Florida Charter School Conference 2022
Sponsorship:
HJ Sims is proud to have a Breakout Session Partnership with FCSC.
Exhibiting:
Visit the HJ Sims booth #507 and #509 on the EXPO Floor, and start a conversation today.
Breakout Session: Information Coming Soon!
Attendance:
- Shannon Falon, Vice President
- Rich Harmon, Executive Managing Director
- Robert Nickell, Executive Vice President
- Seth Wagner, Senior Vice President
- Aaron Rulnick, Managing Principal
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
2022 LeadingAge National Annual Meeting + EXPO
HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting.
Join HJ Sims for a Cocktail Reception during the conference.
Date: Monday, October 17
Time: 5:30 pm – 7:30 pm
Location: Centennial Ballroom B | Hyatt Regency Denver at the Colorado Convention Center | 650 15th Street | Denver, Colorado
Exhibitor Hours:
Visit us at Booth #1919.
- Monday, October 17 : 12:00 pm – 3:30 pm
- Tuesday, October 18: 12:00 pm – 3:30 pm
- Wednesday, October 19: 9:30 am – 11:00 am
Sponsorship:
HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National.
Thought Leadership:
Education Session: Taking Advantage of Consolidation Opportunities
Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.
Session Description:
Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Richmond, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.
Learning Objectives:
- Learn how governance and organizational structure can help or hinder the ability to capitalize on opportunities.
- Discuss how to be thoughtful and efficient at the same time.
- Learn how management can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.
Featured Speakers:
- John Renner, Senior Exec VP and Chief Finance and Administrative Officer, United Church Homes
- Dan Carlton, Board Chair, Lifespire of Virginia
- Lisa Legeer, Chief Strategy and Integration Officer, Lifespire
- Lynn Daly, Executive Vice President, HJ Sims
- Tom Bowden, Senior Vice President, HJ Sims
Attendance:
- William Sims, Managing Principal
- James Bodine, Executive Vice President
- Tom Bowden, Senior Vice President
- Lynn Daly, Executive Vice President
- Brady Johnson, Senior Vice President
- Melissa Messina, Senior Vice President
- Andrew Nesi, Executive Vice President
- Andrew Patykula, Executive Vice President, Sims Mortgage Funding
- James Rester, Executive Vice President
- Nick Roberts, Vice President
- Seth Wagner, Senior Vice PresidentRich
Women’s Brunch to Kick Off LeadingAge
This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.
Read more insightful thought leadership by the investment banking team at HJ Sims.
Colorado League of Charter Schools Leadership Summit 2022
HJ Sims is proud to be a Attendee Scholarship Sponsor of the 2022 Leadership Summit.
Our team will be there – start a conversation with one of our expert education finance team members specializing in structuring and underwriting public sector and charter school financings.
Attendance:
- Richard Harmon, Executive Managing Director, Head of Education
- Robert Nickell, Executive Vice President
UMA Keynote with Jack Uldrich
HJ Sims is proud to be a United Methodist Association Wesley Sponsor.
Thriving Today and Tomorrow: How to Think About the Trends Transforming Society
Presented by renowned global futurist and best selling author, Jack Uldrich,
Attendance:
- Aaron Rulnick, Managing Principal
2022 Kids First Conference
HJ Sims is proud to be a Bronze Sponsor of the Second Annual Kids First Conference hosted by the Charter Institute at Erskine and the South Carolina Public Charter School District.
Attendance:
- Richard Harmon, Executive Managing Director, Head of Education Finance
2022 Texas Public Charter Schools Conference
Sponsorship:
HJ Sims is proud to be a Silver Sponsor for TPCSA.
Exhibiting:
Visit the HJ Sims booth #801 on the EXPO Floor, and start a conversation today.
Attendance:
- Robert Nickell, Executive Vice President, Public Finance Education
- Kaiti Wang, Vice President, Education Finance
- Shannon Falon, Vice President
2022 PCPCS Annual Conference
HJ Sims will be there – start a conversation with one of our expert public finance education team members specializing in structuring and underwriting public sector and charter school financings.
Education Session: Charter Schools As a Gateway to Community Development
Thursday, September 22 | 8:30 am – 9:30 am
A panel discussion lead by an SEC Licensed/MSRB Membered Financial Advisor, hosting Nationally recognized Tax Exempt Bond Underwriters (who are leaders in their respective areas) and locally known and respected Red Book Bond Counsel, on various Public Finance strategies and partnerships that have been used and can implemented to impact not only your school facility acquisition or expansion but housing, commercial development and infrastructure surrounding your school and desperately needed in your community.
