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Don Buford, CEO, iiBIG LLC | Phone: 212-300-2521 | Email: email@example.com
Kenneth Adler, Partner, Loeb & Loeb LLP
Kenneth Adler specializes in complex global and domestic outsourcing and technology transactions. With over 30 years of experience, his practice includes drafting and negotiating all types of outsourcing and technology agreements, including business process and information technology outsourcings. He has significant experience addressing the creation of, and strategies relating to, cloud computing, multi-sourced environments, as well as renegotiation and termination of existing outsourcing and IT related agreements. Mr. Adler regularly assists clients with respect to outsourcing strategies, including to near-shore and off-shore destinations, and emerging outsourcing locales. His practice also includes advising clients on data security and privacy matters, and all facets of technology transactions and sourcing, including with respect to e-commerce, information technology, emerging technologies, telecommunications and computer law, and on related intellectual property, privacy and data security issues. Mr. Adler represents clients across all industry sectors, including in the financial, insurance, retail, consumer products, healthcare and technology industries in large-scale, complex outsourcing and technology sourcing, licensing and system development and integration agreements. He has completed numerous BPO and ITO transactions, including outsourcings related to infrastructure (including data center, desktop, help-desk, telecommunications and networks), applications development and maintenance, call center, hosting, co-location, claims processing, securities and banking back-office functions, human resources, finance and accounting, logistics, real estate and facilities management.
Jim Agnew, VP Corporate Development & Acquisitions, Tufts Health Plan
Jim Agnew brings more than 30 years of executive leadership to Tufts Health Plan providing a unique blend of healthcare operations, financial, and M&A expertise that has been tested in both the not-for-profit and investor-owned segments of the healthcare industry. Jim is responsible for expanding the Tufts Health Plan growth strategy through strategic partnerships with US health care systems and key industry acquisitions aligned with Tufts Health Plan’s mission and enterprise initiatives. His leadership role supports sourcing, strategy and decisions on investment and acquisition opportunities with companies participating in health care sectors both within and outside of health insurance, working closely with private equity firms and the investment banking community. Jim has led negotiations for acquisitions, joint ventures, strategic partnerships and reconfigurations that have contributed to the outstanding performance improvement of organizations such as Hospital Corporation of America (HCA), Bon Secours Health System, Baxter Healthcare, AtlantiCare/Geisinger, Partners Healthcare, BJC Healthcare, Cedars Sinai, Adventist Health, Community Health Systems, Inc, Yale-New Haven Health and VHA, Inc. His portfolio of transactions include projects exceeding $2 billion in size, to projects with smaller community hospitals designed to insure financial stability and mission effectiveness of community providers. In addition, he has developed and implemented innovative health system strategies to improve both clinical and economic performance across the entire health care delivery continuum. He continues to focus his efforts on supporting health system boards and leadership teams in identifying and executing strategic options and financial performance improvement to ensure long-term mission and financial sustainability. Prior to Tufts Health Plan Jim held senior leadership positions with Hospital Corporation of America (HCA) and the Bon Secours Health System,Inc. In each role his responsibilities included development and oversight of acute care mergers and acquisitions; financial turnaround activity; service line development and joint ventures with provider organizations, payers; and strategic business partners. Jim received a BS from Villanova University and MBA from Seton Hall University. Jim is a fellow in the American College of Healthcare Executives (ACHE) and has served as guest lecturer at John Hopkins, Boston University and Duke Universities and numerous AHA, ACHE and HFMA national events.
Dunston Almeida, EVP Strategy & Business Development, eviCore
Dunston Almeida is a Fortune 25 executive with experience in global technology and healthcare investing at leading organizations, including head of Emerging Markets strategy at Medco/Express Scripts, a $100+ billion Pharmacy Benefits Manager. He is currently Executive Vice President of Strategy and Business Development at eviCore Healthcare, the largest value-based care company covering 100 million members, and over 100 major Plans and Health Systems across the US. He focuses on M&A, investments and partnerships working with the Board of Directors on eviCore's Strategy Council. Focus areas include advanced analytics, consumer engagement, cognitive computing and machine learning, post-acute care, payment integrity and outcome-based payments. He has advised major corporations and private equity firms on issues of strategy, change and innovation around population health, value-based care and health care reform. Dunston also supports the formulation of eviCore's public policy strategies in Washington DC. He has worked on deals across the healthcare spectrum, including HCIT, consumer-driven health, CROs, oncology, home infusion, specialty pharma, Medicare/Medicaid and has completed over $30 billion of M&A transactions in North America, Europe, Latin America and Asia with extensive experience across the entire capital structure. He graduated from Cornell University with a degree in Electrical Engineering at the age of 20.
Peter Ambrose, Jr., CEO, MindCare Solutions
Dan Avery, Principal and M&A Practice Leader, Point B
Dan Avery has a diverse set of experiences ranging from conducting organizational assessments, through rescuing struggling software development efforts, to launching a new wireless company. Dan is Adjunct Faculty at Webster University, MBA program. He received his MBA, George Washington University and his BS, University of Colorado.
