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Monterey Conference & Deal Making Monterey Conference Center Monterey, CA | March 7 – 8, 2019 #ICSC Program

Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

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Page 1: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

Monterey Conference & Deal MakingMonterey Conference Center Monterey, CA | March 7 – 8, 2019#ICSC

Program

Page 2: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

2

Monterey Conference & Deal Making

To register visit www.icsc.org/2019N1 To register visit www.icsc.org/2019N1

WEDNESDAY MARCH 6

Optional Event: Golf Tournament 12:00 – 4:30 pm

Carmel Valley RanchSeparate Registration is required. Please see the included Golf Registration Form, or sign up online at www.icsc.org/2019N1

THURSDAY MARCH 7

Registration7:30 am – 6:00 pm

ICSC First-Timers, New Member and Student Orientation8:15 – 9:15 am

Whether you are a new ICSC member or this is your first meeting, we can help to make the most out of your experience. We will also provide new members and students a quick overview of ICSC programs and services and tell you how best to utilize ICSC's many career-advancing resources.

MODERATORSChuck ShawCOOFite Development CompanySacramento, CA

Douglas WieleFounding PartnerFoothill PartnersEl Dorado Hills, CA

Continental Breakfast 8:15 – 9:15 am

No breakfast service after 9:15 am.

Deal Making9:00 am – 4:00 pm

Space is limited, see the Deal Making Booth Request Form for information. One booth per company will be offered on a first-come, first-served basis. Please visit www.icsc.org/2019N1 to reserve your space.

Retailer Central9:00 am – 4:00 pm

Retailers qualify for a complimentary exhibit space in Retailer Central—see below for more information.

Welcome and Introduction to the Program9:15 – 9:30 am

Stephen Stwora-HailICSC 2019 Monterey Conference & Deal Making Program Planning Committee ChairPartnerCohen Durrett Attorneys at LawSacramento, CA

Dean IsaacsICSC 2019 Monterey Conference & Deal Making Program Planning Committee ChairPrincipalPeninsula Development AdvisorsFoster City, CA

TAKE ADVANTAGE OF ICSC’s RETAILER PROGRAM ICSC Retailer Members are being offered a complimentary table in Retailer Central. This is a wonderful opportunity for retailers to promote their brand and discuss expansion plans with shopping center owners and developers. In addition to staffing a table, participating retailers must complete a deal sheet that details their space requirements and expansion plans. Retailer Central exhibits must be staffed by retail employees. Third-party representatives are not eligible for a complimentary table. Advance registration is required —visit www.icsc.org/2019N1 for more details.

We are back, after a very successful 2018 conference, at the newly renovated Monterey Conference Center. Join us to make deals and connections during ICSC’s gathering of retail real estate professionals. In between expert-led sessions, you’ll network, generate new business and spark new ideas to implement in our fast-paced industry.

Page 3: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

Hotel | City, State | Month 00 – 00, 2016 | #Hashtag

3

Monterey Conference Center | Monterey, CA | March 7 – 8, 2019 | #ICSC

To register visit www.icsc.org/2019N1

General Session I 9:30 – 10:30 am

Re-Lease, Re-Use or Re-Develop? As consumer habits change, shopping centers have to change with them. Our panel of experts will discuss what retail landlords and developers are doing to reinvent their centers to keep shoppers coming – what is working and what trends to look for in the near future.

MODERATORPatrick McGaugheyDirector of InvestmentsParagon Commercial GroupPalo Alto, CA

PANELISTSDavid S. GoldmanManaging PartnerLGB Real Estate Companies, LLCLos Angeles, CA

Reed MouldsManaging DirectorSand Hill Property CompanyPalo Alto, CA

Blair PolachekSenior Vice President – LeasingSeritage Growth PropertiesPhoenix, AZ

Connie VercelesEconomic Development ManagerCity of Sunnyvale Sunnyvale, CA

General Session II 10:45 – 11:45 am

The Evolution of Retailing Technology and retail are now working together to enhance the customer experience. From cashier-less tech speeding up the transaction process to analyzing site selection criteria for better locations, retailers are trying to make shopping easier and more efficient. Join us to hear from those creating and implementing the tech as we explore these new times.

