Hotel & Venue
Past Attending Firms
VP of Development and Positioning
Gardant Management Solutions
Rick Banas has more than 40 years of experience in senior living and health care.
He has had the opportunity to work with retirement, assisted living and memory care communities in urban, suburban and rural areas throughout the United States.
His experience encompasses marketing, sales, development, public relations and political advocacy.
Prior to joining Gardant Management Solutions, he worked for Classic Residence by Hyatt (now Vi), the Alexian Brothers Health System, and his own sales and marketing consulting firm.
President & CEO
Lance Bell is the President and CEO of POS Partners, Inc., a hospitality technology company that specializes in software solutions for the Senior Living industry. Lance received the 2015 Retail Solutions Providers Association Innovate Solution Award for a new transaction management and payment software program for the Android and IOS smartphone platforms. After graduating from the University of Missouri with a degree in Hotel & Restaurant Management, Lance managed multi-site restaurant operations and new store openings for several national food service retailers, including Ruby Tuesday Inc. and Outback Steakhouse, before entering the hospitality technology field in 1997. In 2006, Lance and his team saw the need for an original and creative healthcare and senior living point-of-sale solution, that would manage dining operations to the benefit of residents and care providers. Today, the POS Partners’ client list has grown to include Brookdale Senior Living, Kisco Senior Living, The Waters Senior Living, MorningStar Senior Living, Christian Senior Living and the Senior Resource Group, to name a few. Lance, his wife Lori, and their five daughters currently reside in South Elgin, IL. In addition to spending time with his family, Lance leads two community groups and a marriage ministry at his local church. He also offers volunteer resources to the Northern Illinois Food Bank and Compassion International.
Principal-Chief Fund Manager
Senior Living Fund
Dan has over 30 years of business experience, including 10+ years in a business consulting and management role for Accenture, 25+ years in business development and a successful 24-year track record in real estate investment, capital placement and management. Dan began working with clients in the senior housing sector in 2008. Dan’s real estate experience includes fund management, commercial real estate investment, single family investment properties, real estate lending, and residential and commercial development. Dan has managed numerous real estate funds and private investments since the early 2000s. His companies have purchased, rehabilitated, and sold hundreds of commercial and residential properties, and have provided hundreds of asset-based loans in 15 states and Mexico from a large private equity Fund. Dan has owned developments in Kansas City and Illinois. Over the last ten years, Dan has evaluated and underwritten a large number of senior housing investment opportunities for his investors and the numerous senior housing Funds he manages.
President and CEO
Senior Lifestyle Corporation
Jon DeLuca is the President and Chief Executive Officer of Senior Lifestyle and its affiliated companies. Jon oversees every aspect of Senior Lifestyle’s organization and mission for its portfolio of nearly 190 seniors housing communities. Working closely with his senior management team, he leads the development and execution of company’s long term strategy and growth through acquisitions and new development. Jon has over 18 years in the senior housing industry with keen insight of the competitive landscape, opportunities for expansion, customers, markets, and new industry developments and standards. This expertise establishes and guides the operations of our first-class senior living communities. He previously served as Chief Financial Officer of Senior Lifestyle from July 1998 to June 2001.
Prior to rejoining Senior Lifestyle in 2011, Jon spent nine years as the Co-President and Chief Financial Officer of Horizon Bay Retirement Living. Previously, he served as Chief Financial Officer of Allied Capital Corporation, a provider of senior debt and mezzanine finance to small and medium size companies.
Jon is a former member of the Owner/Operator Advisory Board to the National Investment Center for Seniors Housing & Care Board of Directors and currently serves on the Argentum Board of Directors. He is also a frequent speaker at seniors housing industry conferences.
Jon graduated from The University of Texas at Arlington with a Bachelor of Business Administration in Accounting. He is a certified public accountant in the Commonwealth of Virginia.