K. Robert Bauer, Jr., Chairman and CEO, Ameris Health
K. Robert Bauer, Jr. is an owner/manager of medical/surgical hospitals and has served as the President and Chief Operating Officer of Ameris Management since 2006 with direct management responsibility for the operations of its acute care hospitals and managed geriatric psychiatry unit. Mr. Bauer previously served as CEO of Smith Hospital in Valdosta, Georgia, where he was responsible for the daily operations of the facility from 1998-2005 during its development and startup phases. Mr. Bauer received his Bachelor of Science in Biology from Birmingham-Southern College in Birmingham, Alabama in 1982. He began his health administration career in 1985 after receiving his Master’s Degree in Hospital and Health Administration from the University of Alabama in Birmingham. He served as Vice President of Operations for Rapides Regional Medical Center in Alexandria, LA for seven years. Mr. Bauer then was appointed CEO of HCA Inc.’s Oakdale Community Hospital in Oakdale, LA before being promoted to CEO of HCA Inc.’s Indian Path Medical Center in Kingsport, Tennessee for three years prior to joining Ameris Health Systems, LLC.
Warren Beck, Healthcare Advisory Services Leader, Crowe Horwath
Bill Berrell, Director of Healthcare Banking, ServisFirst Bank
Bill Berrell is the Director of Healthcare Banking at ServisFirst Bank and joined the Bank in January, 2014. Prior to joining ServisFirst, Mr. Berrell was Senior Vice President and Team Leader for the Middle Market Healthcare and Public Funds Banking Group for Fifth Third Bank. Mr. Berrell has over 20 years of Healthcare Banking experience in Nashville and throughout the Southeast, and focuses on the acute care hospital, behavioral, ambulatory / outpatient services, and senior housing market sectors. He has a Bachelor of Science Degree in Commerce and Business Administration with a focus in corporate finance and investment management and a Master of Arts in Finance, both from the University of Alabama.
Neville Bilimoria, Partner, Duane Morris LLP
Neville Bilimoria is a Partner with Duane Morris LLP Health Law Practice Group in Chicago. Mr. Bilimoria advises health care clients on corporate, transactional, and litigation matters and counsels hospitals, health systems, nursing homes, assisted living facilities, physicians, pharmacies, and home health agencies on a variety of issues, including HIPAA and state health law privacy issues, health care regulatory compliance, and resulting litigation. Mr. Bilimoria was named an Illinois Top 40 Attorney Under 40 in 2005.
Matthew Caine, Managing Director, Solic Capital Advisors LLC
Matthew M. Caine, CFA is a Managing Director with SOLIC Capital Advisors and is responsible for middle market transactions and industry leadership in the healthcare sector. With approximately 20 years of experience, he leads the firm’s efforts in healthcare, originating and structuring engagements involving mergers, acquisitions and divestitures, management buyouts and recapitalizations for clients and private equity firms and other institutional investors. His healthcare clients include community-based hospital, regional health systems, academic medical centers and national for-profit hospital operators. Mr. Caine’s transaction advisory experience involves both growth oriented and distressed companies through sell-side representations, buy-side management, corporate restructurings and the placement of capital through senior financings, mezzanine debt and private equity. Recent transaction experience includes: system formation between Rockford Health System and Mercy Health System; affiliation of Community Memorial HealthCenter with Virginia Commonwealth University Health System; sale of 10 hospitals for MedCath Corporation; sale of Tomball Regional Medical Center to Community Health Systems; sale of Sumner Regional Health Systems to LifePoint Hospitals; and, affiliation of Kingfisher Regional Hospital with Mercy Health. Mr. Caine received a Masters of Business Administration from The University of Chicago and a Bachelor of Arts in Mathematics and a minor in Business Administration from Vanderbilt University. He is also a Chartered Financial Analyst (CFA), a Certified Restructuring and Insolvency Advisor (CIRA), and holds a Certification in Distressed Business Valuation (CDBV). He is also a FINRA Series 7, 24, and 63 licensed registered securities principal, is a member of the Association of Insolvency and Restructuring Advisors (AIRA), CFA Institute and the Atlanta Society of Finance and Investment Professionals (ASFIP).
Steve Clapp, President / CEO, Curae Health
Mr. Clapp serves as President and CEO of Curae Health. During 2014 he developed the concept for the formation Curae Health, a not for profit company focused on rural hospitals. Prior to that Mr. Clapp was one of four individuals that formed Restoration Healthcare. He served as its President and CEO. The company’s purpose was to partner with local physicians to acquire and save rural hospitals. Restoration Healthcare quickly grew: with three hospitals owned and managing a county owned hospital that totaled more than $100 million. These hospitals had multiple service lines including acute care, skilled nursing, rehabilitation services, dialysis, home health, surgery, emergency, physician employees, and medical office buildings. Steve served as the transitional interim CEO during the acquisition at the facilities. Prior to the formation of Restoration Healthcare, Mr. Clapp worked for the Baptist Health System of East Tennessee, a not-for-profit multi-hospital system. He rose from the position of Planning Analyst to Senior Vice President of Business Development over twelve years with responsibilities including strategic planning, certificate of need development, marketing, physician practice management, PPO network, medical office buildings, and hospital oversight.
