The 22nd Annual HJ Sims Late Winter Conference

Our 2025 conference will feature two education tracks – one for charter schools and one for senior living. These dual education tracks will be for those interested in one or the other, as well as joint sessions.

Our 22nd Annual HJ Sims Late Winter Conference will examine trends and developments critical to the success of senior living communities and charter schools. An extensive and thoughtful agenda has been compiled to address financing methods, operating strategies and technological advancements that can help alleviate existing challenges and encourage continued growth in the non-profit and proprietary sectors of these industries. Throughout the conference, we will deliver a dynamic group of speakers and experts committed to sharing thought-provoking views and providing profound insight. Our series of keynote speakers, breakout sessions, panels and roundtables will deliver an invaluable forum for exchanging ideas and information, while also providing unique networking opportunities. The objective of our Late Winter Conference is for industry participants to learn and discuss each other’s strategies and solutions for success.

REGISTER HERE!

For more information, please contact Kat Dymond

2025 LeadingAge MN Annual Conference

HJ Sims is proud to be attending, speaking, exhibiting and sponsoring at the 2025 LeadingAge Minnesota Annual Conference.

Jenny Wade, Senior Vice President will be a moderator at LeadingAge MN conference on Feb 12, 2025 at 8:30am-9:30am CT.  Topics are below:

102 – Credit Check: How to Raise Your Organization’s Credit Score with Investors (AL, CC, SH; Deep Dive; Peer Genius)

• Understand underwriting parameters which affect a mutual fund investor’s or bank lender’s decision to invest in your project debt from new construction to refinancing.

• Learn best practices for ongoing disclosure provided to investors, including financial and operating report formats, as well as content for disclosure calls with bondholders.

• Navigate a negative credit event with bondholders by learning best practices for requesting waivers for covenant defaults, negotiating forbearance agreements and negative press. 

Attendees: Jenny Wade, Lynn Daly

START A CONVERSATION

The James (November 2024)

On November 26, 2024 Sims closed on the $473.0 million financing, including serving as sole manager for $455.0 million of senior tax-exempt and taxable bonds underwritten by Sims and $18.0 million of tax-exempt subordinate debt.

Continue reading