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BOMA International’s 2011 Medical Office Buildings & Healthcare Facilities Conference
Register now for the most comprehensive conference on healthcare facilities!
WWW.BOMA.ORG/MOB
Presented by Lillibridge, a Ventas Company
May 4–6, 2011Hyatt Regency DallasDallas, TX
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Diagnosing the current state of healthcare remains a challenge as uncertaintysurrounding healthcare reform, persistent capital constraints and competitivepressures to expand service areas continue to converge for health systems.
Can smart real estate strategies offer an antidote to these operating challenges? Join theleading healthcare and real estate experts as they discuss ways to leverage real estateinnovations to fulfill healthcare missions in this powerful, one-of-a-kind forum.
Expertise, Networking, Insi
Schedule-at-a-Glance
Wednesday, May 42:00–7:00 pm ......................................................................................Registration Pick Up2:45–5:30 pm ................................................................................................Building Tour6:00–7:30 pm ......................................................................................Welcome Reception
Thursday, May 56:45–8:15 am ......................................................................Registration and Exhibits Open
Continental Breakfast 8:15–9:30 am ..........................................................................................Opening Session9:45–10:45 am ....................................................................................Concurrent Sessions10:45–11:30 am ..............................................................Exhibits Open/Refreshment Break11:30 am–12:30 pm ............................................................................Concurrent Sessions12:40–2:15 pm ......................................................................................Keynote Luncheon2:30–3:30 pm ......................................................................................Concurrent Sessions3:30–4:15 pm ..................................................................Exhibits Open/Refreshment Break4:15–5:30 pm............................................................................................General Session6:00–7:30 pm....................................................................................Networking Reception
Friday, May 67:00–8:00 am ..............................................................................................Exhibits Open
Continental Breakfast 7:00–8:00 am................................................Healthcare Executive Breakfast—Invitation Only8:00–9:15 am............................................................................................General Session9:30–10:30 am ....................................................................................Concurrent Sessions10:30–11:15 am ..............................................................Exhibits Open/Refreshment Break11:15 am–12:45 pm ..................................................................................General Session12:45–1:00 pm............................................Concluding Remarks and Conference Conclusion
Register online at www.boma.org/mob � Question
402641_CK_402641_CK 3/8/2011 1:06 PM Page 3
sight: Your Rx for Success
stions? Call 202-326-6326 or email [email protected]
� Provider Strategies Track Sponsored by CB Richard Ellis
� Capital Markets Track Sponsored by Savills, LLC
� Leasing and Management Track Sponsored by ProMed Properties, Inc.
WEDNESDAY, May 42:45-5:30 pmBuilding Tour: Baylor Charles A. SammonsCancer Center at DallasSponsored by Duke Realty and Northwestern MutualPart�of�a�$154�million�expansion�at�Baylor�UniversityMedical�Center,�this�new�Cancer�Center�is�a�10-story,459,717�s.f.�outpatient�building�across�from�BaylorHealth�Care�System’s�existing�facility,�which�it�replaced.is�state-of-the-art�building�houses�four�linearaccelerators,�MRI,�PET,�CT,�a�rehabilitation�center,women’s�breast�center,�dedicated�chemotherapy�area,�aspecialized�pharmacy�and�areas�to�provide�services�suchas�high�dose�radiation�treatments,�clinical�trials�andtransplant�patient�review.�Discover�how�the�healthcaredevelopment�experts�at�Duke�Realty�worked�withBaylor�through�complex�strategic,�financial,�operationaland�regulatory�issues�to�create�a�complete�real�estatesolution,�bringing�Baylor�another�step�closer�to�its�goalof�becoming�a�worldwide�destination�for�cancer�care.Tour space is limited; reserve your place on the onlineregistration form. Transportation is provided.
