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March 18-19, 2019 

Marina del Rey Marriott Marina del Rey, CA

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SPEAKING FACULTY

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

Richard AcostaRichard Acosta, CEO & Managing Partner, Inception REIT

Richard Acosta serves as Chief Executive Officer at Inception REIT (“I-REIT”). Prior to I-REIT, Richard served as the Chief Financial Officer of SBE, a global hospitality company where he, among other responsibilities, focused on corporate and asset level transactions. Prior to joining SBE in 2014, Richard was a Director at Colony Capital, a global real estate private equity firm, where he focused on executing and managing over $9 billion of private equity investments primarily in the gaming, hospitality, and media industries. Prior to Colony, Richard worked in Wells Fargo’s Real Estate Merchant Banking division. Richard holds a B.S. in Business Administration from the University of Southern California.


Don AdamDon Adam, Chief Executive Officer, Site Point Partners

Prior to co-founding SitePoint, Don held senior executive corporate development roles at several publicly traded ambulatory and post-acute healthcare companies, all of which focused on creating equity joint ventures/partnerships with not-for-profit and for-profit hospitals and health systems. His decades of experience understanding the unique issues encountered by health care providers, and partnering with them across the country to create successful operating joint ventures in both post-acute and ambulatory care, brings a one-of-a-kind insight to our team. ​Don’s corporate development experience across a broad range of transactions covers joint ventures, mergers, acquisitions, divestitures, and capital raising, including strategic advisory, design, development and construction of Acute Rehabilitation Hospitals, LTAC Hospitals, and free-standing emergency rooms, among others. ​Don holds a BS in Finance from Penn State, and a MBA from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. He enjoyed 10 successful years in corporate banking before transitioning to health care at RehabCare (NYSE:RHB), LHC Group (NASDAQ:LHCG), and Adeptus Health (NYSE:ADPT)


Randy BobaRandy Boba, Co-Founder, Echelon Healthcare Partners

Randy Boba most recently developed and implemented the policies and procedures for a startup healthcare lending division of a publicly traded commercial bank and led the underwriting and portfolio management team, growing the platform from zero to over $500MM in assets in a little over three years.   The senior loan portfolio generated an unlevered IRR of over 5.5% over the most recent five investment horizon.  Additionally, Mr. Boba has lending experience, spanning over 20 years, including senior capacities for Wells Fargo Capital Finance, Capital Source Finance LLC, GE Capital’s Global Sponsor Finance Group, FINOVA Healthcare and First Source Financial, Inc. in both general industries leveraged lending as well as healthcare.  He has a BSBA from the University of Nebraska and an MBA from the Mendoza College of Business at the University of Notre Dame.


Rob BroughRob Brough, Co-CEO, Classic Sleepcare LLC

Rob has spent the past 10 years leading Classic SleepCare – Classic VentCare’s parent company – with his partner Robert Fallan. Together they grew “Classic” from a California startup to a nationwide leader in respiratory health. Rob has senior executive experience in a wide range of business verticals including footwear manufacturing, agriculture, construction, digital marketing, and offshore staffing. He is an attorney by training with a Bachelor of Jurisprudence, Bachelor of Laws (Honors) and an MBA from Bond University in Australia. Rob splits his time between his home in Las Vegas and Classic’s offshore office in Manila, a 100 person operation which he built to supplement the US team (he now offers offshoring services to external companies through Healthscope Services).


Brian BruendermanBrian Bruenderman, Partner, Stoneridge Partners

Brian Bruenderman, J.D, Partner and Executive Vice President, joined Stoneridge Partners after a successful stint as Director of Business Development for Almost Family, a leading provider of home health nursing, rehabilitation and personal care services with over 250 locations in 15 states. During his tenure, despite much uncertainty in the home health industry at the time, Almost Family acquired $160 million in annual revenues, including the largest transaction in the company’s history. Prior to Almost Family, Brian was the Senior Director of Development for ResCare, Inc., a national human services company with more than $1.6 billion in revenue and operations in 42 states. Brian’s strategic approach to developing new markets through selective acquisitions led to $350 million in growth for ResCare and launched the company into the Fortune 1000. Today, he has been involved in the purchase of over 125 health and human service companies. Brian received his Bachelor of Arts degree and Juris Doctor from the University of Louisville. While in college, he purchased several small businesses and credits his later success to that experience. His business background and legal education give him the skills and perspective to successfully negotiate transactions all the way through closing. Specifically, his almost two decades of involvement with strategic buyers gives him a unique insight into how they approach valuation, diligence and negotiation. This combination of education and experience makes him a valuable addition to any transaction.


