Investment and M&A Opportunities in Healthcare

November 5, 2015

Hilton Indianapolis Hotel & Suites

Indianapolis, IN

Speaking Faculty:

We are currently confirming conference topics and speakers. 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:

Don AdamDon Adam, Chief Corporate Development Officer, Adeptus Health
Don Adam was named Chief Corporate Development Officer for Adeptus Health in November 2013. Adeptus Health (NYSE:ADPT) is a new holding company focused on premier healthcare organizations. In his role, Don is responsible for the development of hospital partnerships as well as mergers/acquisitions. Adeptus Health has an innovative model to provide health systems with patient-centric ambulatory care solutions. Adeptus uses their capital to design and build ambulatory care facilities in retail oriented neighborhood locations, which are branded with the partner health system name. Leading systems are choosing to partner with Adeptus due to their exemplary Press Gainey patient satisfaction scores (>98% for the past two years), access to capital (Adeptus Health is a New York Stock Exchange traded company NYSE:ADPT), retail real estate expertise (75+ locations in multiple states), speed to market (locations come on-line within 8-12 months), and the opportunity to increase patient access and market share with minimal to no liquid capital investment from the partner. Recent Adeptus partnerships include Dignity Health, University of Colorado Health, and Ochsner Health System. Prior to joining Adeptus Health, from 2011-2013 Don was the Chief Development Officer for LHC Group (NASDAQ:LHCG), a leading national provider of post-acute healthcare, including home health, hospice, LTACH, and community based healthcare services. From 1999-2011, Mr. Adam led the corporate development efforts for RehabCare, Inc. (NYSE:RHB), a $1.4 Billion post-acute healthcare company. RehabCare owned and operated acute rehabilitation & LTAC hospitals, and provided inpatient and outpatient rehabilitation management services to hospitals and skilled nursing facilities. RehabCare was acquired by Kindred Healthcare (NYSE:KND) in 2011. Mr. Adam holds a BS in finance from Penn State, and an MBA from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. He enjoyed 10 successful years in corporate banking before making the transition to health care.

Brian AxeBrian Axe, Advisor Due Diligence, Elanco Animal Health (an Eli Lilly Company)
Brian Axe is the Due Diligence Advisor for Elanco Business Development. Brian leads the scientific and technical due diligence evaluations associated with in-licensing, out-licensing, merger & acquisitions as well as alternative deal structures in Animal Health. Brian is also engaged in the due diligence evaluation and oversight associated with Elanco’s internal pipeline. Brian has a B.S. in Biochemistry from Bowling Green State University and began his career in the Medical Device industry in 1998 and subsequently joined Eli Lilly and Co. in 2002. Brian initially supported Lilly’s CM&C Phase 1/2 clinical development programs as an Analytical Chemist as well as leading the outsourcing strategy and implementation within Lilly’s Analytical Sciences Research & Development Organization. In late 2009, Brian joined Lilly’s Global External R&D – Due Diligence group gaining extensive experience leading a variety of due diligence projects across all phases of development and therapeutic areas, in all geographies. Brian has focused extensively in the emerging markets, with diverse deal structures, and has lead partnering and portfolio oversight associated with Lilly’s out-licensing efforts, academic hubs and VC funding collaborations. Through Brian’s out-license experience; Brian also has a proficiency in the preparation and oversight of external virtual datarooms.

Stuart BernsenStuart Bernsen, D.C., CEO, Medulla
Dr. Stuart Bernsen, CEO of Medulla LLC, has led the explosive growth of one of the fastest emerging chiropractic organizations in the world. In June of 2013, Dr. Bernsen was named Ernst & Young Midwest Entrepreneur Of The Year® in Healthcare. In addition to being named the 2007 Chiropractor of the Year, 2011 Chicago Area Entrepreneurship Hall of Fame member and a 2011 and 2012 Ernst & Young Entrepreneur Of The Year® finalist, Dr. Bernsen is a published author, an extension faculty member of three graduate schools and a sought-after national speaker. He is considered one of the nation’s preeminent visionaries in the field of health and wellness. Dr. Bernsen is a proud alumnus of Palmer College of Chiropractic, where he received his bachelor's in biology, as well as his doctorate of chiropractic.

