2021 Agenda

Monday, September 13, 2021


Pre-Conference Activities

8:00 AM – 1:00 PM
Conference Check-In, Registration, and Exhibitor Set-Up
Expo Hall


9:00 AM – 10:30 AM
P3 101 Questions and Answers Breakfast Workshop (Open to Public Sector Attendees Only | Advanced Registration Required)
Dallas Ballroom D3

Join industry leaders and AIAI members for breakfast and an interactive conversation specifically tailored to the needs of agencies that are evaluating P3s. This pre-conference session is designed for those beginning to explore P3s and are seeking to better understand where alternative and accelerated project delivery methods can be applied. Learn about when P3s do and do not make sense, what are the major considerations that need to be made when choosing this route, how can they save money and time when dealing with capital repairs and deferred maintenance, and what are some of the first steps to make when considering the P3 route.

Moderator:
Joe Wingerter, Vice President Project Development, Kiewit Development Company

Panelists:
Bryan Kendro, Senior Program Management Consultant, RS&H
Mary Scott Nabers, President/CEO, Strategic Partnerships, Inc.

Special thanks to:

AIAI

 

10:30 AM – 12:00 PM
P3Direct Bootcamp: Financing (Open to Public Sector Attendees Only | Advanced Registration Required | Click Here to Register)
Dallas Ballroom A1

Join AIAI for an in depth discussion on financing. This P3 Direct Bootcamp is one of three and will focus on the use of PABS, TIFIA, taxable debt, and other financing tools.

Presenters:
Adam Hesketh, Managing Director, KPMG
Gregory Johnson, Partner, Squire Patton Boggs
Sia Kusha, Senior Vice President, Group Head Business Development & Partnering, Plenary Americas
Umer Yaqub, Director, P3 Co-Lead, BDO USA

Special thanks to:

AIAI

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Monday, September 13, 2021

Formal Conference Activities


1:00 PM – 2:00 PM
Conference Welcome and Opening Conversation: AIAI’s Mondays With Marshall
Dallas Ballroom BC

As part of our opening session, enjoy a glimpse into an exclusive AIAI member experience as we unveil the very first live “Mondays with Marshall”. AIAI’s Senior Policy Advisor, Marshall Macomber emerges from behind the screen and shares insight on policy and legislative updates with some laughs along the way.

Host:
Marshall Macomber, President / Senior Policy Advisor, Think P3 / AIAI

Panelists:
David Alvarez, Vice President, Strategic Advisory Practice, CPM
Lisa Buglione, Executive Director, AIAI
Robert Cook, Director of Government Relations, Garver USA
Steve DeWitt, Senior VP Business Development, ACS Infrastructure
Sia Kusha, Senior Vice President, Group Head Business Development & Partnering, Plenary Americas
Seth Miller Gabriel Director, P3 Co-Lead, BDO USA

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2:00 PM – 3:00 PM
Opening Plenary: Highlights from the Bipartisan Infrastructure Bill – The Outlook for P3
Dallas Ballroom BC

President Biden and leaders in Congress are crossing the political divide to move the largest infrastructure bill in decades forward. Looking ahead, with hopes of its final passage soon in Congress, thought leaders from across the P3 industry discuss their views of what’s to come. What’s possible for P3? How can industry help? What about new opportunities for private capital to unlock value and leverage new public investments?

Moderator:
Marshall Macomber, President / Senior Policy Advisor, Think P3 / AIAI

Panelists:
Alberto Gonzalez, CEO, Cintra
Jim Ray, Corporate President, HNTB, and Former Senior Advisor for Infrastructure, U.S. Department of Transportation
Nicolas Rubio, CEO, Meridiam
Bill Shuster, Senior Policy Advisor, Squire Patton Boggs LLP, and Former U.S. Congressman
Rodney Slater, Partner, Squire Patton Boggs, and Former Secretary of Transportation, U.S. Department of Transportation

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3:00 PM – 3:30 PM
Networking and Coffee Break
Expo Hall

Sponsored by:

Husch Blackwell CFP3 Community FacilityGlobalvia

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3:30 PM – 4:30 PM
Prince George’s County Public Schools’ Landmark P3 and Its Impact on K-12 Opportunities
Dallas Ballroom BC

Faced with an $8.5B backlog, overcrowding, and a global pandemic, Prince George’s County Public Schools (“PGCPS”) found itself at a crossroads early last year with their first of its kind in the United States K-12 P3: cancel/delay their procurement or move forward and stand behind their promise to deliver 6 schools in 30 months for 8,000 students. In the face of these seemingly insurmountable obstacles, PGCPS and their private partners will share how their respective disciplines came together to successfully reach financial close, implement this $500M P3 and deliver much-needed classroom space for the children of Prince George’s County. Panelists will also share key lessons learned, what’s needed for success, and their thoughts on the future of K-12 P3s in the US.

Moderator:
Darin Early, Managing Director, Gilbane Development

Panelists:
Brian Ast, Director, Honeywell
Mac Bell, Managing Director, Fengate Asset Management
Paul Choquette III, Executive Vice President, Gilbane Building Company
Bob Hunt, Managing Director, JLL
Shawn Matlock, Director, Capital Programs, Prince George’s County Public
Jason Washington, Director, Office of Alternative Infrastructure Planning and Development, Prince George’s County Public Schools

 

3:30 PM – 4:30 PM
How Do I Deliver a Project with the P3 Model? Best Practices for Successful Procurement Process
Dallas Ballroom D3

The panel will discuss the key issues that public agencies must consider when conducting a project procurement – structuring the agreement, conducting a fair and competitive procurement process, and negotiating a final agreement that is transparent and protects the public interest.

Moderator:
Judah Gluckman, Principal Consultant, U.S. Advisory Services, WSP

Panelists:
Terry Burgis, Senior VP, Asset Development, Kiewit Corporation
Roderick Devlin, Partner, Nixon Peabody LLP
William Gorham, Vice President, Business Development and Partnering, Plenary Americas

 

3:30 PM – 4:30 PM
P3s as a Driver of Capital Program Excellence
Dallas Ballroom D2

Successful capital programs that consistently deliver on their target ROI are structured around key stages of the capital program value chain and have shifted their mindset from delivering projects to enabling the enterprise mission. How are these premier capital programs integrating P3 and alternative delivery into their successful capital programs? This panel will examine how the most successful and innovative capital programs use alternative delivery to achieve their broader capital program goals.

Moderator:
David Spector, Director – Infrastructure Advisory, KPMG

Panelists:
Faizan Habib, Program Manager, Virginia DOT
Anna Hermelin, Partner, Ashurst
Dr. Joshua Schank, Chief Innovation Officer, LA Metropolitan Transportation Authority

 

3:30 PM – 4:30 PM
The Road Ahead: Autonomous Transportation Solutions – Benefits, Implications, Issues and Complexities
Dallas Ballroom D1

Participate with a panel of experts on autonomous transportation as we discuss and debate different approaches to implementing the latest technological advances and applications to autonomous transportation systems. The benefits are both known and imagined but the implications, issues and complexities are many. From risk to regulation these systems will be a step change to the future of transportation and are being driven by the private sector but require innovative partnerships with the public sector to implement. This session will explore how innovative transit agencies, technology innovators and infrastructure developers are leveraging these technologies to improve mobility and safety, reduce congestion and save money.