Jason ColgateJason Colgate, Managing Director & Partner, M&A & VC, Eli Global LLC

Jason Colgate is best known for being a versatile and dynamic leader and dealmaker in healthcare, and he enjoys both getting his hands dirty on the operating side as well as analyzing companies on the investment side.  He has a passion for working with entrepreneurs and executives, for improving the state of healthcare, and also with growing teams and value at the enterprise and individual level.  His role at Eli Global as Managing Director of the Private Equity/M&A team is to facilitate the origination and execution of acquisitions across the umbrella of 20 portfolios, which consists of over 150 independent businesses with $26B in assets.  He also is the Founding Partner of the Venture Capital arm, focusing healthcare and fintech from early to late stage ventures. Eli Global is a holding company that focuses on buying and growing businesses, and in 2017 Eli completed 30 acquisitions. Before Eli Global, Jason had experience in private equity, corporate development, investment banking, and operating roles across the healthcare spectrum from ventures to Fortune 50 businesses to boutique investment firms, including Bourne Capital Partners, Quintiles, Johnson & Johnson Development Corporation (JJDC), and Boston Scientific.  Jason received an MBA from UNC Chapel Hill as well as a B.M. for Cello Performance at Vanderbilt University under the Dinah Shore Scholarship.  He is also a FINRA series 63 and 79 investment banking registered advisor and a member of the ACG.  Jason likes to make a difference on various boards too such as the Charlotte Symphony Orchestra and the UNC Kenan-Flagler Business School, and he has been a frequent guest speaker at universities as well as industry conferences on healthcare and M&A.


Nick DonkarNick Donkar, Advisory Partner, Healthcare Deals, PwC

As a Partner in the PwC’s Deals Practice, Nick has been involved in more than 400+ merger, acquisition, spin-off, divestiture, carve-out and corporate finance transactions, working for both strategic/corporate and private equity clients. This includes multiple transactions sizes ranging from $30 million to a billion + in revenue and purchase price. Nick has assisted on buy-side and sell-side diligence for domestic and international companies and is experienced in healthcare, including extensive experience in provider, payer and medical device transactions.   Additionally, Nick has experience in a variety of sectors including retail, manufacturing and consumer products, etc. Additionally, Nick served as an organizing member of PwC’s Healthcare Corporate Roundtable, an annual provider/payer conference for senior level client executives.   Nick has participated as both a moderator and speaker on multiple healthcare panels throughout the US, instructed at Duke’s MBA program via a due diligence “Boot Camp” and formerly served as the lead Director for PwC’s Financial Diligence Orientation for North America (2 year rotation). Nick was recognized as a Top 40 Under 40 Deals professional for the U.S. based on his extensive activity within the mergers and acquisitions community. Nick graduated from the Goizueta Business School at Emory University with a BBA in Finance and received a Masters of Business Administration, with Honors, from the Terry College of Business at the University of Georgia. Nick is a CPA in Georgia and California and a member of the AICPA.


Chris DonovanChristopher Donovan, Partner, Foley & Lardner LLP

Christopher J. Donovan is a partner with Foley & Lardner LLP. He focuses his practice on advising companies and their investors and lenders in mergers and acquisitions, recapitalizations, buyouts, and restructurings as well as advising on a broad range of commercial arrangements. Chris has particular experience in the health service, particularly post-acute, and life sciences sectors. He has a unique blend of deep regulatory as well as corporate and finance experience to bring to a transaction as a result of his consummating dozens of health and life science deals, both domestic and international. He is co-chair of Foley’s Health Care Industry Team, co-chair of the Post-Acute Care & Senior Housing Practice, and a member of the firm’s Private Equity & Venture Capital Practice.


Timothy DragelinTimothy Dragelin, Managing Director, FTI Consulting

Timothy J. Dragelin is a senior managing director in FTI Consulting, Inc.’s Corporate Finance & Restructuring practice and co-leads the firm’s healthcare industry restructuring team. He has provided financial advisory services to companies and various stakeholders for over 25 years. His clients and subject companies have ranged from small closely held companies to multi-national corporations. During the last “restructuring” cycle Mr. Dragelin was included within The Deal’s top 20 list of Crisis Management Professionals. He is a published author and has spoken on financial and restructuring topics at a variety of national conferences including: the NCBJ, NAHB, AIRA, Rutgers Business, to name a few. He also has been a guest lecturer at Georgetown University’s McDonough School of Business. Mr. Dragelin holds a B.B.A. in accounting from The College of William and Mary in Virginia. He is a Virginia Certified Public Accountant and Certified Valuation Analyst.


