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Reinventing Retail and Mixed-Use: Surviving, Thriving, and Positioning for the Future
Date: February 4 - 5, 2009
Time: 8:00 AM
Venue: The Beverly Hilton Hotel
Location: 9876 Wilshire Blvd, , Los Angeles, CA
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Uncertain and unsettling times call for the sharing of experiences, insights, and strategies to survive. These times also offer unprecedented opportunity for those who position themselves for the future. This conference will focus on issues confronting the development community today, what it takes to survive and thrive, and what the future of retail development will look like in light of emerging trends.

The conference will provide you an unparalleled opportunity to discuss with experts and peers your own strategic challenges as you make the transition to this brave new world. Where do the best new opportunities lie for your business or community given today’s market realities, and how can you exploit them going forward? Where will financing come from, and what types of projects are getting financing now? How can you harness the greening of retail to improve your competitive position? Where are the most innovative new projects, locations, configurations, and mixes of uses, and how are they making it work in a difficult market? And who are the hot tenants that are looking for new markets in which to expand, even today?

This conference will help you survive and thrive by focusing not only on what can work today, but, more important, on what will work better tomorrow.

What You Will Learn
  • The most creative new retail and mixed-use opportunities
  • Where the money is and how can you get it
  • How to enhance your competitiveness in these uncertain markets
  • The hottest strategic retail and mixed-use trends and projects today
  • How to adopt sustainability as a profitable business strategy
  • Which anchors and tenants are still expanding
  • Strategies for redeveloping obsolete centers and underdeveloped main streets
  • Identifying overlooked niche markets
  • The most innovative planning and design concepts
  • How deals are still getting done with public/private partners


Who Should Attend
Shopping center and mixed-use developers; retail, entertainment, and cinema executives; mayors, urban redevelopment and economic development specialists; architects and urban planners; shopping center owners and managers; real estate consultants and property advisors; and cultural facility directors.

Conference Chair

Rick J. Caruso
Founder and Chief Executive Officer
Caruso Affiliated, Los Angeles, California

Caruso is the chief executive officer of Caruso Affiliated, the Los Angeles-based real estate development company he founded in 1992. Caruso Affiliated owns and manages a portfolio of upscale outdoor retail/entertainment properties that attract over 40 million people annually and are designed to reflect the unique character of the communities they serve. Properties include The Grove, The Commons at Calabasas, The Promenade at Westlake, as well as The Americana at Brand.



Conference Program

Wednesday, February 4, 2009

7:30 a.m.–5:30pm
ULI registration desk open.

8:00–9:00 a.m.
Networking Coffee

9:00–9:15 a.m.
Opening Remarks

Rick J. Caruso, Conference Chair
Founder and Chief Executive Officer Caruso Affiliated

9:15–10:15 a.m.
General Session

Surviving and Thriving: Development Strategies for Challenging Times

Hear from the leaders of the retail development community and discuss with them their plans for coping with today’s unique challenges. Who is doing well, and how are they doing it? How are they positioning themselves for the future? Learn from the experts about the strategies they are pursuing to survive and thrive.

10:15 a.m.–10:45 a.m.
Keynote Speaker


New Channels/New Challenges
Henry Beer,
Co-Chairman/Principal
Communication Arts, Inc.

Technology-enabled social networking—YouTube, Facebook, Twitter, LinkedIn—will alter how we connect with the places we go and the exchanges that happen in those places. Beer has been surfing and studying these “new channels” and will share insights and discoveries he’s made.

11:00 a.m.–Noon
Concurrent Sessions
(choose one)

I. Redevelopment of Aging and Obsolete Centers: Getting It Done in Today’s Market

Hear about the most creative ways developers are adding value to their aging retail centers and shopping districts in the face of extraordinary financing and development challenges as well as changing consumer expectations. See how redevelopment has led to reinvigorated balance sheets, more sustainable developments, and more livable communities.

II. Turning the Corner in a Struggling Urban Shopping District: How to Leverage Retail/Mixed-Use Development

Urban shopping districts from coast to coast are turning the corner and regaining their lost luster and economic raison d’être. But these are not your mother’s or father’s downtowns. Their role has changed, along with their retail tenants, anchors, management, and public environments. Hear about the most creative revitalization strategies built around new leasing approaches, institutional partners, and public roles in today’s difficult economic climate.