Moderator:
Michael Palmieri, President and Founder, P3 Point

Panelists:
Eivind Dueland, Regional SVP of Development, Amber Infrastructure
Peter Kenny, SVP, CAO & GC, Cavnue, LLC
Sia Kusha, Senior Vice President, Group Head Business Development & Partnering, Plenary Americas
Mauricio Paez, Partner, Jones Day
Brian Renehan, Senior Director, Alternative Delivery, WSP

 

3:30 PM – 4:30 PM
Green Bonds and Green Loans: Financial Products for a Sustainable Future
Dallas Ballroom A3

Increased demand for green loans, green bonds and other green financial products and related initiatives are opening the door to increased financing opportunities for P3 projects.  The heightened demand is also driving lower cost of capital when green financing is involved.  Investors and banks are increasingly seeking green products to round out their portfolios, provide stability to their investors and meet the demand for sustainability.  Many P3 projects meet the requirements for designation as green financing, including mass transit, water, energy and similar projects.  This panel will focus on the increased demand for green financial products and the way P3 projects can benefit from green financing.

Moderator:
Sarah Christian, Of Counsel, Winstead

Panelists:
Francisco Brugueras, Director, Barclays
Jeffrey Diehl, CEO & Executive Director, Rhode Island Infrastructure Bank
Matt Levin, Managing Director, Stifel, Nicolaus & Company, Inc.
Stephen Morel, Chief Investment Officer, Montgomery County Green Bank

 

3:30 PM – 4:30 PM
Contractors and P3: What to Expect/What’s Expected, Who are These People, Why Things Are Going This Way, and How to Participate
Dallas Ballroom A2

This panel offers a brass-tacks, give-it-to-you-straight, perspective from P3 market industry participants at all corners of a transaction, financing parties/investors, and their advisors to offer contractors that are interested in pursuing a project delivered under a P3, insights as to the roles, expectations, conventions, and risks. Contractor participation in a P3 is not only about risk estimation and low price, but other measures of value.

The panel intends to cover such topics as: where risks reside; expectations relating to payment, performance, warranty security; sow risk assessments by credit agencies and prospective lenders influences risk discussions; estimating versus quantifying risks for bid pricing; solicitation competitive tension; who talks, who goes to what meetings, etc.; what the agreements are “behind the curtain” and how they work; issues and potential returns relating to contractor equity participation; and what advisors and when to hire them.

Moderator:
John P. Smolen, Partner, Ballard Spahr LLP

Panelists:
Ricardo Bosch, North American Business Development Director, Cintra
Greg Kitscha, Managing Director, John Laing Group
Thomas Mulvihill, Managing Director and Head of Infrastructure, KeyBanc Capital Markets
Mike Wawszkiewicz, Senior Project Manager, Alternative Project Delivery Group, Garver USA

 


3:30 PM – 4:30 PM
Unleashing Innovation for P4s in Disaster and Risk Mitigated Resilience: Alternative Project Development, Financing
Dallas Ballroom A1

With over $1 trillion in losses due to weather and man-made disasters, public and private response can longer sustain historical recovery and rebuild strategies. Join us for an interactive discussion among leaders from insurance, reinsurance, non-profit, and alternative project development-investment, focusing on private-philanthropic-public partnerships to address current and emerging disaster and risk mitigation challenges from persistent threats of drought and flood, spills and leaks, fires and explosions, snow and ice, health and pandemics.

Moderator:
Richard Seline, Managing Partner, Resilience Opportunity Advisors and Resources (ROAR Partners)

Panelists:
Michael Gardner, CEO, Aqaix
Sandra Hertz, Deputy Director of the Maryland Department of Transportation
Tariq Taherbhai, Chief Operating Officer, Global Construction & Infrastructure, AON Public Sector

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4:30 PM – 5:30 PM
New Market Opportunities
Dallas Ballroom BC

As renewables supply an ever-larger share of power production, and electrification incentives grow in scope and scale across all levels of government, opportunities for new partnerships in clean energy are growing. What roles are P3 investors and developers playing in advancing a net-zero emissions economy? How and why are owners embracing innovative clean energy solutions? Join noted energy infrastructure experts as they describe cutting edge public-private partnerships that are meeting the clean energy demands of agencies across our nation.

Moderator:
Emily Huggins Jones, Partner, Squire Patton Boggs

Panelists:
Randy Clark, Senior Vice President, NORESCO
Bobby Lewis, Vice President, HNTB
Daniel Smith, National Practice Director, Remediation Program Management, BSI Group

 

4:30 PM – 5:30 PM
How Do I Design a P3? Best Practices in Deal Structuring and Contract Management
Dallas Ballroom D3

The basis of all good P3s is in the structuring of the deal and the management/oversight of the contract. During this session both public and private sector experts will discuss best practices for P3 deal structuring. They will also share their views on best practices for contract management.

Moderator:
Brent Butzin, Partner, Kaplan Kirsch & Rockwell LLP

Panelists:
David Alvarez, Vice President, Strategic Advisory Practice, CPM
Brandey McDonald, Project Director, Infrastructure Asset Management, Fengate
Mark Melson, Chief Investment Officer, Star America
Thomas Mulvihill, Managing Director and Head of Infrastructure, KeyBanc Capital Markets

 

4:30 PM – 5:30 PM
How Third Parties Can Make or Break a P3
Dallas Ballroom D2

Third parties such as utilities, other government agencies, and even community stakeholders are an often-overlooked component of any major infrastructure project. But, with issues like environmental review, right-of-way acquisition, and utility relocation in play, they raise important technical, policy, legal, and commercial questions and can have a significant impact on the success or failure of a P3. This panel will explore how third-party risks can be identified, engaged, and mitigated to fully leverage the full potential of the P3 model.

Moderator:
Dusty Holcombe, Vice President, Transportation, RS&H

Panelists:
Dolly Mirchandani, Partner, White & Case LLP
Rodney Moss, Senior Vice President, Hunt Companies/Amber Infrastructure
David Wylie, Asset Director, North America, John Laing
Manuel Zafra, Director, US Business Development, Globalvia

 

4:30 PM – 5:30 PM
Low Cost Innovative Financing for Transportation Projects and P3s Through the Build America Bureau
Dallas Ballroom D1

Join the Build America Bureau to learn about how the Bureau supports P3s and innovative finance for transportation infrastructure projects. The Bureau provides fixed interest, low cost and long term TIFIA and RRIF loans for a wide variety of transportation projects, from small to very large.  With about $100 billion in lending capacity for transit, rail, road, transit-oriented development, port, airport, freight and multimodal projects, the Bureau can lend to both public and private borrowers. Get updated on new Bureau products such as TIFIA Rural Projects Initiative, RRIF Express, TIFIA Lite and others.  Hear about how the Bureau provides technical assistance for entities exploring P3s and alternative delivery models. Attendees will leave this session with an understanding of the Bureau, its unique products and services and resources for helping to deliver P3 transportation projects.  Participants can also schedule one-on-one meetings with Bureau leadership throughout the conference to discuss specific projects.

