South Carolina 5th Annual Capital Markets Program

September 30 - OctOber 1, 2013 | the Sanctuary

Kiawah iSland, Sc

thanKS tO Our event SpOnSOrS

prOgram highlightS

Hugh Allen, Wells Fargo

Brad Barton, Regions Bank

Mark Claster, Carl Marks & Co

Michael Cohen, Property and Portfolio Research

C. Walker Collier, III, Trinity Capital

Will Cutler, Pulte Group

Margaret Davidson, NOAA Coastal Services

Craig Ferraro, East West Partners-Western Division

Tom Flournoy, Flournoy Companies

David Frame, Landeavor

Wes Fuller, Greystar

Brent Gibadlo, MWV

Gov. Nikki Haley, State of South Carolina

James H. Hill, MWV

Harry Huntley, South Carolina Jobs-Economic Development Association

Lance Johnson, Starwood Mortgage Capital

Josh Jones, Johnson Development Assoc.

Hal Kempson, CBRE

Ryan Knapp, Middle Street Partners

Morgan McClure, Fortress Investment

Billy McGill, Lincoln Financial Group

Patrick Melton, South Street Partners

Jeff Mixson, Holder Properties

Stephen P. Navarro, CBRE | The Furman Co

Matt Norton, K&L Gates

Blake Okland, Apartment Realty Advisors

Barry Olson, Goldman Sachs

Lance Patterson, Patterson Real Estate Advisory Group

Diana Permar, permar inc.

Toby Rittner, CFDA

Dan Rosenbloom, GEM Holdings

Davis Sezna, Cliffs Properties

Charles Teal, Saussy Burbank

Andy Trotter, Centennial Holdings

William Turner, Wells Fargo

Bogue Wallin, Blue Wall Real Estate, District Council Chair

John Whitaker, AIG Global Real Estate Investment Corp.

Nancy Whitworth, City of Greenville

SpeaKerSOpening SeSSiOn: new marKet realitieSLance Patterson of Patterson Real Estate Advisory Group will sit down with Barry Olson, Managing Director of Goldman Sachs and John Whitaker, Managing Director of AIG Global Real Estate Investment Corporation for a candid conversation about trends, institutional capital, emerging from a government bailout and how they are positioned to for the new market realities.

inSide the inveStment cOmmitteeLeading experts from across the region will share their analysis of current and future trends in the market. This panel discussion will answer questions about what we can expect to see across product sectors, the direction of the market and portfolio strategies.

innOvative Financing StrategieSThe opportunities and challenges of today’s real estate market are increasingly complex and interrelated political, economic development and community issues. This panel of experts representing the public and the private sectors will share insight on the structure of Public Private Partnerships, innovations, successes and challenges.

debt panelMajor leaders and decision makers representing various commercial real estate financing sources, including life insurance companies, conduits, and commercial banks will discuss current lending activity across asset classes, markets and lending metrics. They will share insight on underwriting assumptions and requirements, as well as overall market expectations for 2014.

reSidential rebOund: the return OF Single Family develOpmentOne of the strongest trends in today’s real estate market is investor interest in single family residential. Housing drives nearly every other product sector. Our region has is experiencing increased corporate investment and job growth. What is the future of the single family market? What is fueling the market demand? Is housing the engine for economic recovery?

induStry breaKOut SeSSiOnSConference attendees will break out into smaller more intimate group discussions focused on specific markets and products. The discussions will be led by an expert panel of developers, owners, operators and designers. This year we will feature multifamily, second home / hospitality and commercial / industrial discussions.

4th annual ulI SC CapItal MarketS prograMAgenda: October 1, 2013 Program Highlights

11:00 - 12:00 PM Registration & Networking Lunch Grand Ballroom | Sanctuary Hotel | KiawaH iSland

12:00 - 12:15 PM Welcome & Opening Remarks Grand Ballroom | Sanctuary Hotel | KiawaH iSland openinG remarKS: Matt Norton, Attorney, K&L Gates | Program Chair

12:15 - 12:30 PM Regional Economic Update Grand Ballroom | Sanctuary Hotel | KiawaH iSland preSented By: Michael Cohen, Director of Advisory Services, Property and Portfolio Research

12:45 - 1:45 PM Opening Session Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Lance Patterson, President, Patterson Real Estate Advisory Group

paneliStS: Barry Olson, Managing Director, Goldman Sachs | John Whitaker, Managing Director, AIG Global Real Estate Investment Corp.

1:45 - 2:00 PM Break2:00 - 2:30 PM keynote address: Public Private Partnerships Grand Ballroom | Sanctuary Hotel | KiawaH iSland

preSented By: Toby Rittner, President & CEO, Council of Development Finance Agencies

2:30 - 3:15 PM panel discussion: Alternative Financing Strategies Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Toby Rittner, President & CEO, Council of Development Finance Agencies

paneliStS: Harry Huntley, Executive Director , South Carolina Jobs-Economic Development Association | William

Turner, Wells Fargo Community Lending | Nancy Whitworth, Deputy City Manager, City of Greenville

3:15 - 3:45 PM keynote address: Risk & Resilience Grand Ballroom | Sanctuary Hotel | KiawaH iSland

preSented By: Margaret Davidson, Director, Ocean and Coastal Resource Management, NOAA

