CRE Connect SUMMIT
DMV's Premier Commercial Real Estate Conference for a Cause
by Insiders for Insiders
MAY 16, 2019
WASHINGTON DC I WHARF ROOFTOP I VIP LUNCHEON 11:30 AM I GENERAL SESSION 1:30 PM
The CRE Connect Summit was created for developers, investors, and the public sector who want to be in the know on the most pertinent topics and outlooks impacting the DMV’s commercial real estate market (and it's for a cause)!
Join us as we bring together the region’s top economists, developers, public officials, and technologists on a range of topics from the evolution of the Amazon effect, the changing landscape of retail, the truth about public-private partnerships, the hype around smart cities, today’s must-have CRE technologies and products, and more.
Each year, a percentage of the proceeds will benefit a local non-profit partner organization.
This year we are proud to call the Lourie Center for Children’s Social and Emotional Wellness headquartered in Rockville, Maryland our cause partner. The Lourie Center has served as a regional leader in trauma-informed care services, training, and research for children from birth-11 years old. Find out more about them here.
The Rooftop at the Wharf
1000 Maine Avenue SW
Washington DC, 20024
May 16, 2019
11:30 AM - 1:15 PM VIP Luncheon
1:30 PM - 6:15 PM Summit Session
6:30 PM - 8:30 PM Reception
MODERATOR: MICHAEL BRODER (BRIGHTLINE STRATEGIES); PRESENTERS: HOLLY SULLIVAN (AMAZON), MATT KELLY (JBG SMITH)
To kick off the event, our VIP ticket holders get an exclusive opportunity to dine and ask questions to Holly Sullivan from Amazon (Head of Worldwide Economic Development) and Matt Kelly (CEO) from JBG Smith. This ninety-minute 50-person intimate luncheon will include a fireside chat with the speakers, a Q& A session and exclusive networking with other regional CRE insiders. We are honored that the View is our sponsors for this segment.
INTRODUCTION: MARY-CLAIRE BURICK (ROSSLYN BID); PRESENTER: JEANETTE CHAPMAN (STEVEN FULLER INSTITUTE)
Everything from economic and demographic trends to technological innovation is changing the commercial real estate landscape. These speakers will focus on the key drivers of the changing environment and its implications for future growth in the region.
MODERATOR: DALLAS EVANS (360 COOPERATIVE ADVISORS); PANELIST(S): DAVID PETR (MONTGOMERY COUNTY EDC), BRIAN KENNER (DEPUTY MAYOR DC) & VICTOR HOSKINS (ARLINGTON EDC)
A panel of top economic development officials from the District of Columbia, Maryland, and Virginia will share the top priorities and challenges facing their jurisdictions, including Amazon’s incoming HQ2, smart cities initiatives, affordable housing needs, and facilitating the DMV’s growing entrepreneurial and tech hubs--all areas that will be important to local developers and investors of the region.
MODERATOR: KAREN SWEET (ACCENTURE); PANELIST(S): JACK MCDOUGLE (BOARD OF TRADE), DAVID SOARES (LEXDEN CAPITAL), TOM TOUCHET (SMART CITY MEDIA)
Cities all over the world are turning to smart infrastructure and digital solutions to make life for residents healthier, safer, more enjoyable, and more productive. Greater Washington has an opportunity to set the global standard for how many diverse jurisdictions and communities work together to create a smart region. This panel will explore what smart, inclusive development looks like in the D.C. area and the implications for developers, investors, and the public sector.
We are honored that United Bank is our break sponsor.
MODERATOR: MICHAEL BRODER (BRIGHTLINE STRATEGIES); PANELIST(S): KATIE BUCKLEW (EDENS), KRISTI DI IACONI (REGENCY CENTERS); PHIL COLICCHIO (CUSHMAN & WAKEFIELD)
The changing retail real estate landscape is one of the hottest trending topics out there today, as consumers are driving developers and landlords to accommodate their ever-changing demands. The panelists will share how developers and owners are navigating this evolution to create optimal retail for the market of today and of the future.
MODERATOR: AAKASH THAKKAR (EYA); PANELIST(S): MONTY HOFFMAN (PN HOFFMAN), PETER CALKINS (BROOKFIELD), LOIS FIELDS (URBAN ATLANTIC),
Although the concept of public-private partnerships is not new, only recently has it become a viable option for CRE projects in the US. Our panel will share examples of successful P3 projects, ideas on how to structure projects to optimize the benefit for all parties, discuss the roles and responsibilities of each side, and discuss key financing models that could make or break the success of a large scale CRE project.
