Are public/private partnerships the right option for your campus?
Join us in Denver to learn how you can build partnerships with builders, financiers, property managers, and your community that will help minimize your institution’s financial risk and bring new opportunities to your physical campus. This program will cover a variety of financing models and delivery methods and highlight a diverse sample of recent campus projects. You will get practical advice and information, including:
Connecting Academic Programming and Facilities Goals through Public-Private Partnership—An In-Depth Case Study
This 1-day workshop, led by MSU-Denver leaders and P3 partners, provides an in-depth exploration of the strategic steps and lessons learned in undertaking this effort.
This interactive conference was designed specifically for business officers, directors of capital planning, and real estate management professionals, as well as institutional leaders with facilities, finance, or planning responsibilities. Institutional leaders, including presidents or trustees with facilities, finance, or planning responsibilities, will also benefit. Institutions that are updating or developing campus master plans, are considering the use of a private partner to fund facilities, or are in the earlier stages of establishing a private partnership to fund facilities will benefit most from this conference.
Recommended CPE Credits: 17.0 for main conference, 7.5 for workshopProgram Field of Study: Specialized Knowledge and Applications
Delivery Method: Group-Live
Prerequisites: NoneProgram Level: Basic
Academic Impressions 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 of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org
We want you to be satisfied with your Academic Impressions learning experience. If the program you purchased fails to meet your expectations, please contact us within 30 days and let us know. We’ll credit the full amount you paid toward another AI program that may better fit your needs.
Learning Outcome:After participating in this conference, you will be able to make more informed decisions concerning your capital projects and institutional goals.
Organizing a successful P3 project requires the ability to communicate the project to potential partners through the RFP. Designing the document should not be left to the lawyers, even though a lot of required boilerplate language is necessary. In this morning session, we will discuss the key decisions you must make before crafting your RFP, and we will offer a checklist to help you outline an RFP that includes considerations for both on-campus and off-campus projects. We’ll also examine emerging trends in public/private partnership agreements and how these trends should impact your RFP.
In advance of the conference, you’ll receive a reading list of sample higher education RFPs to help you develop more detailed questions. Following the session, you’ll be able to incorporate key components into your RFP into the achievement of project and institutional goals.
For Metropolitan State University-Denver, P3s were not just a means to finance facilities. Rather, MSU-Denver sought opportunities that would produce revenue streams, support academic programs and student services, and connect more closely with the surrounding urban community.
This one-day workshop, led by MSU-Denver leaders and P3 partners, provides an in-depth exploration of the strategic steps and lessons learned in undertaking this effort. Included will be discussions of their successful Hospitality Learning Center and Aerospace and Engineering Sciences Initiative, both of which have resulted in new directions for academic programming and campus facilities.
Learning Outcome:After participating in this workshop, you will be able to better identify opportunities and pitfalls in utilizing public/private partnerships to strengthen academic programs.
Eva is a vice president on Moody’s Higher Education and Not-for-Profit Team. She covers the ratings of higher education and not-for-profit institutions across the US, particularly in the western states. Eva has authored multiple publications including Moody’s higher education annual outlook and special comments on the topics of Title IX, sequestration, student loans, philanthropic giving and the impact of need-blind admissions.
Prior to joining Moody’s, Eva held positions at Empire State Development Corporation, managing economic development financial incentives to New York State businesses and major institutions, and at New York University. Eva holds an A.B. from Middlebury College and an M.B.A. from New York University with a concentration in economics and management.
As General Counsel of Corvias Group, Bill is known for his insatiable appetite for knowledge and keen focus on providing legal services and support to help our businesses grow and improve. Bill joined Corvias in 2001 and leads the company's in-house and outside teams responsible for legal oversight of business strategy, transactions, operations and litigation. Overall, Bill has more than 20 years of experience in the field working with publicly traded and private companies. One thing Bill loves most about his role is helping others make business decisions that contribute to the success of Corvias and its institutional partners. He's also a big fan of embracing and promoting superior collaboration. Bill is a member of the Rhode Island and Massachusetts Bar Associations and the Association of Corporate Counsel. In 2015, he was honored as an In-House Leader in the Law by New England In-House and Lawyers Weekly (Rhode Island and Massachusetts). In the community, Bill is a member of the board of directors for the John P. Burke Memorial Fund, which provides college scholarships to workers at golf clubs throughout Rhode Island. He also serves as Secretary and Co-Chair of the Alumni Committee. He holds a Bachelor of Science in Business Administration from the University of Rhode Island and a Juris Doctor from Western New England University, School of Law.
