Second Annual ULI Carolinas’ Meeting (February 9‐10, 2015)   http://uli.cnf.io  Page | 1 

Innovationandtechnologyarerapidlyevolvingtheconsumerspace.Thetransformationisimpactingconsumerbehavior,theenvironmentsinwhichweworkandhousingpreferences.Ourcommunitiesarechanging.ItisimperativethatULIremainontheforefrontoftheseissuesbyreachingbeyondourtypicalmembershiptothosewhoareonthefrontlinesofinnovation.Embracingthesechangesincludesexaminingtheimpactandapplicabilityofoutsideinnovationandacceleratingthegrowthpotentialtodrivenewconceptswithinourindustry.Theconferencewilladdressthemesassociatedwithshiftingdemographics,changesinretail,mobilityandtheinvestmenthorizon.

AgendaMonday,February9,20157:30–5:00pm RegistrationDeskOpen.........................................................................................TapestryFoyer7:30–12:30pm RICMeetings(Separateregistrationrequired/byinvitationonly)10:00–12:30pm MobileSiteTours....................................................................................MeetinTapestryFoyer

SiteTour#1‐DowntownCharlestonWalkingTour(ticketed)WiththerenovationoftheGaillardAuditorium,400+newhotelrooms,multifamilyandstudenthousingprojectsandnewcommercialdevelopment,downtownCharlestonisinthemidstofabuildinganddevelopmentboom.Itisestimatedtheprojectsonthepeninsulawillcostcloseto$515millionandpumpcloseto$500millionmoreintothedowntowneconomyby2020.

Participantswillexploredevelopmentprojectsthatarerecentlycompleted,underwayandplanneddevelopmentsites.ThetourwillfeaturesomeofthebiggestprojectsincludingtheGreystar’srecentlycompletedElanproject,theHyatt/HyattPlace,SpectatorHotel,GrandBohemianHotelandtheplanneddevelopmentofCourierSquare.

 SiteTour#2:Charleston’sUpperPeninsulaandtheNewDigitalCorridor(ticketed)

(sponsoredbyMashburnConstruction)AsdevelopmentonCharleston’speninsulapushesnorthalongMeetingandMorrisonStreets,developersarecreativelyreusingexistingbuildingstockincludingwarehousesandfactoriesforretail,restaurantandofficetenants.MorrisondrivehasbeendubbedtheasthedigitalcorridorwhileplansforupperMeetingStreetwillincludeahotelandthenewlocationfortheCharlestonSchoolfortheBuildingArts.Futuredevelopmentwillalsoincludeamixofhousingoptionsatvaryingpricepoints.Thenewmasterplanseekstoaccommodate25,000newresidentsoverthenext20years.

12:00–1:30pm NetworkingBuffetLunch(opentoallmeetingregistrants)..................................GrandHall

 Second Annual ULI Carolinas’ Meeting (February 9‐10, 2015)   http://uli.cnf.io  Page | 2 

1:30–2:45pm OutrunningtheTsunamiofChange:7RulesofLeadershipinaWorldofUnknowns‐OpeningKeynoteSession..................................LiveOak/Magnolia

RexMiller,mindSHIFT,Dallas,TXHowdidsomanyexpertsdriveoffthefinancialcliffin2008andtakeuswiththem?Whatwerethesecretsthatafewsawandtherestofusmissed?Whatarethekeystoleadershipinanageofunpredictability?Inthispresentationyouwillcomeawaywithanewsetofeyesforunderstandingchangeandsevenkeystosuccessfulleadershipinaworldofunknowns.

