Schedule of Events · Schedule of Events MONDAY, FEBRUARY 23 1:30 PM 1:45 PM Welcome Remarks 1:45...

Schedule of Events

MONDAY, FEBRUARY 23

1:30 PM – 1:45 PM Welcome Remarks1:45 PM – 2:00 PM 2015: A Year in Perspective – What to Watch2:00 PM – 3:00 PM Overview of Events That Shaped the P3 Landscape In 2014 and Discussion on What Will Define The U.S. P3 Experience in 20153:15 PM – 4:30 PM Planning,

Procurement, andPolitical Will

P3: The AmericanModel

Are P3s The RightChoice To FinanceNew And MonetizeExisting CampusFacilities?

P3 Building PerformanceGuarantees andIncentives: Changing theBallgame in FacilityDevelopment

How to Help P3 LawyersSleep Better at Night

4:45 PM – 6:00 PM Reflections on the Keys to a Successful P3 - Lessons Learned from Real Deals6:00 PM – 7:00 PM Opening Night Welcome Reception

TUESDAY, FEBRUARY 24

8:00 AM - 9:00 AM Networking Breakfast9:00 AM - 10:15 AM P3 Centers of Excellence

10:30 AM - 11:45 AM Testimonials ofPublic ManagersWho Survived P3Challenges

Applying P3Concepts to LocalLevel Projects

How the Private Sectoris Partnering to SolveHigher Ed Issues

Dallas TransitInfrastructure:Public, Private orP3?

Advancing PublicBuilding P3Projects

Deal DaySession #1

11:45 AM – 1:45 PM

12:30 PM – 1:45 PM

Networking Lunch

Lunch Plenary Session: Real Estate Projects Executed in Partnerships and other Collaborations with Governmental Authorities

2:00 PM – 3:15 PM KeyConsiderationsfor ImplementingP3 Projects

Developing Hotelswith P3s: Pre-Planning ForSuccess

From the Rucksacks tothe Backpacks: HowMHPI Can ReinventStudent Housing

Value for Money?Examining theValue Propositionof Public-PrivatePartnerships forSocialInfrastructureProjects

Deal DaySession #2

3:30 PM - 4:45 PM How Not toBlow It

Public Entities &the Focus onEnergy Savings &Sources

Lessons Learned fromUniversity OfWashington BiomedicalResearch Campus

Beyond Financeand Development:Leveraging thePrivate Sector forOperations andMaintenance

Deal DaySession #3

5:00 PM – 5:30 PM Special Keynote Address: Lessons from NFL Hall of Famer Emmitt Smith5:30 PM – 7:00 PM Networking Reception

WEDNESDAY, FEBRUARY 25

7:30 AM – 8:30 AM Networking Breakfast8:30 AM – 9:45 AM The 3rd Letter in P3 Stands for Partnership

10:00 AM - 11:00 AM P3 Challenges for Contractors – Buildinga Long Term Plan

EB-5 and P3: Advantages ofAlignment

P3 Trends In Education

11:15 AM - 12:15 PM Cities and the Heightened Need,Opportunities and Challenges for P3

Closing the Gap with Acronyms: TIF,NMTC, EB-5, TOT, and More!

Unraveling the Complexity of P-4 “Angle”

Schedule of Events

MONDAY, FEBRUARY 23















Deal DaySession #1

11:45 AM – 1:45 PM

12:30 PM – 1:45 PM

Networking Lunch






Deal DaySession #2





Deal DaySession #3










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MONDAY, FEBRUARY 23















Deal DaySession #1

11:45 AM – 1:45 PM

12:30 PM – 1:45 PM

Networking Lunch






Deal DaySession #2





Deal DaySession #3










Schedule of Events

SUNDAY, FEBRUARY 22

4:00 PM – 7:30 PMRegistration Check In (Expo Hall)Exhibitor Set-Up (Expo Hall)

MONDAY, FEBRUARY 23

8:00 AM – 1:30 PMRegistration Check In (Expo Hall)Exhibitor Set-Up (Expo Hall)

1:30 PM – 1:45 PMWelcome Remarks (Dallas Ballroom B+C)

1:45 PM – 2:00 PM2015: A Year in Perspective – What to Watch (Dallas Ballroom B+C)In the opening session, the Executive Chairman of one of North America’s leading P3 investors will highlight the most notabledevelopments that shaped the P3 landscape in 2014 and preview the major political, policy, and project developments thatmay define the U.S. P3 experience in 2015.