Birchwood Health Care Properties
Founded in April 2014 by Isaac Dole, Birchwood HCP is a Chicago-based health care private equity firm with a primary focus on senior housing and nursing home facilities. With deep industry relationships, access to capital and entrepreneurial structuring capability, Birchwood intends to capitalize on the highly fragmented and dynamic nature of the industry through ongoing acquisitions and development. Birchwood currently owns 18 senior housing facilities and nursing homes as well as a hospice company and a home health company – all but one community was purchased in the last 15 months. Prior to forming Birchwood Health Care Properties, Mr. Dole was the Managing Director of Acquisitions at Aviv REIT, Inc. (NYSE: AVIV, now Omega Healthcare Investors - NYSE: OHI), one of the nation’s largest nursing home and senior housing real estate owners. At Aviv, Mr. Dole sourced and negotiated asset acquisitions as well as leases with third party operators. Prior to Aviv, Mr. Dole was a member of the National Senior Housing Group at one of the nation’s largest healthcare real estate brokerage firms, where he was responsible for sourcing and executing senior housing and nursing home transactions. Throughout his career, Mr. Dole has cultivated a large network of industry relationships throughout the country and closed hundreds of millions of dollars of senior housing and nursing home transactions throughout the United States. Mr. Dole received his B.A. in Economics from Tufts University and his M.B.A. from Northwestern University’s Kellogg School of Management, with concentrations in Entrepreneurship and Finance.
Chief Operating Officer
In 1997, Mr. Gillette joined American House Senior Living Communities as an assistant manager. Today serves as the company’s chief operating officer. He oversees the operations of over 40 communities in the Midwest and Florida, maintaining a resident occupancy rate of above 90 percent. Prior to joining American House Senior Living Communities, Mr. Gillette worked with City Management in Detroit as a sales and marketing representative. Additionally, he founded Republic Personal Services, Inc. serving as the chief executive officer. Mr. Gillette has participated in Governor Jennifer Granholm’s Long Term Care Task Force to rewrite Medicaid Laws, participated in Governor John Engler’s and the Michigan Department of Consumer and Industry Services Assisted Living Task Force. He has served as the Vice Chair of Legislative Regulatory and Rental Housing Committee for National Association of Home Builders and on the Statewide Living Independent Council. Additionally, Mr. Gillette is a Board Member of Hospice of Michigan, Wayne State University Institute of Gerontology, Detroit Historical Society and American Seniors Housing Association, and is a committee member of the Community Engagement Committee at the Detroit Symphony Orchestra. He was also a founding Board Member of the Michigan Center for Assisted Living. Mr. Gillette currently resides in Beverly Hills with his wife and two daughters.
National Head of Healtchare Lending
Eric was recently promoted to National Head of Healthcare Lending at Leumi, responsible for overseeing and growing the Bank’s healthcare commercial banking business throughout the U.S.
Eric has held several managerial roles since joining Leumi in 1987. Most recently, he was a Group Head in New York’s Commercial Banking Division, leading NY/NJ healthcare lending growth of $300 million over the last few years. As part of his responsibilities, Eric’s was also responsible for Middle Market Lending to industries, including apparel, consumer electronics, importers, accessories companies and other assorted industries. He also has lending experience to a wide array of specialty industries, such as aviation, specialty finance companies and national sports franchises.
Eric holds an M.B.A. in Finance and Investments from Baruch College in New York and a B.A. in Economics and Business Administration from Bar-Ilan University in Ramat Gan, Israel.
Joe offers more than 25 years of experience in planning, architecture, and interior design almost exclusively dedicated to improving the lives of seniors. An industry expert, he has served as a speaker and educator on master planning, architecture, and interior design at a variety of national forums, including LeadingAge and several of its local chapters, as well as at the International Association of Homes and Services for the Aging (IAHSA). Joe was a contributing author to the Wiley textbook, Building Type Basics for Senior Living, and has been a product designer and advisor to industry/manufacturer representatives including American of Martinsville, Kwalu, and others in designing senior living furniture. He has co-taught design classes at the University of Wisconsin-Milwaukee, Harrington College of Design, and Drexel University.
Joe is a professional member of the International Interior Design Association (IIDA) and the National Council for Interior Design Qualification (NCIDQ); a past advisory board member of the University of North Texas’ Coalition for Leadership in Aging Services (CLAS); an associate member of the American Institute of Architects; and a member of LeadingAge. Joe’s design work has been honored with awards from the senior living industry’s most respected programs – AIA/Leading Age Design for Aging Review and Environments for Aging, along with National Association of Home Builders.
