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Pinnacle Business Center

Pinnacle Business Center

Pinnacle Business Center is a 344,000SF Class A+ office building in Upper Gwynedd just off the I-476 Lansdale Turnpike Exit. Constructed just 20 years ago by Merck & Co as an extension of their West Point Campus, this 3-story fully furnished building has unique 115,000 SF floor plates and 6:1 on-site parking (1/3 of which is covered).

Philadelphia Suburban Development Corporation’s $12MM 2018 upgrades include a refreshed exterior, the new atrium lobby and elevators, the Hymies Delicatessen’s Cafe, the VIP Club Room, indoor & outdoor lounges, a first class fitness center, a conference center, and a backup generator.

At $17 PSF base rent (all inclusive), Pinnacle Business Center is the single most competitively priced Class A+ office building in Montgomery County.

Presented By

Speakers and Panels

Mark Turner

Mark Turner

Chairman, President & CEO

WSFS Bank

Daniel Fitzpatrick

Daniel Fitzpatrick

President, Mid Atlantic

Citizens Bank

Susan Lonergan

Susan Lonergan

President Commercial Banking, Southern PA Region

Fulton Bank

Travis Rhodes

Travis Rhodes

Regional President Greater Delaware Valley Region

BB&T

Ira Brown

Ira Brown

Regional President, Greater Philadelphia & Southern New Jersey

M&T Bank

Michael Fitzgerald

Michael Fitzgerald

President Commercial Banking, Southern Division

Univest

Dave Jacobs

Dave Jacobs

Managing Director

Ackman-Ziff

Thomas Shoemaker

Thomas Shoemaker

Pennsylvania Market President

TD Bank

Mark Nicoletti
Moderator

Mark Nicoletti

President & CEO

Philadelphia Suburban Development Corporation

Mark Turner

Chairman, President & CEO

WSFS Bank

Mark A. Turner, has been the President, Chief Executive Officer and a Director of

both WSFS Financial Corporation and WSFS Bank since 2007. In July, 2017

Mark was also elected Chairman of the Board of WSFS. Mr. Turner was

previously both the Chief Operating Officer and the Chief Financial Officer of

WSFS.

WSFS is a multi-billion dollar, publicly-traded financial organization

(NASDAQ:WSFS), the largest bank and trust company headquartered in

Delaware and the Delaware Valley, and the 7th oldest bank in the U.S. Mr.

Turner is privileged to be leading a Company that has been named by an

independent survey as a “Top Workplace” in its home market for the last 12

years in a row (with special recognitions for the Company’s leadership, ethics,

and career development), and has also been voted as the “#1 Bank” in its home

market for seven years in a row.

Mr. Turner received his MBA from the Wharton School of the University of

Pennsylvania, his Master’s Degree in Executive Leadership from the University

of Nebraska-Lincoln, and his Bachelor’s Degree in Accounting and Management

from LaSalle University. Among other executive leadership programs, Mr. Turner

has studied at National Training Labs, Aspen Institute, Gallup University, Toyota

University, Center for Creative Leadership, Harvard University, UC Berkeley,

Stanford University and Buckley School for Public Speaking. Mr. Turner is also

a frequent guest speaker at Wharton’s Executive Education programs.

Mr. Turner is an active leader in his communities. Among other activities, he has

served as: Chairman of the Board of Delaware Business Roundtable (DBRT); a

member of the U.S. Federal Reserve Board’s Advisory Council (FAC); Chairman

of the Board of Delaware Bankers Association (DBA); a member of the Executive

Committee of the Board of Delaware State Chamber of Commerce (DSCC); a

member of the board of First State Innovation (FSI); a member of the local Board

of Teach For America (TFA), Delaware; and a founding member of both

Delaware Talent Live (DTL) and Wilmington Leaders Alliance (WLA).

Susan Lonergan

President Commercial Banking, Southern PA Region

Fulton Bank

Susan Lonergan is Regional President of Fulton Bank’s Southeastern Pennsylvania Division,

where she leads the commercial sales and lending teams and is focused on growth strategies

for the market.

Under Sue’s leadership, Fulton Bank opened its first Philadelphia regional headquarters within

the city, and it is poised to open its first consumer financial centers in the city’s underserved

neighborhoods, as well as its first mortgage loan office.

Sue has more than 30 years of banking experience, which includes nearly 10 years as a

commercial relationship manager for CoreStates Bank in the Greater Philadelphia market,

where she served both Middle Market companies and Small Businesses.

For almost two decades, Sue worked at Bank of America Merrill Lynch, where she progressively

advanced with her responsibilities in both sales and strategy roles. Immediately prior to her

current role, Sue was managing director and small business strategy and planning executive for

Bank of America. In that role, she led the effort to integrate sales channels and product teams,

advance referral strategies across lines of business, and improve product delivery to small

businesses. She also regularly presented about small business owners’ outlook on business

and the economy on Bloomberg, MSNBC, WSJ and The Street.com.

Sue currently serves on the CHOP Corporate Council and as a mentor for United Way Women’s

Way. She formerly served on the board of the Trenton Business Assistance Corp. Sue is a

Summa Cum Laude graduate of DeSales University with a B.S. in accounting. She has three

grown children and resides in Bucks County with her husband.

Ira Brown

Regional President, Greater Philadelphia & Southern New Jersey

M&T Bank

Ira Brown is M&T Bank’s Regional President for the Greater

Philadelphia and Southern New Jersey Markets. He has served

in this position since 2010. Responsibilities include managing

the Middle Market and Real Estate activities of the Bank, as well

as overall operations of the Region. Mr. Brown has been with

M&T Bank for over 18 years, and has over 34 years of

experience in banking.

Prior to his responsibilities in Philadelphia, he managed the

Bank’s Middle Market business in Westchester and Rockland

County New York. Additionally, Mr. Brown opened the Bank’s

de novo commercial lending office in Saddle Brook, New Jersey.

Past responsibilities include managing the bank’s Healthcare

portfolio, which covers senior housing, skilled nursing, and acute

care industries.

Currently Mr. Brown serves on the Boards of the Central

Philadelphia Development Corporation, Cooper’s Ferry

Partnership, and the Barnes Foundation Corporate Council. He

holds a bachelor’s degree from Muhlenberg College and an MBA

from Seton Hall University. Mr. Brown resides in Haverford Pa

with his wife, Alicia. Hobbies include photography and vintage

cars.

M&T is a strong institution committed to the community and

understanding what’s important to our clients and their families.

Established in 1856, M&T Bank Corporation is one of the 20

largest U.S.-based commercial banks, with assets of

approximately $123 billion, more than 775 branches, 1,800

ATMs, and over 17,000 employees in Pennsylvania, Delaware,

Connecticut, New York, Maryland, New Jersey, Virginia, West

Virginia, and Washington, D.C.

Dave Jacobs

Managing Director

Ackman-Ziff

Dave joined Ackman-Ziff in 2011, bringing with him a diverse commercial real estate background in investment sales and capital advisory. He is responsible for originating, structuring and the placement of senior and sub-debt and preferred and joint venture equity. Dave has sold or financed every major asset class throughout the eastern half of the United States with a particular emphasis on the Philadelphia MSA and Mid-Atlantic.

Dave has spent his entire career in commercial real estate beginning in 2004 as an investment sales broker in the greater Philadelphia area, setting record price per square foot figures along the “Main Line”. He has represented high-net-worth individuals, private equity funds, private REITs, international investment groups, and pension fund advisors with their dispositions and structured finance needs.

As an avid writer, Dave has forged important relationships with prominent real estate publications through his commercial real estate and finance blog. His content has been featured in monthly columns on GlobeSt.com called the Philly 411, and has been quoted or published in the Wall Street Journal, the Mid-Atlantic Real Estate Journal, the Philadelphia Business Journal, Benzinga.com and numerous other publications. Dave graduated from New York University with a B.A. in economics.

Thomas Shoemaker

Pennsylvania Market President

TD Bank

Tom Shoemaker is the Market President for TD Bank in Pennsylvania. He oversees four regional

teams that include 35 lending officers with a $3 billion loan portfolio and 93 stores with $15

billion in deposits. The PA Market is one of the largest and most profitable markets at TD Bank.

He serves on the Bank's Customer and Employee Experience Committees.

In 2001, Tom joined TD Bank (then known as Commerce Bank) to help start a leasing company

and was its president from 2002 to 2004. Tom successfully transitioned to the

Regional/Commercial Bank in 2005, and has run the PA Market for the last 9 years. The Market

has doubled its community loan portfolio since 2011.

Tom received his undergraduate degree in finance from Susquehanna University and his MBA

from Villanova University.

Tom currently resides in Delaware County with his wife and five children. He is very active in

the community. He is the current Chairman of the Riverfront Alliance of Delaware County in

Chester, PA and on the Board and Executive Committee of BLOCS in King of Prussia; the

Philadelphia Freedom Valley YMCA; the Foundation of Delaware County; and the Greater

Philadelphia Chamber of Commerce's CEO Council for Growth, along with the Corporate

Council of the National Constitution Center in Philadelphia and on the Finance committee of the

Elwyn Institute.

Summary

1. The Fed plans to raise rates three times this year, though many expect a fourth.  Are they right, and what would this mean for you?

2. What should you expect as bankers prepare for inevitable rate hikes?

3. Should you expect tightened lending standards?

4. How are changes to U.S. tax laws impacting your investments?

5.  What is the long term effect of rate hikes on your developments in Philadelphia?

Venue

Pinnacle Business Center
1684 S. Broad St.
Lansdale, PA 19446

Free On-site
Parking

Agenda

Time Activity
11:30 AM
12:45 PM
Breakfast Provided By Hymie’s Delicatessen
12:45 PM
1:45 PM
Philadelphia Finance Forecast

Impact of the Fed's Rate Hikes and More!

1:45 PM
2:30 PM
More Networking!