Andrew FarrisAndrew Farris, Director, BlackRock Private Equity Partners

Andrew Farris, CFA, Director, is a member of the BlackRock Private Equity Partners (PEP) investment team within BlackRock Alternative Investors. He is responsible for performing due diligence on and monitoring private equity fund investments and direct equity co-investments. Mr. Farris joined BlackRock PEP in 2008. Prior to BlackRock, Mr. Farris evaluated investments at ImpreMedia, a media acquisition platform backed by Clarity Partners. From 2001 to 2004, he was in the Investment Banking Division of Citigroup/Salomon Smith Barney where he worked on merger & acquisition and capital raising transactions. Mr. Farris earned a BA degree, magna cum laude, in economics from Princeton University in 2001 and an MBA degree, with honors, from The Wharton School of the University of Pennsylvania in 2008.


Gary GertlerGary Gertler, Partner, McDermott Will & Emery LLP

Gary B. Gertler represents hospitals, health care systems, managed care organizations, multi-specialty and single specialty medical groups, health care companies, ancillary management companies and other health care providers. He focuses on mergers, acquisitions and divestitures, strategic affiliations, private equity and debt transactions, hospital-affiliated group practices, joint ventures and syndications, and health care regulatory and corporate matters. Gary is the managing partner of the Los Angeles office. Gary works particularly closely with the following: Investor-owned and nonprofit health care systems: Large multi-specialty and single-specialty physician organizations; Ambulatory surgery centers; Radiation therapy centers: Dialysis facilities; Diagnostic imaging centers; Medical supply vendors; Third-party payors, including accountable care organizations (ACOs), coordinated care organizations (CCOs), health maintenance organizations (HMOs) and preferred provider organizations (PPOs). Gary advises clients on the structuring and development of hospital-affiliated physician organizations, including medical foundations, co-management arrangements, ancillary joint ventures, purchases and sales involving outpatient surgery, diagnostic imaging and radiation therapy. He also counsels management service organizations, practice management companies, integrated provider networks and related coordinated care arrangements.


Collin HartCollin Hart, CEO, ERE Healthcare Real Estate Advisors

Collin Hart, MBA is the CEO and Managing Director of ERE Healthcare Real Estate Advisors where he leads the company’s strategy to provide executive level advisory to owners of healthcare real estate. Before co-founding ERE Advisors, Collin was a Director in the real estate division of a private investment banking firm where he focused on advising physician partnerships and hospital systems in sale-leaseback transactions. Prior to entering advisory, Collin sourced and led acquisitions for Broadstone Real Estate, LLC, a private REIT based in Rochester, NY. in 2014 alone, Collin played an integral role in executing $300M in single-tenant property acquisitions, growing Broadstone’s portfolio past the $1 billion mark. In his tenure with Broadstone, Collin worked with C-suite executives to provide an alternative source of capital for partnership liquidity and mergers & acquisition activity. Collin’s buy-side experience allows him to provide clients with a unique perspective in structuring the most advantageous transactions.


Clayton IpsenClayton Ipsen, Director of Growth & Acquisitions, Adventist Health

Clayton Ipsen is the director of Growth & Acquisitions for Roseville, CA based Adventist Health. Focusing on Merger & Acquisition activity for the Central Valley Network of Adventist Health, Clay’s expertise is in the expansion of ambulatory outpatient services through acquisition. Working in a uniquely rural area of California, Clay’s territory covers 4,000 sq. miles and allows him to make tremendous impact on the healthcare of small rural communities much like the one he grew up in. Clay recently assisted in the acquisition of the Tulare Regional Medical Center in becoming a part of the Adventist Health system after the hospital closed for nearly a year and the local healthcare district went bankrupt. Clay is now leading the efforts in expanding the ambulatory medical office footprint in the Tulare community. Clay’s education has included a Bachelor’s degree from California State University, Fresno in Communication, graduate work in Human Development & Leadership from Murray State University and executive education from Harvard Business School in negotiating and competitive decision making. Clay is an Eagle Scout, California Awards for Performance Excellence examiner of the Year and community volunteer with his proudest achievement being a husband and father of six children.