MODERATORJeff BadstubnerSenior Vice President, Retail Market LeadJLLSan Francisco, CA

PANELISTMike FogartyFounder & CEOChoice MarketDenver, CO

Lunch Served12:00 – 12:45 pm

No lunch service after 12:45 pm.

ICSC Update12:45 – 1:00 pm

Leslie FoxSenior Vice President, Membership & StrategyICSCNew York, NY

Peter JacobsonManager State & Local GovernmentRelations, Western RegionICSCEvergreen, CO

Matthew HargroveCalifornia Business Properties AssociationSacramento, CA

Keynote Presentation1:00 – 2:00 pm

Generation Nation 2019: Making Sense of a Shifting WorldTo remain fresh and relevant, retailers need to re-frame how they think about and connect with consumers of all ages and better understand each generation’s inherent values and attitudes. Sharing insights from “Generation Nation 2019,” this session will provide generational insight and a revealing look at what’s on the minds of Gen Z, Millennials, Generation X and Boomers.

Michael WoodPartner747 Insights, LLCChicago, IL

Page 4: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

4

Monterey Conference & Deal Making

To register visit www.icsc.org/2019N1 To register visit www.icsc.org/2019N1

Special Industry Groups (SIGs) Choose from three SIGs2:15 – 3:00pm

Legal UpdateRethinking Center CC&Rs and EntitlementsAs the retail industry evolves, the laws governing shopping centers are also evolving, causing attorneys to have to rethink how they approach shopping center deals. Come hear how legal developments are impacting the way shopping centers are "papered up": from deal points, to CC&Rs, to entitlements.

PANELISTSMichael Di GeronimoAttorney, ShareholderMiller Starr RegaliaWalnut Creek, CA

Miriam MontesinosOf CounselPelosi Law GroupSan Francisco, CA

Stephen Stwora-HailICSC 2019 Monterey Conference & Deal Making Conference Program Planning Committee ChairPartnerCohen Durrett Attorneys at LawSacramento, CA

Property ManagementProperty Management in a Changing WorldRetail continues to evolve as does the world of property management. Join our fast paced discussion on the importance of developing new talent, technology in the workplace, inter-disciplinary collaboration and more. Bring your thoughts, questions and ideas as well.

PANELISTSBill Andrews, CSMVice President Asset ManagementInter-Cal Real Estate Corp.Sacramento, CA

Elizabeth Ringbom, CRX, CSMSenior Vice PresidentJLLMill Valley, CA

P3How the Evolution of Retail is Playing Out in Emerging California MarketsWhile new retail concepts and prototypes are often tested first in urban environments, the changing nature of retail is also impacting project development and tenant decisions in suburban communities and areas of growth outside the urban core. Hear about case studies from the developer, tenant and public sector perspective. Panelists will include Studio Movie Grill, Shappell Properties (tentative) and more!

MODERATORSChristina BriggsICSC Northern California P3 Public ChairDeputy Director of Economic DevelopmentCity of FremontFremont, CA

Alison WarnerICSC Northern California P3 Private ChairSenior Manager, InvestmentsRegency CentersWalnut Creek, CA

Member-Hosted Reception4:30 – 6:00 pm

Exciting New Venue: The Barns at Cooper Molera502 Munras Avenue, Monterey, CA 93940

Newly completed project of Foothill Partners and Deacon Construction. Read their history at coopermolera.org

Easy walk: 0.4 mile from the Conference Center, up Alvarado Street.

Corporate sponsorship opportunities are available. For more information, please visit www.icsc.org/2019N1, refer to the Sponsor Form or contact Michael Belli at +1 714 313 1942 or [email protected].