Speakers:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Brady Richardson, Assistant Vice President
- Rodney D. Jones Sr. MBA, MA, Principal Advisor, National Capital Resources, LLC
Attendance:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Siamac Afshar, Vice President
- Brady Richardson, Assistant Vice President
2022 NIC Fall Conference
We look forward to connecting at the NIC Fall Conference.
Meeting Room: Hospitality Suite #2042 in the Marriott Marquis
Sponsorship:
HJ Sims is proud to be a NIC Café sponsor.
Attendance:
- Brady Johnson, Senior Vice President
- Curtis King, Executive Vice President
- Brett Edwards, Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge OH 2022 Annual Conference
Momentum.
We look forward to connecting at the LeadingAge Ohio Conference.
Sponsorship:
HJ Sims is proud to be a Bronze Level sponsor for LeadingAge Ohio.
Exhibiting:
Visit the HJ Sims booth #92 on the EXPO Floor, and start a conversation today.
Education Session: Senior Living – Future Ready!
Session Date & Time: Tuesday, August 30, from 1:30pm until 2:45pm
Session 2E | Room: Regent 1
Session Description:
In this session, an Ohio senior living provider teams with financial, marketing and design professionals to share strategies for responding to evolving changes in senior living. Participants will explore projected census/demographics and examine how the pandemic will impact these projections for years to come. They will see how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers. Presenters will discuss how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings. Participants will see examples of how a community can tell its story through thoughtful design, branding and messaging and how these elements can be translated to marketing techniques that spark consumer imaginations and lead to more robust sales.
Featured Speakers:
- Lynn Daly, Executive Vice President, HJ Sims
- Hoppy Sells, Tandem Senior Living Advisors
- Margaret Yu, RLPS Architects
- Adrienne Walsh, Bayley at Green Township
Attendance:
- James Bodine, Executive Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
2022 LeadingAge NY Retirement Communities Summit
Sponsorship
HJ Sims is proud to be a sponsor for the LeadingAge NY Retirement Communities Summit.
We look forward to connecting at the Summit.
Attendance:
- Andrew Nesi, 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 NY 2022 CCRC Summit
We look forward to connecting at the LeadingAge NY CCRC Summit.
Sponsorship:
HJ Sims is proud to be a sponsor for the Summit.
Education Session: The Impact of Higher Interest Rates on Senior Living Providers
Session Date & Time: Tuesday, August 30, from 8:30am – 9:30am
Session Description:
The recent increase in interest rates has had a dramatic impact on the capital markets and financing activity. This session will show the changes in interest rates over the past year, how it has affected refinancings of existing debt as well as new issues for expansions and new communities, and what options are available to organizations in the current environment.
Featured Speakers:
- Andrew Nesi, 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 Gulf States/Louisiana Assisted Living Association 2022 Expo
Momentum.
We look forward to connecting at the LeadingAge Gulf States Conference.
Exhibiting:
Visit the HJ Sims booth #12 on the EXPO Floor, and start a conversation today.
Attending:
- 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.
24th Annual Knights of York Charity Golf Outing & Dinner
HJ Sims Financial Advisor, Michael Reed Torre is proud to sponsor the Knights of York 24th Annual Charity Golf Outing & Dinner benefiting children’s charities. Michael will be sponsoring a Corporate Foursome at the outing.
About the Knights of York
Founded in 1996, the Knights of York is a modern-day band of of brothers whose noble mission is to improve the lives of children in need. Their motto, “Every Knight for Their Tomorrow” is the vow each Knight takes to succeed at their goal.
A 501(c) (3) nonprofit organization, the Knights of York began its charitable journey as an outgrowth of professional friendship the founders formed. They continue to work compassionately to raise funds for lesser known causes. To date, the Knights of York have donated nearly one million dollars to support medical research, educate autistic children and provide resources to worthy community programs.
Michael Torre is the President Elect of the Knights of York and part of the Golf Outing Committee.
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
Interface 9th Annual Senior Housing Southeast Conference
Sponsorship:
HJ Sims is proud to be a sponsor for Interface’s 9th Annual Senior Housing Southeast Conference and we look forward to connecting at the event.
Education Session: Who’s Buying, Who’s Selling & Transaction Trends in the Investment Sales Market
Session Date & Time: Wednesday, August 17th, 11:05 am – 11:55 am
Featured Speaker:
- Curtis King, Executive Vice President, HJ Sims
- Kevin Pascoe, Chief Investment Officer, National Health Investors
- Kelly Sheehy, Senior Managing Director, Artemis Real Estate Partners
- Isaac Dole, Founder and CEO, Birchwood Healthcare Partners
- Matt Pyzyk, Managing Director, Acquisitions, Green Courte Partners
- Adam Heavenrich, Managing Director, Heavenrich & Company
Attending:
- Curtis King, Executive Vice President
- Tom Bowden, Senior Vice President
- Brett Edwards, Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Michigan Annual Leadership Institute
HJ Sims will be there – We look forward to connecting at the LeadingAge Michigan Annual Leadership Institute.
