The Competitive Edge, Part Two: Financial Considerations for Energy Efficiency Retrofits
This is the second workshop in a four-part series. These courses will deepen your understanding of underwriting and
structuring green building investments.
Learning Objectives
- Learn the market drivers for commercial real estate retrofits
- Find out the essential points of building energy audits and how to work with energy auditors
- Deepen your knowledge of how tenant leases and other building investment issues affect retrofit considerations
- Practice applying the LEED-EBOM rating system to project cash flows
- Use case studies to analyze the ways in which building retrofits affect property economics
- Compare and contrast different tools such as life cycle cost analysis, payback and other methods of capital investment analysis
- Learn about incentives and financial programs for greening existing buildings
- Understand legal issues related to energy efficiency retrofits that impact investments
- Be the first to know the details of how GreenFinanceSF can reduce upfront retrofit costs
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Who Should AttendReal estate investors, brokers, financiers,
entrepreneurs, attorneys, accountants, and developers who work (or
expect to work) on green and energy efficiency retrofits of commercial
real estate.
Course Highlights
Financial Considerations for Energy Efficiency Retrofits will
take
participants from theory into practice with on-the-job underwriting and
due diligence considerations including tools for economic
decision-making. Seating is limited to facilitate interaction.
In-Depth, High-Value ResourcesThe workshop features actionable
content, frequent interaction, case discussions, practice tools, real
world examples and the latest available research to support
practitioners in their development and assessment of the investment case
for existing building retrofits.
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About the Instructors
Lisa Michelle Galley is the managing principal of Galley Eco Capital. She leads the firm’s green finance consulting practice, which helps governments, investors, and lenders to use green finance to maximize the value of sustainable development.
Under her leadership, Galley Eco Capital was recently recognized by Sitra, the Finnish Innovation Agency, for creating green finance models supporting the development of a low-carbon district. She is also a faculty member of the Federal Reserve Bank’s renowned National Community Development Lending School, teaching Green Underwriting for Multifamily Development to lenders.
Lisa’s unique knowledge of the emerging green building and energy efficiency finance space has made her a sought-after consultant and thought leader in the industry. She has co-authored studies and articles, and speaks internationally on the topic of financing green communities. She is a member of Mayor Gavin Newsom’s Task Force on Existing Building Efficiency and Treasurer for the Board of the USGBC - Northern California Chapter.
Before founding Galley Eco Capital, Lisa was a commercial real estate finance executive, responsible for creating and managing credit and equity investment programs throughout Europe and North America. As lenders and investor representatives, she and her partner concluded more than $10 billion in transactions in Europe and North America, including the financing of some of the earliest LEED certified developments in the U.S.
George Vavaroutsos, LEED AP, is the Director of Market & Economic Research for Galley Eco Capital. George advises real estate investment and development clients on their green real estate strategies. He combines expertise in analyzing and structuring green real estate investments, with his experience as a development manager and a market and feasibility consultant. He assists clients with the development and execution of green real estate transactions. George recently co-edited and co-authored
Retrofitting Office Buildings to be Green and Energy Efficient, published by the Urban Land Institute in November 2009. His sustainability work is focused on assisting clients with the development and execution of their green real estate investment strategies. Prior to joining Galley Eco Capital, George was a development manager for Lancaster Properties. He has worked on real estate assignments for clients both domestically and internationally, including the US State Department and the US Army Corps of Engineers. He began his career with RCLCo (Robert Charles Lesser and Company) in Washington, DC, and has extensive experience with the market positioning and development of mixed-use and urban infill projects.
David C. Longinotti heads the Real Estate Practice Group of Hanson Bridgett LLP. He offers over twenty years of experience in complex real estate secured transactions and related debt and equity financing arrangements. He is a LEED accredited professional who together with Hanson Bridgett's Sustainable Development Group provides specialized green building legal services in the areas of integrated project delivery, green building law compliance, green leasing and green finance. David is a frequent writer and speaker on topics pertaining to real estate related matters. He is a member of the US Green Building Council's Northern California Chapter, Urban Land Institute, Building Owners and Managers Association (BOMA) and International Center for Conference Centers.
