Join HJ Sims & EPIC for a Cocktail Reception during NCSC23

The Sunset Room | Austin, TX | June 18, 2023

You are cordially invited to a cocktail reception during the 2023 National Charter School Conference hosted by HJ Sims and EPIC Insurance Brokers. Join us for drinks and hors d’oeuvres at The Sunset Room on Sunday, June 18, 2023 from 5:00 pm-7:30pm


Let us know if you will be there! Fill out the following form to RSVP to the reception.


The Sunset Room | 310 East 3rd Street | Austin, Texas 78701

Located in the heart of Austin’s Convention Center & Historic Sixth Street Districts


Established in 1935, HJ Sims is a full-service investment bank with dedicated education experts specializing in structuring and underwriting charter school financings. HJ Sims provides solutions for acquisition, expansion, renovation or refinancing. We also provide financial advisory services in the areas of capital planning, restructuring, and more. With experienced and expert bankers, your project will be Financed Right®. The right financing can lead to children living to their full potential. Visit to learn how HJ Sims can fund your company’s continued growth.

A unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.


Thank You to Our Sponsors

BC Construction Group is one of the nation’s leading Charter School Facility Design-Build firms. Our team members have pioneered Charter School facility solutions, designing and constructing well over 230 charter school facilities nationally. Starting at the earliest concept, BCCG handles feasibility studies and development concepts, complete with budgets, to help school leadership understand their options. BCCG provides full turnkey service options to craft a facility that is the best intersection of performance, image, and value. 

Beginning in 2015, Bright Thinker’s curriculum was developed in both paper and digital forms to serve the most challenging students in K – 12th grades. Our solutions work well for advanced students and those in credit recovery and supplemental applications, too. Bright Thinker provides students a rigorous academic experience, with the intent of preparing them for the successes measured by standardized assessments and collegiate preparedness. The Bright Thinker team has developed educational products that adhere to state and national standards in both architecture and curriculum content. Students will experience a variety of instructional content that is academically challenging yet visually engaging to stimulate the educational mind and encourage academic discovery.

CAM’s mission is to help all charter schools reach their full potential via sound lending and investing practices. Since 2012, Charter Asset Management has funded over $1 billion to charter schools nationwide. CAM believes in the idea that school choice is central to quality education. Charter schools are integral to school choice, but they do not receive equitable funding. The CAM mission is to provide the best source of capital for all charter schools.

Ice Miller’s charter school finance team has served as bond counsel, underwriter’s counsel, disclosure counsel, and/or borrower’s counsel on more than 200 transactions totaling over $5 billion in principal issued in more than 25 states coast to coast since 2012 (approximately 150 for $3.6 billion since 2018). We work with local and national issuers and provide in-depth tax analysis and robust securities law and disclosure advice.  Our team has diverse charter school state law knowledge, significant governmental and 501(c)(3) revenue bond (tax-exempt and taxable) experience, and continuing disclosure compliance proficiency. In addition to our charter school public capital markets practice, each member of our charter school team has significant experience representing institutional lenders, positioning us to apply our expertise, skill, and lessons learned in the capital markets to charter school bank financings.  Beyond charter school finance, Ice Miller’s public finance practice provides services in all roles in which a public finance attorney might serve and provides those services in every substantive area of public finance. Our public finance lawyers work nationally as bond counsel and underwriter’s counsel, with clients that include underwriters, banks, bond purchasers, borrowers, developers, and issuers.

Performance Charter School Development (Performance) is a national, full-service real estate firm specializing in helping new and existing charter schools meet their facility needs. We understand that facilities are one of the biggest challenges for schools to overcome, and we want to help! We are able to provide the school’s ideal facilities through our experienced development team and by providing 100% of the capital needed to construct or acquire your new school building. We don’t require any upfront money from the school and no payments are needed until the school is open and operating.