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SIOR (Society of Industrial & Office Realtors®)
2008 SIOR FALL WORLD CONFERENCE
Conference Dates: October 30 - November 1
Location: Hilton Minneapolis · Minneapolis, MN USA |
Conference Schedule
Educational Sessions
Thursday, October 30
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2:00 pm-3:30 pm |
Opening General Session:
Relationships for Revenue Growth
Audio Presentation -
full session
Audio Presentation - Keynote
Speaker Only
Handout - Speaker Slides (PDF)
*Note: Audio presentation only available until March 4, 2009
Speaker: Keith Ferrazzi
Keith Ferrazzi is one of the rare individuals who discovered the
essential formula for making his way to the top -- a powerful
and balanced combination of marketing acumen and networking
savvy. Both Forbes and Inc. magazines have designated him one
of the world's most "connected" individuals.
As Founder
and CEO of Ferrazzi Greenlight, he provides market leaders with
advanced strategic consulting and training services to increase
company sales and enhance personal careers. Ferrazzi Greenlight
strategically leverages the insight of its executives, whose
careers span the highest echelons of corporate America, along
with principles from Ferrazzi's best-selling book, Never Eat
Alone. Never Eat Alone has been recognized as one of the best
business books of 2005, 2006, and 2007 (three years in a row
since its publication in 2005). |
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3:40 pm-5:00 pm |
Concurrent Educational
Sessions
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1. Wall Street
and Commercial Real Estate
Audio Presentation
Handout - Slide Presentation
Speaker: Everett A. (Allen) Greer, Bank of America
Join Allen Greer, Director of Research at Bank of America's
Real Estate Risk Assessment Division as he looks at today's
economy and it's effect on the commercial real estate market.
Topics covered include:
1) CMBS/CDO/RIET Industries
2) Size/Impact of Capital Markets
3) Deal Structures
4) Capital Market Yields
5) Rating Agencies/Risk Rating Trends
6) Real Estate Trends
7) Capitalization Rate - Interest Rate Lag
8) What's Next?
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2. Business
Development and Cold Calling
Sponsored by REALTORS Commercial Alliance
Audio Presentation
Handout - Slide Presentation
Speaker: Peter Quinn, SIOR, Cushman & Wakefield
Most people
would agree that cold calling and business development is the
most difficult part of sales. The brokers that can master the
art of business development control their future. In this
course, you will learn the six secrets to successful
cold-calling. You will recognize and understand why business
development and cold-calling is so difficult. You will learn to
define your personal constitution. You will discover the power
of a good thirty second commercial that doesn’t sound like a
commercial. This course will introduce techniques that
guarantee that you will improve your business development skills
by redirecting your business development and prospecting goals
to be activity driven and assisting you to prioritize and apply
proper relationship management.
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3.
Sustainability/Green
Sponsored by Ware Malcomb
Audio Presentation
Speaker: John Patelski, A. Epstein and Sons, Intl.
This session will describe the LEED (Leadership in Energy
and Environmental Design) certification levels used by the US
Green Building Council (USGBC) - Certified, Silver, Gold, and
Platinum. From an industrial perspective, the discussion will
illustrate the environmental impact of warehousing and
distribution facilities and the financial impact of sustainable
design and LEED certification. A case study of one of the
largest LEED-Gold distribution centers in the U.S. will be
featured. In addition, the session will highlight sustainable
design techniques for industrial buildings and how they affect
the planning of new facilities and the operation of existing
facilities. Lastly, commercially viable upgrades will be
identified that directly benefit the environment and the
operational bottom line.
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4. US Trade Flow
Dynamics: Identifying Warehousing Paths of Growth
Audio Presentation
Speaker: Jon DeCesare, World Class Logistics Consulting,
Inc.
During this session, attendees will learn how shifting U.S.
trade flows are impacting demand drivers for warehouse
facilities. This session will provide a good understanding of
these dynamics and vehicles for identifying paths of growth.
