CHICAGO, Oct. 8 /PRNewswire-FirstCall/ -- Ziegler Capital Markets (a business unit of The Ziegler Companies) kicked off its 10th annual Ziegler Senior Living Finance + Strategy Conference at the Hyatt Hill Country Resort in San Antonio, Texas, on Wednesday, September 19, 2007.
The three-day, by-invitation-only, educational conference, which had over 500 attendees, presented cutting-edge finance and strategic positioning tends and issues in senior living and the senior living capital markets. John Mulherin, CEO of The Ziegler Companies, welcomed the senior living providers, institutional investors, and other industry professionals and introduced the conference facilitator, Dan Hermann, Managing Director & Head of Ziegler's Senior Living Finance team.
The Ziegler executive team conducted pre-conference workshops allowing attendees to enhance their knowledge of the senior living sector. Such workshops included "Senior Living Finance 101," "Financial Risk Management 101," a technology roundtable and a senior-living-focused board development workshop. The Ziegler CFO Workshop Series(SM) provided CFO's their own roundtable and networking session. All workshops were well attended and provided a general overview of the vast capabilities Ziegler has to offer.
The opening general session led by Dan Hermann laid the foundation for the conference curriculum. The session was a tightly narrated review of the current trends unfolding across the senior living continuum and capital markets investors' and lenders' landscapes. Mr. Herman reviewed each trend using statistics, historical context and provider examples. Each educational session of the conference was introduced, tying each to the trends and setting the context for the conference curriculum that would follow.
An array of breakout sessions was offered to attendees. Some of the topics included repositioning and how to manage the process, a marketing session focusing on innovative approaches for invigorating occupancy and a discussion in trends focusing on new campus development. An institutional investor and architects' panel was also featured. Educational sessions were offered in areas such as retirement planning, mergers & acquisitions and FHA financing. All sessions were lead by industry leaders, key staff from senior living providers and Ziegler investment bankers.
The conference concluded with a panel discussing senior living today, tomorrow and scenarios of the future. For further information on Ziegler or the conference, please visit our website at http://www.zieglerseniorlivingfinance.com/ or email Pat Brophy at
About Ziegler:
The Ziegler Companies, Inc. (Pink Sheets: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) and wealth management, including asset management and investment services.
Nationally, Ziegler's Capital Markets is ranked as one of the leading investment banking firms for not-for-profit healthcare and senior living providers, as well as religious institutions and schools.
Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, businesses owners and institutions. It operates a network of financial advisors throughout Wisconsin and the nation.
Ziegler's alternative investing activities include raising and deploying capital through private investment funds with investment objectives related to the real estate, services and technology sectors of the healthcare and senior living industries.
Ziegler Capital Management sponsors the North Track family of mutual funds and provides separate account management for individuals, corporations, foundations and endowments. Total assets under management are approximately $3.2 billion.
Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.