Presenter: Dale Bonner, Executive Chairman, Plenary Concessions

2:00 PM – 3:00 PMOverview of Events That Shaped the P3 Landscape In 2014 and Discussion on What Will Define The U.S. P3Experience in 2015. (Dallas Ballroom B+C)An opening session panel of public and private sector experts will look at the current trajectory of the U.S. P3 market andoffer an over-arching discussion of major themes to be addressed at this year’s conference.

Moderator: Dale Bonner, Executive Chairman, Plenary ConcessionsPanel: Samara Barend, Senior Vice President, AECOM Capital

Byran Kendro, Director at Public-Private Partnerships Office, PennDOTDiane Barrett, Chief Projects Officer, City and County of Denver Colorado

3:00 PM – 3:15 PMBreak

3:15 PM – 4:30 PMBreakout Sessions

Planning, Procurement, and Political Will (Dallas Ballroom D3)No public agency begins a P3 project thinking it will not succeed. Every initiative begins with a degree of optimismand the belief the project will succeed. But launching a complex P3 project with a business-as-usual mentality willonly bring the agency frustration and failure. Success requires a well thought-out early programmatic process, localsupport, and strong political will. Join us for a lively panel discussion on how to successfully plan and procure asuccessful P3 initiative. This panel will explore lessons learned in the process of determining internal governance tooversee key issues on planning, procurement, and politics.

Moderator: Albert E. Dotson, Jr., Shareholder, Bilzin Sumberg LLPPanel: George M. Burgess, Chief Operating Officer, Becker & Poliakoff

Bill Johnson, Director, Miami-Dade Water and SewerMary Scott Nabers, President & CEO, Strategic Partnerships

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SUNDAY, FEBRUARY 22


MONDAY, FEBRUARY 23













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SUNDAY, FEBRUARY 22


MONDAY, FEBRUARY 23













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P3: The American Model (Dallas Ballroom D2)The Pros and Cons to using the nation's leading P3 approach to developing social infrastructure. This session willcompare and contrast the American Model (blending tax exempt financing with private delivery, operations andmaintenance) with the International Model by offering case studies, examples and flushing out the commonmisconceptions to using Public-Private Partnership for developing government buildings.

Presenter: John Finke, Senior Program Manager, Team Leader of NDC HEDC Public-PrivatePartnerships

Are P3s The Right Choice To Finance New And Monetize Existing Campus Facilities?(Dallas Ballroom D1)Even as public funding for higher education has waned and many have questioned the value of a degree, collegesand universities are facing intense pressure to deliver innovative services and facilities in an increasing debtconstrained environment. This panel will discuss the various facility types and deal structures which have beenexecuted in public private partnerships on U.S. college and university campuses. We will discuss possibleimplications of P3s on the debt capacity, credit rating and student relationships of the institutions, as well as bestpractices in selecting and negotiating with prospective partners.

Moderator: Jason A. Taylor, Vice President, The Scion Group LLCPanel: Sarah Blouch, President, CampusParc

James Wilhelm, EVP P3 Transactions, American Campus CommunitiesJulie Skolnicki, Senior Vice President, EdR TrustJim Short, Senior Vice President, Balfour Beatty Campus Solutions

P3 Building Performance Guarantees and Incentives: Changing the Ballgame in Facility Development(Dallas Ballroom A3)This presentation will explore the use of Building Performance Guarantees and Incentives in P3 Social InfrastructureDevelopment, including their application to LEED, Net Zero Energy and other energy consumption certifications andguarantees. The Panelists have experience with some of the preeminent Social Infrastructure Developments inNorth America and the use of Building Performance Guarantees and Incentives covering the long term operationsand maintenance of the facilities developed.

Moderator: William Eliopoulos, Partner, Rutan & Tucker, LLPPanel: Mike Marasco, CEO, Plenary Concessions

Geoffrey Stricker, Managing Director, Edgemoor Infrastructure & Real EstatePhil Blanchard, Partner, Rutan & Tucker, LLP

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How to Help P3 Lawyers Sleep Better at Night (Dallas Ballroom A2)A roundtable discussion on the unique legal and business challenges that in-house and outside counsel deal with inmanaging P3 transactions. The discussion will be moderated by experienced P3 counsel and will be a roundtableformat that will encourage participation and the sharing of ideas of all attendees. This informative and interactivesession will aim to identify and explore possible solutions to the most compelling and important issues that keep in-house and outside P3 counsel awake at night.

