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?

Neil PickettDon Adam David Dahlquist Charles Klippel  Dan Wakeman

Moderator:

  • Neil Pickett, Vice President & Deputy Chief of Staff,
    Indiana University Health – Indianapolis, IN

Panelists:

  • 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
  • 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 SmeckMike Taylor

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
  • Mike Taylor, Head of Healthcare Lending,
    First Midwest Bank – Chicago, IL

9:50am
Innovations in New Joint Venture Models
A discussion of collaboration between Hospital Systems and Private Investors.

Barry Mehlman Kenneth Adler Walter OlshanskiThomas Thornton 

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
  • Thomas Thornton, SVP and Executive
    Director, Northwell Ventures – New York, NY

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 FrancisJohn PattersonMichael Sullivan 

Moderator:

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

Panelists:

  • Edward Francis, Senior Director, Healthcare & Life Sciences,
    West Monroe Partners – Chicago, IL
  • John Patterson, Managing Director,
    Amherst Partners – Birmingham, MI
  • Michael Sullivan, Managing Director,
    Berkeley Research Group LLC (BRG) – New York, NY

11:50am
Cannabis Roundtable
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. Investment dollars are expected to increase substantially in this space once federal regulations regarding drug schedules are relaxed. What do investors need to know, regarding issues such as due-diligence, valuation, risk management and State vs. Federal, statutory and regulatory conflicts?

Marc AdessoDouglas CrawfordAndrea Small-HowardBrent Williams

Moderator:

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

Panelists:

  • Douglas Crawford, General Partner,
    Veterans Capital Fund II – Chicago, IL
  • Andrea Small-Howard, Chief Science Officer,
    GB Sciences – Las Vegas, NV
  • Brent Williams, Managing Member,
    High Water Financial – Nashville, TN

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 KoenigKeith DanielsThomas McCabe 

Moderator:

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

Panelists:

  • Keith Daniels, Partner,
    Carl Marks Advisors – New York, NY
  • Suzanne Koenig, President,
    SAK ManagementChicago, IL
  • Thomas McCabe, Managing Director,
    Amherst Partners – Chicago, IL

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 OlshanskiSingleton CoxDan Grigorescu  Sameer MathurDonald Moody

Moderator:

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

Panelists:

  • Singleton Cox, Director, M&A,
    DaVita Inc. – New York, NY
  • Daniel Grigorescu, VP,
    Flexpoint Ford – Chicago, IL
  • Sameer Mathur, VP,
    Chicago Pacific Founders (CFP) – Chicago, IL
  • Donald (Don) Moody, Partner,
    Waller Lansden Dortch & Davis LLP – Nashville, TN

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 PickettHabir SinghThomas Thornton 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
  • Habir Singh, MD, CEO,
    Kyle ER & Hospital – Austin, TX
  • Thomas Thornton, SVP and Executive Director,
    Northwell Ventures, – New York, NY
  • Dan Wakeman, CEO,
    St. Luke’s Hospital – Maumee, OH

4:30pm

Conference Concludes