Agenda

1. Networking 1:00 to 1:15
2. Welcome and Introduction 1:15 to 1:35
   1. Craig Lewis, Principal and David Cassidy, Sr. Vice President, CallisonRTKL
   2. Paul Angelone, Sr. Director, ULI Curtis and Yvonne Yeung, CEO, SDG Strategies
3. The Future of Infrastructure and Real Estate Investment 1:35 to 2:05
   1. Moderator: Stephen Engblom, Senior Managing Director, CBRE
   2. Speaker: Spencer Levy, Global Client Strategist and Senior Economist, CBRE  
4. Group Activity—Defining Success and Opportunity 2:05 to 2:45: Co-benefits of Infrastructure at Regional, Neighborhood and Development scale
   1. Facilitator: William Anderson, Founding Principle, CITECON
5. Break 2:45 to 3:00
6. Frameworks/Best Practices to Implement Forward-Looking Infrastructure 3:00 to 4:00
7. Implementing and Financing Projects
   1. Moderator: Matthew Kwatinetz, Director, NYU Urban Lab
   2. Speaker: Renee Schoonbeek, Project Consultant, Arcadis
   3. Speaker: Kay Shelton, Vice President, Capital Planning, DART
   4. Speaker: Tony Avila, Managing Principal and Founder, Encore Capital
8. Breakout: Testing and Developing Frameworks 4:00 to 4:30: Overcome Inaction, Decide What Goes First, Optimize Existing/Building New
   1. Facilitator: Lucia Garsys, Senior Advisor, Hillsborough County
9. Key Takeaways from Session 4:30 to 4:45
10. Thank you and Travel to ULI Opening Reception 4:45

Speaker Bios

William Anderson, FAICP

Founding Principle

CITECON

As a sole proprietor, CITECON is a trusted advisor and team contributor. From home in San Diego, California, William (Bill) Anderson of CITECON works nationally and has engaged internationally, with project experience in over 25 states and in 9 countries. Bill served as a senior principal, planning director, or executive with organizations such as Economics Research Associates, the City of San Diego, AECOM, Arup, as President of the American Planning Association and the California Planning Roundtable, and as a lecturer of urban economics at the University of California, San Diego’s Urban Studies & Planning department. Bill offers principal level expertise related to integrated, comprehensive city & regional planning, land use, feasibility, and economic development to clients and teams as an independent collaborator.

Paul Angelone

Senior Director, Infrastructure

Urban Land Institute

Paul Angelone is a Senior Director at the Urban Land Institute, a nonprofit education and research organization that focuses on land use, real estate, and urban development. Paul leads the Curtis Infrastructure Initiative which identifies and promotes infrastructure solutions that make cities more equitable, resilient, and enhance long-term community value. Smart infrastructure investments are necessary for meeting ULI’s mission to positively shape the future of the built environment for transformative impact in communities worldwide. Hailing from the Midwest, Paul has a wide variety of policy, program management, and coordination experience at the international, national, and municipal levels with an ability to bring people together and manage complex processes. His professional knowledge spans topics such as real estate and community development, infrastructure, building resilience, and enabling effective governance. Paul holds an urban planning degree from Ball State University where he focused his studies on environmental and international planning. While at Ball State, Paul attended CEPT University in Ahmedabad, India.

Tony Avila

Managing Principal and Founder

Encore Capital

Tony Avila is a co-founder and Managing Principal of Encore Capital Management. He leads the investments and guides the strategic vision across the entire firm with a specific focus on California projects. Mr. Avila has overseen the acquisition and realization of twenty-five residential real estate projects on the West Coast. Mr. Avila is also the founder and Chief Executive Officer of Builder Advisor Group, a boutique investment banking firm that advises residential real estate and land development companies on financial transactions including capital raising, debt restructuring, and mergers and acquisitions. Through his family office, Mr. Avila has personally invested in numerous real estate projects in California since 1981. Mr. Avila is a member of the Urban Land Institute and sits on the Community Development Council. He graduated from the University of California at Berkeley in 1987 with a Bachelor of Arts in Political Economy of Industrial Societies and a Minor in Business Administration.

