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Meet the Sponsors
Page Content AGM Financial Services, Inc.
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AGM Financial Services, Inc. is a leading nationwide FHA Mortgagee and Multifamily Accelerated Processing (MAP) lender providing financing for the healthcare industry and the market rate and affordable housing industries. AGM arranges federally insured mortgages and credit enhancements for assisted living and skilled nursing facilities as well as apartment projects. These mortgages provide funding for acquisition, refinancing, construction, and/or rehabilitation.
AGM offers fixed-rate non-recourse loans for new construction or substantial rehabilitation pursuant to Section 221(d) of the National Housing Act and for acquisition or refinance of existing apartments pursuant to Section 223(f). We finance long-term care facilities under Section 232; supplemental renovation loans under Section 241; Section 202 refinances; and interest rate reductions under Section 223(a)(7).
AGM is a privately held lender, based in Baltimore, Maryland. Founded in 1990 under the leadership of Margaret Allen (CEO), AGM’s recent annual transaction volume is approximately $400 million, with an average deal size of $25 million. Since AGM’s inception we have closed more than $3.2 billion in FHA insured loans.
AGM’s professional staff has mastered the various disciplines of governmental real estate finance to provide our clients with the best possible service. AGM is an experienced processor with state and local housing agencies for second debt and Low Income Housing Tax Credits (LIHTC).
All aspects of financing are handled by AGM to insure that loan processing moves efficiently. We help you prepare your tax credit applications, process your loan with FHA and state finance agencies, while guiding it from application through commitment to funding and servicing. Our philosophy is that the process should be “transparent”; we provide you with a full understanding of how the process works, including anticipated sources and uses, not just a mortgage amount. We’ll come to your office and show you how it all fits together.
At AGM we never lose sight of the important aspect of our loan production; you the client. Our goal is to provide the best service in the industry. Each borrower is assigned an experienced loan team to facilitate the FHA process. Our success is rooted in yours. |
Margaret Allen
CEO |
Tamera Gundersen
SVP and Director of Healthcare
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American HealthTech
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American HealthTech is Your Ultimate Connectivity Partner, connecting caregivers, partners, and healthcare networks to drive higher outcomes in the new era of post-acute care. Coast to coast, over a quarter of the nation’s providers depend on AHT daily for innovations that free hands to care for others.
“We constantly get new innovations, helping our teams continuously improve care delivery.” -- Keith Mutschler, Treasurer, Nexion Health, Inc.
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Jennifer Clement
Sr. Director of Marketing |
Bryce Hopkins
Director of Field Sales
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CWCapital LLC
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CWCapital has been a leader in FHA Financing since 1973. Offering new construction and refinance loans for multifamily, skilled nursing and assisted living facilities, we manage the entire finance process from application to underwriting, closing and servicing.
We also offer the advantages of expedited loan closings through FHA’s LEAN processing. Our principals worked closely with the FHA to streamline the loan closing process and develop LEAN Processing Procedures, and in 2008, closed the first loan in the country under the LEAN program. Subsequently, we closed the country’s first LEAN new construction loan, the first 223(a)(7) LEAN loan, and the first LEAN operating loss loan. We believe our reputation and leadership in FHA financing is unparalleled.
Our comprehensive approach to managing the finance process, coupled with veteran FHA professionals and a broad network of regional offices and loan underwriters, allows us to understand and respond to the intricacies of your local market. Because we know your market and manage the loan process from application to underwriting, closing and servicing, we have the unique ability to create custom lending solutions, providing you with the financing program you need, in the time frame you need it.
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Andrea McClure
Sr. Vice President |
Christopher Rumul
Vice President - Loan Officer
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Direct Supply
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The Direct Supply® family of companies cares for every critical area of Senior Living, providing everything from equipment and Direct S
upply now boasts six strategic business units, led by its flagship division, Direct Supply Equipment & Furnishings®. With over one million product solutions for any corner of a community and streamlined capital project management, Equipment & Furnishings brings tremendous value to every step of equipment procurement.
An innovative eProcurement system, Direct Supply® DSSI™ links over 10,000 communities to their unique supply chain, delivering savings and improved compliance at virtually every stage of the procurement process. DSSI’s members, known as the Forum, represent one of the largest and most collaborative networks in Senior Living today.
Direct Supply® TELS® is a web-based facility management system used by over 5,000 Senior Living buildings and counting. Through automated work schedules and customized reports, TELS offers unparalleled insight into trends and performance that helps reduce downtime while increasing warranty fulfillment and compliance.