Rich Chien is the Private Sector Green Building Coordinator with the City and County of San Francisco’s Department of the Environment. In this role, Mr. Chien works closely with government agencies, industry professionals, and nonprofits to design and implement market transformation initiatives that improve the performance of the built environment. He is currently serving as the City’s Program Administrator for “GreenFinanceSF," San Francisco’s new PACE financing program for environmental retrofits of existing buildings. Previously, Mr. Chien led an industry stakeholder process to develop and pass the City’s groundbreaking green building code for new construction, and recently completed a similar process for accelerating energy efficiency activities in commercial properties.
Rich received a B.A. in Urban Planning/Environmental Design from University of California, San Diego, and an M.Arch from the San Francisco Institute of Architecture.
Ken Hejmanowski is a Program Manager at Renewable Funding, LLC, which develops and delivers innovative solutions for renewable energy and energy efficiency financing. Ken is managing the development of the Property Assessed Clean Energy (PACE) program for the commercial sector. He previously held the position of Senior Sustainability Analyst at Natural Logic, Inc., a boutique strategy consulting firm. His background includes energy efficiency, green tech, software development, and sustainability. Ken has an MBA in Sustainable Management from Presidio Graduate School in San Francisco.
Theda Silver-Pell manages PG&E’s commercial building benchmarking program, which focuses on promoting ENERGY STAR® Portfolio Manager as a tool for building owners and operators to understand and improve their facilities’ energy performance. She has also been involved in the development of PG&E’s Automated Benchmarking Service, and has taught multiple courses on benchmarking. Theda has a degree in electrical engineering from the University of Massachusetts Amherst and is a LEED Accredited Professional.
Testimonials
“Lisa’s green finance module has been an exceptional addition to the Bay Area Ross Program in Real Estate over the past two years. The Bay Area Council values her involvement in the program, and the participants continuously rate her high-quality topic and delivery as 'excellent'.”
--Scott Zengel, Vice President, Bay Area Family of Funds
"Lisa brings a wealth (pun intended) of real world experience to her seminars. She is at the cutting edge of changing the paradigm of green financing and I always learn something new from her. She is engaging and makes finance interesting (no small feat!)."
--Eric Corey Freed, Principal, organicARCHITECT, Author, "Green Building & Remodeling for Dummies"
About the Series
USGBC-NCC and Hanson Bridgett LLP present
The Competitive Edge: Financial Tools for Green Building Investments
This
four part series will deepen your understanding of underwriting and
structuring green building investments. The workshops will provide
state-of-the-art tools and methodologies to enhance your skills to
analyze and apply the financial considerations of green building
projects and properties.
Four Part Series:
1) Investment Analysis of Green Buildings, March 3rd
2) Financial Considerations for Energy Efficiency Retrofits,
April 7th
3) Understanding and Communicating the Financial Case for AEC,
April 28th
4) Raising the Bar: Green Investment Fund Strategies,
Coming in May
At the door registration will begin one half hour prior to
the workshop, only full Non-Member rates will be available the day of
the workshop. For more information regarding payments, credit card
charges, or disputes, please contact us.
Registration for each finance workshop is separate.
Tickets are limited, reserve your seat today! Coffee, a continental breakfast, and lunch will be provided.
**Join us for a post-workshop reception, 5:00-6:00pm, hosted by Hanson Bridgett. Drinks and appetizers will be provided.**
USGBC-NCC Member rates are for individual Chapter Members
only; membership status will be verified prior to the workshop.
Non-member attendees who purchase this ticket type will be required to
pay the full rate at the door on the day of the workshop. If you are
unsure of your membership status, please check the member directory or email
membership. Membership
of USGBC-NCC is held by individuals, not companies. Membership
benefits, therefore, cannot be transferred to other individuals within
the same company or public agency.
Questions about this workshop? Please email us.
Event Sponsor
Lunch Compliments of
Refund and Cancellation Policy
Please
email us
at least one week prior to the event or workshop to cancel attendance
or replace an attendee. Please note the following policies:
- If you cancel by March 31, 2010, you will receive an 80%
refund.
- If you cancel between April 1 - April 7, 2010, you will receive a 20% refund.
- A colleague from the same company may replace your reservation for an event or workshop with at least 24 hour notice.
- Should USGBC-NCC have to postpone or reschedule the workshop or event, you will receive a
100% refund.
- Registration cannot be transferred to another workshop or event.
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