Pre-Summit Overview   Day Two Overview

8:00 AM

Registration, Continental Breakfast
 

8:30 AM

Opening Remarks From the Chairman

Michael Hanneken, President,  Real Estate Strategies & Solutions

 

8:45 AM

Scoping Out the Sustainable Building Retrofit Landscape and Opportunities in Existing Building Stock - Industry Leaders and Pioneers Share Perspectives
With development and construction plans for green buildings grinding to a halt in today’s economic climate, a growing number of companies are implementing green retrofits with surprisingly positive money saving results including: improved productivity, lower absenteeism and health care costs, strengthening of brand equity. Additionally, a growing number of real estate investors are seeking out green portfolios as the real estate sector boasting the best ROI . Our participants will discuss the reasons behind their choices and decisions to invest in, finance, market and/or manage sustainable building retrofits. They will also discuss the future outlook for this market including topics addressing:
  • Retrofitting as an alternative to development
  • Investing and/or managing sustainable building retrofits: Is sooner better & why?
  • What are the overall costs one can expect when retrofitting properties
  • Do the participants really believe sustainability gives them a competitive advantage and, if so, why?
  • Where are the best opportunities in existing stock for retrofits?
Panelists
Peter Belisle, President, Project and Development Services, Jones Lang Lasalle
Grant French, LEED AP, Corporate Sustainability Manaer, Swinerton Builders
Lloyd Ramsey, CET, CEM, CEA, LEED AP Senior Principal, Stantec Consulting, Ltd.
 

9:45 AM

This session will discuss the growing demand for LEED EB Certification and the role that building retro-commissioning can play in achieving an energy efficient and sustainable building. The focus will be on how to achieve cost effective energy and operational savings in commercial buildings through building tune-ups and the steps to complete LEED EB compliant commissioning of existing buildings. Discussion will also include current utility incentive programs that help fund the retro-commissioning efforts, recent case studies and lessons learned.

Participant
Greg Cunningham, AIA, LEED AP, Principal, Enovity Inc.

 

10:30 AM

Morning Coffee & Refreshments
 

10:45 AM

Sustainable Solutions to Achieve Climate & Economic Goals
Carbon emissions will be the single most important metric for judging the success or failure of our energy policy, and industries such as home performance. Taking a close look at state and federal energy policy, this session will show how existing public funding and incentives favor costly technologies over cost effective solutions – and how our strategic plans are misaligned with how we implement policies. Learn how new policies at both a State and Federal level are being developed to create a level playing field and the foundation for a sustainable industry to emerge. Additionally, the session offers insight into creating a sustainable marketplace for energy efficiency retrofitting, while outlining the course of action necessary to scale the industry to meet aggressive carbon reduction and economic stimulus goals.

Participant:
Matt Golden, President/CEO, Sustainable Spaces, Inc.


 

11:15 AM

Financing Sustainable Retrofits
With the credit markets still all but frozen, creating higher returns within an exiting real estate portfolio is critical. This session will focus on the underlying essentials of financing building retrofits:
  • Structuring, financing & return objectives
  • Carbon credit based strategies
  • Costs & price: Valuation
  • What are the potential portfolio pitfalls to avoid?
  • Benchmarking
  • Lending programs
  • Creating the best environmental and economic returns
Participant:
Lisa Michelle Galley, MBA, Founder & Managing Principal, Galley Eco Capital
Peter Liu, Founder & Vice Chairman , New Resource Bank
 

12:00 PM

Luncheon for Speakers, Sponsors & Delegates
 
Afternoon Concurrent Sessions -
Choose Track "A" or "B"
Track A

1:15 PM

Creating Value with Investment in Green Retrofits
In today’s real estate investment market, preserving and protecting value is key. Unfortunately, with such a bleak picture presenting itself in the real estate investment market it is also essential to capture whatever value currently exists. In what ways does sustainable building retrofit investment offer a path to optimizing portfolio returns? This question and other key questions will be answered in this session such as:
  • Investing in green retrofits of existing portfolios
  • Creating value for the long term
  • Which options afford the quickest investment returns in periods under 2-3 years or less?
  • Why is sustainable property investment not quite yet mainstream?
  • Leveraging value and mitigating risk
Participants
Jose Guevara, LEED AP, Property Manager, Cushman & Wakefield of California, Inc.
Leanne Tobias, LEED AP, Managing Principal, Malachite LLC
Track B

