Events Archives

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 31^st through June 3^rd 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.

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:

Aaron Rulnick, Managing Principal
James Bodine, Executive Vice President
Siamac Afshar, Vice President
Anthony Luzzi, President, Sims Mortgage Funding

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:

Aaron Rulnick, Managing Principal
Tom Bowden, Senior Vice President
David Saustad, Senior Associate

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

ASHA 2022 Mid-Year Meeting

The American Seniors Housing Association (ASHA) is at the forefront of advancing the interests of executives engaged in the development, ownership, operations and financing of seniors housing. They are the premier source for research, conferences and advocacy, and our commitment to excellence makes us an outstanding investment for busy executives.

We look forward to connecting at the meeting.

Attending:

Jeffrey Sands, Managing Principal, General Counsel, HJ Sims
Brett Edwards, Vice President, HJ Sims
Curtis King, Executive Vice President, HJ Sims

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

LeadingAge MA 2022 Annual Exhibition

Momentum.

We look forward to connecting at the LeadingAge Massachusetts Exhibition.

Sponsorship:

HJ Sims is proud to be a Gold sponsor for LeadingAge Massachusetts.

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

Attending:

Andrew Nesi, Executive Vice President, HJ Sims
Joe Windels, Senior Consultant, Sims Mortgage Funding

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

LeadingAge OH September Governance Webinar Series

Thursdays in September from 11am – 12pm ET

Help Your Board Hit the Governance Bullseye

LeadingAge Ohio and HJ Sims invite you to join this exciting webinar series with your board members as HJ Sims provides a series of comprehensive virtual content geared directly toward the governance of senior living providers. The series will benefit all leaders in our field, especially board members, leadership teams and those new to these roles. Each session will tap the intellectual capital of industry experts from governance, law, finance, development, and strategic planning. Invite your board members and plan to attend the entire series for maximum impact!

We look forward to connecting at the LeadingAge Ohio Webinar Series.

Session One: Role of The Board

Session Date & Time: Thursday, September 8, 11:00 am – 12:00 pm ET.

Session Description: This session will highlight the unique roles of the board and management, how they partner to enhance organizational performance, and leading practices that help them in this journey.

Session Panelists:

Chris McNiven, Founder, Aspire Consulting Partners, Inc.
Joan Lampe, Head of Strategy Services, Aspire Consulting Partners, Inc.

Session Two: Legal Responsibilities of Boards

Session Date & Time: Thursday, September 15, 11:00 am – 12:00 pm ET.

Session Description: This session will address the legal responsibilities of boards which include accepting and encouraging the need to keep moving, rejecting paralysis, fighting the resistance to hunker down, maintaining board recruitment and educational efforts, as well as CEO succession planning and recruitment.

Session Panelists:

Moderator: Lynn Daly, Executive Vice President, HJ Sims
Moderator: Jim Bodine, Executive Vice President, HJ Sims
Presenter: Lisa C. Keenan, Principal, Miles & Stockbridge

Session Three: A Board’s Role in Mergers & Acquisitions, Strategic Affiliations and Sponsorship Transitions

Session Date & Time: Thursday, September 22, 11:00 am – 12:00 pm ET.

Session Description: This session provides insight into mergers, acquisitions and divestitures, affiliations and sponsorship transitions such as board preparedness and alignment in priorities when considering these strategic activities.

Session Panelists:

Moderator: Lynn Daly, Executive Vice President, HJ Sims
Jim Bodine, Executive Vice President, HJ Sims
Presenter: Doug Helman, Executive Director, Otterbein Granville SeniorLife Community
Presenter: Pam Richmond, Chief Strategy Officer, Otterbein

Session Four: Governing During Challenging Times

Session Date & Time: Thursday, September 29, 11:00 am – 12:00 pm ET.

Session Description: In this session, a panel of CEO’s will share best practices and lessons learned in governing during difficult and challenging times.

Session Panelists:

Moderator: Lynn Daly, Executive Vice President, HJ Sims
Moderator: Jim Bodine, Executive Vice President, HJ Sims
Presenter: Rev. Kenneth Daniel, President/CEO, United Church Homes
Presenter: Brett Kirkpatrick, President & CEO, Community First Solutions

September2022

LeadingAge NJ & DE 2022 Annual Meeting & Expo

Momentum.

We look forward to connecting at the LeadingAge New Jersey & Delaware Conference & Expo.

Attending:

Jim Bodine, Executive Vice President, HJ Sims
Joe Windels, Senior Consultant, Sims Mortgage Funding

2022 LeadingAge CT Expo

Momentum.

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

Visit the HJ Sims at booth #39 on the EXPO Floor, and start a conversation today.

Attending:

Andrew Nesi, Executive Vice President, HJ Sims
Joe Windels, Senior Consultant, Sims Mortgage Funding

LeadingAge Arizona 2022 Annual Conference & Expo

Momentum.

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

Sponsorship:

HJ Sims is proud to be a Silver Sponsor for LeadingAge Arizona.

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

Attendance:

James Rester, Executive Vice President
Ryan Snow, Assistant Vice President

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

LeadingAge NY 2022 Annual Conference & Expo

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

Visit HJ Sims at booth #49 on the EXPO Floor, and start a conversation today.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge New York.