6:00-7:30 pmWelcome ReceptionSponsored by Shattuck Hammond Partners
THURSDAY, May 56:45-8:15 amRegistration and Exhibits OpenContinental BreakfastSponsored by Waller Lansden Dortch & Davis LLP
8:15-9:30 amGeneral Session—Healthcare Evolution:Scoping the Latest TrendsSponsored by CB Richard Ellise�healthcare�industry�continues�to�adapt�to�emergingtrends�in�its�operating�environment,�the�capital�markets,regulatory�changes�and�new�diagnostic�technologies.Learn�more�about�the�most�dynamic�trends—transforming�healthcare�systems�into�Accountable�CareOrganizations�(ACOs),�reimbursement�threats,�the�risksand�rewards�of�implementing�electronic�healthcarerecords,�and�continued�consolidations�among�healthcareproviders�amid�ongoing�capital�constraints.�Speakers: Dr. Steven Mansfield, CEO, Methodist DallasMedical Center; Steve Jones, Chairman of the Board, HoagHospital and CEO of Snyder Langston; Kevin Holloran,Director, Standard & Poor’s Moderator: Gordon Soderlund,Senior Vice President, Director – Business Development, LendLease DASCO LLC
9:45-10:45 amConcurrent Sessions � Devising a Healthy Real Estate Strategy for Healthcare Organizations Healthcare�systems�increasingly�approach�real�estate�as�astrategic�asset.�Examine�the�key�elements�necessary�for�asuccessful�strategy�and�the�critical�success�factors�fromcase�studies�of�various�types�of�systems�at�various�stagesin�the�development�of�their�strategies.�Discover�howthese�systems�have�integrated�the�real�estate�strategyinto�the�overall�strategic�plan�for�the�health�system.�Speakers: David Baker, Consultant, Criterion HealthCare; Bev Erickson, Vice President–Asset Management,Trinity Health Moderator: Neil Carolan, Vice President-Chief Physician Development Officer, Network RealEstate, Carondelet Health Network
Conference Program
Concurrent Sessions TracksChoose one track... or mix and mingle sessions from each track to create a customized education experience.
Morgan KeeganShattuck HammondHealthcare Investment Banking
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9:45-10:45 amConcurrent Sessions, continued� Treating Capital Constraints: A HealthcareExecutive Roundtable Healthcare�systems�continue�to�face�capital�challengeswhich�impact�their�real�estate�planning.�e�prospectof�proposed�lease�accounting�changes�from�theFinancial�Accounting�Standards�Board�(FASB�13)further�complicates�this�process.�How�are�hospitalsaddressing�their�capital�dilemmas,�such�as�whether�ornot�to�monetize�MOBs?�Gain�insights�into�howsystems�are�coping�with�capital�constraints�and�howthe�real�estate�industry�can�offer�an�antidote—or�not.�Speakers: Jon M. Sulllivan, Jr., CCIM, Vice President of Real Estate Operations, Texas Health Resources; DavidEnnis, Senior Vice President, Kaufman Hall AssociatesModerator: Danny Prosky, President, Grubb & EllisHealthcare REIT, II
� Critical Care: Managing Ever Higher Acuity Usesin MOBs“Plain�vanilla”�MOBs,�which�house�only�doctors’offices,�are�disappearing.�As�MOBs�increasinglyincorporate�ever�higher�acuity�tenancies,�PMs�can�facemany�challenges—increased�liabilities,�managing�tenantimprovement�projects�next�to�sensitive�equipment,insurance�certificate�requirements,�dealing�with�specialdiagnostic�equipment�and�chemicals;�and�buildingoperating�hours,�cleaning�and�repairs/maintenancerequirements.�Learn�what�facility�managers�who�areresponsible�for�these�tenancies�face�in�terms�of�leasingchallenges�and�compliance,�including�JCAHO.Speakers: Joanne Ranft, Director, Property Management,Mount Carmel Health System; Kevin E. Fetters, CHFM,Director of Facility Operations, Centerpoint MedicalCenter; Phillip Taylor, Senior Vice President of Architectureand Construction, Lillibridge Healthcare ServicesModerator: Sharon Harper, President and CEO, e PlazaCompanies