PANELIST(S): TIFFANY HOSEY ( BUILDATANALYTICS), BRANDON KEKS (PENSIO GLOBAL), ALEX MCMANUS (EYRUS)
Throughout the day you will be exposed to a few up and coming (commercially proven) products/services in the CRE space that you need to know about that you can use today to enhance operational efficiencies, source capital, support marketing, and brand building, and most importantly increase your bottom line.
Join us before the conference for an intimate VIP ticket holder only luncheon session with top leaders from Amazon and JBG Smith, including an open Q&A, a fabulous lunch, and networking with the speakers.
Join us for the CRE Connect summit and learn more about the most pertinent trends, economic outlooks, and technologies impacting the DMV’s commercial real estate market.
Join us for a great session of networking with top real estate developers, investors, and government leaders. The reception will also include heavy apps and drinks for your enjoyment.
Mr. Kelly is currently serving as the JBG SMITH Chief Executive Officer. He previously served as a Managing Partner and a member of JBG's Executive Committee and Investment Committee. He previously was co-head of the firm's Investments Group and was primarily responsible for JBG's investment strategy and the investment and acquisition activity of the JBG Investment Funds. Prior to joining the JBG Companies in 2004, he was a co-founder of ODAC Inc., a media software company, and worked in private equity and investment banking with Thomas H. Lee Partners in Boston and Goldman Sachs, & Co in New York. Mr. Kelly currently serves as a Trustee of the Federal City Council and is a member of the Economic Club of Washington D.C. He is Vice-Chair of the MedStar Health Washington Hospital Center Board of Directors. He is a former member of the Board of Directors of Ayuda, an immigrant-focused non-profit organization in the D.C. metro area. He is also a member of The Urban Land Institute and The Real Estate Group and has lectured at Georgetown University and The University of Notre Dame. Mr. Kelly holds a B.A. with honors from Dartmouth College and an M.B.A. from Harvard Business School.
Michael Broder serves as president and chief executive officer of Brightline Strategies. Prior to forming the company in January 1999, Mr. Broder served as campaign strategist and media consultant to several gubernatorial, senatorial and congressional candidates during the 1994, 1996 and 1998 election cycles. He also served in the Office of Political Affairs in the first Bush Administration. Mr. Broder's work has received numerous awards including: Pollie, Telly, ADDY, AMR Gold Medals, and the International Television and Video Association Award of Excellence. He has lectured at the George Washington University's undergraduate School of Political Communications and the Graduate School of Political Management.
Mary-Claire Burick a strategic leader whose focus is on building engagement and leading change. As President of the Rosslyn Business Improvement District, she is responsible for leading daily operations and creating programs that define, enhance and continually improve Rosslyn for those who work, live, visit and do business there. Her leadership in the area of business engagement has been recognized within the region and has focused on building relationships and retaining businesses in Rosslyn, as well as working with the real estate community, property owners and Arlington County to engage and welcome new businesses to Rosslyn.
Jeannette Chapman is the Deputy Director and Senior Research Associate of The Stephen S. Fuller Institute at the Schar School of Policy and Government, George Mason University. She joined George Mason University in 2013 as the Research Associate at the Center for Regional Analysis (CRA). Prior to joining George Mason University, she was the Research Associate for Economic Growth and Development at the Downtown DC Business Improvement District. Ms. Chapman received BA’s in Economics and Foreign Affairs from the University of Virginia and a Master’s degree in Public Policy from George Mason University.
Victor Hoskins became the Arlington Economic Development (AED) Director in 2015 and is most known for leading the team that successfully attracted Amazon HQ2 to Arlington County, VA, a deal that will bring 25,000 jobs and more than $2.5 billion investment. Under Mr. Hoskins’ leadership, the County has successfully implemented an Innovation Strategy that has moved it toward technology and private sector commercialization. Other recent successes include Nestlé, Applied Predictive Technologies, Deloitte, and Phone2Action. Previously, Mr. Hoskins worked in private real estate investment on Wall Street. Moreover, he served as Deputy Mayor of Economic Development for the District of Columbia, during which time he turned around the economy of the District with projects like The Wharf and City Center. During his career his work has resulted in almost 280,000 jobs, and he has lead the teams that negotiated more than 700 major business deals resulting in billions in private investment. He holds a Master’s degree in City Planning from Massachusetts Institute of Technology (MIT) and a BA with Honors from Dartmouth College.
