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HomeMy WebLinkAboutPEC ApplicantsAnnalise M. Durante C: (630) 414-5663 | E: annalise.durante@gmail.com March 24th, 2025 Town of Vail Planning and Environmental Commission To Whom It May Concern: For the past few years, I have been working as both a Senior Sustainable, Responsible and Impact Investing (SRII) Analyst and an Investment Counselor at an independent Bay Area investment firm, Bailard. As a member of the Sustainable, Responsible and Impact Investing team, I’ve had the opportunity to become deeply engaged in the exciting and evolving field of sustainable investing. Since we are a fairly small team, I have an expansive set of responsibilities including research, portfolio management, impact/sustainability reporting, and the management of many high touch and complex client relationships. Additionally, I contribute to the shareholder engagement efforts with our portfolio companies with the goal of improving their behavior on sustainable and responsible investment issues. It is imperative that I stay up to date on sustainable investing trends and research, be able to communicate these to our investment teams and clients and, when appropriate, convert certain issues to investment action. Another key responsibility is the annual reporting of Bailard’s compliance with the United Nations-led Principles for Responsible Investment. These various duties have enhanced my ability to approach challenges with an analytical and innovative mindset, succeed in a fast paced and dynamic environment, and work well both independently and with a team. In my current role, I’ve gained knowledge and experience that will be integral to being an effective member of the Planning and Environmental Commission. The responsibilities of the role are well-aligned with my experience and passion, and I am very keen to give back to the community and Town that I love. I am confident that my experience, drive, exceptional quality of work, and values make me an ideal candidate for this role. I look forward to sharing more with you about how I can contribute to the Planning and Environmental Commission. Thank you for your time and consideration. Sincerely, Annalise Durante Annalise M. Durante C: (630) 414-5663 | E: annalise.durante@gmail.com PROFESSIONAL EXPERIENCE San Francisco, CA and Remote January 2023 to Present Bailard, Inc. ESG Analyst and Investment Counselor Senior ESG Analyst and Portfolio Associate- Sustainable, Responsible and Impact Investing (SRII) group June 2017 to December 2021 Conducted ESG/SRI research on portfolio companies and impact themes Helped develop and maintain the proprietary ESG CaptureTM scoring methodology Led the firm’s corporate engagement efforts and worked with outside corporate engagement partners Managed Bailard’s relationship with the United Nations-led Principles for Responsible Investment and owned the annual reporting of the firm’s ESG integration practices Responsible for managing the SRII clients’ portfolios to an ESG/SRI investment strategy Helped create and manage two new ESG, carbon-free investment strategies in 2018, which now have roughly $100MM AUM Contributing writer to many ‘Issue Briefs’, whitepapers and thought pieces covering a wide array of social and environmental issues Freelance ESG Consultant and Writer during year of international travel Remote Worked for several clients writing and consulting on ESG topics January 2022 to December 2022 Citigroup- Institutional Clients Group West Palm Beach, FL Private Bank Analyst June 2014 to July 2016 One of sixteen analysts chosen in North America for Citi’s two-year rotational analyst program, Class of 2014 Duties included: performance reporting and preparing for investment reviews, assisting with construction of appropriate client strategic and tactical asset allocations, various projects related to the traditional investments platform, relationship management and client onboarding, family office client/ prospect management Gained knowledge and experience in private wealth management, investment products, family office structures, and best practices for managing client relationships FELLOWSHIPS AND VOLUNTEER EXPERIENCE The Bailard Foundation Remote Board Member May 2019 to December 2021 Sourced and assessed potential grantees within the Foundation’s focus areas: affordable housing, homelessness & poverty, and financial literacy The Samburu Project Remote Young Leaders Board Member August 2019 to December 2021 Assisted the Board’s Fundraising Committee and helped with planning of the annual fundraising gala FLD Company Phnom Penh, Cambodia Microfinance Volunteer October to November 2016 Spent two months volunteering for the microfinance branch of FLD Company, whose goal is to eradicate rural