Presenter:
Roger Bohnert, Director, Office of Outreach and Project Development, Build America Bureau

 

4:30 PM – 5:30 PM
Collaborative Contracting: Growing Interest Across North America
Dallas Ballroom A3

Owners and Contractors continue to experience delivery challenges on large scale P3s and other fixed price delivery projects right across the US and Canada. The real-world experience of P3s is raising questions over the merits of the model itself, and whether a more collaborative model can deliver a better outcome for public infrastructure.  Join us for a balanced panel discussion on the growing interest in collaborative delivery solutions (Progressive Design-Build, CM-AR, other Early Contractor Involvement models), how and where they make sense for Owners, and in what circumstances might private capital/P3 still make sense in a collaborative model.

Moderator:
Sean Boyd, Managing Director, Ernst & Young Infrastructure Advisors, LLC

Panelists:
Ricardo Bosch, North American Business Development Director, Cintra
Matt Girard, SVP, Group Head Civil Asset Delivery, Plenary Americas
David Nichols, Senior Business Development Manager, Kiewit Corporation
Thomas Sherman, Deputy Director, VDOT

 

4:30 PM – 5:30 PM
The Infrastructure Investment and Jobs Act: What’s the Impact on Airports?
Dallas Ballroom A2

How will operators, airlines, airports, and passengers be affected by the infrastructure legislation working its way through Congress? And, what does the IIJA mean for new opportunities for the sector? The package includes $25 billion for American airports and air traffic towers. America’s airports are powerful engines for economic growth in local communities, and according to the Airports Council International, they generate more than $1.4 trillion in annual economic activity and support nearly 11.5 million jobs. Join us for a lively discussion on the future of the US airport sector, building upon some of the conversations from our P3 Airport Summit in July.

Moderator:
Jennifer Hara, Brand Director, P3C Media

Panelists:
Paul Bloom, Vice President, Goldman Sachs
Jeremy Ebie, Co-Founder and Managing Partner, Phoenix Infrastructure Group
Bob Montgomery, CEO, Bob Montgomery Consulting
Daniel Piñan, Head of Corporate Development North America, Ferrovial Airports
Tomer Pinkusiewicz, Partner, Gibson Dunn

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5:30 PM – 7:30 PM
Opening Night Welcome Reception
Expo Hall

Join us at this special networking event for all conference speakers and delegates.

Sponsored by:

Rutan and Tucker

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Tuesday, September 14, 2021

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7:00 AM – 9:00 AM
Networking Conference Breakfast
Expo Hall

Sponsored by:

Balfour BeattyJohnson Controls

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7:30 AM – 8:30 AM
P3Direct Public Owners Breakfast Workshop, Part 1 – (Open to Public Sector Attendees Only | Advanced Registration Required)
Dallas A3

Grab your breakfast and meet us for a workshop on project readiness with Virginia DOT’s Deputy Director, Thomas Sherman.

Presenter:
Thomas Sherman, Deputy Director, VDOT

Special Thanks to:

AIAI

_______________________________________________________________

8:00 AM – 8:30 AM
Opening Conversation: Federal Real Estate Outlook Under the New Administration: A Conversation with GSA Buildings Commissioner Nina Albert
Dallas Ballroom BC

Over the past decade, there has been considerable bipartisan support for more effective management of the Federal real estate portfolio. Join us for a fireside chat on the outlook for Federal real estate under the Biden Administration. The discussion will examine overall trends in space utilization and the long-term impact of the COVID-19 pandemic, the Federal budget outlook, and the impact on the Federal portfolio of owned and leased buildings. Commissioner Albert also will discuss whether and how the current focus on Opportunity Zones, disposition of underutilized real estate, and other priorities will continue.   She also will share her perspective on the Federal outlook for public-private partnerships based on her past experiences with the District of Columbia Government and the Washington Metropolitan Area Transportation Authority.

Presenters:
Nina Albert, Buildings Commissioner, US General Services Administration
Norman Dong, Managing Director, FD Stonewater

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8:30 AM – 9:15 AM
Morning Plenary: Building S4: Safe, Secure, Sustainable K-12 Schools
Dallas Ballroom BC

As our schools and communities continue to face an ever-growing number of natural and human-made threats, it is essential to recognize that comprehensive school safety goes far beyond just physical security. Creating a safe, secure, and sustainable learning environment – a physical space – to support and educate our children and youth has become the focus of many communities around the country. Join the team from Prince Georges County Maryland as they share their vision for their school district and their innovative approach to providing Safe, Secure, and Sustainable Schools.

Moderator:
Jensen Clarke, Director, Infrastructure Investments, Fengate

Panelists:
Claudio Andreetta, Director, Business Development, Public-Private Partnerships (P3), Johnson Controls
Stephen B. Ballard, Owner and Founder, SB Ballard Construction Company
Shawn Matlock, Director of Capital Programs, Prince George’s County Public Schools
Jason Washington, Director, Office of Alternative Infrastructure Planning and Development, Prince George’s County Public Schools

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8:30 AM – 10:00 AM
P3Direct Bootcamp: Risk Allocation (Open to Public Sector Attendees Only | Advanced Registration Required | Click Here to Register)
Dallas Ballroom A1

Join us for Boot Camp 2 as we address how risk transfer can deliver value, the types of risk, and the best practices for allocation and mitigation to ensure project success.

Presenters:
Steve Dewitt, Senior VP Business Development, ACS
Bryan Kendro, Alternative Delivery Advisor for Infrastructure, RS&H
Stephen Rae, General Counsel, Liberty Mutual
Matthew Rickards, Partner, Ashurst

Special thanks to:

AIAI

_______________________________________________________________

9:15 AM – 10:00 AM
Morning Plenary: ESG Unveiled
Dallas Ballroom BC

The term ESG is used widely in the P3 infrastructure market, what is it and what does it mean to industry stakeholders? Join members from AIAI’s ESG working group and representatives from the public sector for this session centered on ESG. The panelists will set out to understand the views of the various stakeholders on the meaning of ESG and the impact on infrastructure and the communities these assets serve.

Moderator:
Jeremy Ebie, Co-Founder, Managing Partner, Phoenix Infrastructure Group

Panelists:
Dr. Morteza Farajian, Executive Director, Build America Bureau, US DOT
Joshua Goldman, Director of Strategy & Business Development, Via
Anthony Phillips, Co-Head, PPP & Greenfield Projects, John Laing
David Ross, Director, KPMG 
Dr. Joshua Schank, Chief Innovation Officer, LA Metro

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10:00 AM – 10:15 AM
Networking and Coffee Break
Expo Hall

Sponsored by:

KeyBanc Capital MarketsPFGEdgemoor

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10:15 AM – 11:15 AM
Mobility Recovery: Rethinking Mobility in a Post-COVID World
Dallas Ballroom BC

The COVID-19 pandemic has caused enormous headwinds for public transit systems in many major US metropolitan areas. According to the American Public Transit Association (APTA transit systems lost an average of nearly 54% percent of their riders in 2020 as cities responded to the COVID-19 pandemic. Moreover, the funding streams that support capital investments and operations took significant hits as motor fuel and sales tax revenues declined. And while auto travel also declined substantially, it has rebounded more quickly than other modes. This, as well as the possibility of more sustained changes to resident and business preferences, has led to concerns that the COVID-19 pandemic could alter the nature of public transit investment for years to come. That said, the recovery of public transit will depend on a transportation system that’s interactive, equitable, convenient, and affordable — made up of public and private sources — to compete with the personal car. This panel will discuss current and future trends in public transit, new business models, and how structured public-private partnerships can assist in rethinking mobility in a Post-COVID World.

