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Higher Education and Real Estate: New Strategies and
Opportunities for the Development and Financing of College and University
Facilities
The Madison
Washington, DC
June 28 & 29, 2007
NEW PANEL ADDED!
Environmental Issues, Sustainable Development & Green Design
Conference Sponsors:
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Who Should Attend
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From Higher Education Institutions - President, Vice President of Finance,
Director of Facilities, Director of Development, Director of Construction,
General Counsel
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From the Real Estate and Design Industry - Architects, Master Planners,
Engineers, General Contractors, Real Estate Developers, Construction Managers
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From Municipalities - Planning Directors, Town Administrators, City Managers,
development Directors
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From the Financial Industry - Loan Officers, Investment Bankers
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
Margaret Cole
General Counsel
University of Central Florida Foundation
Orlando, FL
Thomas Deller, AICP
Director
Department of Planning & Development
Providence, RI
Lawrence S. DiCara, Esq.* [
bio ]
Partner
Nixon Peabody LLP
Boston, MA
Robert M. Dickey
Managing Director
Jones Lang LaSalle
Boston, MA
The Honorable Evan Dobelle
President and CEO
New England Board of Higher Education
Boston, MA
Donal Farley, P.E.
Senior Vice Chancellor (Emeritus)
Department of Facilities, Construction and Management
The City University of New York, NY
New York, NY
Robert L. Fenning
Vice President for Administration & Finance
Old Dominion University
Norfolk, VA
James Fisher
Assistant Vice President for Finance & Administration
Rochester Institute of Technology
New York, NY
Michael J. Goldman, Esq.* [
bio ]
Associate
Nixon Peabody LLP
Washington, DC
Pamela Goodman
President
Beacon Communities Development LLC
Boston, MA
Roger D. Goodman
Vice President and Team Manager
Higher Education and Other Not-for Profit Ratings Team Public Finance Group
Moody's Investor Services
New York, NY
James D. Howard, Jr.
Principal
TransCapital/Dudley Ventures
Phoenix, AZ
Robert K. Jenkins, Jr.
President and CEO
Hampton Roads Ventures
Norfolk, VA
Patricia A. Johnson
Treasurer
Cornell University
Ithaca, NY
Thomas Kearns, AIA, LEED, AP
Principal
Shepley Bulfinch Richardson & Abbott
Boston, MA
Matthew R. Lynch, Esq.* [
bio ]
Partner
Nixon Peabody LLP
Boston, MA
Jean H. McCreary, Esq.
Partner and Chair of the Energy & Environment Group
Nixon Peabody LLP
Rochester, NY
John R. McQueen, Esq.* [
bio ]
Partner
Nixon Peabody LLP
Rochester, NY
Wallace Mlyniec
Professor of Law and Former Associate Dean
Georgetown Law Center
Washington, DC
Matthew Pearson
Executive Director
Morgan Stanley & Co.
New York, NY
Christopher O. Placco, AIA
Vice President of Facilities
Johnson & Wales University
Providence, RI
William P. Scott, Esq.* [
bio ]
Partner
Nixon Peabody LLP
Albany, NY
Jennifer Senick
Executive Director
Rutgers Center for Green Building
State University of New Jersey
New Brunswick, NJ
Ruth H. Silman, Esq.[
bio ]
Associate
Nixon Peabody LLP
Boston, MA
Jack Silva
Director of Facilities
Rhode Island School of Design
Providence, RI
Paul Tankel, AIA, LEED, AP
University Architect
University of Rochester
Rochester, NY
Jeff Turner
Senior Vice President
Brailsford & Dunlavey
Washington, DC
Carole Wedge, AIA, LEEP, AP
President
Shepley Bulfinch Richardson & Abbott
Boston, MA
Joseph B. White, Esq.[
bio ]
Partner
Nixon Peabody LLP
Providence, RI
Jeffrey G. Wright, Esq. * [
bio ]
Partner
Nixon Peabody LLP
Rochester, NY
*Planning Committee
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Agenda
Thursday, June 28, 2007
8:00 A.M.
Continental Breakfast & Registration
9:00 A.M.
Welcome & Introductions by Lawrence S. Dicara, Esq., Partner, Nixon Peabody
LLP
9:15 A.M.
Business and Legal Issues in Developing Vacant Land and Underutilized Existing
Buildings
Using real life examples of projects undertaken by the City University of New
York, Rochester Institute of Technology, and the University of Central Florida,
this session will explore the business and legal issues that need to be
addressed in connection with the development of vacant land or underutilized
existing buildings of colleges and universities, including:
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Issues that arise in planning the scope of a project;
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Issues that arise in connection with the development and construction of the
project; and
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Issues related to the financing of the project.
10:45 A.M.
Break
11:00 A.M.
Joint Ventures 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 and how they are working
together to develop a residential community centered around life-long learning.