Page 5: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

Hotel | City, State | Month 00 – 00, 2016 | #Hashtag

5

Monterey Conference Center | Monterey, CA | March 7 – 8, 2019 | #ICSC

To register visit www.icsc.org/2019N1

FRIDAY MARCH 8

Registration8:00 am – 12:00 pm

Continental Breakfast in Exhibit Hall8:00 – 9:00 am

No breakfast service after 9:00 am.

Deal Making8:00 am – 12:00 pm

Retailer Central8:00 am – 12:00 pm

Retailers' Runway9:00 – 10:30 am

MODERATOR Stephen LaBongeRegional Director of Real EstateCVS HealthWoonsocket, RI

Interested in presenting at Retailers' Runway? Contact Stephen LaBonge at [email protected].

Conference Adjourns12:00 pm

Program information current as of January 25, 2019.

THANK YOU TO OUR SPONSORS

Global

Gold

Silver

Bronze

Page 6: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

To register visit www.icsc.org/2019N16

Monterey Conference & Deal Making

To register visit www.icsc.org/2019N1 To register visit www.icsc.org/2019N1

DIVISIONAL VOLUNTEER LEADERSHIPWilliam B. Horner, CRX, ICSC Trustee and ICSC Western Division Vice President, LA Fitness

Gregory Valladao, ICSC Western Division Government Relations Committee Chair, Cushman & Wakefield, Inc.

Kirsten Hall, ICSC Western Division P3 Public Chair, City of Peoria

Christine Firstenberg, ICSC Western Division P3 Private Chair, Metrovation

Alesha Shemwell, ICSC Western Division Innovation Chair, Bellevue Square Managers, Inc.

Jim Reynolds, ICSC Western Division Retail Chair, Great Clips, Inc.

Mitchell Hernandez, ICSC Western Division Next Generation Chair, Beta Retail, Inc.

STATE VOLUNTEER LEADERSHIPMorgan Read, ICSC Northern California State Director, Read Investments

Robert Cord, ICSC Northern California Government Relations Chair, Advisors Commercial Real Estate

Alison Warner, ICSC Northern California P3 Private Chair, Regency Centers

Christina Briggs, ICSC Northern California P3 Public Chair, City of Fremont

Amber Wright, ICSC Northern California Operations Chair, Retail Opportunity Investments Corp.

Chad Eisenbud, ICSC Northern California Operations Co-Chair, Madison Marquette

Della Chow, ICSC Northern California Retail Chair, Foot Locker

Josh Shumsky, ICSC Northern California Next Generation Chair, Newmark Knight Frank

PROGRAM PLANNING COMMITTEEStephen Stwora-Hail, ICSC 2019 Monterey Conference & Deal Making Program Planning Committee Chair, Cohen Durrett Attorneys at Law

Dean Isaacs, ICSC 2019 Monterey Conference & Deal Making Program Planning Committee Co-Chair, Peninsula Development Advisors

Kristin Anderson, Eric F. Anderson, Inc.

Bill Andrews, Inter-Cal Real Estate Corp.

Jeff Badstubner, JLL

Carmelita Botelho, Grocery Outlet

Tracy Chiao, Newmark Knight Frank

James Chung, Cushman & Wakefield, Inc.

Paul Cunha, Deacon Construction, LLC

Michael Di Geronimo, Miller Starr Regalia

Dixie Divine, Prime Commercial, Inc.

Christine Firstenberg, Metrovation

Ronald Gerber, City of Vallejo

David Greensfelder, Greensfelder Commercial Real Estate, LLC

Stephen LaBonge, CVS Health

Jeffrey Leon, HLA Ventures

Ken Lowney, Lowney Architecture

Patrick McGaughey, Paragon Commercial Group

Miriam Montesinos, Pelosi Law Group

Elizabeth Ringbom, CRX, CSM, JLL

Tim Seiler, John Cumbelich & Associates

Chuck Shaw, Fite Development Company

Scott Singer, Ring Hunter Holland & Schenone, LLP

Douglas Wiele, Foothill Partners

Page 7: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

7To register visit www.icsc.org/2019N1

Monterey Conference & Deal Making

Monterey Conference Center Monterey, CA | March 7 – 8, 2019 | #ICSC

To register visit www.icsc.org/2019N1

How to RegisterFax: +1 732 694 1800Online: www.icsc.org/2019N1Mail: ICSC

P.O. Box 419822 Boston, MA 02241-9822

Registration Fees Advance On-SiteMember* $350 $425Non-Member $700 $850Public Official Member $95 $125Retailer Member** $0 N/AStudent Member*** $50 N/A

