Army Residence Community (July 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: Peaks

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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: Change for a Dollar

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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 OH 2022 Annual Conference

Momentum.

We look forward to connecting at the LeadingAge Ohio Conference.

Sponsorship:

HJ Sims is proud to be a Bronze Level sponsor for LeadingAge Ohio. 

Exhibiting:

Visit the HJ Sims booth #92 on the EXPO Floor, and start a conversation today. 

Education Session: Senior Living – Future Ready!

Session Date & Time: Tuesday, August 30, from 1:30pm until 2:45pm

Session 2E | Room: Regent 1

Session Description:

In this session, an Ohio senior living provider teams with financial, marketing and design professionals to share strategies for responding to evolving changes in senior living. Participants will explore projected census/demographics and examine how the pandemic will impact these projections for years to come. They will see how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers. Presenters will discuss how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings. Participants will see examples of how a community can tell its story through thoughtful design, branding and messaging and how these elements can be translated to marketing techniques that spark consumer imaginations and lead to more robust sales. 

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Hoppy Sells, Tandem Senior Living Advisors 
  • Margaret Yu, RLPS Architects 
  • Adrienne Walsh, Bayley at Green Township

Attendance:

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

LeadingAge NY 2022 CCRC Summit

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We look forward to connecting at the LeadingAge NY CCRC Summit.

Sponsorship:

HJ Sims is proud to be a sponsor for the Summit. 

Education Session: The Impact of Higher Interest Rates on Senior Living Providers

Session Date & Time: Tuesday, August 30, from 8:30am – 9:30am

Session Description:

The recent increase in interest rates has had a dramatic impact on the capital markets and financing activity. This session will show the changes in interest rates over the past year, how it has affected refinancings of existing debt as well as new issues for expansions and new communities, and what options are available to organizations in the current environment.

Featured Speakers:

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

Kendal on Hudson (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.

Continue reading

HJ Sims Market Commentary: Inflated Fears and Fresh Opportunities

HJ Sims Logo

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

2022 LeadingAge National Annual Meeting + EXPO

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2022 Annual Meeting

HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting. 

Exhibitor Hours: 

Visit us at Booth #1919.

  • Monday, October 17 : 12:00 pm – 3:30 pm 

  • Tuesday, October 18: 12:00 pm – 3:30 pm 

  • Wednesday, October 19: 9:30 am – 11:00 am 

Sponsorship:

HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National. 

Thought Leadership:

Education Session: Taking Advantage of Consolidation Opportunities

Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.

Session Description:

Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Culpepper, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.

Learning Objectives:

  • Learn how governance and organizational structure can help or hinder the ability to capitalize on opportunities.
  • Discuss how to be thoughtful and efficient at the same time.
  • Learn how management can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims 
  • Tom Bowden, Senior Vice President, HJ Sims
  • Dan Carlton, Board Chair, Lifespire of Virginia
  • Kenneth Young, Executive Vice President & General Counsel, United Church Homes

Attendance:

Women’s Brunch to Kick Off LeadingAge

This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.

Read more insightful thought leadership by the investment banking team at HJ Sims.

LeadingAge Gulf States/Louisiana Assisted Living Association 2022 Expo

Momentum.

We look forward to connecting at the LeadingAge Gulf States Conference.

Exhibiting:

Visit the HJ Sims booth #12 on the EXPO Floor, and start a conversation today. 

Attending:

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

RSVP for the HJ Sims Women’s Brunch 2022

HJ Sims Women's Brunch to Kick Off the LeadingAge Annual Conference

Date & Time: Sunday, October 16, 10:30am – 12:30pm

Location: Sundeck at The Denver Athletic Club

We look forward to hosting you at the Women’s Brunch and sharing stories among successful women leaders in the senior living community. Registration is by invite only and required to obtain access to the event. Please RSVP below by October 1st, space is limited.

Our Panelists & Moderator

Dyan McAlister

Dyan McAlister

Chief Financial Officer

Presbyterian Senior Living

MMessina_2022 (small)

Melissa Messina

Executive Vice President & Associate General Counsel, Investment Banking

HJ Sims

LynnDaly_03-2022

Lynn Daly

Executive Vice President

HJ Sims

jennifer

Jennifer McNiven

President/ Coaching Practice Lead (Moderator)

Aspire

If you would like more information about our participation in LeadingAge National, please visit our event webpage.

RSVP

Please complete this form to register for the Women’s Brunch.

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