Moderator: Edward J. (Ted) Hunter, Partner, Lowenstein SandlerPanel: Jennifer Bales Drake, Shareholder, Chair, Real Estate; Vice Chair, Public Private

Partnerships, Becker & PoliakoffKevin Davis, Assistant General Counsel, Lend Lease Americas


4:45 PM – 6:00 PMGeneral Session: Reflections on the Keys to a Successful P3 - Lessons Learned from Real Deals (Dallas BallroomB+C)There are proven “keys to success” to making a P3 project successful, regardless of the public partner (state agency or a localgovernment) or the project (infrastructure procurement or a real estate/economic development). Success requires morethan value for money analysis, efficient capital deployment, operational expertise and innovative solutions. In thisinteractive session you will learn about the “4P’s Required Before the P3” and other real world project based reflections onwhat went well, what could have been done better and what was a failure! This is not a case study presentation, but rathera moderated open, honest and reflective discussion on lessons learned best practices for future projects. We will also wantto open up the discussion to the attendees so that we may learn from one another.

Moderator: Seth Merewitz, Partner, Best, Best & Krieger, LLPPanel: Megan Matson, Partner, Table Rock Capital

Stephen Reinstein, Former CEO, Long Beach Judicial Partners LLCBrian Cullen, President, Perc WaterClaudio Andreetta, Director of Business Development, Johnson Controls

6:00 PM – 7:30 PMOpening Night Welcome Reception (Expo Hall)

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8:00 AM - 9:00 AMNetworking Breakfast (Expo Hall)

9:00 AM - 10:15 AMP3 Centers of Excellence (Dallas Ballroom B+C)State-level procurement officials who have managed Public Private Partnerships in the transportation sector have years ofhead start on those who have only recently engaged this alternative project delivery method for social infrastructure needs.Representatives of agencies engaged in P3s will address the benefits of the development of P3 Centers of Excellence andhow drawing upon the experiences of peers and colleagues can facilitate the adoption of best practices and accelerate therestoration and rebuilding of existing infrastructure and facilitate the development of vital new public infrastructure.

Moderator: Rodney Moss, Senior Vice President, AON Risk SolutionsPanel: Marc Romoff, CEO, The Canadian Council for Public-Private Partnerships

Chris Taylor, Executive Director, West Coast Infrastructure ExchangeLarry Blain, Senior Director, Global Infrastructure Advisory, KPMGTimothy Merriweather, Partner, Longbow Partner LLP

10:15 AM - 10:30 AMBreak

10:30 AM - 11:45 AMBreakout Sessions

Testimonials of Public Managers Who Survived P3 Challenges (Dallas Ballroom D3)Hear current and former officials from the public sector discuss the challenges, solutions, risks and rewards of P3projects from the public perspective. Hear what keeps public officials engaged in P3s up at night and how theprivate sector can prepare to address and solve those concerns, so as to ensure a more fluid, efficient and effectiveprocess and project.

Moderator: Lee Weintraub, Partner, Becker & PoliakoffPanel: Diane Barrett, Chief Projects Officer, City and County of Denver Colorado

Anthony Barbar , Board of Governors, Florida Atlantic University

Applying P3 Concepts to Local Level Projects (Dallas Ballroom D2)There is a growing desire in local and state level governments for creative solutions and utilization of private sectorexpertise and investment to maximize public return on water, sanitary sewer and recreation projects. There is alsogrowing interest in utilizing P3 concepts and structures for inter-governmental cooperative projects. This sessionwill discuss the application of critical P3 concepts to small projects and how to utilize those concepts in non-typicalP3 and governmental transactions.

Presenters: Russell W. Dykstra, Shareholder, Spencer Fane Britt & Browne LLPEric Hecox, Executive Director, South Metro Water Supply Authority

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How the Private Sector is Partnering to Solve Higher Ed Issues (Dallas Ballroom D1)We’ll leverage case studies to explore what we have to learn about creating mutually beneficial relationshipsbetween private companies and higher education institutions.