3:45 - 4:00 PM Break4:00 - 5:15 PM panel discussion: Inside the Investment Committee Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Wes Fuller, Executive Director, Investment, Greystar

paneliStS: Morgan McClure, Vice President, Fortress Investment | Patrick Melton, Managing Partner, South Street

Partners | Dan Rosenbloom, Managing Director, GEM Holdings

5:15 - 7:00 PM Networking Reception tHe Grand lawn | Sanctuary Hotel | KiawaH iSland

7:00 - 9:00 PM Speaker Sponsor Dinner (invitation only)

Sponsored by:

District Council Leadership

Bogue WallinDistrict Council ChairBlue Wall Real Estate

Phil HughesChair of Mission AdvancementHughes Investments, Inc

Ross CampbellTreasurerWells Fargo

Steve DudashSustainable Leadership Institute Vice-ChairDavis & Floyd

Jennifer BihlWomen’s Leadership, Vice ChairBihl Engineering

Justin HirschYLG ChairThe Furman Co.

Matthew NortonChair of Statewide Advisory Com-mitteeK& L Gates

Deborah HaskellMidlands, Vice ChairCushman Wakefield

Jeff BaxterCoastal Vice-ChairCityvolve, LLC

Joe PazdanUpstate, Vice-ChairMcMillan Pazdan Smith

Governance Committee

Management Committee

W. Andrew GowderImmediate Past ChairPratt-Thomas Walker

Jim ChaffinULI Trustee / AdvisorChaffin/Light Associates

Tom HundPast DC Chair / AdvisorMaking Places, LLC

John KnottPast DC Chair / AdvisorThe Noisette Company

Steve NavarroULI Trustee / AdvisorThe Furman Co.

Diana PermarAdvisorPermar, Inc.

Neil RobinsonAdvisorNexsen Pruet

South Carolina 7th Annual Statewide MeetingAgenda: February 7, 2013Agenda: September 30, 2013

Sponsored by:

Sponsored by:

Sponsored by:

Sponsored by:

Sponsored by:

8:00 - 8:30 AM Welcome and ULI Global Update Grand Ballroom | Sanctuary Hotel | KiawaH iSland preSented By: Bogue Wallin, Principal, Blue Wall Real Estate | ULI SC Chair

8:30 - 9:15 AM keynote address: Governor Nikki Haley Grand Ballroom | Sanctuary Hotel | KiawaH iSland

preSented By: The Honorable Nikki Haley, Governor of South Carolina

9:15 - 10:15 AM panel discussion: Residential Rebound: The Return of Single Family Residential Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Brent Gibadlo, Director of Real Estate Development, MWVpreSented By: Will Cutler, Division President, Pulte Group | David Frame, Principal, Landeavor, LLC | Diana Permar, Founder, permar, inc | Charles Teal, CEO, Saussy Burbank

10:15 - 11:00 AM panel discussion: Debt Panel Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Hugh Allen, MidAtlantic Division Manager, Wells Fargo Commercial Real Estate; paneliStS: Brad Barton, Regions Bank | Lance Johnson, Senior Vice President, Starwood Capital | Hal Kempson, Director, CBRE | Billy McGill, Estate Senior Analyst, Lincoln Financial Group

11:00 - 12:00 PM Industry Breakout Sessions

breakout session: Multifamily Grand Ballroom | Sanctuary Hotel | KiawaH iSland

moderated By: Ryan Knapp, Partner and Co-Founder, Middle Street Partners; paneliStS: Tom Flournoy, President and Chief Operating Officer, Flournoy Development Company | Blake Okland, Principal and Partner, Apartment Realty Advisors | Andy Trotter, Centennial Holding Company, Chief Investment Officer

breakout session: Commercial / Industrial Heron i | Sanctuary Hotel | KiawaH iSland

moderated By: Walker Collier, Partner, Trinity Capital paneliStS: James H. Hill , Vice President of Community Development and Land Management Division, MWV | Josh Jones, Industrial Market Leader, Johnson Development Associates, Inc. | Jeff Mixson, Senior Vice President, Holder Properties

breakout session: Hospitality / Second Home Heron ii | Sanctuary Hotel | KiawaH iSland

moderated By: Matt Norton, Attorney, K&L Gates paneliStS: Mark Claster, President, Carl Marks & Co | Craig Ferraro, Managing Partner, East West Partners-Western Division | Davis Sezna, CEO , Cliffs Properties

12:00 PM Adjourn

ULI - Urban Land Institute is an independent nonprofit education and research organization that is supported by its members. Its mission is to provide leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. Established in 1936, the Institute has some 30,000 members from 92 countries representing the entire spectrum of land use and real estate development disciplines.

Matthew NortonK & L GatesProgram Chair

Jon BushnellCarl Marks

Ross CampbellWells Fargo

Mark CooterCherry Bekaert

Wes FullerGreystar

Matt GoodCapital Advisors

Jon GrabMWV

Ken GrimesPatterson Real Estate Advisory Group

Hal KempsonCBRE

Robert MorganGreystar

Thad WilsonMunicap, Inc.

Special AcknowledgementsCapital Markets Program Committee

Agenda: October 1, 2013Agenda: October 1, 2013

Sponsored by: