WHEN
March 13-14, 2013
WHERE
Millennium Biltmore Hotel Los Angeles
506 South Grand Avenue
Los Angeles, CA 90071
WHO
California municipalities, lending institutions, large property owners and representatives, contractors and PACE experts.
COST
No fee for symposium.
By invitation only.

Looking to the future of PACE, the symposium’s moderated discussions on program models, best practices and implementation will provide decision makers with the necessary tools to take advantage of this innovative approach to funding energy efficiency, renewable energy and water efficiency projects.

 

Agenda

The program will feature keynote addresses from political and industry leaders and five moderated panels with experts addressing key issues relating to program development,regulatory challenges, financial models and demand generation.

March 13

Welcome / Introduction: 1–1:15 p.m.

Howard Choy, General Manager, Office of Sustainability, LA County

Keynote: 1:15–2:15 p.m.

Jared Blumenfeld, Administrator for EPA’s Pacific Southwest Region (Region 9)

SESSION 1: 2:30–4 p.m.

Creating a Commercial PACE Market. Should a local government have a stand-alone PACE program or join a program sponsored by a Joint Powers Authority? Should there be one source of capital to fund a program or many sources of capital? This panel will explore the pros and cons of the different organizational and financial models for emerging commercial PACE programs.

Speakers:
  • Howard Choy, General Manager, Office of Sustainability, LA County
  • Cisco DeVries, President & CEO, Renewable Funding
  • Chris Lynch, Attorney and Vice President, Jones Hall (Counsel to SF, CSCDA, Placer County PACE programs)
  • Cory Downs, Conservation Specialist, City of Chula Vista
SESSION 2: 4:15–5:45 p.m.

The Mortgage Lender Relationship. Like all property tax assessments, PACE assessments have priority lien status over the mortgage—which has implications for the property owner's relationship with their mortgage lender. This panel will explore local government policy relating to mortgage lender consent or affirmative acknowledgement, as well as the industry's potential regulatory challenges with the Office of the Controller of the Currency.

Speakers:
  • Natalie Trojan, Senior Director, PACENow
  • Wayne Seaton, Managing Director, Government & Institutional Banking, Wells Fargo
  • Mahesh Shah, CEO, FigTree
  • John Kinney, CEO, Clean Fund
  • Stacey Lawson, CEO, Ygrene
NETWORKING RECEPTION HOSTED BY JOHNSON CONTROLS, INC.: 5:45–7 p.m.

Mingle with PACE experts, government officials, lenders, property owners and contractors at a hosted networking reception.

March 14

SESSION 3: 9–10:30 a.m.

Marketing and Demand Generation. It is estimated that the commercial building energy efficiency upgrade market is a $12 billion market annually over the next decade. This panel will explore best marketing practices for PACE programs and the relationship between local governments, contractors and commercial property owners.

Speakers:
  • Dave Hodgins, President & CEO, Sustento Group
  • Cliff Staton, Executive Vice President, Renewable Funding
  • Chuck McGinnis, U.S. Director Commercial Energy Solutions, Johnson Controls Inc.
  • George Caraghiaur, Senior Vice President, Sustainability, Simon Property Group
SESSION 4: 10:45 a.m.–12:15 p.m.

Getting Across the Finish Line: Commercial PACE Case Studies. Shifting from policy to practice, this panel will feature successful case studies of properties that have completed PACE transactions.

Speakers:
  • Rich Chien, PACE Program Manager, San Francisco
  • Derek Brown, Managing Partner, Project Sourcing, Clean Fund
  • Owner of Sonoma Mtn Village
Lunch: 12:30–1:45 p.m.

Keynote by Commissioner Andrew McAllister, California Energy Commission

SESSION 5: 2–3:30 p.m.

The Status and Future of Residential PACE. In July 2010, the Federal Housing Finance Agency issued a statement declaring that PACE caused significant "safety and soundness concerns" for the residential mortgage market. Several lawsuits were filed and a bill was introduced in Congress to overturn the FHFA decision. This panel will provide a status report on the lawsuit and legislative effort, as well as reports from local governments that have had residential PACE programs in spite of FHFA's statement.

Speakers:
  • Liz Yager, Energy and Sustainability Manager, Sonoma County
  • Barbara Spoonhour,¬†Director of Energy and Environmental Programs,¬†Western Riverside Council of Governments
  • Jenine Windeshausen, Treasurer Tax-Collector, Placer County
  • Sheridan Pauker, Senior Associate, Wilson Sonsini Goodrich & Rosati
SESSION 6: 3:30–4 p.m.

Wrap-up.

 

Partners and Sponsors

Sponsor logos
 

Parking/
Transportation

Parking
  • Millennium Biltmore Hotel valet: $20/day
  • Pershing Square garage: $10 before 11 a.m., $16 daily and overnight
Symposium Parking Map
Public Transportation

LADOT Transit Services
From City Hall ride DASH "B" toward the Financial District and exit Olive at 6th Street. From the Garland Building ride DASH “E,” exit Olive at 7th Street. For alternative routes, visit www.ladottransit.com/dash

METRO
Ride the Red or Purple Line toward downtown Los Angeles and exit Pershing Square (5th Street).
For alternative routes, visit www.metro.net

 

Accommodations

We have reserved a block of rooms at the Millennium Biltmore at a rate of $149 for a standard room.
Please call 213-624-1011 and provide the reference LAPACE.

Millennium Biltmore Hotel Los Angeles
506 South Grand Avenue
Los Angeles, CA 90071