12:30 P.M.
Complimentary Networking Lunch featuring The Honorable Evan Dobelle, President
and CEO, New England Board of Higher Education
1:30 PM
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; 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 construction of new
facilities.
3:45 P.M.
Break
4:00 P.M.
Developing Imaginative Strategies for Higher Education Institutions to
Capitalize on the New Markets Tax Credit Program
This session will explore how colleges and universities can develop imaginative
strategies to capitalize on the New Markets Tax Credit Program, including an
analysis of the recently closed transaction combining Empowerment Zone Bonds
and New Markets Tax Credits for the development of a hotel on land owned by Old
Dominion University.
5:30 P.M. - 7:00 P.M.
Networking cocktail reception for all participants and speakers
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Friday, June 29, 2007
8:00 A.M.
Networking Continental Breakfast
8:45 A.M.
Public and Private Partnerships: Expanding College and University Campuses
Case Study: Providence, Rhode Island
Using the example of Providence, Rhode Island, this session will explore the
benefits and burdens of campus expansion and how colleges, universities, and
municipalities can work together to maximize the benefits and minimize the
burdens of campus expansion.
10:30-11:15
Environmental Issues, Sustainable Development & Green Design
Environmental concerns and "green" design can be viewed as costly barriers to
the development process. This session will provide examples of how higher
education institutions (small or large) can model good environmental
citizenship on a modest budget. It will also address how to integrate "smart
growth" and other sustainable concepts to enhance development projects through
an inclusionary community process and provide examples where this has been
successfully achieved. The panel will discuss:
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Sustainability as part of master planning
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Smart growth and energy conservation
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Tax credits and incentives for green design
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Use (or non-use) of certification programs such as LEED
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Case studies
11:15 A.M.
Break
11:30 A.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, including a
discussion by college and university administrators, design professionals, and
other real estate advisors about using campus planning as a springboard to real
estate strategies, innovative financing strategies, and delivery models. It
will also address how to think about new partnerships and trends that will
influence higher education real estate in the next decade.
1:00 P.M.
Conclusion of the program
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Instructional Information
Course level: Other than a practical familiarity with the topic under
discussion, there are no formal prerequisites for this program, nor is any
specific advanced preparation required.
Teaching Methods: All sessions will be presented by on-site speakers and
will include individual presentations, panel discussions, question-and-answer
periods and workshops. A book of reference materials will be distributed to
each registrant at the start of the program.
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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.
Earn CPE and 11 AIA & CLE Credits for Attending this Conference!
Recommended Dress:
Business Casual Attire
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Registration Information
IPED, Inc. accepts the following forms of payment: Visa, MasterCard and check. American
Express is not accepted. Payments must be made by check or credit
card, in advance of the program. IPED conferences often sell
out. Payment must be received by June 22, 2007 to ensure your place is held
at the conference. There are no exceptions to this policy.
$695 for general
$595 Non-Profit Organizations
Proof of 501(c)(3) status must accompany registration.
Save $35 if registered and paid by May 25, 2007. This discount cannot be
combined with group discounts.
Special Needs: Any person with disabilities attending the
conference who believes he or she might need a reasonable accommodation to
participate should contact us at least four weeks in advance.
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Group discounts
Group discounts are available. For three, four or five attendees, deduct $50 per
person from the applicable rate; for six or more attendees, deduct $100 per
person. To receive this rate, you must register all individuals together in one
transaction. This discount cannot be combined with the early registration
discount. If you have any questions please call 202-331-9230.
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Conference Site and Hotel Information
The conference will be held at the The Madison, A Loews Hotel
1177 Fifteenth Street NW
Washington, D.C. 20005
202-862-1600
IPED, Inc. has secured a block of rooms exclusively for IPED attendees and
speakers at the conference hotel for a rate of $239 per night for single or
double occupancy through Tuesday, May 29, 2007. Reservations made after May 29
will be taken on a space-available basis only and rates may vary. To secure the
special seminar rate, we highly recommend you book early. For reservations,
please contact the hotel directly at 202-862-1600.
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Cancellation Information
Cancellations must be made in writing and must be received in the IPED office no
later than 10 business days prior to the conference. A $150 administrative fee
will be deducted from all refunds requested in writing 10 business days prior
to the conference. Any cancellations received less than 10 business days prior
to the conference, or any confirmed registrants who fail to attend, will be
charged the entire registration fee. Option: If you have paid
for a conference but then find you are unable to attend and have missed the
date for a refund, IPED will allow you to transfer your payment and
registration to a future IPED conference for a $50 transfer fee. We will honor
your original payment and registration for any conference within 6 months of
the date of the original conference. If you have comments, questions or
concerns, please call 202-331-9230.
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| Price each: |
General: $695.00
Non-profit: $595.00 |
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Total
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General: $695.00
Non-profit: $595.00
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