Appointed by Mayor Muriel Bowser in January 2015, Brian T. Kenner serves as the Deputy Mayor for Planning and Economic Development overseeing the administration’s efforts to strengthen Washington, DC’s economy. Mr. Kenner is primarily focused on producing and preserving affordable housing, creating employment opportunities for District residents, and increasing the District’s tax revenue. He manages an active real estate portfolio worth $7 billion and oversees a business development team responsible for attracting and retaining companies from startups to global enterprises to the District.
David Petr is President and CEO of MCEDC, developing innovative strategies, strengthening partnerships and leading a team to promote Montgomery County as the ideal place to start, grow and expand business in the county’s key industries. With a spectrum of economic development, strategic business and marketing experience, David thrives on changing the culture of organizations to become more nimble, proactive and creative. David was named to Washington Business Journal’s Power 100, Washington’s most influential newsmakers of 2017, after just 13 months at the helm of the organization. He is raising the profile of Maryland’s top-performing county, consistently out in the community meeting CEOs, entrepreneurs, startups and established companies.
Dallas R. Evans brings over years of entrepreneurial, executive and financial management experience to the 360 Cooperative Advisors team. Mr. Evans has held senior level positions in both private and public sector organizations prior to the founding of 360. During his career, Mr. Evans has developed and/or managed real estate portfolios in excess of 100 million square feet and was the previous Deputy Mayor of Operations for the District in Columbia.
Mr. Evans holds a Bachelor of Science in Accounting from the University of Maryland, College Park and a Masters of Business Administration from American University in Washington, DC.
Jack McDougle, currently President & CEO of the Greater Washington Board of Trade, creates innovation-friendly and collaborative cultures; working with business, government and nonprofits for more than 20 years to enhance competitive advantage. He focuses teams to thrive in complex environments, think with a global perspective and flexibly adapt to change while generating creative, viable approaches to challenging situations. He founded Blutre Strategies to drive economic capacity building, with projects in the U.S., Central Asia and India. One involved leading a National Manufacturing and Innovation Initiative at the Council on Competitiveness. Jack also served as Deputy Undersecretary for Economic Affairs and Deputy Assistant Secretary for Industry Analysis at the U.S. Department of Commerce. At the U.S. Department of State, he led components of the U.S. hosted G8 Summit at Sea Island, GA.
David R. Soares is President and CEO of Lexden Capital specializing in project investment and finance in the commercial real estate and sustainable infrastructure markets with special emphasis on energy and waste management in projects between $20 million and $250 million. Prior to forming Lexden Capital Mr. Soares was a Founding Partner in Berkshire Capital Group, a private equity firm, where he successfully sourced, executed, managed and disposed of assets for two real estate private equity funds. In addition, he ran a CMBS loan origination platform under Berkshire Capital Financial and later a bridge loan debt fund in partnership with Liberty Harbor (a Goldman Sachs company). Over a 35-year senior management career, Mr. Soares has built real estate investment platforms with nationwide capabilities and maintains both the regional market network and capital markets connections to support any market-driven real estate platform. Mr. Soares current holds the position of Chairman of the Finance Committee for Smart Cities Council, sits on the Board of Advisors for The Real Estate Finance Journal and recently finished his term as President of the Mortgage Bankers Association of New York, while still maintaining a seat on its Board of Directors.
Tom Touchet is an acclaimed media and IoT innovator, and a DC native. Currently, the CEO of Smart City Media, Tom and his team have created one of the fastest growing companies in IoT with 25 (and growing) public contracts throughout North America. Tom was a founding member of the Internet of Things World Forum, and is currently using his expertise to help cities, transit agencies and universities reshape the way they communicate with their citizens, riders and students. Tom's career includes success at the highest levels of media, including a chief executive position running NBC's Today Show when it was the most profitable show in network TV history. He also won a Peabody Award for 9/11 coverage at ABC News. Prior to SCM, Tom was CEO of City24/7, where he was named one of the Pioneers of IOT by CIO Magazine. Tom grew up in DC and attended Gonzaga high school and the University of Virginia. After college, he taught elementary school in Anacostia and was once an unpaid intern at WTTG Channel 5. He recently moved back to the area with his patient, wonderful wife and two awesome children.