2:45–3:00pm Break.................................................................................................................................GrandHall3:00–4:00pm ConcurrentSessions

Session#1–HowDigitalisDrivingRealEstate..................................Cypress/Dogwood(sponsoredbyInternationalCouncilofShoppingCenters)

TomBlazer,CEO,eSite,Mt.Pleasant,SCWillMischner,DirectorofSocialMedia,LeCreuset,Charleston,SCModerator:WarrenWalker,Director,StoreDevelopment,StarbucksCoffeeCompany,Atlanta,GA

Intherealmofretailrealestate,there’snodoubtthattheinternethaschangedhowretailers,brokeragesandlandlordsdobusiness.Whilemostofthehypehasbeensurroundingchangingconsumerhabitsandthegrowthofonlinesales,thetopicofhowtechnologyhasbeenabletoenhancerealestatechoiceshasbeenlargelyneglected.Thisdiversepanelofmarketingandretailexpertswilldiscusstheimpactsocialmedia,onlinemarketingandhownewtoolsinanalyticsaredrivingretailersandtheirbrokerstomakedata‐drivendecisionsregardingtheirrealestate.

Session#2‐CatalyticDevelopment(AcrossProductSectors).....LiveOak/Magnolia

(sponsoredbyHarperCorporation)DanDoyle,theBeachCompany,Charleston,SC

MarkSenn,Blanchard&CalhounCommercial,HiltonHead,SC JonMorris,BeaconPartners,Charlotte,NC NateDaPore,PeopleMatter,Charleston,SC Moderatedby:TomMurphy,ULI–theUrbanLandInstitute,Washington,DCNewproducttypes,repositioningexistingassetsandincreasedcapacitytoopenupnewmarketsarepositioningcommunitiesacrossthesoutheasttobemorecompetitiveandattractinnovativeinvestmentopportunities.Thispanelwilllookathowmultifamilyapartments,retail,andindustrialdevelopmentsarecatalyzingadditionalinvestmentinthepublicandprivaterealm.Whatdoesfuturedevelopmentinthesecommunitieslooklikeastheregionevolves?Whyisthetimingoftheseinvestmentscriticaltheirsuccess?

Session#3‐Technology’simpactonuserbehavior,servicedesignandlong‐rangeplanning................................................................................................Pavilion

BonnerGaylord,KaneRealtyCorporation,RaleighCityCouncil,Raleigh,NCJoshCohen,TransLoc,Durham,NCBillKing,Airsage,Atlanta,GAModeratedby:KenBowers,CityofRaleigh,Raleigh,NC

Mobileappsthattellyouwhenthenextbusarrivesandwhereit'sgoing.Realtimetrafficmapsthathelpyouavoidcongestion.Parkingappsthatguideyoustraighttoavailablespacesconvenienttoyourdestination.Whatdothesethingshaveincommon?TheyareexamplesofhowtheconvergenceofGPS‐enabledmobiledevicesandpowerfulcloud‐basedtechnologiesaremakingexistinginfrastructuremoreefficientand

 Second Annual ULI Carolinas’ Meeting (February 9‐10, 2015)   http://uli.cnf.io  Page | 3 

providingnewandbetterchoicesforgettingaround.Learnfromprivateentrepreneursandpublic‐sectorexpertshowtechnologyisimpactinguserbehavior,servicedesign,andlong‐rangeplanninginthetransportationspace.

4:00‐4:15pm Break.................................................................................................................................GrandHall4:15–5:15pm FiresideChatwithMayorJoeRiley–GeneralSession........................LiveOak/Magnolia

(sponsoredbyGreystar)MayorJoeRiley,CityofCharleston,Charleston,SC

Interviewedby:TomMurphy,ULISeniorResidentFellow&formerPittsburghMayor,Washington,DC

5:30–7:00pm NetworkingReception(opentoallmeetingregistrants).....................................GrandHall7:00pm YLGGatheringPlace.........................................CocktailClubUpstairs@479KingStreet

ConnectwithyourYLGpeersinacasualsetting.Cashbar.7:30–9:30pm WLIDinner(ticketed)........................................................................................FishRestaurant

ThisistheWomen’sLeadershipInitiativedinneratFishRestaurantlocatedat442KingStreet(withinwalkingdistanceofthehotel).TheWomen’sLeadershipInitiativeisagreatavenuefornetworkingandhelpstostrengthenthepresenceofwomeninleadershippositionsacrossourregionandacrosstheentirerealestateindustry.Registrationfeeincludessalad,maincourse,desertandwineservicewithdinner.