Jay BrehmJay Brehm, SVP, Strategic Planning and Business Development, Franciscan Alliance
Jay Brehm was appointed senior vice president of Strategic Planning and Business Development for Franciscan Alliance in February 2013. In his current role, Brehm focuses on strategy, business and market development and managed care initiatives for all 13 hospitals owned and operated by Franciscan Alliance. Brehm has been with the organization for 28 years and previously held the positions of Executive Vice president and Chief Financial Officer for Franciscan St. Francis Health (Central Region for Franciscan Alliance), which operates hospitals in Indianapolis, Mooresville and Carmel. An Indianapolis resident, Brehm received his undergraduate degree in accounting from Ball State University, where he later earned a master's in business administration. A Fellow of the Healthcare Financial Management Association, Brehm has served on various healthcare service companies' boards, including as chairman of Sagamore Health Network and Advantage HMO. He also has served on the finance committee for the Archdiocese of Indianapolis and has been active in Catholic Youth Organization sports programs.

Danny BundrenDanny Bundren, VP, Mergers & Acquisitions, Surgery Partners
Mr. Bundren brings more than 25 years of financial management experience to Surgery Partners and has an extensive background in health system joint ventures, structuring partnerships, and physician relationships, as well as surgery center operations. Previously he served as a Chief Financial Officer in telecommunications, adult day care services, and physician practice management companies as well as a senior management position with a national accounting firm. Mr. Bundren received his bachelor’s degree in accounting, master’s degree in business administration and Doctorate of Jurisprudence all from the University of Tennessee. He is a member of the American Institute of Certified Public Accountants and the American Bar Association. He is also a frequent lecturer at national and state ambulatory surgery center meetings.

John CarselloJohn Carsello, Partner, Hammond, Kennedy, Whitney & Company, Inc.
John Carsello joined HKW in 2007 and is currently a Partner at HKW. John works as part of the transaction team and is responsible for evaluating investment opportunities, managing the due diligence process, and closing on new investments.  John also serves as a Board member of several HKW portfolio companies.  Prior to HKW, John worked at Norwest Equity Partners (NEP), a middle-market private equity firm based in Minneapolis. Preceding NEP, John worked in investment banking in the Global Industrial and Services Group at Credit Suisse in Chicago. John received his BS degree from Indiana University Kelley School of Business; and MBA, from Northwestern University Kellogg School of Management.

Patrick S. CrossPatrick S. Cross, Partner, Faegre Baker Daniels LLP
Pat Cross leads Faegre Baker Daniels' national health and life sciences industry team, which includes professionals from practice groups across the firm who are focused on providing services to the firm's significant list of health and life sciences clients. He's also a member of the firm's corporate group and insurance and financial services group. Pat is an experienced corporate lawyer who helps health care and life sciences companies develop strategies and structure deals to achieve their business objectives, including through mergers, acquisitions, joint ventures and strategic affiliations. He works closely with executives and in-house counsel to develop strategies to address the impact, challenges and opportunities presented by the Affordable Care Act, also known as Obamacare. He combines his experience in structuring and negotiating complex corporate transactions with his deep knowledge of antitrust laws and the complicated regulatory environment in which health care and life sciences companies operate. His clients include emerging and established and for-profit and nonprofit companies. Pat’s practice includes working with Hospitals and Health Systems; Physicians & Physician Groups; Health Plans & Employers; Healthcare Entrepreneurs; and, Life Sciences organizations.

Michael D’EramoMichael D’Eramo, Associate Director, Medic Management Group (MMG)
Michael D’Eramo a Managing Director leads the company’s Physician Enterprise Solutions (PES) division. This involves coordinating a team of physician management experts in a broad assessment of health systems with a robust understanding of their physician business condition and solutions to improve performance. Mike also leads provider initiatives to assist in the creation of accountable care programs to assist organizations with modern payment methods. Mr. D’Eramo has been active in health care and physician practice management for more than 30 years. His background has included executive leadership positions in large hospital systems, health and medical liability risks, medical group and Management Service Organization (“MSO”) operations, Physician Insurance Co-operatives and medical liability captive formation. Prior to joining Navigant, Mike led The Advisory Board Company’s physician enterprise assessment efforts. During his tenure, Mike provided physician group assessments, to Lancaster General Health, WellStar, and North Kanas City Hospital among many others; Mike developed specialty expertise in Orthopedic Surgery, General/Acute Surgery, and Women’s Health as part of his broader management and assessment skill set. Mike served as Chief Executive Officer for The Rubicon Group, where he founded and managed a consulting company whose central focus was to organize physician based cooperatives around GPOs, health insurance, risk-purchasing groups for medical liability and professional employment organizations (PEO). As part of his many engagements, Mike served as the Thought Leader and Board Member for The Physicians Assurance Corporation (TPAC), a physician-owned mutual health insurance company.

