National Association 2013 - NAREIM€¦ · National Association ... QAQC – A balanced teamwork approach ... William Graf is a registed Civil Engineer in California

National Association of Real Estate Investment Managers

410 North Michigan Avenue, Suite 330 Chicago, Illinois 60611

312.884.5180 www.nareim.org

Despite the best efforts of our government leaders, it appears that the year ahead may be a more active time for development. But the changes in our cities, technology and regulations will pretty much insure that it won’t be completely “smooth sailing”. How do we make it work now? This year’s Architectural & Engineering meeting will explore issues around sustainability metrics and execution, environmental regulations, new building technology, contract negotiation, quality controls and team building.

Let’s start the discussion. Let’s make it work.

The Palms Hotel – Miami Beach

NAREIM A&E COUNCIL MEETING

“Design is not just what it looks like and feels like. Design is how it works.”

- Steve Jobs

2013

22013 A&E COUNCIL MEETINGNAREIM1


Agenda2013 NAREIM Architectural & Engineering Council MeetingThe Palms Hotel – Miami Beach

Tuesday, October 22nd

6:30 PMCocktails

7:30 PMDinner at Your Leisure

DAY ONE 1

2 DAY TWO

7:30 AMBreakfast

9:00 AMWelcoming RemarksGunnar Branson, NAREIM

9:10 AMSustainability Metrics & ExecutionWhere is the Real Estate Investment Management world with respect to sustainability, and where is it headed? What are the appropriate measurement tools for global, multi-property type investment managers? What are the most effective means to track carbon, energy, water and waste metrics? What is the Global Real Estate Sustainability Benchmark Survey (GRESB)? What is GreenPrint? How can these two organizations be helpful in benchmarking performance, and are there potential synergies between these two organizations that suggest both can work well in tandem? How do LEED, Energy Star, Green Globes, and other green certification platforms fit into an overall sustainability strategy?

2 DAY TWO

Wednesday,October 23rd

Leaders:Jerry Speltz, CornerstoneChris Wilson, LaSalle

Experts:Mychele Lord, Lord Green Consulting Nils Kok , GRESB (Remote) Helen Gurfel, Greenprint (ULI)

10:30 AMBreak

10:45 AM Environmental Regulatory UpdateConsiderations for In-fill Development Opportunities

Leader: Brian Bennet, Northwestern Mutual

Experts:Jonathan Spergel, Manko, Gold, Katcher & FoxDarryl Borrelli, Manko, Gold, Katcher & Fox

11:30 AM Building Controls Data, What Your Mother Didn’t Tell You!Using analytics to streamline and enhance retro-commis-sioning studies and ongoing use on monitoring-based commissioning to verify & tune RCx recommendations.

Leader: Jeffrey M. Fraulino, UBS Realty Investors LLC

Expert:John Petze, SkyFoundry

12:30 PMLunch



1:30 PM QAQC – A balanced teamwork approachHow to get what you paid for and improve your projects quality by integrating specialty consultants into the design and construction teams.

Getting by both internally and with the project team. Best practices for observation, reporting and resolution. Integration of the Lenders Consultant. Proof is in the reporting – examples.

Leader: George Katsekes, Northwestern Mutual

Experts:Gordon Shepperd, PE, RRC, Apollo BBC Billy Gibson, National Field Services Director Criterium Engineers

2:30 PM Mitigating the Risks of a Hostile Natural Environment• Coastal region risk modeling for storm and flooding• Seismic evaluations – translating into English• How not to get hosed on seismic risk

Leader:Ed Cassidy, AEW

Experts:Bill Graff, Image CatDavid McDougall, EnerNOC

4:00 PM Discussion: Curtainwall Glass System TestingLeader:Enrique Bellido, Long Wharf Real Estate Partners

Expert:Gordon Smith, Gordon H. Smith Corporation

6:30 PMCocktails

7:30PMDinner – Risk Mitigation in Contract AgreementsThe “Do’s” and “Don’ts” for entering into contractor agreements

Leader: Enrique BellidoJames Kennedy

7:30 AMBreakfast

9:00 AMLeadership, Innovation and Communication: How to Make Teams More Effective at Making Things Happen Speaker: Sarah Miller Caldicott, Author of Midnight Lunch, can explain how to apply the same 4-step approach Edison used to make collaboration a central part of his innovation culture. Learn about all 4 phases: Capacity, Context, Coherence, and Complexity.