Karen leads Accenture’s Commercial Real Estate practice in Canada with over 15 years of combined industry and consulting experience. She has a proven track record of successfully delivering large-scale transformations, and her projects focus on technology, innovation, and change within the Commercial Real Estate industry. Before making the shift to consulting, Karen worked at Oxford Properties Group, where she oversaw a portfolio of office assets in the GTA. While at Oxford, Karen successfully led multiple process improvement and technology projects from the business perspective. Prior to Oxford, Karen held roles in Finance and Property Management at Westfield working on retail assets in the Northeastern US. Karen has a BA (Honours) from the University of Guelph, where she majored in English and an MBA from the Simon Graduate School of Business at the University of Rochester.
Katie Bucklew is Vice President of Development at Edens working directly with Steve Boyle, Managing Director of Development, on the acquisition, vision, leasing strategy, project management and execution for ground-up development and redevelopment activity in the portfolio. Katie began her career in EDENS’ financial management analyst program, working on debt and equity raises, new development projects, acquisitions and corporate reporting. She has since held a number of high-profile roles at EDENS that have given her a broad perspective of the retail real estate industry. Previously, Katie worked directly for Jodie W. McLean, EDENS CEO, on portfolio transactions and strategic growth, capital allocation and operational strategy. Katie ran point on the $861 million AMREIT transaction that brought in 50 assets from Texas and Atlanta to the portfolio. Prior to this role, Katie spent three years on the Mid-Atlantic investment team, directing the daily activities and executing strategic plans for the 35-center Mid-Atlantic portfolio, comprised of more than 4 million SF and $1 billion in asset value. She also spent two years on the EDENS leasing team, where she was the second-leading leasing producer in 2010, responsible for 11 retail centers totaling more than 1.2 million square feet.
Krista Di Iaconi is Senior Vice President, Senior Market Officer for Regency Centers, the preeminent national owner, operator, and developer of shopping centers located in affluent and densely populated trade areas. Krista oversees the leasing, development, operations and asset management of 68 shopping centers in the company’s Mid-Atlantic and Northeast portfolio, totaling approximately 8 million square feet. Krista has more than 20 years of experience in premier-quality commercial real estate, including grocery-anchored shopping centers and mixed-use developments. She started her career as an accountant at Baker Tilley and quickly expanded to include the functional disciplines of financial analysis, financing, operations, acquisitions, development and leasing retail real estate through her 20-year career at JBGR Retail and a short period at Edens. Additional experience includes developing partnerships with governmental agencies, co-developers, debt and equity capital providers and anchor tenants.
Phil Colicchio is an industry-leading expert in specialty food, beverage (F&B) and entertainment procurement. In his current role at Cushman & Wakefield, Phil, along with his partner, Trip Schneck, provides his expertise to our brokerage teams and other service lines to promote client-centric business development for existing developer, owner, investor, hotelier, resort and university clients around the country. Their strong relationships within both the F&B and entertainment communities serve as the currency that sets them apart in the era of newCommerce, and aid brokers as they assist their clients in building the right standout concept for their space. Since 2015, Phil has been at the forefront of “The Food Hall Movement”’, advising property owners and universities on the critical need for intelligently programming communal spaces to include authentic food and beverage offerings, markets, beer gardens, rooftop experiences and thoughtfully curated Food Halls. Founded in 2008, his Colicchio Consulting, LLC expanded in 2017 to include the development of intimate venues to meet the demand for experiencing live performance in familiar retail, hotel and Food Hall environments.
As the CEO of the Pensio Global Group, Brandon Keks has overseen the development and incubation of several real estate and insurance backed platforms, which has bonded over $4B in projects to date in Canada and is now leading the US launch. Prior to joining Pensio in 2016, Brandon spent eight years with international manufacturing firms working in Business Development and Operations Management. Brandon is a graduate of the Omnium Global Executive MBA program at the University of Toronto (Rotman) and University of St. Gallen (HSG, Switzerland).
