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

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.

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La Scuola International School (October 2024)

Sims priced the deal on September 26, 2024 and closed October 8, 2024. The issuance consisted of three term bonds with a final maturity of 40 years. The bonds were nonrated and the first term bond maturing in 2044 has an anytime call option at par. Sims was able to land La Scuola a true interest cost of 5.35%.

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