Matthew EvansMatthew Evans, Managing Director, Healthcare, Monroe Capital LLC
Mr. Evans is a Managing Director. He is responsible for deal originations within Monroe’s Healthcare Finance vertical. Mr. Evans has over 10 years of experience in healthcare finance. Prior to Monroe, Mr. Evans was at Principal at Beverly Capital, a healthcare focused private equity firm. He was formerly a Vice President in the Healthcare Leveraged Finance group at Madison Capital where he originated, structured and underwrote debt financing for private equity sponsored transactions. Prior to Madison Capital, Mr. Evans worked in Merrill Lynch Capital Healthcare Finance's leveraged lending group. Mr. Evans holds a BA in Economics from the University of Michigan and earned an MBA from the Kellogg School of Management at Northwestern University.

William A. GillespieWilliam A. Gillespie, MD, President, Gillespie Health Strategies LLC
Dr. Gillespie has 30 years of experience in clinical practice, healthcare systems, healthcare operations, and integration in multiple healthcare settings, with solid P&L responsibility and turnaround expertise. He has proven success in leading strategy and vision, and in managing complex assignments with critical multi-constituent impact. Known for his ability to build teams, lead change, and deliver results. Currently, he is President of Gillespie Health Strategies LLC a newly established entity offering consultative services in health plan, health system, hospital, and physician practice collaboration and integration. From 2012 to 2014 he was President and CEO of AdvantageCare Physicians LLC where he successfully integrated four independent physician groups into a thriving 500 physician practice across a wide geographic and culturally diverse New York City metropolitan area. Integral to the new practice was a strategic plan focused on enhancing the patient experience, selection and installation of an integrated technology platform, and the building of confidence and commitment among the physicians while delivering superior quality, superior total cost of care, and enhancing the patient experience. The practice consisted of 30 specialties serving 450,000 patients in 36 medical offices located in Brooklyn, Manhattan, Queens, Staten Island, as well as Nassau and Suffolk Counties on Long Island. Prior to that, he served as SVP and Chief Medical Officer (CMO) at Emblem Health; Executive VP and CMO at UnitedHealth Group; CEO and SVP of Specialized Care Services of OptumHealth. In the 1980s and 90s he held leadership positions at Kaiser Permanente including as EVP and COO of regions outside of California and as a member of the Executive Management Committee and Chairman and/or member of subsidiary Kaiser Boards of Directors; Dr. Gillespie also served as President, Kaiser Health Plan and CEO, Permanente Medical Group, S.W. Division. Dr. Gillespie is a graduate of the Advanced Management Program at Harvard Business School and the Kaiser Permanente Executive Program at the Stanford Business School. He received his BA from Wesleyan University, his MD from the University of Virginia School of Medicine and served his pediatric residency at the University of Virginia Hospital in Charlottesville, VA.

Jeffrey GonyoJeffrey Gonyo, Managing Director, Geneva Glen Capital
Jeff has more than 25 years of successful private equity investment experience. Prior to establishing Geneva Glen Capital in 2008, Jeff was a Managing Director with Wind Point Partners, Vice President of Heller Investments and an investment professional with GTCR. Prior to joining GTCR, Jeff was a Senior Strategy Consultant with Ernst & Young and an accountant with PriceWaterhouse. Throughout his private equity career, Jeff has been an active board member of more than a dozen companies and led control investments which have completed over 130 add-on acquisitions. He has invested in and managed portfolio companies across numerous industry investment cycles in traditional buyouts, recapitalizations, take-privates, industry consolidations and turn-around investments. His prior investments have spanned companies that operate in a myriad of industries, including business services, consumer products, healthcare, industrial manufacturing and publishing.  Jeff has a BS with honors in Accounting from Indiana University and an MBA from the Kellogg School of Management at Northwestern University.  Jeff is a Certified Public Accountant, a member of the Association for Corporate Growth and serves on the Board of Directors of Flow Polymers and PLAYTIME.

