Facing the Future: Understanding Investors and Navigating Financial Headwinds in Senior Living Webinar

September 30th at 1:00 pm (EST) 

A Collaboration Between LeadingAge Connecticut and The Long Hill Company

With rising pressure on non-profit senior living communities, understanding bond-funded projects and investment trends is essential. Join this educational, expert-led webinar and get clear, actionable insight how to manage risks, communicate with bondholders, and regain control.

Agenda
Welcome & Industry Overview | David Lawlor
Gain insight into current macro and micro-level financial challenges impacting senior living.

Update on Distressed Bond-Funded Projects Nationwide | David Fields
A look at key developments, trends, and lessons learned from troubled communities across the U.S

How Are Bonds Traded? | David Fields
Understand the basics of bond investing, including how bonds are bought, sold, and valued in today’s market.

Who Is Investing in Non-Profit Senior Living Debt?| Fields & Lawlor
Institutional Investors | Private Equity Investors | What this means for your community.

What Happens if You Fail a Covenant Test? | Fields & Lawlor
Dive into the implications of covenant failures and the operational assessments that may follow.

What Can We Learn from Recent Failures? | David Fields
Key takeaways to help your organization avoid common pitfalls.

How to Prepare for Turbulent Times | Lawlor & Fields
Strategic guidance on: Self-Evaluation Recognizing and Confronting Weaknesses Exploring Alternative Paths Forward

Complimentary offering for all Senior Leader Retreat attendees. Individuals who did not attend the Senior Leader Retreat are welcome to register for a fee or all others are welcome to participate by registering at the standard webinar rate. Standard member webinar rate is $99 per attendee.

This program has been submitted but not yet approved for Continuing Education for 1.0 total participation hours by NAB/NCERS.

Speaker Bios:
David Lawlor, CFO of Masonicare has enjoyed a 35-year career of leadership in healthcare management, finance and strategy. A CPA by background and former manager in KPMG’s Senior Care Services consulting division, Mr. Lawlor has served as the president of Long Hill for 25 years and was the CEO of UMH before the merger. Over his career, Mr. Lawlor has led a broad range of projects, which have all centered around improving the operational stability and enhancing the value of senior living assets. His clients include institutional private equity and bond investors, lenders, state and federal government agencies and nonprofit organizations. His projects have ranged in size from $1 million to $350 million in overall business value.

David Fields, Managing Director at Raymond James Financial.

Questions or Concerns? Contact LeadingAge Connecticut at (203) 678-4477 or [email protected].