Noon–1:45 p.m.
Networking Lunch and Keynote Speakers

Spectacular Retail Places Around the World
Brian Edwards, President/Chief Executive
Officer, Edwards Technologies, Inc.
and
Christopher C. LeTourneur, President and
Chief Executive Officer, MXD Development Strategists, Ltd.

2:00 p.m.–3:00 p.m.
Interactive Workshops
(choose one)

I. Sustainability of Retail-Driven Mixed-Use Developments and Effects on the Bottom Line

Sustainability is becoming a powerful competitive advantage for those retailers and retail mixed-use developers who understand what it can mean to the bottom line. But going forward, sustainability will become standard business practice. So the sooner you understand what it really means for your business and community, the more you will reap its benefits.

II. Transit-Oriented, Mixed-Use Development: Positioning for the Future

As retailing reinvents itself in the face of new delivery channels, overbuilding, and obsolescence, the logic for creating retail mixed-use developments around transit becomes inescapable. Commuter rail, subway, light rail, trolley, and bus rapid transit stations offer opportunities that 21st-century developers need, and the convenience that 21st-century customers want. Discuss with the experts how it is being done.

III. Practical Management Strategies for Attracting New Customers and Streamlining Operations

More than ever, the ability to survive and thrive means paying attention to the nuts and bolts of the business. Retenanting, reducing costs (including for energy), making incremental improvements, being more creative with your marketing, and readjusting your tenant charges are just some of the ways to attract new customers and streamline operations. Learn about the innovative strategies that will have the most impact on your bottom line.

3:15 p.m.–4:15 p.m.
Case Study

How to Succeed in a Changing Market

So much of the innovation in retail development over the past decade has involved creating mixed-use, live-work-play environments. As market conditions shift, how are these projects faring? What strategies are insuring success? Learn from the experiences of two teams of developers and architects that collaborated on one project about the do’s and don’ts in today’s market; i.e., what’s working and what’s not.

4:30 p.m.–5:30 p.m.
Interactive Workshops
(choose one)

I: Developers Anonymous

Developers are now facing challenges from all directions—from lenders’ unwillingness to lend to consumers’ unwillingness to spend. This unique workshop will allow you talk about your development problems—whatever they are—with a range of experts who have been there and can offer their hands-on experience and advice. Exchange experiences or ask for help on the challenges you face developing, redeveloping, or managing retail and mixed-use projects in today’s topsy-turvy market.

II: Public/Private Partnerships: Today More than Ever

More than ever, the success of today’s retail and mixed-use projects depends on the willingness and ability of the public and nonprofit sector to partner with private developers. Discuss the latest and most imaginative strategies with the experts and get advice on your own particular redevelopment issues.

III: Cinema Opportunities

Discuss your cinema tenant needs, opportunities, and challenges with the industry’s leading decision makers. Hear the inside story about the latest technological and customer service advances, current expansion plans and deal structures, and niche products suitable for a range of conventional and unconventional locations and development types.

5:30 p.m.–6:45 p.m.
Networking Reception

Thursday, February 5, 2009

8:00 a.m.–12:30 p.m.
ULI registration desk open.

8:00–9:00 a.m.
Networking Coffee

9:00–9:45 a.m.
Featured Speaker

Animating Public Spaces Through Live Events
Aaron Paley,
President
Community Arts Resources

Paley will speak about the transformation of places through ephemeral cultural, inter-active and site-specific programming. Based upon his 25 years of experience producing festivals and events as well as his work as a planning consultant, Paley discusses the economic and social impact of bringing events to public spaces. His talk will address strategies for space transformation, specific case studies, and an eight point outline of best practices for this type of work.

9:45–10:45 a.m.
Interactive Sessions
(choose one)

I. In-Line Tenant Opportunities: Who’s Still Doing Deals?

Hear about the hottest tenants who are still looking for expansion opportunities, and find out what it takes to snag them for your development or main street. Expanding foreign (and some domestic) chains, exciting new retail concepts, and a range of temporary tenants are out there, and they are still signing deals.

