HJ Sims · The Water Taxi. The Westin’s waterfront setting offers diving, sailing, fishing as well as quiet relaxation. There is a serene oceanfront heated pool, an on-site fitness

Tuesday, March 4—Thursday, March 6 The Westin Beach Resort—Fort Lauderdale, FL

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HJ Sims Presents the 11th Annual Conference

on Financing Methods and Operating Strategies

in the Senior Living Industry

for Non-Profit and Proprietary

Senior Living Providers

CEU & CPE Credits Available

CONFERENCE UPDATE

with Speakers Listed

Sims 2014 Conference

THE SIMS 2014 LATE-WINTER CONFERENCE will highlight how senior living organizations succeed in this more competitive environment. GUEST SPEAKERS will include MARVIN LOH, Managing Director, Senior Fixed Income Market Strategist for Bank of New York Capital Markets. He will provide a general market overview, a survey of the interest rate environment and predict future interest rates. Mr. Loh monitors market, industry and credit developments, and formulates their impact on a wide range of fixed income asset classes, including corpo-rate, high yield, emerging market and municipal bonds. He publishes BNY Mellon Capital Market’s Fixed Income Market Commentary. Our GUEST SPEAKERS will also include RAVI DHAR, George Rogers Clark Pro-fessor of Management and Marketing & Director of the Center for Customer Insights, Yale University School of Management. Professor Dhar also has an affiliated appointment as professor of psychology in the Department of Psy-chology, Yale University. He is an expert in consumer behavior and branding, marketing management and marketing strategy and a leader in bringing psy-chological insights to the study of consumer decision-making. Professor Dhar will discuss these insights and how they affect customer deci-sion making. We have prepared a COMPREHENSIVE AGENDA which will address financing methods and operating strategies designed to meet the challenges that exist in both the not-for-profit and for-profit sectors of the senior living industry. A roster of OUTSTANDING SPEAKERS will participate in the educational sessions. Breakout sessions, panels and roundtables will provide a forum for exchang-ing ideas and information. Our Conference format will also provide invaluable NETWORKING OPPORTUNITIES. THE OBJECTIVE of the Sims Late Winter Conference is for industry participants to learn and discuss each other’s strategies and solutions for success. We are pleased to be able to offer both CEU and CPE credits for the educa-tional sessions.

ABOUT THE SIMS 2014 CONFERENCE 2

THE WESTIN BEACH RESORT

Our 2014 Conference will take place at The Westin Beach Resort, located on the Atlantic Ocean in Fort Lauderdale, Florida, often referred to as the “Venice of America”. Here you can explore 300 miles of navigable water-ways, relax on the soft sands of Ocean beaches and visit local attractions via The Water Taxi. The Westin’s waterfront setting offers diving, sailing, fishing as well as quiet relaxation. There is a serene oceanfront heated pool, an on-site fitness center and luxurious spa. The views of the Ocean and Intra-coastal Waterway are spectacular. The Westin Beach Resort is conveniently located approximately a 15-minute drive from Fort Lauderdale-Hollywood Airport (FLL) and 1 hour from Miami International Airport (MIA). You may visit The Westin Beach Resort’s web site via the following link: https://www.starwoodhotels.com/westin/property/overview/index.html?propertyID=3328

Sims 2014 Conference

GOLF Tuesday, March 4, 8:30 am Golf enthusiasts will have the opportunity to participate in a tournament on the Heron Bay Golf Club course in Coral Springs, Florida. Just a year after it opened in 1996, Golf Digest named Heron Bay one of America’s ten best new public courses. It has also played host to the PGA Tour’s Honda Classic. Sims will be providing motor coach transportation from our headquarters hotel, the Westin Beach Resort. FISHING EXCURSION AND BOATING Tuesday, March 4, 9:00 am For those who will not be playing in the golf tournament, we have planned some exciting boating and fishing activities. OPENING NIGHT RECEPTION AND DINNER THE WESTIN BEACH RESORT Tuesday, March 4, 7:00 pm SPECIAL EVENING EVENT AT THE BLUE MOON FISH COMPANY Wednesday, March 5, 7:00 pm We are looking forward to enjoying a special evening with our guests at the Blue Moon Fish Company on Lauderdale-by-The-Sea’s Intracoastal Waterway. Known for Fort Lauderdaleʼs “freshest seafood by the waterway”, Blue Moon Fish Company has welcomed locals, seasonal residents and vacationers for over 16 years. Recipient of numerous awards for culinary excellence, as well as being named “Best Waterfront Dining in Fort Lauderdale” by Zagat and OpenTable, Blue Moon Fish Company deliv-ers a memorable culinary experience. Sims will provide bus transportation from our headquarters hotel, The Westin Beach Resort.