poverty in Cambodia via the provision of micro loans and business mentorship Edited the Credit Policy and provided suggestions for improved loan terms and business operations Experienced the challenges of working in a country with very limited access to resources, and with an unstable political and socio-economic environment The Civic Accelerator Remote Pipeline Development Fellow January to May 2017 Aided in the venture research, outreach, and selection process for the Spring 2017 cohort of The Civic Accelerator – the first startup accelerator program and investment fund focused on civic ventures EDUCATION University of Miami Coral Gables, FL Bachelor of Science in Business Administration, GPA: 3.5 May 2014 Major in Finance; Minor in International Business Dickinson Scholarship, Provost’s Honor Roll, Dean’s List Anglo-American University Prague, Czech Republic Study Abroad Semester; Spring 2013 LICENSES TECHNICAL SKILLS Series 7 Series 66 Proficient in Microsoft Office Product Suite Proficient in Bloomberg John Kirschner 1995 Chamonix Lane Vail, CO 81657 jkvail@comcast.net 970 390-6192 March 26, 2025 To whom this may concern: My name is John Kirschner & I am applying for the Planning & Environmental Commission. I have lived in the Town of Vail for 37 years & cannot picture myself living anywhere else. I am mostly retired & have time & energy to commit to this commission. I understand that there is a lot of homework involved & I am willing to do that. Vail has been very good to me & I want to give back to the community. respectfully, John Kirschner JOHN KIRSCHNER 1995 Chamonix Lane Vail, Colorado 81657 970 390-6192 jkvail@comcast.net WORK EXPERIENCE 2020-Present Giro Sport Design. Manage all Pro Programs for CO Vail Ski School. (Vail Resorts) Part-time ski instructor on Vail Mtn. (7 days per winter) 1989-2020 National Sales Manager/Trendsetter & Pro Sales Program Manager/Management Consultant - A Partial List of Employment and Clients Includes: Ardica Technologies, San.Francisco., CA. Ski & Outdoor Industry Liason. Created & managed Trendsetter, Tester & Pro Programs. BAS USA, King of Prussia, PA. Management Consulting, Long Range & Strategic Planning. Consultant for Ski Area Uniform Purchases. Past clients: Aspen Skiing Company, Bristol Mountain, Snowbird Ski & Summer Resort. Degre 7 Skiwear. Van Nuys, CA & France. National Sales Manager. Marmot Mountain Works. Grand Junction, CO. Market Research for skiwear market entry. Nara Sports. Japan. Direct pro sales, product testing, and product line and market development for U.S. operations. Ski Magazine. NY, NY. Ski Tester. SkiNet. NY, NY. (Ski Magazine Internet) Skiwear Correspondent. Vail Associates, Inc. Vail CO. Managed Sister Resort Program & New Skier Program for VAI. Vail Associates, Inc. Vail, CO. Full Certified Ski Instructor Vail Snowsports School (Vail Resorts). Vail, CO. Various marketing projects Vail Sports Medicine Physical Therapy. Vail, CO. Management Consulting, Long Range & Strategic Planning. Viele Construction. Vail, CO. Sales & Marketing, Long Range & Strategic Planning. 1988 Brambilla-France. Denver, CO. Vice President of Sales. 1984-1988 Scott USA. Sun Valley, ID. National Sales Manager. Managed 12 independent sales reps for sales & distribution of Scott poles & goggles. Account base: 1,200 dealers. Maintained 50% market share of ski poles. Increased goggle market share from 20% to 25%. 1976-1984 The North Face. Berkeley,CA. 1976-1977. Managed the North Face Plan (Key Dealer Program). Initiated & Managed the accessories program. 1980. Started The North Skiwear Division. Developed business plan and products. 1980. Uniform National Sales Manager (for ski areas). Developed program with results of over $1,000,000 in annual sales to over 100 areas. Created & managed Trendsetter & Tester Programs. 1981-1984. Skiwear National Sales Manager (for wholesales accounts). Increased T.N.F. skiwear sales from $4,000,000 to $7,000,000 & increased dealer base from 300 to 500 accounts. Managed sales force of 11 independent reps and product development, P&L, and advertising for the division. Retained Uniform Division management. Retained Trendsetter & Tester programs. 1968-1976 Vail Ski School (Vail Associates). Vail, CO. Ski instructor. EDUCATION B.A. in English and Education, Northeastern University. Boston, MA. Graduated 1968. REFERENCES Available upon request. 