II. Entertainment Reemerges as a Bright Spot in a Dismal Tenant Market

Small and medium-sized cultural and entertainment venues are emerging as important anchors for many of today’s retail-driven, mixed-use developments. Family-, children-, generation Y-, and sports-oriented attractions are proving to be amazing catalysts for successful shopping center and urban revitalization strategies. In this session you will hear about some of the most exciting active tenants, what their expansion plans are, and the types of deals and locations they are looking for.

10:45 a.m.–11:15 a.m.
Peer-to-Peer Networking Break

Informal small, issue-oriented tables will be set up in the display area for additional peer-to-peer conversation.

11:15 a.m.–12:15 p.m.
General Session

Where’s the Money, and Can You Get It?

The billion-dollar question these days is how to get access to capital at a time when it appears to be nowhere in sight. If you want to pursue a market-driven infill or redevelopment project, are there sources of capital that you can still approach to secure equity or debt financing? Are there emerging nontraditional sources that remain untapped? Can public financing make the difference? What do you have to do to secure financing in these difficult times? Hear from experts with money to invest who will provide you with insights and advice and help steer you in the right direction.

12:15 p.m.
Conference Ends



Optional Tour*

Thursday, February 5, 2009
12:30 p.m.–6:00 p.m.
Insider Tour
The Americana at Brand and Santa Monica Place

ULI offers one tour that will visit two suburban downtowns that are being reenergized by extraordinary retail mixed-use projects: The Americana at Brand in Glendale and Santa Monica Place in Santa Monica. These projects are putting their communities back on the map as must-see, must-visit destinations for residents of and visitors to the Los Angeles area, and they represent state-of-the-art retail and mixed-use development.

See and hear for yourself how these developments have been conceptualized, planned, designed, developed, tenanted, marketed, and paid for. The tours will include walk-throughs and briefings led by senior members of the development teams.

*An additional fee applies, box lunch included. Tour space is limited. You must be registered for the conference in order to participate with the tour.



Conference Speakers

Rob Anderson
President and Principal
Field Paoli
San Francisco, California

Bill Banowsky
Magnolia Pictures / Landmark Theatres / Carolina Cinemas
Austin, Texas

Henry Beer
Co-Chairman/Principal
Communication Arts, Inc.
Boulder, Colorado

Dena Belzer
Principal
Strategic Economics
Berkeley, California

Jill Bensley
President
JB Research Company
Ojai, California

David Blitz
President
Nebo Capital
Los Angeles, California

Lawrence S. Bond
Chairman
Bond Companies
Los Angeles, California

Randy Brant
Executive Vice President, Real Estate
Macerich
Santa Monica, California

Raymond Braun
Senior Vice President
Economics Research
Associates
Los Angeles, California

Thomas Brink
Vice President
RTKL Associates, Inc.
Dallas, Texas

Julie Brinkerhoff-Jacobs
President and Chief Financial Officer
Lifescapes International, Inc.
Newport Beach, California

James Butler
Chairman, Global Hospitality Group
Jeffers, Mangels, Butler & Marmaro LLP
Los Angeles, California

Henry L. Byma
Vice President and Senior Landscape Architect
JJR, LLC
Ann Arbor, Michigan

Donald K. Carter
President
Urban Design Associates
Pittsburgh, Pennsylvania

Rick J. Caruso
President and Chief Executive Officer
Caruso Affiliated
Los Angeles, California

Robert G. Crane
Vice President, Real Estate
Regal Entertainment Group
Knoxville, Tennessee

Jillian Detweiler
Senior Planner
TriMet Transit Agency
Portland, Oregon

Patrick Donahue
President and Chief Executive Officer
Donahue Schriber
Costa Mesa, California

Robert Dunphy
Senior Resident Fellow, Transportation
Urban Land Institute
Washington, D.C.

