New Techies: A Retail Startup Pitch Competition Seven innovative retail and tech startups will present new business models and technologies such as artificial intelligence styling solutions, smart traffic sensors andcutting-edge mobile offer platforms that will shape thefuture of retail for a one-time special offer prize. Hosted by Deborah Weinswig and Dallas, Texas-based retail accelerator RevTech.

FACILITATORDeborah WeinswigManaging DirectorFung Global Retail & TechnologyNew York, NY

INDUSTRY EXPERT JUDGESSkyler FernandesFounding Managing DirectorSimon Venture Group (SVG)New York, NY

Jan Rogers KniffenChief Executive OfficerJ Rogers Kniffen WWE, LLCGreenwich, CT

Anne Marie StephenChief Executive Officer & Founder kwoliaChicago, IL

Concurrent Sessions10:45 – 11:30 am

A. Retail Research Speed Networking Lone Star C, 3rd Floor

Modeled after speed dating, this networking session will give you the chance to make new connections with fellow researchers. This fun, fast and interactive session is recommended for new attendees and conference veterans alike.

JW Marriott Austin | Austin, TX | October 16 – 18, 2016 | #ICSCResCon

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COORDINATORSSarah C. GriesenauerSenior Analyst, Market StrategyChick-fil-A, Inc.Atlanta, GA

Leslie A. Mastin Manager, Research Kite Realty Group Indianapolis, IN

B. Retail Investing in an Omni-Channel World Lone Star A–B, 3rd Floor

Critically, the evolution of omni-channel retail, where the consumer may interact with a purchase using multiple channels, including in-store, computer, smartphone or tablet, is impacting our shopping center model. This effect could be net positive or negative for the shopping center, depending on how owners and retailers respond. For the owner, measuring a retailer’s productivity is particularly challenging as the point of sales becomes dispersed, even if traffic to the store increases in quality. This session, featuring a diverse panel of experts, will provide current thinking on these challenging and complex trends by exploring the viewpoints of public and private company investors in retail properties. How investors view this sector is critical to understanding how to navigate a changing world of retail operations.

MODERATORAlan C. BillingsleyPrincipalBillingsley InvestmentsSan Francisco, CA

PANELISTSCedrik LachanceDirector of U.S. REIT ResearchGreen Street AdvisorsNewport Beach, CA

Thomas D. SalantyManaging Director JLLDallas, TX

Kelly A. WhitmanVice President Investment ResearchPrudential Real Estate InvestorsMadison, NJ

Networking Lunch11:45 am – 12:30 pm Lone Star Ballroom, 3rd Floor(No lunch service after 12:30 pm)

Keynote Presentation12:30 – 1:30 pm Lone Star Ballroom, 3rd Floor

Austin, Texas – Youth, Music, Innovation & TacosAustin is one of the youngest, largest and fastest-growing cities in the United States. The friendly and laid-back atmosphere, tolerant nature and refreshingly youthful vibe continue to attract people to the state capital of Texas. From its claim as the “Live Music Capital of the World” to its growing foodie scene with upscale restaurants and over 1,200 food trailers, Austin is experiencing a renaissance. The exploding downtown area is the birthplace of Whole Foods, Stubbs BBQ and SXSW. New investments in innovation can be found around every corner. Come hear from Molly Alexander, Executive Vice President of Economic Development, Downtown Austin Alliance, and learn how this early-adopter city serves as a new model for urban centers in the 21st century.

SPEAKERMolly AlexanderExecutive Vice President of Economic DevelopmentDowntown Austin AllianceAustin, TX

Networking Break 1:30 – 2:00 pm

General Session2:00 – 2:45 pm Lone Star Ballroom, 3rd Floor

The Aging Economic Expansion: Implications for Retailing and the Retail Property SectorThe recovery is over! The U.S. economy is stronger now than it was at the peak of our last cycle – though not uniformly better. This is especially true in the retail sector, where some players are thriving, many are hurting and the world looks a lot different than it did a decade ago. This session will highlight the broad economic recovery supporting the retail sector and explore the structural changes transforming the retail landscape.