10:20 AMBreak

10:30 AMRoundtable Forum – How can we re-think what we’re doing and how we do it?Technology has transformed almost every aspect of our jobs, and even the assets we develop and invest in. Have we changed our own processes enough to reflect that change? Or, are we just continuing to do things the way we always did? How should we re-think how we do our jobs? How can we optimize how we collaborate with our teams? How can we better manage the uncertainty and complexity of the current landscape? How can we all learn to do a better job?

Facilitator: Gunnar Branson

3 DAY THREE

2 DAY TWO 2 DAY TWO

Thursday,October 24th



MODERATORS & PANELISTS

Darryl BorrelliManko, Gold, Katcher & Fox LLP

Technical ConsultantDarryl has been the senior technical consultant at Manko, Gold, Katcher & Fox LLP since 1992. He brings more than 25 years of experience and a practical approach to assisting the firm’s clients solve their environmental problems. Darryl’s advice routinely saves our clients money by employing cost effective and innovative methods. Darryl’s background in both industry (chemical, petroleum, manufacturing), finance and government provides him with a broad base of knowledge and experiences. He holds both Bachelors and Masters degrees in engineering.

Billy GibsonCriterium Engineers

ConsultantBilly has over 18 years of Construction Experience with development and construction firms across the country through combined field services with Criterium Engineers, as a Business Owner, a QA/QC Consultant, and as a Project Manager and Superintendent.

He is currently serving as Criterium Engineers National Field Services Director, responsible for Field Services and QA/QC project management oversight throughout the United States. Billy has been personally involved in and performed inspections on over 150 new construction projects, and in excess of 15,000 units. His certifications include Leadership in Energy & Environmental Design Accredited Professional (LEED AP), Exterior Insulation and Finish System (EIFS) Certified Inspector – AWCI, Post Tensioning Institute Level 1 Certified Un-bonded Post-Tensioning Inspector, Registered Roof Observer (RRO) – RCI, ICC Residential Building Inspector, and Microsoft Certified Professional. Billy also provides consulting services as Principle of GIBSON ENTERPRISE SOLUTIONS, LLC, based in Sarasota, Florida.

William GrafImageCat

Vice PresidentWilliam Graf is a registed Civil Engineer in California and is Vice President of Engineering at ImageCat Inc. in Long Beach, California, where he is one of the principal developers of the SeismiCat seismic risk managment system. Bill has 34 years of experience in seismic and other natural hazard and risk analyses for individual buildings, building portfolios, and lifeline structures. Mr. Graf analyzes risks to buildings subject to earthquake or other loads, and develops seismic strengthening alternatives where needed. Clients include lenders, building owners, property insurers, government agencies, issuance brokers, municipal bond rating agencies and bond insurers. Prior to joining ImageCat, Bill managed of earthquake risk services at URS Corporation in Los Angeles. Bill is currently involved in revisions to ASTM E2026 and E2557, the national standards for seismic risk assessments used in real estate property transfer due diligence.

Gunnar BransonNAREIM

President & CEO Mr. Branson is the President & CEO of the National Association of Real Estate Investment Managers (NAREIM), an association of companies engaged in the real estate investment management business in the United States. Before joining NAREIM in 2011, Mr. Branson worked for over 25 years in commercial real estate, professional services sales, product innovation and marketing. He has transformed businesses and accelerated growth as a leader, strategist, business developer and innovator. In addition to holding leadership roles at companies such as GE Capital Real Estate and Heller Financial, as a consultant he worked with companies such as Jones Lang LaSalle, Wells Fargo and Fidelity to develop new markets and new products. His consulting practice centered on change acceleration and practical innovation. Some of his writings on innovation, finance and commercial real estate can be found at www.bransonpowers.com.



Mychele R. LordLORD Green Real Estate Strategies, Inc.

Nils KokGRESB

Co-Founder, Executive Director Nils Kok is co-founder and executive director of the Global Real Estate Sustainability Benchmark (GRESB); a premier investor-led initiative to assess the environmental and social performance of the global real estate investment industry. He also holds a position as a visiting scholar at the Goldman School of Public Policy at the University of California at Berkeley, and as an associate professor in Finance and Real Estate at Maastricht University, the Netherlands. His research on the intersection of sustainability and finance in the real estate sector has been rewarded with several international grants and prizes, and has appeared in leading academic journals.

