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Higher Education & Real Estate: Innovative Strategies for
Campus Planning and Facility Financing
Sheraton Boston Hotel
Boston, MA
April 17 & 18, 2008
Walk-Up Registration Available!
Sponsored in part by:
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Who Should Attend
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Higher Education Institutions - President, Vice President of Finance, Director
of Facilities, Director of Development, Director of Construction, General
Counsel
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Real Estate and Design Industry - Architects, Master Planners, Engineers,
General Contractors, Real Estate Developers, Construction Managers
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Municipalities - Planning Directors, Town Administrators, City Managers,
Development Directors
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Financial Industry - Loan Officers, Investment Bankers
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Why You Should Attend
In recent years, a number of factors have led higher education institutions to
undertake new approaches to developing, owning, managing, and financing both
new and existing facilities. These factors include increased competition for
research dollars as well as for the best students and faculty. With enrollment
on the rise, colleges and universities know that they need to develop new
facilities that give them an edge, such as new housing for students and
faculty, student centers and athletic and cultural facilities.
Construction expenditures by colleges and universities increased from about $6
billion in 1995 to almost $20 billion in 2003, but sources for funding these
projects did not keep pace. Cut-backs in federal and state funding of higher
education, lower endowment returns, and rising construction costs have forced
higher education institutions to consider new and innovative approaches to
maximizing the value and utility of their real estate assets. For real estate
service providers, this means a growing demand from higher education
institutions for advice about and assistance with the development and financing
of new facilities.
This conference explores a number of the new options available for colleges and
universities interested in developing and financing new facilities, including a
discussion of some innovative approaches taken by specific colleges and
universities to develop new facilities.
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The Speakers
Lawrence M. Archey
Director of Campus Planning & Support Service
Hampshire College
Amherst, MA
John H. Augustine
Managing Director
Higher Education Finance Group
Lehman Brothers Inc.
New York, NY
James C. Bates
President / CEO
Destination Hotel
Partners, LLC
New York, NY
Luis Bernardo, AIA, LEED AP
Principal
Design Collective Inc.
Baltimore, MD
Robert Blakeman, LEED, A.P.
Principal
Paulus, Sokolowskiand Sartor
Warren, NJ
Doug Brown
President
Capstone Management
Birmingham, AL
Thomas J. Cullinan
Managing Director
RBC Capital Markets
Albany, NY
Lawrence S. DiCara [
bio ]
Partner
Nixon Peabody LLP
Boston MA
Andrew I. Glincher P.C. [
bio ]
Partner
Nixon Peabody LLP
Boston MA
Pamela Goodman
President
Beacon Communities
Development LLC
Boston, MA
Walt Henry
Director of Engineering
Massachusetts Institute of Technology
(MIT)
Cambridge MA
Patricia A. Johnson
Treasurer
Cornell University
Ithaca, NY
Carolyn S. Kaplan, Esq. [*] [
bio ]
Counsel
Chief Sustainability Officer
Nixon Peabody LLP
Boston, MA
Thomas Kearns
Principal
Shepley Bulfinch Richardson &
Abbott
Cambridge, MA
Matthew R. Lynch, Esq. [*] [
bio ]
Partner
Nixon Peabody LLP
Boston, MA
Bruce McKee
Executive Vice President
Campus Development
Capstone Development
Corporation
Birmingham, AL
John R. McQueen, Esq. [*] [
bio ]
Partner
Nixon Peabody LLP
Rochester, NY
Wallace Mlyniec
Former Associate Dean
Georgetown University Law
School
Washington, DC
John F. Palmieri [
bio ]
Director
Boston Redevelopment
Authority (BRA)
Boston, MA
Matthew Pearson
Executive Director
Morgan Stanley & Co.
New York, NY
Laura Sander
Vice President/Senior Analyst
Higher Education/Other Not-for-Profit Ratings
Public Finance Group
Moody's Investors Service
Boston, MA
William P. Scott, Esq. [*] [
bio ]
Partner
Nixon Peabody LLP
Albany, NY
Leith Sharp
Director
Harvard
Green Campus Initiative
Cambridge, MA
Ruth H. Silman, Esq. [*] [
bio ]
Partner
Nixon Peabody LLP
Boston, MA
Jeff Turner
Senior Vice President
Brailsford and Dunlavey
Washington, DC
Carole Wedge
President
Shepley Bulfinch Richardson &
Abbott
Cambridge, MA
Warren S. Whitlock
Director of Construction Coordination
Columbia University
New York, NY
Jeffrey G. Wright, Esq. [*] [
bio ]
Partner
Nixon Peabody LLP
Rochester, NY
*Planning Committee
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Agenda
Thursday, April 17, 2008
8:00 A.M.
Registration and Continental Breakfast
9:00 A.M.
Welcome & Introductions: Lawrence S. DiCara, Esq., Partner, Nixon Peabody
LLP, Boston, MA
9:15 A.M.
Joint Venture between Private Higher Education Institutions and Real Estate
Developers
This session will explore the "hows" and "whys" of a joint venture between a
real estate developer and a higher education institution using the real life
example of Beacon Communities and Hampshire College. Panelists will discuss how
they are working together to develop a residential community centered around
life-long learning.
10:45 A.M.
Coffee Break
11:00 A.M.
Student Housing Joint Venture on an Urban Campus
This session will consider the development and operation of a student housing
project on an urban campus through a public/private partnership between a
public university and a private developer. It will explore various design,
development, financing, and operational issues from the perspectives of the
institution, the developer, the architect, and the manager.