Heavenrich & Company
Adam Heavenrich is managing director of Heavenrich & Company, a boutique investment brokerage firm serving independent living, assisted living, skilled nursing and memory care organizations nationwide since 1994. Based in Chicago, with offices in Denver, Heavenrich & Company advises public and privately held for-profit and non-profit senior housing organizations in mergers, acquisitions and financing. Heavenrich & Company also formulates construction funding options for senior housing operators with a variety of capital sources, including private equity groups, hedge funds, family offices, banks and pension funds. They serve has exclusive advisors to a $100 million equity fund dedicated to new construction of senior housing. The SeniorCare Investor named Heavenrich & Company one of the top ten senior housing investment brokerage firms in 2015. Heavenrich & Company offers integrity of advice, breadth and depth of industry contacts and certainty of execution. They have closed over $1 billion in transactions. Adam is a longtime healthcare transaction and finance professional with over thirty years of experience in development, structuring, selling, acquiring, and underwriting senior living and healthcare real estate projects. Adam’s articles appear regularly in industry trade publications and he speaks frequently at industry conferences. Prior to founding Heavenrich & Company, Adam was senior underwriter for real estate lending at the U.S. unit of Sanwa Bank, then the world’s fifth-largest bank. Prior to Sanwa, he held positions with Shearson Lehman’s real estate investment banking subsidiary. He began his career as director of sales and real estate development for a New York Stock Exchange-listed healthcare real estate development company which specialized in developing hospital-based medical buildings. Adam earned his M.B.A. in finance and marketing from Northwestern University’s Kellogg Graduate School of Management, with concentrations in healthcare and real estate finance. He earned a diploma from the London School of Economics and his B.A. in economics with distinction from the University of Wisconsin at Madison. Adam lives north of Chicago with his wife and three children.
Sr. Managing Director
Ziegler Investment Banking
Daniel Hermann joined Ziegler in 1987. He has recently been named as head of Ziegler’s investment banking practice and a member of the Board of Directors. During his tenure has become a leading investment banker in the senior living industry. He has far-ranging experience in the management, structuring and financial analysis of every type of senior living financing. Dan is directly responsible for managing Ziegler’s senior living finance offices nationwide. In his 25 years with Ziegler, Dan has structured and managed more than 185 senior living financings exceeding $5.0 billion. He has utilized his expertise to create financing structures for a large clientele — from stand-alone nursing homes to multi-facility, multi-state systems, including start-up campuses and campuses undergoing major renovation projects. His particular emphasis in recent years has been to provide resources for key decision-makers in an organization to effectuate sound financial and strategic planning initiatives. To that end, Dan has assisted numerous multi-facility systems in their corporate planning efforts. When appropriate, he assists these and other organizations in the structuring of their financings and has developed financing alternatives using the broadest range of financing structures available to maximize yields and flexibility for his clients: traditional fixed rate issues, credit enhanced variable rate structures, extendable rate unenhanced issues, derivative applications, and off-balance sheet financings. Prior to joining Ziegler, he worked for a “Big Four” public accounting firm. Dan received a B.S. in finance and accounting from Illinois State University, Normal, Illinois, and an M.B.A. with an emphasis in health services management from Kellogg Graduate School of Management at Northwestern University, Evanston, Illinois. He is a Certified Public Accountant and frequent lecturer. In October 2005, Dan was named to the Contemporary Long Term Care 2005 CLTC Power & Influence Top 25 listing, the magazine’s selection of today’s decision makers “who hold the reins and help shape the path” for senior living. He has lectured at Harvard and internationally on senior living finance (its historical trends, strategic positioning issues, growth potential and other), served as a member of the CARF-Continuing Care Accreditation Commission’s Financial Advisory Panel.