CFO BREAKFAST Wednesday, March 5, 7:30 am Both Non-Profit and Proprietary CFOs are invited to meet each other and discuss important issues. TOUR OF JOHN KNOX VILLAGE Thursday, March 6, 1:00 pm Motor coach transportation will be provided to the community and back to The Westin. John Knox Village is a Continuing Care Retirement Community (CCRC) encompassing a full range of independent living, assisted living and skilled nursing care options for more than 1,000 senior residents – all on one lush 65-acre campus of tropical land-scaping and peaceful lakes in Pompano Beach on Southeast Florida’s Gold Coast. John Knox Village is a not-for-profit life-care retirement community where residents can enjoy a lifestyle rich in opportunities and events. Since 1967, The Village has at-tracted realistic seniors who plan for the future. John Knox Village offers lifetime housing, home maintenance, social activities and on-site nursing care.

RECREATION AND SPECIAL ACTIVITIES 3

Sims 2014 Conference

AGENDA: TUESDAY, MARCH 4 4

AGENDA: WEDNESDAY, MARCH 5

8:30am GOLF TOURNAMENT at the Heron Bay Golf Club in Coral Springs (Shotgun Start 8:30 am−please check in by 8:00 am) Motor coach transportation will be provided. 9:00am FISHING AND BOATING are being planned as alternatives for those not playing golf. Fishing Boats and Catamaran Sailing Yacht will leave from the Marina at the Bahia Mar

Hotel at 9:00 am. Transportation will be provided. 4:30pm NETWORKING AT Shula’s Restaurant at The Westin Beach Resort A perfect opportunity to catch up with colleagues and meet new people. 7:00pm OPENING NIGHT RECEPTION AND DINNER The Westin Beach Resort

7:30am―8:30am FOR CFOS — A SPECIAL NETWORKING BREAKFAST

Both non-Profit and Proprietary CFOs are invited to meet each other and discuss important issues. Each breakfast table will be hosted and combine CFOs from both

industry segments. 7:30am―8:30am BREAKFAST AND NETWORKING 8:40am― 8:50am WELCOME AND INTRODUCTION 8:50am—10:00am GENERAL SESSION – The Senior Living Industry and Capital Markets Today and Tomorrow. An expert panel will discuss and debate the most efficient and affordable ways to finance development and acquisitions today and in the near future, including a review of Sims’ most interesting and creative financings.

Sims Speakers: William Sims, Managing Principal; R. Jeffrey Sands, Principal/General Counsel; Aaron Rulnick, Principal; Anthony Luzzi, President—Sims Mortgage Funding; Mark Landreville, Executive Vice President; Robert Gall, Senior Vice President; Xan Smith, Senior Vice President

10:00am—10:30am NETWORKING BREAK 10:30am—11:45am GENERAL SESSION — The Future Direction of Interest Rates GUEST SPEAKER: MARVIN LOH, MANAGING DIRECTOR, SENIOR FIXED INCOME STRATEGIST, BANK OF NEW YORK CAPITAL MARKETS 11:45am—1:00pm LUNCH AND NETWORKING 1:00pm—2:15pm GENERAL SESSION — Partnerships and Joint Ventures. As the senior living market becomes more competitive, some pioneers are joint venturing with government agencies, housing developers and others. Learn about the wide variety of partnerships and ventures, how to implement them and the ups and downs to anticipate.

Speakers: Michael Comparato, Chairman and Chief Executive Officer, Vieste, LLC John Mehrkens, VP of Senior Housing Partners, Presbyterian Homes & Services, MN William Pettit, III, Senior Vice President, R. D. Merrill Company and Merrill Gardens Other Speakers to be announced

Sims 2014 Conference

5 AGENDA: WEDNESDAY, MARCH 5 (Cont.) 2:15pm—2:45pm NETWORKING BREAK 2:45pm—4:00pm BREAKOUT SESSIONS I. Inside the Minds of Lenders. An interactive panel consisting of representatives of bond funds, banks, REITs, Fannie Mae and FHA insurance will share their unique insights. Speakers: Christopher Callaghan, Group Vice President, Healthcare Banking, M&T Bank Dana Fusaris, Managing Director, Fundamental Advisors Christopher Honn, Director—Customer Relationships, Fannie Mae Joseph Weisenburger, VP-Senior Housing, Health Care REIT II. Design — The Latest Designs. A panel of design experts will discuss and illustrate the latest concepts combining attractive aesthetics, value pricing and operating efficiencies. Speakers: Tye Campbell, CEO, SFCS Architects David Hoglund, Principal and Director, Perkins Eastman Eric Krull, Executive Vice President, THW Design Gregory Scott, Partner, RLPS Architects 4:15pm—5:30pm BREAKOUT SESSIONS I. Marketing Strategies from the Trenches. Market conditions are anything but uniform across the U.S. You will hear from the people responsible for making the direct sales about a variety of successful techniques to increasing pricing in strong markets and maximizing occupancy in weaker markets. Speakers: Morgan Lamphere, Director of Sales and Marketing, SearStone Paul Riepma, Senior Vice President—Marketing, Pacific Retirement Services Brett Robinson, Executive Vice President, Leisure Care Kristin Kutak Ward, President and CEO, Solutions Advisors II. Operations — Analyzing Multiple Paths to Strengthening Operations. Learn about multiple paths to enhancing operations through: securing contracts for ACOs; growing beyond bricks and mortar; turning around lower performing properties; and utilizing technology and alternative energy systems to lower operating costs. Speakers: Jill Sorenson, Senior VP/Senior Director of Operations Management, Life Care Services (LCS) Representatives of Maple Knoll Communities/University of Cincinnati Health Care Technology Collaboration Expert on Maximizing Opportunities from ACOs Other Speakers to be announced 7:00pm—10:00pm SPECIAL EVENING EVENT Reception and Dinner at Blue Moon Fish Company Transportation will be provided.