10:45-11:30 amExhibits Open Refreshment Break Sponsored by Lincoln Harris CSG
11:30 am-12:30 pmConcurrent Sessions � Portfolio Examination: Do You Know What YouOwn and Lease?Inventorying�the�real�estate�portfolio�is�among�the�keyfirst�steps�in�implementing�a�healthy�real�estate�strategy.is�session�maps�out�how�to�get�a�handle�on�ahealthcare�system’s�full�real�estate�enterprise—identifying�all�real�estate�and�determining�its�strategicvalue�to�the�mission�of�the�system.�Learn�how�toexamine�the�lease�vs.�own�decision,�in�light�of�newcompliance�requirements�for�both�conditions,�and�findout�how�to�address�real�estate�acquired�throughphysician�practice�acquisitions.�Speakers: Francine Scafiddi, Assistant Vice President,MedStar Health, Inc.; Beth Blankenship, Vice Presidentand Associate General Counsel, LifePoint Hospital; RonLordo, Assistant Vice President, Real Estate Services,Carolinas HealthCare System; Jeff Piehl, Director -Healthcare Practice Group, Cushman & WakefieldModerator: Julie Wilson, Senior Vice President, Directorof Asset Management, Healthcare Realty
� Deal Flow: Clinical Analysis of MOB TransactionsWhat�does�it�take�to�put�together�a�healthytransaction?�In�this�session,�get�an�in-depth�analysis�ofa�variety�of�transactions�in�the�last�12�months,including�hospital�monetization�as�well�as�on�and�offcampus�MOB�sales.�ese�case�studies�will�illustratecurrent�market�realities�with�respect�to�cap�rates,�pricepsf�and�access�to�equity�and�debt.�Learn�more�aboutthe�motivations�to�buy�and�sell.Speakers: Doug Whitman, COO, Healthcare Realty;Brian Howard, President, Stage Equity Partners; JasonDodd, President, e Cirrus Group; Doug Ray, President,Seavest, Inc. Moderator: Chris Bodnar, First VicePresident, CBRE Healthcare Capital Markets Group
� Physician Practice Dynamics in the Wake ofHealthcare Reform: A Roundtable How�will�Healthcare�Reform�affect�physician�practicesand�hospital�employment?�What�about�reimbursementrisk?�ree�physicians�and�one�practice�manager�sharetheir�perspectives�on�what’s�happening�in�healthcare,how�their�practices�have�evolved�and�what�steps�theyanticipate�taking�to�meet�the�requirements�of�the�newHealthcare�Reform�Legislation.Speakers: Dr. Steven Katzman, M.D., Texas DigestiveDisease Associates (TDDC); Dr. Paul Sanders, MD,Family Practice; Karen Kennedy, CEO, ImpelManagement Services and Chief Administrative Officer,Medical Clinic of North Texas, P.A.; Dr. Layton H. Lang,Chief Administrative Officer, CIVA Moderator: ScottKuklish, Executive Vice President, Managing Director ofMedical Property Services, PM Realty Group
Conference Program, continued
402641_CK_402641_CK 3/8/2011 1:06 PM Page 5
Register online at www.boma.org/mob � Questions?
12:40-2:15 pmKeynote Luncheon—A Dose of the “Best Medicine” Sponsored by GE Healthcare Financial Services and Grubb & Ellis Healthcare REIT II, Inc.
