HJ Sims Announces 1st Annual Private Wealth Management Summit

The HJ Sims Private Wealth Management Group is pleased to announce our first annual Private Wealth Management Summit. The internal Summit will be hosted on May 31st through June 3rd at The Boca Raton resort in Boca Raton, FL, a short drive from HJ Sims’ Boca Raton office. The theme of this year’s Summit is alternative investments, a hot topic in private wealth management.

The Summit is an opportunity for HJ Sims financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. As we continue to grow, it is important for advisors to stay on top of the pulse in the industry so they can share their knowledge and provide clients with their best service.

Alternative investments are any financial asset that does not fall into one of the conventional investment categories, such as stocks, bonds and cash. Alternative investments include real estate, private equity, hedge funds, venture capital and collectibles.

Our three-day Summit will feature education sessions on products, solutions and technology advancements from leaders in the alternative investment space. 

Thank you to our 2022 Summit sponsors!

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Sponsor-PCS
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Sponsor-First-Trust
Sponsor-Glide
Sponsor-Insperex
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Sponsor-One-Oak-Capital-Management
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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 Boca Raton, NexPoint, InspereX, First Trust, Capital Square, One Oak, Glide Capital, Apollo, Blue Rock, WhiteHawk Energy or PCS.

HJ Sims Market Commentary: Mega Meta Menu

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

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HJ Sims Market Commentary: Strictly Personal, 87 Years Later

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

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HJ Sims Market Commentary: Thoroughfares and Flows

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

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An Exclusive Investment Opportunity: The Gathering Place

**This financing has been successfully closed. Please contact your advisor for any potential secondary market opportunities.**

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$25,315,000*
ARLINGTON HIGHER EDUCATION FINANCE CORPORATION

Education Revenue Bonds
TGP Public Schools d/b/a The Gathering Place
Series 2022

Series 2022A Education Revenue Bonds $25,135,000*
Series 2022B Taxable Education Revenue Bonds $180,000*

HJ Sims is pleased to serve as sole underwriter for The Gathering Place, a single-site charter school in its second year of operations in San Antonio, Texas.

The Gathering Place is one of the only public schools offering project-based learning (“PBL”) in San Antonio and the surrounding market. The school currently serves K-3 students, and will grow organically by one grade level per year to reach K-8. The Gathering Place is already educating over 500 students in year two of operation for grades K-3 due to the high-demand PBL model. At full enrollment, the school will serve more than 1,400 students each year. The school received 461 applications for an estimated 175 new seats available for the 2022-23 school year, leaving 286 students on the waitlist.

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About the Bonds

  • Series 2022A Education Revenue Bonds $25,135,000*
    • Non-rated, tax-exempt
    • Bonds are exempt from Federal Income Tax
    • Minimum denominations of $5,000
    • Interest will be payable on February 15 and August 15 of each year, commencing February 15, 2023
    • First principal payment: August 15, 2029
    • Final maturity: August 15, 2062 (multiple maturities offered)
  • Series 2022B Taxable Education Revenue Bonds $180,000*
    • Minimum denominations of $5,000
    • Interest will be payable on February 15 and August 15 of each year, commencing February 15, 2023
    • Principal payment: August 15, 2024

Use of Bond Proceeds

  • Exercise lease purchase option for land and buildings
  • Fund playground for school
  • Fund debt service reserve fund & costs of issuance

Security

  • Secured by a Construction Fund
  • Secured by a Debt Service Reserve Fund
  • Gross revenue pledge

 Key Financial Covenants

  • 1.10x Debt Service Coverage Ratio, tested annually
  • 45 Days Cash on Hand ratio, tested annually

We are currently accepting indications of interest for these tax-exempt bonds with an expected pricing the week of April 25, 2022, and anticipated settlement during the week of May 9, 2022. For more information including risks, please read the Preliminary Official Statement in its entirety. If you have interest in purchasing these bonds, please contact your HJ Sims financial professional as soon as possible.

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888.650.0871

*Subject to change

No dealer, broker, salesperson, or other person has been authorized to give any information or to make any representation other than those contained in the Preliminary Official Statement and, if given or made, such other information or representation should not be relied upon as having been authorized by the Issuer, the Borrower, or the Underwriters. The information set forth herein has been obtained from the Issuer, Borrower, and other sources that are believed to be reliable, but is not guaranteed as to accuracy or completeness by, and is not construed as a representation of, the Underwriters. 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, nor shall there be any sale of these securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. Any offering or solicitation will be made only to investors pursuant to the Preliminary Official Statement, which should be read in its entirety. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with TGP Public Schools d/b/a The Gathering Place.