Moderator:
Eric Singer, Partner, Bilzin Sumberg

Panelists:
Joe Aiello, Retired Chairman, Fiscal and Management Control Board, MBTA and Senior Fellow, Center for International Environment and Resource Policy, The Fletcher School, Tufts University
Yousef Salama, Deputy Executive Director, Research, Analysis and Programming, Chicago Metropolitan Agency for Planning
Dr. Joshua Schank, Chief Innovation Officer, LA Metropolitan Transit Authority

 

10:15 AM – 11:15 AM
How Do I Build a P3? Best Practices in Risk Allocation and Surety
Dallas Ballroom D3

The effective use of the P3 model is predicated on contractually allocating risk to the party most able to effectively manage it, but such risk allocation cannot occur in a vacuum. Risk allocation between parties must be aligned with project fundamentals including performance, financing and payment obligations, to ensure that parties are sufficiently incentivized to effectively manage their respective risks once the signed concession agreement becomes effective. A diverse panel representing multiple perspectives will offer real world examples, and insights into the critical links between effective risk transfer and incentives impacting both the private partner selection process and the successful implementation of the project concession agreement.

Moderator:
Stephen Rae, General Counsel, Liberty Mutual Surety

Panelists:
Michael Kerrigan, Vice President – National Practice Advisory, HNTB
Mark Polston, Director, Alternative Delivery Advisory Services, WSP
Umer Yaqub, Director, Infrastructure Advisory, BDO USA

 

10:15 AM – 11:15 AM
Public to Private | Private to Public – Changing Perspectives
Dallas Ballroom D2

A panel of experts who have worked on P3s from both the public and private sectors offer some insights into bridging the two sides on topics such as delivery decisions, risk, and procurement.  How can the two parties help move innovative delivery forward instead of getting in each other’s way?

Moderator:
Mary Scott Nabers, President/CEO, Strategic Partnerships, Inc.

Panelists:
Bryan Kendro, Alternative Delivery Advisor for Infrastructure, RS&H
Gail Lewis, Principal Advisor, Strategic Consulting Services, HDR
Ryan Mitchell, Manager – Innovative Contracting Unit, Michigan DOT

 

10:15 AM – 11:15 AM
Unique Approaches to Airport Innovation and Stakeholder Engagement
Dallas Ballroom D1

Long-term leases implemented through a P3 with an experienced airport operator will allow the US airport owners to implement improvements and investments to upgrade passenger´s experience, develop new routes and sources of revenue, and turn the airport into an economic engine of the community. In turn, airport owners will provide better service to end-users and create more opportunities for their employees, contractors, and small and local businesses. The support, experience, know-how, and financial involvement of an experienced operator are key in delivering these projects with success.

Moderator:
Maria Cristina Casero Borges, International Asset Management Director, Ferrovial Airports

Panelists:
Mitchell Holzrichter, Partner. Mayer Brown
Robert Poole, Director of Transportation Policy, Reason Foundation
Iñigo Tellechea, General Counsel, Ferrovial Airports North America

 


10:15 AM – 11:15 AM
Addressing the Digital Divide: Perspectives from Cities, Counties and States
Dallas Ballroom A3

The COVID crisis has refocused attention on the digital divide in the US, where 20% of the population has no access to broadband either because the service is not offered or because it is unaffordable. This is true in both rural and urban areas. All levels of government are finding innovative ways to address this issue by working collaboratively with the private sector and investors in various Public Private Partnership (PPP) models. The availability of federal funding, in The American Rescue Plan Act of 2021 and Infrastructure bill, provides an impetus to move solutions forward.

This session will explore the roots of the digital divide, the models to address it, the sources of funding, and the opportunities to deploy private capital. Participants will hear from owners and stakeholders, about their experiences and best practices in addressing the digital divide.

Moderator:
Marc Powell, Senior Managing Director, Ernst & Young Infrastructure Advisors, LLC

Panelists:
Cherian George, Managing Director, Fitch Ratings
Trish Kelly, Executive Director, Sacramento Valley Vision
Paul Pishal, Business Development Director – Connected Communities, Black & Veatch
Jordan Sun, Chief Innovation Officer, City of San Jose, CA

 

10:15 AM – 11:15 AM
The Next Generation of P3: A Case Study of the LA County Vermont Corridor Administrative Office Building
Dallas Ballroom A2

LA County’s Vermont Corridor Administrative Office Building is a new $345 million, 468,000 square foot, office building and ancillary parking structure built for Los Angeles County.  The development team anticipates $21 million in project savings returned to LA County, which will be used to reduce the County’s rental obligation through the defeasance of debt.  The building is expected to be completed later this month, 4 months ahead-of-schedule.

This presentation will explain how the County used an innovative approach that links integrated project delivery with the 63-20 progressive design-build delivery approach, a GMP, incentives to perform, and private life cycle management tools.

Presenters:
Matt Calcavecchia, Vice President, Public Facilities Group
John Finke, President, Public Facilities Group

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11:15 AM – 12:15 PM
Crab Cakes, Football and P3s! That’s What Maryland Does
Dallas Ballroom BC

The Maryland Department of Transportation and the Maryland Transportation Authority recently executed a Predevelopment Agreement (PDA) utilizing a progressive P3 model with Accelerate Maryland Partners, to deliver a ~$3.5 billion Priced Managed Lanes network outside of Washington, D.C. The panel will focus on not only the overall project scope but the goals and objectives of the progressive approach and Predevelopment work currently underway to help decrease project risks and improve the overall value of delivering the project for the state and its citizens.

Moderator:
Bryan Kendro, Alternative Delivery Advisor for Infrastructure, RS&H

Panelists:
Luis Palazzi, Vice President of Development, Transurban
Geoff Segal, Senior Advisor, Government Advisory and Affairs, Macquarie


11:15 AM – 12:15 PM
Top Ten Critical Issues When Procuring a P3
Dallas Ballroom D3

This panel will present a step-by-step review of the 10 critical issues that must be addressed when procuring a P3: Vision, Political Champions, Communication, Community, Commitment, Experience, Funding, Staff, Time, and Access.

Moderator:
Branden Kiely, Vice President, The Concourse Group LLC

Panelists:
Brian Ansari, President and CEO, Brian Ansari and Associates
Samuel Franco, President and Founder, Infravest Strategies, LLC
Mike Schneider, Managing Principal, InfraStrategies LLC

 

11:15 AM – 12:15 PM
Utilization of a Public Charitable Trust to Ensure High-Quality Utility Service
Dallas Ballroom D2

This panel will explore the benefits of creating a public charitable trust as an alternative to municipalization, franchising, or privatization of utility assets. Citizens Energy Group is one nation’s largest utilities operating as a public charitable trust. Learn about how and why the trust was formed and what benefits it has provided for the company, the citizens in the company’s jurisdiction and its ratepayers.