Moderator: Kevin Wayer, Co- President, JLLPanel: Shannan Nelson, Director of Business Operations, University of Kansas

Susan Ridley, AV Chancellor for Fiscal Affairs, University System of GeorgiaDaniel M. Feitelberg, Vice Chancellor, Planning and Budget, UC Merced

Dallas Transit Infrastructure: Public, Private or P3? (Dallas Ballroom A3)Join a panel of local and national P3 leaders for a discussion on successful transit-oriented development P3strategies. This panel will highlight future improvements in rail infrastructure in the CBD of Dallas using other P3structures as examples and comparisons.

Moderator: John Ruggieri, Vice President, RTKLPanel: David Leininger, Executive Vice President & CFO, Dallas Area Rapid Transit

Lee Ploszaj, President & Managing Director, DCK Capital SolutionsManju Chandrasekhar, Vice President, Arcadis P3 Global

Advancing Public Building P3 Projects (Dallas Ballroom A2)Although the US P3 market has been dominated by transportation projects, the backlog of dilapidated schools,courthouses, prisons, and other public buildings grows. This discussion will highlight the history of P3 expansion inthe transportation sector and provide insight as to how states and municipalities can utilize this approach forbuildings as well.

Presenter: Samara Barend, Senior Vice President, AECOM Capital

Deal Day Session 1 (Dallas Ballroom A1)Presenters unveil insightful information about unreleased development projects and procurement opportunities.Sessions are designed for industry partners looking to develop new relationships with local governments andagencies interested in broadening their visibility and attracting new development partners for upcoming projects.

Presenters: Brent Grening, CEO, Port of Ridgefield, WashingtonDavid Ripp, Executive Director, Port of Camas-Washougal, WashingtonTodd Coleman, CEO, Port of Vancouver, WashingtonJohn Colon, Community Development Director, City of Birmingham, Alabama

11:45 PM – 1:45 PMNetworking Lunch (Expo Hall)

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12:30 PM – 1:45 PMLunch Plenary Session: Real Estate Projects Executed in Partnerships and other Collaborations withGovernmental Authorities (Dallas Ballroom B+C)Every real estate project executed in partnership or other collaboration with a government entity involves unique andchallenging issues. In this session, you will hear the Commissioner of Public Building Services for the General ServicesAdministration (GSA) describe (i) the GSA’s property exchange program, in which the GSA exchanges real property it ownsfor other property for Federal government use, and (ii) the GSA’s property for construction services exchange program, inwhich the GSA exchanges property it owns for construction services performed on other properties used or planned for useby the Federal government, with highlighted examples to include the new FBI headquarters to demonstrate how GSA isworking with the private sector in new and innovative ways to leverage limited Federal funding. You will also hear seniorprofessionals describe transaction terms, challenges and solutions employed on two large and complex real estate projectsexecuted in partnerships and other collaborations with government authorities. The structures and many terms for thoseprojects are common to smaller projects and other projects of lesser complexity.

Moderator: Tom Galli, Shareholder, Greenberg TraurigPanel: Norman Dong, Commissioner, Public Buildings Service, General Services

AdministrationGeoffrey Stricker, Managing Director, Edgemoor Infrastructure & Real Estate


Key Considerations for Implementing P3 Projects (Dallas Ballroom D3)This session provides best practices for and lessons learned from the development of projects through public–private partnerships. The speakers will discuss key considerations and case studies in implementing P3 projects,including development of performance specifications, dispute resolution approaches and risk allocation betweenthe private and public partners.

Moderator: Christine Ryan, Partner, Nossaman LLPPanel: Kim Daily, Sr. Program Manager at Jacobs Engineering

Claire McGuinness, Office General Counsel, TxDOTPatricia de la Pena, Partner, Nossaman LLP

Developing Hotels with P3s: Pre-Planning For Success (Dallas Ballroom D2)Local governments across the country are exploring public-private partnerships for the delivery of new conferenceand convention center headquarters hotels. Success requires a well thought-out early programmatic process, localsupport, and strong political will in order to maximize developer response. Attendees will hear from both thedeveloper’s and public’s perspective on their stories surrounding P3 hotels. Topics to be discussed include: Whatare the right strategies for implementing a P3 for hotel development? What is expected of both parties (public andprivate) to make a project viable? How does the public plan to gain local support and get the required incentivepackage approved? What are some of the best practices that have been tested in markets around the country?

