From Hindsight to Insight
ULI Arizona Trends Day is a one-day deep dive bringing together 25+ top industry experts to discuss the most current state and national real estate trends, with a focus on what to expect in the future, where the best opportunities can be found, and how these components affect both public and private sector partners.
February 26, 2020
J.W. Marriott Phoenix Desert Ridge Resort
5350 E. Marriott Drive
Phoenix, AZ 85054
Registration and Networking Breakfast
Sponsored By: Landmark Title Assurance Company and Maricopa County IDA
Heidi Kimball, Senior Vice President, Sunbelt Holdings; Chair, ULI Arizona District Council
Amy Malloy, Managing Principal, Evolve Ventures; Chair, Trends Day 2020
Sponsored By: Walker & Dunlop
Ali Wolf shares insights on the current economic environment, including where the economy is headed, where to invest, trade issues, regulation, taxes, and the effect of government policy on the markets. She has a nearly encyclopedic knowledge of all things economic, citing statistics and offering detailed, illustrative examples without blinking an eye. Her eye-opening perspective on the global and domestic economy will help the audience plan better for the future and protect against risk.
Ali Wolf, Director of Economic Research, Meyers Research LLC
QUICK HIT VIDEO – Arizona Through the Generations – An Economic, Historic, and Cultural Retrospective
Sponsored By: CBIZ | MHM
A compelling look back at the economic drivers, cultural icons, and historic pivot points that have propelled Arizona from agricultural outpost to today. How and why did we get here, and where might we go?
Rick Collins, President/Southwest, Ryan Companies US, Inc. – Narrator
Real Estate Development Through the Decades
Sponsored By: SkySong
How has Arizona’s real estate development industry been shaped over the decades by macro-economic trends, public policy, leadership, and luck? Where have we missed, what should we be proud of, and how does our existing foundation anchor us for the future.
Maria Baier, Vice President of Communications, Phoenix Suns – Moderator
Drew Brown, Co-Founder, DMB
Anne Mariucci, Board of Directors, Taylor Morrison Home Corporation
Fife Symington, Former Governor, State of Arizona
The Future of Commercial Development
Sponsored By: Lewis Roca Rothgerber Christie
This panel will be looking back over the last 20 years of commercial real estate development in Arizona and comparing it to the types of development we can expect going forward in our community. The panelists are some of the most successful developers in the Arizona market with experience in multiple product types, now engaged in some of the area’s most progressive development. Their knowledge and expertise provides a unique insight into the future of commercial real estate development in Arizona.
Steve Betts, Strategic Advisor, Hines/Holualoa – Moderator
Sharon Harper, President and Chief Executive Officer, Plaza Companies
David Krumwiede, Executive Vice President, Lincoln Property Company
Dave Scholl, Partner, Vintage Partners
Keri Silvyn, Partner, Lazarus, Silvyn & Bangs, P.C.
QUICK HIT: Trade, Tariffs and Twitter – Impacts to Real Estate
Sponsored By: City of Peoria
Trade twitter tirades, tariffs on lumber, steel and aluminum, and dumping of appliances. Current trade issues directly impact the bottom line of real estate development and construction in Arizona. This Quick Hit will provide an update on the state of trade policy and tariff, teeing up a robust practical discussion on trade impacts by the panel to follow.
Ludmilla (Milla) Kasulke, Associate, Squire Patton Boggs
How Global Trade Impacts Arizona Growth
Sponsored By: Alliance Bank
Trade volatility is directly impacting real estate development and construction in Arizona. At the same time, foreign direct investment in the US real estate industry is booming. This panel of experts will take a deeper dive into the current status of the United States-Mexico-Canada Agreement (USMCA) and its likely effect on the industry, as well as discussing threats and opportunities with China and other international trade partners.
Glenn Hamer, President and Chief Executive Officer, Arizona Chamber of Commerce and Industry – Moderator
Marco Lopez, Chief Executive Officer, Intermestic Partners
Sheryl Palmer, Chairman and Chief Executive Officer, Taylor Morrison Home Corporation
R. Glenn Williamson, Founder and Chief Executive Officer, Canada Arizona Business Council
QUICK HIT: Addressing Affordable Housing and Homelessness
Sponsored By: Sunbelt Holdings
Alongside his illustrious career as an executive at Bank of America, Howard Epstein has shared a passion for providing real solutions to meet the growing needs of our communities and reduce homelessness. The government turned him down, so undeterred he found a private sector solution that no one has said no to yet. Passionate, compassionate and realistic, Howard seeks a simple solution to a trend other cities are failing to solve.
Howard Epstein, Founder, Arizona Housing Fund; National Executive, OREO/Real Estate Asset Sales, Bank of America
The New Market for the Built Environment
Sponsored By: Cushman & Wakefield
Every asset class has evolved over the years to not only think of additives as an amenity but as a necessity demanded by consumers. Residential and commercial development now incorporates state of the art technology, lifestyle preferences (where we live/where we work), shopping has become experiential, and all asset classes are adding spaces and environments with health and wellbeing components. Spaces today are about programming and design and access to green and usable open space. How we used space 15 years ago differs from today and how we will use it in the future. What are the changes in residential and commercial space and how will the new consumer dictate further evolution?