Suzanne KoenigSuzanne Koenig, President, SAK Management

Suzanne Koenig is president and founder of SAK Management Services LLC, a nationally recognized Long-Term Care Management and Healthcare Consulting Services company. With over thirty years of extensive experience as an owner and operator, Ms. Koenig offers specialized skills in operations improvement, staff development and quality assurance, with particular expertise in marketing, census development as well as operations enhancement for the whole spectrum of Senior Housing, Long-Term Care and other Healthcare Entities requiring Turnaround Services. Ms. Koenig’s professional experience has included executive positions in marketing, development and operations management for both regional and national health care providers representing property portfolios throughout the United States. Recently Suzanne has been appointed as the Examiner Patient Care Ombudsman, Receiver and Chapter 11 Trustee in several of the new Health Care Bankruptcy Filings (Chapter 11 and Chapter 7) with the advent of the (BAPCPA) Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 including Health Care Entities such as: Physician Practices and Hospitals. In addition, Ms Koenig has served in an advisory and consulting capacity for numerous client engagements involving bankruptcy proceedings as well as in turnaround management situations. She is a Licensed Nursing Home Administrator and a Licensed Social Worker in multiple states where she has worked. Ms. Koenig serves on the Board of Directors of the Summit Healthcare REIT, Inc.; she was recently elected to the Global Turnaround Management Association Board of Trustee; and serves on the Board of Directors for the School of Social Work at the University of Illinois, Champaign-Urbana. Suzanne is the Co-Chair of the American Bankruptcy Institute’s (ABI) Health Care Insolvency Committee and Co-Chair for the Steering Committee of the Midwest Turnaround Management Association (TMA). She is a frequent speaker for various healthcare industry associations and business affiliates where she conducts continuing education and training programs. She holds a Master of Science Degree from Spertus College, Illinois, and a Bachelor of Social Work Degree from the University of Illinois, Champaign-Urbana, Illinois.


Brian KolodnyBrian Kolodny, Founder & CEO, Green4Good

Brian is our Visionary and tireless advocate for looking at Cannabis and Hemp investments more wholistically. Brian believes that Cannabis and Hemp investing are at a critical stage now, but, without investments in core foundational areas at the same time, we’ll have a lopsided industry. As a result, he’s decided to make every entity in our deals contribute to the growth of Research, Education, Advocacy and Job Growth in the Hemp and Cannabis community.  Personally, Brian lost his mother, uncle and grandfather to Polycycstic Kidney Disease (PKD) and has spent the last 20+ years working with the PKD Foundation, Big Pharma and Congress to find a treatment or a cure. The sad truth is, nothing has been made available for public use and there are many obstacles in the US patent law, health code and a general lack of collaboration from those who can help. The growth of the disease is very similar to how cancer cells spread. It’s symptoms are broad and include hypertension, inflammation, chronic pain, depression, sleeplessness. As those of us know, Hemp and Cannabis can address most of these in one hit, one pill or one edible.  To learn more about Brian’s professional experience click here


Raj KothariRaj Kothari, Managing Director, Cascade Partners

Raj Kothari draws on nearly 30 years of experience as an investor, a financial advisor and an entrepreneur. He is the founder and managing director of Cascade Partners where he helps lead divestitures, recapitalizations, acquisitions and other strategic transactions for clients in the healthcare, industrials, business services and technology sectors. He has also co-managed multiple private equity funds and dozens of investments from early stage to buy-out in healthcare, automotive, technology and other industrial companies. Prior to forming Cascade Partners, Raj co-founded Seneca Partners, Inc., a similar investment banking and private investment firm. While at Seneca Partners, he helped form Seneca Health Partners, a healthcare private equity fund. Prior to establishing Seneca Partners, he was a director at Beringea, a boutique investment-banking and venture capital firm. During this time, he co-managed the firm’s $70 million healthcare private equity fund, InvestCare Partners.  Prior to the formation of their own fund, Raj has also served as an investment officer for ProVen Private Equity in London, England, a venture capital affiliate of Beringea. He began his investment career as a money manager, most prominently for Masco Corporation. He left Masco to co-found Cranbrook Capital Management, a $650 million money management firm, where he was treasurer and director of international investing. Kothari, a Chartered Financial Analyst, earned both a Bachelor of Arts and a Master of Business Administration from the University of Michigan. He currently holds Series 7, 79, 24, and 28 licenses from FINRA.


