HJ Sims 2nd Annual Private Wealth Management Summit

HJ Sims is pleased to announce our second annual Private Wealth Management Summit. The internal Summit will be hosted on June 19th through June 21st at The Boca Raton resort in Boca Raton, FL. 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.

The Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space — including Apollo Global Management, First Trust, PCS, Nexpoint, Skyway Capital Markets and Saybrus Insurance Strategies, WhiteHawk.

Thank you to our sponsors!

Sponsor-Apollo
Sponsor-PCS
Sponsor-First-Trust
Navy NexPoint Logo (3) (1)
whitehawk_logo
Sponsor-Saybrus
SkywayCapitalMarkets,LLC_70026

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, First Trust, Apollo, WhiteHawk, Saybrus, Skyway Capital Markets, or PCS.

2023 LeadingAge New Jersey & Delaware Annual Meeting + Expo

HJ Sims is proud to be attending and presenting at the 2023 LeadingAge New Jersey & Delaware Annual Meeting + Expo. We look forward to connecting. 

Education Session:

Planning the Future: For Those Who Don’t Own a Crystal Ball  
Thursday, June 22, 2023 | 9:45 am – 11:00 am 

Astronomical construction costs and disruptive supply chain issues are key factors delaying or effectively freezing many expansion initiatives and capital projects. Combine those with a focus on the historic labor shortage and lingering effects of the COVID Pandemic, and it is clear why so many senior living organizations have put plans on hold in order to weather the storm. For many organizations, these challenges may create an exciting opportunity to plan for the future. In this highly competitive and ever-changing market, realigning and repositioning assists is critical in order to sustain the organization longer term. 

This session will showcase two organizations in particular, who chose master planning at this precise time; even while other capital projects were already in progress. Presbyterian Senior Living (PSL) is a not-for-profit organization, providing retirement and senior care services for more than 90 years. Headquartered in Dillsburg, Pennsylvania, they provide comprehensive services and accommodations to more than 6,000 seniors in 30 locations across the mid-Atlantic region of Pennsylvania, Maryland, Ohio and Delaware. Focused on their campus in North-west Philadelphia, PSL sought an exercise that would clearly identify a plan for the future that would offer new housing types it hadn’t envisioned before. Parker Health System was founded more than 110 years ago, as a place where people could age in a home-like setting. Since then, Parker has led the way in aging services and has been committed to challenging, changing, and expanding the idea of what it means to grow older in America. Parker has been in planning mode for a number of years, focusing on enhancing and better aligning each of its campuses and now in the midst of an enterprise-wide effort, guided by the premise of heightening performance and outcomes. This session will offer insight on driving factors; mission, finances, personnel, leading to a clear path towards a sustainable future for the organizations and residents they serve. The panelists will outline and discuss key elements of the process including; identification of need and performance of an asset, allocation of resources and access to funding, reflection on mission, selection of a key professional partners, understanding of logistics and communication to residents and staff, and final evaluation.

Presenters:   

  • James Bodine, Executive Vice President 
  • Steve Leone, Principal, Spiezle Architectural Group, Inc.
  • Dan Davis, President & CEO Presbyterian Senior Living
  • Pam Smith, Director of Business Development for Parker Life
 

Attendees: 

START A CONVERSATION