Matt Dawson, Principal and CFO, HealthEdge Investment Partners
As Principal and CFO of HealthEdge, Matt is responsible for deal origination, managing due diligence, financing, transaction documentation, portfolio oversight and management, and fundraising and investor relations. Before joining the firm, Matt served as CFO for IT Authorities, Inc. and Hire Velocity, LLC. He also held the CFO position at Lion Investments. Matt started his career with Kindred Healthcare, a Fortune 500 companyin the long-term healthcare industry,which included three years as a hospital CFO in the Tampa Bay area. Matt currently serves on the Board of Directors of Santus, LLC. Matt holds a BS in Accounting from the University of Louisville and received his M.B.A. from the University of Tampa. Outside of work, he enjoys spending time with his wife, Jamie, and their children: Nate, Clara, Wesley, and Jeremy.
Gill Eapen, Managing Director, Stout Risius Ross, Inc.
Gill Eapen is a Managing Director in the Valuation & Financial Opinions Group. Mr. Eapen has over 25 years of experience in strategy, finance, risk and general management. He specializes in strategy and economic decisions in companies and organizations. Decision Options ®, the firm he founded pioneered advanced analytical techniques to inform and guide decisions including but not limited to the selection and design of products, processes and technologies, resource allocation, portfolio/risk management and the valuation of intellectual property and technologies in the transaction of private assets between companies. Mr. Eapen has advised clients over a broad range of industries including life sciences, energy, aerospace, high technology, pharmaceuticals, biotechnology, medical devices, manufacturing, oil & gas, solar & wind, fossil & nuclear power, financial services, and consumer goods. Additionally, he led the development of a broad analytics platform that integrates machine learning and economic analysis with applications across many functional areas including but not limited to strategy, operations, valuation, litigation, transactions and optimization. In the 90s, he pioneered analytics driven resource allocation in Research and Development in one of the largest pharmaceutical companies as well as methodologies to evaluate technology and economic choices in the space shuttle program. Over the past two decades, he has helped solve challenging economics and decision problems to aid faster and better decision-making in over 4 dozen companies. Mr. Eapen is the author of two textbooks. The first book, Decision Options: The Art and Science of Making Decisions, provides the theory and practice of real options in economic valuation and investment decision-making in private assets. The second book, Flexibility: Flexible Companies for the Uncertain World is a comprehensive discussion of the structure, systems and strategies needed for companies to survive and succeed in an increasingly uncertain world. Prior to joining SRR, Mr. Eapen was a Founder and Chairman of the Board of Decision Options, LLC. - See more at: https://www.srr.com/professionals/gill-eapen#sthash.zBEyPsqj.dpuf
Daniel A. Farrell, Partner, PwC
Daniel Farrell, Partner in the Healthcare Practice of PricewaterhouseCoopers’ Transaction Services Group, is responsible for managing a wide range of merger, acquisition, and divestiture services for healthcare organizations. Dan has over eighteen years of healthcare strategy, operations, and finance experience that span the healthcare continuum across the biotechnology, pharmaceutical, clinical research, hospital, non-acute care settings, and managed care industries. Dan’s clients include many of the world’s largest private equity firms and prestigious healthcare organizations. Leveraging his strategic and operational background in healthcare, Dan delivers not only financial expertise but is also fluent in translating the nuances of the healthcare regulatory and reimbursement environments into financial terms regardless of the sector. Prior to joining PwC’s Transaction Services Practice, Dan was a Director in PwC’s Health Industries Advisory Practice where he advised multinational, clinical organizations on strategic, financial, and operational planning. Dan is a Certified Public Accountant and received his Masters in Business Administration from Pennsylvania State University. He is a member of the HealthCare Financial Management Association and the American Institute of Certified Public Accountants. Dan is a frequent speaker at academic and industry conferences on a variety of business issues impacting the healthcare industry.
Sarah Hannah, Partner, Bradley Arant Boult Cummings, LLP
From start-ups to publicly traded corporations, Sarah Clark Hannah provides a full range of transactional and strategic support to clients with matters involving mergers and acquisitions, joint ventures, private securities, venture capital, recapitalizations, and other corporate matters. In addition to Sarah’s corporate practice, she supports clients with their supply chain needs, including franchise and distribution matters. She is a partner in the Corporate & Securities Practice Group, and she handles transactional matters for the Healthcare Practice Group. Sarah’s practice focuses on the healthcare, food & beverage, and manufacturing industries. Growing up in an entrepreneurial household, Sarah is passionate about helping businesses succeed. She combines creativity with critical thinking to help her clients reach a practical solution that balances business objectives with legal risks. Sarah received her J.D. from Vanderbilt University Law School; and B.B.A from Belmont University.