Mr. Gilbride focuses his practice on large, multifaceted commercial real estate development projects. He co-chairs Hodgson Russ’s College & University Practice Group and has significant experience in public/private partnerships, student housing development, construction and financing, hotel acquisition and financing transactions, nonprofit-sponsored real estate development projects, sports facility leasing and development, industrial development agency projects, commercial real estate financing transactions, and commercial leasing. Mr. Gilbride also devotes a portion of his practice to construction law matters, regularly representing owners and developers in construction and architect contract negotiations.
Mr. Gilbride is a member of the National Association of College and University Attorneys. He recently authored "P3 Development at Public Colleges and Universities: A Big Picture Perspective" for a National Association of College and University Attorneys conference.
Greg Gotthardt leads Alvarez & Marsal’s West Coast real estate practice. With more than thirty years of real estate experience, Mr. Gotthardt has broad experience with owners, users, and capital providers involving asset and transaction strategies, workouts and restructurings, acquisitions and dispositions, investment due diligence, development planning, underwriting, and valuation issues. Since 1996, Mr. Gotthardt has performed and overseen numerous P3 initiatives and transactions for a wide variety of public sector clients, including colleges and universities. He has advised on P3 transactions for a variety of project types including office, retail, housing, renewable energy, mixed-use, and special-use facilities.
Mr Gotthardt serves as a board member for the University of Southern California’s Lusk Center for Real Estate. He is a full member of the Urban Land Institute, and he holds a variety of real estate professional designations and certifications including: designated member of the Appraisal Institute (MAI); fellow of the Royal Institute of Chartered Surveyors (FRICS); member of Counselors of Real Estate (CRE); and certified project management professional (PMP) of the Project Management Institute.
Mr. Hunt is a member of JLL’s Public Institutions group located in Seattle, WA and is responsible for representing the team in the Western United States. His core focus is to help organizations link their real estate and facilities strategy to their overall business strategy. He is skilled at translating organizational needs into business cases and actionable performance criteria to support the planning, implementation and measurement of real estate and workplace strategies.
Since 2005 Stephen Jordan has positioned MSU Denver to become the preeminent public urban university in the nation. Under his leadership, MSU Denver has achieved university status, launched its first master's degree programs, developed innovative public-private partnerships and seen plans for a Hotel and Hospitality Learning Center, Student Success Building and Athletics Complex come to fruition.
His courageous leadership in creating a nonresident tuition rate evened the playing field for undocumented students in Colorado and heralded the ultimate passage of the ASSET bill.
Jordan is the incoming board chair of the American Association of State Colleges and Universities and serves on the Downtown Denver Partnership board. He has received the Latin American Educational Foundation's Sol Trujillo National Lifetime Leadership Award, the Anti-Defamation League's 2014 Civil Rights Award and a Martin Luther King, Jr. Business Award from the Denver business community.
Jordan holds a bachelor's degree from the University of Northern Colorado and a master's degree in public affairs and a doctorate from the University of Colorado Denver.
Mr. Kennedy has more than 14 years of experience providing complex corporate and real estate finance, securitization, financial services, mortgage banking and commercial real estate transactions. As Deputy General Counsel for Corvias Group, Mr. Kennedy provides legal support to both Corvias Campus Living and Corvias Solutions on business development, deal structuring, transactions and operations. With an in-depth knowledge of federal, state, municipal, and local regulations, Mr. Kennedy advises on all legal matters.
Mr. Kennedy has represented clients involved in various student housing projects and in various public-private partnerships, including all three branches of the United States military. Mr. Kennedy has personally supervised an interdisciplinary team of attorneys, investment bankers, and consultants in connection with the acquisition, development and financing of numerous student housing projects, as well as the privatization and subsequent redevelopment, management, construction, and renovation of military family housing facilities at various military installations throughout the continental United States. Mr. Kennedy personally supervised the negotiation and closing of many sophisticated acquisitions, sales, joint ventures, mergers, and financing transactions for a real estate company that owns and operates a large portfolio of real estate investments, particularly multifamily residential apartments and student housing, as well as a mortgage bank and a private equity group with diversified holdings.