Specific case examples will be used throughout the presentation.
The paths of growth analysis methodology presented have proven
useful for a variety of purposes, including:
1) Industrial real estate land investment and development
strategies
2) Individual property promotional activities
3) Facility site selection and supply chain network optimization
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Friday, October 31
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9:00
am-10:30 am |
General Session -
ProLogis Speaker Series:
The Acceleration of Technology in the 21st Century: The Impact
on Business, the Economy, and Society
Sponsored by
ProLogis

Audio Presentation - Full
Session
Audio Presentation - Keynote
Speaker Only
*Note: Audio presentation only available until March 4, 2009
Speaker:
Ray Kurzweil
Ray
Kurzweil
has been described as “the restless genius” by the Wall Street
Journal, and “the ultimate thinking machine” by Forbes. Inc.
magazine which also ranked him #8 among entrepreneurs in the
United States,
calling him the “rightful heir to Thomas Edison,” and PBS
included Ray as one of 16 “revolutionaries who made America,”
along with other inventors of the past two centuries.
As one of the leading inventors of our time, Ray was the
principal developer of the first CCD flat-bed scanner, the first
omni-font optical character recognition, the first
print-to-speech reading machine for the blind, the first
text-to-speech synthesizer, the first music synthesizer capable
of recreating the grand piano and other orchestral instruments,
and the first commercially marketed large vocabulary speech
recognition.
Ray's latest book, The Singularity Is Near, was a New
York Times best seller. |
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10:40 am-12:00 noon |
Concurrent
Specialty Practice Boards |
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1.
Corporate Services Specialty Practice Board: The Real Story of LEED Certification
Audio Presentation
Panelists:
John A. Buckel, SIOR, Capital Partners
John Patelski, A. Epstein & Sons
Paul von Paumgartten, Johnson Controls
The panelists will present three perspectives on effectively
managing the LEED certification process, including using a
computer-based LEED certification tool designed to provide a
cost/benefit analysis of what steps to undertake in the
certification process. Get detailed cost comparisons of LEED vs.
non-LEED buildings, and hear from a LEED Accredited Professional
(AP) about the pitfalls of the certification process with a view
to how the AP adds value. Get the true economic cost of LEED
certification.
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2. Distribution and Logistics Specialty Practice Boards and
Tenant Representation Specialty Practice Board Joint Session:
Broker Selection Process from the Client's Perspective: Criteria
for Hiring a Broker - Roles, Responsibilities, and Expectations
Audio Presentation
Panelists:
Ann Brown, Medtronic, Inc.
Kristine Fisher, Andersen Corporation
Restor Johnson, UnitedHealth Group
Jim Scannell, TravelersThis joint session will be your chance to hear first-hand
from a collection of corporate real estate directors about:
1) their criteria for determining whether or not to hire a
broker for a project.
2) the criteria they use when hiring the broker.
3) their expectations for the professional they hire.
Panelists will include corporate real estate directors who will
present the good, the bad, and the ugly they have experienced
from commercial real estate brokers from around the country.
They will provide experienced based insight as to what brokers
can do to increase the likelihood of getting hired and what some
brokers have done to get fired. Get a very candid brokerage
"report card" from our clients.
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2:00 pm-3:30 pm |
Roundtable Discussions
The most up-to-date list of
roundtables will be provided at the Roundtable Discussions
on-site in Minneapolis. These informal educational
programs take a "roll up your sleeves" approach to addressing
timely and practical issues.
BTS Analysis on a Napkin
- John Barker, Jr., SIOR
A Developer's Perspective on the Current Financial Market
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David Cuda
A Firsthand Look Into Effective Marketing - Bill
Gladstone, SIOR
How to Manage Agents in Today's Challenging Market -
Graham Bryan, SIOR
Investment Sales for Industrial Real Estate - Jack
Fraker, SIOR
Leverage SIOR as an Independent Broker - Ted
Anspacher, SIOR
LOI Techniques - James Hochman, Esq.