Tuesday,February10,20157:00‐8:00am SouthCarolina,TriangleandCharlotteDistrictCouncilManagementCommittee

Breakfast(invitationonly)................................................................................................Suite2H7:30–12:00pm RegistrationDeskOpen........................................................................................TapestryFoyer7:30–8:30am Breakfast(opentoallmeetingregistrants).............................................................GrandHall8:45–9:30am Moore’sLawofRealEstate‐KeynoteSession.....................................LiveOak/Magnolia

GunnarBranson,NationalAssn.ofRealEstateInvestmentManagers,Chicago,ILTechnologyischangingrealestateinsurprisingways–rangingfromdemandanddesigntocapitalandsharedownershipstructures.Realestateprofessionalswhounderstandthetransformativeeffectoftheshrinkingofcomputingpower–andtheInternet,mobilecomputing,andthenewsharedeconomythatemergefromitwillclearlyhaveanadvantage.Gunnarwilldescribehowthethreenewrulesofrealestatewillhelpdevelopers,architects,owners,operatorsandfinanciersnavigatethemosttransformativerealestatemarketsofthepresentera.

9:30–9:45am Break.................................................................................................................................GrandHall

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9:45–10:45am TheShifttoGrowingEntrepreneurialCommunities–GeneralSession.............................................................................................................................LiveOak/Magnolia

(sponsoredbyUNCKenan‐FlaglerWoodCenterforRealEstateStudies) TedZoller,UNCChapelHill,KenanFlagler,ChapelHill,NC JonathanRobinson,KauffmanFoundation,KansasCity,MO ThomasOsha,WexfordScience+Technology,Baltimore,MD Moderatedby:JimSpaeth,UNCChapelHill,KenanFlagler,ChapelHill,NCThissessionwillwrestlewithhowdeveloperscanmeettheneedsofemergingentrepreneurialcommunities.Someofthecountry’sforemostthoughtleaderswillexplorehowinnovationandentrepreneurshiparefosteredbypairingmixed‐use,amenity‐richinfrastructurewithacollaborative,technologically‐advancedenvironment,resultinginsignificanteconomicandsocialbenefits.

10:45–11:00am Break.................................................................................................................................GrandHall11:00–12:00pm ConcurrentSessions

Session#4‐TheNameoftheGameisEngagement:Before,DuringandAfteritisOutoftheGround..............................................................Cypress/Dogwood

MattNoonkester,Stantec,UrbanPlacesGroup,Charlotte,NCWhitneyPowers,StudioA,Inc.,Charleston,SCRachelRussell,GrubbProperties,Charlotte,NCModeratedby:AmyBarrett,Permar,Inc.,Charleston,SC

Fromcommunitydesigninputtocommunitybuildingtokeepingthediscussiongoingwhenaprojectisbuilt.Technologyischangingquicklyandtherealestateindustrymustadoptforthefutureofthebuiltenvironment.

Session#5‐SharkTank..............................................................................LiveOak/Magnolia (SponsoredbyHaynsworthSinklerBoyd,PA)

Shark1‐TrishHealy,HydeStreetHoldings,Raleigh,NCShark2‐PeterA.Pappas,PappasProperties,Charlotte,NCShark3‐AndyHolland,WellsFargo,Raleigh,NCShark4–TylerHudson,Synovus,Charleston,SC

Tailoredafterthepopulartelevisionshow,thisengagingprogrambringstogetherrealestateentrepreneursandapanelof“Sharks”tovettheirproposalsinthecontextoftheirdecadesofexperience.Thegoaloftheeventistooffertheaudiencealookbehindcloseddoorsofaninvestmentcommittee.Thecaseswillbe:

1. LuxuryOff‐CampusStudentHousingCommunityatUniversityofGeorgiaPresenter:ShannonKing,KingResidentialGroup,LLC

2. PrinceCharlesHotelMixed‐UseRedevelopment,Fayetteville,NCPresenters:RoryDowlingandJordanJones,ProjectManagers,DevelopmentFinanceInitiative,UNCChapelHill

12:00pm MeetingAdjourned

THE RIVIERA(Lobby Level)

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205 Meeting Street, Charleston, SC 29401

800 455 2427 CHARLESTONPLACEMEETINGS.COM

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