Fred LeeFred Lee, Head of Business Origination, Leerlink Revelation Partners

Fred Lee is the Director, Head of Business Origination at Revelation Partners. In this role, Mr. Lee focuses on identifying and reviewing new investment opportunities, as well as managing the firm’s industry relationships. Prior to Revelation Partners, Mr. Lee was a Managing Director in the Life Sciences Group at Bridge Bank, where he executed venture debt investments across all healthcare sectors including medical devices, bio-pharmaceuticals, diagnostics, and healthcare IT. Mr. Lee began his career in the Healthcare Investment Banking group at Citi, where he advised on a number of M&A and financing transactions for both public and private healthcare clients. Mr. Lee received a BS in Business Administration and BA in Economics from the University of California, Berkeley.


Robert LevinRobert Levin, MD, CFP, Senior Vice President, UBS/Levin Wealth Management 

Robert Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. Bob’s wealth management advisory practice focuses on the financial needs of physicians and healthcare executives. His clients rely on his team to navigate and serve as their primary resource through the complexities of the financial world. Bob takes pride in showing them a disciplined strategy to achieve their goals and conducting that process with the highest professionalism and integrity.

Bob grew up in Detroit and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at the Children’s Hospital Los Angeles in 1988 and worked as a pediatrician until 2000. He then attended Johns Hopkins business school for one year and was a medical consultant to a venture capital fund. From 2001 – 2002, he worked as a pharmaceutical analyst at JP Morgan Chase in NYC before joining the Global Private Client Group at Merrill Lynch in Beverly Hills, CA, in June 2003. In 2006 he earned the CFP® certification by the Certified Financial Planner Board of Standards, Inc. In February 2016 Bob’s team moved to UBS Financial Services Inc. in Beverly Hills, CA.


Carlos MartinezCarlos Martinez, President/CEO, United Home Care

Carlos L. Martinez is President and Chief Executive Officer of United Home Care (UHC), a private 501(c)(3) non-profit home health and community care organization based in Miami, Florida. UHC is dedicated to the promotion of independence and wellness for older adults through proven quality-of-life solutions delivered primarily in the comfort of a home setting. In his leadership role, Martinez sets the priorities and provides strategic guidance for all of the organization’s business and operating units and oversees the management of 850 employees, consisting of home health aides, case managers, clinical social workers, nutritionists, clinicians and senior living community personnel.  Since joining United HomeCare in 2008, Mr. Martinez has played a key role in the growth and diversification of the organization’s products and services and the successful development and opening of a state-of-the-art, LEED certified, 122 unit assisted living facility known as The Residences of United HomeCare. Martinez is an active member of various business and healthcare focused organizations and is a Board of Trustee member of the Florida Council on Aging and board member of the Florida Association of Service Providers. He is member the Doral Business Forum and collaborator and member of Remington Post-Acute Care Continuum Collaborative, Greater Miami Chamber of Commerce, and South Florida Hispanic Chamber of Commerce. Mr. Martinez is the recipient of the South Florida Hispanic Chamber of Commerce’s Hispanic Leadership Award in the President’s Distinguished Community Service Award category (2016) and recipient of the Latino Center on Aging Golden Age Award for Home Care Leadership (2018). Mr. Martinez is a graduate of Harvard Business School Leadership in Non-Profit Management Program and Cornell University Executive Healthcare Leadership Program. He is a distinguished alumnus of St. Thomas University, a licensed Certified Public Accountant (State of Texas) and member of the Texas Society of Public Accountants.


Chad NealeChad Neale, Managing Director, ACA Aponix

Chad Neale is a Managing Director at ACA Aponix, the cybersecurity and IT risk division of ACA Compliance Group. Prior to joining ACA, Chad served as the Cybersecurity and Privacy Director for PwC’s Risk Assurance practice. In that role, he led the team responsible for performing cybersecurity, privacy risk, maturity assessments, and attack and penetration testing for clients operating in a variety of industries including healthcare, financial services, technology, retail, aerospace and energy. Before that, he led the establishment of an ISO27001 compliant Information Security Program as the Information Security Officer at First Allied Securities. Chad earned his Bachelor of Science in Electrical Engineering from the University of California, San Diego and holds several certifications including ISO27001:2013 Auditor, GSLC, GCCC and GCFE.