Moderator:s: Jeff Sachs, Partner, Strategic Advisory GroupPanel: Erin Litvak, Community Services Department Director, Salt Lake County

Mark Purcell, Vice President, Starwood Hotels & Resorts Worldwide, Inc.Tom Lander, Vice President, Mortenson Development

From the Rucksacks to the Backpacks: How MHPI Can Reinvent Student Housing (Dallas Ballroom D1)What does higher ed have in common with the Department of Defense (DoD)? Outdated infrastructure caused byyears of underfunding. Limited resources are focused on core businesses, which for higher ed is educating America’sfuture and for the DoD, it’s training to protect America’s interests. Both are necessary and patriotic endeavors. Inthe late 90s, the DoD turned to the private sector for their installation housing needs. The housing inventory was an

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average of 33 years old with 25% over 40 years old. 43% (58,000 units) were considered substandard by federalguidelines. Using the traditional government MILCON procurement approach, it was determined that the DoDwould’ve needed over 20 years and in excess of $16 billion to complete the necessary work. In 1996 the MilitaryHousing Privatization Initiative (MHPI) was enacted allowing for an innovative and highly effective public-privatepartnership (P3) model to finance, develop, modernize and manage over 170,000 units/510,000 beds of safe,affordable, high-quality housing through long-term partnerships. Today, higher education institutions findthemselves in similar predicaments; on average 60% of a school’s space is over 25 years old and they face a backlogof $92 per gross square foot. Despite increased demands, rising costs, fixed revenues and decreased endowmentshave stalled renovation and new construction projects on campuses across the country. Given higher education’spresent environment and the past successes of P3s with the DoD, it’s time to bring this model to the collegiatearena.

Moderator: Kurt Ehlers, Managing Director, Corvias Campus LivingPanel: Susan Ridley, Associate Vice Chancellor for Fiscal Affairs/Finance Director,

University System of GeorgiaShan Gastineau, Managing Director, JLL

Value for Money? Examining the Value Proposition of Public-Private Partnerships for SocialInfrastructure Projects (Dallas Ballroom A3)This session will give you an overview of the value proposition of P3 based on empirical data and case studies fromleading P3 markets around the world. In this interactive session covering the search for value, we will addresschoosing the right procurement for your project based on what provides the most compelling value as well asconstraints to the social P3 market.

Presenter: Chris Guthkelch, Project Director, Skanska Infrastructure Development Inc.

Session Coming Soon (Dallas Ballroom A2)


Presenters: Kelly R. Leid, Executive Director North Denver Cornerstone Collaborative, City ofDenver, ColoradoStephen Lehmkuhle, Chancellor, University of Minnesota RochesterD.J. Baxter, Executive Director, Redevelopment Agency of Salt Lake City, UtahShannan Nelson, Director of Business Operations, University of Kansas

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3:15 PM - 3:30 PMBreak

3:30 PM - 4:45 PMBreakout Sessions

How Not to Blow It (Dallas Ballroom D3)What’s worse than not being able to launch a much-needed P3 project? Answer- Launching it and having it crash! Ourpanelists will review the “seven essentials” for success in P3. They will also identify what contract terms the privatesector can live without, and what terms are in the “got to have” category. Looking outside the contract, the panel willdiscuss what micro and macro conditions can mean success or failure for a P3 project.

Moderator: Daniel Mcrae, Shareholder, Seyfarth Shaw LLP PartnerPanel: Michael Palmieri, Advisor

Eric Krueger, Senior Vice President - Central Region, Balfour Beatty ConstructionCharles Whatley, Managing Director, UrbanIS

Public Entities & the Focus on Energy Savings & Sources (Dallas Ballroom D2)From reducing the cost of energy consumption to leveraging energy from renewable resources to building powergrids, public entities are exploring solutions to their energy challenges – and leveraging private funds to do so. JLLwill moderate a panel that discusses P3 projects that are helping to develop renewable and alternative energysources and reduce energy costs. The discussion will leverage notable cases, including a discussion of the Army’sgroundbreaking P3 project to ensure that 25% of its energy comes from renewable sources by 2025 and the State ofVirginia’s innovative approach to managing their energy costs.

