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

Oct. 9 - 10, 2018

Palmer House

Chicago, IL

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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: TUESDAY, OCTOBER 9, 2018


12:00 – 3:00pm

Exhibition Set-up (In Exhibit Hall)

3:00 – 3:45pm

Registration, Refreshments and Networking (In Exhibit Hall)

3:45 – 3:55pm
Welcome to the FALL Annual Healthcare M&A/Chicago

Don Buford

 

 

Don Buford, Founder & CEO, iiBIG LLC

4:00pm
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 investment and healthcare experts with first-hand information on the latest from Washington; and from real-world experiences on the front-lines of our fragmented healthcare system. Is it expected that bankruptcy- and turnaround-situations will increase in the year ahead?

Don Adam David Dahlquist Charles Klippel Neil Pickett Dan Wakeman

Speakers:

  • Don Adam, Managing Director,
    Site Point Partners – Plano, TX
  • David Dahlquist, Partner,
    Winston & Strawn LLP – Chicago, IL
  • Charles Klippel, VP and Deputy General Counsel,
    Aetna – Hartford, CT
  • Neil Pickett, Vice President & Deputy Chief of Staff,
    Indiana University Health – Indianapolis, IN
  • Dan Wakeman, CEO,
    St. Luke’s Hospital – Toledo, OH

5:00 – 6:30pm

Evening Networking Reception

DAY TWO: WEDNESDAY, OCTOBER 10, 2018


8:00 – 9:00am

Continental Breakfast and Networking

9:00am
Senior Housing & Real Estate Roundtable
An update on investment opportunities in real-estate related healthcare deals. What are the unique issues and deal-flow projections for assisted living, skilled nursing, ‘active adult’ communities, and other healthcare-related, real-estate inclusive transactions?

Isaac Dole Tim Sanders Jason Smeck

Moderator:

  • Richard Ackerman, Founding Partner and Senior Managing Partner, Big Rock Partners – DelRay Beach, FL

Panelists:

  • Isaac Dole, Founder/Managing Principal,
    Birchwood Healthcare Properties – Chicago, IL
  • Tim Sanders, Senior Investment Officer,
    Ventas  Chicago, IL
  • Jason Smeck, Managing Director, Senior Housing,
    Hunt Real Estate Capital – Columbus, OH
  • Others TBA

9:50am
Innovations in New Joint Venture Models
Collaboration between Hospital Systems and Private Investors.

Barry Mehlman Kenneth Adler Walter Olshanski 

Moderator:

  • Barry Mehlman, Partner,
    Loeb & Loeb – New York, NY

Panelists:

  • Kenneth Adler, Partner,
    Loeb & Loeb – New York, NY
  • Walter Olshanski, Director,
    PwC Corporate Finance LLC – New York, NY
  • Panelist TBA,
    Northwell Health – Lake Success, NY
  • Others TBA

10:35am

AM Networking Break

11:00am
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.

Chad Neale Edward Francis 

Moderator:

  • Chad Neale, Managing Director,
    ACA Aponix – New York, NY

Panelists:

  • Edward Francis, Senior Director, Healthcare & Life Sciences,
    West Monroe Partners – Chicago, IL
  • Others TBA

11:50am
Cannabis Roundtable: Perspectives on the Investment and M&A Landscape in America’s Fastest ‘Growing’ Industry
Thirty (30) states have legalized the use of cannabis — and cannabis infused products — for medicinal use.  This panel will address the investment and M&A opportunities in the healthcare use of medicinal cannabis. Investment dollars are expected to increase substantially in this space once federal regulations governing the medicinal prescription use of cannabis are enacted.  What do investors need to know, regarding issues such as due-diligence, valuation, risk management and State vs. Federal, statutory and regulatory conflicts?

Marc Adesso

Moderator:

  • Marc Adesso, Counsel,
    Waller Lansden Dortch & Davis LLP – Nashville, TN

Panelists:

  • Others TBA

12:30pm

Lunch

1:30pm
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?

Nancy Peterman Suzanne Koenig Steven R. Gerbsman

Moderator:

  • Nancy A. Peterman, Chair, Chicago Restructuring & Bankruptcy Practice,
    Greenberg Traurig LLPChicago, IL

Panelists:

  • Suzanne Koenig, President,
    SAK ManagementChicago, IL
  • Steven R. Gerbsman. Principal,
    Gerbsman Partners – Kentfield, CA
  • Others TBA

2:20pm
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 space. Hospitals and PE firms 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?

Walter Olshanski  Donald MoodyHabir Singh

Moderator:

  • Walter Olshanski, Director,
    PwC Corporate Finance LLC – New York, NY

Panelists:

  • Donald (Don) Moody, Partner,
    Waller Lansden Dortch & Davis LLP – Nashville, TN
  • Habir Singh, MD, Partner,
    Nutex Health – Austin, TX
  • Others TBA

3:05pm

PM Networking Break

3:35pm
Hospital Roundtable
A discussion of strategic roll-ups in the for-profit and non-profit hospital sectors. With the failure to ‘repeal & replace’ the ACA, and higher costs and lower reimbursements from payors, how will hospital roll-ups be affected? What are the deal-flow prospects for the hospital sector over the next 12 months? Are Hospital executives seeing buying opportunities?

Matthew CaineNeil Pickett Dan Wakeman

Moderator:

  • Matthew M. Caine, Managing Director,
    SOLIC Capital Advisors – Atlanta, GA

Panelists:

  • Neil Pickett, Vice President & Deputy Chief of Staff,
    Indiana University Health – Indianapolis, IN
  • Dan Wakeman, CEO,
    St. Luke’s Hospital – Maumee, OH

4:25pm
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 next 12 months?

John Patterson Michael Watts

Speakers:

  • Richard Ackerman, Founding Partner and Senior Managing Partner, Big Rock Partners – DelRay Beach, FL
  • John Patterson, Managing Director,
    Amherst Partners – Birmingham, MI
  • Michael Watts, Partner,
    Linden Capital – Chicago, IL
  • Others TBA

5:15pm

Conference Concludes