Marjorie GreenMarjorie Green, President & Co-Founder, Healthcare Excellence Institute
Marjorie Green is the President and co-founder of HEI.   Over the past 17 years, Marjorie has led large scale healthcare transformation projects in Lean process redesign, system wide revenue cycle improvement, clinical transformations at MaineHealth, Regional One Health, Cayuga Medical Center, Provena Health, Houston Healthcare, and CHRISTUS Health, winner of 2 HFMA MAP Awards. Marjorie holds a degree in Metallurgical Engineering from the University of Missouri-Rolla, a Master’s of Science in Mechanical Engineering from Texas A&M University. She is a Master Black Belt Trainer in Six Sigma techniques, and a Master in Lean Manufacturing.

Joshua HalpernJoshua Halpern, Managing Director, Aon Risk Services Northeast, Inc.
Prior to joining Aon’s Transaction Solutions team in January 2014, Josh most recently was a senior associate at Willkie Farr & Gallagher LLP, where he  specialized in public and private mergers and acquisitions, private equity investments, securities offerings and other corporate transactions, as well as securities disclosure and corporate governance matters.  Prior to that, Josh was an associate at the international law firms Dewey & LeBoeuf LLP and LeBoeuf Lamb Greene & MacRae LLP, where he focused principally on  corporate insurance and reinsurance transactions. Josh has advised U.S. and global clients spanning a wide range of industries, including insurance, reinsurance, private equity, technology, pharmaceuticals, manufacturing, media and technology.

Russel J. HerakovichRussel J. Herakovich, Head of Healthcare Finance, Citizens Bank
Russ Herakovich leads the Healthcare Finance team for Citizens Bank. He is responsible for the nationwide calling effort on companies in all sectors of the healthcare industry and healthcare private equity investors. He manages the Healthcare Finance team of senior client coverage officers who originate debt financings and cross sell the complete suite of Citizens products and services. Russ has over 20 years of experience structuring and syndicating leveraged cash flow and asset based senior credit facilities and over 17 years of experience covering the healthcare industry. Russ joined GE Capital, Healthcare Financial Services in 2002 and was responsible for a 6 person team which originated debt transactions in the southeast and central regions. From 1998 to 2002, he was a Director with SunTrust Robinson Humphrey’s Loan Syndications Structuring team and covered a wide variety of industries. From 1994 to 1998 Russ was with First Union Capital Markets’ (now Wachovia Securities/Wells Fargo). He began his professional career as a healthcare consultant with Andersen Consulting (now Accenture).

Russ holds a Bachelor’s degree in Finance from Virginia Tech and an MBA from UVA. He serves on Virginia Tech’s Pamplin College of Business Advisory Council. Russ resides in Atlanta with his wife and 3 sons. Citizens' product offering includes term loans, revolving credit facilities, syndicated financings, 2nd lien placements, subordinated debt placements, institutional private placements, interest rate management, convertible and equity capital markets, treasury services, trade finance, deposits, and cash management.

Brett M. HickmanBrett Hickman, CEO, ProVenture, Accountable Care Solutions, Aetna
Brett Hickman is Chief Executive Officer of ProVenture, Accountable Care Solutions (ACS) from Aetna, directly responsible for developing new joint venture opportunities with key strategic providers. Prior to joining Aetna, Brett was a Partner at PricewaterhouseCoopers (PwC). He has 19-plus years of experience in the healthcare industry includes working with hospitals, academic medical centers and physicians. Brett has extensive experience in clinical service line planning including certificate of need design and business case development for emergency departments; strategy, implementation and operations of outpatient facilities aligning incentives between hospitals and physicians. He has been involved in the design, development and implementation of inpatient and outpatient centers of excellence, surgery centers, diagnostic facilities and specialty hospitals. Brett also has deep experience around capital and financial planning for hospitals and health systems.

