Virtual Event

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Event Date Wed Feb 24 EST (8 months ago)
Location Virtual Event
Region Americas

HJ Sims is one of the nation’s oldest underwriters of tax-exempt bonds, with expertise in today’s fastest growing project sectors, including senior living, health care, education and energy. We are also a nationally-recognized source for secondary market securities. In addition, we are the champions of “entirement”, a singular approach that helps individuals generate income to meet their life goals.

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored advice, and treat our clients and employees like family.

Guided by integrity since our founding, HJ Sims is driven by loyalty and teamwork to provide our clients with valuable guidance and creative financial solutions that enrich their lives, their organizations, and the communities they serve.

Through our execution of innovative financings, and income-generating investment and trading strategies, we position our employees and clients for growth and greater.


2021 Speakers


Joseph Coughlin
Massachusetts Institute of Technology AgeLab


John Cochrane III
President and CEO, HumanGood

Steve Fetyko
President and CEO, United Methodist Retirement Communities, Inc.

David Freshwater
President, The Freshwater Group

Tom Grape
Chairman & CEO, Benchmark Senior Living

Nick Harshfield
Chief Financial Officer, Lifespace Communities

Anthony Luzzi
President, Sims Mortgage Funding

Gayl Mileszko
Director of Analysis & Commentary, HJ Sims

Dennis Murphy
Senior Director of Investments, Benchmark Senior Living

Nick Patel
President, The Asbury Group – Integrated Technologies

Alexia Pozar
Asset Manager, HJ Sims

Suzanne Pugh
President/CEO, Aldersgate

Aimee Riemke
Vice President of Marketing, Greencroft Communities

Aaron Rulnick
Managing Principal, HJ Sims

Jeffrey Sands
Managing Principal, HJ Sims

Shona Schmall
Director of Sales & Marketing, Cooperative Development, Ebenezer Management Services

William Sims
Managing Principal, HJ Sims

Bobby Sumner
President, Retirement DYNAMICS

Toby Timmermeyer
Controller, Voralto Senior Living

Dana Wollschlager
Partner & Practice Leader, Plante Moran Living Forward


Mike Messina
PGA Teaching Professional at Greystone Golf Course

Barbara Shapiro

Marc Vetri
Chef, Vetri Cucina