Moderator:
Thomas John, Partner, Ice Miller LLP

Panelists:
Phil Genetos, Partner, Ice Miller LLP
Sara Mamuska-Morris, Director of Treasury, Citizens Energy Group
Paul Okeson, Executive Vice President, Garmong Construction

 

11:15 AM – 12:15 PM
Infrastructure M&A: Secondary Transactions for P3 Projects
Dallas Ballroom D1

The P3 sector in North America has matured to the point where many projects have reached construction completion and began commercial operation. At this point, certain investors consider selling their equity stakes for various reasons that include profit-taking on a de-risked asset to changes in investment policy. While this conference mainly focuses on original P3 processes and procurement, this panel focuses on secondary transactions in the P3 sector, including seller rationale, buyer strategy, types of sales process, and ROFO/ROFR considerations.

Moderator:
Edward Fanter, Managing Director, National Bank Financial

Panelists:
Mac Bell, Managing Director, Infrastructure Investments, Fengate Asset Management
Jahred Kallop, Investment Director, Star America Infrastructure Partners
Thomas Kelly, Executive Director, Project Development & Investments, Fluor
David Wylie, Asset Director, North America, John Laing

 

11:15 AM – 12:15 PM
How to Implement Airport Projects Through a P3
Dallas Ballroom A3
Airport authorities are increasingly looking to the private sector for funding and expertise to upgrade terminals, build
transit links, and bring the traveler experience up to international standards. A few airport authorities are leading the way
with innovative structures that will mobilize private capital to fund infrastructure improvements and improve the customer
experience while at the same time retaining overall control and responsibility for their public mandate to provide a safe and
efficient environment for the traveling public. This session navigates through the benefits afforded by the different P3 models
and discusses the key components that exist in successful airport infrastructure P3s currently underway in the U.S.

Moderator:
Ryan Yakubik, Managing Director, Ernst & Young Infrastructure Advisors, LLC

Panelists:
Larry Belinsky, Managing Director, FRASCA & Associates, LLC
Jorge Hernández, President & CEO, Aerostar Airport Holdings, LLC
Jorge Roberts, CEO, Avports

 

11:15 AM – 12:15 PM
How to P3 for Small to Mid-Sized Projects and Communities: Lessons Learned in Delivering Local Serving Projects under $500M
Dallas Ballroom A2

A P3 is not one deal structure; it is a continuum of private involvement in public projects and public investment in private projects. This session will explore innovations in hybrid real estate/social infrastructure P3 projects and reviews the utility of various procurement, project delivery, and financing structures that should be considered for small- to mid-sized projects and/or local governments. Our focus will be on best practices and lessons learned, presented in an engaging and lively format. This session is designed for public officials who are: Still confused by the definition of a “P3”, Wondering if their deal is large enough to be a “P3”, Overwhelmed by prospect of a 30- year O&M contract or a fully integrated DBFOM deal structure, and Looking for clarity on how a P3 may work for their small to mid-sized projects.

Moderator:
Korin Crawford, Executive Vice President, Griffin| Swinerton

Panelists:
Malcolm Harkness, Director – Development, Clearway Community Energy
Jerimi Henry, Vice President of Development, Hunt Companies/Amber Infrastructure
Seth Merewitz, Partner; Chair P3 Working Group, Best Best & Krieger
Andrew Moore, P3 Manager, City of Austin

_______________________________________________________________


12:15 PM – 1:15PM
Networking Lunch
Expo Hall

Sponsored by:

ArmandHNTBTransurban

_______________________________________________________________


1:15 PM – 1:45 PM
Lunch Keynote: Puerto Rico – Island of Opportunity
Dallas Ballroom BC
Join us as the Honorable Pedro Pierluisi, Governor of Puerto Rico, shares what’s happening in Puerto Rico and what opportunities are on the horizon.

Presenters:
William A. Marino, CEO, Star America Infrastructure Partners
Honorable Pedro Pierluisi, Governor of Puerto Rico

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1:45 PM – 2:30 PM
Cyber Security and Safety in Smart Infrastructure
Dallas Ballroom BC

Rapid investments in a “smart” built environment for a more efficient and convenient world are not being complemented by a commensurate safety framework designed to protect lives and resources in society from cyber attacks to technology. Cyber threats are expanding as ransomware attacks proliferate not just from Nation States, but from thousands of cyber hackers and criminals. Governments do not have the resources or flexibility to quickly respond with protections for all sectors of the U.S. economy. Our power grids, gas lines, water systems, transportation system, (including airports) every building we walk into, and even our homes and cars, are at risk from bad actors. How can the Nation incentivize investments in the cyber protections of these essential assets?

Presenters:
Lucian Niemeyer, Chairman of the Board, Building Cyber Security and Principal, The Niemeyer Group LLC
Alan Friel, Partner, Squire Patton Boggs

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2:30 PM – 3:30 PM
Puerto Rico: Program, Partnership and Pipeline
Dallas Ballroom BC

Join this session to hear about the Puerto Rico program, the partnerships and the projects that are impacting the communities they serve. Executive Director Fermin Fontanes and program partners will share updates on the projects that are underway and the pipeline of opportunities.

Moderator:
Eduardo Guzman, Partner, Squire Patton Boggs

Panelists:
Julián Fernández, CEO, Metropistas
Fermin Fontanes, Puerto Rico P3 Authority
Jorge Hernández, President & CEO, Aerostar Airport Holdings, LLC
Matthew Miller, President, HMS Ferries, Inc.
Wayne Stensby, President & CEO, LUMA Energy

 

2:30 PM – 3:30 PM
Why do a P3? Building the Business Case for a P3 and Selling it to Your Community
Dallas Ballroom D3

What business considerations must a government review before starting the P3 process? The panel will discuss the elements that must be considered as the public builds out the business case for a P3 and share ideas on how to effectively communicate the business case to the community at large.

Moderator:
Mike Wawszkiewicz, Senior Project Manager & Technical Lead, Alternative Project Delivery Group, Garver

Panelists:
Angela Berry-Roberson, Vice President and Advocate for Civil Rights, Equity, Diversity and Compliance, WSP
Jeff Nydegger, Shareholder, Winstead
Henry Patel, Vice President, Asset Development, Kiewit Development Company

 

2:30 PM – 3:30 PM
Opportunity Analysis for Large Infrastructure Projects: How Do You Stay Creative and Innovative While Working on a P3 Project?
Dallas Ballroom D2

This panel will discuss the strategic, legal, business and thought process and approach for P3 projects and ways to stay ahead of the curve while considering laws, regulations, risks, advisors, goals, marketability, project delivery, schedule, and more.

Moderator:
Sebastian Smelko, Partner, Ice Miller LLP

Panelists:
Ed Crooks, Senior Vice President, HNTB
Jaime Diaz, Head of Business Development, Concessions North America, Acciona
Terry Owens, Senior Communications Director, Pulsar Advertising
Scott Zuchorski, Managing Director, Head of North American Infrastructure, Fitch Ratings

2:30 PM – 3:30 PM
Economic Vibrancy – The Goal of City Leaders
Dallas Ballroom D1

City & County leaders are the true champions, navigating the ever-growing needs of their constituents, citizens & visitors, as they strive to reimagine city cores, suburban landscapes and stay on top of the shifts in the utilization of their infrastructure and the desire to create smarter buildings and sustainable places & spaces. As infrastructure is often closely linked and aligned with economic development, this panel will examine what impact the financing of technology & infrastructure enhancements has on economic vibrancy for the municipal space, from the point of view of local government officials themselves, and explore how economic development strategies have been evolving over the last 5+ years, to attract and retain more citizens business and constituents who want to live in more secure, connected & resilient communities.