12:30 P.M.
Complimentary Networking Lunch Keynote Speaker
John F.
Palmieri
Director, Boston Redevelopment Authority
2:00 PM
Sustainable Development and Green Design
Colleges and universities across the country are incorporating sustainable
development and green design into their campuses in an effort to conserve
energy and reduce greenhouse gas emissions. This session will provide examples
of how higher education institutions are achieving their sustainability goals
through green building construction and other measures. The panel will discuss:
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Master planning and sustainability
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Smart growth and energy conservation;
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Tax credits and incentives for green design
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Certification programs such as LEED
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Case studies
3:00 P.M.
Coffee Break
3:15 P.M.
Maximize the Value of the Real Estate Assets of Higher Education Institutions
This session will explore the means and methods by which colleges and
universities can maximize the value of their real estate assets. College and
university administrators, design professionals, and real estate advisors will
discuss:
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Using campus planning as a springboard to real estate strategies
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Innovative financing strategies, planning as a fund-raising tool
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Alternative delivery models
This session will also address how to think about new partnerships,
opportunities, and trends that will influence higher education real estate in
the next decade.
5:15 P.M. - 6:30 P.M.
Networking Cocktail Reception for All Participants and Speakers
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Friday, April 18, 2008
8:00 A.M.
Registration and Continental Breakfast
8:30 A.M.
Tax Exempt Bonds as a Financing Tool for Construction of New College and
University Facilities
This session will look at tax-exempt bonds as a financing tool for the
construction of new college and university facilities, including:
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An overview of the bond financing process
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A discussion of federal tax issues related to tax-exempt bond financing
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A discussion of bond underwriting and credit issues
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A discussion of recent market issues related to the effects on colleges and
universities of rating agency downgrades of major bond insurers and failures of
auctions in the auction rate bond sector of the tax-exempt bond market; and
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A look at how one higher education institution - Cornell University - has
utilized tax exempt bonds as a financing tool for the construc¬tion of new
facilities.
10:45 AM
Networking Break
11:00 AM
Tax Exempt Bonds (continued)
12:00 PM - 1:00
Green Hotel Development on College Campuses
This panel will examine the "hows" and "whys" of developing hotel facilities on
campuses of colleges and universities.
1:00 PM
Conclusion of Program
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Instructional Information
All sessions will be presented by on-site speakers and will include individual
presentations, panel discussions, question-and-answer opportunities, and/or
workshops. When applicable, reference and/or course material will be provided
for each registrant. Other than a practical familiarity with the topic under
discussion, no formal prerequisites or advanced preparations are required. Special
Needs: Any person with a disability who believes he/she may need
reasonable accommodations to participate should contact IPED no later than 4
weeks prior to the conference start date. Recommended Dress: Business
Casual
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Accreditation
IPED will seek approval for continuing legal education credits on an as needed
basis. Please indicate on your registration form if you need these credits.
State bar associations have the final authority on the acceptance of individual
courses and IPED will do everything to ensure these requirements are met when
seeking approval.
IPED is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards have final authority on the acceptance
of individual courses for CPE Credits. Complaints regarding registered sponsors
may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Nashville, TN 37219-2417, www.nasba.org.
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Registration Information
The registration fee includes all applicable sessions, refreshments, lunches,
receptions and reference and/or course materials unless otherwise noted. Payment
must be received by April 7, 2008, to ensure your registration .
IPED accepts Visa, MasterCard and payment by check. Government purchase orders
and American Express are not accepted. There are NO EXCEPTIONS to this policy.
$795 for general
$595 Non-Profit Organizations
Proof of 501(c)(3) status must accompany registration.
Early Registration Offer: Save $50 if registered by March 17,
2008!
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Group discounts
For 3-5 registrants, deduct $50 per person from the applicable rate. For 6 or
more registrants, deduct $100 per person from the applicable rate. To receive
this discount, you must register all individuals in one transaction. This
discount CANNOT be combined with any other offer, including the Early
Registration Offer.
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Cancellation Information
Registrations made on-line must be cancelled on-line. Registrations
made via fax or mail must be cancelled in writing via mail, fax or e-mail to
the IPED office. Mailing address: IPED, Inc., 401 Ninth Street, NW, 8th Floor,
Washington, DC 20004. Fax: 202-585-8748. E-mail: info@ipedinc.net.
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Cancellations requested on/before April 6, 2008, are eligible for a refund
minus a $225 administrative fee.
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Cancellations requested on/after April 7, 2008 will forfeit the entire
registration fee.
Fees, dates and cancellation policy subject to change. In rare instances when a
conference is rescheduled or cancelled, IPED will fully refund the registration
fee but is not responsible for other costs incurred, such as non-refundable
airline tickets.
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Conference Site and Hotel Information
Sheraton Boston Hotel
39 Dalton Street
Boston, MA 02199
Phone: 617-236-2000
www.starwoodhotels.com/sheraton
IPED has secured a block of rooms at a rate of $259 per night through March 26,
2008. Reservations made after March 26 - or after the room block has been
filled - will be taken on a space available basis and higher rates may apply.
To make your reservation, please contact the hotel directly and ask for the
IPED Room Rate.
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| Price each: |
General: $795.00
Non-profit: $595.00 |
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Total
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General: $795.00
Non-profit: $595.00
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Walk-Up Registration Available! |
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