Wednesday-Thursday | March 5-6, 2014 | The Westin Charlotte

The Charlotte Chamber of Commerce partnered with the Charlotte Area Transit System and the Foundation For The Carolinas to host a two-day conference March 5-6 based on a commitment made through the Clinton Global Initiative. The event hosted more than 200 elected, governmental and business leaders who were eager to learn about public-private partnerships (P3s) from over 40 speakers from all over the country.

Industry experts shared their experiences of successes and challenges through case studies and panel discussions. Recurring themes of P3s included a clearly defined process, highly motivated government, predictability, risk transfer and economic viability. Speakers highlighted the need for collaboration to determine if a P3 is the best choice for a particular project. In many instances a P3 was able to successfully contribute to an area’s economic development due to intentional planning and analysis. Carefully assessing the financing of a P3, communicating with the public and implementing evaluation guidelines were cited as important elements of the P3 process.

The chamber looks forward to continuing the conversation on funding infrastructure projects for the continued growth and quality of life in Charlotte. We will also work with others to develop a plan for advocacy to create a policy environment that encourages P3s and other innovative financing methods.

Video highlights from the conference:

Day 1 – Wednesday, March 5, 2014
8:30 – 8:35 a.m.
Welcome

Bob Morgan, President, Charlotte Chamber

8:35 – 9 a.m.
Opening Session

Welcome Comments: Patrick Cannon, Mayor, City of Charlotte

Kick-off
David L. Howard, Charlotte City Council; Co-chair, Transit Funding Working Group
Jill Swain, Mayor, Town of Huntersville; Co-chair, Transit Funding Working Group
Listen to Podcast >>

9 – 10 a.m.
Keynote Presentation

Pat McCrory , Governor, State of North Carolina
Anthony J. Tata, Secretary of Transportation, State of North Carolina

10 – 10:45 a.m.
What is a P3 – How Do They Work?

Moderator: Elizabeth A. Rao, Vice President, Public Transit Services Chair, HNTB Corporation
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Panelists:
Samara Barend, Director of Public-Private Partnerships, AECOM Capital
View presentation >>
Dale Bonner, Chairman, U.S. Operations, Plenary Group
View presentation >>

11 a.m. – Noon
Transit Project Case Study: The Colorado Transit Experience – FastTracks and Eagle P3

Moderator: Sallye Perrin, Senior Vice President, Parsons Brinckerhoff
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Speaker: Richard Clarke, Assistant General Manager, Capital Programs, Denver Regional Transportation District
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11 a.m. – Noon
Public Works Project Case Study: The Colorado Public Works Experience

Moderator: Barry Gullet, Director, Charlotte-Mecklenburg Utility Department
Speaker: Dave Zelenok, Chief Innovation Officer, City of Centennial, Colorado
View presentation >>

11 a.m. – Noon
Delivering Critical Infrastructure Through Innovative Financing

Moderator: Sia Kusha, Senior Vice President, Director Alternative Delivery, AECOM
Speakers:
Joe Pavona, Special Advisor for Public-Private Partnerships, Office of Gov. Rick Snyder, Michigan
Jim Ray, Partner, KPMG Corporate Finance
View presentation >>

12:30 – 1:30 p.m.
Lunch Speaker

J. Douglas Koelemay, Director, Office of Transportation of Public-Private Partnerships, Virginia Department of Transportation
Introduction by Carolyn Flowers, Chief Executive Officer and Director of Public Transit, Charlotte Area Transit System
Listen to Podcast >>
View presentation >>

1:45 – 3 p.m.
State and Local Tools Needed for 21st Century Infrastructure (Including Legislative and Regulatory Framework for P3s)

Moderator: Bob Morgan, President, Charlotte Chamber
Panelists:
Pierce Homer, Transportation Director, Moffatt & Nichol
Chris Lloyd, Senior Vice President and Director, Infrastructure and Economic Development,
McGuireWoods Consulting
John A. Torbett, Member, North Carolina House of Representatives
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3:15 – 4:15 p.m.
Roadway Project Case Study: The Texas Experience