Dave�Barry�promises�to�tickle�the“funny�bone”�with�his�point�of�viewon�healthcare,�aging�and�life.�For�25years,�his�syndicated�columnsappeared�in�more�than�500newspapers�in�the�U.S.�and�abroad.In�1988,�he�won�the�Pulitzer�Prizefor�Commentary.�Barry�has�written30�books,�two�of�which�were�used�as�the�basis�for�the�CBS�TV�sitcomDave's World.�He�also�plays�lead
guitar�in�a�band�called�the�Rock�Bottom�Remainders;other�members�include�Stephen�King,�Amy�Tan,Ridley�Pearson�and�Mitch�Albom.�
2:30-3:30 pm Concurrent Sessions � Hospital Employed Physicians: The Implications forReal Estate PortfoliosA�surge�in�hospital-employed�physicians�has�createdinteresting�challenges�and�opportunities�for�real�estateportfolios.�What�are�the�implications�of�lease�and�assetassumptions�in�the�wake�of�FASB�13?�How�are�the�realestate�costs�associated�with�practice�acquisition�factoredinto�these�deals�and�what�are�the�implications�ofassuming�physician-owned�assets�for�capital�planningand�budgeting?�Speakers: Vincent Riley, Executive Director, ClinicalAffairs, Cleveland Clinic; Frank Letherby, Senior VicePresident, Physician Services Group, CarolinasHealthCare System; Dr. Lannie Hughes, Senior VicePresident of Medical Affairs, Health Texas ProviderNetwork; Kate Lovrien, Senior Manager, Kurt SalmonAssociates Moderator: Peter Volas, Senior Director, RealEstate, Cleveland Clinic
� Mergers and Acquisitions: Diagnosing the Uptick Capital�access,�demands�for�economies�of�scale�andother�forces�are�driving�consolidation�in�the�health�careindustry�among�hospitals,�REITS�and�other�industrygroups.�e�trend�is�expected�to�accelerate�and,�with�it,the�need�for�new�facilities,�property�managementservices,�potential�MOB�monetization�and�other�realestate�opportunities.�Explore�the�impacts�of�these�newcombinations�on�patients,�physicians�and�facilities.What�is�the�“post-op”�portfolio�strategy?Speakers: Howard Wall, Senior Vice President & GeneralCounsel, Capella Healthcare; Vincent M. Cozzi, SeniorVice President, Ventas, and Executive Vice President andChief Investment Officer, Lillibridge Healthcare Services;Jim Moloney, Managing Director and Head of RealEstate, Co-Head of Mergers & Acquisitions, CainBrothers & Company, LLC Moderator: Scott Evans,Managing Director, Cain Brothers & Co., LLC
� Higher Standards of Care: Delivering PropertyManagement Excellence How�do�you�deliver�property�managementexcellence—amid�ongoing�budget�constraints�andpressure�to�keep�NOI�high?�Examine�current�trends�in�property�management,�including�implementingsustainability�practices,�gauging�tenant�satisfaction,and�addressing�tenant�financial�distress.�Designed�forin-house�hospital�real�estate�managers�as�well�as�thirdparty�managers,�developers�and�even�investors,�thissession�promises�ready-to-implement�resources�foryour�MOBs.Speakers: Dyann Hamilton, CPM®, Alliance Director,CB Richard Ellis, Oregon Health & Science University;Phil Mobley, Vice President, Kingsley Associates; Mark S. Johnson, Senior Vice President, Director, PropertyManagement, Lend Lease DASCO LLC Moderator: Ted McKenna, Senior Manager, ColliersInternational
3:30-4:15pm Exhibits Open Refreshment Break Sponsored by Jones Lang LaSalle
4:15-5:30 pmGeneral Session—Capital Markets: Full Recovery?Sponsored by USAA Real Estate CompanyAfter�two�difficult�years,�transactions�volumes�havestarted�to�pick�up�and�the�capital�markets�appear�to�beresuscitated.�Analysts�and�bankers�share�their�prognosesfor�transaction�activity,�property�pricing,�and�theimpacts�of�uncertainty�about�healthcare�reform�on�themedical�office�market.�Where�and�how�can�healthcaresystems�source�capital?�Speakers: P.J. Camp, Managing Director, ShattuckHammond Partners; Alan Pontius, Managing Director,Healthcare Real Estate Group, Marcus & Millichap;Jeffrey H. Cooper, Executive Managing Director, Savills,LLC; Jim Moloney, Managing Director and Head ofReal Estate, Cain Brothers & Company, LLC; RaymondWong, Executive Director, CB Richard Ellis Limited,Americas Research Operations, Global Research andConsulting Moderator: Jonathan Winer, Executive VicePresident, Seavest, Inc.
6:00-7:30 pm Networking Reception Sponsored by Seavest, Inc.
Dave Barry, Humor Columnist
402641_CK_402641_CK 3/8/2011 1:06 PM Page 6
ons? Call 202-326-6326 or email [email protected]
FRIDAY, May 67:00-8:00 am Continental BreakfastSponsored by ABM Industries Incorporated
7:00-8:00 am Private Breakfast for Healthcare Provider ExecutivesSponsored by HCP, Inc. By�invitation�only...healthcare�providers�are�invited�to�join�their�peers�for�a�private�networking�breakfastto�share�insights�and�perspectives�on�strategies�fordelivering�healthcare.