Neil JohnsonNeil Johnson, Managing Partner, Lawrence, Evans & Co. LLC
Neil Johnson has more than 15 years of healthcare investment banking and private equity experience and has completed many corporate finance transactions involving merger and acquisitions, equity and corporate debt financings as well as distressed asset acquisitions and divestitures. As Managing Partner of Lawrence, Evans & Co., LLC, Mr Johnson’s responsibilities primarily include deal sourcing and evaluation, transaction structuring, the securing of financing including debt and equity, and fundraising. Many of the completed transactions have been with acute care hospitals, senior housing facilities, revenue cycle management, health IT, and other services related companies. Prior to forming Lawrence, Evans & Co., LLC, Mr. Johnson worked at one of the largest asset based healthcare lenders in the country and spent time with a national healthcare investment bank as an underwriter of senior housing and hospital bonds. Mr Johnson’s relevant experiences include time as a healthcare bond trader managing over $100 million in assets at a regional based investment advisor. Neil spent time in Germany with an internet start-up and was involved with a successful sale of an internet consumer marketing company. Additionally, he spent time early on in his career with the bank First Chicago NBD now JPMorganChase. Neil is a board member and executive of several other companies including 1212 Capital LLC, NS Fund I LLC. He is a member of the Association of Corporate Growth and a participant in the Industry Outreach Project for the Entrepreneurship through Education course at the Harvard Business School.  He has a Bachelor of Arts degree in Economics and Management from Albion College. Mr. Johnson received his Masters of Business Administration degree from The Ohio State University Max M. Fisher College of Business.

Ryan KitchellRyan Kitchell, Chief Financial Officer, Indiana University Health
Indiana University Health named Ryan Kitchell as chief financial officer in 2012. Kitchell first joined IU Health in September 2010 as treasurer. Before that, he worked more than five years for Indiana Governor Mitch Daniels, first as public finance director and then as director of the Office of Management and Budget. Before assuming his responsibilities with the State of Indiana, Kitchell served in various financial roles at Eli Lilly & Company, the Indiana Fiscal Policy Institute and Prudential Capital Group. Kitchell holds an economics degree from Indiana University and an MBA degree from the Tuck School of Business at Dartmouth. He also holds the Chartered Financial Analyst (CFA) designation. Kitchell is a member of the board of the Indiana Sports Corporation, the Mitch Daniels Leadership Foundation, the Indiana Motorsports Commission, the Boy Scouts Crossroads of America Council, the Indiana Regional Cities Initiative, and NICO Corporation. 

Paul G. KreiePaul G. Kreie, Senior Managing Director, Midwest Mezzanine Funds
Paul has over 20 years of lower middle market experience and been with Midwest Mezzanine since 1999.  Prior to joining Midwest, Paul worked in the Corporate Finance Group of Heller Financial, Inc. focusing on providing senior credit facilities to private equity sponsored companies.  Paul's experience with Heller also included monitoring the group's portfolio of private equity partnership investments.  Prior to Heller, Paul administered a portfolio of commercial loan accounts for the Long-Term Credit Bank of Japan. Paul serves or has served as Director or Board Observer of DeZurik, Pamco Label, Gemeinhardt, Sentient Medical Systems, Zoom Eyeworks and The RapcoHorizon Company. Paul received his MBA from the University of Chicago Booth School of Business, his BS in Finance from Marquette University and is a CFA charter-holder. Paul is actively involved in the Arlington Heights Youth Athletic Association and also works with Marquette’s Applied Investment Management Program.  

J. Douglas MearsJ. Douglas Mears, Deals Practice, Healthcare, PricewaterhouseCoopers (PwC)
Doug Mears is a senior Healthcare Advisory executive in the Washington, DC office of PwC and directs the PwC national Business Development efforts for the Merger & Acquisitions practice focusing on Physician and Hospital Alliances, Revenue Growth and creative population health models and responses to the Affordable Care Act. Doug has over thirty years of experience working with hundreds of large integrated healthcare systems in the U.S. and internationally. His experiences include developing, leading and participating in engagements assisting clients with Strategic and Financial Planning, Revenue Cycle Improvement, Cost Reduction, Information Systems Selection and Implementation, Physician Alignment Strategies, Mergers and Acquisitions and Third Party Reimbursement services. Doug earned a Bachelor of Science in Accounting from Virginia Tech, and an MBA from the University of Richmond. Doug is a member of the American Institute of CPAs and the Healthcare Financial Management Association (HFMA).

