HJ Sims Market Commentary: Going Gray

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

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LeadingAge MD 2022 Annual Conference

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Momentum.

We look forward to connecting at the LeadingAge Maryland conference & EXPO.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge Maryland. 

Visit the HJ Sims booth on the EXPO Floor, and start a conversation today. 

Attendance:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

2022 SC Public Charter School Alliance Leadership Summit

HJ Sims will be there – start a conversation with one of our expert public finance education team members specializing in structuring and underwriting public sector and charter school financings.

Thought Leadership

Session Title: Charter School Board Development & Responsibility – Best Practices

Session Date & Time: Wednesday, April 27, 2022 at 3:15 pm

Learning Objectives:

  1. Learn the twelve principles of governance that power exceptional boards and how they can be applied to an organization
  2. Gain an understanding of how to shift the board from crisis management back to strategic planning
  3. Understand the roles and responsibilities of  post-pandemic governing boards and be able to share that wisdom with a board

Featured Speaker:

  • Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims

Attendance:

  • Richard Harmon, Executive Managing Director, Head of Public Finance Education, HJ Sims

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Arkansas Charter Schools Conference 2022

2022 Annual Conference

The Arkansas Charter Schools Conference (ACSC) is an annual gathering for charter school leaders who bring important and diverse perspectives to K-12 education. Educators, advocates, and leaders are invited to attend in-person and share ideas about the future of education and how we can prepare all students to achieve their most ambitious dreams and plans. This will be an opportune time to collaborate with educators from around the state, hear from nationally recognized experts, and explore successful strategies together. 

HJ Sims will be there – start a conversation with one of our expert public finance education team members specializing in structuring and underwriting public sector and charter school financings.

Attendance:

PAHSA 2022 Spring Conference & 62nd Annual Meeting

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Presbyterian Association of Homes & Services for the Aging 

Senior living organizations have seen dramatic changes and tall challenges. How do we actively commit to diversity, equity, inclusion and justice within our organizations? How do we change the narrative and public understanding of senior living for the better? How can we gain strategic foresight to navigate and leverage forces influencing our mission?

Come stretch your mind and rejuvenate your spirit with your colleagues in ministry to older adults. We’ll engage these challenging topics and encourage each other within the fellowship of senior housing and services leaders.

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Attendance:

HJ Sims Market Commentary: A Bushel and a Peck

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Congratulates Brookhaven at Lexington for Achieving a “AA-” Credit Rating from Fitch

“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark

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LeadingAge South Carolina Annual Conference 2022

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2022 LeadingAge SC Annual Conference & Trade Show

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Visit us in our exhibit booth at the trade show. We are proud to support LeadingAge South Carolina as a Diamond Sponsor.

Attendance:

UMA 2022 Annual Meeting

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Growing in Partnership.

Join peers across the country in examining UMA’s communities’ most pressing and emerging needs while deepening connections. Connect deeply, maximize learning and recalibrate as we move forward in an uncertain, yet promising, future.

Exhibiting:

Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.

Sponsorship:

HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries. 

Thought Leadership

Educational Session: Developing and Operating Communities to Serve Middle-Income Seniors

Session Date & Time: Tuesday, April 26, 10:15 – 11:45am

Track: Finance and Operations, Governance and Leadership.

Learning Objectives: 

  1. Evaluate capital strategies and disciplines needed to develop a moderate-income project.
  2. Determine the best financing methods and capital structures for these communities.
  3. Realize how changes to traditional business and pricing models help attract seniors and manage operating expenses.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Kevin Anderson, President & CEO, Wesley Homes
  • David Buckhorn, President & CEO, Wesley Commons

Contacts:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.