3/26/25 Bobby L’Heureux 2195 Chamonix Ln Apt 6A Vail, CO 81657 Town of Vail As a long- ntribute my skills and experiences to help guide this experience cision- ibility of Sincerely, Bobby L’Heureux March 26, 2025 Submitted electronically Vail Town Council 75 South Frontage Road Vail, CO 81657 Dear Town Council: Please consider me for continued service on the Planning and Environmental Commission (PEC). During and after the pandemic, I observed that interest in living in Vail increased dramatically. Combined with the increased capacity of the Vail Ski Area, we are at an important point in the continued development of Vail. Because of my love of Vail, I would like to continue to have an active role in the protection of the Vail area and, if possible, have a voice in the continued, sustainable development of Vail. My experience on the PEC the last year-plus has only heighted my interest in this effort. To that end, I would like to use my time to assist in helping to ensure that new developments and re- developments in Vail maintain the beauty and grandeur of Vail, and do not cheapen the experience for Town residents and visitors alike. I am available to answer any questions about me, my qualifications or my background, should you or any members of the current PEC wish to inquire. On April 1, I understand that interviews will be conducted. I am out of town for a conference that day, and I could participate by Zoom or telephone, if that works for the Town Council. I realize that there was an issue with my attendance in the fall of 2024. At that time, I was working to finalize a divorce, which is now behind me and no longer a hindrance to my time and commitments. (I also had a three-week trial in Delaware in 2024, which is not the norm for my practice). Best regards, Scott P. McBride ip@lawyer.com Scott McBride 5075 Ute Lane Vail, CO 81657 ip@lawyer.com 312.342.6660 Education University of Wisconsin-Madison B.S., with honors, Astrophysics 1995 University of Dayton School of Law J.D., magna cum laude 1998 Relevant Work Experience McAndrews, Held & Malloy, Ltd., Lawyer, 1998-present (became equity partner in 2007); including service on hiring and marketing committees University of Illinois-Chicago Adjunct Professor, 2021-present U.S. Patent Office, patent examiner, 1996 Relevant volunteer experience Planning and Environmental Commission, Town of Vail, late 2023/early 2024 through March 2025 HOA Board (600 owners, $10M budget), including service as President and Treasurer, 2009-2020 Baseball coach, 2011-2021 Birds of Prey, course set-up, 2019, 2021, 2022, 2023 (event not held 2020) Interests: skiing, hiking, road biking Kathryn Middleton 1865 W Gore Creek Dr Vail, CO 81657 (970) 376-1076 katmidds@gmail.com 25th March 2025 Stephanie Kauffman Vail Town Clerk 75 S Frontage Rd Vail, CO 81657 Dear Steph, I am interested in filling a seat on the Planning and Environmental Commission (PEC). My 2.5 years of experience on the Design Review Board taught me how to engage in meaningful discussion regarding the application of town codes with the purpose to uphold the standards of maintaining Vail’s unique character and aesthetic. We faced some controversial applicants where there was some dissent on how best to proceed in our decision, but on all occasions we were able to have dynamic conversations and proceed accordingly to adhere to town code and vote. The PEC is a new opportunity for me to participate in Vail’s short and long- term goals process that ensures a sense of community and preserves the quality of life here. I am good at doing my homework to expand my knowledge on town codes, ordinances, land use, and environmental impact policy, regarding variances and conditional use permits, special development districts, subdivisions, rezoning and proposed plans that come before the Commissioners. The PEC has an important role to advise the Town Council and uphold the Town’s vision in all areas mentioned above and I believe I am up for the challenge and will be an asset to the Commission in the decision making process. This is a great time in my life to give back to my community after living in the valley for forty two years. My regard for the Town of Vail as a community- based entity is strong, it is why I feel that my contribution as a member of the PEC is the right next-step in giving back. Thank you, Kathryn Middleton Karen Marie Perez 980 Vail View Drive, Unit A104, Vail, Colorado 81657, Telephone: (720) 838-0564, Email: karen@perezlegalassociates.com March 25, 2025 Via Email: Ms. Stephanie Kauffman Town Clerk Town of Vail, Colorado 75 S. Frontage Road Vail, Colorado 81657 Ms. Kauffman: I am writing to express my interest in a vacant seat on the Vail Planning and Environmental Commission for the Town of Vail, Colorado that is currently posted on the Town’s website. I am a somewhat new resident to Vail, and it is with pleasure that I am pursuing this opportunity become more involved in my community. I am a native of Colorado and have over twenty years of commercial real estate and real estate finance law experience. I am licensed to practice law both in Colorado and California. Additionally, I have had several mayoral