Jim Harper, Chairman & Co-Founder, Reliant Behavioral Healthcare Corporation
Mr. Harper has over 35 years of experience in behavioral healthcare program and services development and operations. His broad experience in the behavioral healthcare space includes successful “turn-around” operations of individual facilities, as well as, large behavioral healthcare companies. Mr. Harper has extensive expertise in facility design and development which he has used to expand a number of private and publically-held companies throughout the US. In addition to his development and acquisition experience, he is known and recognized throughout the behavioral healthcare industry as an exceptional leader and manager of national multi-facility companies. In addition, he has served as the President and CEO of several of the most prestigious behavioral health care hospitals in the United States. Mr. Harper is known as one of the national leaders in the field of behavioral health care in the US.
Michael Hartman, Principal/Active Living, Capital Seniors Housing
Michael Hartman is responsible for CSH's Active Living platform, which focuses on investing in assets catering to residents who are Over 55. This opportunity includes acquiring and renovating existing assets, as well as developing new assets that are uniquely tailored to this community. Michael brings more than two decades of commercial real estate principal and advisory expertise to his role with CSH. Prior to joining CSH, Michael was director of Investments, Senior Housing for Cortland Partners focusing exclusively on Active Living assets. Over a two-year period, he executed six transactions totaling over 1,200 units and deployed $140 Million of capital. Prior to that, he ran the Real Estate Division of Cohn Reznick Capital Markets, providing services that included debt and equity financing, M&A advisory, due diligence, and strategic investment advisement. Michael's extensive experience also includes a previous stint with CSH where he was part of the team that launched the original effort in 2003. In the past, Michael served as Vice President for Sunrise Senior Living, Inc. and Deutsche Banc Alex Brown, respectively. Michael has also worked as an associate and analyst for Prudential Securities Incorporated and The Yarmouth Group, respectively. Michael began his finance career as a loan officer with Shawmut Bank in Boston, Massachusetts. Michael received his MBA in Finance and Real Estate from The Wharton School and holds his bachelor's degree in Economics from Connecticut College.
Russ Herakovich, Managing Director, Brightwood Capital Advisors
Russ Herakovich is based in Atlanta and leads the healthcare originations effort and covers the southeastern US for non-healthcare companies for Brightwood Capital Advisors. Russ has over 20 years of experience structuring and syndicating leveraged credit facilities, over 17 years of experience covering the healthcare industry and he has worked in the southeast for over 20 years. Prior to joining Brightwood, Russ headed up the Healthcare Finance team for Citizens Bank (formerly RBS Citizens). In this role, he oversaw the nationwide calling effort on companies in all sectors of the healthcare industry and healthcare private equity investors. The team originated debt financings and other capital markets products for Citizens Bank. Prior to Citizens, Russ worked for GE Capital Healthcare Financial Services (subsequently sold to Capital One) for 12 years and was responsible for a 6 person team which originated leveraged 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.
Brett Hickman, Optum
Brett comes to Optum with over 27 years of experience in the health care industry with payers, hospitals, academic medical centers, physicians, employers and life science organizations. Brett has extensive experience working with federal and state government agencies on health initiatives, both domestically and internationally. Prior to joining Optum in Jan 2017, Brett was CEO of Aetna/ProVenture leading Aetna’s strategy and execution of Provider/Payer Joint Ventures. Prior to Aetna, Brett was a Partner in PricewaterhouseCoopers, LLP (PwC) Health Industries Advisory Practice where he spent the past five years as the U.S. Deals Leader. He has extensive experience in mergers and acquisitions, affiliations, joint ventures, population health, and care management, including aligned incentives between payers and providers; and hospitals and physicians. Brett has deep experience building fully aligned and integrated payer/provider health plans and licensed insurance organizations. Brett founded PwC’s population health solutions and developed the practice (people, solutions and operating model). He also has significant experience in payer and hospital entity valuations, corporate (for-profit and not-for-profit) taxation, health care entity financial and operations turnarounds, including post-merger/acquisition/divestiture integration. Brett graduated from DePauw University in 1989 with a degree in Economics. In 1991, he graduated with honors from the University of Indianapolis obtaining his M.B.A. Brett obtained his Certified Public Accountant License in 1995 and his Certified Valuation Analysis Designation in 1997. He is licensed in Indiana and Illinois.