1:15 PM

LEED Certification Update
What are the benefits of green buildings to interested parties such as building owners, occupants, property and facilities managers? What are the overall economic and environmental impacts, not to mention marketability advantage? And what constitutes LEED in general, the attributes that provide credence to the ‘plaque’ and why some buildings shouldn't event start with LEED? This session will start with an overview that answers this question and will follow up with an in-depth discussion of LEED Certification criteria including:
  • The major showstoppers that discourage buildings from undertaking LEED and the counter arguments
  • The major categories of prerequisites and credits and their synergistic and financial role with each other
  • A short summary explanation of the LEED certification proces
  • Economic specifics, cost, benefits and ROI
  • Summary of changes in LEED-2009
  • LEED EB-2009…a huge under utilized program
  • Future changes and where the market is heading
Participant
Barry Giles, LEED Faculty, CEO, BuildingWISE, LLC
 
Track A

2:00 PM

Unraveling the Challenges of Sustainable Building Valuation
For the purposes of sustainable building valuation, what are the financially tangible attributes on which the capital markets can focus and what exactly is “green” in the real estate industry?  This session will highlight the key standards for property valuations and will recognize and and address basic valuation approaches.

  • Maximizing efficiency vs. minimizing waste and other best practices factors
  • Recognizing and incorporating appropriate industry standards and structure
  • What is an environmentally responsible building and how do you value it?
  • Investment performance:  Benefits vs. risks
Participant
Dan Winters, Managing Principal, Evolution Partners
Track B

2:00 PM

Implementing Green Strategies in Your Portfolio
Greening your portfolio is an increasingly common goal, but what do you and your staff and colleagues need to do to make it happen? What are the nuts and bolts of operating and maintaining a green building? This session will focus on working with building owners, property managers, and building engineers to highlight the process, tools, costs, and opportunities of green retrofits through case studies and lessons learned.
  • What do you need to know to green a property?
  • What resources and tools are available?
  • What are the costs, benefits and timeline for real-world projects?
  • Case studies of LEED certified green buildings
Participants
Lynn N. Simon, FAIA, LEED AP, Simon & Associates
Raphael Sperry, AIA, LEED AP, Simon & Associates
 
Track A

2:45 PM

Using LEED as a Portfolio Strategy: A Case Study in Scalability
At the end of 2008 CB Richard Ellis made a commitment to gain LEED EB certification on a minimum of 100 buildings. With now more than 250 buildings currently registered, this hand’s on case study will detail the steps they have taken, how the program was established, lessons learned along the way and how clients have reacted to the process.

Participant
David L. Pogue, LEED AP, National Director of Sustainability, CB Richard Ellis
Track B

2:45 PM

Substantially Lowering Energy Costs with Sustainable Retrofits
  • Best practices for creating energy efficiency with retrofits and achieving energy efficiency and cutting costs when selecting or acquiring properties
  • Where is the biggest payback in green design?
  • The role of government tax incentives in reducing energy costs through retrofits
  • Legislative initiatives which can be tapped into
  • H.R. 1778 –Retro fit for Energy and Environmental Performance (REE P) Program
Participants
Cory Vanderpool, Executive Director, The Green Link Alliance
Don McDougall, National Sales Manager, LEED AP, Engineered Tax Services Associates
 
Track A

4:00 PM

Baseline Assessments for Green Retrofits

  • Various examples of both extreme and low end assessments
  • Defining an overall sustainability strategy
  • Where to start and how do you do them
  • Building benchmarking & portfolio level planning

    • Participants
    Peter Turnbull, Principal Strategic Planner, Pacific Gas & Electric Company
    Track B

    4:00 PM

    Intelligent, Integrated Buildings
    Intelligent, integrated buildings lead to lower operational costs and improve net operating income. What are the new technologies and approaches for reducing energy costs and improving operational efficiencies? This session will focus on the value of an open systems architecture and will show how it increases flexibility. There is a greater need for open contracting and fair competitive bidding, for the initial construction, for ongoing retrofits, and for long term service contracts. A good game plan will help you get a handle on your energy, maintenance, and operations costs by designing with an open systems approach from the start.

    Participant
    Ron Bernstein,  Executive Director, LonMark International


     

    4:45 PM

    Keys to Driving Down Operating Costs
    • Workplace Strategies:  Optimizing and adapting space
    • Cutting system repair and maintenance costs
    • Enhancing safety and productivity in work spaces
    Participant
    Wayne Wiebe, Kenmark


     

    5:30 PM

    Day One Concludes


    		 
               
    Conference Program
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  • Day two overview
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