The 2018 Agenda is under development. 2017’s agenda follows.

Monday, March 6th

  • 6:00 PM Welcome Reception- Networking Cocktails / Dinner

Tuesday, March 7th

  • 7:30 AM – 8:30 AM Hot Breakfast Buffet
  • 8:30 AM – 8:45 AM Welcome and Introductions
  • 8:45 AM – 9:40 AM Regulatory Update
    What’s new in Washington? Sweeping changes have been proposed by the coming administration. Changes are almost certain, but what and when changes will be made is unpredictable. Dev Strischek will lead a discussion of additional or expected changes in the works by the time of our meeting along with the implications of new information from the regulators. Dev Strischek (Formerly SunTrust); Ron Pavlick, Federal Reserve Bank of San Francisco.
  • 9:40 AM – 10:30 AM Beyond Site Observations
    Ryan Duff of Prudential Asset Resources will lead a panel to talk through documentation, loan requirements, liens, lien releases, etc. to begin work toward documenting related practices. Ryan Duff, Prudential Asset Resources; Adrian Colisomo, RBC Capital Markets – Tax Credit Equity Group; Alice Ramos, Partner Engineering and Science, Morris McDaniel, Wells Fargo SBA Lending
  • 10:30 AM – 10:45 PM Networking Break
  • 10:45 AM – 11:30 AM LIHTC Case Study
    U.S. Bank will host a discussion of a local LIHTC project that posed some challenges during rehab of an existing property. Panelists will include Sylvia Martinez, Community HousingWorks; and Sean Woolsey, Sun Country Builders
  • 11:30 AM – 12:00 PM Construction Technology
    Terry Dungan will provide an overview of innovative construction technologies and will moderate presentations by SiteLynx and EDR, Inc. SiteLynx will present their new construction module designed to simplify progress monitoring and disbursement. Many lenders are working with limited resources. EDR, Inc. will discuss their unique approach to managing compliance risks to reduce audit exceptions and improve productivity. Terry Dungan , Partner Engineering and Science; Jamie Hablerlen, EDR, Inc.; and Asif Kazi, SiteLynx.
  • 12:00 PM- 1:45 PM Lunch Speaker Edward Martinez – CoreLogic/Marshall Swift
    Marshall Swift is a staple in the realm of construction cost analysis, and Mr. Martinez is THE premier expert. CoreLogic also provides other powerful tools to help understand properties and risks. Mr. Martinez will provide an overview of tools and discussion of maximizing risk management using Marshall Swift’s approach to cost analysis.
  • 1:45 PM – 2:30 PM In-Depth – Electrical Considerations in Existing Buildings
    StabLok panels, aluminum wiring, GFCI outlets, adequate service size, etc. can create confusion during the assessment of property conditions. The panel will discuss related concerns and practices to provide insight into the handling of related risks.
  • 2:30 PM – 3:00 PM Construction Progress Monitoring: How Much is Enough? (Part 1)
    Participants will divide into groups to identify risks associated with various hypothetical situations, develop related scopes of work for CPM and recommendations for when the proposed solutions would be useful. Facilitators: Brian Ward, Alice Ramos, Leo Kouyoumdian, Paul Klamka, Partner Engineering and Science; Robert Biggs, Union MUFG; Douglas Koenig, Wells Fargo, Robert Gibson, SunTrust Bank
  • 3:00 PM – 3:15 PM Networking Break
  • 3:15 PM – 3:45 PM Construction Progress Monitoring: How Much is Enough? (Part 2)
    Representatives from each group will summarize their discussions and recommendations.
  • 3:45 PM – 4:30 PM Seismic Evaluation and Retrofit
    In 2016, the city of Los Angeles began requiring property owners to retrofit seismic deficiencies at some properties, and Santa Monica recently passed an even more stringent ordinance. Design solutions for the unique concerns of each property can be challenging. Partner’s Technical Director of Structural Services will provide an overview of retrofit requirements, design challenges, and solutions. Jay Kumar, Partner Engineering and Science.
  • 4:30 PM Sessions conclude for the day.
  • 4:30 PM – 5:30 PM Sponsor Demos
  • 6:00 PM Networking and Dinner Downtown San Diego

Wednesday, March 8th

  • 7:30 AM – 8:30 AM Hot Breakfast Buffet
  • 8:30 AM – 9:15 AM Managing Environmental Challenges
    The improved economy has made redevelopment of inner city properties more attractive, but the redevelopment of properties can turn up contamination which can sidetrack an otherwise promising construction project. Even known contamination can result in problems if not properly managed during construction. This session will explore ways to protect your interests during and after construction. The panel will include David Drummond, KeyCorp; and Robert Traylor, Partner Engineering and Science; and will be moderated by Bill Tryon.
  • 9:15 AM – 10:00 AM Completion Commitments
    Completion commitments offer a way to proactively monitor construction to help projects succeed. This session will explore a case study to delve into some of the nuts and bolts of completion commitments, when and why they’re used. Gage Kellogg, Alice Ramos and Joey Bonin, Partner Engineering and Science.
  • 10:00 AM – 10:15 AM Networking Break
  • 10:15 AM – 11:00 AM Construction Bonding
    Bonds can play a significant role in protecting developers, investors and lenders from construction risks. Bill Krumm of Arthur Gallagher will provide an overview of bonds, along with a discussion of the claims process and benefits of bonding.
  • 11:00 AM – 11:45 AM Emerging Trends
    Flood Insurance program expiration
    Will FASB changes to lease capitalization rules affect construction
    How will higher interest rates affect property values, investments and new construction?
    Is the US still a safe haven for global investors?
  • 11:45 AM – 1:00 PM Open Forum and Lunch

Conference Concludes

1:00 PM Salk Tour or Fairmont Del Mar Golf available for conference attendees.