Kevin MillerKevin Miller, Partner, McDermott Will & Emery LLP
Kevin L. Miller is a partner in the law firm of McDermott Will & Emery LLP and is based in the Firm’s Chicago office.  Kevin represents private equity sponsors and their portfolio companies with respect to complex transactions, including leveraged buyouts, in the health services and life sciences industries.  Kevin also represents publicly-traded health care companies, academic medical centers and health systems with respect to mergers and acquisitions, debt and equity investments, strategic affiliations and joint ventures.  As a transactional lawyer with extensive health regulatory expertise, Kevin routinely counsels clients in evaluating health care industry trends and investment opportunities. He has the unique knowledge and experience critical to the efficient and successful structuring and negotiation of transactions involving health care companies. Kevin’s industry focus also means that clients receive seamless legal counsel regarding the complex strategic and operational issues facing health care providers and investors throughout the investment life cycle. Having advised clients with respect to transactions, affiliations and investments in businesses and operations throughout Europe, Asia, Africa, South America and North America, Kevin also has the knowledge and experience necessary to successfully advise clients with respect to cross-border transactions, foreign hospital project investments and multi-national clinical operations. Kevin has been recognized as a Super Lawyers Rising Star in Health and Mergers & Acquisitions since 2013. Kevin received his J.D. from Cornell Law School and his B.A. from Northwestern University.  Kevin is a member of the American Health Lawyers Association and admitted to practice in Illinois.

Stephen Moore Stephen Moore, Partner, PricewaterhouseCoopers (PwC)
Steve Moore is a Partner in PwC’s Healthcare Advisory practice, specializing in deals. He has 32 years of extensive experience as follows: National Leader of PwC’s Provider deals practice; Deals and post-merger integration experience with providers and payers, from strategy through execution and value realization; Mergers and acquisitions consulting for healthcare and other clients, including merger efficiency studies; extensive experience in the Academic Medical Center arena, including academic, research, and clinical issues; Extensive performance improvement and financial turnaround expertise in the healthcare arena with integrated delivery systems, academic medical centers, and stand-alone not-for-profit providers; Consulting with healthcare providers on various matters ranging from IT system issues to strategic planning and compliance issues; Revenue cycle transformation; and, Management of engagements for providers issuing bonds or other forms of debt for capital expansion. Steve graduated Phi Beta Kappa with a B.S.B.A in accounting from the University of North Carolina at Chapel Hill and he is a CPA Licensed in North Carolina and New York. Steve is also Past Chapter President of the Healthcare Financial Management Association; and serves on the Board of Directors of Big Brothers, Big Sisters of New York City.

David MyersDavid Myers, SVP, Benchmark Physical Therapy
David Myers is Senior VP of Operations for BenchMark Physical Therapy. He currently oversees more than eighty facilities throughout 6 states and promotes continued company growth through DeNovo clinics, partnerships and acquisitions. As a leader in a healthcare company, David is a certified teacher, presenter and coach through the John Maxwell Group. David holds a teaching degree from Cedarville University, a Masters degree for Exercise Physiology/Cardiac Rehabilitation from the University of South Carolina and a Doctorate in Physical Therapy from Slippery Rock University (SRU). He is board certified as an Orthopedic Clinical Specialist by the American Physical Therapy Association, certified as an Integrated Manual Therapist and a licensed Athletic Trainer. He has published in the International Journal of Sports Medicine and Journal of Clinical Electrophysiology while presenting research and presentations at the national level including being the Keynote speaker at the 8th Annual National Rehab Summit. David has experience as Head Athletic Trainer at the High school, college and professional levels as well as having both national and international experience with USA Olympic teams. He has taught manual therapy nationally. He has served on the national committee Federation of State Boards for Physical Therapy. David’s experience includes working over 30 years in the area of treating LBP and sports related injuries. He has been a mentor for orthopedic residents, physical therapists for clinical development as well therapists who want to achieve a leadership role in the field. He has been recognized as a distinguished professional in the healthcare field. He has been featured in the Healthbeat magazine by the University of South Carolina, an invited speaker for graduations, as well as various community civic groups.

