2016 Infrastructure Development and Financing Seminar

March 9, 2016
San Diego, CA

AAPA’s Finance and Maritime Economic Development committees organized this seminar to help ports meet the challenges related to port infrastructure development and financing. Sessions addressed project planning (including market analysis, quantifying need, and evaluating options); the steps in determining project feasibility; and identifying financing options, including public private partnerships, government programs and other sources.

To view a recap of the Infrastructure Development and Financing Seminar from the March 22, 2016 issue of AAPA Advisory, click here.

03/09/2016
Welcome and Opening Remarks

Speakers:

• Marshall Merrifield, Chairman, Board of Port Commissioners, Port of San Diego, San Diego, CA
• Kurt Nagle, President & CEO, AAPA, Alexandria, VA

03/09/2016
Economic and Capital Markets Overview

Moderator:

• Brent Leslie, Chairman, AAPA Finance Committee; Chief Financial Officer, Cleveland-Cuyahoga County Port Authority, Cleveland, OH

Speakers:

• Jock O'Connell, International Trade Economist and Advisor, Beacon Economics & the Clark Street Group, Sacramento, CA
• Ira Smelkinson, Executive Director, Morgan Stanley, New York, NY

03/09/2016
Overview of the AAPA/MARAD Port Planning and Investment Toolkit

Moderator:

• Jack Hedge, Real Estate Director, Port of Los Angeles, Los Angeles, CA

Speakers:

• Blair Garcia, Vice President, Director - Ports & Marine, WSP Parsons Brinckerhoff, Virginia Beach, VA
• David Miller, Managing Director, The PFM Group, Orlando, FL

03/09/2016
Assessing Market Conditions and Project Drivers; Preparing a Gap Analysis; Developing Plan Options and Sequencing Assets to Be Funded

Moderator:

• Shannon McLeod, Senior Port and Intermodal Planner, WSP Parsons Brinckerhoff, Virginia Beach, VA

Speakers:

• David "Chris" Fisher, Port Director & CEO, Port of Beaumont, Beaumont, TX
• Rick Cameron, Managing Director, Environmental Affairs & Planning, Port of Long Beach, Long Beach, CA
• Steven C. Rothberg, Partner, Mercator International LLC, Kirkland, WA

03/09/2016
Port Project Evaluation (Life Cycle Costs, Risks, Financial Performance) and Determining Project Impacts (Community, Environmental, Economic)

Moderator:

• Blair Garcia, Vice President, Director - Ports & Marine, WSP Parsons Brinckerhoff, Virginia Beach, VA

Speakers:

• Greg Theisen, Senior Planner, Port of Portland, Portland, OR
• Steve A. Steckler, Chairman, IMG Rebel Group, Bethesda, MD

03/09/2016
Financing Alternatives and Modeling

Moderator:

• Rodger Rees, Chief Financial Officer, Canaveral Port Authority, Cape Canaveral, FL

Speakers:

• David Miller, Managing Director, The PFM Group, Orlando, FL
• Franc Pigna, Managing Director, Aegir LLC Port Property Advisers, Coral Gables, FL

03/09/2016
Creating and Assessing Creditworthiness

Moderator:

• David Miller, Managing Director, The PFM Group, Orlando, FL

Speakers:

• Kurt Krummenacker, Vice President - SCO, Global Project and Infrastructure Finance, Moody's Investor Services, New York, NY
• Emma Griffith, Director, Fitch Ratings, Global Infrastructure & Project Finance, New York, NY

03/10/2016
Researching, Writing and GETTING Grants

Moderator:

• Robert Bouchard, Director, Office of Infrastructure Development, Maritime Administration, U.S. Department of Transportation, Washington, DC

Speakers:

• Aimee L. Heim, Maritime Policy Manager, Port of San Diego, San Diego, CA
• Andrew Palomares, Chief Finance & Administration Officer, Port of Hueneme/Oxnard Harbor District, Port Hueneme, CA
• Richard Cooper, Chief Executive Officer, Ports of Indiana, Indianapolis, IN

03/10/2016
Interactive Exercise: Financing Port Infrastructure

Moderator:

• Stephen Shafer, Transportation Industry Analyst, Office of Marine Highways and Passenger Services, Maritime Administration, U.S. Department of Transportation, Washington, DC

Case Studies:

• Allison Yoh, Ph.D., Transportation Policy Manager, Transportation Planning Division, Port of Long Beach, Long Beach, CA
• J. David Anderton, Assistant Port Director, Port Everglades, Ft. Lauderdale, FL

Interactive Exercise Assistants:

• Kirk Claussen, Port Finance Agent, Office of Infrastructure Development and Congestion Mitigation, Maritime Administration, U.S. Department of Transportation, Washington, DC
• Mr. Bouchard
• Mr. Garcia
• Ms. McLeod

03/10/2016
Limiting Project Liabilities Through Risk Management and Insurance

Moderator:

• Cindi J. Heffernan, CPCU, Vice President, McGriff, Seibels & Williams/BB&T, Mercer Island, WA

Speakers:

• David P. Bender, Jr., Shareholder, Anderson Kill Wood & Bender, P.C., Ventura, CA
• Hyland S. Knecht, Vice President, McGriff, Seibels & Williams, Inc., Birmingham, AL

03/10/2016
Engaging Prospective Tenants in Financing Upfront Development Costs

Moderator:

• Mr. Hedge

Speakers:

• Mary Richardson, Deputy Port Attorney, Port of Oakland, Oakland, CA
• Shaun D. Sumner, Assistant Vice President, Real Estate Development Department, Port of San Diego, San Diego, CA
• Titus Massey, Manager, Financial Services, Port Commerce Department, Port Authority of New York & New Jersey, New York, NY
• Steven C. Rothberg, Partner, Mercator International LLC, Kirkland, WA

03/10/2016
Public/Private Partnerships: Perspectives on Successful Regional, State and Local Partnership Funding

Moderator:

• Mr. Shafer

Speakers:

• Christina S. Casgar, Goods Movement Policy Manager, SANDAG, San Diego, CA
• Robert Emerson, Manager, Seaport Office, Florida Department of Transportation, Tallahassee, FL
• Chris Schmidt, AICP, Project Manager, California Sustainable Freight Action Plan, Caltrans, Sacramento, CA