James C. Hoffman, SVP, Development, IASIS Healthcare Corporation
James (Jay) C. Hoffman is the Senior Vice President of Business Development for IASIS Healthcare, responsible for execution of the company’s overall development strategy. Mr. Hoffman has more than 35 years of healthcare management and investment experience, and has been involved with more than 80 acute care hospital transactions and numerous healthcare business investments in both domestic and international markets. Prior to IASIS he was the Senior Vice President of Acquisitions for Signature Hospital Corporation. From 1994 to 2006, he was a partner at both Richland Ventures and Coleman Swenson Hoffman Booth, Inc. – two venture capital firms focused on investing in early stage healthcare service, technology and medical device businesses. He previously served on the board of directors of a number of companies including Televox, Spinal Concepts, U.S. Healthworks, Lifetrust, Sleep Med Inc., and Harmony Health Plan. Hoffman started his career at Hospital Corporation of America where he spent more than 12 years in various business development leadership roles including Vice President of Acquisitions where he was responsible for numerous domestic hospital transactions and international M & A assignments. Hoffman has a M.B.A. from the Owen Graduate School of Vanderbilt University and a B. A. from Swarthmore College where he was a McCabe Scholar.
Hayley Hovious, President, Nashville Health Care Council
Hayley Hovious is the president of the Nashville Health Care Council. Prior to her appointment as president, Hovious served as the executive director of the Council Fellows, an initiative which seeks to engage, educate and inspire senior executives in health care. Prior to joining the Council staff, Hovious served as trade director at the Tennessee Department of Economic and Community Development where she developed and managed the states export program. She worked as a marketing manager for software startup, Consensus Point and before that as a brand manager at E.J.Gallo Winery in Modesto, Calif. A Nashville native, Hovious is a cum laude graduate of Smith College and has an M.B.A. from Vanderbilt University Owen Graduate School of Management. She was appointed by the U.S. Secretary of Commerce to serve on the Tennessee District Export Council, is a member of the Downtown Nashville Rotary and is on the board of Sister Cities of Nashville.
Angela Humphreys, Member, Bass Berry & Sims, PLC
As Chair of the Healthcare Practice Group, Angela Humphreys leads the firm’s national healthcare practice. With more than 20 years of experience, she has counseled national healthcare organizations on hundreds of transactions in the healthcare industry, including hospitals and health systems, health plans, surgery centers, physician practice management companies, laboratories and healthcare information technology companies, among others. She also leads interdisciplinary teams to provide clients with creative solutions to the operational and regulatory issues they face while working within an ever-changing, complex regulatory environment. Angela is known for providing business-minded, proactive advice and guidance to her clients. She is often cited by clients for her responsiveness and ability to understand the big picture. Her clients include private equity firms and their portfolio companies, publicly traded companies and nonprofit institutions. Angela's practice includes: Healthcare Mergers, Acquisition & Dispositions – Providing counsel in the acquisition and disposition of hospitals and health systems, health plans, surgery centers, outpatient service providers and other healthcare companies; and structuring of syndications, joint ventures and strategic investment opportunities; Contracting, Regulatory & Operational Matters - Advising clients on a wide range of operational, physician contracting, governance, disclosure and other regulatory matters; Healthcare Finance – Coordinating financing transactions, including public debt and equity, private placements of securities and private equity investments.
Sam Hutcheson, VP, Development, LifePoint Hospitals
Sam Hutcheson joined LifePoint Health in 2008 and is focused on helping LifePoint grow through acquisitions of hospitals, ambulatory surgery centers, imaging centers, physician practices and post-acute healthcare providers. Prior to LifePoint Sam worked as a consultant for AIM Healthcare. Sam advised hospital and payer clients in the New York Metropolitan area on options for enhanced communication and integration. Sam’s hospital clients included the Presbyterian/Columbia system, NYU, Mount Sinai, St. Luke’s, and St. Vincent’s. Prior to entering the healthcare sector, Sam worked as an Engineering Test Manager for the U.S. Army Aviation Engineering Directorate specializing in the AH-64 and OH-58 helicopter platforms. Mr. Hutcheson holds a Bachelor’s degree from the University of Tennessee and a Master’s degree in Business Administration from the Owen School at Vanderbilt University.
Matthew Johnson, Managing Director, Sowell & Co.
Mr. Johnson joined Sowell & Company in 2017 and is responsible for acquisitions, divestitures, and oversight of private equity investments focused in healthcare. Prior to joining the private equity group, Mr. Johnson was the CEO of Care Cycle Solutions, a Sowell & Company portfolio company. Earlier in his career, Mr. Johnson was the CEO of Health Bridge and an associate in Cerner Corporation’s London office. He received a degree in economics from Southern Methodist University.
