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Speakers and Panels

David Toney
865 Unit Apartment Project in South End

David Toney

SVP

Akridge

Impact of Construction Financing on Development Pipelines

Strategies for securing capital for the Queen City's next projects

Chris Carlino

Chris Carlino

COO

Dominion Realty Partners

Sagar Rathie
31-Story Carson & Tryon Mixed-Use Project

Sagar Rathie

Managing Director, Commercial

Crescent Communities

Harvey Wadsworth

Harvey Wadsworth

Managing Director

Portman Residential

Evan Taylor
Moderator

Evan Taylor

Managing Director

NFP

Chris Carlino

COO

Dominion Realty Partners

Chris joined Dominion Realty Partners in 2014 and is currently a principal in the company. In this role, Chris is tasked with assisting in the management of the ongoing development projects of the firm. His responsibilities include the underwriting and financing of the company’s developments, acquisitions and disposition efforts and ushers projects through the design, construction, and delivery phases. Chris also acts as a liaison between project and construction folks and DRP’s institutional equity partners.

Chris received a Bachelors in Business Administration degree from the University of Georgia’s Terry College of Business where he majored in Real Estate. Upon graduation, Chris lived and worked in Atlanta before returning to his hometown of Raleigh, NC.

Prior to joining Dominion, Chris was the Senior Financial Analyst based in the Raleigh office of CBRE. From 2011 to 2013, he served as the financial and research analyst for the Greensboro and Raleigh offices. In 2013, he was promoted to Senior Financial Analyst, responsible for overseeing the underwriting and financial activities for the Capital Markets teams across the Mid-South region.

Chris is actively involved in the local community and is a member of the local chapters of NAIOP, CCIM, and ULI, where he has participated in the 2014 & 2018 Young Leader’s Partnership Forum. Chris currently serves on the NAIOP Young Leaders Board. He also holds an active North Carolina Real Estate Brokers license.

Sagar Rathie

31-Story Carson & Tryon Mixed-Use Project

Crescent Communities

Sagar Rathie joined Crescent Communities in 2016 and currently serves as Managing Director for the Commercial division. He leads all aspects of the Company’s office acquisitions and developments throughout the Southeast and Southwest, with an active investment and pipeline development portfolio totaling 2.5 million SF and representing $1.3 billion in capital deployed. Sagar is responsible for sourcing, entitling, designing, financing, and executing on new and value-add office and mixed-use developments across the Carolinas, Georgia, Tennessee, Central Florida, Texas and Arizona.

Sagar has extensive capital markets experience, having collectively raised nearly $4.0 billion in third party equity and debt throughout his career. Previously, he was Crescent Communities' Director of Corporate Finance and Investor Relations, where he played an integral role in the company’s financial forecasting and planning efforts, assisted with the investment committee process, and led numerous strategic initiatives for the company. Prior to Crescent Communities, Sagar was an Investment Banking Senior Associate with Piper Sandler, and a Manager at GlaxoSmithKline.

He currently serves on the Board of Trustees for Discovery Place, active with ULI as a member of the Capital Markets Committee, is a Development Leaders National Forum invitee with NAIOP, a recent graduation of Leadership Charlotte, and heavily involved with the community. Sagar received his Master’s in Business Administration from the University of North Carolina at Chapel Hill, Master’s in Engineering from Duke University, and Bachelor of Science in Biomedical Engineering also from the University of North Carolina at Chapel Hill.

Harvey Wadsworth

Managing Director

Portman Residential

Harvey comes to Portman Residential from Mill Creek Residential Trust where he led development operations for the Atlanta region, and prior to that, Jamestown Properties. He brings a strong focus on mixed-use development, urban high-rise construction and strategic multi-family development to our team, managing national operations and overseeing strategy and execution. Harvey has spent his fifteen-plus real estate career building Atlanta, and has been involved in the development of more than 4,000 multifamily homes with a total capitalization of over $1.2 billion. He is an active member of the Urban Land Institute, Real Estate Group of Atlanta, and the International Council of Shopping Centers.

