COVID-19 Response

March 18, 2020:

Dear Valued Client,

As you are likely closely monitoring the developments and impact of COVID-19, we are doing the same at HJ Sims. Our primary focus is the safety and well-being of our employees, our clients and their families.

We would like to update you on important preparations currently in place, and our ability to respond to your needs during this unprecedented time.

  • We have enacted a comprehensive COVID-19 business response plan and remain confident that as a nimble and resilient organization, we will maintain business continuity. We are prepared in the event the situation continues to escalate.
  • During this extraordinary time, we recognize that you rely on access to our financial professionals and representatives. As such, we have prepared plans for employees to work from different locations, as well as remotely from home. Alternate site work arrangements are intended to balance and diversify our resources to minimize risk for an extended period, if required, while using today’s technology to be ever-present for our clients.
  • Our employees are being kept fully aware of the situation by our Executive Committee. We have established access to online company resources to help them manage during this unparalleled time.

Please be sure to keep us updated with your contact information so we may stay in touch with you.

We are confident that we are taking proper steps to ensure the continued operation of our business, and continue to follow guidance from official local, state and Federal Government and public health agencies, including the Centers for Disease Control (CDC). We will monitor and evaluate the situation and determine whether additional steps are needed to support our clients and communities.

We have strong financial talent who have the experience to weather all market cycles. We appreciate your trust and confidence in us. Please let us know if we can help in any way.

We wish you, your communities and your family all the very best.

Thank you,

William Sims
Managing Principal
HJ Sims

HJ Sims 2020 Late Winter Conference Recap

Thank you!

On behalf of the entire HJ Sims Investment Banking team, we want to thank you for attending the 17th Annual HJ Sims Late Winter Conference at the InterContinenal San Diego in San Diego, California. We at HJ Sims are proud of our commitment to furthering conversation about financing methods & operating strategies in the Senior Living Industry. Bringing together a dynamic group of speakers from Non-Profit and Proprietary Senior Living Providers, as well as outside experts with thought-provoking views, it is our goal to have provided profound insight and an invaluable forum for exchanging ideas and information.

We also recognize that our conference was one of the last in-person events that was fortunate to take place. We appreciate those who attended, and we look forward to when we can get together in-person again.

Post-Conference Follow-Up

Our Conference Recap provides comprehensive coverage of the many sessions and event highlights from the 2020 HJ Sims Late Winter Conference.

Highlights include:

  • Keynote speakers from outside the senior living industry who shared valuable ideas from fields like Canyon Ranch® – the leader in luxury health and wellness introduced a potential new concept for senior living communities; Dr. Matthew Lieberman, a dedicated researcher on cognitive social neuroscience where we explored research indicating that we need to be connected socially to be physically and psychologically healthy; and Dr. Robert Genetski, an economist who led a discussion of the current financial markets where we explored principles vital to economic and political freedom.
  • Informal and memorable activities to bolster connection and conversation, included a glorious morning on the waters of San Diego Harbor for sailors and fishing enthusiasts; golfing at the world-renowned Torrey Pines; tasting a sample of San Diego’s best brewery and distillery products; and sharing an incredible evening with friends and a few new animal pals at the famed San Diego Zoo.
  • Educational sessions that covered topics such as: acute and post-acute care, medical and recreational cannabis, serving middle-income seniors, strategies to avoid moving from a stressed to distressed financial or operational situation, and a new approach to incorporating wellness in senior living.

In case you missed it, below are the details from our 17th Annual HJ Sims Late Winter Conference.

Agenda
Schedule and activities
Roster of conference speakers and their biographies

We invite you to watch the highlights of our conference in a recap video that features all the best parts of our conference. We also invite you to view the many beautiful photos from our conference.

Peruse the photo gallery and video montage below, and visit the HJ Sims FacebookInstagramLinkedIn or Twitter pages.

Taco Tuesday Dinner and Reception – LWC2020

San Diego Zoo Reception

Network Breaks

Corporate Social Responsibility: Gift of Life

The Gift of Life (GOL) team was thrilled to provide an update about the strong partnership between HJ Sims and GOL during the last two years, which has helped to promote the registry and subsequently add new donors, as well as supported numerous efforts to advance the GOL mission.

For more information on HJ Sims’ CSR program and Gift of Life, please visit: www.hjsims.com/servingourcommunitites.