SPEAKERAndrew J. NelsonChief EconomistColliers InternationalSan Francisco, CA

Monday Continued


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General Session 2:45 – 3:45 pm Lone Star Ballroom, 3rd Floor

Experiential Retail in the Internet Age How do entertainment retailers think about site selection? How do digital developers approach physical space? This diverse panel of retail experience experts and digital pioneers will explore these questions and more. Attendees will learn how modern retailers create great experiences using tools both new and old.

MODERATORJames CookDirector of Retail ResearchJLL Indianapolis, IN

PANELISTS Jason ChenVice President, Retail & PartnershipsWithMeSan Francisco, CA

Jonathan DykeChief Operating OfficerSpring Marketplace, Inc.Chicago, IL

John MartinPartnerAlamo Drafthouse CinemaAustin, TX

Brett NeuReal Estate ManageriFLY Indoor SkydivingAustin, TX

Jay Ramirez User ExperienceChick-fil-A, Inc.Dallas, TX

Roundtable Discussions 4:00 – 5:30 pm Lone Star Ballroom, 3rd Floor

COORDINATORSLaura A. FullingtonICSC 2016 Research ConnectionsConference Co-Chair Assistant Vice President, Research Macerich Phoenix, AZ

Angela MatijasevicDirector, Analytics & InsightsWestfield, LLCLos Angeles, CA

TABLE ROUNDTABLE DISCUSSION TOPICS

1Evolving Millennials/Generation YLeader: Ian Lesyk, Westfield, LLC

2Repositioning B and C MallsLeader: Craig R. Tunstall, TerreMark Partners

3Food Trends in RetailLeader: John Lundregan, Chick-fil-A, Inc.

4Flagship Retail/Experience RetailLeader: James Cook, JLL

5Applying Big DataLeader: Angela Matijasevic, Westfield, LLC

6Grocery TrendsLeader: Alexander L. Doherty, Whole Foods Market

7Planning Urban RetailLeader: Kevin Young, DDR Corp.

8Massive Mobile Data: Applications in Retail and Shopping Center ResearchLeader: David Huntoon, Intalytics

9New Innovations in GISLeader: Jillian Elder, Walgreen Co.

10Increased Expansion of Outlet Retail in Non-Outlet VenuesLeader: Brian J. Schumacher, Chico’s FAS, Inc.

11Retail & Real Estate Analysis from an Investment Analyst’s PerspectiveLeader: Kelly Whitman, PGIM Real Estate

12BOPIS – Buy Online Pick Up in StoreLeader: Bill Hall, JC Penney

13Online Retailers Going to Brick & Mortar/Clicks to BricksLeader: Tim Corzine, Macerich

14Lifestyle Segmentation & PsychographicsLeader: Joe Rando, Trade Area Systems

Innovation Center Reception5:30 – 6:30 pm Lone Star Foyer, 3rd Floor

Monday Continued


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Tuesday, October 18

Registration7:30 am – 12:15 pm Lone Star Foyer, 3rd Floor

Continental Breakfast 7:30 – 8:00 am Lone Star Foyer, 3rd Floor

Innovation Center7:30 am – 12:15 pm Lone Star Foyer, 3rd Floor


Unpacking E-Commerce Sales DataE-commerce is an undeniable force in retailing today. This session will first look at global trends in e-commerce, distinguishing between sales generated by so-called pure-play Internet retailers and those generated by more traditional bricks-and-mortar retailers. The session will especially highlight recent in-depth analyses in the U.S. The implications of this analysis will be explored using recent consumer surveys to better understand the evolving nature of omnichannel retailing. Overall, the findings support the conclusion that it’s not about bricks versus clicks, but bricks with clicks.

SPEAKERSChris Gerlach Director, ResearchICSCWashington, DC

Jean LambertVice President, ResearchICSCNew York, NY

Matt PanfelSenior Research AnalystICSCNew York, NY


Market Optimization: Three Views This session will explore the distinct approaches to market optimization taken by three different organizations. REI is using both modeling and market intelligence to optimize networks by market for the very first time, whereas at

Walgreens it’s a lengthy annual exercise with a well-defined process. AT&T is starting to incorporate big data location variables (based on smart devices) into the analysis, providing a whole new perspective. This session will include a discussion of manual vs. modeled optimization methodologies, as well as an overview of the unique challenges of maximizing a market’s potential.