Moderator: Barry Scribner, Co-President, JLLPanel: Amanda Simpson, Director, Office of Energy Initiatives, US Army

Christopher Moriarty, Director, Wells Fargo SecuritiesJoseph Corrigan, Senior Government Relations Director, Kelley-Drye

Lessons Learned from University Of Washington Biomedical Research Campus (Dallas Ballroom D1)When the University Of Washington School Of Medicine prepared a multi-phase plan to develop a biotechnologyand medical research hub, it used a P3 to transform the South Lake Union neighborhood of Seattle, allowing theSchool to accelerate the building process, save the University millions of dollars and deliver state-of-the-art facilitiesthat have been a catalyst in the area’s redevelopment. Winning national awards, including the National Council forPublic-Private Partnerships 2014 Innovation Award, P3 has been the model underlying the success of all threephases totaling six buildings and 903,000 square feet of complex, life sciences laboratory and office space.Attendees will hear multi-phase development team’s perspective and their stories surrounding the P3 developmentof the South Lake Union. Topics to be discussed include the right strategies for implementing the project, what wasexpected of both parties to make a project viable and how they accessed creative financing by blending tax exemptfinancing with private delivery, operations and maintenance in a exceptional approach to collaborative projectdelivery.

Moderator: Wendy Heintz-Joehnk, Business Development, Affiliated Engineers, Inc.Panel: Jill Morelli, Director of Facilities University of Washington’s School of Medicine

Dean Eriksen, Principal and Director, Affiliated Engineers, Inc.Anthony Gianopoulos, Principal and Director of Operations, Perkins + WillJohn Finke, Senior Program Manager, Team Leader of NDC HEDC PPPTodd Lee, EVP, Sellen Construction

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Beyond Finance and Development: Leveraging the Private Sector for Operations and Maintenance(Dallas Ballroom A3)Explore how to successfully leverage a public/private partnership for facilities operationsplanning. Leveraging examples from recent partnerships, we will discuss how to create yourplan, what challenges to consider, how to measure success, and key results we’ve seen.

Moderator: Bob Hunt, Senior Vice President, Public Institutions and Brokerage, JLLPanel: Robert Oglesby, Commissioner, Dept. General Services, State of Tennessee

Abigail Rider, AV Chancellor, Real Estate, University of California, Merced


Presenters: Eric Johnson, Economic Development Program Manager, City of PhoenixMichelle Romero, AICP, EDFP, Manager of Redevelopment, City of HendersonRedevelopment Agency, NevadaLuz Borrero, Deputy COO for Development, DeKalb County, GASid Gonsoulin, AVP of Student Affairs, City of Hattiesburg, MississippiCharles Childress, Director, The University of Southern Mississippi


5:00 PM – 5:30 PMSpecial Keynote Address: Lessons from NFL Hall of Famer Emmitt Smith (Dallas Ballroom B+C)A passionate entrepreneur, small business owner, as well as a Pro Football Hall of Famer and the NFL's all-time leadingrusher, Emmitt Smith is an expert at setting and achieving goals in all areas of his life. A forward-thinking businessman whonow heads up several small businesses spanning real estate, construction, technology and philanthropy (via Pat & EmmittSmith Charities), Smith will share his life story and success strategies with attendees. Attendees will leave this entertainingand motivational keynote with inspiration to fuel setting your own personal and professional goals, following through andachieving maximum success.

Presenter: Emmitt Smith, President & CEO, Emmitt Smith Enterprises

5:30 PM – 7:00 PMNetworking Reception (Expo Hall)

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7:30 AM - 8:30 AMBreakfast

8:30 AM - 9:45 AMThe 3rd Letter in P3 Stands for Partnership (Dallas Ballroom B+C)P3 legislation enables states, municipalities and regional authorities to tap in to private sector innovation. Effective P3legislation invites submission of innovative, market-driven proposals to address the needs for public infrastructure. Engagewith innovative leaders on what they view as best practices, how the utilization of these practices is changing the face of P3sand how success is being achieved through PARTNERSHIP. Join leaders and owners as they discuss best practices, share casestudies and the positive effects of P3 on communities.