Daniel Marsh's work in the field of economic and community development has spanned 35 years in the public, private and non-profit sectors and includes all aspects of community development. At the National Development Council (NDC), where he has served since 1986, Marsh is the head of NDC's East Team, supervising and managing the work of six development professionals and providing services to public and non-profit community partners in the eastern United States and Puerto Rico. This work includes the creation and implementation of housing and community development strategies and economic development systems, real estate negotiations, financial analyses and creative deal structuring, and identification and procurement of financing. Familiarity with public resources and understanding public processes (HUD, SBA, EDA, etc.) is a key part of this practice. Marsh is also the President of the NDC Housing and Economic Development Corporation, NDC's development and financing arm, and created its nationally recognized program using tax-exempt financing for public facility development.
Mark Miller delivers a diversity of experience having begun his career in student housing as a Residence Hall Director and holding positions on university campuses including Director of Housing and Assistant VP of Operations. Moving off-campus, he has supervised operations at the portfolio level in both student and traditional multifamily housing including staffing, marketing and leasing, residence life, rent collections, maintenance systems, capital improvements, property takeover, stabilization, and repositioning. This combination of experience enables him to combine the best of what on and off campus living has to offer into a program that lends itself to a positive resident experience for both students and parents and effective institutional partnerships.
Mark currently supports student housing operations for the 65-year, $550 million public-private partnership with the University System of Georgia (USG) where Corvias will construct and manage 3,753 new beds, as well as 6,195 existing beds, totaling over 3 million square feet across nine of the USG's 29 campuses
Mr. Phillips joined JLL in May 2015 as a Vice President with the Public Institutions group. Located in San Diego, CA, he provides real estate development, financial and market analysis, and neighborhood revitalization advisory services to public sector and higher education clients in the western United States. He currently performs analysis on alternative public and private financing mechanisms, assists in the solicitation of development partners, negotiates public-private partnerships, reviews and analyzes legal documents, financial reports and operating plans. Mr. Phillips is currently assisting on an engagement for the Port of San Diego in the development of 530-acres of waterfront development in the City of Chula Vista, which is anticipated to encompass thousands of hotel rooms, convention space, hundreds of thousands of square feet of retail and commercial space as well as parks and promenades. Other assignments include a campus financing and development strategy for California State University Channel Island. His work with the University explores public-private partnerships to maximize land value and create revenues and capital funding to quickly develop new or expand existing university facilities. Mr. Phillips is also working with the City Napa, CA to help the City manage and consolidate their government buildings and lease excess land for a hotel development.
Mr. Risher, a Director at Alvarez and Marsal, has 20 years of experience in advising public, institutional and educational clients on all matters related to real estate development, financing and transactional structuring. Mr. Risher has worked with domestic and foreign military agencies on large-scale public-private transactions for housing and infrastructure, universities who are seeking to recapitalize aging assets or who otherwise need to generate value for new capital initiatives, and private developers who seeking to develop partnerships with public sector entities. In all cases, Mr. Risher's primary goals for the client are value generation, risk mitigation and long-term control over critical decisions. Prior to his tenure with A&M, Mr. Risher held multiple positions with quasi-public real estate agencies, including the National Capital Revitalization Corporation in Washington, DC, where he oversaw the city's development portfolio, and is a past member of the American Planning Association.
Jim G. Short is responsible for providing public/private solutions to colleges and universities nationwide. In this role, Mr. Short presents capital and structuring expertise to the higher education market for a variety of on-campus development projects including student housing, parking facilities, classroom and administrative buildings, and other infrastructure needs.
Prior to joining Balfour Beatty Campus Solutions, Mr. Short served as the US division president and board chairman for Campus Living Villages, a national leader in the privatized management and development of on-campus student housing, part of a global student housing network spanning the United States, Australia, the United Kingdom, and New Zealand. In this role, he was responsible for company integration following mergers, assembly of business development teams, overseeing two new developments and six acquisitions, and growth of the company from $36 million in revenue from fiscal 2006 to $81 million in revenue for fiscal 2011.