Soo Im is a Director, Design in the KTGY Los Angeles office and is a project leader on age-qualified communities located across the country. She has over 19 years of architectural design, planning and programming experience in both new construction and renovation for a variety of clients and institutions, and has dedicated the majority of her career to the full spectrum of senior living environments from housing to long-term care. Ms. Im’s approach to resident-centered design brings innovative and trend-setting solutions to the fast-changing senior living environment, and many of her communities have garnered national recognition and the prestigious AIA Design for Aging awards. Ms. Im’s knowledge of the various codes and the regulatory processes in multiple jurisdictions brings efficiency in the project process from very early planning phases, and her organizational skills and proficiency ensure a quality result that expresses each client’s individual style while achieving its business goals. Prior to joining KTGY, Ms. Im spent 13 years with a national architectural planning and design firm, where she led the Senior Living Design studio as part of the senior management team. Ms. Im is also dedicated to design education and continuous learning. She has served as a design faculty member for both BArch and MArch programs at the Boston Architectural College for the past 11 years.
Founder and CEO
Solera Senior Living
Adam Kaplan launched Solera Senior Living (“Solera”) in April 2016 to build a next generation senior living operating, development and investment platform. Prior to Founding Solera, Adam Kaplan was with Senior Lifestyle from 2007-2016. Most recently, Adam was the SVP of Business and Organizational Development in addition to serving as a member of both the Executive Team and the Investment Committee. Prior to joining Senior Lifestyle, Adam spent 3-years as a Financial Underwriter with Merrill Lynch Capital in the Healthcare Real Estate Finance Division. From an academic perspective, Adam has a Bachelor’s Degree from Cornell University in the School of Hotel and Restaurant Administration and a Master’s in Business Administration from Northwestern University’s Kellogg School of Management. Since launching Solera Adam has built a strong pipeline of value-add acquisitions and luxury senior living developments. Solera is scheduled to close on a 2012 vintage, value-add, AL/MC property located near Tampa, Florida as of June 15, 2017. Solera, in partnership with Elkco Properties, will own and operate the property. Additionally, Solera has a luxury IL/AL/MC development in the planning stages in Kensington, MD. Solera is partners with McCaffery Interests on the Kensington development. Also, Solera has an AL/MC development in Denver, CO. Solera is partners with Banner Apartments on the Denver development. Both of the developments are scheduled to break-ground in early 2018. Solera is selectively seeking additional opportunities for growth that align with the strategy of delivering superior levels of hospitality, implementing engaging programs for residents and families and developing innovative amenities and designs.
President and Founder
Lynne Katzmann is Founder and President of Juniper Communities, which invests in, develops and manages senior living and long term care communities. With 18 properties in four states and more than 1200 employees, Juniper, has $65 million in revenues. Celebrating its 25th Anniversary, Juniper is ranked #14 by Crain’s New York on its Top 50 ranking of woman-owned companies for the New York tri-state area. Juniper is the only woman-founded, owned and led business among the top 40 national assisted living companies. Katzmann launched the business when she was 32, with six years’ experience in the health care industry and a PhD in economics. An active leader in the social entrepreneurship movement at its beginning, she was a firm believer in the so-called double bottom line: doing well by doing good. Katzmann leads an organization known for resident-centered, personalized care. Juniper’s priorities and its many award-winning innovations are consistent with her belief: “Aging and its challenges are a natural part of our life cycle. Quality of life in this third stage should be enjoyed to its fullest according to each person’s choosing. There is no reason that a frail body should not allow a life of joy and meaning.” Katzmann has been involved in the health care industry for almost 30 years, working in the public and private sectors in the United States and Europe. She serves as a board member of several for- profit and non-profit organizations including Senior Care Centers of Dallas, ElderCare Alliance of San Francisco, ArtsConnection of New York City and the Social Venture Network. She lives in Montclair, New Jersey with her partner, Ed Goodell; and has a son, Andrew, now in college.
Pathway Senior Living
A Founder and a Partner of Pathway Senior Living (PSL), Jim has been involved with project origination, development, finance and management of Pathway Development projects. Since 1998 Pathway has developed 23 assisted living and independent living senior developments and currently manages 20 projects. Since 2015 Pathway is developing, joint venturing or managing another (10) projects.
