Welcome to the iiBIG homepage. Celebrating 10 years of service!

March 18-19, 2019 

Marina del Rey Marriott Marina del Rey, CA

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AGENDA

Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. To apply to become a member of the speaking faculty, and to indicate agenda topics of interest, please complete our online JOIN OUR FACULTY application or contact:

Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521 | Email: donb@iibig.com

DAY ONE: MONDAY, MARCH 18, 2019


8:00am – 12:00pm

Exhibition Set-up (In Exhibit Hall)

12:00 – 1:00pm

Registration, Refreshments and Networking (In Exhibit Hall)

1:00pm
Welcome to Middle-Market Healthcare M&A – Marina del Rey, CA

Don Buford

 

Don Buford, Founder & CEO, iiBIG LLC

1:15pm
STATE of the HEALTHCARE INDUSTRY
The conference opens with a Keynote panel on the “State of the Industry” from the proverbial ’36-thousand feet.’ The panel will be made up of leading healthcare experts with first-hand information on the latest from Washington; and real-world experiences from the front-lines of healthcare system. Where in the healthcare sector, are investors looking for opportunities? Conversely, which healthcare models are investors avoiding? Why? What can investors expect to encounter when investing in or acquiring healthcare firms in Asia and ROW (rest-of-world)?

Gary GertlerDon AdamClayton IpsenThomas ThorntonDeVon Weins 

Moderator:

  • Gary B. Gertler, Partner,
    McDermott Will & Emery LLP – Los Angeles, CA

Panelists:

  • Don Adam, Chief Executive Officer,
    Site Point PartnersFlower Mound, TX
  • Clayton Ipsen, Director Growth & Acquistions,
    Adventist Health – Hanford, CA
  • Thomas Thornton, SVP & Executive Director,
    Northwell Ventures – Great Neck, NY
  • DeVon Wiens, Partner,
    Moss Adams, LLP – Irvine, CA

2:25pm

PM Networking Break

3:00pm
Roll-Ups and Multi-Physician Practices
One of the fastest-growing areas of healthcare M&A deal-flow is occurring in the multi-physician practice sector. Hospitals, PE firms and Health Insurance companies are acquiring multi-physician practices; and the practices with common services (i.e. orthopedic, dental, etc.) are themselves participating in more strategic roll-ups. What is the state-of-play, and future outlook in this sector?

Raj KothariRobert Levin Gus Spanos

Moderator:

  • Raj Kothari, Managing Director,
    Cascade Partners – Southfield, MI

Panelists:

  • Robert Levin, MD, CFP, Senior Vice President,
    UBS/Levin Wealth Management – Los Angeles, CA
  • Gus Spanos, Co-Founder & Managing Director,
    Spanos Barber Jesse & Co. – Walnut Creek, CA

4:00pm
Distressed & Turnaround Opportunities in Healthcare Roundtable
Disruption in the healthcare markets produces both distress and opportunity. How do opportunity investors, bankruptcy and turnaround specialists and others assess the landscape for ROI in the distressed healthcare space?

 Suzanne KoenigRandy BobaTim DragelinRow Zadeh

Moderator:

  • Suzanne Koenig, President,
    SAK Management – Chicago, IL

Speakers:

  • Randy Boba, Co-Founder,
    Echelon Healthcare Partners
  • Timothy Dragelin, Managing Director,
    FTI Consulting – Charlotte, NC
  • Row Zadeh, President/CEO,
    American Sleep Medicine – Sherman Oaks, CA

5:00 – 6:00pm

Evening Networking Reception

DAY TWO: TUESDAY, MARCH 19, 2019


8:30am

Continental Breakfast and Networking

9:30am
Private Investors Roundtable
Healthcare investing from the POV of private equity, VCs, REITs, and other financial buyers.  How are financial investors sizing up deal-flow opportunities in the healthcare space over the next 12 months?  In which sectors are financial investors showing the most interest, and which areas are being avoided?

Chris DonovanJason ColgateAndrew FarrisFred LeeLarry Simon   

Moderator:

  • Christopher Donovan, Partner, Head of Healthcare Practice,
    Foley & Lardner LLP – Boston, MA

Panelists:

  • Jason Colgate, Managing Director, PE/M&A & Founding Partner, Venture Capital Fund, Eli Global, LLC – Charlotte, NC
  • Andrew Farris, Director, Private Equity Investment Team, BlackRock Private Equity Partners – Princeton, NJ
  • Fred Lee, Head of Business Origination,
    Leerlink Revelation Partners – San Francisco, CA
  • Larry Simon, Partner,
    Clearview Capital – Los Angeles, CA
  • Others TBA

10:35am
Healthcare Transaction Services Roundtable
An examination of best practices in valuations, regulatory compliance, risk management, due diligence and more. The “dos and don’ts” before, during and after the healthcare deal. What are the specific transaction must-knows regarding investing in acquiring Asian market and ROW (rest-of-world) companies?

 Brian BruendermanNick DonkarChad NealeVipul PatelJason Ruchaber

Moderator:

  • Brian Bruenderman, Partner,
    Stoneridge Partners – Louisville, KY

Panelists:

  • Nick Donkar, Advisory Partner, Healthcare Deals,
    PwC – Los Angeles, CA
  • Chad Neale, Managing Director,
    ACA Aponix – New York, NY
  • Vipul Patel, Senior VP,
    Aon – Chicago, IL
  • Jason Ruchaber, Managing Director,
    Root Valuation – Denver, CO

11:35am

AM Networking Break

12:10pm
Investment Opportunities in Medicinal & Recreational  Cannabis
At least thirty (30) states have broadly legalized the use of cannabis – and cannabis infused products – for both medicinal and recreational use.  This panel will address the investment and M&A opportunities in the healthcare use of  medicinal cannabis and related enterprises; as well as opportunities in the recreational market. Investment dollars have increased substantially in this space, and have almost doubled year-over-year since 2017. What do investors need to know, regarding issues such as due-diligence, valuation, risk management and State vs. Federal, statutory and regulatory conflicts?

Richard AcostaDan NichollsPierre RouleauSimmon Saraf

Moderator:

  • Richard Acosta, CEO & Managing Partner,
    Inception REIT – Beverly Hills, CA

Panelists:

  • Dan Nicholls, CFA, Director,
    ELLO Capital Markets AdvisoryLos Angeles, CA
  • Pierre Rouleau, COO,
    MJIC – Commerce, CA
  • Simmon Saraf, Co-Founder,
    Satya Capital – Los Angeles, CA

1:10pm

Lunch

2:30pm
Healthcare Partnerships & Joint Ventures Roundtable
A discussion of the pros and cons of Healthcare acquisitions vs. partnerships. When does it make more sense to enter into joint ventures and partnerships than engaging in outright mergers or acquisitions? How are some of the most innovative transactions, and business models being structured? What role does the underlying Real Estate play in these deals?

Rich TinsleyCollin HartCarlos Martinez

Moderator:

  • Rich Tinsley, President & CEO,
    Stoneridge Partners – Louisville, KY

Panelists:

  • Collin Hart, CEO,
    ERE Healthcare Real Estate Advisors – Costa Mesa, CA
  • Carlos Martinez, President & CEO,
    United Home Care – Miami, FL

3:30pm

Conference Concludes
iiBIG thanks our clients for providing over twelve years of Healthcare Thought-Leadership!