18th Annual HJ Sims Late Winter Conference 2021 | HJ Sims | 24 February 2021 | Virtual Event
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Wed Feb 24 EST (almost 4 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
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.
Speakers
2021 Speakers
KEYNOTE SPEAKER:
Joseph Coughlin
Director
Massachusetts Institute of Technology AgeLab
SPEAKERS:
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
SPECIAL GUESTS:
Mike Messina
PGA Teaching Professional at Greystone Golf Course
Barbara Shapiro
Author
Marc Vetri
Chef, Vetri Cucina