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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