Moderator:
Lisa A. Brown, Senior Director, Municipal Infrastructure & Smart Communities, Advanced Solutions, Johnson Controls

Panelists:
Trey Fletcher, AICP, Deputy City Manager, City of Pflugerville
Yousef Salama, Deputy Executive Director, Research, Analysis and Programming, Chicago Metropolitan Agency for Planning

 

2:30 PM – 3:30 PM
Zero Emission Vehicles: Considerations for Transit and Transportation Planners
Dallas Ballroom A3

As the decarbonization agenda is accelerating, there are a range of pressures from up and down the supply chain incentivizing transit and transportation industries to shift to zero emission vehicles and buses (ZEV and ZEB). How are transit agencies, transportation departments, and their private sector partners successfully transitioning to a zero-emission future? This panel examines the drivers and critical attributes to a successful electrification program.

Moderator:
David Ross, Director, KPMG 

Panelists:
Joshua Goldman, Director of Strategy & Business Development, Via
Heather J. Hildebrandt, Statewide Initiatives Supervisor, Transportation Planning Division, North Carolina DOT
Kylie McCord, Senior Program Management, CTE
Jeff Palmer, Partner Manager, AMPLY Power
Andrew Quinn, Senior Director, Office of Innovation, LA Metro

 


2:30 PM – 3:30 PM
The Arrival of P3 Investment Opportunities in Telecommunications
Dallas Ballroom A2

P3 investment for telecommunications network projects has been an attractive market opportunity for several years but the business models and drivers involving all stakeholders have lacked alignment for appropriate investment. Initial attempts to overlay the typical revenue risk (toll-based financial models used for managed or toll lanes onto the backbone fiber or broadband assets) resulted in false starts and cancellations for several Design, Build, Finance, Operate, Maintain (DBFOM) and Commercialization P3 telecommunications networks procurements. The cost of network DBFOM has not been balanced with the commercialization revenues. A better solution would incorporate federal or state grant dollars, or other additional subsidies, to contribute to the project’s financial viability. The ingredients for success were in place, however, a new model needed to be implemented.

States and the federal government are taking an active role in the deployment of broadband in underserved areas. This brings a critical requirement for enhanced middle mile bandwidth and capacity to be deployed in these areas with underserved connectivity. Additionally, the pandemic has forced federal, state, and local agencies to work together to find ways to increase connectivity across the US. State DOTs ROWs are a key physical resource that can provide fiber capacity routes to these underserved areas. The ingredients for successful P3 opportunities are now starting to unfold.

Moderator:
Anna Hermelin, Partner, Ashurst

Panelists:
John Hibbard, Operations Division Director, Georgia DOT
Sia Kusha, Senior Vice President, Group Head Business Development & Partnering, Plenary Americas
Paul Pishal, Business Development Director – Connected Communities, Black & Veatch
Raj Shelat, Director, KPMG

 

2:30 PM – 3:30 PM
Cedar Park Bell District: Case Study of a Small P3
Dallas Ballroom A1

The Bell District is a new destination offering a fresh take on a walkable, mixed-use development. Located in Cedar Park, Texas, (Austin metro area) Bell is a P3 between the City of Cedar Park and RedLeaf.  This highly anticipated ~50 acre project is revitalizing a deteriorating commercial corridor. Using an innovative P3 approach, the project is poised to deliver local restaurants, retail, residential and recreational options.

Panelists will discuss the process and share valuable insight from the public and private perspectives. Beginning with the initial vision, the discussion will focus on “where to start” and essential steps to go from idea to execution.  Panelists will cover best practices and lessons learned, starting with the City’s initial vision and desire for placemaking, master planning and property assemblage, through procurement and negotiations, including the Master Development Agreement and project execution.

Presenters:
Katherine Caffrey, Assistant City Manager, Cedar Park, TX
Rob Shands, Partner, RedLeaf
Darin Smith, Managing Principal, Economic and Planning Systems

 

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3:30 PM – 4:00 PM
Networking and Coffee Break
Expo Hall

Sponsored by:

GilbaneAutodesk Construction Cloud

_______________________________________________________________

 

4:00 PM – 5:00 PM
The Role of Technology in the Procurement Process
Dallas Ballroom BC

Managing communications and data exchange during a large project procurement can be a challenge for both project teams and owners. COVID has further exacerbated these difficulties and increased the value of embracing technology during the management of alternative delivery procurements. This conversation will examine how technology can be leveraged to ensure operational efficiency, transparency, and accountability during the procurement process.

Moderator:
Adam Sheets, Garver USA

Panelists:
Faizan Habib, Program Manager, Virginia DOT
Tom Jackson, General Manager, Ansarada
Stephen Little, Senior Manager, CohnReznick

 

4:00 PM – 5:00 PM
What’s a Key Ingredient for P3 Success? Picking the Right Advisors and Partners
Dallas Ballroom D3

Building a successful procurement and delivering a project demands the right partners. When running a P3 procurement, the public sector project manager could potentially spend more time with their advisors than they will with their own family – pick your advisor carefully. Similarly, when the public sector selects the winning private sector partner for a full-life-cycle of a project (over 30 years) it is like picking a life partner – again, pick your private partner carefully. This panel will comprise both those who have made these selections and those who have been part of these partnerships.

Moderator:
Sandra McQuain, Executive Director, England Airpark

Panelists:
Jed Freedlander, Head of Business Development & Managing Partner, Phoenix Infrastructure Group
Henry Patel, Vice President, Asset Development, Kiewit Development Company
Colin Peppard, Director, Infrastructure Investments, Fengate

 

4:00 PM – 5:00 PM
Perspectives on Transit Oriented Development and P3
Dallas Ballroom D2

Successful Transit Oriented Development is occurring across the country, facilitated by convenient transit access and density around transit stations. Those projects need effective public and private sector engagement, in order to create market returns necessary for private investment and to achieve public interest goals (such as economic development, urban design, congestion relief and affordable housing). This session will bring together stakeholders from transit agencies, local governments, and developers to discuss best practices and examples of how public and private sectors have worked together to achieve success on each of their terms.

Moderator:
David Staas, Partner, Winstead

Panelists:
Don Magner, Deputy City Manager, City of Richardson
Steve Segerlin, Program Manager, WMATA
Jacob Vallo, Senior Director of TOD & Real Estate, MARTA

 

4:00 PM – 5:00 PM
Relational Dynamics of the P3 Team – How Do We Do Better Together?
Dallas Ballroom D1

At the onset of every project, conversations to clarify intent, purpose, process and desired outcomes, and focus your team on the underlying issue driving the project, are critical to its success. How you bring a team together at the initial stages of a project, and establish a road map to how the team should behave and interact with each other on the way to the ultimate project delivery, plays a huge part in reaching the desired outcome. This interactive session will explore a process that brings about this team cohesiveness, alignment and clarity.