Evan Taylor

Moderator

NFP

Evan Taylor serves as a Senior Vice President for NFP’s Property &

Casualty Group where he is responsible for client relationships

throughout the southeast. Over his career, Evan has developed an

expertise in a number of insurance disciplines to include workers’

compensation, cyber liability insurance and alternative risk financing

for complex organizations. His client base primarily includes

manufacturing, construction and technology related businesses. He

currently holds the professional designations as a Certified

Insurance Counselor (CIC) and Certified Authority in Workers’

Compensation (CAWC) and received both the Business Insurance

2020 Break Out Award and Risk & Insurance Manufacturing Power

Broker Award in 2020.

Evan’s subject matter expertise is based in years of experience. He

began his career at the FBI, where he assisted in managing both

National Security and Criminal Cyber and Counterintelligence

investigations across North Carolina. Subsequently, Evan managed

several national programs for BB&T Bank and helped create the

bank’s national Emergency Management program.

Evan earned his BA from Wake Forest University and a MS in Leadership and Organizational Development from

Pfeiffer University. He currently resides in Charlotte, NC, with his wife and two daughters.

Razing, Rezoning, Redeveloping & Repositioning Roundup

Insights into repositioning vs. rezoning decision making

Pierce Lancaster
Large Mixed-Use Development at The Pass in NoDa

Pierce Lancaster

Managing Partner

Third & Urban

Charles Humphreys
Oversees 2,000+ Residential Units as well as Commercial/Retail Development

Charles Humphreys

Vice President, Development

Related Group

Mo McRae

Mo McRae

Director of the Southeast Region

Urban Atlantic

Graham Montgomery

Graham Montgomery

VP, Technical Director

Swinerton

Cathy Morrison
Moderator

Cathy Morrison

CEO

Neighboring Concepts

Pierce Lancaster

Large Mixed-Use Development at The Pass in NoDa

Third & Urban

Pierce leads acquisitions and asset management efforts for Third & Urban, and oversees investor relations with the company’s partners. Additionally, he works directly with third party leasing and property management teams at the operational level.

Previously, Pierce served as Vice President at Jamestown, covering multiple East Coast markets and managing a range of value add and opportunistic projects across various product types. He began his career in the Institutional Investment Sales Group at CB Richard Ellis.

Pierce earned an MBA from Goizueta Business School at Emory University and a BA in Economics with a concentration in finance from the University of Virginia. He is actively involved with the Urban Land Institute, Big Brothers Big Sisters and the Atlanta Alumni Board for Woodberry Forest School. Pierce lives in Atlanta’s Garden Hills neighborhood with his wife, Emily and children Locke and Livi.

Charles Humphreys

Oversees 2,000+ Residential Units as well as Commercial/Retail Development

Related Group

Charlie Humphreys serves as Vice President, Development of Related Development, the mixed-

use and multifamily division of The Related Group. He currently oversees developments in the

Carolinas, where the firm is underway with nearly 2,000 residential units + commercial/retail.

During his tenure at Related, Mr. Humphreys has engaged in the development, operation, and/or

disposition of over 3,600 market-rate multifamily units, ranging from infill high-rise to garden

walk-up product, throughout Florida and the Carolinas.

Prior to joining Related, Mr. Humphreys worked in project management and estimating at

Brasfield & Gorrie, a leading general contractor, in Atlanta. At Brasfield & Gorrie he managed

and estimated multifamily, office, mixed-use and healthcare projects.

Mr. Humphreys holds an MBA from the Tuck School of Business at Dartmouth College and BS

in Building Science from Auburn University.