Steve Lindley, Executive Director – Capital Markets, Cushman & Wakefield – Moderator
Kristina Floor, FASLA, LEED AP BD+C, Partner, Floor Associates
Curt Kremer, Founder and Managing Partner, George Oliver LLC
Jason Schupbach,Director, Herberger Institute for Design and the Arts, Arizona State University
Sponsored By: SRP | The Grand at Papago Park
Deb Sydenham, FAICP, Executive Director, ULI Arizona District Council
KEYNOTE: Powerful Portraits – An Intimate Look at Humanity and Leadership
Sponsored By: Nathan & Associates, Inc.
Platon turns his lens on over 100 international leaders from across the political spectrum to create a profound portrait of global power. Captured with unique candor and insight, he offers an intimate glimpse of the personalities behind the public faces of the world’s most powerful decision-makers.
Platon, Internationally-Acclaimed Photographer; Arts and Culture Board Member at the World Economic Forum (DAVOS)
The Future of Healthcare and Biotechnology
Sponsored By: Gammage & Burnham
The 21st Century has witnessed tremendous changes in how disease is treated and healthcare is delivered. Advances in such areas as genome mapping and immunotherapies have led to a shift from reactive to more proactive healthcare strategies. With such changes has come an increased focus on wellness and preventative care, as well as a more community-based approach to medicine. Although large hospitals remain at the forefront of advanced treatments, smaller neighborhood health centers are promoting healthier lifestyles catered to the individual. This panel will not only discuss the incredible innovations in the field of medicine, but also how trends in healthcare delivery are affecting the development and design of health-related services and amenities while shaping their real estate environment.
Ioanna T. Morfessis Ph.D., President, IO.INC – Moderator
Michael E. Berens, Ph.D, Deputy Director, Research Resources, Translational Genomics Research Institute
Rafael Fonseca, MD, Getz Family Professor of Cancer; Chair, Department of Medicine, Director of Innovation and Transformational Relationships, Mayo Clinic – Arizona
Craig Passey, Vice President, Studio Leader, SmithGroup
Douglas Woodruff, West Region Executive, Senior Vice President of Development, Wexford
QUICK HIT: ULI2D Community Mural Project
Sponsored By: CBRE
Leveraging the power of ULI’s leadership to catalyze neighborhood revitalization through two-dimensional mural art, ULI2D is an unprecedented collaboration between the local arts community, local government, and low-income neighborhoods. Honoring the rich culture and history of our neighborhoods in a meaningful way through art is at the forefront of this endeavor. Learn about the passion behind the project and what’s next for ULI2D.
Joseph Blackbourn, President and Chief Executive Officer, Everest Holdings
Hugo Medina, M.Ed., Mural Artist
The Future of Brands: Hospitality Trends in Phoenix and Beyond
Sponsored By: Holualoa Companies
The hospitality world has recently gone through a transformation, especially with respect to brands. Large, institutional hotel chains have embraced the concept “lifestyle” brands (e.g., Moxy, Canopy, Thompson) and the so-called soft brands (e.g., Autograph, Curio) to adapt to changing travel trends. Independent lifestyle hotels and small lifestyle brands have also sprung up to take advantage of niches such as historic hotels, generational preferences or unique locations. Hotel chains, owners and operators use branding to seek new ways to break into markets and re-ignite or exploit existing locations. Branding seeks to divvy up the market based on numerous dimensions. Thus, in Phoenix and elsewhere, the brands have piled on. This panel will address key questions such as: What are the types of brands that are finding success? What are the branding trends generally and in Phoenix? Will all this brand growth continue, or have we reached a saturation point? Where are investors and lenders putting their money? How is industry consolidation impacting the lodging market?
Lindsay Jewell, Partner, Perkins Coie – Moderator
Joseph Long, Managing Partner, KHP Capital Partners
Noah J. Silverman, Chief Development Officer, North American Full-Service Hotels, Marriott International
Richard A. Warnick, Managing Director and Co-Chairman, CHMWarnick
Vision 2020 – What it Means for Arizona
Sponsored By: 100 Mill and Chandler Viridian
Worth staying till the end! Listen to two of our industry’s best and brightest give us their insightful take-a-ways from all the day’s Panels and Speakers. Greg Bielli and Gadi Kaufman each have a deep understanding and experience with our market but bring to their comments a breadth of national perspective. Moderated by Karrin Taylor Robson, and armed with her own decades of diverse background, this wrap-up of the Trends Day is a “can’t miss!”
Karrin Taylor Robson, Founder and President, Arizona Strategies – Moderator
Gregory Bielli, President and Chief Executive Officer, Tejon Ranch
Gadi Kaufmann, Managing Director, Chief Executive Office, RCLCO Real Estate Advisors
Heidi Kimball, Senior Vice President, Sunbelt Holdings; Chair, ULI Arizona District Council