LeadingAge PA Fall Finance Conference

HJ Sims is proud to be attending, sponsoring, speaking and exhibiting at the LeadingAge PA Fall Finance Conference.

Jim Bodine, Executive Vice President will be speaking on the topic below:

October 7, 2026, 2:15pm-3:15pm

Topic: Senior Living Financing Bank Financing Opportunities and Dynamics

October 8, 2026, 1pm-2pm

Topic: Building What’s Next: Your 5-Year Window in Aging Services

Booth to be forthcoming.

Attendees

James Bodine

Executive Vice President
HJ Sims
(267) 360-6245
[email protected]

Steven Hicks

Vice President
HJ Sims
(240) 207-1155
[email protected]

HJ Sims is pleased to announce the 2026 Private Wealth Management Summit. The internal Summit will be hosted on October 12th through October 15th at The Breakers in Palm Beach, FL.

The Summit offers HJ Sims financial professionals the chance to connect, learn, and exchange insights through educational sessions, collaborative discussions, and shared experiences. Together, we aim to deepen industry expertise and strengthen our ability to serve clients at the highest level.

Let us know if you will be there! Please let us know your check-in & check-out dates if you will need a hotel room by Monday, September 7th (Marketing will coordinate hotel rooms for all attendees – attendees are responsible for booking flights and transportation).

Sponsored by:

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 Breakers Palm Beach, Preferred Capital Securities, Nuveen, NexPoint, or Gladstone Capital Corporation.

LeadingAge Ohio Annual Conference & Trade Show

HJ Sims is proud to be attending, sponsoring, exhibiting and speaking at the LeadingAge Ohio Annual Conference & Trade Show.

Attending: Lynn Daly, Executive Vice President & Jim Bodine, Executive Vice President

Come visit us on the EXPO floor at booth 89.

Lynn Daly will be speaking on the topic below:

Speaking Details:

August 25 – 1030am-12:00pm

Topic: Repositioning for Relevance: Strategies to Modernize Aging
Senior Living Campuses

Start a Conversation:

[email protected]

[email protected]

The 24th Annual HJ Sims Late Winter Conference

Financing Methods and Operating Strategies for Charter Schools and Senior Living

Planning is underway for the 2027 HJ Sims Late Winter Conference, and it’s already shaping up to be an unforgettable experience. Join us for an energizing program featuring dynamic speakers, timely insights, and meaningful opportunities to connect with peers and industry leaders.

We’re thrilled to host our 24th annual conference at the stunning JW Marriott Starr Pass Resort & Spa in Tucson, Arizona

For conference attendance, follow our Safety Protocol.

We look forward to welcoming you to an exceptional conference in an unbeatable setting.

For more information, please contact Kat Dymond.

 

 

LeadingAge Illinois Annual Conference

HJ Sims is proud to be attending and speaking at the  LeadingAge Illinois Annual Conference.

Attendees:  Lynn Daly

Speaking Session Details:

Lynn Daly, Executive Vice President, HJ Sims

Topic: The Value of Partnerships as a Model for Strategic Growth
When: July 14, 1pm CT

Session Objectives:

  1. Identifying the right partners to align with your mission and growth goals and how to structure these partnerships for long-term success and mutual benefit.
  2. Examine how to leverage partnerships to enter new markets and enhance existing ones.
  3. Identify best practices and common pitfalls through real-world case studies of successful affiliations.

START A CONVERSATION

 

LeadingAge New York – CCRC Summit

HJ Sims is proud to be attending and speaking at the  CCRC Summit.

Andrew Nesi, Executive Vice President will be speaking on the below topic:

Senior Living Capital Markets Update

Date/Time: July 14, 2026 / 1:45 PM-2:45 PM ET

Session Description: This session will provide CCRC leaders with a strategic update on senior living capital markets, including trends in lending, interest rates, investor activity, and access to capital. Attendees will gain insight into the market forces shaping financing decisions and what they mean for providers’ planning, growth, and long-term strategy.

Attendees: Andrew Nesi

 

63rd LeadingAge Southeast Annual Convention & Exposition

HJ Sims is proud to be attending and exhibiting at the 63rd LeadingAge Southeast Annual Convention & Exposition.

Come see us at booth 708!

Attending:
Aaron Rulnick, Managing Principal, Head of Investment Banking 
Tom Bowden, Senior Vice President 
Nick Roberts, Senior Vice President 
Anthony Luzzi, President, Sims Mortgage Funding

Start a Conversation

 

Attendees

A. Rulnick

Aaron Rulnick

Managing Principal, Head of Investment Banking 
203.418.9008
[email protected]

0d6a7019-54f0-45cf-bdf7-6ad162ee9203

Tom Bowden

Senior Vice President
HJ Sims
804.613.3280
[email protected]

Nick Roberts

Nick Roberts

Senior Vice President
469.371.3946
[email protected]

A Luzzi

Anthony Luzzi

President
Sims Mortgage Funding
201.307.9383
[email protected]

National Charter School Conference

HJ Sims is proud to be attending, sponsoring, and exhibiting at the National Charter School Conference.

Attending:

Richard Harmon, Executive Managing Director, Head of Education Banking

Akshai Patel, Executive Vice President

John Solarczyk, Executive Vice President

Christy Meinzer, Director of Marketing, Banking and Firmwide Initiatives

Staci Webb, Senior Administrative and Operational Associate 

Come visit us at booth 619 on the EXPO floor.