More information and blog at www.nilskok.com

President Mychele is a 26-year veteran of the commercial real estate investment community and a pioneer in EPA’s ENERGY STAR and USGBC’s LEED for Existing Buildings: Operations & Maintenance rating system. As the founder of LORD Green Real Estate Strategies, Inc., Mychele brings a practical approach to greening existing real estate through LEED consulting and development of green practices and strategies for office and non-office property types. Mychele has presented at a number of industry events and is an accomplished author. Her publications include the USGBC’s Green Office Guide: Integrating LEED into Your Leasing Process, a handbook to guide tenants through the process of greening their office space, and ASHRAE’s Energy Efficiency Guide for Existing Commercial Buildings, a decision-maker’s guide to improving energy efficiency in existing buildings. She is a member of the GRESB Advisory Benchmarking Committee, a full member of the Urban Land Institute and ULI’s Responsible Property Investment Council, an active member of the U.S. Green Building Council and a LEED AP O+M. She has served as Chair of BOMA’s Energy & Environment Committee and was honored as a “Sustainability Visionary” with the 2008 BOMA International Chairman’s Award. Mychele is also a Licensed Real Estate Broker and serves on the Advisory Council for Keep America Beautiful.

Helen Gurfel Greenprint

Executive Director Helen Gurfel is the executive director of the Urban Land Institute (ULI) Greenprint Center for Building Performance. Greenprint is an alliance of leading real estate owners, investors, and strategic partners committed to improving the environmental performance of the global real estate industry. As the executive director, she is responsible for the overall management and growth of the center.

Helen was most recently a director of GE Capital Real Estate’s global sustainability group, where she spearheaded a number of initiatives, including development of sustainability programs for GE’s portfolios in France, Canada, and the U.K., establishment of a rooftop solar program to deploy solar installations across properties in North America and the U.K., and incorporation of innovative technologies into GE-owned properties. She was also a member of GE Capital Real Estate’s global valuation team and GE Energy Financial Services’ portfolio management team. Previously, she was a principal consultant at PricewaterhouseCoopers. Helen received a B.S. in chemical engineering from Columbia University, an MBA from the Wharton School, and a master’s in international studies from the Lauder Institute at the University of Pennsylvania.



John PetzeSkyFoundry

Partner, Co-FounderJohn Petze, C.E.M., is a partner and co-founder of SkyFoundry, the developers of SkySpark™, an analytics platform for smart device data. John has over 30 years of experience in building automation, energy management and M2M, having served in senior level positions for manufacturers of hardware and software products including: President & CEO of Tridium, VP Product Development for Andover Controls, and Global Director of Sales for Cisco Systems Smart and Connected Buildings group.

Mr. Petze is a Cum Laude graduate of Worcester Polytechnic Institute, of Worcester, Massachusetts. He is a frequent speaker at industry trade events and has authored numerous technical papers. In 2006 he was chosen as one of the 10 Pioneers in M2M (Man-to-Machine/Machine-to-Machine), by M2M Magazine.

At SkyFoundry he rejoins Brian Frank, co-founder and chief architect of Tridium’s Niagara Framework, as they look to bring the next generation of information analytics to the “Internet of Things”.

David McDougall EnerNOC

Regional Director of Energy ServicesDavid McDougall is EnerNOC’s Eastern Regional Director of Energy Services. He is responsible for the delivery of all Energy Services for the Eastern Region which include all levels of Commissioning from Retro-Commissioning (RCx), New Building commissioning (Cx) and On-going commissioning, ASHRAE audits, strategic energy plans, and design reviews.

Mr. McDougall is seasoned energy and management professional with 25 years’ experience and a strong background in energy efficiency and facility operations. Capabilities include building energy efficiency programs, operations management, facilities management, operational excellence, project management, engineering, sales and business development. Mr. McDougall is a CEM and LEED professional and has mechanical engineering degree from US Merchant Marine Academy. He currently teaches “Sustainability in the Organization” at Boston University.



Jonathan Spergel Manko, Gold, Katcher & Fox LLP

Partner Jonathan Spergel is a partner with Manko, Gold, Katcher & Fox LLP in Bala Cynwyd, Pennsylvania, the environmental and energy law firm with which he started his legal career in 1993. He handles a wide variety of environmental legal issues, including the environmental aspects of commercial transactions and brownfields sites, environmental insurance procurement and coverage issues, public funding opportunities, regulatory compliance counseling, and litigation for commercial, industrial, residential, and individual clients. From September 2001 to February 2003, Jonathan served as general counsel of O’Neill Properties, a regional real estate development company focusing on the redevelopment of brownfields. Jonathan has authored a number of articles on environmental issues and frequently lectures for various groups and organizations.

Gordon H. SmithGordon H. Smith Corporation

PresidentIn 1975 Mr. Smith started Gordon H. Smith Corporation a building envelope consulting firm and has been operating it ever since. For almost 40 years, the firm has assisted clients with all aspects of building envelopes including Design, Purchasing Consulting, Construction Administration, Quality Control, Forensic Investigation and Litigation Assistance.