An award-winning design and renovation firm, Direct Supply® Aptura® offers a full range of transformative services including interior design, foodservice design and FF&E procurement. Focusing solely on Senior Living, Aptura’s unique turnkey project process – involving its proprietary POP Model and VSAE Change Process – brings its clients’ visions to life and delivers the absolute best project ROI.
Direct Supply® Services & Solutions™ is the industry’s best partner for business solutions and equipment-based services including resident monitoring and full-service flooring. From leveraging existing infrastructure to providing adaptable technology, Services & Solutions’ goal is to improve communities and maximize returns on investment.
The newest division and only one of its kind in Senior Living, Direct Supply® Local Services™ acts as a single source for all facility maintenance needs. From HVAC and refrigeration repair to landscaping, plumbing and more, Local Services connects Senior Living communities with professional, pre-qualified service providers in their respective areas.
Bob Hillis and Direct Supply’s executive team also lead and support the most important efforts shaping national policy for Senior Living. Along with millions of dollars invested annually, their work helps ensure Senior Living has the resources it needs to continue caring for our seniors – now and in the future.
eCommerce to design, industry advocacy and more. For over 25 years, founder and CEO Bob Hillis has operated his Milwaukee-based, employee-owned company under the core values of quality, excellence and integrity. Their mission is to enhance the lives of the millions of residents in Senior Living.
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Brad Klitsch
Sr. VP of Market Development |
Christiaan Baker
Director of Capital Sales
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Jason Schrader
Regional Project Consultant |
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Evans Senior Investments
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Evans Senior Investments is a unique senior housing investment company specializing in selling assisted living facilities and skilled nursing homes across the country. We work closely with owners and operators of senior housing and long term care communities when buying and selling communities.
Our advisory services are tailored to each individual investment need and are executed to ensure short-term and long-term value to individual owners and shareholders.
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Jason Stroiman
President |
Jeremy Stroiman
Managing Partner
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First Quality Products
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First Quality® Products, Inc. has become a disposable Incontinence Product Manufacturer that Health Care Providers trust. Under the brand name Prevail®, First Quality® Products is the market leader of Adult Incontinence Products in U.S. Long Term Care market and a significant supplier for the Home Care market.
In conjunction with a network of distributors, First Quality® creates value beyond providing products, helping customers manage their incontinence product utilization. Since 1995, with the inception of TOTAL CARE COMPLETE®, the industry's leading cost efficiency program, First Quality® has successfully worked with facilities to meet both their clinical and financial objectives as they relate to incontinence products. As a result, First Quality® and the Prevail® brand have been chosen the product of choice for the majority of the top Long Term Care groups in the United States.
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Gulf South Medical Supply
HealthCap
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HealthCap® is the leading liability insurance company exclusively serving the post-acute and long term care industry, and the only liability insurance carrier endorsed by the American Health Care Association, the National Center for Assisted Living, and over twenty other post-acute and long term care provider associations.HealthCap is owned and governed by our members, the facilities that we insure. With over 1,500 member facilities, HealthCap provides A-rated financial strength that meets HUD financing requirements.
Our success is built upon three pillars: member-ownership, risk management, and claims expertise. We are experts at managing claims, mobilizing immediately when a difficult situation occurs at a member facility. We don’t wait until a claim is filed. We manage the incident, not only the claim.
HealthCap provides more than an insurance policy. We also deliver extensive risk management and accredited educational services to every client. We deliver most services on-site at our members’ facilities, including survey-prep and personal risk consultations, accredited in-services for staff, and risk benchmarking through our Facility Scoring System™. Members also attend our full-day educational seminars, or utilize our online accredited education resources.
For more information, please visit our website www.HealthCapUSA.com or contact Jeff Mason, Jeff.Mason@HealthCapUSA.com
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Angie Szumlinksi
Director of Risk Management |
Jeff Mason
Director of Sales and Marketing
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LTC Properties, Inc.
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LTC Properties, Inc., is a self-administered real estate investment trust that invests primarily in the long-term care sector of the healthcare industry through the origination of first mortgage loans and acquisition of properties that are leased to numerous long-term care providers. LTC Properties operates in accordance with federal tax laws and regulation governing real estate investment trusts, which enables the company's income to be distributed to its stockholders without federal tax liability to the Company.
LTC Properties' common stock is traded under the symbol "LTC" on the New York Stock Exchange.