Charles H. Klippel, Senior Vice President and Deputy General Counsel Health, Aetna
Charles H. Klippel, Senior Vice President and Deputy General Counsel Health, joined Aetna's Law Department in 1981. After a brief assignment as an investment attorney, he became the department's first full-time health lawyer. In that capacity, he supported Aetna's entry into the HMO market in 1982, the formation of the company's first PPOs a few years later and the development in 1986 of PARTNERS National Health Plans, the company's joint venture with Voluntary Hospitals of America. In 1988, Mr. Klippel joined the international law group within the Law Department, supporting the company's life insurance operations in Europe, Canada and Australia, as well as its entry into Taiwan, Malaysia, Hong Kong and other Asia markets. During this period, he also served as Chief Counsel for Aetna's global investment management network based in London and Hong Kong. Mr. Klippel returned to health law in 1992, supporting various business activities including network contracting, specialty products, new product development, and mergers and acquisitions. He served as lead counsel to Aetna's physician practice management business, as well as its early e-health initiatives. Following the acquisition of U.S. Healthcare in 1996, Mr. Klippel was appointed General Counsel of Aetna's International Division, where he also served as Chief Compliance Officer. In that capacity, he supported the development and operation of the company's life, health, pension and investment activities around the world. He served as a director of a number of the company's international businesses, and was the Chairman and Executive Manager of Aetna's health operations in New Zealand. In 2000, Mr. Klippel assumed his current role managing legal support for the company's health operations. Mr. Klippel is Adjunct Professor of Health Law at the University of Connecticut School of Law. He is a member of the Leadership Council of the Harvard School of Public Health and President of the Harvard-Radcliffe Club of Northern Connecticut.
Suzanne Koenig, President,
SAK Management Services LLC
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 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 offers proven proficiency in maximizing financial return and cash flow, while maintaining the highest standards of quality care. As a direct owner and operator, Ms. Koenig offers the practical perspective of the challenges and opportunities confronting Healthcare Providers in managing the changing dynamics of this industry. 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. Ms. Koenig also serves as an Officer and Director for several of the states long term- care provider associations. Ms. Koenig is the Co-Chair of the American Bankruptcy Institute’s (ABI) Health Care Insolvency Committee and Ms. Koenig is a Co-Chair for the Steering Committee of the Midwest Turnaround Management Association (TMA) Chapter. Ms. Koenig 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.
Jeff McDonald, CEO/Founder, Expression Health Analytics
Jeff McDonald is the CEO/Founder of Expression Health Analytics. Jeff has more than 20 years of technology, innovation and analytics experience. He combines vision, strategy, and practicality to create original, creative solutions. After many years in roles that produced business growth for other companies, Jeff’s passion for startups led him to return to his roots as an entrepreneur to found Expression Health Analytics. Prior to founding Expression Health, Jeff led innovation as Senior VP of Product and Platform Innovation at Evariant, a healthcare CRM platform. In that role, Jeff had strategic responsibility for analytics data warehousing, predictive analytics, marketing automation, and claims-based physician referral solutions. Before that, he was the National Director for Healthcare Market Innovation at Ricoh US Healthcare, and after the IKON acquisition of Ricoh, he led Healthcare Vertical Market strategy. At IKON, Jeff was responsible for developing the innovation roadmap for business transformation for Vertical Market Solution Sales and Services Portfolio Development enabling IKON to create a comprehensive growth and recurring revenue stream focused to technology service and software licensing. The portfolio consisted of healthcare provider segmentation and predictive modeling to identify best client candidates for revenue expansion and improved share of wallet. He has also spearheaded the development of a consulting group that involved lean healthcare and business process modeling and simulation and has been a presenter at numerous health care conferences. Jeff is a graduate of Ithaca College, NY with a BFA in Technical Theatrical Design. He is passionate about using analytics to help bring about transformative change to the business of health care.
Derek McLaren, Sr. Manager, Post-Acute Care, Lattimore, Black, Morgan & Cain PC
Derek McLaren is a Senior Manager and Lead Post-Acute Care Consultant. Derek focuses on post-acute care, working with providers to effectively respond to strategic, regulatory and reimbursement challenges. McLaren will also work with hospitals to develop post-acute care network strategies and focus on more coordinated less-costly continuum of care. The consulting team provides and works in concert with other areas within the firm to provide expertise and “real world” experience to augment the overall LBMC healthcare deliverable. McLaren is a highly accomplished healthcare leader and licensed nursing home operator with more than 25 years of experience with a focus in post-acute care finance and operations, health information technology, post-acute medical groups and post-acute network strategy. Prior to joining LBMC, McLaren served as founder and president of healthcare consulting company Danshire Healthcare. In that role, McLaren developed and provided implementation strategies for nurse practitioner programs in post-acute care settings, and consulted with post-acute care companies in the areas of turnaround management, liability and asset protection, operational improvement and capital restructuring. McLaren also created an innovative medical model for post-acute care centers.
Doug Mears, Advisory Services, 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).
Barry Mehlman, Partner, Loeb & Loeb LLP
Barry Mehlman is a corporate attorney whose practice covers a broad range of transactions with a focus on joint ventures, private equity investments, acquisitions, dispositions and venture capital. Mr. Mehlman regularly advises middle-market private equity sponsors and their portfolio companies in commercial contracts, corporate transactions and general corporate matters. Mr. Mehlman has represented clients in a variety of industries including healthcare, life sciences, manufacturing, technology, hospitality and construction. He has completed numerous healthcare transactions representing different participants in the industry including one of the nation’s largest integrated health systems, insurance companies, pharmaceutical manufacturers, healthcare technology companies and companies that provide services to the healthcare industry.