Moderator:
Bill Hvidt, President, The Hvidt Group

Panelists:
Deidre Deculus Robert, Executive Counsel, LADOTD
Janie Tiedeman, Vice President, RS&H
Kevin Wharton, Managing Director, BDO


4:00 PM – 5:00 PM
Project Development Agreements (PDAs): Opportunities for Closer Public & Private Collaboration
Dallas Ballroom A3

US state transportation and transit agencies have been using PDAs for more than a decade now to deliver complex P3 projects. Typically such arrangements have been used to advance projects where closer cooperation between public and private sector can generate incremental value. Given the increased interest for such structures, this panel will explore:

  • Lessons learned from the successful implementation of PDAs
  • Types of projects that may be benefit from such types of contractual arrangements
  • Reasons that there is increase interest in such types of structures
  • Opportunities to improve arrangements in order to protect public interest while attracting market interest

Moderator:
George Spakouris, Managing Director, KPMG

Panelists:
Mike Bonini, P3 Office Director, PennDOT
Carolina Coppolo, Executive Officer, LA Metro
Steven DeWitt, Senior VP Business Development, ACS Infrastructure
Thomas Sherman, P3 Office Deputy Director, VDOT
Andrew Smith, Partner, Ashurst


4:00 PM – 5:00 PM
U.S. P3 Trends Report: Record Levels of Projects and the Broadband Impact
Dallas Ballroom A2

The panel will provide an overview of Husch Blackwell’s fourth annual U.S. Public-Private Partnership Trends Report, containing an analysis of recent public-private partnership (P3) agreements on emerging areas of P3 activity. An overview will be provided of the current pipeline of P3 projects and the roster of projects reaching a financial close, which saw record levels in the previous year.

Of critical importance is how broadband will be impacted by the P3 model; in 2020, legislatures in 34 states enacted legislation and/or adopted resolutions addressing broadband issues, including funding and deployment of infrastructure. The federal infrastructure bill is expected to drastically increase activity. The panel will discuss not only achieving deployment to rural areas, but also the urban underserved areas that the infrastructure bill addresses. The conversation will address tools such as federal and state grants; upfront payment from the commercialization of resources; tax-exempt revenue bonds; milestone payments and federal grants for broadband deployment to rural and low-income areas; taxable general obligation bonds; bonds backed by property taxes; and federal funding related to pandemic relief.

Moderator:
Charles Renner, Partner, Husch Blackwell

Panelists:
Rod Carter, Partner, Husch Blackwell
Bryan Kendro, Senior Program Management Consultant, RS&H
Paul Pishal, Business Development Director – Connected Communities, Black & Veatch

 

4:00 PM – 5:00 PM
Collaboration, Speed, and Community Impact – DBFOM P3 Homerun
Dallas Ballroom A1

The County of Riverside in California needed to provide libraries in three separate communities and get them built as quickly. To expedite, the County packaged them together and employed a Public-Private Partnership (P3) model following a Design-Build-Finance-Operate-Maintain (DBFOM) process. This presentation will introduce the decision-making process the owner employed when exploring P3 partnerships, discuss the strategies the DBFOM team used to ensure full collaboration among disciplines, and share lessons learned that can be applied on future P3 projects.

Presenters:
Brandon Dekker, M.S., DBIA, Principal, CannonDesign
Kip P. Dubbs, Managing Director, OMNI West Group
Steve Gilbert, Facilities Management, County of Riverside (Retired)
Suzanne Holland, Director, Riverside County Office of Economic Development
Daniel R.W. Nelson, Partner, Best & Flanagan
Andrew Raufi, Vice President, McCarthy Building Companies

 

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5:00 PM – 6:00 PM
Afternoon Plenary: Diversity & Inclusion – Putting the Pieces Together for Maximum Impact
Dallas Ballroom BC

Panelists will discuss Transactional vs Sustainable MWDBE infrastructure solutions: How and why strategically migrating from numerical goal attainment to sustainable goal attainment creates intrinsic and lasting value for projects and community stakeholders.

Moderator:
Jack Callahan, Partner, Construction Industry Leader, CohnReznick

Panelists:
Brian Ansari, President and CEO, Brian Ansari and Associates
Angela Berry-Roberson, Vice President and Advocate for Civil Rights, Equity, Diversity and Compliance, WSP
Sia Kusha, Group Head, Business Development and Partnering, Plenary Americas

_______________________________________________________________


6:00 PM – 7:30 PM
Evening Networking Reception
Expo Hall

Join us at this special networking event for all speakers and delegates.

_______________________________________________________________

Wednesday, September 15, 2021

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7:00 AM – 9:00 AM
Networking Conference Breakfast
Expo Hall

Sponsored by:

Strategic Partnerships, Inc.

______________________________________________________________

 

7:30 AM – 8:30 AM
P3Direct Public Owners  Workshop Part 2 – (Open to Public Sector Attendees Only | Advanced Registration Required | Click Here to Register)
Dallas A3

Grab your breakfast and meet us for the continued conversation and workshop on project readiness with Virginia DOT’s Deputy Director, Thomas Sherman.

Presenters:
Thomas Sherman, Deputy Director, VDOT

Please click here to register: https://aiai-infra.org/aiai-p3c-owners-breakfast-registration/

Special thanks to:

AIAI

_______________________________________________________________


8:15 AM – 9:00 AM
Morning Plenary: American Jobs Plan – Investing in our Cities
Dallas Ballroom BC

P3s offer possibilities for community development, job creation, and budget certainty for city government. This structure can be used to leverage available public funding and help address a community’s public infrastructure needs.

This panel will ask public sector stakeholders: How is the American Jobs Plan encouraging investment in our cities? What are the needs and opportunities that the current bill is addressing, and how can cities take advantage of what is available by leverage those funds to do more for long term growth and economic stability in their communities?

Moderator:
Lee Weintraub, Co-Chair, Public Private Partnerships Practice Group, Becker

Panelists:
Jeremy Ebie, Co-Founder, Managing Partner, Phoenix Infrastructure Group
Derek Green, Councilmember, City of Philadelphia
Sandra McQuain, Executive Director, England Airpark
Brian Ross, Co-Founder and CEO, InfraShares
Kassandra Timothe, Councilmember, City of North Miami

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9:00 AM – 10:30 AM
P3Direct Bootcamp: Operations & Maintenance (Open to Public Sector Attendees Only | Advanced Registration Required | Click Here to Register)
Dallas Ballroom A1

Join us for Bootcamp 3 as we dig into why P3s instead of deferred maintenance and the benefits of long-term operations and maintenance using the P3 structure to mitigate project risks. During this interactive session, you will learn how P3 counterparties allocate and price risk, and how to approach operations and maintenance early on to drive value and appropriately address the asset’s long-term goals.

Discussion Leaders:
Claudio Andreetta, Director, Business Development, Public-Private Partnerships (P3), Johnson Controls
Dan Dennis, Vice President/O&M Advisor, Stadia
Seth Miller Gabriel, Director, P3 Co-Lead, BDO USA

 

Special thanks to:

AIAI

_______________________________________________________________

 

9:00 AM – 10:00 AM
Understanding the Differences Between Funding and Financing
Dallas Ballroom D3

This session will introduce fundamental financial topics related to P3s, and review how P3 financing models are evolving and how the role of the public sector changes under the different approaches. Panelists will explore the factors that affect the rating and availability of private finance. Particular attention will be paid to the impact of choices in procurement model, agreement terms on the private financing, the public sector, and the customer.