MODERATORCurt J. NewsomeManager, Real Estate Research & Strategy REIKent, WA

PANELISTSCraig S. HarrisAssociate Director, Retail Real Estate Analytics AT&T MobilityAtlanta, GA

David K. MillerSenior Director, Market Planning & Research, Strategy & Business DevelopmentWalgreen Co.Deerfield, IL

Networking Break 9:15 – 9:30 am


Analytics of Omni-ChannelWith consumers having more choices on how they purchase products, a holistic approach to market optimization is needed. Using spatial analytics can help to support data-driven decision-making and create directional analysis for a consumer-led market strategy. This presentation will use a mock scenario to illustrate a process of visualization, insights and collaboration to support holistic market planning.

SPEAKERAmy HarrisonGlobal Manager of Market MappingNike, Inc.Beaverton, OR


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Concurrent Sessions10:30 – 11:15 am

A. Warehouse and Logistics

Retail Logistics: Unlocking Hidden Value in the Retail Supply Chain Lone Star C, 3rd Floor

Distribution and fulfillment centers are critical components of a retail real estate network. At a time when competitive pressures are coming in from multiple angles, having the right omni-channel real estate strategy to both support store performance and meet consumer expectations means having the right logistics facilities in the right locations at the right costs. From returns to retail network right-sizing, an agile and efficient logistics strategy can allow retailers to best leverage their store brand and still deliver on their omni-channel promises.

SPEAKERSAaron AhlburnManaging Director of ResearchJLLEl Segundo, CA

Matt PowersExecutive Vice PresidentJLLChicago, IL

B. Practical Mapping Lone Star A–B, 3rd Floor

Less than a decade ago, location analysts could only choose between relatively high-powered and complex GIS platforms or much less sophisticated web-based tools for their mapping needs. Now new web-mapping solutions arrive annually, with features nearly as robust as full-blown GIS systems. This session will demonstrate the capabilities of several mapping platforms, both “old school” and brand new.

MODERATORCurt J. NewsomeManager, Real Estate Research & StrategyREIKent, WA

PANELISTSBill DakaiExecutive Vice PresidentTrade Area Systems, Inc.Attleboro, MA

Jillian ElderDirector, Enterprise Location IntelligenceWalgreen Co. Deerfield, IL

Bill McKeoghPrincipal Consultant Applied Analytics & Marketing ServicesPitney BowesDetroit, IL

Michael SimonPresidentTETRADVancouver, BC

Boxed Lunch 11:15 – 11:30 am Lone Star Foyer, 3rd Floor

General Session11:30 am – 12:15 pm Lone Star Ballroom, 3rd Floor

Canadian Retail: Dispelling the Myths, Eh?Our expert panel of retailers and developers will help dispel myths about Canadian retail while providing compelling facts and statistics about the consumer, market and growth opportunities. Beyond poutine, Tim Horton’s and hockey, hear about overall macro-economic and retail trends, factors influencing retail growth and development, and differences and similarities between the Canadian shopper and other markets. Attendees will also take away learnings and tips from cross-border retailer success stories told from the perspective of industry professionals.

MODERATORSusan E. Williams Senior Director, Strategic Insight The Cadillac Fairview CorporationToronto, ON

PANELISTSRobert J. BoyleSenior Director, Market ResearchIvanhoé Cambridge Inc.Toronto, ON

John CrombieSenior Vice President, Retail Leasing Canada Triovest Realty AdvisorsToronto, ON

Tuesday Continued


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Meeting Adjourns12:15 pm

Austin Retail Walking Tour (Optional Event)12:15 – 2:00 pm

Take a self guided walk across vibrant downtown Austin to meet at Whole Foods’ flagship store and global headquarters. Along the way, see Austin’s revitalized warehouse district and city hall quarter. Sign up ahead of time to join a guided tour of Whole Foods flagship store. After the tour, hang out and check out the downtown Austin retail hub around the intersection of 6th and Lamar.