Steve Moore, Partner, 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.
Sean P. Murphy, Partner, Duane Morris LLP
Sean P. Murphy focuses his practice on commercial real estate acquisitions and sales, secured financings and legal functions relating to corporate governance and the legal administration of owned assets. His experience includes the establishment, acquisition, development, expansion, licensing, leasing, sale and legal management of a variety of commercial real estate assets; healthcare operating companies; assisted-living, skilled nursing and memory care facilities; medical office buildings; and specialty healthcare-related assets throughout the United States. He regularly represents his clients in the negotiation and implementation of transactions involving formation and governance of corporations and limited liability companies, construction, redevelopment, land acquisitions and dispositions, financings, leasing, 1031 exchanges, sale/leasebacks, large portfolio transactions, mergers and acquisitions and asset management. Mr. Murphy co-founded a Registered Investment Advisor business focused on healthcare real estate assets, Wakefield Capital Management, Inc., where he served as the General Counsel and Chief Compliance Officer and handled state and federal regulatory (SEC) compliance matters. Mr. Murphy is a 1989 graduate of Georgetown University Law Center. He earned a master's degree in real estate with a concentration in finance and development from Georgetown University in 2012 and a B.S.F.S. from Georgetown University in 1985.
Walter Olshanski, Director, PwC
Walter Olshanski works in the New York office of PwC Corporate Finance LLC. and covers the Healthcare sector with emphasis on payors and providers. Prior to joining PwC, Walter was a senior investment banker at KeyBanc Capital Markets Inc providing M&A, strategic advisory, valuation, and financing options services to the healthcare services sector. Prior experience includes senior roles at Cain Brothers, Morgan Keegan's Health Care Investment Banking Group (previously Shattuck Hammond Partners and now Raymond James), and Aetna's corporate development/M&A group. Walter has worked on several buy-side and sell-side transactions with total valuations of over $1 billion dollars and has extensive experience in completing valuations and strategic options assessments. Walter graduated with an MBA from the University of Rochester’s William E. Simon School of Business and a BA from Hofstra University.
Kevin Pascoe, EVP Investments & Acquisitions, National Health Investors (NHI)
Kevin Pascoe joined National Health Investors in June 2010. Kevin oversees NHI’s portfolio of assets, relationship management with existing tenants and conducts operational due diligence on NHI’s new investment opportunities. He has over 10 years of health care real estate background including his experience with General Electric - Healthcare Financial Services (2006 – 2010) where he most recently served as a Vice-President. With GE HFS he moved up through the organization while working on various assignments including relationship management, deal restructuring, and special assets. He also was awarded an assignment in the GE Capital Global Risk Rotation Program. Kevin holds a Master of Business Administration and a Bachelor of Business Administration in Economics from Middle Tennessee State University.
Nancy A. Peterman, Chair Chicago Restructuring & Bankruptcy Practice, Greenberg Traurig LLP
Nancy A. Peterman is Chair of the Chicago Restructuring & Bankruptcy Practice of Greenberg Traurig LLP. She focuses her practice on corporate restructurings, bankruptcy and creditors' rights law, and has a wide range of experience representing debtors, purchasers of assets, committees and secured creditors. Nancy’s practice concentrates on: Business restructurings, Creditor rights, Debtor rights, Distressed mergers and acquisitions, and Health law.
William Priester, Managing Director & Head of Corporate Healthcare Banking, Fifth Third Bancorp
Bill joined Fifth Third Bank’s National Healthcare Group in 2009 as a senior relationship manager and was promoted to Head of Corporate Healthcare Banking in 2013. Bill has executed numerous financial transactions during his 20 year healthcare banking career across a variety of healthcare sub-sectors including hospital and outpatient services, benefits management, life sciences and medical technology. He has advised numerous healthcare companies on lending solutions, interest rate and foreign exchange derivatives, loan syndication services, public and private bond issuances, public equity issuance, treasury management, investment management, asset securitization and other various financial products and services. Prior to Fifth Third Bank, Bill was a Managing Director in SunTrust Robinson Humphrey’s Healthcare Group for 10 years where he was also focused on executing similar financial transactions for healthcare companies. Bill graduated from the University of South Carolina with a M.B.A degree and from East Tennessee State University with a B.B.A. in Economics.
Jason 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 has raised over $250 million growth equity over multiple funds and deploys up to $25 million of equity per portfolio company. Jason board responsibilities include Polaris Hospital Company, an acute psychiatric hospital company which was sold to Acadia Healthcare, Trumpet Behavioral Health, a provider of behavioral and other therapies for those on the autism spectrum which was sold to a New York-based private equity firm and TrustPoint Rehabilitation, a sub-acute physical rehabilitation company which was sold to Ernest Health. HCP also has investments in a dermatology products company and healthcare-focused post-secondary schools. 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.
Keith Snider, Health Policy Director, Health Policy Source, Inc.