Neil PickettNeil Pickett, Executive Director, Policy, Planning and Outreach, Indiana University Health
Neil Pickett is Executive Director, Policy, Planning and Outreach at Indiana University Health. He is responsible for managing IU Health’s system-wide and regional strategic planning processes. In addition, he also provides assessments of the impact of federal and state healthcare policies on the IU Health system and the Indiana University School of Medicine, and leads the development of IU Health’s positions on key health policy issues. Mr. Pickett also serves as chief of staff of the IU Health Accountable Care Organization (ACO). Prior to joining IU Health in January 2009, Mr. Pickett served for four years as Senior Policy Director in the Office of Indiana Governor Mitchell E. Daniels, Jr. Mr. Pickett was responsible for the development and implementation of the Governor’s policy and legislative agendas, as well as for managing liaison activities between the Governor’s Office and the Executive Branch agencies. He also served as the Governor’s liaison to Indiana’s colleges and universities, and was director of the state’s Information for Indiana data project. Before joining the Governor’s office, Mr. Pickett worked for 10 years at Eli Lilly and Company, the Indianapolis-based pharmaceutical company. Mr. Pickett held a number of corporate affairs and corporate strategy positions at Lilly, and his career there included assignments in London, England and Washington, D.C. Before joining Lilly in 1995, Mr. Pickett worked at the Hudson Institute, a public policy research organization, or “think tank.” Mr. Pickett began his career at Hudson as research assistant to the Institute’s founder, Herman Kahn, and then served in a number of research and research management positions, culminating in his appointment as Hudson’s Director of Research in 1992. Before joining Hudson, Mr. Pickett spent two years working as a journalist for the New Republic and the National Law Journal. Mr. Pickett holds a B.A. (summa cum laude) from Brandeis University, and an M. Phil. in International Politics and Economics from Oxford University (St. Antony’s College). He has also studied at the Sorbonne in Paris.

Jason ShaferJason Shafer, Partner, HCP & Company
Jason Shafer is a partner at HCP & Company where he leads the healthcare services (providers, outsourced services and niche managed care) team. HCP is a $215 million growth equity firm that deploys up to $20 million of equity per portfolio companies. He was previously a private equity investor at William Blair Capital Partners and Chicago Growth Partners in Chicago, and an investment banker at Thomas Weisel Partners in New York and San Francisco. Jason received his MBA from the accelerated one-year program at Northwestern University’s Kellogg School of Management and his B.A with honors from Vanderbilt University. Jason is currently a board member of Polaris Hospital Company, an acute psychiatric and rehabilitation specialty hospital company and Trumpet Behavioral Health, a provider of behavioral and other therapies for those on the autism spectrum. HCP also has investments in a dermatology products skincare company and allied health post-secondary for profit education schools.

Stephanie TarryStephanie Tarry, SVP, Nueterra
Ms. Tarry joined Nueterra Healthcare in 2000 as Director of Finance and quickly began leading the business development team. She has successfully recruited physician partners and syndicated over 40 projects ranging from ambulatory surgery centers, hospitals and healthcare real estate private placement offerings including joint ventures with hospital systems. Ms. Tarry has an extensive background in finance and accounting which allows her to thoroughly understand and explain the sometimes complex financial and regulatory structure of the independent private offerings. Stephanie began her career with 12 years of banking experience that lead to serving as the treasurer for the largest school district in Missouri. She then served as the director of Treasury for a HCA Health Midwest. She earned a bachelor degree in Finance and Accounting from Columbia College. Ms. Tarry is currently a member of the ASI Healthcare Capital Partners strategic advisory board, a private equity fund focused on independent healthcare provider organizations.

Brian ThedeBrian Thede, President, Health Risk Assessments, Inc.
Brian Thede has spent his career developing expertise in risk, insurance, finance and accounts receivable management.  As a serial entrepreneur, Mr. Thede has founded or led multiple companies in the insurance arena.  The services provided by these companies range from identifying P&C insurance to pay unpaid hospital bills, identifying missed claim recovery and offset opportunities for long-term disability carriers, to subrogation services across the P&C claim universe.  Mr. Thede also spent 7 years at McKinsey & Company, a leading global consultancy, where he focused on risk mitigation and recovery, including projects with insurance carriers, hospital groups, and banks.  Early in his career, Mr. Thede worked on Wall Street as an Investment Banker at Donaldson, Lufkin & Jenrette Securities. Mr. Thede holds an MBA in Finance with Distinction from The Wharton School of the University of Pennsylvania, and a BA in Economics from Bowdoin College in Brunswick, Maine.

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