The Gathering Place (May 2022)

HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,

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Phoebe Ministries (May 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

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HJ Sims Market Commentary: The ESG Lineup

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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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HJ Sims Market Commentary: Friend or Foe?

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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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2022 National Charter Schools Conference

HJ Sims is proud to sponsor the National Charter School Conference.

The National Charter Schools Conference (NCSC) by the National Alliance for Public Charter Schools is where the movement meets as the largest national gathering of educators, advocates, and leaders in the charter community. It is where you connect with people, resources, and expertise that empowers and inspires your work. With nationally recognized experts, content curated specially for the sector, and a focus on collaboration, NCSC offers the best learning experience for those shaping K-12 education.

Visit our team at booth #616.

Attending:

Cocktail Reception hosted by HJ Sims & EPIC Insurance Brokers

View the photos from the Cocktail Reception at the 2022 National Charter School Conference.

Click on each album to view all photos.

HJ Sims Market Commentary: Dancing in the Clouds

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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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First Community Village (March 2022)

HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,

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HJ Sims Announces 1st Annual Private Wealth Management Summit

The HJ Sims Private Wealth Management Group is pleased to announce our first annual Private Wealth Management Summit. The internal Summit will be hosted on May 31st through June 3rd at The Boca Raton resort in Boca Raton, FL, a short drive from HJ Sims’ Boca Raton office. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.

The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.

Alternative investments are any financial asset that does not fall into one of the conventional investment categories, such as stocks, bonds and cash. Alternative investments include real estate, private equity, hedge funds, venture capital and collectibles.

Our three-day Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space. 

Thank you to our 2022 Summit sponsors!

The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with The Boca Raton, NexPoint, InspereX, First Trust, Capital Square, One Oak, Glide Capital, Apollo, Blue Rock, WhiteHawk Energy or PCS.

HJ Sims Market Commentary: Mega Meta Menu

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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 PA 2022 Annual Conference

The LeadingAge PA Annual Conference brings together all of the key leaders in Pennsylvania senior services, professionals supporting our long-term care communities, and hundreds of esteemed business partners. HJ Sims is excited to join the LeadingAge PA organization and see everyone in person once again at Hershey Lodge in 2022!

 

Sponsorship:

HJ Sims is proud to be a sponsor for LeadingAge Pennsylvania.

Visit our HJ Sims team at booth #24 on the EXPO Floor. 

Attending:

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

LeadingAge VA 2022 Annual Conference & Expo

Momentum.

We look forward to connecting at the LeadingAge Virginia Conference & Expo.

Sponsorship:

HJ Sims is proud to be a sponsor for LeadingAge Virginia. 

Exhibiting:

Visit the HJ Sims booth #208 on the EXPO Floor, and start a conversation today. 

Education Session: Opportunity is Knocking

Session Date & Time: Thursday, June 16, from 11:15am until 12:15pm

Session Description:

Hear how two high-functioning multi-sites, Goodwin Living and LifeSpire of Virginia, address their approach to growth strategy and implementation through a variety of means, including expansion, acquisition, disposition, and diversification of revenue streams, among others. This session will utilize case studies from both organizations and be led by executives from each. Objectives of this session include understanding how governance and organizational structure can help or hinder the ability to capitalize on opportunities; understanding how to be thoughtful and efficient at the same time; and learning how a board can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • Tom Bowden, Senior Vice President, HJ Sims
  • Jonathan Cook, LifeSpire of Virginia
  • Lindsay Hutter, Goodwin Living

Attending:

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

Special Market Update

As we continue to experience daily fluctuations in our capital markets, HJ Sims is committed to keeping our employees, our clients and our business partners informed. We are diligently tracking the key indices and data that drive our sectors’ interest rates and access to capital. We have developed a set of straightforward charts that capture these trends and are updating them regularly. Please download PDF below.

We will update this page adding information as frequently as needed.