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Andy Stokes
Sr. VP Marketing |
Clint Malin
Sr. VP & CIO
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NCB Capital Impact (The Green House Project)
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As a national nonprofit organization and a certified Community Development Finance Institution, NCB Capital Impact improves access to high-quality health and elder care, healthy foods, housing, and education in low-income communities. Our impact is built on a diverse and extensive network of alliances, our depth of experience, and a cooperative approach. We partner with public and private organizations that are like-minded in mission, and dedicated to long-term success. The Green House Project is a radically new, national model for skilled nursing care that returns control, dignity and a sense of well-being to elders, their families and direct care staff. In the Green House model, residents receive care in small, self-contained homes organized to deliver individualized care, meaningful relationships, and better direct care jobs through self-managed team of direct care staff working in cross-trained roles. Green House homes meet all state and federal regulatory and reimbursement criteria for skilled nursing facilities. Recent research shows that Green House homes significantly improve quality of life and care, create better direct care jobs, cost the same or less to operate than traditional nursing homes, and save the healthcare system costs associated with avoidable hospitalizations and pressure ulcers. |
Susan Frazier
Chief Operating Officer |
Rachel Scher
Marketing Specialist
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PointRight, Inc.
Red Capital Group, LLC
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Operating nationwide since its inception in 1990, RED CAPITAL GROUP, LLC is recognized for its industry expertise, innovative and comprehensive structures, and consistently high lender rankings. Red Mortgage Capital, LLC is one of the nation’s top three FHA lenders for overall Multifamily/LEAN experience, having closed more than 100 transactions totaling nearly $1.2 billion during HUD FY2011, and also is an active Fannie Mae DUS® lender for both multifamily and seniors and an approved Freddie Mac Seller/Servicer for Seniors on a national platform. RED CAPITAL GROUP, through three operating companies, provides integrated debt and equity capital to the multifamily, student and seniors housing, and health care industries. Red Mortgage Capital, LLC is: a leading Fannie Mae DUS® lender for both Multifamily and Seniors Housing; one of the nation's most active FHA Multifamily/Seniors lenders (MAP- and LEAN-Approved); a national Freddie Mac Seniors Housing Seller/Servicer; an active financier of Critical Access, community and rural hospitals; and services nearly $15 billion of income property mortgage loans. Red Capital Markets, LLC (MEMBER FINRA/ SIPC) is: a leader in the trading and distribution of Fannie Mae and Ginnie Mae Project MBS; an active underwriter of developer-driven multifamily housing bonds; and also is remarketing agent for $1.4 billion in variable rate demand tax-exempt and taxable housing and health care bonds. Red Capital Partners, LLC delivers proprietary debt and equity to the multifamily and health care industries and provides asset management services for RED’s proprietary debt and equity investments.
RED CAPITAL GROUP is headquartered in Columbus, Ohio, employs approximately 200 people and maintains nine offices nationwide. Since 1990, the bankers ofRED CAPITAL GROUP have provided over $52 billion in taxable and tax-exempt first mortgage debt, mezzanine level capital and equity to multifamily, seniors housing, health care, and other real estate properties nationwide. RED CAPITAL GROUP is a subsidiary of ORIX USA Corporation.
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Scott L. Moore
Managing Director |
Michael Byrnes
Managing Director
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Rockport Mortgage Corporation
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Rockport Mortgage Corporation (“RMC”) is an approved FHA Mortgagee and actively originates and underwrites FHA insured mortgage loans on multifamily housing, seniors housing, assisted living and skilled care properties nationwide. Rockport Mortgage Corporation is a Multifamily Accelerated Processing "MAP" approved, and “LEAN” approved Lender.
We offer a team of mortgage banking professionals with more than 130 years of combined mortgage lending expertise. Our team includes long-time industry experts, CPAs, attorneys, former HUD staff, and most recently, former LEAN staff. Our team is structured to put the full measure of its experience into practice on every project, big or small, regardless of its size and scope.
RMC is working with our clients on a variety of refinancing, acquisition, substantial rehabilitation and new construction loans. To further enhance the value RMC creates for its clients through financing services, we work with our clients to thoroughly review available financing options and implement the financing option which meets both their short and long term strategic and business needs. RMC provides services that have proven to provide significant financial and strategic benefits to healthcare facility owners.
With a diversity of expertise and commitment to personal service rarely found in mortgage banking today, RMC has created a professional style that is uniquely its own. RMC will attempt to find creative ways to structure financing for your healthcare facility.
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Chip Smith
Chief Operating Officer |
Skip Sullivan
Vice President
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Ed Johnson
Vice President |
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Silverchair Learning Systems
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560,00
0 users in 9,600 buildings use Silverchair to improve training, and we have a proven track record of success.
