Investment and M&A Opportunities in Healthcare

November 5, 2015

Hilton Indianapolis Hotel & Suites

Indianapolis, IN

Detailed Agenda:

We are currently confirming conference topics and speakers. A more detailed agenda and regular updates will be posted periodically. In the meantime, to apply to become a member of the speaking faculty or to suggest a conference topic, please click on JOIN OUR FACULTYand complete the application. For more information, please contact:

Don Buford, CEO, iiBIG LLC | Phone: 212-300-2521 | Email:

Thursday, November 5, 2015

8:00 - 8:55
Networking & Registration

9:00 - 9:05
Welcome to Indianapolis – Opening Remarks

Don Buford
Don Buford, Founder & CEO,
iiBIGNew York

9:10 - 10:10
The conference opens with this Keynote panel representing transaction services professionals, healthcare entrepreneurs, investors and payers on the business and investment opportunities and prospects for 2016 & beyond. Among the issues to be discussed:

  • The Affordable Care Act: How has implementation of the ACA affected deal-making in the healthcare sector (so far)?
  • How will the ACA fare during the last year of the Obama Administration and, depending on which party wins the White House in 2016, how will the administration of the ACA be likely to change in 2017 and beyond. How will these possible changes affect deal-making in this sector?
  • Will payer/payer and provider/provider consolidations drive healthcare costs up or down?
  • Who will lead deal-flow activity, payers or providers?
  • How will other strategic and financial buyers fare in 2016 and beyond?
  • Will the trend toward payer/provider convergence continue?


Stephen Moore
Stephen Moore, Partner,
PricewaterhouseCoopers (PwC) – New York, NY


Jay Brehm
Jay Brehm, SVP, Strategic Planning and Business Development,
Franciscan Alliance – Mishawaka, IN

Neil Pickett
Neil Pickett, Executive Director, Policy, Planning and Outreach,
Indiana University Health – Indianapolis, IN

Stephanie Tarry
Stephanie Tarry, SVP,
Nueterra – Leawood, KS

Financial Buyers’ Roundtable
Private Equity, VCs and others on the outlook for financial buyers in the healthcare space in the year ahead.


Stephen Moore
Kevin Miller, Partner,
McDermott Will & Emery LLP – Chicago, IL


John Carsello
John Carsello, Partner,
Hammond, Kennedy, Whitney & Company, Inc. – Indianapolis, IN

Jeffrey Gonyo
Jeffrey Gonyo, Managing Director,
Geneva Glen Capital – Chicago, IL

Jason Shafer
Jason Shafer, Partner,
HCP & Company – Chicago, IL

11:00 – 11:30
AM Refreshments & Networking Break

11:35 -12:15
Payer/Provider Convergence Roundtable
Hear from insurance payers, hospital providers and others on the status of the trend toward providers going into the payer business.

Brett M. Hickman
Brett Hickman, CEO,
ProVenture, Accountable Care Solutions, Aetna – Hartford, CT

Jay Brehm
Jay Brehm, SVP, Strategic Planning and Business Development,
Franciscan Alliance – Mishawaka, IN

Ryan Kitchell
Ryan Kitchell, Chief Financial Officer,
Indiana University Health – Indianapolis, IN

12:15 – 1:15

1:15 -2:00
Healthcare Entrepreneur Roundtable: Growing through Acquisitions and Strategic Partnerships
Healthcare owners/entrepreneurs representing a diverse sampling of middle-market healthcare service firms will share war stories from the front lines. How do middle-market entrepreneurs assess the landscape for growing business through acquisitions, and joint partnership strategies? What are these entrepreneurs looking for – and avoiding – in their search for the next opportunity to grow their healthcare businesses in 2016 and beyond?

Patrick Cross
Patrick S. Cross, Partner,
Faegre Baker Daniels LLP – Indianapolis, IN

Don Adam
Don Adam, Chief Corporate Development Officer,
Adeptus Health – Lewisville, TX

Stuart Bernsen
Stuart Bernsen, D.C., CEO,
Medulla – Chicago, IL

Danny Bundren
Danny Bundren, VP, Mergers & Acquisitions,
Surgery Partners – Nashville, TN

David Myers
David Myers, SVP,
Benchmark Physical Therapy Ooletewah, TN

2:05 – 2:50
Healthcare Transaction Services Roundtable
The Deal Cycle from Beginning to End: Valuations, Regulatory Compliance, Risk Management, Due Diligence and more…. What are the essential factors that need to be focused on before, during and after the deal?


Brian Thede
Brian Thede, President,
Health Risk Assessments, Inc. – Lynbrook, NY


Brian Axe
Brian Axe, Advisor Due Diligence,
Elanco Animal Health (an Eli Lilly Company) – Indianapolis, IN

Joshua Halpern
Joshua Halpern, Managing Director,
Aon Risk Services Northeast, Inc. – New York, NY

Neil Johnson
Neil Johnson, Managing Partner,
Lawrence, Evans & Co. LLC – Columbus, OH

Marjorie Green
Marjorie Green, President & Co-Founder,
Healthcare Excellence Institute – Phoenix, AZ

PM Refreshments & Networking Break

Network Development Roundtable: Hospital/Physician Practice Roll-ups
This panel will discuss the trend toward acquisitions or partnerships between hospitals and physician practices. What are the plusses and minuses of this trend? Will these transactions create opportunities for other players? This panel will feature insights from both sides – hospitals and physicians – as well as from others who have participated in these types of transactions.


J. Douglas Mears
J. Douglas Mears, Deals Practice, Healthcare,
PricewaterhouseCoopers (PwC) – Washington, DC


Michael D’Eramo
Michael D’Eramo, Associate Director,
Medic Management Group (MMG) – Columbus, OH

William A. Gillespie
William A. Gillespie, MD, President,
Gillespie Health Strategies LLC – New York, NY

Healthcare Lenders Roundtable
Hear from traditional and specialty lenders: What does the financing landscape look like for 2016 – especially in the middle- to lower-middle markets? How important is it to have a lender on the deal-team? What percentage of a deal are lenders requiring be seller-financed? These and other issues relating to lending in the healthcare space will be examined by lending leaders.

Matthew Evans
Matthew Evans, Managing Director, Healthcare,
Monroe Capital LLC – Chicago, IL

Paul G. Kreie
Paul G. Kreie, Senior Managing Director,
Midwest Mezzanine Funds – Chicago, IL

Conclusion of Conference Sessions
Thanks for “Thinking iiBIG!”

5:30 - 6:30
Evening Networking Reception

Event Details
What: Investment and M&A Opportunities in HEALTHCARE
Why: Where Healthcare Executives, Investors & Deal-Makers Meet
Where: Indianapolis, IN