HJ Sims is proud to be attending the Tennessee Charter School Conference.
Attendees: Richard Harmon
Tennessee Charter School Conference
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]
LeadingAge Tennessee Annual Meeting + Trade Show
HJ Sims is proud to be able to attend and sponsor at the LeadingAge Tennessee Annual Meeting & Trade Show.
Contacts:
- Jimmy Rester, Executive Vice President
- Sean Golden, Assistant Vice President
LeadingAge Minnesota Annual Meeting & Leadership Forum
HJ Sims is proud to be attending the LeadingAge MN Institute & Exposition.
Attendees: Greg Ellingson
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).
2026 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 Breakers Palm Beach, Preferred Capital Securities, Nuveen, NexPoint, or Gladstone Capital Corporation.
LeadingAge Wisconsin Annual Conference
HJ Sims is proud to be attending and speaking at the LeadingAge Wisconsin Annual Conference.
Speaking Details:
Lynn Daly, Executive Vice President
Greg Ellingson, Vice President
Date/Time:
September 30, 2026 at 3:30pm CT
Topic: Financing the Middle Market: Capital Strategies to Expand Mission and Maintain Affordability
Start a Conversation:
Texas Charter School Conference
HJ Sims is proud to be attending and exhibiting at the Texas Charter School Conference.
Attendees: Robert Nickell, James Deleray, Liam Leonard, John Solarczyk, Staci Webb
Come visit us on the Expo floor at booth 244.
Start a Conversation:
LeadingAge New York Fall Operational Conference & Exposition
HJ Sims is looking forward to sponsoring the LeadingAge New York Fall Operational Conference and Exposition.
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:
AJAS Capital & Culture Summit
HJ Sims is proud to be attending and sponsoring at the AJAS Capital & Culture Summit.
Attending: Aaron Rulnick, Managing Principal, Head of Investment Banking
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:
- 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.
- Examine how to leverage partnerships to enter new markets and enhance existing ones.
- Identify best practices and common pitfalls through real-world case studies of successful affiliations.
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
NC Association for Public Charter Schools Conference
HJ Sims is proud to be attending and sponsoring at the NC Association of Public Charter Schools Conference.
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
Attendees
ACCS Conference – Repairing the Ruins
HJ Sims is proud to be attending and sponsoring at the ACCS Conference – Repairing the Ruins.
Attending: Stephen Anderson, Vice President
The Annual Greystone Event
LeadingAge New Jersey & Delaware Annual Meeting + Expo
HJ Sims is proud to be attending and speaking at the LeadingAge New Jersey and Delaware Annual Conference and Expo. We look forward to connecting.
Jim Bodine, Executive Vice President will be speaking on the topic below:
Date: June 17, 2:15pm-3:15pm
Topic: The Value of Partnerships as a Model for Strategic Growth
Attendees: James Bodine, Executive Vice President
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.
ASHA Mid-Year Meeting
HJ Sims is proud to be attending the ASHA Mid-Year Meeting.
Attending:
Curtis King, Executive Vice President
Brett Edwards, Senior Vice President