Moderator:
Tim Treharne, Principal, Advisory Services, Arup

Panelists:
Tony Elkins, Director, BBGI US Holdings, Inc.
Adam Hesketh, Managing Director, KPMG

 

 

9:00 AM – 10:00 AM
Trends in Sustainability for Infrastructure Projects
Dallas Ballroom D2

From environmental impacts to social and community considerations, sustainability has become a key factor in the planning and structuring of infrastructure projects. We will discuss trends in sustainability, best practices on how to include sustainability metrics in infrastructure projects and discuss examples of projects including the recent Buffalo Sewer Authority environmental impact bond projects.

Moderators:
Tom John, Partner, Ice Miller LLP
Matt Miller, Partner, Ice Miller LLP

Panelists:
George Hawkins, Founder & President, Moonshot Missions
Troy Hunt, Senior Principal Engineer, Geosyntec Consultants
Jim Keene, Founder/Owner, Keene & Associates
George Kelly, Managing Director, Quantified Ventures

 

9:00 AM – 10:00 AM
Win/Win Strategy: Negotiating and Writing Contract Terms to Include a Dispute Board to Avoid and Resolve Issues During Construction and Operations (DRB)
Dallas Ballroom A3

Troubleshooting and resolving construction issues on P3 Projects while the project is during construction and operations using Dispute Boards (DB) is a smart strategy to control project costs while assisting in creating happy teams. Disputes and claims have been a part of construction projects for eternity and drag out the project well after the completion of the construction, tying up valuable resources and adding costs. Traditional methods of conflict resolution are done at the end of the project, are adversarial and the legal and expert fees substantially impact overall project costs. DBs were created by the construction industry to be used for any project delivery method and to provide a less adversarial, cost-effective, and practical solution to resolve contract issues on construction projects. Today, a DB is an important aspect of Best Practices for project management on major projects worldwide. This panel will present a primer on the dispute board process, recommended contract terms and specifications, and present the best practices on how to use the process to bring your project in on time and on budget through construction and operations.

Presenters:
Cherrie K. Fisher, PMP, Principal, CKF Consulting
Diane Gollhofer, P.E., President, DGR Consultants LLC

 

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10:00 AM – 10:30 AM
Networking and Coffee Break
Expo Hall

Sponsored by:

GreystarMeridiam

_______________________________________________________________

 

10:30 AM – 11:30 AM
P3 Projects Coast to Coast
Dallas Ballroom BC

The market is maturing and new projects are on the horizon.  Join us as panelists discuss their projects coming to market and the value P3 is bringing to their procurement.

Moderator:
Patricia de la Peña, Partner, Nossaman

Panelists:
Jon Conant, Director, Public-Private Partnerships, Texas Facilities Commission
Nick Farber, Director, Colorado HPTE
Deidre Deculus Robert, Executive Counsel, LADOTD
Jim Ziglar, Principal, Rebel Group

 

10:30 AM – 11:30 AM
How Do I Keep a P3? Monitoring and Partnership for the Long Terms
Dallas Ballroom D3

The real work of a public-private partnership lies in the O&M phase – when the public sector must step into the monitoring role, the true test of the partnership begins.

Moderator:
Seth Miller Gabriel, Director, Infrastructure – Valuation & Business Analytics, BDO USA, LLP

Panelists:
Dan Dennis, Vice President and P3 Advisor, STADIA Technical Advisors
Karl Rohrer, Vice President, HNTB
Manuel Zafra, Director, US Business Development, Globalvia

 

10:30 AM – 11:30 AM
Climate Change and P3: Integrating the Risks and Opportunities
Dallas Ballroom D2

Climate change is arguably the most important issue facing the built environment sector today, and one for which P3 projects must have significant focus. Projects must now integrate an ever-changing climate risk profile into long-term resilience planning, scoping the anticipated effects of climate change into the resilience planning of large-scale infrastructure projects. In addition, the construction and operation of infrastructure projects constitutes the majority of greenhouse gas emissions globally, and therefore presents an enormous opportunity to impact the climate change mitigations goals being enacted throughout the world.

This presentation will study the intersection between climate and P3s to provide a holistic understanding of the factors involved, exploring such topics as:

  • Climate Resilience/Adaptation vs Mitigation. Explaining the difference and how this impacts P3 planning
  • Climate-related regulations and their relationship to the P3 process.
  • Integrating an uncertain climate risk into project planning
  • Incorporating low-carbon materials and processes into the construction and operation of projects.
  • Utilization of climate-friendly investment streams
  • Presenting climate considerations to diverse stakeholders: diffusing the political sensitivity

Presenter:
Keith Bryan, Sector Development Director – Built Environment, Americas, BSI America

 

10:30 AM – 11:30 AM
Working to Avoid Large Claims on P3 Projects and Resolving Them Efficiently and Fairly if They do Happen
Dallas Ballroom A3

This program will, among other things, discuss how to more effectively structure dispute resolution procedures, including Dispute Resolution Boards (DRBs). Drawing on their experience with P3 projects that have gone to DRBs and trial, the panelists will explore the important decision-making a public authority must undertake when confronted with a problem project or a concessionaire’s claim. For instance, what actions must a public authority take to preserve potential counterclaims, including counterclaims in the dispute resolution processes, and not waive privilege during claims discussions? Not all issues can and will be solved through availability payment adjustments. Almost always the public authority and the concessionaire are composed of multiple stakeholders—and with the various stakeholders often holding different interests, sophistication, and litigation risk tolerances. Reigning in claims requires a multifaceted well-planned, disciplined approach, which the panelists will zero in on during this fast-paced program.

Presenters:
Jocelyn L. Knoll, Chair Construction and Design Practice Group and Co-Chair Development and Industry Group, Dorsey & Whitney LLP
Lincoln Loehrke, Partner, Dorsey & Whitney LLP
Jenifer Ross Amato, Director, Advisory Services, WSP USA; former Interim and Deputy General Counsel of Regional Transportation District

 

10:30 AM – 11:30 AM
Expectation vs. Reality: Aligning Owner Estimates with Procurement Outcomes
Dallas Ballroom A2

Several recent high-profile P3 procurements have been canceled by project owners after receiving bids that were deemed too expensive. Is this a trend that could continue in a post-pandemic environment marked by continuing unpredictability of the cost of materials and labor, as well as risk generally for large construction projects? This panel will discuss the reasons for these outcomes and strategies to support better alignment between owner cost estimates, programmed funding, and contractor bids for major infrastructure projects.

Presenters:
William Gorham, Vice President, Business Development and Partnering Plenary Americas
Racquel Muindi, Associate, Ballard Spahr
Colin Peppard, Director, Infrastructure, Fengate
Kristoff van Winden, Senior Consultant, WSP

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11:30 AM – 12:30 PM

P3 Questions and Answers Discussion Session – What Are the Next Steps? Where to Go from Here?
Dallas Ballroom BC

Join industry leaders and AIAI members for an interactive conversation specifically tailored to audience questions and answers about P3s. Attendees will have the opportunity to submit questions in advance and also join in the discussion of the benefits, values, and applications of P3s in an open dialogue.

Moderator:
Steve DeWitt, Senior VP Business Development, ACS Infrastructure

Panelists:
David Boss, Vice President – National Practice Consultant, HNTB
Roddy Devlin, Partner, Nixon Peabody
Brandey McDonald, Project Director, Infrastructure Asset Management, Fengate
Seth Miller Gabriel, Director, P3 Co-Lead, BDO USA

_______________________________________________________________


12:30 PM

End of Conference and Expo | Exhibitor Breakdown

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