8:00-9:15 amGeneral Session—Anatomy of a Trend: AssessingFuture Demand for In and Outpatient FacilitiesSponsored by Healthcare Realty e�shift�from�inpatient�to�outpatient�treatment�centerstrend�is�expected�to�accelerate.�Hear�acclaimed�healthcarefuturist�Connie�Curran�offer�insights�into�where�andhow�healthcare�will�be�delivered�in�the�next�decade.�Andhear�how�hospital�executives�from�various�systems�areplanning�for�those�coming�changes�and�what�they�see�interms�of�the�in/outpatient�mix.�How�will�the�MOB�servethem�in�the�future�and�what�types�of�tenancies�will�behoused�in�them?�How�are�healthcare�systems�addressingthese�needs�with�their�expansion�strategies?�And�whatwill�the�hospital�of�the�future�look�like?�Speakers: Dr. Connie Curran, RN, Ed.D., FAAN,President, Curran Associates; Michael Arvin, Senior Vice President, Chief Development Officer, MethodistHealth System
9:30-10:30 am Concurrent Sessions � Prescriptions for Success? What State-BasedHealthcare Reforms Reveal Some�states�have�implemented�elements�of�healthcarereform.�ose�experiments�offer�insight�into�theimplications—both�expected�and�unintended—forhealthcare�systems�now�bracing�to�implement�theprovisions�of�the�federal�Affordable�Care�Act.�Learnwhat�effects�these�reform�programs�have�had�onhealthcare�providers�in�states�such�as�Massachusetts.What�do�those�experiments�in�reform�portend�for�theimplications�of�federal�legislation?�What�do�they�revealabout�demand�for�new�MOB�space,�for��hospitals’appetites�or�obligations�to�get�into�the�post-acute�caretreatment,�and�what�new�types�of�facilities�might�ensue?Speakers: Kathryn West, Vice President of Real Estate,Partners Health Care; Robert Hicks, Esq., Chair, Real Property Practice Group, Hall, Render, Killian,Heath & Lyman, P.C.; Mary Beth Kuzmanovich, Vice President, Facilities Management Group, CarolinasHealthCare System
� Signs of Vitality: Assessing DevelopmentAs�the�volume�of�healthcare�real�estate�developmentprojects�pick�up,�several�key�trends�in�development�andcapital�are�emerging.�Developers�share�insights�aboutaccess�to�capital�(debt�and�equity�availability�and�sourcesalong�with�return�requirements);�how�they�expect�leaseaccounting�changes�to�impact�development;�andstrategies�to�monetize�their�own�portfolios�and�takeadvantage�of�strong�cap�rates.�Learn�about�developmentprojects�that�had�been�halted�but�have�been�restarted.What�types�of�healthcare�projects�(size,�type/complexity,location)�do�hospitals�want?�And�what�do�they�see�inleasing�activity�in�new�development�projects?�Speakers: Kevin Bette, President, First Columbia; ToddLillibridge, Executive Vice President, Ventas – MedicalOffice Properties; President and Chief Executive Officer,Lillibridge Healthcare Services; Malcolm Sina, Presidentand Managing Director, Lend Lease DASCO LLCModerator: PJ Camp, Managing Director, ShattuckHammond
� STARK Compliance: New Developments andCommon Issues Generated by Healthcare Reform is�session�reviews�the�increased�emphasis�on�theSTARK�Laws�and�the�Anti-Kickback�Statute�providedby�the�recent�legislation.�Hear�real-world�cases�wherehospitals�have�been�subject�to�significant�penalties�forviolating�STARK�Laws.�Examine�hypothetical�leasesituations�that�illustrate�common�errors�or�issuesunder�STARK�and�discuss�legal�issues�in�the�contextof�MOB�development�scenarios�with�Ground�Leasesand�Master�Leases.Speakers: Walter H. Neilsen, Partner, HealthcareDepartment, Waller Lansden Dortch & Davis, LLP;John D. Claybrook, Partner, Healthcare Department,Waller Lansden Dortch & Davis, LLP; Todd Maxwell,Assistant Vice President, Real Estate, HCA Healthcare;Beth Blankenship, Vice President and Associate GeneralCounsel, LifePoint Hospital
10:30-11:15 am Exhibits Open Refreshment Break
11:15 am-12:45 pmGeneral Session—Implementing HealthcareReform: Next StepsSponsored by Lillibridge, a Ventas Company Despite�the�2010�passage�of�the�Affordable�Care�Act,uncertainty�remains�regarding�healthcare�reform�as�itfaces�legal�challenges�and�a�new�Congress�reconsidersthe�legislation�and�funding�for�its�provisions.�How�arehealthcare�organizations�coping�with�this�uncertainty?What�changes�are�they�preparing�to�implement�now�tocomply�with�the�Affordable�Care�Act?�In�what�waysdoes�healthcare�reform,�either�existing�legislation�or�newreforms,�factor�into�their�long-range�strategic�planning?�Speakers: Healthcare System Speakers have been invited.