Office Tenant Representation - Russ Jobson, SIOR
The Paperless Office - Mark Duclos, SIOR
Ports: West Coast vs. East Coast - Trey
Hollingsworth
Structured Sales: Will They Outpace 1031s? - Don
Murphy
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3:40 pm-5:00 pm |
Concurrent Educational
Sessions
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1. Synergistic
Sales Success
Audio Presentation
Handout - Slide Presentation
Speaker: David Blanchard, NAI Global
This session is training for new brokers, as well as a
back-to-basics course that brokers with many years of experience
will appreciate. Examine the power of differentiating yourself
from the competition and renew your knowledge and use of
leadership skills! Topics covered include: leadership and
salesmanship, teamwork, relationship maintenance, individual
business visions, and how to put it all to work in your career
and make more money for your clients and YOU!
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2. Time Saving
Technology Best Practices - by the Young Professionals
Audio Presentation
Moderator: Angela West, CB Richard Ellis
Panelists:
Geoff Kasselman, SIOR, Op2mize
Kristin Geenty, SIOR, The Geenty Group REALTORS
Stephen Kapp, SIOR, Cornish & Carey Commercial
SIOR Young Professionals will showcase technology best
practices to help brokers become more effective in time and
client management. A panel discussion on technology best
practices and making sense of the social networking jungle will
explain the different applications/mediums available. Panelists
and attendees will also share best practices on how to apply
technology platforms and social networking to your business and
professional development.
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3. Taking
the Risk Out of Working with Brokers in Europe: Enhancing the
Relationship with your Client
Audio Presentation
Speakers:
Kevin Mersh, SIOR, NB Real Estate
Frederic Schneider, SIOR, NB Real Estate
This session will show you how, by working with your
European colleagues, you can strengthen your relationship with
your U.S.-based clients. Topics covered include:
1) Different market practices
2) Lease terms and key negotiation issues
3) Remuneration in Europe and how to structure the fee agreement
to make more money
The presenters will conclude the session by presenting case
studies of various projects that they have conducted for U.S
brokers covering acquisitions, disposals, rent review,
dilapidations, and statutory lease renewals.
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4. Facilities
Planning in a Changing Health Care Environment
Sponsored by Clayco
Audio Presentation
Speaker: Douglas Holtan, Mayo Clinic
Be flexible. Plan for change. They are key approaches to
master planning for Mayo Clinic's downtown Rochester, MN campus,
which encompasses 60 buildings and 12 million square feet. Doug
Holtan will discuss how Mayo Clinic, a nationally renowned
academic medical center, handles its growing space needs and
facilities planning for the 30,000 employees and 334,000
patients it serves each year.
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Saturday, November 1
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8:30am - 10:20am |
Concurrent
Specialty Practice Boards |
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1.
Brokerage Management Specialty Practice Board: Human Resources
101
Audio Presentation
Speaker: Tanya Rue, ONCOR International
The human resources component of operating a service firm,
at both the professional and administrative levels, is
challenging today. The goal of this session is to make the
administrative aspect of running your firm more streamlined so
you can focus on increasing your top line.
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2.
Investment Specialty Practice Board: Assembling an
Investment/Development "Dream Team"
Audio Presentation
Panelists:
Dennis Doyle, Welsh Companies
Todd Christopherson, Amcon Construction Company
Herb Krumsick, SIOR, J.P. Weigand & Sons
Steve Milner, SIOR, Milner & Associates
Tom Schroyer, Clayco
Discover what components and skill sets make up a quality
team to invest in, develop, or redevelop a commercial property.
Look at the major players, including: developers, civil
engineers, financing (debt and equity), architects, brokerage,
construction, and property management. A panel of experts will
be assembled from across these disciplines. Learn how to
interview, evaluate, and "partner" with people from these
arenas. Special emphasis will be placed on leveraging the SIOR
broker skill sets with those from other critical arenas.