Jim has over 30 years of experience in real estate syndication, investment and management. He is Chairman of the Real Estate Investment Association (REIA) and a former Director of the Illinois Housing Council. Further, he is active with the Affordable Assisted Living Coalition, NIC and the American Senior Housing Association. Jim is an Adjunct Professor at DePaul University Department of Real Estate and a member of the University’s Real Estate Center’s Steering Committee since 2006. He has also served as a member of the Federal Home Loan Bank’s Community Investment Advisory Board (2012-2015).
Executive Managing Director
Cushman & Wakefield
Allen McMurtry is responsible for the origination and execution of senior housing sales nationally for Cushman & Wakefield. With 29 years of experience in Senior Housing brokerage, Allen has sold 165 communities throughout the country with an aggregate value of over $2 billion.
Sales and Marketing Director
With almost 30 years of experience in the communications industry, Kevin’s core belief is always attempt to “build a better mouse trap”. Starting with AT&T’s SMD (Special Marketing Division) in the mid 1980’s Kevin was instrumental in the sales and marketing of AT&T’s SDN (Software Defined Network). A new business unit designed to offer greater products and discounts to enterprise clients, such as Georgia Pacific, General Motors, McDonald’s, Holiday Inn and the likes. Seeing an opportunity to broaden the concept as a GPO, Kevin and several other AT&T executives formed the American Banking Network. A Co-op that teamed with the ABA (American Banking Association) and 37 state banking associations to offer these products to regional and local banks throughout the country. Providing better pricing and discounts while creating a new revenue stream for the associations. Eventually reaching almost 2 million dollars a month in network billings. After the sales of that company Kevin spent almost 10 years at the helm of Merritel Communications Group. A telecommunications consulting and brokerage firm that worked with regional and national firms to optimize their voice and data networks. Always on the lookout for new network opportunities Kevin and his current partners formed Inviacom Inc. in 2011. A fully managed campus wide Wi-Fi provider specializes in the senior living industry. Today Inviacom, based in Charlotte, NC, is an industry leader in the design, engineering, deployment and real time management of the most sophisticated networks in the market. Networks that support the wide array of personal and professional devices that continue to enter the market on a daily basis.
Gale is responsible for the coordination and oversight of sales and occupancy efforts for Mather LifeWays senior residences. Gale has also been instrumental in creating industry-specific customer service training programs with Mather LifeWays Institute on Aging, adapted by 422 organizations. Gale has more than 30 years of experience in the senior living industry. Prior to joining Mather LifeWays in 2005, she previously served as Assistant Vice President of Sales and Marketing/Training for Classic Residence by Hyatt, where she was responsible for sales and marketing of seven communities, including four Continuing Care Retirement Community start-ups. She also served as Vice President of Sales and Marketing for Retirement Community Specialists (RCS) and Retirement Living Affiliates. Gale earned her Bachelor of Business Administration Degree in Marketing from the University of Phoenix.
President & CFO
New Perspective Senior Living
Ryan is responsible for directing the company's operations and fiscal functions, overseeing business performance, investments, strategy and growth initiatives. In an effort to help residents Live Life on Purpose Ryan guides the development and implementation of operational and financial strategies and systems, planning and forecasting process, financial analysis, sales & marketing, resident programing, facilities management, acquisitions and new development projects.
Prior to joining New Perspective Senior Living Ryan served as Vice President of Equity Research for two multi-billion dollar financial services firms in located in New York and Minnesota. Previously Ryan was engaged in equity research and investment banking, and mergers and acquisitions at Piper Jaffray in Minnesota. While at Piper he was involved in closing over one billion of IPO and M&A-related financing.
Ryan graduated from the University of St. Thomas in Minnesota with a Bachelor-of-Arts Degree, majoring in Finance with a minor in Economics. Ryan holds professional certificates from the Erickson School at the University of Maryland Baltimore County (UMBC) in the following disciplines of the Seniors Housing & Care executive education program: Seniors Housing Executive, Finance, and Sales/Marketing. Ryan active with industry associations and is a member of the Assisted Living Federation of America, CFO Executive Roundtable and sits on the Operator Advisory Board for the National Investment Center for Seniors Housing.