Save the Date

Please save the date for next year, the 18th Annual Sims Late Winter Conference at the Sarasota Hyatt Regency, Sarasota, Florida. While we are still grappling with how we will hold our annual conference, rest assured, we will hold one… more to follow. Stay tuned, and stay healthy.

Thanks again!

Gift of Life: Recap from 17th Annual Late Winter Conference

Gift of Life (GOL) joined our 17th Annual HJ Sims Late Winter Conference February 25-27 in San Diego. GOL was represented by Alicia Lorio, a leader of their Young Professionals Committee in Orange County; and GOL blood stem cell donor, Alec Nadelle.

Alicia shared GOL’s history and spoke about the importance of growing the GOL stem cell registry to give second chances to those afflicted by blood and bone cancer. Before introducing Alec, Alicia shared how individuals can get involved with GOL and increase the number of those within the registry by encouraging individuals to swab their community and swab at their workplace.

Next, Alec shared his experience with GOL. He donated blood stem cells in November 2012 to a (then 71-year-old) woman battling a fast-moving form of Leukemia. The presentation left attendees feeling truly moved.

The team was excited to share an update about the amazing CSR partnership that HJ Sims and GOL have shared during the last two years.

From running fundraising drives to sponsoring the Steps for Life events to helping underwrite equipment for a
new state-of-the-art Stem Cell Collection Center located in Boca Raton, HJ Sims continues to be honored to support GOL and their mission to cure blood cancer through marrow and stem cell donations. GOL has facilitated nearly 3,600 transplants since its inception.

For more information, visit www.giftoflife.org

Steps for Life Boca Raton!

Please help us support Gift of Life’s annual Steps for Life 5k run/walk and Superhero Kids race, which will be held at Florida Atlantic University in Boca Raton on Sunday, January 19, 2020.

We invite you to join the HJ Sims’ team!

Registration is only $30; Register today! If you are unable to join, please consider supporting Gift of Life with a monetary donation; your donation is tax-deductible.

We also encourage you to please join the registry to help save a life!

CSR Spotlight Newsletter

For news about our employee’s support of charities in their respective communities, please read our CSR Spotlight Newsletter.

The HJ Sims team places value on helping to make the world a better place. We contribute to our communities via our Corporate Social Responsibility program, an initiative that focuses staff volunteer efforts and contributions to non-profit, charitable organizations. Please learn more by visiting: www.hjsims.com/servingourcommunities. For questions or submissions, please email Tara at tperkins@hjsims.com.

Steps for Life 5k in South Florida

HJ Sims is proud to have been a sponsor of the annual Gift of Life Marrow Registry Steps for Life 5K of South Florida–another huge success. More than 500 participants attended and nearly $100,000 was raised to offset the lab processing fees for more than 1,600 new donors’ swab kits. The Steps for Life events have collectively added 13,107 donors to the registry. Matches have been found for 226 patients, resulting in an incredible 36 lifesaving transplants being completed. For more information: www.giftoflife.com.

To see more photos from the Steps for Life 5k in South Florida, click here: Steps for Life 5k in South FL

Steps for Life 5k in New York

The HJ Sims team participated in the Gift of Life Marrow Registry’s Steps for Life 5k at Battery Park in Manhattan yesterday morning. The course was beautiful, the event joyful and the cause extremely worthwhile. HJ Sims is proud to partner with Gift of Life as a sponsor of their Steps for Life events in New York, Boca Raton and Boston via our Corporate Social Responsibility program.

[Photo of New York Event]

 

To see more photos from the Steps for Life 5k in New York, click here: Steps for Life 5k NY, NY

Corporate Challenge, Stamford, CT

HJ Sims was pleased to sponsor and participate in the Stamford Boys & Girls Club Corporate 5K on May 22, in support of the Stamford Boys & Girls Club. The turnout was nearly 2,000 runners with more than 100 corporate teams! The event helped to raise more than $180,000* for the Stamford Boys & Girls Club.

*Gross preliminary revenue total

For more: www.bgcastamford.org 

[Photo of Stamford Event]

Virtual Swab 2018

HJ Sims is proud to support Gift of Life Marrow Registry as our partner charity for our Corporate Social Responsibility program. Here are photos from our company-wide event 2018 Virtual Swab. 

Read the press release HERE.

