Post on 26-May-2018
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
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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
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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
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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.
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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.
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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.
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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).
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Last Name First Name Company Title Work City Work State Email Address Work Phone
Amendola Vincent GE Capital Real Estate Engineer Norwalk Connecticut vincent.amendola@ge.com 203-750-3079
Angelucci Dante Leggat McCall Properties Sr. Vice President/Partner
Boston Massachusetts dante.angelucci@lmp.com 617-422-7076
Ballard Scott Invesco Real Estate Director of Engineering Dallas Texas Scott.Ballard@invesco.com 972-715-7435
Bellido Enrique Long Wharf Real Estate Partners Director of Construction Management
Boston Massachusetts enrique.bellido@lwrep.com 617-250-7261
Bhasker Suman Morguard Investments Limited National Manager, Occupational Health, Safety and Security
Mississauga Ontario sbhasker@morguard.com 905-281-5347
Borrelli Darryl Manko, Gold, Katcher & Fox Technical Consultant Bala Cynwd Pennsylvania dborrelli@mankogold.com 484-430-2302
Branson Gunnar NAREIM President Chicago Illinois gbranson@nareim.org 312-884-5184
Cassidy Ed AEW Director Boston Massachusetts ecassidy@aew.com 617-261-9328
Czaja Mary UBS Realty Investors LLC Associate Director Hartford Connecticut mary.czaja@ubs.com 860-616-9042
Easley Tandy AIG – GRE/SAHP Sr. Vice President, Construction Services
St. Charles Missouri Tandy.Easley@aig.com 636-577-2719
Fraulino Jeffrey UBS Global Asset Management Director Hartford Connecticut jeffrey.fraulino@ubs.com 860-616-9057
Gibson Billy Criterium Engineers Consultant Sarasota Florida billygibson@yahoo.com 941-204-0103
Graf Bill Image Cat Vice President Long Beach California wpg@imagecatin.com 562-628-1675
Gurfel Helen Greenprint Executive Director Chicago Illinois helen.gurfel@uli.org
Katsekes Jr. George Northwestern Mutual Real Estate Investments
Senior Architect Milwaukee Wisconsin georgekatsekes@northwesternmutual.com
414-665-2135
Kennedy James JP Morgan Asset Management Managing Director New York New York james.f.kennedy@jpmorgan.com 212-648-2110
Kok Nils GRESB Co-Founder, Executive Director
Los Angeles California n.kok@gresb.com 1-510-333-2212
Lockhart Monica Nareim Director Chicago Illinois mlockhart@nareim.org 312-884-5182
Lord Mychele Lord, Green Consulting President Dallas Texas mychele@lordgreenstrategies.com 214-369-3990 Ex 222
McDougall David EnerNOC Director of Energy Services
Boston Massachusetts dmdougall@enernoc.com 617-535-7387
McGinnis Mike UBS Realty Investors, LLC Director San Francisco
California mike.mcginnis@ubs.com 415-538-4860
McKinstry Bill TIAA Sr. Director New York New York wmckinst@tiaa-cref.org 212-916-4429
Miller Caldicott Sarah Power Patterns of Innovation CEO Oak Park Illinois scaldicott@powerpatterns.com 708-445-9335
Petze John SkyFoundry Partner Co-Founder Glen Allen Virginia john@skyfoundry.com 804-545-3116
2013 NAREIM A&E Council Meeting List
continued
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Last Name First Name Company Title Work City Work State Email Address Work Phone
Prezembel Dan Deutsche Bank Vice President Chicago Illinois dan.prezembel@db.com 312-278-6422
Rainey Jerry Principal Real Estate Investors Director, Architecture & Engineering
Des Moines Iowa rainey.jerry@principal.com 515-246-7390
Ridley David JP Morgan Investment Management, Inc.
VP, Development & Engineering
New York New York david.b.ridley@jpmorgan.com 212-648-2115
Schattschneider Jim Centerline Capital Group Director, Physical and Construction Risk Mgmt.
New York New York jschattschneider@centerline.com 212-588-2167
Shepperd Gordon Apollo BBC Principal Consultant Bellaire Texas gsheppard@apollobbc.com 713-869-0000
Smith Gordon Gordon H. Smith Corporation President New York New York ghsmith@gordonhsmithcorp.com 212-696-0600
Speltz Jerry Cornerstone Real Estate Advisers Vice President Director of Engineering
Glastonbury Connecticut jspeltz@cornerstoneadvisers.com 860-368-2829
Spergel Jonathan Manko, Gold, Katcher & Fox Partner Bala Cynwd Pennsylvania jspergel@mankogold.com 484-430-2309
Stubbs Kevin Principal Real Estate Investors, LLC
Director – Architecture & Engineering
Des Moines Iowa stubbs.kevin@principal.com 515-235-1727
Vroman Robert JP Morgan Chase Vice President New York New York robert.h.vroman@jpmorgan.com 212-648-2600
Wilson Christopher LaSalle Investment Management Managing Director Baltimore, Maryland christopher.wilson@lasalle.com 410-878-4830
Yee Philip BlackRock Managing Director – Architectural & Engineering
New York New York Philip.Yee@BlackRock.com 212-810-5895
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
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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