Sr. Vice President Digital Strategies
Covenant Retirement Communities
Fran joined CRC in September 2016 as Senior Vice President for Digital Strategies. In his previous position, he had managed CRC’s corporate campus websites and digital marketing strategies since 2013.
With a degree in Psychology and an interest in Computer Science, Fran began his career in 1995, splitting his time between social work and building eldercare databases and providing online marketing. In 1999, he started an online advertising department for Partner Communications, and four years later moved to a marketing agency called Creative Energy. In 2004, he joined Martino & Binzer (now Bluespire Senior Living), to establish a digital department. He worked with more than 100 senior living organizations, providing strategic marketing planning, direction and execution. He developed several marketing technology platforms, and frequently speaks at senior living conferences on digital and traditional marketing, lead generation and analytics.
Fran and his wife, Jennifer, live on Lake Pocotopaug in East Hampton, CT. They have a son, Ethan (13) and daughters, Lauren (8) and Charlotte (6) with two dogs, three fish and a cat.
McShane Construction Company
Jeff Raday is the President of McShane Construction Company, a full-service design/build, general construction and construction management firm headquartered in suburban Chicago, Illinois. Jeff leads the firm’s construction operations on a national basis including offices in the Southeast, Southwest and Western regions. Under Jeff’s 20 years of leadership, McShane Construction has established a proven reputation as a leading construction services provider serving the full-range of senior housing environments. The firm’s diverse project portfolio features independent living, assisted living and memory care residences throughout the Midwest and across the country.
Jeff is a Civil Engineering graduate of Valparaiso University, where he previously served on the National Council of the University’s College of Engineering, and holds a Master of Business Administration from the University of Chicago. He is also a member of the Board of Directors of the Builders Association, the AGC Chicago Chapter. Jeff is a registered Professional Engineer in the State of Illinois and is also a member of NAIOP, Chicago Building Congress, U.S. Green Building Council and a past national chairman of Design-Build Institute of America.
Chicago Pacific Founders
John P. Rijos is a Co-Founder/Operating Partner of Chicago Pacific Founders, a private equity firm that specializes in investments across the healthcare spectrum with offices in Chicago and San Francisco. He is also Chairman and Chief Executive Officer of CPF Living, their seniors housing subsidiary. Prior to that, Mr. Rijos spent thirteen years as Co-President and Chief Operating Officer of Brookdale Senior Living, Inc., the largest senior living company in the United States. During his tenure, the company grew from 22 communities to approximately 650 communities in 36 states with more than 67,000 units and 46,000 associates who serve residents in independent living, assisted living, memory care, skilled nursing and large campus continuous care retirement communities. Prior to Brookdale, Mr. Rijos spent sixteen years as President and Chief Operating Officer of Lane Hospitality, which owns and operates more than 40 hotels and resorts. During that time, he spent three years as Chairman of ITT Sheraton's Owners Association, and two years on the board of the International Association of Holiday Inns Owners. Before Lane, he served as President and Chief Operating Officer of High Country Corporation, a Denver-based hotel development and management company. During his distinguished career, Mr. Rijos has served on numerous boards and advisory committees in senior living, hospitality, and universities. He is a member of the American Seniors Housing Association and is past Chairman of the Executive Committee. He received his Bachelor of Science degree from Cornell University in hotel administration, graduating with distinction. He also has a Certified Hospitality Administrator designation. He has served a multi-year term on the Cornell University Council and is presently on the Dean's Advisory Board for their School of Hotel Administration, where he is a Lecturer and was Executive-in Residence for the 2013-2014 academic year. He was just recently named to the Board of Cornell’s Institute for Healthy Futures.
Senior Vice President
MB Financial Bank
Brian J. Robinson is a Senior Vice President of the Commercial Banking – Healthcare department at MB Financial Bank. He is responsible for maintaining the existing portfolio and originating business in the healthcare space. Mr. Robinson builds on MB’s substantial history with nursing home operators in Illinois and has since diversified the portfolio into various areas in the healthcare space nationally Mr. Robinson joined MB Financial Bank in 2010 and has twenty years of experience in financial services. Previously, he served as a Vice President of Global Markets for Bank of Ireland and was a Vice President and Relationship Manager at LaSalle Bank. He holds his Master of Business Administration in Management from DePaul University and his Bachelor of Arts in Finance from John Carroll University.