Dan NichollsDan Nicholls, CFA, Director, ELLO Capital Markets Advisory

Dan Nicholls, CFA is the leader of ELLO’s Capital Markets Advisory Services practice, providing investment banking services to cannabis companies, including capital raising, M&A, valuations, forecasting and strategic advisory. He has advised hundreds of companies across the cannabis supply chain through raising more than $40 million in equity and debt capital, winning competitive license applications, completing M&A transactions, and consolidating cannabis licenses.

Before joining ELLO, he was the Vice President of MJIC, an investment fund focused on the cannabis industry, where he completed numerous investments in the cannabis industry and provided financial advisory services to cannabis companies. Previously, he worked at a boutique investment bank where he led more than $1 billion in healthcare M&A transactions. Dan is also the creator of the Marijuana Index, a stock index that tracks the top cannabis stocks in the U.S. and Canada, which has been featured in the Washington Post, CNBC, Forbes and over 100 other publications.


Vipul PatelVipul Patel, Senior VP, Aon Risk Solutions

Vipul Patel joined Aon’s Transaction Solutions team in 2015 as a senior vice president. In this role, he advises clients in the areas of representations and warranties insurance, tax indemnity insurance, and other transaction-related coverage, specializing in health care transactions. Prior to joining Aon, Vipul most recently was a vice president in the health care investment banking group at Robert W. Baird, where he focused on mergers, acquisitions and capital-raising transactions. Prior to that, Vipul was an associate in the health care investment banking group at Deutsche Bank. Before his career in investment banking, Vipul was a corporate attorney with O’Melveny & Myers and Jones Day, focusing on mergers, acquisitions, leveraged buyouts and securities offerings.


Pierre RouleauPierre Rouleau, COO, MJIC

Pierre Rouleau is an entrepreneurial executive who has had repeated success in the regulated Cannabis, High-Tech and Aviation industries by leveraging a rich blend of strategic insight, operations acuity, unique perspectives, and visionary leadership. As the Chairman and COO of Green Light District Holdings, Inc., more commonly known as ShowGrow, Mr. Rouleau was brought in to create the complete corporate structure, compliance and overall vision of the company. He was an integral part of ShowGrow’s expansion to multiple locations and cemented vital industry partnerships. In addition, Mr. Rouleau completed a multi-million dollar capital raise for the company and is presently involved in another. Mr. Rouleau joined MJIC in 2018, bringing with him more than 20 years of experience in international business and an enviable track record of strong results in hyper competitive markets.


Jason RuchaberJason Ruchaber, Managing Director, Root Valuation

Jason is the founder and managing partner of Root Valuation, a healthcare-focused valuation and financial advisory practice serving clients nationally.  Jason is a recognized expert in his field and a frequent speaker and author on healthcare valuation topics.  Jason earned his degree in Finance from the University of Texas at Austin, then continued his education by earning the Chartered Financial Analyst (CFA) designation. Jason is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers, where he also served as a faculty member of the Healthcare Special Interest Group, and an active member of several professional and trade organizations.


Larry SimonLarry Simon, Partner, Clearview Capital

Larry Simon established Clearview Capital’s Los Angeles office and has led the Firm’s transaction sourcing effort in the Western U.S. since joining Clearview in 2005. Previously, Larry was a Principal with Triton Pacific Capital Partners.  He brings an extensive background in origination, structuring, financing and execution of middle-market transactions to Clearview. Previously, Larry was with Mille Capital and The Shattan Group, LLC, both New York-based middle market investment banking firms where he originated and executed institutional private equity financings and M&A engagements for clients. Larry has an MBA from Columbia Business School and received his undergraduate degree from The Wharton School of the University of Pennsylvania.


Gus SpanosGus Spanos, Co-Founder, Managing Director, Spanos Barber & Jesse & Co. (SBJ)

Mr. Spanos is the co-founder and Managing Partner of Spanos Barber Jesse & Co. (SBJ), an operationally-focused investment firm that manages approximately $300 million of committed capital that invests in consumer, healthcare and business services companies. SBJ was founded by a seasoned team of professionals with an extensive and successful track record building companies and shareholder value both as operating executives and principal investors. For SBJ, Gus leads the firm’s efforts in most site-based healthcare services business including the acquisition and recent sale of Stat Urgent Care to Warburg Pincus’ City MD.

Additionally, Mr. Spanos has more than 10 years of operations experience co-founding and building companies in consumer, healthcare services and business/financial services companies including as a founding executive of BrightNow! Dental (Smile Brands). He began his career at Goldman Sachs & Co as an investment banker in corporate finance and mergers & acquisitions.