Aakash is an EVP of Acquisitions and Development at EYA. His responsibilities include leading acquisition efforts for the company and managing new development projects through the sourcing, financing, and entitlement process. He also serves on the company’s Investment Committee. His current projects include the redevelopment of the McMillan Sand Filtration Site and development of the 41-acre Tower Oaks site. Aakash is a full member of the Urban Land Institute and a member of the Maret School Board of Trustees. He was a member of the Obama for America Finance Committee and a co-founder (along with his wife) of the Thakkar/Giallourakis Scholarship Fund for St. John's College High School. Aakash has a BS in Accounting and Political Science from LaSalle University and holds both an MBA and a Masters in City and Regional Planning from Rutgers University. He is a native Washingtonian and resides in the City with his wife and two children.
Monty Hoffman formed PN Hoffman in 1993 with a single townhouse conversion and has built the company into a market leader in the Washington, DC metro area. With more than 30 years of experience, Hoffman actively leads the company’s business development and market strategy as well as the design initiatives for every PN Hoffman project. PN Hoffman has been recognized locally and nationally with numerous trade association and community impact awards. Hoffman is listed in Washington’s Smart CEO’s Future 50 list and Washington Business Journal Power 100. He serves on the boards of the Southwest Business Improvement District, Washington DC Economic Partnership, DC Students Construction Trades Foundation, and Federal City Council. Hoffman graduated from the University of Pittsburgh with a Bachelor of Science, Civil/Structural Engineering.
Peter Calkins recently joined Brookfield Properties as Senior Vice President, Development in the Washington DC Region through its acquisition of Forest City Realty Trust, bringing a twenty-six year career with Forest City leading development of office and research buildings and mixed-use campus developments throughout the eastern United States. Mr. Calkins managed and directed development of a large part of University Park at MIT, Forest City’s award-winning mixed-use life science campus in Cambridge, MA, led Forest City’s partnership with the University of Pennsylvania to develop the Penn Translational Research Laboratory, and continues to direct the planning and development of the Science + Technology Park at Johns Hopkins in Baltimore, MD. Three years ago, Forest City brought Mr. Calkins to Washington DC to oversee development of the office components at The Yards, an award-winning public-private venture that is developing a new mixed-use neighborhood on 48 acres along the banks of the Anacostia River. Mr. Calkins led the creation of an updated master plan for the second phase of the project, known as Yards West, and secured an initial office tenant that later this year will enable Brookfield to launch vertical development of its 1.8 million square feet in office entitlements.
Lois Fried, Managing Partner, has over 30 years of experience in real estate finance and investment. She is responsible for all aspects of capital sourcing and deployment for Urban Atlantic (UA). Lois has deployed $1.7 billion in UA-sponsored real estate and $2.5 billion as an investor in other sponsored real estate and operating businesses. Lois has financed numerous large-scale, mixed-used and mixed-income projects, leveraging public and private funds including tax-exempt bonds, Tax Increment Financing (TIF), Payment in Lieu of Taxes (PILOT), Low Income Housing Tax Credits, New Markets Tax Credits, FHA debt, and conventional debt and equity. Her expertise bringing together public and private capital sources has been instrumental in creating first-class urban and transit-oriented developments while providing market rate returns to investors.
Tiffany Hosey is the CEO of BuilDATAnalytics, a construction financial risk management firm for which she conceptualized and created a patent-pending software platform called Construction Trade Building Analytics or “CTBIM" --which is the only cloud-based SAAS solution that allows owners to access, from any location in the world, near real-time information about all aspects of subcontractor field activities that create risk and can adversely impact financial investments in large construction projects. While working as a civil litigator for over 15 years, her experience ranged from the defense of professional liability cases to serving as counsel to a panel of judges overseeing a multi-billion dollar products liability litigation fund. As a business executive, she worked for 7 years as President of her family’s construction management company, where she worked 2 years on the construction site of a 2 million square foot BRAC building. Ms. Hosey holds a Class A Contractor’s license from the Commonwealth of Virginia; is certified by the U.S. Army Corps of Engineers in Quality Control Construction Management; is proficient in written and spoken Japanese; holds a J.D. from The George Washington University Law School and a B.A. from Georgetown University.
For the inaugural event, we are honored to give 75% of our profits to our first cause: the Lourie Center for Children’s Social and Emotional Wellness headquartered in Rockville, Maryland.
