Outlook Williamson

Online registration is closed, please join us at the door.

Outlook Williamson 2016
Presented by

March 15, 2016
7:30 a.m. - 11 a.m.
The Factory at Franklin

Outlook Williamson, presented by Skanska, is a half-day economic forum that will feature three 45-minute sessions with industry-leading experts and developers, providing an in-depth picture of Williamson County’s economy and using the latest emerging trends, growth projections and statistical data.

Network and enjoy a continental breakfast while perusing through the Renderings Gallery, which will feature a hands-on display of all the commercial real estate development projects currently in the works in Williamson County. After hearing from expert presenters and panelists, walk away with a brand new copy the 2016 Williamson County Trends Report in your hand, featuring a statistical data summary of the county's economic health.

SPEAKERS AND PANELISTS

SESSION ONE: COMPANY RECRUITMENT, EXPANSION, RELOCATION & SITE SELECTION

Ann Petersen
Vice President, Business and Economic Incentives
Jones Lang LaSalle
www.us.jll.com |

Ann Petersen is a member of the Business and Economic Incentives practice, a division of Jones Lang LaSalle. Ms. Petersen’s primary responsibilities include researching state and local economic development programs, coordination of state and local economic development programs, coordination and negotiation with state and local economic development officials, and implementation of incentives. She assists with all project negotiations.

Petersen provides complex financial analysis to her clients which includes 10-year P&L cash flow modeling of each project. In addition, Petersen utilizes her legal background to provide creative savings solutions to her clients through legal analysis, tax legislation and letter rulings.

Prior to joining the BEI Team, Petersen was with the State and Local Tax practice at KPMG LLP where her practice was focused on state and local income and incentives advisory and compliance services. At KPMG, Ms. Petersen worked with a broad range of multi-state clients that included leaders within the retail, manufacturing, and financial services industries. She advised her clients on a variety of transactions including tax compliance, state tax return review, advisory, state audit defense, tax due diligence, and business restructurings. In addition, her practice was a leader in state and local RAR exam reporting, state passthrough taxation, and state-level income and franchise taxes imposed on disregarded entities and partnerships, nonresident withholding, and negotiation of specialized filing methodologies.

Petersen holds a Bachelor of Arts degree in economics from Hamline University and a J.D. from Hamline School of Law. She is admitted to practice law in the state of Minnesota and is a member of the Minnesota State Bar. Ms. Petersen was an active member of the Minnesota State Bar Association (MSBA), a Board member and Officer of the Tax Council for the MSBA Tax Section, and was Editor of the MSBA Tax Section newsletter for 10 years. Ms. Petersen was also an active member of the Minnesota Chapter of Commercial Real Estate Women and is a national CREW Board member for the CREW Foundation – the philanthropic arm of CREW Network. She held a Commissioner position on the economic development board of a local Minnesota community.

SESSION TWO: REAL ESTATE DEVELOPERS PANEL

Jason Holwerda
Vice President, Brokerage Services
Foundry Commercial
www.foundrycommercial.com |

Jason Holwerda joined the Foundry Commercial team, formerly CNL Commercial Real Estate, in 2014 after spending nine years of his career with Crescent Communities, LLC.

During his time at Crescent, Jason leased over 1 million RSF (rentable square feet) of Class A office space in the Cool Springs sub-market and over 500,000 square feet in the Southeast Industrial market, totaling over $250 million in lease transactions. Holwerda was also instrumental in a 71-acre land sale and three building sales during that time. In 2010, Holwerda was named the Nashville Business Journal’s Office Broker of the Year and won the NAIOP award for Office Lease of the Year (Jackson National Life).

Prior to Crescent, Holwerda was a four-year letter winner on the hardwood court for Vanderbilt University, where he finished in the top ten all-time in school history for steals and assists. Jason was a three-time SEC academic honor roll section, three-time All SEC good works team selection and a member of the 2004 Sweet Sixteen team. He graduated with a B.S. in human and organizational development.

Mark Traylor
Director of Retail Properties
Boyle Nashville, LLC
www.boyle.com

Traylor has more than two decades of experience in the retail commercial real estate industry. His knowledge of construction and transaction experience with portfolio leasing and land sales provide a valuable resource of knowledge in all types of commercial transactions.

As Director of Retail Leasing at Boyle’s Nashville office, which opened in November 2001, Traylor oversees Boyle’s retail projects in Nashville, including property development, acquisition, management, sales, leasing, tenant representation, and brokerage.

His key relationships with the major retailers, both as a landlord and as a tenant representative broker, accelerate the deal process and add value to new developments throughout the Mid-South. Traylor has a vast amount of knowledge in the leasing and development of grocery-anchored retail centers, as well as substantial portfolio leasing and management experience. Before joining Boyle, he worked for the Trammell Crow Company, where he served as vice president and director of the company’s Memphis retail division. He also spent 11 years at the Weston Companies, where he was a retail leasing representative for Memphis and the Mid-South. Traylor has provided brokerage services in the acquisition and disposition of land for retail end users and investors, as well as tenant representation services for regional and national retailers such as Harris Teeter, Kroger, HomeDepot, Container Store, Petco, Dress Barn, California Pizza Kitchen, BB&T Bank, and Bank fo America.

