LeadingAge NY Financial Professionals Conference

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2021 Conference

HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel. 

Visit us at the HJ Sims Booth.

Session Date & Time: Thursday, September 2, 2021 from 8:45am – 9:45am ET

Thought Leadership and Educational Session:

Should I Refinance My Debt? (And If So, How?)

Interest rates remain low and the consensus regarding increased rates is not a matter of if but when. This session will provide a variety of options every organization should explore, from “Cinderella” and forward delivery bonds to tender options and taxable debt to maximize savings. We also will explore refinancing options for HUD-insured projects, including the Section 232/223(f), 223(f) and 223(a)7 mortgage insurance programs, and HUD’s streamlined Interest Rate Reduction (IRR) protocol.

Featured Speakers:

Contacts:

  • Andrew Nesi, Executive Vice President, HJ Sims
  • Anthony Luzzi, President, Sims Mortgage Funding
  • James Bodine, Executive Vice President, HJ Sims

Read more insightful thought leadership by the investment banking team at HJ Sims.

LeadingAge FL Annual Convention

LeadingAge Florida Logo

2021 Conference

HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel. 

Visit us at Booth #903.

Session Date & Time: Wednesday, September 1, 2021 from 4:00pm – 5:00pm ET

Thought Leadership and Educational Session:

Moving Forward: A Successful Affiliation Case Study – Westminster Communities

As the COVID-19 pandemic has brought some communities to the brink, more and more communities are considering affiliation for varying reasons. In this session, we will explore how Westminster Communities of Florida successfully turned around Glenmoor – a community that had been through two bankruptcies and had significant entrance fee liabilities at the time of acquisition.

Westminster Communities of Florida was not only able to turn the community around ahead of schedule, but they brought it into their obligated group ahead of schedule as the addition of Westminster St. Augustine (formerly Glenmoor) was accretive to the Obligated Group. This session will focus more on financial, operational and marketing strategies executed at the operator-level, overcoming negative market sentiment surrounding the outstanding entrance fees, and will briefly touch on the 2020 financing that brought WSA into the Obligated Group.

Featured Speakers:

  • Melissa Messina, Senior Vice President, HJ Sims
  • Hank Keith, CFO, Westminster Communities of Florida

Contacts:

Read more insightful thought leadership by the investment banking team at HJ Sims.

InterFace Seniors Housing Southeast

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2021 Conference

HJ Sims is proud to be able to attend, sponsor and speak on The Power Panel. 

Session Date & Time: Wednesday, August 18, 2021 from 8:50am – 9:45am ET

Thought Leadership and Educational Session:

The Power Panel: CEO’s Discuss the State of the Industry

The power panel will examine trend lines in investment, development, operations and finance. Attendees can expect an inside look at the challenges and opportunities across the seniors housing continuum when some of the biggest names in the industry come together to talk about the state of the industry. 

Featured Speakers:

  • Jeff Sands, Managing Principal and General Counsel, HJ Sims
  • Judd Harper, President, The Arbor Company
  • Jesse Marinko, CEO & Founder, Phoenix Senior Living
  • Douglas Schiffer, President & COO, Allegro Senior Living

Contacts:

Read more insightful thought leadership by the investment banking team at HJ Sims.

LeadingAge OH Annual Conference

2021 Conference

HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel. 

Visit us at Booth #91.

Session Date & Time: Thursday, August 5, 2021 from 8:30am – 10:00am ET

Room: Juniper A

Thought Leadership and Educational Session:

The Power of an Innovative Senior Services Board

Not-for-profit senior living management expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including when there is a defined strategic direction and best practices. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? Does the board or management create the strategic plan? This discussion is designed to create an atmosphere for executive management and board members to gain insights into best practices in their journey towards innovation and strategic thinking.

Learning Objectives:

  1. Defining board member responsibilities such as the board’s role in setting the strategic direction for the organization;
  2. Strategies for board effectiveness while adapting to change and disruption;
  3. Confronting common “tension areas.”

Featured Speakers:

  • James Bodine, Executive Vice President, HJ Sims
  • Scott Buchanan, CEO, Ohio Masonic Home
  • Michael Edwin, Baker Tilly US, LLP

Contacts:

Read more insightful thought leadership by the investment banking team at HJ Sims.