12:45-1:00 pmClosing Remarks and Conference Conclusion
402641_CK_402641_CK 3/8/2011 1:06 PM Page 7
Hotel AccommodationsHyatt Regency Dallas Special Rates: $199 single/$219 doubleReserve�your�room�online�when�you�register�for�the�conference.�Or,�call�800-233-1234�and�mention�BOMA’s��Medical�Office�Buildings�and�HealthcareFacilities�Conference.�e reservation cut-off date is Wednesday, April 13.
Register at www.boma.org/MOBBy April 13: $650 | After April 13: $750Team Discount: Teams�of�5�register�for�the�price�of�4,�for�a�savings�of�$650!�Select�the�conference�registrationoption�for�five�or�more�people�from�the�same�company�to�save�$650�on�the�total�amount�due.Fee includes: Wednesday�Welcome�Reception,�Building�Tour�(capacity�limited);�all�conferenceinstruction�and�materials�for�education�on�ursday�and�Friday;�continental�breakfasts,�ursdayluncheon;�and�Networking�Reception�on�ursday.
Presenting Sponsor Lillibridge�Healthcare�Services,�a�Ventas�Company��
PlatinumGE�Healthcare�Financial�ServicesKeynote Luncheon Co-Sponsor
Grubb�&�Ellis�Healthcare�REIT�II,�Inc.Keynote Luncheon Co-Sponsor
Seavest�Inc.Networking Reception
Shattuck�Hammond�PartnersWelcome Reception
GoldCaddis�PartnersHotel Key Cards
Cassidy�TurleyNetworking Lounge
Healthcare�Real�Estate�InsightsMedia Sponsor
Healthcare�RealtyCyber Centers
Lend�Lease�DASCO�LLCFlash Drives & Lanyards
National�Real�Estate�InvestorMedia Sponsor
Trammell�Crow�CompanyLuggage Tags and Tumi™ Bag
Tabletop ExhibitsABM�Industries�IncorporatedHealthcare�RealtyLincoln�Harris�CSGPanattoni�Construction,�Inc.�ServiceMaster�CleanSwap�Negotiators
SilverABM�Industries�IncorporatedFriday Continental BreakfastDuke�Realty�and�Northwestern�MutualBuilding Tour
HCP,�Inc.Healthcare Executive Breakfast
Jones�Lang�LaSalleursday Afternoon Refreshment Break
Lincoln�Harris�CSGursday Morning Refreshment Break
Nationwide�Health�PropertiesPadfolios
Waller�Lansden�Dortch�&�Davis,�LLPursday Continental Breakfast
EducationCB�Richard�EllisProvider Strategies Track andHealthcare Evolution: Scoping the Latest Trends
Healthcare�RealtyAnatomy of a Trend: Assessing Future Demandfor In and Outpatient Facilities
Lillibridge,�a�Ventas�Company�Implementing Healthcare Reform: Next Steps
ProMed�PropertiesLeasing and Management Track
Savills�LLCCapital Markets Track
USAA�Real�Estate�CompanyCapital Markets: Full Recovery?
Special Thanks to Our Sponsors
Healthcare Real Estate
InsightsTM
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