appointments as a former resident of Denver, Colorado, as well as Council appointments within the Town of Vail. These appointments and public service include: 1. six years as Board Member of the Planning and Environmental Commission for the Town of Vail (“PEC”); 2. four years as a Board Member on the Planning Board for the City and County of Denver, Colorado (“Denver Planning Board”); 3. four years as a Board Member on the Lowry Economic Redevelopment Authority (“LRA”); and 4. two years as a Board Member on the Lowry Community Land Trust (“LCLT”). During my time on the PEC, I was Vice-Chair from 2020-2023. Also during this time, Town Council made affordable housing a priority, we approved the West Vail Master Plan, which included employee housing for the Double Tree Hotel redevelopment. Ms. Stephanie Kauffman March 26, 2025 Page 2 While on the Denver Planning Board, I was on the committee which redrafted the entire Denver Zoning Code which switched the City from traditional zoning districts to form-based zoning. This involved much work with drafting, interpreting, and implementing regulations, in addition to public meetings and hearings. This experience enables me to understand the perspective of all involved. I believe that the VLHA and those attempting to transact business within the Town can benefit from my ability to find creative solutions to problems which meet the needs of all parties. Equally, important is that I have the ability to learn, to listen, and to help implement new tools required for said solutions. My resume is included in this submittal. Thank you for your consideration. I look forward to hearing from you! Best regards, Karen M. Perez Enclosure CONFIDENTIAL KAREN MARIE PEREZ 980 Vail View Drive, Unit A104, Vail, Colorado 81657 Telephone: (720) 838-0564, Email: karen@perezlegalassociates.com SUMMARY I have 20+ years of solid real estate experience representing clients ranging from corporate and private developers, investors, school districts, landlords, tenants, lenders, housing authorities, non-profits, and public/private partnerships. My practice generally focuses on three areas: (1) Real Estate Transactions- acquisitions, dispositions, commercial leasing and development; (2) Real Estate Finance- lending, loan documentation, equity funds, hedge funds, bonds, municipal finance, special districts loan workouts, refinances, bridge loans, TIFs, special districts, and transit oriented developments; and (3) Housing and Community Development- specifically tax credit transactions (low income, historic, and new markets). All areas require expert knowledge of financing, purchase and sales, leases, easements, licensing, title and survey review, construction documents, and superior negotiation and solution skills. EDUCATION University of Colorado School of Law Juris Doctorate, May 1999 Rothgerber Moot Court Competition; Faculty Excellence Committee Colorado State University B.S. Business Administration –Finance & Real Estate, May 1996 President’s Scholarship (1992-1993); Most Outstanding Diverse Student Scholarship (1992-1996) National Student Exchange at University of Maryland at College Park, Fall 1994 LICENSURE State Bar of California- November 1999 State Bar of Colorado- October 2000 U.S. Supreme Court, May 2011 BOARDS Town of Vail Planning and Environmental Commission- Commissioner 2017-2023, Vice-Chair 2020-2023 Mayor Hickenlooper Transition Team- Member of the City Attorney Committee, Summer 2003-Winter 2010 City and County of Denver Planning Board- Mayoral Appointment, October 2006-September 2010 Lowry Redevelopment Authority- Board of Directors, appointed February, 2002-2006 Lowry Community Land Trust- Board of Directors, appointed February, 2002-2005 Denver Community Leadership Forum- Class of 2004 Hispanic National Bar Association- VP Committees, Treasurer, Reg. President, Finance Committee 2001-2013 Colorado Hispanic Bar Association- Board of Directors 2002-2013; VP Bus. Devel. 2011-2013 Vail Valley Business Women- Board of Directors, Member at Large 2016-2018, Chair-Holiday Soiree 2016-2018 EXPERIENCE Perez & Associates LLC, Denver/Vail, Colorado November 2014-Present; January 2009-November 2013 Managing Member: Draft, negotiate and review all documents (including loan documents) relating to commercial real estate developments, including leasing, land use, real estate finance, bond documents, entitlements, acquisitions, dispositions, low income housing tax credit (LIHTC) transactions, new market tax credit (NMTC) transactions, historic tax credit (HTC) transactions, and medical office building development including leases, purchase and sale agreements, assignments, estoppel certificates, consents, easements, nondisturbance agreements, CCR’s, title, survey, and corporate documents; draft