Our educational courses are designed to be easy-to-use for everyone, from people who are not comfortable with computers to busy managers who have little time to schedule multiple in-services and maintain education records. Courses are updated on a regular basis; should regulations change, courses are updated to reflect those changes as well. Our full-time Director of Regulatory Compliance monitors all regulations activity to make sure courses are accurate and timely.
Our Learning Management System offers complete course delivery, reporting, and tracking. Managers can easily assign courses by department, individual, building, and several other categories. The reporting function pulls real-time training compliance reports with the click of a mouse. Clients can also customize Silverchair courses, or create their own, using the Authoring Tool, and the Survey Tool allows users to gather instant feedback on training, policies or proce
dures.
Its easy to launch Silverchair in your organization, with a dedicated Service Delivery team that is with you from start to finish. Clients drastically (and measurably) improve their educational effectiveness; increase training compliance; improve consistency; reduce record keeping headaches; and most importantly save time and money. Our clients have found that better training leads to better care.
See how Silverchair can help maximize your training effectiveness. Try a free course at www.silverchairlearning.com.
Silverchair provides a complete employee training and management program that delivers, tracks, and reports on educational programs to your entire organization.
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Larry Howdeshell, Jr.
Administrator |
Michael Bishop
Director of Inside Sales
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Bill Glass
Sr. Vice President of Market Development
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VCPI
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VCPI is the leading technology solutions provider to the post-acute market. Our certified and credentialed technologists focus on and take care of your IT so you don’t have to. We provide a comprehensive outsourced IT solution at a lower cost than in-house IT functions. We host all of your software applications, including any financial and clinical applications, deploy messaging (email) software, manage volume-discount hardware procurement, provide custom training, and support your employees with any technology issue they have with a 24x7x365 Service Desk. Let VCPI help you deliver superb care management by taking IT burdens off your plate. |
Renee Flis
National Sales Manager, Independent Owner |
Dave Midlikowski
Director of Client Services
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Steve Butt
Regional Sales Manager - Northeast
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Tim Tarpey
National Sales Manager - Southeast |
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Walker & Dunlop
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Walker & Dunlop specializes in meeting the financing needs of owners and operators of commercial real estate properties across the United States. Our clients receive proven expertise and efficient execution of financing structures that meet their needs. Walker & Dunlop excels at understanding our client's desires and then creatively structuring a financing that gets their deal done. Walker & Dunlop conducts approximately equal portions of its business through direct lending and correspondent relationships across the country. Although mostly known for our first trust mortgage lending, Walker & Dunlop also offers the capability to make bridge loans on its own balance sheet. |
Russell Dey
Loan Officer
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Ziegler
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Ziegler’s Corporate Finance Group has extensive M&A experience focused on senior living, long-term care, and other healthcare businesses. Our track record clearly shows our ability to maximize results for our clients—be it through a sale, merger, recapitalization of equity (keeping current management in place), or other transaction. Our industry experience, transaction track record, and understanding of industry fundamentals and financing vehicles allows us to better assess alternatives and pursue the approach that is likely to yield the best results.
Ziegler Financing Corporation (ZFC) specializes in government-insured, higher leveraged, low-cost fixed rate debt nationwide to for-profit, non-profit and community-based organizations. In 2011, ZFC refinanced single site skilled nursing and assisted living facilities with the HUD 232 program representing par value of approximately $100 million. ZFC offers mortgage loans insured by the Federal Housing Administration for the acquisition, refinancing, and rehabilitation of nursing homes, assisted living facilities, hospitals and apartments.
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Zimmet Healthcare Services Group, LLC
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Zimmet Healthcare Services Group, LLC (“ZHSG”) is a reimbursement compliance support firm servicing the skilled nursing facility industry.
ZHSG is unique in the diversity and experience of our nearly 40 person consulting team. Our consultants include former Fiscal Intermediary and CMS managers and auditors, DONs, MDS trainers and licensed therapists. In addition, we recently welcomed Sheila Lambowitz, the prior Director, Division of Institutional Post Acute Care at CMS to our firm.
We conduct over 500 Reimbursement Compliance Audits each year, specializing in acuity-based/MDS Medicare and Medicaid payment systems. We have created the most efficient and “usable” compliance audit tool in the industry. Our unique, proprietary “Risk Assessment Scale” quantifies the highly qualitative measures of reimbursement compliance. This allows facility managers to clearly understand and measure detailed problem areas by comparing their compliance scores to the peer group of providers, and by tracking changes during subsequent audits. ZHSG’s Reimbursement Compliance Audit is the perfect solution to Medicare’s compliance requirements.
We also provide comprehensive billing and cost reporting services.
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Marc Zimmet
Partner
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Sheryl Rosenfield
Partner |
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