Gordon ShepperdApollo BBC

Principal ConsultantGordon Shepperd is a co-founder and Principal of Apollo BBC, and regularly provides his expertise and services to clients nationwide.

Mr. Shepperd draws on his past experience in forensic investigation to provide expert building enclosure analysis, quality assurance during construction, and recommendations for windows, walls, and roof systems. He performs building enclosure assessments of new and historic buildings, with a focus on weather barriers, moisture migration through assemblies, and performance testing. His experience analyzing failures encompasses insulated enclosure assemblies, and cladding including stone, metal, stucco, EIFS, and masonry.

His approach to assessments takes into consideration the original design intent, construction methods, and includes performance testing services to determine the causes of failure. His repair recommendations range from localized repairs, removal and replacement of the existing system, to upgrading to a superior system. He holds Bachelor of Science and Master of Science degrees in Civil Engineering from the University of Texas at Austin and is a licensed professional engineer in Texas, Mississippi, Louisiana, and Florida.

Gordon is active in technical communities, including the US Green Building Council, the Association for Preservation Technology (APTI), the International Concrete Repair Institute (ICRI), the American Society of Heating Refrigerating, and Air-Conditioning Engineers (ASHRAE), the Building Enclosure Council (BEC), and American Society for Testing and Materials (ASTM).



Last Name First Name Company Title Work City Work State Email Address Work Phone

Amendola Vincent GE Capital Real Estate Engineer Norwalk Connecticut [email protected] 203-750-3079

Angelucci Dante Leggat McCall Properties Sr. Vice President/Partner

Boston Massachusetts [email protected] 617-422-7076

Ballard Scott Invesco Real Estate Director of Engineering Dallas Texas [email protected] 972-715-7435

Bellido Enrique Long Wharf Real Estate Partners Director of Construction Management


Bhasker Suman Morguard Investments Limited National Manager, Occupational Health, Safety and Security

Mississauga Ontario [email protected] 905-281-5347

Borrelli Darryl Manko, Gold, Katcher & Fox Technical Consultant Bala Cynwd Pennsylvania [email protected] 484-430-2302

Branson Gunnar NAREIM President Chicago Illinois [email protected] 312-884-5184

Cassidy Ed AEW Director Boston Massachusetts [email protected] 617-261-9328

Czaja Mary UBS Realty Investors LLC Associate Director Hartford Connecticut [email protected] 860-616-9042

Easley Tandy AIG – GRE/SAHP Sr. Vice President, Construction Services

St. Charles Missouri [email protected] 636-577-2719

Fraulino Jeffrey UBS Global Asset Management Director Hartford Connecticut [email protected] 860-616-9057

Gibson Billy Criterium Engineers Consultant Sarasota Florida [email protected] 941-204-0103

Graf Bill Image Cat Vice President Long Beach California [email protected] 562-628-1675

Gurfel Helen Greenprint Executive Director Chicago Illinois [email protected]

Katsekes Jr. George Northwestern Mutual Real Estate Investments

Senior Architect Milwaukee Wisconsin [email protected]

414-665-2135

Kennedy James JP Morgan Asset Management Managing Director New York New York [email protected] 212-648-2110

Kok Nils GRESB Co-Founder, Executive Director

Los Angeles California [email protected] 1-510-333-2212

Lockhart Monica Nareim Director Chicago Illinois [email protected] 312-884-5182

Lord Mychele Lord, Green Consulting President Dallas Texas [email protected] 214-369-3990 Ex 222

McDougall David EnerNOC Director of Energy Services


McGinnis Mike UBS Realty Investors, LLC Director San Francisco

California [email protected] 415-538-4860

McKinstry Bill TIAA Sr. Director New York New York [email protected] 212-916-4429

Miller Caldicott Sarah Power Patterns of Innovation CEO Oak Park Illinois [email protected] 708-445-9335

Petze John SkyFoundry Partner Co-Founder Glen Allen Virginia [email protected] 804-545-3116

2013 NAREIM A&E Council Meeting List

continued



Last Name First Name Company Title Work City Work State Email Address Work Phone

Prezembel Dan Deutsche Bank Vice President Chicago Illinois [email protected] 312-278-6422

Rainey Jerry Principal Real Estate Investors Director, Architecture & Engineering

Des Moines Iowa [email protected] 515-246-7390

Ridley David JP Morgan Investment Management, Inc.

VP, Development & Engineering

New York New York [email protected] 212-648-2115

Schattschneider Jim Centerline Capital Group Director, Physical and Construction Risk Mgmt.