Brian Edwards
President/Chief Executive Officer
Edwards Technologies, Inc.
El Segundo, California

Jon Eisen
Managing Principal
StreetSense
Bethesda, Maryland

Pat Esgate
President
Esgate & Associates
Nyack, New York

Ian Gillis
President and Partner
Urban Community Partners, LLC
Monterey, California

Alan Goodkin
Managing Director
The Ackman-Ziff Real Estate Group LLC
New York, New York

James Grigsby
Chairman and Chief Executive Officer
JPRA Architect
Novi, Michigan

Greg R. Gunter
Vice President
3rd Works
Denver, Colorado

Scott Newton Hall
Senior Vice President
Real Estate and Development
Hollywood Theaters
Greenwood Village, Colorado

Hamid Hashemi
President and Chief Executive Officer
Ipic Entertainment
Boca Raton, Florida

Calvin E. Hollis II
Managing Principal
Keyser Marston Associates, Inc.
Los Angeles, California

Stephen C. Hopkins
President
Hopkins Real Estate Group
Irvine, California

Jeffrey M. Hudson
Chief Executive Officer
George Elkins Mortgage
Banking Inc.
Los Angeles, California

Brett Hutchens
President/CEO
Casto Lifestyle Properties
Sarasota, Florida

Jeff Kreshek
Principal – Leasing
CIM Group, Inc.
Los Angeles, California

Paul Kurzawa
Executive Vice President, Operations
Caruso Affiliated
Los Angeles, California

Philip S. Lanzafame
Director, Development Services
City of Glendale
Glendale, California

Christopher C. LeTourneur
President and Chief Executive Officer
MXD Development Strategists, Ltd.
Abbotsford, British Columbia

Whitney Livingston
Regional Director, Marketing
Madison Marquette
San Francisco, California

Tom Lockard
Managing Director
Stone and Youngberg, LLC
San Francisco, California

Charles A. Long
President
Charles A. Long Properties
Berkeley, California

Hunter Lovins
President and Founder
Natural Capitalism Solutions
El Dorado Springs, Colorado

Michael McManus
Senior Vice President, Construction & Development
Caruso Affiliated
Los Angeles, California

Lindley H. Miller, III
Project Manager
Wilson Meany Sullivan
San Francisco, California

Morgan Dene Oliver
Chief Executive Officer
Oliver McMillan
San Diego, California

Aaron Paley
President
Community Arts Resources
Los Angeles, California

Brian Ratner
Executive Vice President
Forest City
Cleveland, Ohio

Keith Ray
Principal-in-charge, Retail & Urban Mixed-Use Design
MVE & Partners, Inc.
Irvine, California

Tim Reed
Senior Vice President
Village Roadshow Gold Glass Cinemas
Westfield, Indiana

Max Reim
Managing Partner and Principal
Live Work Learn Play, LLP
Montreal, Quebec

Paul Richardson
President and CEO
Sundance Cinemas
Thousand Oaks, California

Ian Ritter
National Online Editor and Author of GlobeSt.com Counter Culture Retail Blog
GlobeSt.com
New York, New York

Shlomi Ronen
Senior Vice President
George Smith Partners, Inc.
Los Angeles, California

Todd M. Russell
Executive Vice President, Retail Leasing
Caruso Affiliated
Los Angeles, California

Jay M. Shapiro
President
JMS Advisory
Cambridge, Massachusetts

Cambridge, Massachusetts
Robert Shaw
President and Chief Executive Officer
Columbus Realty
Addison, Texas

Kathleen Shields
Senior Vice President
Simon Property Group
Indianapolis, Indiana

Charles P. Stilley
President
AMC Realty, Inc.
Kansas City, Missouri

Colton Sudberry
Senior Vice President, Development
Sudberry Properties, Inc.
San Diego, California

Lee Wagman
Chief Executive Officer
The Martin Group
Santa Monica, California

Kenneth P. Wong
Vice Chairman
The Related Companies
Los Angeles, California



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Related Offering

Retail Development Handbook

Fourth Edition, 2008
ULI Development Handbook Series
Anita Kramer et al.

Lavishly illustrated, this practical book covers best practices and proven techniques for developing new retail centers and transforming obsolete properties into lively hot spots.

Order #R43 online at www.uli.org/bookstore, or call 800.321.5011.