HJ Sims Market Commentary: Going Gray

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Market Commentary: A Bushel and a Peck

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

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HJ Sims Congratulates Brookhaven at Lexington for Achieving a “AA-” Credit Rating from Fitch

“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark

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UMA 2022 Annual Meeting

United Methodist Association Logo

Growing in Partnership.

Join peers across the country in examining UMA’s communities’ most pressing and emerging needs while deepening connections. Connect deeply, maximize learning and recalibrate as we move forward in an uncertain, yet promising, future.

Exhibiting:

Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.

Sponsorship:

HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries. 

Thought Leadership

Educational Session: Developing and Operating Communities to Serve Middle-Income Seniors

Session Date & Time: Tuesday, April 26, 10:15 – 11:45am

Track: Finance and Operations, Governance and Leadership.

Learning Objectives: 

  1. Evaluate capital strategies and disciplines needed to develop a moderate-income project.
  2. Determine the best financing methods and capital structures for these communities.
  3. Realize how changes to traditional business and pricing models help attract seniors and manage operating expenses.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Kevin Anderson, President & CEO, Wesley Homes
  • David Buckhorn, President & CEO, Wesley Commons

Contacts:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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HJ Sims Market Commentary: Proud as a Peacock

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In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

LeadingAge GA 2022 Annual Conference

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Momentum.

We look forward to connecting at the LeadingAge Georgia conference and EXPO.

Sponsorship:

HJ Sims is proud to sponsor the Georgia Institute on Aging and LeadingAge Georgia. 

Thought Leadership

Educational Session: HUD Refinancing Options for Senior Housing and Healthcare Communities

Session Date & Time: Wednesday, April 27, 10:15-11:15 am.

Session Description: This program will present a summary of HUD’s mortgage insurance programs for refinancing affordable senior housing and healthcare communities. Discussion topics will include situations that warrant a refinancing, key business issues to consider when refinancing, and an overview of HUD refinancing programs and the Interest Rate Reduction protocol.

Learning Objectives: 

  1. Give participants a general understanding of HUD mortgage insurance programs that are available to refinance their communities.
  2. Provide case studies illustrating the effective use of the mortgage insurance programs.

Featured Speaker:

  • Anthony Luzzi, President, Sims Mortgage Funding

Contacts:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

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AJAS 2022 Annual Conference

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Collaborative Café:

A reinvented way of exhibiting – Visit us at table #20.

Sponsorship:

HJ Sims is proud to sponsor AJAS, and an Evening with Doris Kearns Goodwin. Doris Kearns Goodwin, is a presidential historian and Pulitzer Prize-winning author, who is poised to offer her insights on leadership.

Thought Leadership

Educational Session #1: What’s Next for Jewish Senior Living Communities

Session Date & Time: Monday, April 4, 10:00 – 10:45am

Session Description: Many Jewish Senior Living Communities have long, successful histories of serving seniors, particular as relates to providing skilled nursing care. In many markets, Jewish Senior Living Communities are viewed as providing the highest level of care in their markets, attracting as many or more non-Jewish residents as Jewish residents. But with aging physical plants, changing reimbursement systems and changing consumer preferences, organizations are facing declining margins and the need for enhanced fund raising to deal with on-going operating deficits. Looking to the future, what are the key metrics and options senior leadership of Jewish Senior Living Organizations should focus on?

Featured Speakers:

  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jason Jorgenson, Vice President/Managing Director of Development, LCS
  • Joe Weisenburger, Vice President/Senior Director of Business Development, LCS
  • Blake Gillman, Vice President/Director of Post-Acute Care Services, LCS
  • Rachel Blumberg, Executive Director, Sinai Residences of Boca Raton

Education Session #2: Community Lay Leaders Program

Creating Strategic Partnerships and Affiliations While Bridging Mission and Vision

Session Date & Time: Monday, April 4, 4:00 – 6:00pm

Session Description: Learn how innovative boards and senior leadership are utilizing strategic partnerships, non-traditional affiliations and new approaches to growth and sustainability. As long term care utilization is continuing to decline and reimbursement is continuing to shrink the financial gaps growth where communities can no longer fundraise their way out of it. The program will review new programs, services and affiliations designed to capture younger consumers, broaden your organization’s reach and enable your communities to be self-sustaining.

Featured Speakers:

  • Carol Silver Elliot, President and CEO, Jewish Family Home
  • Dan Cinelli, Principal, Perkins Eastman
  • Aaron Rulnick, Managing Principal, HJ Sims
  • Melinda Schmitz, President, Sage Age
  • Brian Schiff, Managing Director, BS&A
  • Jeff Weatherhead, Chief Operating Officer, Aldersgate

Contacts:

REQUEST INFORMATION ON THIS PRESENTATION

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More