Educational Session: The Senior Living Industry and Capital Markets Today and Tomorrow

Session Date & Time: Wednesday, May 25, 9:00 – 10:00 am (ET)

Session Description:

Two senior bankers at HJ Sims will discuss efficient and innovative ways to finance development, acquisitions and expansions – including a review of HJ Sims’ most compelling recent financings. Learning Objectives: Bankers will provide an overview of the current financing environment and its impact on financing structures and capital availability. Learn about the latest financing programs available to provide financing for senior living organizations’ growth needs. Discover the most efficient and affordable ways to refinance debt, finance development, and fund acquisition and growth opportunities today and in the near future. Review case studies of innovative approaches to accessing capital.

Featured Speakers:

Jim Bodine, Executive Vice President
Andrew Nesi, Executive Vice President

Attending:

Jim Bodine, Executive Vice President, HJ Sims
Andrew Nesi, Executive Vice President, HJ Sims
Kerrie Tomasiewicz, Executive Vice President, Sims Mortgage Funding
Joe Windels, Senior Consultant, Sims Mortgage Funding

LeadingAge Texas 2022 Annual Conference & Solutions Expo

Momentum.

We look forward to connecting at the LeadingAge Texas conference & EXPO.

Visit the HJ Sims booth, #16, on the EXPO Floor, and start a conversation today.

Attendance:

James Rester, Executive Vice President
Nick Roberts, Vice President
Ryan Snow, Assistant Vice President

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

LeadingAge Michigan 2022 Annual Conference

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Educational Session: Senior Living Change and Growth – Future Ready!

Session Date & Time: Tuesday, May 24th, 4:15-5:15pm (ET)

Session Description:

Due to demographics and the eminent change our consumer demand as well as the increased challenges in dealing with Skilled Nursing and the shrinking work force – life plan communities must change and adapt to be successful and ‘future-ready.’

Presenters will discuss ways providers are changing to adapt to future needs. Hear from an architect, a marketing expert and a banker about examples on models of senior living that are already starting to challenge traditional communities. They will explore how communities can do more with less by offering service flexibility and focusing on qualitative vs. quantitative experience. Two Providers who are/have undergone significant change are Clark Retirement Communities, who merged into a larger NFP Senior Living System, while growing on their own campus, and Resthaven, who is in the process of building/opening two new campuses. Hear from the Providers how their changes adapt to their organization’s perceived needs for the future.

Learning Objectives:

Discover how demographic projections and major economic disruptors like the pandemic, labor shortages and soaring home prices will impact senior living communities and their consumers for years to come, including how LPCs are doing more with less.
Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
Learn from two real case studies, how Western Michigan providers have embraced change and growth to best prepare their organizations for the future. Understand their thought-process and their stake-holder’s (residents, staff, board’s) reaction to their bold changes.

Featured Speakers:

Lynn Daly, Executive Vice President, HJ Sims
Brian Pangle, CEO, Clark Retirement Communities
Deedre Vriesman, CEO, Resthaven
Hoppy Sell, Tandem
Margaret Yu, RLPS

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

LeadingAge California 2022 Annual Conference & Expo

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Monday, May 16, 4:15-5:15 pm (PDT).

Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic, and innovative – enabling these same attributes within the organizations they serve. Innovation at the board level is a function of various elements – including when there is a defined strategic direction and best practices in place. What are the roles of the board? What does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? How should boards respond when facing unexpected changes? Related to strategy, specifically: Is strategic thinking a strategy? Does the board or management create the strategic plan? Join us with board and executive management representatives of one or more senior services providers, for an informative discussion that will explore elements of an innovative board.

Learning Objectives:

Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
Understand the responsibilities of board members and their role in determining the strategic direction of the organization
Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
Develop solutions around board “tension areas”

Featured Speaker:

Lynn Daly, Executive Vice President
Brady Johnson, Senior Vice President

LeadingAge Illinois 2022 Annual Meeting & Expo

Evolution.

We look forward to connecting at the LeadingAge Illinois Meeting & Expo.

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Wednesday, May 18, 10:30-11:30 am.

Learning Objectives:

Learn the twelve principles of governance
that power exceptional boards and how
they can be applied to an organization
Gain an understanding of how to shift the
board from crisis management back to
strategic planning
Understand the roles and responsibilities of
post-pandemic governing boards and be
able to share that wisdom with a board

Educational Session: Navigating Turbulent Times: A Strategic Approach to Setting Your Community’s Course for the Future!

Session Date & Time: Wednesday, May 18, 4:00-5:00 pm.

Learning Objectives:

Learn how to engage in a strategic planning
process and apply outcomes to successful
community re-positioning
Discover how to leverage current and
emerging demographic and financial
statistics to strengthen the financial future
of senior living communities
Learn how to apply new design trends
in senior living to both large and
small-scale projects

Featured Speaker:

Lynn Daly, Executive Vice President

LeadingAge MD 2022 Annual Conference

Momentum.

We look forward to connecting at the LeadingAge Maryland conference & EXPO.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge Maryland.

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

Attendance:

Melissa Messina, Executive Vice President & Associate General Counsel, Investment Banking
Aaron Rulnick, Managing Principal, HJ Sims
Brady Richardson, Assistant Vice President, HJ Sims
David Saustad, Senior Associate, HJ Sims

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