Moderator: Danny Pleasant, Transportation Director, City of Charlotte
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Speaker: John Munoz, Vice President, P3 and Innovative Finance, CDM Smith
View presentation >>

3:15 – 4:15 p.m.
Economic Development Project Case Study: The Chattanooga, Tenn., Experience

Moderator: G. Stuart Matthis, PE, Vice President, STV/Ralph Whitehead Associates
Speaker: Ron Littlefield, Former Mayor of Chattanooga, Tennessee
View presentation >>

3:15 – 4:15 p.m.
Social Impact Bonds Project Case Study: The South Carolina Experience

Moderator: Michelle Lancaster, Assistant County Manager, Mecklenburg County
Speakers:
Erica Brown, Government Innovation Fellow, Harvard Kennedy School’s SIB Lab
John Supra, Deputy Director of Health and Human Services, State of South Carolina
View presentation >>

4:30 – 5:15 p.m.
Day 1 Closing Remarks

Janet Cowell, Treasurer, State of North Carolina
Introduction by David L. Howard, At-Large Member, Charlotte City Council; Co-chair, Transit Funding Working Group
Listen to Podcast >>

5:15 – 5:30 p.m.
Close and Adjourn to Reception

David L. Howard, At-Large Member, Charlotte City Council; Co-chair, Transit Funding Working Group

Day 2 – Thursday, March 6, 2014
8 – 8:15 a.m.
Welcome

Brian Collier, Senior Vice President, Foundation For The Carolinas

8:15 – 9 a.m.
Airports Are Economic Development

Moderator: Jack Christine, Interim Deputy Aviation Director, Charlotte Douglas International Airport, City of Charlotte
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Panelists:
Grant Cothran, CEcD, Manager of National Accounts, Intermodal Development, Norfolk Southern
View presentation >>
B.R. Lane, Executive Director, Gary/Chicago International Airport
View presentation >>

9:15 – 10:45 a.m.
Structuring a P3 Deal – Myths, Facts and Lessons Learned

Moderator: Ron Tober, Senior Advisor, Parsons Brinckerhoff
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Panelists:
Sandra Brinkert, Director, Bank of America, Merrill Lynch
Patrick DeCorla-Souza, Tolling and Pricing Program Manager, Federal Highway Administration
View presentation >>
Jonathan Startin, Principal Consultant and Project Director, HNTB Corporation
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George Tapas, Vice President, National Practice Manager, Alternative Finance and Procurement & PPP, URS Corporation
View presentation >>

11 a.m. – Noon
Private Sector Viewpoint of P3s

Moderator: Geoffrey Curme, Principal, Mount Vernon Asset Management, LLC
Panelists:
Chris Guthkelch, Project Director, Skanska Infrastructure Development, Inc.
Gregory A. Kelly, Global Chief Operating Officer, Parsons Brinckerhoff
Tom Rousakis, Senior Managing Director, EY Infrastructure Advisors, LLC
Listen to Podcast >>

12:15 – 1:30 p.m.
Lunch and Deciding if a P3 is Right for Your Community

Moderator: Michael Schneider, Managing Director, HDR/InfraConsult and Chair, APTA National Committee on Public-Private Partnerships
View presentation >>
Panelists:
Timothy Heilmeier, PE, Vice President, HNTB Corporation
Patrick Sabol, Senior Policy/Research Assistant, The Brookings Institution Metropolitan Policy Program
Dr. Joshua L. Schank, President and Chief Executive Officer, Eno Center for Transportation
Listen to Podcast >>

1:30 – 2:15 p.m.
Day 2 Closing Remarks

Peter Rogoff, Acting Under Secretary of Transportation for Policy, U.S. Department of Transportation
Introduction by Trevor Fuller, Chair, Metropolitan Transit Commission; Chair, Mecklenburg Board of County Commissioners

2:15 – 2:30 p.m.
Next Steps and Close

David L. Howard, At-Large Member, Charlotte City Council; Co-chair, Transit Funding Working Group
Jill Swain, Mayor, Town of Huntersville; Co-chair, Transit Funding Working Group
Listen to Podcast >>

P3 Infrastructure Summit

Investors