Mr. Spanos has been a guest lecturer at Stanford Graduate School of Business. He graduated cum laude with an AB from Harvard University and received an MBA from Stanford Graduate School of Business. In addition to portfolio company boards, he has served on the boards of the San Francisco Opera (Bravo!), and the San Francisco Children’s Zoo (Zoo II).


Thomas ThorntonThomas Thornton, SVP & Executive Director, Northwell Ventures

As senior vice president and executive director of Northwell Ventures, Tom Thornton is responsible for identifying and fostering innovative ideas that enhance the growth of the health system’s clinical and nonclinical enterprises. In this role, he works with senior leadership to develop and advance clinical and nonclinical ideas, bringing them into practice and the market and building strategic partnerships and relationships within the broader regional ecosystem. Mr. Thornton manages all the Northwell innovation programs, including technology commercialization, enterprise growth and investment management. Prior to Northwell, Mr. Thornton led the Healthcare Innovation Alliance at Cleveland Clinic Innovations, a program aimed at forming multi-institutional collaborations to foster and accelerate the commercialization of medical innovations.


Rich TinsleyRich Tinsley, President & CEO, Stoneridge Partners

Rich Tinsley has been in the healthcare industry for over two decades, joining Stoneridge Partners as President & CEO. The scope and depth of his experience spans strategic acquisitions, operations, compliance and business development. For the past year, Rich also served as President of AgentLink, a wholesale insurance brokerage agency that works with agents all over the country. He continues as an Executive Consultant with AgentLink today. Prior to Stoneridge Partners, Rich was Chief Development Officer for Signature Healthcare, a long-term health care and rehabilitation company with 142 locations in 11 states and over 22,000 employees. He also served as Vice Chairman of the company’s Home Care, Assisted Living and Residential Group Home segments. During his tenure with the company, Rich’s focus was a disciplined and selective acquisition strategy, closing transactions on more than 45 facilities with $350+ million in revenue. He continues today as an Advisory Board Member. Earlier in his career, Rich served as Chief Development Officer for ResCare, the nation’s largest private provider of services to people with disabilities, the largest one-stop workforce contractor and the largest privately-owned home care company. He was also Executive VP of Workforce Solutions. With Workforce, Rich oversaw a very active deal team looking at 100+ deals per year with revenue targets of approximately $100 million per year in acquisition growth. Rich’s role also included, acting as Vice President of Compliance and Business Development for Almost Family, Inc., a leading provider of home health nursing, rehabilitation and personal care services, with over 250 locations in 15 states. Rich has served on numerous nonprofit and for-profit boards; providing financial, accounting, legal and acquisition/divestiture advice. In addition to his JD and an MBA from the University of Louisville, Rich is also a Certified Public Accountant, a Certified Management Accountant and Certified Nursing Assistant.


DeVon WeinsDevon Weins, Partner, Moss Adams, LLP

DeVon Wiens has practiced public accounting since 1986 and has been in the healthcare finance industry since 1979. Prior to joining Moss Adams, he was the CFO of a $100M healthcare organization and was a healthcare audit partner at Ernst & Young. He has extensive experience providing audits and consulting services related to mergers and acquisitions, debt and equity financing, budgeting systems, executive compensation programs, financial forecasting, securities filings, bond financing, and accounting and financial reporting systems.


Row ZadehRow Zadeh, President/CEO, American Sleep Medicine

Mr. Zadeh is the Co-founder, President and CEO of American Sleep Medicine, the largest privately held Sleep Diagnostics & Treatment Company in the nation. Prior to founding American Sleep Medicine, Mr. Zadeh was the Cofounder President & CEO, and Chairman of American Diagnostic Centers, a healthcare consulting organization. In prior years Mr. Zadeh has been the Founder, CEO and Chairman of ETI Technologies, a software development company specializing in Voice Over IP (VOIP) technology where he received 9 patents. CEO and Chairman of ePhone Telecom, a company that he took public. Mr. Zadeh also held positions of President & COO of Integrated Telecom Services, Nortel’s General Manager for Southeast Asian CPE and Second Carrier division,  and IBM’s Telecommunications, Managing Southeast Asian operations (ASEAN Countries). Mr. Zadeh holds a Masters degree in Microbiology and Immunology from University of Louisville, Kentucky.