Shepperd Gordon Apollo BBC Principal Consultant Bellaire Texas [email protected] 713-869-0000

Smith Gordon Gordon H. Smith Corporation President New York New York [email protected] 212-696-0600

Speltz Jerry Cornerstone Real Estate Advisers Vice President Director of Engineering

Glastonbury Connecticut [email protected] 860-368-2829

Spergel Jonathan Manko, Gold, Katcher & Fox Partner Bala Cynwd Pennsylvania [email protected] 484-430-2309

Stubbs Kevin Principal Real Estate Investors, LLC

Director – Architecture & Engineering

Des Moines Iowa [email protected] 515-235-1727

Vroman Robert JP Morgan Chase Vice President New York New York [email protected] 212-648-2600

Wilson Christopher LaSalle Investment Management Managing Director Baltimore, Maryland [email protected] 410-878-4830

Yee Philip BlackRock Managing Director – Architectural & Engineering


Gunnar Branson, President & CEO

Monica Lockhart, Director, Administration and Meetings

Craig Bloomfield, Bloomfield Communications

NAREIM Staff

A&E Council Meeting Planning Committee

Vincent Amendola, GE Capital

Enrique Bellido, Long Wharf Realty

Brian Bennett, Northwestern Mutual

Edward Cassidy, AEW

Jeffrey Fraulino, UBS

George Katsekes, Northwestern Mutual

James Kennedy, JP Morgan

Dan Prezembel, Deutsche Bank

Jerry Speltz, Cornerstone Real Estate Investors

Christopher Wilson, LaSalle Investment Management

Philip Yee, BlackRock

NAREIM Board of Directors

Chair Jeff Barclay, Goldman Sachs

Vice-Chair Patricia Gibson, Hunt Realty Investments, Inc.

Treasurer Scott Onufrey, Kimco Realty

George Pandaleon, Inland Institutional Capital Partners

Paul Bernard, Walker & Dunlop

Peter DiCorpo, CBRE Global Investors

Steve Taylor, Morguard Investments Ltd

Preston Sargent, Berkadia Capital Advisors

Kevin Smith, Prudential Real Estate Investors

2013 NAREIM A&E Council Meeting List Cont’d

17 NAREIM


NAREIM’s Members often compete with each other. Federal and state antitrust laws prohibit anticompetitive actions, and penalties for violations are severe.

These Policy Guidelines supplement NAREIM’s more comprehensive Antitrust Compliance Policy, which is accessible on NAREIM’s website, www.nareim.org.

Members attending NAREIM meetings may not discuss, formally or informally, their specific business practices concerning fees (especially present or future fees) that they charge, or are intending to charge, to any specific customers or clients, including but not limited to: commission rates and the structuring of commissions; methods used to calculate asset management fees and fees charged for asset management; pricing methods and policies; sales promotions; incentives to customers; costs, or any other matter relating to or affecting prices charged, or to be charged, to specific customers or clients.

Additionally the following topics may not be discussed at NAREIM meetings:

1. Allocating business among real estate investment managers, rigging bids or fixing or capping offering prices for properties; stabilizing or reducing the prices Members will pay for third party services, or fixing, stabilizing or reducing the compensation of professionals employed by Members.

2. Controlling or limiting investments, restricting or allocating supply, dividing or otherwise allocating investments according to customers, territories or products, or specifying a “preferred” level of compensation, or compensation formula, that should be adopted by all industry participants.

Remember that mere participation in a discussion or even attendance at a NAREIM meeting where illegal topics are discussed can make you a conspirator in the illegal conduct even if you do not say a word, participate in the discussion, or agree with anything.

Illegal discussions can occur at NAREIM meetings, but also during informal conversations over cocktails or on the golf course. The same rules apply in these cases as well.

These Guidelines are designed to assist NAREIM’s Members to avoid inadvertently creating antitrust risks while participating in NARIEM meetings and programs. Antitrust issues can be complex and violations have very serious consequences. These Guidelines are not intended to provide all the answers, nor do they define the outer limits of conduct that may be permissible under the antitrust laws. They are designed to help you recognize improper conduct and to know when to ask for legal advice. These Guidelines do not and cannot replace each NAREIM Member’s decision making as to its own activities and the activities of its employees. Each Member must instead consult with its own legal counsel to obtain independent advice on these subjects.

NAREIM ANTITRUST POLICY GUIDELINES

Documents

National Association 2013 - NAREIM€¦ · National Association ... QAQC – A balanced teamwork approach ... William Graf is a registed Civil Engineer in California