and negotiation all documents related to Neighborhood Stabilization Program (NSP 1 and 2) funds; representation of landlords, tenants, purchasers, sellers, lenders, borrowers, tax credit investors, and developers; continue practice described below. Fox Rothschild LLP, Denver, Colorado November 2013-November 2014 Counsel: Draft, review, negotiate, all documents related to commercial real estate developments, including leases, purchase and sale agreements, estoppel certificates, SNDAs, construction contracts, architect agreements, loan documents, asset purchase agreements, title, development, option, entitlement, and assignment documents. CONFIDENTIAL-Karen Marie Perez Manage, mentor, and train paralegals and associates, coordinate legal team on large projects among and between offices. Continue practice described below. Garcia Calderon Ruiz, LLP, Denver, Colorado September 2007-December 2008 Partner: Joint responsibility for establishing the Denver office of a national law firm. Represented school districts and water districts as general counsel, particularly bond transactions and student housing developments. Drafted, negotiated, and reviewed all documents related to commercial and public/private partnership real estate developments, and LIHTC transactions. Continued practice described below. Kutak Rock LLP, Denver, Colorado October 2006-August 2007 Senior Associate: Structured, drafted, negotiated and reviewed all documents relating to real estate development (including entitlements for commercial, mixed-use, mixed-income and retail), real estate acquisitions and dispositions, lease-up, complex financing, NMTC transactions and HTC transactions, including corporate, financing, commercial real estate, leasing and syndication documents, construction, development, management agreements, and bond issues and issuance. Negotiated work-outs, identify bankruptcy and reorganization issues for commercial and LIHTC transactions. Representation of landlords, tenants, housing authorities, borrowers, developers, tax credit investors, CDEs, and lenders. Continue practice described below. Faegre & Benson LLP, Denver, Colorado April 2001-September 2006 Associate: Drafted, negotiated and reviewed all documents relating to commercial, mixed-use and mixed-income real estate developments, land use, entitlements, acquisitions, dispositions, LIHTC transactions, NMTC transactions, HTC transactions, and medical office building development including leases, purchase and sale agreements, assignments, estoppel certificates, consents, easements, and nondisturbance agreements; drafted, negotiated and reviewed financing documents relating to commercial, mixed-use and multi-family developments, including bond documents; review title policies, commitments and real property surveys; formed corporate entities; drafted and negotiated formation and operating documents, construction contracts, architect agreements, development, service, management, and operational agreements, plus CCIOA declarations and condominium maps. Legal research. Fisher, Sweetbaum & Levin, P.C., Denver, Colorado April 2000-March 2001 Associate: Drafted, negotiated and reviewed all documents relating to commercial real estate development and wireless site acquisitions, including leases, purchase and sale agreements, review title and surveys; form corporate entities; drafted asset purchase agreements, articles of organization and operating agreements. Deloitte & Touche LLP, San Francisco, California September 1999-March 2000 Tax Consultant: Researched various issues relating to state and local tax, e-commerce, and estate and gift tax; drafted memoranda; responded to Internal Revenue Service requests for documents. Justice Alex J. Martinez, Colorado Supreme Court, Denver, Colorado October 1998-March 1999 Judicial Fellow: Researched various legal issues on petition for certiorari; drafted legal memoranda recommending the grant or denial of certiorari; discussed and analyzed pending cases; observed oral arguments. SPECIAL SKILLS/PUBLICATION/OUTSIDE INTERESTS Languages: Proficient in Spanish Certified Mediator: Certified Mediator via Colorado Bar Association. Publications/Speaker Presentations/Interests: “Real Estate Law- Today’s Market” –HNBA National Convention, Minneapolis, MN September 2010 Featured in Denver Business Journal Young Entrepreneurs Series, June 6, 2010 DuPont Minority Counsel Conference- Planning Committee 2006 “Mitigating Risks When Purchasing Brownfields Redevelopment Property” –Colorado Real Estate Journal, August 19, 2003 “Tax Credits 101” –ABA Forum on Affordable Housing, May 2003 Colorado Women’s Bar Association-Member- Professional Development Committee Interests: Skiing, cycling (Vail Valley Vixens member), cooking, yoga, Pilates, SUP, and traveling.