Since 1983, when the Center opened, they have become a regional leader in trauma-informed care services, training, and research for children birth-11. They help children who experience and suffer from major early childhood trauma and emotional difficulties, exposure to adverse experiences, including abuse and neglect, and place them in a supportive therapeutic environment to help overcome these real-life challenges, setting them up for academic success and healthy social relationships. There are many CRE companies who have donated to the Lourie Center in the past like Whiting Turner and the James and Alice B.Clark Foundation and we want to continue to support them and build momentum for the amazing work they do for children in our community.
For information on sponsorships please click here to review our current options. For speaking opportunities, and any other questions regarding the conference please contact Seema Alexander at email@example.com
Multiple sponsorship levels and trade show tables are available for the CRE Connect Summit. Platinum, Gold, Silver, and other exclusive sponsorship opportunities allow you to: increase visibility for your company; generate greater awareness of your product; introduce new products, showcase products with demonstrations, educate current and potential clients about your services and stay current – or surpass – competitors.
Christina Davies, Principal and Partner of Cornerstone Development Group of DC. Ms. Davies has an extensive background in real estate that includes procuring, capitalizing, developing and leasing commercial real estate. As Principal and Partner of Cornerstone Development Group she oversees the strategy and day-to-day activities of the company’s real estate portfolio, manages third-party projects, source new development and investment opportunities as well as strategy and planning of new projects. Prior to Cornerstone Development Group, Ms. Davies served as Director of Retail Real Estate Services at Madison Marquette where she was involved with the strategy, leasing and execution of the 1.2 Million square feet of retail and commercial projects and was part of the team on The District Wharf a $2 Billion, 3.2 million square feet of World Class waterfront mixed-use development on the Potomac River in Washington, DC.
Kishan Alexander is a Senior Vice President at World Insurance and commercial insurance producer and has been in the industry for over 15 years. He is one of their top commercial lines producers who specializes in the construction, real estate, and hospitality industry. He not only focuses on ensuring he gets a deep understanding of his client's business, processes, risks, and exposures to get them the best coverage possible at the best price with the most reputable markets, but he also prides himself in being a catalyst his clients business growth not just through insurance. Prior to being an insurance broker, Kishan spent over 10+ years in IT security in highly regulated markets from financial services, pharma and technology.
Seema Alexander is the Vice President & Chief Marketing Officer at Lexden Capital, where they develops, structures, and/or finances sustainable infrastructure and commercial real estate projects for the Public and Private Sector (including complex P3s) from $20M-$250M. Prior to Lexden Capital, Seema was the founder of Disruptive.CEO —a (re)branding , business model strategy, and marketing consultancy for growth stage companies looking to scale their market awareness, enhance their market share and/or increase their overall evaluation. She has previously held several executive marketing and strategy positions within startups and at a Fortune 500 company, Prudential Financial, where she played a critical oversight role in their award-winning, historic rebrand and operationalized the brand strategy within their Retirement division (a multibillion-dollar business line). With over 17 years of corporate strategy, branding, marketing, and growth startup strategy experience, Seema has an innate passion and ability for helping smart, disruptive businesses grow and scale. Seema graduated Magna Cum Laude with her MBA from Fordham University in New York City.
Alan Ezagui is Director of Development for the Lourie Center for Children's Social & Emotional Wellness, a leading trauma-informed care services, training, and research center. Alan joined the Lourie Center in 2017 bringing 25 years of business and philanthropic experience in children’s mental health and childhood trauma, raising more than $16 million. Prior to joining the Lourie Center, Alan served as the Deputy Director of Development of the American Academy of Child & Adolescent Psychiatry (AACAP). He has also held fundraising leadership roles at Active Minds, Inc. and Adventist HealthCare Behavioral Health & Wellness Services Foundation (formerly Potomac Ridge Behavioral Health).
Kelvin Fu is the Founder and Chief Investment Officer of GL Capital, LLC which invests, manages and develops multifamily, student housing and mixed-used properties in the mid-Atlantic region. Prior to GL Capital, Kelvin lived and worked in Singapore and Shanghai for a private equity growth firm and was one of the founding partner for A-Level Capital which invests in early-stage companies. Kelvin completed his MBA at Johns Hopkins University's Carey School of Business and has a Masters of Applied Finance from Macquarie University.