Program information current as of October 5, 2016.

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Steve DeVaneICSC 2016 Research Connections Conference Chair Chick-fil-A, Inc.Atlanta, GA

Laura A. Fullington2016 ICSC Research Connections Conference Co-Chair MacerichPhoenix, AZ

Program Planning Committee

Booth BabcockLululemon Athletica, Inc.Vancouver, BC

James CookJLLIndianapolis, IN

Meredith DarnallGeneral Growth PropertiesChicago, IL

Bill HallJC PenneyPlano, TX

Craig S. HarrisAT&T MobilityAtlanta, GA

Leslie A. MastinKite Realty GroupIndianapolis, IN

Angela MatijasevicWestfield, LLCLos Angeles, CA

Cecilia MatosMacy’s, Inc.Cincinnati, OH

David K. MillerWalgreen Co.Deerfield, IL

Curt J. NewsomeREIKent, WA

Keith A. ReadingMorguardMississauga, ON

Melissa ReagenMetLifeMorristown, NJ

Brian J. SchumacherChico’s FAS, Inc.Fort Myers, FL

Andrew StarrGenslerBrighton, MA

Craig R. TurnstallMarket Analysis & ResearchMinneapolis, MN

Deborah WeinswigFung Global Retail & TechnologyNew York, NY

Susan E. WilliamsThe Cadillac Fairview CorporationToronto, ON


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We sell data. Good, complete, accurate, worldwide store location data. You won’t find a better source. Get an edge on your competition,

identify areas of growth opportunity, or attach value-added services and offerings to your own products by sourcing this information.

Contact: Chris Hathaway Phone: +1 253 617 1401 www.aggdata.com

One of North America’s premier marketing and analytical services

companies, Environics Analytics helps customers turn data and analytics into insight, strategy and results. Established in 2003, EA offers the full range of analytical services—from data supplier to strategic consultancy—and provides authoritative reports, software and modelling approaches to solve business challenges. Its team of 120 marketers, modellers and geographers help organizations identify their business problems, develop data-driven solutions and achieve success along every phase of their analytics journey. Each year, EA assists more than 2,500 organizations, including not-for-profits, municipal/government agencies and businesses in a wide range of industries and sectors. EA is a member of the Environics group, a unique alliance of companies dedicated to providing intelligent research, analytics and communications.

Contact: Julia Vasilev Phone: +1 416 969 2733 www.environicsanalytics.com

Is this a good location for a store? Who shops in this location? What is the potential

trade area for this location and who lives there? Where are my potential customers? Ask Esri. Esri provides software that enables retail and real estate professionals to quickly evaluate locations by leveraging geographic data about lifestyle, income and demographics in order to preform detailed analysis, model sales potential, and better understand those characteristics of a location that drive business success. Esri’s platform enables every retail professional, from planners to real estate analysts to business intelligence team to leverage geography and spatial analysis in their enterprise.

Contact: Melissa Kralik Phone: +1 909 793 2853 Ext. 2841 www.esri.com

Gadberry Group combines 25+ years of spatial data science expertise to provide location-based information data

products and services for clients who demand the most current, accurate and precise geo-demographic data for their location analysis and research. Headquartered in Little Rock, Arkansas, Gadberry has industry-recognized expertise for combining sophisticated data development, software development and professional services to help clients solve business problems related to site and store selection, marketing campaigns based on specific geographic and demographic targets and geographic-based analytics. For additional information, visit Gadberry at www.gadberrygroup.com.

Contact: Janey Pettit Phone: +1 501 907 7100 www.gadberrygroup.com

Exhibitors


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Intalytics provides world-class predictive analytics tools and technologies to retailers,

restaurants, financial institutions, healthcare providers, service organizations and private equity firms seeking location-centric solutions. For many of our customers, we function as their internal research department, employing our analytical expertise on their behalf while serving as their trusted advisor with respect to their most capital-intensive (and unforgiving) decisions: real estate. Clients that prefer to empower their internal staff with our predictive analytics capabilities often elect to utilize our SiteIntel application to leverage Intalytics’ innovative tools and models. With Intalytics’ SiteIntel delivery platform, clients generate insights in an intuitive, customizable environment designed to maximize ease of use. Our unwavering goal is to collaborate with clients to ensure that our solutions address their specific needs, providing them with the most accurate, actionable and innovative insights available in the predictive analytics discipline today.