Traylor received a B.B.A. from the University of Mississippi. Traylor is a Board Member for the Boys & Girls Club of Middle Tennessee, a co-founder, Board Member and Director of Nashville Friends of St. Jude, a graduate of Nashville Young Leaders, and past Board Member and Officer of the Phoenix Club of Nashville.

Axson West
Principal
Southeast Venture
www.southeastventure.com |

Since 1980, Axson has been involved in all aspects of the commercial real estate brokerage business, including office and industrial leasing, as well as improved property sales, but his primary emphasis has been land sales. Axson joined Southeast Venture in 1988 and built his reputation as Middle Tennessee’s leading site analyst and land transaction specialist, representing both buyers and sellers.

Axson, along with the other partners, directed the transformation of Southeast Venture from being an owner developer in the late 1980’s to the full-service brokerage and design services firm that it is today; serving other owners and commercial businesses with their real estate needs.

Axson earned a Bachelor of Arts from Vanderbilt University. He is a Certified Commercial Investment Member (CCIM), the global standard certification for commercial real estate professionals, and served as president of theMiddle Tennessee chapter.

Axson serves on the board of directors for nonprofits, such as ECON Club of Nashville and Republic CharterSchools, and has previous leadership roles on the Commercial Investment Division of Nashville Board of Realtors, Leadership Middle Tennessee and NAIOP-Nashville Chapter.

Glenn Wilson
Founder and CEO
SouthStar
www.southstarco.com |

Glenn Wilson has worked in commercial real estate development for more than a quarter century. Since forming SouthStar in 2001, Wilson has led the company in the acquisition of thirteen shopping center re-developments and eleven new developments totaling over $250 million in capital, and constructing new retail stores as the preferred developer for national chains such as Tractor Supply Company and Dollar General.

Before launching SouthStar, Wilson held increasingly responsible positions in the field of commercial real estate. He began his career as a commercial land broker in Dallas, TX. joining the Weston Companies (formerly Vantage Companies) of Memphis, where he became leading producer for all areas (office, industrial, retail). He then was promoted to vice president and managing director of Weston Companies-Nashville Retail Division, where he developed three shopping centers with a budget of more than $20 million. While at Weston, Wilson leased more than 1.5 million square feet of retail space with a value of more than $160 million, and was involved in the development or redevelopment of more than 2.5 million square feet of retail shopping centers. After Weston, Wilson formed Smith Crowe Wilson, LLC, which he helped grow to 70 employees with management of more than 6 million square feet of retail space in less than three years. Wilson also represented Home Depot for 10 years on the retail giant's site selections.

Wilson holds a real estatebroker'slicence in Tennessee, Mississippi and Kentucky, as well as the Certified Leasing Specialist (CLS) designation fro the International Council of Shopping Centers. He is a graduate of Texas Tech University, where he received a bachelor's degree in finance and real estate. He serves on the advisory board for Search Ministries-Nashville and is a former board of Trustee member of Brentwood Academy and New Hope Academy. Wilson is married with three children.

SESSION THREE: 2016 TRENDS REPORT ANALYSIS BY ALCOTT WHITNEY

Jim Alcott
Partner, Alcott Whitney
Partner and Co-Founder, Good Work Studios
www.alcottwhitney.com |

To Jim Alcott, an agency veteran with over 25 years experience, marketing is all about competition. He believes that competition comes with recognizing the fact that challenges and obstacles are a part of the game. A lesson he’s learned serving as lead strategist on numerous successful accounts, including Wachovia Bank, KinderCare Learning Centers, and the National Federation of Independent Business. “The game is always changing,” he says, “And it’s energizing to have to rely on both good, analytical thinking, as well as creativity and innovation to address and overcome the challenges.”

One can’t help but notice this creates the foundation of the marketing agencies Alcott’s founded. The first, Alcott Routon, established in 1994, served one-fourth of the nation’s 50 largest financial institutions, as well as national brands across other industries, as a knowledge-based direct marketing firm. In 2004, Harland Clarke (formerly Clarke American Checks) acquired the company, with Jim leading the agency until 2007. The second agency, of course, is Alcott Whitney.

Additionally, he cofounded Alcott Routon-spin off Altair Data Resources, Inc., a list and data company in 2001. Then in 2007, Jim co-founded Good Work Studios to start and operate businesses for the purpose of generating profits to fund nonprofits and other worthwhile efforts to change peoples’ lives. Other accomplishments include speaking and publishing on marketing topics and consulting for other agencies on operational improvement, business strategy and leadership, and building an employee-focused culture.

Knight Stivender
Director of Business Development & Client Loyalty
Alcott Whitney
www.alcottwhitney.com |

Knight Stivender developed an appreciation for data and audience insights during a 15-year media career with the Gannett Company. Her background in digital publishing and roots in journalism have given her opportunities to develop, reach and expand highly targeted niche audiences across a variety of verticals and interest groups.

She approaches business development with curiosity and empathy, preferring to listen, ask questions and understand rather than pitch or sell.

Knight joined the Alcott Whitney team in December 2015. In addition to her role with AW, Knight is a co-founder of Girls To The Moon, an organization that creates programming and content to empower and inspire young girls and their caregivers. She is also active in several community and professional organizations, including the American Marketing Association.

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