Managing Principal, General Counsel
Mr. Sands has extensive experience in the hospital and senior living industry. He has been involved in the development, acquisition, and financing of over 250 hospital, nursing homes, continuing care retirement communities(“CCRCs"), and assisted living facilities. Prior to joining HJ Sims, Mr. Sands was the Managing Partner of the Hartford office of Wiggin Dana, a large Connecticut-based law firm. He a. served as Chairman of the firm's Long-Term Care Practice Group and specialized in corporate, financial, and regulatory issues involving both proprietary and non-profit health care providers. He has a. served on the Legal Committee of the American Association of Homes and Services for the Aging. While in private practice, he was regularly listed in Best Lawyers in the United States as a health care expert. Since joining HJ Sims in 1995, Mr. Sands has been the senior banker for debt and equity financing totaling over $1 billion for proprietary and non-profit senior housing providers, including the structuring of over $200 million in equity and mezzanine placements. He has worked with both proprietary and non-profit clients on a variety of financings. He supervised the successful development of the MatchCap Program, which raises equity money to fund pre-finance costs of start-up CCRCs. He has served as the senior investment banker for senior living financings that utilized equity, taxable bonds, and tax-exempt bonds. Mr. Sands also serves as the managing partner for a number of Sims' equity partnerships overseeing over $100 million of investor funds. Mr. Sands graduated from Trinity College and received his law degree with high honors from the University of Connecticut School of Law.
Senior Living Investment Brokerage
Ryan Saul is Managing Director at Senior Living Investment Brokerage, Inc. Specializing in the sale of Seniors Housing since 2000, Ryan is recognized as a leading broker in the industry, having completed over 250 transactions across 30 states. He specializes in private, public and not-for-profit representation. Under his guidance, Ryan has helped build a successful team with total transaction volume in excess of $3.0 billion across all types of Seniors Housing communities including skilled nursing, assisted living, independent living and continuing care retirement communities. Senior Living Investment Brokerage, Inc. is a leading brokerage firm dedicated to representing Sellers in the confidential sale of Seniors Housing communities. Ryan resides in Batavia, Illinois, with his wife Brenda and their three children: Charlie, Henry and Sadie.
Senior VP — Group Manager Healthcare Lending
First Midwest Bank
Mike Taylor, Head of the Healthcare Lending Division at First Midwest Bank, is responsible for growing existing client relationships, as well as the Healthcare Lending platform in the Midwest. He is charged with leading the lending team that serves the non-profit and for-profit hospital, senior living, and service sectors of healthcare throughout the Midwest and nation-wide. Prior to joining First Midwest Bank, Mike spent 9 years as an investment banker specializing in healthcare finance at Ziegler. While at Ziegler, he worked on over $2.5 billion worth of taxable and tax-exempt financings for national borrowers. He is experienced in structuring and sizing new construction or start-up projects, repositioning or redevelopment projects, expansions of existing campuses, refinancing of existing debt, and sizing alternative capital structures. Mike is a graduate of the University of Illinois Urbana-Champaign and holds undergraduate degrees in Finance and Speech Communications, a Master's Degree in Labor and Industrial Relations, as well as an MBA with a focus on Finance. In addition, Mike holds Series 7 and Series 63 licenses. He currently serves on the University of Illinois College of Liberal Arts and Sciences Alumni Association Board, where he is a member of the finance committee and the chair of the black tie planning committee.
Senior Vice President
Aureon Senior Living
Lisa Welshhons has been with Aureon HR since 2000 and has more than twenty years of experience in human resources, serving the senior living industry for over sixteen years. Lisa has a bachelor’s degree in public relations and is a member of the Society of Human Resource Management (SHRM). Lisa also has a certification as a Senior Professional in Human Resources (SPHR), Senior Certified Professional (SHRM-SCP), and has completed her certification in Human Resource related law from Simpson College. Lisa is SVP of Senior Living Enterprise Account Management and Market Development. She loves the St. Louis Cardinals and running.
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