David Cassidy, Sr., AIA, NCARB

Principal; Technology Initiative Leader

CallisonRTKL

David Cassidy is a senior vice president in CallisonRTKL’s Dallas office. As the Retail Practice Area Lead, Cassidy is responsible for CallisonRTKL’s global retail efforts. He is also co-directing the advancement and synthesis of technology and mobility throughout the practice areas. With more than 35 years of diverse experience in retail and mixed use projects, Cassidy’s expertise includes design direction, architecture and planning for clients such as Bloomingdale’s, Saks Fifth Avenue, Hudson’s Bay, JCPenney, AT&T and the Ala Moana Center. In addition, his team-oriented and responsive approach delivers effective solutions and creative designs to consistently surpass clients’ expectations. He holds a bachelor’s degree in architecture and is licensed in 44 states.

Stephen Engblom,

Senior Managing Director

CBRE

As part of CBRE’s Infrastructure & Public Enterprise Sector team within its Global Workplace Solutions (GWS) business, Stephen advises government, quasi-government, and government-regulated clients seeking to transform their approach to resiliency, efficiency, equity and decarbonization across their real estate portfolios. His work helps CBRE clients translate emerging mandates and funding mechanisms into valuable strategies, enabling clients to focus on their core mission while optimizing real estate strategies and creating operational efficiencies. Stephen’s approach to urban design is to prioritize the human experience and minimize the ecological impacts while optimizing economic and technical aspects of a project. He advises cities and private developers around the world on major infrastructure programs and how they improve quality of life, redress socio-economic injustices, and create economic success.

Lucia Garsys,

Senior Advisor

Hillsborough County

Lucia’s broad experience is grounded in land use and infrastructure. She was an executive leader in Hillsborough County, FL where she transformed an organization of 2,000 dedicated but siloed professionals into an enterprise focused on community building. She consulted nationally to communities on economic development and redevelopment deploying creative financing techniques and robust community engagement. In the early 90’s, she introduced planning principles in re-emerging democracies of Eastern Europe that led to transparent processes in a half dozen cities. She served as a thought leader for the Board on the Built Environment for the National Research Council and its committees untangling complex national infrastructure funding issues. Lucia skillfully integrates diverse ideas into creative and pragmatic solutions. She translates technical underpinnings into public policy ranging from building a case for transportation referenda to the conversion of septic to sewer in disadvantaged communities. Her understanding of cradle-to-grave operations and fiscal impact enables her to negotiate creative public-private funding solutions using development agreements, pre-payment of impact fees and private debt financing backed by future development fees. She served as Chair of ULI Tampa Bay and is currently serves as its Governance Chair and is called to serve on ULI’s Advisory Panels.

Matthew Kwatinetz

Director

NYU Urban Lab

Professor Kwatinetz is a Clinical Assistant Professor of Real Estate Economics and the Director of the NYU Urban Lab. Previously, “Professor K” was the Executive Vice President of Asset Management for the New York City Economic Development Corporation. In that role he was in charge of managing the largest real estate portfolio in the five boroughs at over 65M square feet and encompassing such assets as the 42nd Street Development Project, Hunts Point Food Distribution Center and Brooklyn Army Terminal. For EDC, Professor K also ran PortNYC, the third largest port in the US, and also managed the team behind the launch and operations of the NYC Ferry, which is the largest expansion of commuter ferry service in US history. Kwatinetz was the lead on the Mayor’s Affordable Real Estate for Artists (AREA) program, which is the largest affordable artist work-space initiative in the country.

Spencer Levy,

Global Client Strategist and Senior Economist

CBRE    

Spencer Levy is Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate services firm in the world. In this role, he focuses on client engagement and public-facing activities, including thought leadership work performed in conjunction with CBRE Research. He also serves as Co-Chair of the Real Estate Roundtable’s Research Committee. Spencer is frequently quoted in major business publications and appears on business television, including CNBC, CNN, Bloomberg, PBS and Fox Business. Spencer is the host of CBRE’s podcast “The Weekly Take.” He is considered one of the most insightful commentators on issues of importance to commercial real estate.