Graham Montgomery

VP, Technical Director

Swinerton

As Technical Director for Swinerton’s Mass Timber Division, Graham collaborates with clients and project teams across the nation bringing a new age of sustainable timber buildings to fruition. With a background in structural engineering, Graham combines his technical knowledge and construction experience to support projects from preconstruction through project completion including coordinating VD&C efforts, shop drawings, reviewing engineering efforts, and assisting with global procurement of materials. Swinerton’s success in the mass timber industry began with a corporate headquarters for First Tech Credit Union in Hillsboro, Oregon. Since then, Swinerton has created a dedicated mass timber division positioning them as leaders for mass timber in the construction industry and are currently working on the tallest wood building in the United States. Graham is a registered professional engineer in seven states and graduated from Clemson University with a BS and MS in Civil Engineering.

Cathy Morrison

Moderator

Neighboring Concepts

With 15+ years experience, Cathy brings a passion for collaborative design and a broad range of experience from urban planning to education and healthcare architecture. She strongly believes in the power of the built environment to elevate everyday experiences and allow all members of our communities to thrive.

She is active in the profession and the community, currently serving on the NC Board of Architecture, NCARB Region 3 board of directors, and board of directors of Loaves & Fishes / Friendship Trays and Do Greater Charlotte.

Opening Remarks

Michael D’Onofrio

Michael D’Onofrio

Managing Director

Engineered Tax Services

Michael D’Onofrio

Managing Director

Engineered Tax Services

As Managing Director with (ETS) Engineered Tax Services, Michael works nationally with top CPA firms, savvy real estate investors, companies and individuals to help identify comprehensive engineering-based specialty Tax Credit and Energy Incentive solutions to maximize each situation. With a background in domestic and international finance, mergers & acquisition, real estate development and renewable energy, Michael is a regular event speaker and educator on a national level regarding cost segregation, tax credits, opportunity zones, historic tax credits, R&D tax credits, solar tax credits, “green” building techniques and other Federal, State and Local Utility energy tax incentives. Michael obtained his MBA from Nova Southeastern University’s Huizenga Graduate School of Business and Entrepreneurship in Ft. Lauderdale, FL after completing his undergraduate studies at John Carroll University in Cleveland, OH. Michael lives locally with his family in SouthPark area of Charlotte, NC for over 20 years.

Why This Matters

As the 7th ranked domestic market preferred by investors, this market is ripe for continued development. That is currently bearing out in the form of over $7 Billion of pipeline in Uptown and South End alone in the form of over 7 million sf of office development, 7,700 apartment units and 2,000 hotel rooms under development or currently planed. Despite this, the Queen City faces the same financial difficulties as the rest of the nation. We will answer how Charlotte's most active players are navigating the latter to contribute to the former, and how they're repositioning and redeveloping properties to align with today's market demand.

What You'll Learn:

  • How are developers securing financing for projects today and what sources is it coming from?

  • What types of projects are being financed in the current environment and what does the banking environment for development deals in the pipeline?

  • What ability exists to reposition assets to more attractive uses?

  • How can developers navigate the razing and rezoning process swiftly and successfully?

  • What goes into collaborating with municipal organizations to maintain original vision while ensuring project support?

How You'll Do More Business:

Enhance your business by gaining a stronger understanding of the investment, development, and building landscape in the Queen City. Hear from the most active firms who will address strategy around procuring construction financing, the asset types being built, rezoning vs. repositioning decision making, and the topics most pertinently and tangibly impacting the building ecosystem in the market.

Who You'll Meet:

Charlotte's top developers, general contractors, architects, subs, investors, government officials, and more!

For questions regarding content, sponsorship and speaking opportunities, email Brandon Elsasser at brandon.elsasser@bisnow.com. To request disability-related accommodations, please contact lizzie.smith@bisnow.com no later than seven business days prior to the event.

Projects Our Speakers Represent

Agenda

Time Activity
12:00 PM
1:00 PM
Pre-Event Registration, Breakfast & Networking
1:00 PM
1:45 PM
Impact of Construction Financing on Development Pipelines

-Strategies for securing capital for the Queen City's next projects

1:45 PM
2:00 PM
Networking Break
2:00 PM
2:45 PM
Razing, Rezoning, Redeveloping & Repositioning Roundup

-Insights into repositioning vs. rezoning decision making

2:45 PM
3:30 PM
Post-Event Networking