Contact: Matt Montgomery Phone: +1 858 472 1551 www.intalytics.com

MasterCard Advisors, the professional services arm of MasterCard, provides clients around the world with insights and solutions that drive business

impact and ROI. The company uses advanced analytics and deep payments expertise to translate data into actionable behavioral insights and customized services. With analyses based on more than 43 billion anonymous transactions processed in 210 countries and territories worldwide, the company leverages aggregated information and a consultative approach to help financial institutions, merchants, media companies, governments and other organizations grow their businesses.

Contact: Andrea Booker Phone: +1 914 249 6182 www.mastercardadvisors.com/storybehindtherent

Beitz and Daigh Geographics created Planned Grocery for real estate organizations to have better access to planned grocery

store sites and for companies to be able to use this data for site selection and market planning. This new app is tracking over 1,100 locations across the United States that have some type of grocery anchored development activity. Current and former clients of Beitz and Daigh Geographics include Grocery Retailers, Shopping Center Owners, Real Estate Investors, Retail and Multi-Family Developers, Real Estate Brokers, Investment Banking Organizations and Entrepreneurs.

Contact: David Z. Beitz Phone: +1 803 451 0305 www.plannedgrocery.com and www.beitzanddaigh.com

Tetrad is a mapping analytics software and services company that helps clients make better

real estate decisions. Tetrad designs highly customizable and flexible Sitewise solutions for organizations in the restaurant, retail, real estate, healthcare and financial services sectors across North America. Curious and proactive, the team at Tetrad takes time to get to know clients to deeply understand their needs so that the team can deliver the right mix of data, GIS tools and support services that clients need to solve complex business challenges.

Contact: Michael Simon Phone: +1 604 685 2295 Ext. 302 www.tetrad.com

Exhibitors (continued)


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Trade Area Systems goes far beyond mapping and demographics. We are the only supplier of collaborative

site selection technology designed for retail real estate. Our suite of products triples real estate productivity by connecting people to the market and business intelligence they need to rule out inferior deals early in the process, which allows everyone to focus their energy on only the best opportunities. This results in superior outcomes with drastically lower costs. TAS customers include the top retailers and retail owners and developers

Contact: Joseph Rando Phone: +1 508 223 3003 Ext. 211 www.tradeareasystems.com

UberMedia, one of the most trusted mobile authorities, transforms mobile behavioral data to power actionable business intelligence, advertising and measurement. UberMedia’s diverse

suite of products process billions of social, demographic and location signals daily for Fortune 500 companies across retail, automotive and entertainment to better understand and influence modern consumers with the most accurate business decision science. Recognized as a pioneer in targeted mobile advertising, UberMedia was listed as Fast Company’s “50 Most Innovative Companies” and the Wall Street Journal’s Top “50 Startups.” UberMedia is headquartered in Pasadena, California, as a network company of Idealab, a world-renowned operator of leading technology businesses.

Contact: Doug Shaddle Phone: +1 619 405 3684 www.ubermedia.com

Exhibitors (continued)

Network and conduct business with more than 10,000 attendees and over 500 exhibitors, for two full days of deal making.

Jacob K. Javits Convention Center l New York City l December 5 – 6, 2016 l #NYnDM

Keynote Speaker: Kevin Plank Founder and CEO, Under Armour

Enhance your career skills with training on industry concepts from ICSC’s world-class speakers with Professional Development Workshops.

Stop by Retailer Row, Finance Pavilion, Global Pavilion and P3 Pavilion – all on the trade show floor.

For more information visit www.icsc.org/2016EDM.

ICSC Research Connections ConferenceJW Marriott Austin | Austin, TXOctober 16 – 18, 2016#ICSCResConwww.icsc.org/2016RC

ICSC Research Connections Conference

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