Moderator: Joe Wingerter, Director of P3 Project Development, KiewitPanel: Richard Fierce, Senior Vice President, Fluor

Paul Williams, President and Chief Executive Officer, DASNY (DormitoryAuthority State of New York)

9:45 AM - 10:00 AMBreak


P3 Challenges for Contractors – Building a Long Term Plan (Dallas Ballroom D3)The P3 model has been popular in the European Union since the early 1990’s. In the US, however, with many statesstill in line to create legislation in their markets, these projects are just now becoming a real part of contractors’everyday conversations. However, within these conversations contractors should also be asking questions aroundthe challenges and risks involved in bidding on a P3 project. Join us for an informative discussion where we willreview the challenges that contractors should be addressing around time and expense, the three main types of P3projects and their lifetimes, potential public oversight and scrutiny, fiscal and integrity monitors and AG oversight,MWBE and compliance challenges and more.

Presenter: Jack A. Callahan, Partner, Construction Industry Practice Leader, CohnReznick

EB-5 and P3: Advantages of Alignment (Dallas Ballroom D2)In recent years, the U.S. immigrant investor program – known as the “EB-5 Program” – has emerged as a flexiblefinancing source that is used in diverse economic development projects all around the country to boost localeconomies, improve communities, and create American jobs – and quite often in a P3 model. During this session,attendees will hear from leading industry experts with proven success in the applying P3 models to EB-5 and learnhow EB-5 financing and a P3 relationship contribute to the necessary alignment of interests to be successful inutilizing the EB-5 Program to improve or revitalize your community.

Moderator: Peter Joseph, Executive Director, IIUSAPanel: Dan Healy, Managing Director, Civitas Capital Group

Kraig Schwigen, Managing Director, CMB Export Regional CenterTom Rosenfeld, CEO, CanAm Entreprise

P3 Trends in Education (Dallas Ballroom D1)With state appropriations for colleges and universities continuing to plummet, enrollments at institutions of higherlearning continuing to increase, and on-campus buildings and infrastructure continuing to age, more and morecollege and university presidents are being told to consider Public Private Partnerships for their capital needs. Thispresentation will look at P3 trends in education and will include numerous case studies of actual P3 transactions for

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a variety of educational assets including academic, administrative, and residential buildings. Other strategies such asmonetization and income generation from excess land will be addressed.

Presenter: Bob Shepko, President, Balfour Beatty Campus Solutions

11:00 AM - 11:15 AMBreak

11:15 AM - 12:15 PMBreakout Sessions

Cities and the Heightened Need, Opportunities and Challenges for P3 (Dallas Ballroom D3)A panel of public and private partners from Canada and the U.S. share their experience on notable P3 projects inurban-areas across North America and why applying the unique lessons learned from such city projects areimportant toward creating a groundswell of successful Metropolitan Area Public Private Partnerships (MAP3).

Closing the Gap with Acronyms: TIF, NMTC, EB-5, TOT, and More! (Dallas Ballroom D2)From urban redevelopment and historic preservation to housing and infrastructure, there are a myriad of gapfinancing tools and programs available to help developers and communities bring their project to fruition. Oftenthese innovative tools remain underutilized throughout the country. During this session, attendees will hear fromleading industry development finance experts who will examine best practices and innovative uses of TIF and otherPublic/Private development finance tools including tax credits, EB-5, and other federal and state-specific programs.

Moderator: Charlie Johnson, President, Johnson ConsultingPanel: Ira Weinstein, Co-Office Managing Principal – Baltimore Office, CohnReznick

Michael Fitzpatrick, Partner, Baker TillyCharlene Heydinger, Executive Director, Keeping PACE in Texas

Unraveling the Complexity of P-4 “Angle” Projects (Dallas Ballroom D1)Three experts will uncover the winning elements of two Houston P4 Projects. With the catalyst of angel donors tospark the projects, these P-4 programs are revitalizing an inner-city neighborhood and an area’s natural resource.Presenters will review the successful MATCH program, Midtown Arts & Theater Center Houston – a $25 millionproject developing an inner-city block with exhibit space and performance venues for visual and performing arts,and leasing space for emerging art groups. Other topic’s discussed include the successes and learning’s of BuffaloBayou Park, a $55 million park restoration project to be completed next year transforming 160 acres into one of thecountry’s great urban parks, and the war stories about sparring with the city’s legal department in structuring thelong-term maintenance obligations – a key issue in all P4 Projects.

Moderator: Cassie Stinson, Shareholder, BoyarMillerPanel: Anne Olson, President, Buffalo Bayou Partnership

Jill Jewett, President, Jewett Consulting

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Schedule of Events · Schedule of Events MONDAY, FEBRUARY 23 1:30 PM 1:45 PM Welcome Remarks 1:45...

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