Sims 2014 Conference

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HJ Sims is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional

education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual

courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE sponsors, 150

Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.

AGENDA: THURSDAY, MARCH 6

7:30am—8:30am BREAKFAST AND NETWORKING 8:30am—10:00am GENERAL SESSION – Psychological Insights into Senior Living Customers. GUEST SPEAKER: RAVI DHAR, GEORGE ROGERS CLARK PROFESSOR OF MANAGEMENT AND MARKETING & DIRECTOR OF THE CENTER FOR CUSTOMER INSIGHTS, YALE UNIVERSITY SCHOOL OF MANAGEMENT 10:00am—10:30am NETWORKING BREAK 10:30am—12:00pm GENERAL SESSION – Let’s Hear from the Leaders: Setting Themselves Apart. The senior living industry has a wide range of pioneering expertise. An industry panel will discuss identifying key elements of projects and programs which enabled success and avoided failure. Speakers: Thomas Grape, Chairman and CEO, Benchmark Senior Living Stephen Monroe, Editor, The SeniorCare Investor Gary Puma, President and CEO, Springpoint Senior Living Mark Ricketts, Sr. VP, Corporate Chief Operating Officer, National Church Residences Todd Swortzel, President and CEO, Presbyterian Homes 12:00pm LUNCH AND CONCLUSION OF CONFERENCE SESSIONS Box Lunches will be provided outside the meeting rooms. 1:00pm TOUR OF JOHN KNOX VILLAGE

Beach, Spa, and Other Resort Activities are Available for You to Enjoy on Your Own.

Sims 2014 Conference

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REGISTER FOR THE SIMS 2014 CONFERENCE

First Name: _______________________ Last Name:___________________________

Badge Name: ___________________________________________________________

Title: ___________________________________________________________

Company: ___________________________________________________________

Address: ___________________________________________________________

___________________________________________________________

Phone: ___________________ E-Mail: _________________________________

Activities:

— Will you participate in the Golf Tournament on Tuesday 3/4 at 8:30 am? Yes ____ No ____ — Will you participate in the Fishing Excursion or Boating on Tuesday morning 3/4?

Yes ____ No ____ Please select one: Fishing Excursion ______ Boating ______ — Will you participate in the Senior Living Community Tour on Thursday 3/6 at 1:00 pm?

Yes _____ No _____ There will be an additional $75 fee for participation in the golf tournament, fishing or boating.

Registration Attire for Seminar: Business Casual

Registration is Requested by February 1, 2014

CONFERENCE REGISTRATION: Please call or e-mail Anita Clavin at 203-418-9005 or [email protected] with any questions or requests for additional information. You may register for the Conference online at www.hjsims.com/register or you may mail or fax your registration form to Anita Clavin (Fax: 203-256-2377). Please mail the check for your registration fee (we are unable to accept credit cards) to: Anita Clavin, HJ Sims, 2150 Post Road, Fairfield, CT 06824-5669.

REGISTRATION FEE: Facility Management, Board Member or Owner—$295 Others—$795

There will be an additional $75 fee for participation in the Golf Tournament, Fishing Excursion or Boating.

HOTEL RESERVATIONS: We have reserved a limited block of rooms at the special Conference rate of $239 per night at THE WESTIN BEACH RESORT, 321 N. Ft. Lauderdale Beach Blvd., Fort Lauderdale, FL 33304, Reservations Tel: 888-627-7108. That rate will be available until February 3, 2014. You may make your reservations directly with the hotel after you have registered for the seminar and will need to inform the hotel that you are registered to attend the Sims Conference. To make your hotel reservation online, please use the following link: https://www.starwoodmeeting.com/Book/HJSims2014Mar