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3.
Land Specialty Practice Board: Digging through the Dirt in Land
Deals
Audio Presentation
This session will explore thoughts, processes, and ideas
available to the land broker dealing with the complex issues
integral to land deals in today's real estate market. With
virtually any available land site having some kind of "hair" on
it, land brokers are increasingly required to be very creative
in resolving a variety of problems associated with land sites.
Those attending this session will gain specific knowledge on the
subject matter they should keep in mind when "digging through
the dirt of today's land deals."
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10:30
am-12:00 noon |
Saturday General Session:
Annual Review and Forecast - Market Signals: What
the Financial Markets Are Telling Us Now
Sponsored by GE Real Estate
 Audio
Presentation - Full Session
Audio Presentation - Keynote
Speaker Only
Handout - Slide Presentation
(PDF)
*Note: Audio presentation only available until March 4, 2009
Speaker: Peter
Ricchiuti
"If the
majority of people were right, the majority of people would be
rich... and they're not!" Following the herd has rarely produced
superior long-term results. Tulane University's Peter Ricchiuti
will share his informative and entertaining perspective on
financial markets, the importance of proper diversification, and
the cynical nature of both stocks and investment sectors.
Topics covered include:
1) Outlook for the deficit and interest rates
2) Outlook for energy prices
3) Market and equity valuation techniques
4) Historic pricing and performance of various asset classes
5) Pros and cons of international investing
Peter Ricchiuti
is the finance professor you wish you had back in
college! He is the assistant dean at Tulane University's A. B.
Freeman School of Business and his insight and humor have twice
made him the School's top professor. After a successful career
on Wall Street, Peter served for five years as the assistant
state treasurer and chief investment officer for the State of
Louisiana.
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2:00 pm-3:20 pm |
Concurrent Educational
Sessions
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1.
Investment Property Marketplace
Audio Presentation
Mark B. Goode, SIOR, Venture One Real Estate
Charles Klatskin, SIOR, Lee & Klatskin Associates
Mark Polon, RIISNET
Roy L. Splansky, SIOR, Venture One Real Estate
This
session will prepare you for today's and tomorrow's
investment
opportunities. Bring your property brochures and "haves"
and "wants" to this interactive and fast-paced session.
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2. The Secrets that
Landlords Don't Want Tenants to Know about Operating Expenses
and Real Estate Tax Clauses
Audio Presentation
Handout - Slide Presentation
Handout - Case Studies
Handout - Growing Buildings Case Study
Speaker: Paul Stevens, P. Stevens Associates, Inc.
This session will illustrate to brokers how owners overbill
tenants for operating expense and real estate tax escalations
and how the broker can structure specific lease clauses to
protect their clients. The broker will understand which clauses
are the most favorable to the owner and as a result, the clauses
that cost the tenant the most in escalation payments. Key areas
that will be addressed are: base-year audits, management fees,
real estate taxes, controllable expenses, audit rights, space
measurements, and capital improvements.
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3. Unlocking
Opportunities in Marketing, Managing, and Evaluating Green
Buildings
Audio Presentation
Speaker: Kurt Nahikian, Workstage LLC
Driven by new real estate initiatives for energy efficiency
and human health, owners are building green and retooling assets
with high performance systems to court a growing list of tenants
seeking healthy, green workplaces. Are you faced with the
challenge of bringing them together?
Nationally-awarded green developer, Workstage, will review
strategies and economic drivers for real estate professionals to
market, manage, and evaluate green buildings. This session will
answer the questions of: Is there lease value gained? Is
offering green space advantageous to a landlord? How do you
evaluate net effective rent of high performance buildings?
Explore strategies through real-world case studies in all
types of markets: green in a green region, corporate-drive
environmental initiatives, green tenant/non-green landlord, and
sustainability as a new frontier.
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