HJ Sims 1st Annual Private Wealth Management Summit Recap

It’s hard to believe it’s been a month since the HJ Sims Private Wealth Management team came together in Boca Raton, FL for our 1st Annual Private Wealth Management Summit. The focus: alternative investments.

The Summit was an opportunity for our financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. With team members in offices around the U.S. and Puerto Rico, many team members have not had the chance to meet face-to-face with their colleagues outside of Zoom. The camaraderie proved to be invaluable, allowing the HJ Sims Private Wealth Management team to forge greater connections with each other and share insights.

While the connections were key, the icing on the cake was the thought-provoking education sessions put on by the Summit sponsors. The team heard about the latest on products, solutions and technology advancements from leading experts in the alternative investments space. Presenters included One Oak Capital Management, Glide Capital, Apollo Global Management, First Trust, Prospect Capital Management, InspereX, Nexpoint, Bluerock, WhiteHawk Energy and Capital Square as well as members of the HJ Sims investment banking team.

Check out the photos below for some of our favorite moments from the Summit.

Interested in building an investment portfolio or looking to take yours to the next level with our team? Get in touch.

Or interested in joining a firm that prioritizes learning and culture and has an extensive history of helping its clients navigate today’s complex market? Explore our career opportunities or get in touch.

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 First Trust, NexPoint, InspereX, First Trust, Prospect Capital Management, Capital Square, One Oak Capital Management, Glide Capital, Apollo Global Management, Blue Rock, WhiteHawk Energy or PCS.

HJ Sims Market Commentary: The Red, White and Blue

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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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24th Annual Knights of York Charity Golf Outing & Dinner

HJ Sims Financial Advisor, Michael Reed Torre is proud to sponsor the Knights of York 24th Annual Charity Golf Outing & Dinner benefiting children’s charities. Michael will be sponsoring a Corporate Foursome at the outing.

About the Knights of York

Founded in 1996, the Knights of York is a modern-day band of of brothers whose noble mission is to improve the lives of children in need. Their motto, “Every Knight for Their Tomorrow” is the vow each Knight takes to succeed at their goal.

A 501(c) (3) nonprofit organization, the Knights of York began its charitable journey as an outgrowth of professional friendship the founders formed. They continue to work compassionately to raise funds for lesser known causes. To date, the Knights of York have donated nearly one million dollars to support medical research, educate autistic children and provide resources to worthy community programs. 

Michael Torre is the President Elect of the Knights of York and part of the Golf Outing Committee.

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

Goodwin Living (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: Tilting

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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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Interface 9th Annual Senior Housing Southeast Conference

Sponsorship:

HJ Sims is proud to be a sponsor for Interface’s 9th Annual Senior Housing Southeast Conference and we look forward to connecting at the event. 

Education Session: Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market 

Session Date & Time: Wednesday, August 17th, 11:05 am – 11:55 am

Featured Speaker:

  • Curtis King, Executive Vice President, HJ Sims
  • Kevin Pascoe, Chief Investment Officer, National Health Investors
  • Kelly Sheehy, Senior Managing Director, Artemis Real Estate Partners
  • Isaac Dole, Founder and CEO, Birchwood Healthcare Partners
  • Matt Pyzyk, Managing Director, Acquisitions, Green Courte Partners
  • Adam Heavenrich, Managing Director, Heavenrich & Company

Attending:

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

LeadingAge Michigan Annual Leadership Institute

HJ Sims will be there – We look forward to connecting at the LeadingAge Michigan Annual Leadership Institute.

General Session

Session Title: Senior Living Change and Growth – Future Ready

Session Date & Time: Thursday, August 11, 2022 at 10:15 am

In light of the undeniable demographic projections and increased regulatory scrutiny within the senior living industry, providers cannot stand still. Change and growth is a constant. This session provides opportunities for attendees to synthesize this information to understand best practices for moving forward with change and growth. One of learning objectives for this presentation will be how existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.

Featured Speaker:

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

HJ Sims Market Commentary: Sinkers and Curves

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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 Florida 59th Annual Convention & Expo

Momentum.

We look forward to connecting at the LeadingAge Florida Convention & Expo.

Educational Session: Senior Living – Future Ready!

Session Date & Time: Thursday, July 21, 1:30- 2:30 pm.

Development, financial, marketing and design professionals will share strategies for responding to evolving changes in senior living.

Explore projected census/demographics and examine how the pandemic will impact those projections for years to come. See how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers – and how they can rise to meet the future!

Presenters discuss new models of senior living that are starting to challenge traditional communities and explore how these organizations meet consumer expectations by doing more with less though service flexibility and qualitative vs. quantitative experience. Attendees will discover how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings.

See examples of how a community can tell their story through thoughtful design, branding and messaging. Explore marketing strategies that spark the imagination of future consumers by making them part of that story.

Learning Objectives:

• Learn leading edge projections that will impact the future of senior living.
• Learn about emerging models of senior living and how to develop reality-based projects to stay competitive.
• Learn strategies for successful marketing and brand evolution through storytelling.

Sponsorship:

HJ Sims is proud to be the Mobile App Push Notification & Name Badge sponsor for LeadingAge Florida.

Visit our HJ Sims team at booth #605 on the EXPO Floor, and start a conversation today.

Featured Speakers:

  • Tom Bowden, Senior Vice President, HJ Sims
  • Hoppy Sell, President, Tandem Senior Living Advisors
  • Dana Wollschlager, Partner, Practice Leaders, Plante Moran Living Forward
  • Margaret Yu, Director of Client Experience, RLPS Architects

Attending: 

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

NC Association of Public Charter Schools 2022 Conference

The North Carolina Association for Public Charter Schools proudly presents the 2022 North Carolina Charter Schools Conference Rock the Boat in Wilmington, NC! This theme is inspired by the rich maritime history of coastal North Carolina as well as NC charter schools’ legacy of innovation and exploration. Throughout the conference we will encourage teachers, administrators, board members, and businesses to aspire to going beyond the status quo, and instead, “shake things up” in their respective roles. As each of us strives for excellence, our state charter school sector improves as a whole!

Sponsorship:

HJ Sims is proud to be a Coffee & Snack/Schooner Sponsor for NCAPCS Conference.

Visit our HJ Sims team at booth #10 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.

Senior Living Portfolio in Florida

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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 Market Commentary: End of an Era

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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 Closes $25.515 Million Series 2022 Bonds for Texas Public Charter School

HJ Sims announces the closing of a $32 million USDA-financed expansion project for Evenglow Lodge in Pontiac, IL. In accordance with USDA-debt requirements, proceeds of the financing will be used for the construction of 76 replacement assisted living units, common space and other space used by the Health Center, as well as for the demolition of the existing assisted living structure.

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Asbury Maryland (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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HJ Sims Market Commentary: One Day at a Time

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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