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.

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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

 

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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

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Attendees

A. Rulnick

Aaron Rulnick

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

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Tom Bowden

Senior Vice President
HJ Sims
804.613.3280
[email protected]

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Nick Roberts

Nick Roberts

Senior Vice President
469.371.3946
[email protected]

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A Luzzi

Anthony Luzzi

President
Sims Mortgage Funding
201.307.9383
[email protected]

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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.

LeadingAge Maryland Annual Conference

LeadingAge Maryland Logo

We look forward to connecting at the LeadingAge Maryland Conference & Exposition.

Aaron Rulnick, Managing Principal, Head of Investment Banking will be speaking on the topic below:

May 19, 9:30am

Effective Governance as a Catalyst for Strategic Growth

  • Recognize the role of effective governance in facilitating strategic growth.
  • Understand why strategic partnerships are becoming an essential growth model.
  • Evaluate opportunities for sustainable revenue diversification.

Attendance:

  • Aaron Rulnick, Managing Principal, Head of Investment Banking
  • David Saustad, Vice President
  • Steven Hicks, Vice President
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