General Session
Session Title: Senior Living Change and Growth – Future Ready
Session Date & Time: Thursday, August 11, 2022 at 10:15 am
In light of the undeniable demographic projections and increased regulatory scrutiny within the senior living industry, providers cannot stand still. Change and growth is a constant. This session provides opportunities for attendees to synthesize this information to understand best practices for moving forward with change and growth. One of learning objectives for this presentation will be how existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
Featured Speaker:
- Lynn Daly, Executive Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
LeadingAge Florida 59th Annual Convention & Expo
Momentum.
We look forward to connecting at the LeadingAge Florida Convention & Expo.
Educational Session: Senior Living – Future Ready!
Session Date & Time: Thursday, July 21, 1:30- 2:30 pm.
Development, financial, marketing and design professionals will share strategies for responding to evolving changes in senior living.
Explore projected census/demographics and examine how the pandemic will impact those projections for years to come. See how major economic disruptors like labor shortages and soaring home prices will impact senior living communities and their consumers – and how they can rise to meet the future!
Presenters discuss new models of senior living that are starting to challenge traditional communities and explore how these organizations meet consumer expectations by doing more with less though service flexibility and qualitative vs. quantitative experience. Attendees will discover how small ‘design moments’ rooted in a community’s story have a greater impact than grandiose trimmings.
See examples of how a community can tell their story through thoughtful design, branding and messaging. Explore marketing strategies that spark the imagination of future consumers by making them part of that story.
Learning Objectives:
• Learn leading edge projections that will impact the future of senior living.
• Learn about emerging models of senior living and how to develop reality-based projects to stay competitive.
• Learn strategies for successful marketing and brand evolution through storytelling.
Sponsorship:
HJ Sims is proud to be the Mobile App Push Notification & Name Badge sponsor for LeadingAge Florida.
Visit our HJ Sims team at booth #605 on the EXPO Floor, and start a conversation today.
Featured Speakers:
- Tom Bowden, Senior Vice President, HJ Sims
- Hoppy Sell, President, Tandem Senior Living Advisors
- Dana Wollschlager, Partner, Practice Leaders, Plante Moran Living Forward
- Margaret Yu, Director of Client Experience, RLPS Architects
Attending:
- Aaron Rulnick, Managing Principal
- Kerry Moynihan, Senior Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
NC Association of Public Charter Schools 2022 Conference
The North Carolina Association for Public Charter Schools proudly presents the 2022 North Carolina Charter Schools Conference Rock the Boat in Wilmington, NC! This theme is inspired by the rich maritime history of coastal North Carolina as well as NC charter schools’ legacy of innovation and exploration. Throughout the conference we will encourage teachers, administrators, board members, and businesses to aspire to going beyond the status quo, and instead, “shake things up” in their respective roles. As each of us strives for excellence, our state charter school sector improves as a whole!
Sponsorship:
HJ Sims is proud to be a Coffee & Snack/Schooner Sponsor for NCAPCS Conference.
Visit our HJ Sims team at booth #10 on the EXPO Floor.
Attending:
- Robert Nickell, Executive Vice President, Education Finance
- Richard Harmon, Executive Managing Director, Head of Education Finance
- Aaron Rulnick, Managing Principal
- Kaiti Wang, Vice President, Education Finance
- Seth Wagner, Senior Vice President
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
Annual RCRI National Conference
Exhibiting:
Visit the HJ Sims booth #305 on the EXPO Floor, and start a conversation today.
- Lynn Daly, Executive Vice President
- Nick Roberts, Vice President
2022 National Charter Schools Conference
HJ Sims is proud to sponsor the National Charter School Conference.
The National Charter Schools Conference (NCSC) by the National Alliance for Public Charter Schools is where the movement meets as the largest national gathering of educators, advocates, and leaders in the charter community. It is where you connect with people, resources, and expertise that empowers and inspires your work. With nationally recognized experts, content curated specially for the sector, and a focus on collaboration, NCSC offers the best learning experience for those shaping K-12 education.
Visit our team at booth #616.
Attending:
- Rich Harmon, Executive Managing Director, Head of Education Finance
- Kyle Ficker, Senior Associate
- Rob Nickell, Executive Vice President
- Aaron Rulnick, Managing Principal
- Kaiti Wang, Vice President