Jason Taylor has more than a dozen years combined experience in consulting, project management, and marketing communications – all focused on campus housing. He has worked with more than 70 educational institutions, not-for-profit foundations, and private developers on issues related to demand and feasibility, program development, financial modeling, and other aspects of planning and operations.
Mr. Taylor has participated in numerous presentations, symposia, and panel discussions at regional and national conferences of organizations for student housing and higher-education professionals in the United States and Canada. He has authored an opinion article on changes in the rating agency view of affiliated student housing projects and co-authored a white paper on non-traditional student housing partnerships.
Earlier, as a public affairs and marketing advisor for University Housing at the University of Michigan, Mr. Taylor coordinated the marketing and public relations efforts of the sixth-largest campus housing system in the United States.
With over thirty-eight years’ experience in facilities, real estate, and development in higher education, James R. Tucker has overseen a total of nearly $2 billion in construction and development at the University of Cincinnati and Drexel University in Philadelphia, including third-party development deals for student housing, retail, dining, and hospitality valued at over $600 million in assets and ground rents for Drexel. He has previously served as a consultant for U.S. Army Corps of Engineers, Procter & Gamble and the city of Cincinnati’s Facilities Task Force, among others. His areas of expertise include: third-party/public-private development partnerships and negotiations, strategic acquisitions, facilities planning and management. Tucker received the Distinguished Business Officer Award from the National Association of College and University Business Officers (NACUBO) in 2012 and the Ohio Governor’s Award for Excellence (Ohio Malcolm Baldrige Award) in 2003. He was also named Energy Executive of the Year (1999) by the Association of Energy Engineers.
Tucker was appointed senior vice president of administrative and business services at Drexel University in March 2007. As senior vice president, he oversees the largest non-academic administrative division at Drexel, which includes the combined operations of 27 departments with over 1,600 university, student, contract,and union employees. He oversees the planning and maintenance of over 7.4 million square feet located on more than 100 acres on three campuses in Philadelphia. Tucker also serves as vice chairman and president/chief operating officer of Academic Properties, Inc. (API), vice chair for the University City District, vice chair for the Schuylkill River Development Corporation, principal of Drexel University City Development, LLC, and a member of the March of Dimes Transportation, Building, & Construction Awards luncheon executive board.
Mr. Wilson is responsible for overseeing day-to-day details of the entire development process for collegiate housing facilities, including projects for clients and EdR’s own portfolio. He is the primary point of contact between the client and all other development team members. Mr. Wilson is directly responsible for evaluating market demand, working with operations to prepare operating pro formas and working with the architect and contractor in concert with the university to design the project to meet the needs of the students and the school officials. Mr. Wilson also works with the appointed investment bankers or financier to provide needed input to arrange project financing. Upon the bond and/or financing closing, Mr. Wilson helps oversee the construction process, coordinating with Wally Wilcox, senior vice president of construction, to ensure a smooth transition of the completed property to EdR’s operations department.
SpringHill Suites Denver Downtown at MSU Denver1190 Auraria ParkwayDenver, CO 80204
To reserve your room, please click here or call 303.705.7300. Please indicate that you are with the Academic Impressions group to receive the group rate.
The rate is $169 for single or double occupancy, plus applicable tax.
A room block has been reserved for the nights of January 19, 20 and 21, 2016
Make your reservations prior to December 29, 2015. There are a limited number of rooms available at the conference rate. Please make your reservations early. Rooms are subject to hotel availability.
Stylish, functional, and contemporary, SpringHill Suites Denver Downtown provides the perfect backdrop for business trips and fun family vacations. Located in the vibrant LoDo section of Denver - near the Pepsi Center, Elitch Gardens, and Larimer Square - you can explore the city on foot, or take advantage of the area shuttle to discover popular Denver attractions. The boutique suites boast 25% more space than comparable hotel rooms, and free Wi-Fi access throughout the hotel enables you to stay focused and connected whenever you want. Rooms contain plush bedding and amenities including an in-suite mini-fridge and microwave that add comfort and flexibility to your stay. Fuel up with a delicious free breakfast before starting your workday or exploring Downtown Denver, or enjoy a workout in the state-of-the-art fitness center.
SuperShuttle; fee: 26 USD (one way); on request Bus service, fee: 7 USD (one way) Estimated taxi fare: 55 USD (one way)
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