*Must be an ICSC member or affiliate member—visit www.icsc.org/membership or call +1 646 728 3800 to join.

**Advance registration is required—there is no on-site complimentary registration. Third-party retail representatives are not eligible. ***On-site student registration is not available—advance registration isrequired.

DeadlineAdvance registrations must be received by February 28, 2019.

Hotel ReservationsA block of rooms has been reserved at:Portola Hotel & SpaTwo Portola PlazaMonterey, CA 93940Rate: $234 Single/Double OccupancyCut-Off Date: Monday, February 18, 2019

To make a reservation, visit www.icsc.org/2019N1. For assistance, call +1 877 541 9876, or internationally at +1 312 527 7300.

Continuing Education CreditICSC-Certified professionals earn 1.0 credit (A3) towards CRRP certification renewal.

CancellationsAll cancellations are subject to a $100 cancellation fee ($25 for Public Official/Student Members). No refunds will be given for cancellations received after February 28, 2019.

Special NeedsAnyone desiring an auxiliary aid for this meeting should notify Kerrie Bond-MacInnes at +1 646 728 3658 no later than February 1, 2019.

Terms, Conditions and RulesThis Registration Form is subject to ICSC Terms, Conditions and Rules for Event Registrants available at www.icsc.org/event-terms-and-conditions, which are hereby incorporated by reference.

REGISTRATION AND HOTEL

Please Check One: Member Non-Member Public Official Member Retailer Member (online registration only) Student Member

Name Title

Company

Address

City State/Province Zip/Postal Code

Telephone Fax

Email Your Membership I.D. # (2019N1)

REQUIRED FOR NON-U.S. APPLICANTS: Date of Birth Country of Citizenship

Please check here if any of the above information has recently changed.

Method of Payment (No cash accepted in advance or on site.)

Check made payable to ICSC enclosed for $ MasterCard Visa AMEX Discover $

Name (as it appears on credit card) Signature

Credit Card Number (include all digits) Expiration Date (month/year)

Page 8: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

8 To register visit www.icsc.org/2019N1

Monterey Conference & Deal Making

Monterey Conference Center Monterey, CA | March 7 – 8, 2019 | #ICSC

Visit www.icsc.org/2019N1 to request an exhibit space.

DEAL MAKING BOOTH INFORMATIONICSC's floor plan management system, Map Your Show, allows you to book and pay for your booth space online—visit www.icsc.org/2019N1 or contact Carlos Baudett for a booking link.

RETAILER CENTRAL TABLE INFORMATIONICSC Retailer Members are being offered a complimentary table in Retailer Central. This is a wonderful opportunity for retailersto promote their brand and discuss expansion plans with shopping center owners and developers. In addition to staffing a table, participatingretailers must complete a deal sheet that details their space requirements and expansion plans. Retailer Central exhibits must be staffed by retailemployees. Third-party representatives are not eligible for a complimentary table.

WhenThursday, March 7, 2019 | 9:00 am – 4:00 pm Friday, March 8, 2019 | 8:00 am – 12:00 pm

CostThere is no cost to reserve a table, but each person staffing the table must be an advance registrant.

Includes• One 4' counter-height draped table• One stool• Company sign

Who QualifiesRetailer Members

How to Sign UpVisit icsc.org/2019N1, click on the red Registerbutton located on the top right side of the pageto sign up as complimentary retailer and torequest your table.

