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.

LeadingAge Arizona 2022 Annual Conference & Expo

Momentum.

We look forward to connecting at the LeadingAge Arizona Conference & Expo.

Sponsorship:

HJ Sims is proud to be a Silver Sponsor for LeadingAge Arizona. 

Visit the HJ Sims booth on the EXPO Floor, and start a conversation today. 

Attendance:

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

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LeadingAge NY 2022 Annual Conference & Expo

We look forward to connecting at the LeadingAge New York Conference & Expo.

Visit HJ Sims at booth #49 on the EXPO Floor, and start a conversation today.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge New York. 

Educational Session: The Senior Living Industry and Capital Markets Today and Tomorrow

Session Date & Time: Wednesday, May 25, 9:00 – 10:00 am (ET)

Session Description:

Two senior bankers at HJ Sims will discuss efficient and innovative ways to finance development, acquisitions and expansions – including a review of HJ Sims’ most compelling recent financings. Learning Objectives: Bankers will provide an overview of the current financing environment and its impact on financing structures and capital availability. Learn about the latest financing programs available to provide financing for senior living organizations’ growth needs. Discover the most efficient and affordable ways to refinance debt, finance development, and fund acquisition and growth opportunities today and in the near future. Review case studies of innovative approaches to accessing capital. 

Featured Speakers:

Attending:

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LeadingAge Michigan 2022 Annual Conference

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

 

Educational Session: Senior Living Change and Growth – Future Ready!

Session Date & Time: Tuesday, May 24th, 4:15-5:15pm (ET)

Session Description:

Due to demographics and the eminent change our consumer demand as well as the increased challenges in dealing with Skilled Nursing and the shrinking work force – life plan communities must change and adapt to be successful and ‘future-ready.’

Presenters will discuss ways providers are changing to adapt to future needs. Hear from an architect, a marketing expert and a banker about examples on models of senior living that are already starting to challenge traditional communities. They will explore how communities can do more with less by offering service flexibility and focusing on qualitative vs. quantitative experience. Two Providers who are/have undergone significant change are Clark Retirement Communities, who merged into a larger NFP Senior Living System, while growing on their own campus, and Resthaven, who is in the process of building/opening two new campuses. Hear from the Providers how their changes adapt to their organization’s perceived needs for the future.

Learning Objectives: 

  1. Discover how demographic projections and major economic disruptors like the pandemic, labor shortages and soaring home prices will impact senior living communities and their consumers for years to come, including how LPCs are doing more with less.
  2. Existing / traditional Life Plan Communities can transform themselves to meet new or changing markets while staying true to their mission.
  3. Learn from two real case studies, how Western Michigan providers have embraced change and growth to best prepare their organizations for the future. Understand their thought-process and their stake-holder’s (residents, staff, board’s) reaction to their bold changes.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Brian Pangle, CEO, Clark Retirement Communities
  • Deedre Vriesman, CEO, Resthaven
  • Hoppy Sell, Tandem
  • Margaret Yu, RLPS
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As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

Learn More

LeadingAge California 2022 Annual Conference & Expo

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings. 

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Monday, May 16, 4:15-5:15 pm (PDT).

Session Description: Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic, and innovative – enabling these same attributes within the organizations they serve. Innovation at the board level is a function of various elements – including when there is a defined strategic direction and best practices in place. What are the roles of the board? What does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? How should boards respond when facing unexpected changes? Related to strategy, specifically: Is strategic thinking a strategy? Does the board or management create the strategic plan? Join us with board and executive management representatives of one or more senior services providers, for an informative discussion that will explore elements of an innovative board.

Learning Objectives: 

  1. Identify common issues experienced by not-for-profit senior services boards and best approaches to avoidance/correction and solutions
  2. Understand the responsibilities of board members and their role in determining the strategic direction of the organization
  3. Gain tools for adjusting to change and spearheading innovation following the organization’s vision and mission
  4. Develop solutions around board “tension areas”

Featured Speaker:

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LeadingAge Illinois 2022 Annual Meeting & Expo

Evolution.

We look forward to connecting at the LeadingAge Illinois Meeting & Expo.

Educational Session: The Power of Innovative Senior Services Boards

Session Date & Time: Wednesday, May 18, 10:30-11:30 am.

Learning Objectives: 

  1. Learn the twelve principles of governance
    that power exceptional boards and how
    they can be applied to an organization
  2. Gain an understanding of how to shift the
    board from crisis management back to
    strategic planning
  3. Understand the roles and responsibilities of
    post-pandemic governing boards and be
    able to share that wisdom with a board

Educational Session: Navigating Turbulent Times: A Strategic Approach to Setting Your Community’s Course for the Future!

Session Date & Time: Wednesday, May 18, 4:00-5:00 pm.
 

Learning Objectives: 

  1. Learn how to engage in a strategic planning
    process and apply outcomes to successful
    community re-positioning
  2. Discover how to leverage current and
    emerging demographic and financial
    statistics to strengthen the financial future
    of senior living communities
  3. Learn how to apply new design trends
    in senior living to both large and
    small-scale projects

Featured Speaker:

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LeadingAge MD 2022 Annual Conference

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Momentum.

We look forward to connecting at the LeadingAge Maryland conference & EXPO.

Sponsorship:

HJ Sims is proud to be a Gold Sponsor for LeadingAge Maryland. 

Visit the HJ Sims booth on the EXPO Floor, and start a conversation today. 

Attendance:

START A CONVERSATION

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

Learn More

Arkansas Charter Schools Conference 2022

2022 Annual Conference

The Arkansas Charter Schools Conference (ACSC) is an annual gathering for charter school leaders who bring important and diverse perspectives to K-12 education. Educators, advocates, and leaders are invited to attend in-person and share ideas about the future of education and how we can prepare all students to achieve their most ambitious dreams and plans. This will be an opportune time to collaborate with educators from around the state, hear from nationally recognized experts, and explore successful strategies together. 

HJ Sims will be there – start a conversation with one of our expert public finance education team members specializing in structuring and underwriting public sector and charter school financings.

Attendance:

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PAHSA 2022 Spring Conference & 62nd Annual Meeting

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Presbyterian Association of Homes & Services for the Aging 

Senior living organizations have seen dramatic changes and tall challenges. How do we actively commit to diversity, equity, inclusion and justice within our organizations? How do we change the narrative and public understanding of senior living for the better? How can we gain strategic foresight to navigate and leverage forces influencing our mission?

Come stretch your mind and rejuvenate your spirit with your colleagues in ministry to older adults. We’ll engage these challenging topics and encourage each other within the fellowship of senior housing and services leaders.

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Attendance:

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LeadingAge South Carolina Annual Conference 2022

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2022 LeadingAge SC Annual Conference & Trade Show

HJ Sims will be there – start a conversation with one of our expert not-for-profit team members specializing in structuring and underwriting senior living and long term care financings.

Visit us in our exhibit booth at the trade show. We are proud to support LeadingAge South Carolina as a Diamond Sponsor.

Attendance:

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