Craig Lewis, FAICP, LEED AP, CNU-A

Principal; Global Practice Lead: Planning, Landscape, and Urban Design

CallisonRTKL

Craig is a passionate leader who assists public, private, non-profit and institutional clients realize the full range of benefits that flow from fully urban, walkable downtowns, neighborhoods, districts, and suburban centers and corridors. He combines time-tested urban design and community building principles with objective data grounded in the marketplace to chart a path to greater livability, equity, and sustainability. His expertise in new neighborhood design, placemaking, city form and structure, neighborhood and district regeneration, smart mobility, transit, multi-modal transportation, and form-based codes has been recognized with numerous international awards and billions in new investment.

Renee Schoonbeek,

Project Consultant

Arcadis

A visionary and results-driven urban planner, Renée Schoonbeek has a wealth of experience in both public and private sectors in strategic planning, economic and community development, and managing complex planning and design projects in dense, urban environments. She is based in Amsterdam and works as a Senior Consultant at Arcadis, a global leader in delivering sustainable design, engineering, and consultancy solutions for natural and built assets. Renée is part of the ULI Placemaking Council and ULI Infrastructure Forum leadership.

Kay Shelton,

Vice President, Capital Planning

DART

Kay Shelton is a Vice President for the Capital Planning Division of Dallas Area Rapid Transit (DART).  She has more than 20 years of transportation planning experience, ranging from small site-specific studies to large, complex corridor projects and agency-wide transit system plans. She managed the planning phase of the DART Northwest Corridor Green Line, a nearly $1 billion project that opened in 2010, and is actively involved in project development for the D2 Subway and Silver Line Rail projects. Kay also managed the DART 2045 Transit System Plan update which was approved in January 2022, leads the agency’s Sustainability Program, and will be initiating a 10-year agency Strategic Plan this fall. She joined DART in October 2000 and was a consultant with BRW/URS Corporation prior to that and is also a past president of the Dallas/Fort Worth Chapter of Women’s Transportation Seminar (WTS).

Yvonne Yeung, MBA, PMP, LEED ND AP, CSLA, OALA

CEO

SDG Strategies

Yvonne Yeung is the CEO of SDG Strategies – a strategy consulting firm based in Canada, an Advisory Board member of ULI Toronto District Council leading the “ULI Getting to Transit-Oriented Communities Initiative, ” and the Vice-chair of ULI National SDRC Product Council, conducting research on international best practices of leveraging transit, social and education infrastructure to deliver healthy, walkable, vibrant complete communities. With over 20 years of public and private sector experience delivering Transit-oriented communities and great public spaces worldwide, Yvonne’s projects have won numerous international and national design and planning awards.  Through active national and international collaboration with the academia, non-profits, and UN-Habitat’s SDG Cities Initiative, her work focuses on informing how cities can better position infrastructure investment to deliver healthy, vibrant, equitable, walkable complete communities nationally through synergistic collaboration as a blueprint. Yvonne is a graduate of the University of Toronto Faculty of Architecture, Landscape and Design, and holds an Executive Master of Business Administration from the Rotman School of Management.  She is a LEED accredited professional with a specialty in Neighbourhood Development, a founding board member of the OALA Ground Editorial, a past member of the City of Toronto Public Art Commission, the CSA Canadian Standards Association Design Standards Committee and the Green Building Certification Institute LEED Review Committee.  She is a ULI Women’s Leadership Initiative Champion and has served as a speaker at AMCTO Municipal Leadership Forum, University of Toronto School of Cities, Urban Land Institute, Urban Economy Forum, UN-Habitat, Civic Action, Janes Walk, and Smart Cities Expo.

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The ULI Curtis Infrastructure Initiative identifies and promotes forward-looking infrastructure investments that are equitable and resilient and that enhance long-term community value.