Guidelines• Table must be staffed at all published

days/times• Exhibits must not hang over the

edge of the table• Exhibits must not rise more than

3’ above the table• No floor easels• No electrical equipment• No balloons• One table per company• No food service permitted

AvailabilityTables are placed in alphabetical order. ICSC cannot guarantee that you will not be placed near a competitor. No on-site table requests will be accommodated .

DeadlineICSC must receive your table application by February 21, 2019 in order to participate in Retailer Central. No on-site requests will be accommodated.

CancellationsNotify ICSC immediately if you must cancel.

NotificationYou will receive an email confirmation approximately two weeks prior to the start of the conference. If you do not receive confirmation, please contact Megan Hoole.

ContactMegan Hoole Retail Initiatives AssociateTel: +1 646 728 3531 | Email: [email protected]

WhenThursday, March 7, 2019 | 9:00 am – 4:00 pm Friday, March 8, 2019 | 8:00 am – 12:00 pm

FeesCheck or credit card accepted as payment. Make check payable to ICSC. Booth fee is non-refundable. Member Non-MemberPackage A - per 10’ x 10’ $655 $940Package B - per 10’ x 10’ $755 $1,040

x = Booth Quantity Fee Total

IncludesOne full conference badge per exhibiting company. NOTE: Each additional staff person must be a paid registrant of the 2019 ICSC Monterey Conference & Deal Making. (No Exceptions) Package A – (per 10’ x 10’) • Pipe & drape (not provided with island booths) • Standard carpeting• Company ID sign

Package B – (per 10’ x 10’)• Pipe & drape (not provided with island booths)• Standard carpeting • Company ID sign • One 6’ draped table• Two chairs• One wastebasket

Guidelines • Exhibits must not extend beyond the boundaries of the booth. • All exhibitors are required to provide General Liability insurance naming

ICSC, GES, and the Monterey Conference Center as co-insured to the listed ICSC contact.

• Please adhere to the height restrictions as outlined in the ICSC Display Rules and Regulations (available in the exhibitor dashboard).

• All guidelines are subject to regulations of venue and ICSC.

Directory DeadlineIn order to be listed in the Deal Making Directory, ICSC must receive your exposition agreement with full payment by January 11, 2019.

CancellationsNotify ICSC immediately if you must cancel your exhibit space. All voluntary canceled exhibits are non-refundable and non-transferable.

NotificationYou will receive an email Booth Confirmation from ICSC three months prior to the conference, if a booth has been reserved for you. If you do not receive an email regarding the status of your request, contact Carlos Baudett at [email protected].

ContactCarlos BaudettTrade Expositions Department Tel: +1 646 728 3477 | Email: [email protected]

Terms, Conditions and RulesThis application is subject to ICSC Terms, Conditions and Rules for Exhibitors available at www.icsc.org/event-terms-and-conditions, which are hereby incorporated by reference.

Page 9: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

9To register visit www.icsc.org/2019N1

Monterey Conference & Deal Making

Monterey Conference Center Monterey, CA | March 7 – 8, 2019 | #ICSC

9

OPTIONAL EVENTGOLF TOURNAMENTWhenWednesday, March 612:00 – 4:00 pm

WhereCarmel Valley RanchOne Old Ranch Road, Carmel, CA 93923

Fee$110 (non-refundable) per player via check made payable to ICSC. Includes green fees, cart fees and boxed lunch.

Golf ContactScott W. SingerTel: +1 925 203 4874Email: [email protected]

Please NoteSpace is limited to 144 players and will be confirmed on a first-come, first-served basis.

Please pre-arrange your foursome.

1.

2.

3.

4.Note: Please coordinate your choices with each other.

Net Division: or

Gross Division: or

Established Handicap: or

Estimated Handicap:

Name Title

Company

Address

City State/Province Zip/Postal Code

Telephone Fax

Email Your Membership I.D. # (2019N1)

REQUIRED FOR NON-U.S. APPLICANTS: Date of Birth Country of Citizenship

Please check here if any of the above information has recently changed.