To see photos of our Virtual Swab event, please click here: 2018 Virtual Swab

Serving our Communities: Corporate Social Responsibility

Serving Our Communities

HJ Sims is actively supporting our local communities by volunteering with a number of charitable organizations. We place value on helping to make our world a better place. We contribute to our communities via our Corporate Social Responsibility (CSR) program, an initiative that focuses staff volunteer efforts and contributions to non-profit, charitable organizations.

Our Mission

HJ Sims CSR program is designed to provide inspiration to our team, clients and to those we serve. We will affect change and make a difference in our local communities. We will accomplish this by bringing awareness to and increasing support for economic, social and environmental well-being through coordinated corporate and regional efforts, including the donation of funds and/or volunteering staff time. We will engage and inspire our staff by providing access, time and opportunities for giving back in a meaningful way.

Please read our 2018 Annual Report. For inquiries, please contact Tara Perkins at tperkins@hjsims.com or 203-418-9049.

Steps for Life Boca Raton!

Please help us support Gift of Life’s annual Steps for Life 5k run/walk and Superhero Kids race, which will be held at Florida Atlantic University in Boca Raton on Sunday, January 19, 2020. We invite you to join the HJ Sims’ team! Registration is only $30; Register today! If you are unable to join, please consider supporting Gift of Life with a monetary donation; your donation is tax-deductible. We also encourage you to please join the registry to help save a life!

Giving Tuesday 2019

In honor of giving Tuesday, we would like to recognize our employees who give their time to a variety of community non-profit organizations. In addition to our commitment to our Corporate Social Responsibility Program Partner, Gift of Life, our Rockville, MD office just conducted a Pantry Food Drive campaign to support their local community’s Manna Food Center, collecting 120+ pounds of non-perishable items. Our Fairfield, CT team will volunteer for Operation Hope of Fairfield on December 9, for their Fill the Shelves at the Food Pantry initiative, collecting box canned goods to feed 400+ families with wish lists and their Hope for the Holidays event, setting up tables to organize and transport to Santa’s Workshop filled holiday stockings for children.

Gift of Life

We are thrilled to announce that HJ Sims has selected Gift of Life (GOL) as our partner charity for the inaugural year of our Corporate Social Responsibility (CSR) program.

A little about GOL’s mission: GOL believes that every person battling blood cancer deserves a second chance at life—and they are singularly passionate about engaging the public to help get everyone involved in curing blood cancer—whether as a donor, a volunteer or a financial supporter. All it takes is one person to perform a painless, life-saving swab to discover a potential match for someone suffering from blood cancer—and a cure. For more on GOL’s history and mission, please visit: www.giftoflife.org and see the attached fact sheet.

HJ Sims Raises Funds for Hurricane Relief

The HJ Sims team is pleased to have raised approximately $2,500 from an internal fundraiser to help support Team Rubicon’s efforts in the Bahamas in assisting victims of Dorian. Team Rubicon serves communities by mobilizing veterans to continue their service, leveraging their skills and experience to help people prepare, respond, and recover from disasters and humanitarian crises. For more information, please visit: https://teamrubiconusa.org.

The 16th Annual HJ Sims Late Winter Conference

Gift of Life staff attended this years’ sixteenth Annual HJ Sims Late Winter Conference in Clearwater Beach at the Sheraton Sand Key Resort. GOL was part of a special presentation at opening session which included an introduction to HJ Sims’ CSR program by Tara Perkins, AVP Marketing Communications, HJ Sims, and a screening of the Gift of Life/HJ Sims partnership video. Sharon Kitroser, Corporate and Community Relations Officer, GOL, delivered a short history of GOL and introduced a video of Ryan Corning (donor) from News Now. Ryan Corning then took the stage to discuss his heartwarming experience–there was not a dry eye in the house! GOL staff Marc Silver and Sharon Kitroser, along with Ryan Corning, were on-hand throughout the event at the GOL Booth in the lobby—swabbing, distributing information and answering questions. It was a wonderful experience to share GOL in this way with this year’s Conference attendees.

Kitroser says, “It was truly an honor to join HJ Sims at their late Winter Conference. Gift of Life Marrow Registry presented our mission to save lives through marrow and stem cell donation, and shared how our partnership has come to life in the past 10 months. We introduced one of our heroic donors. Ryan Corning of Land O’Lakes Florida saved 47 year old New Yorker Julio Rivera, who has survived leukemia thanks to his transplant. Attendees were excited to hear more about how their teams can swab their cheeks to save a life. Plus, more than 30 individuals joined the registry right there at the conference!”