Method of Payment Check made payable to ICSC enclosed for $ MasterCard Visa AMEX Discover $

Name (as it appears on credit card) Signature

Credit Card Number (include all digits) Expiration Date (month/year)

ICSC ContactKerrie Bond-MacInnes Tel: +1 646 728 3658Email: [email protected]

Return Completed Form and Payment toICSC RegistrationP.O. Box 419822 Boston, MA 02241-9822Fax: +1 732 694 1800

Terms, Conditions and RulesThis Registration Form is subject to ICSC Terms, Conditions and Rules for Event Registrants available at www.icsc.org/event-terms-and-conditions, which are hereby incorporated by reference.

Page 10: Monterey Conference & Deal Making · Senior Vice President, Retail Market Lead JLL San Francisco, CA PANELIST Mike Fogarty Founder & CEO Choice Market Denver, CO Lunch Served 12:00

10 To register visit www.icsc.org/2019N1 To register visit www.icsc.org/2019N1

Monterey Conference & Deal Making

Monterey Conference Center Monterey, CA | March 7 – 8, 2019 | #ICSC

SPONSORSHIP INFORMATION

Please Check One: Platinum Gold Silver Bronze Reception

Name Title

Company

Address

City State/Province Zip/Postal Code

Telephone Fax

Email Your Membership I.D. # (2019N1-S)

REQUIRED FOR NON-U.S. APPLICANTS: Date of Birth Country of Citizenship

Please check here if any of the above information has recently changed.

Method of Payment

Check made payable to ICSC enclosed for $ MasterCard Visa AMEX Discover $

Name (as it appears on credit card) Signature

Credit Card Number (include all digits) Expiration Date (month/year)

Return Completed Form and Payment toMonterey Conference & Deal MakingP.O. Box 419822 Boston, MA 02241-9822

ICSC ContactKerrie Bond-MacInnesTel: +1 646 728 3658 Email: [email protected]

DeadlineSponsorship must be received by January 19, 2019 to be recognized at the conference.

Reminders Payment, either by credit card or check payable to ICSC, must accompany the Sponsorship Form.Email your company logo (.jpeg and .eps format) to Esther Boyce: [email protected].

Terms, Conditions and RulesThis sponsorship application is subject to the Terms and Conditions for ICSC Sponsorship Opportunities available at www.icsc.org/event-terms-and-conditions, which are hereby incorporated by reference.

Sponsor ContactsMichael Belli (Western USA and Canada)Tel: +1 714 313 1942 | Email: [email protected]

Amie Leibovitz (Southern and Midwest USA, Texas and Puerto Rico)Tel: +1 773 360 1179 | Email: [email protected]

Rita Malek Tel: +1 646 728 3539 | Email: [email protected]

Sally StephensonTel: +1 847 835 1617 | Email: [email protected]

BenefitsPlatinum

$7,000 (Maximum 4

Sponsors)

Gold$5,000

Silver $3,000

Bronze$1,500

Reception$500

Company logo on lanyards ■

One full page ad in printed event directory* ■ ■

One half page ad in printed event directory* ■

Two SCT Week insertions (pre-show Issue and week of event) ■

One SCT Week banner ad (pre-show issue) ■

Company logo prominently placed on on-site event signage ■ ■ ■ ■

Company logo prominently placed on final program mailer* ■ ■ ■ ■

Company logo and URL on event web page ■ ■ ■ ■

Company logo and URL on event emails ■ ■ ■

Company logo prominently placed on "Thank You" page of event directory* ■ ■ ■ ■

Company name on "Thank You" page in event directory* ■

Company logo to loop on digital screens at luncheon and select event functions ■ ■ ■ ■

Company logo on event signage at entrance of Member-Hosted Reception ■ ■ ■ ■ ■

Sponsor ribbon for all registered company attendees ■ ■ ■ ■ ■

*Pending production deadline dates.