Keith Snider joined Health Policy Source, Inc. in 2005 and serves as the Health Policy Director. He provides client management and policy support on a variety of issues in the Medicare and Medicaid programs. In this position, Mr. Snider concentrates on monitoring legislative and regulatory activity, crafting policy memorandums and issue briefs, and providing legislative and regulatory analysis, as well as client advocacy services. Prior to joining the firm, Mr. Snider spent five years as a journalist with Bloomberg News in Washington, D.C., where he covered the hospital, managed care, and medical device industries, as well as Medicare payment issues, the new prescription drug benefit for seniors, and the emergence of employer concern over healthcare cost increases. Mr. Snider also appeared frequently on Bloomberg Radio and Television to discuss the impact of healthcare costs on U.S. businesses and the uninsured. While at Bloomberg, Mr. Snider was a member of the Association of Health Care Journalists, the White House Correspondents Association, the Senate and House Press Galleries, and the National Press Club. Before arriving in Washington, D.C., Mr. Snider worked as the lead healthcare journalist at The Tennessean in Nashville, covering such areas of interest as the for-profit hospital industry, healthcare venture capital investing in the Southeast, and efforts to reorganize TennCare, Tennessee’s Medicaid waiver program. Mr. Snider holds a Bachelor’s in German and Theology from Mount St. Mary’s College, and a Master of Arts in Religion from Yale University.
Todd Sorensen, Partner, VMG Health
Todd J. Sorensen is a managing director of the company. He specializes in providing valuation and transaction advisory services to the firm’s healthcare clients. He has acted as financial advisor in transactions with physician groups, acute care hospitals, health maintenance organizations, preferred provider organizations, diagnostic centers, ambulatory surgery centers, home health agencies, physical and occupational therapy centers, institutional pharmacies, retail pharmacies, and rural health clinics. Mr. Sorensen has also assisted buyers and sellers with purchase price allocations, including intangible asset valuations, for tax planning strategies and deferred taxation mechanisms. Prior to joining VMG Health, Mr. Sorensen was with the Financial Advisory Group of Ernst & Young. Mr. Sorensen played an integral role in the development of healthcare valuation services. Mr. Sorensen has assisted in the development of financial tools that allow clients to make better decisions concerning efficient deployment of capital. In addition, Mr. Sorensen has assisted clients in the development of innovative performance techniques that lead to increasing shareholder value. Mr. Sorensen holds an MBA degree and is a chartered financial analyst (CFA) candidate.
Ken Springer, President, Corporate Resolutions, Inc.
Kenneth S. Springer, a former FBI Agent and Certified Fraud Examiner, is Founder and President of Corporate Resolutions Inc. His clients include pension funds, FOF’s, family offices, private equity firms and other investors. He has conducted investigative due diligence and corporate investigations for over 35 years. Ken is the co-author of "Digging for Disclosure: Tactics for Protecting Your Firm's Assets from Swindlers, Scammers and Imposters" (released Jan. 2011). Prior to founding the firm in 1991, Ken was President of Bishops Services, Inc., an investigative firm in New York City. Still earlier, Ken was with the FBI in both New York and Pittsburgh from 75-87, focusing on white collar crime – internal/external bank frauds and wall-street related crimes. A graduate of Siena College, Ken is a frequent speaker and lecturer on investigative due diligence, risk management, corporate investigations, as well as what CEO’s and board members can do to prevent fraud. He is active with numerous industry organizations that promote risk management and due diligence. Ken has appeared on CNN, CNBC, FOX and Business News Network (BNN) as well as been interviewed by the New York Times, Wall Street Journal, The Street, Bloomberg and more over the years.
John Teasley, Managing Director, National Health Care Group, Wells Fargo & Company
John Teasley is a Managing Director in the National Healthcare Group, which provides both credit and non-credit based solutions to Healthcare companies with annual EBITDA up to $200 million. He joined Wells Fargo, and NHG in 2016 as a Senior Relationship Manager. John is responsible for servicing Healthcare clients in the South Region, which covers markets in Kentucky, Tennessee, Alabama, Mississippi, Louisiana, Texas, Oklahoma, Kansas, Missouri, and Arkansas. He is based in Nashville, TN. Prior to joining Wells Fargo, John served for 15 years in roles of increasing responsibility, working with Healthcare clients both as a calling officer and as a Senior Credit Officer at SunTrust Bank, Fifth Third Bank, and Capstar Financial. In this capacity, he has worked with both Healthcare operating businesses and Private Equity Groups investing in Healthcare, serving clients ranging from early stage, Venture Capital financed enterprises to publicly traded companies. Representative transactions have taken place in a variety of sectors that touch the industry through the services they provide, the products they develop and market to the space, or that provide technology solutions that enhance the Healthcare value chain. John graduated from the University of Memphis, with a BBA in International Business, and subsequently received his MBA from the Owen Graduate School of Management at Vanderbilt University.
John Nick Varnitski, Founder & CEO, Armada Labs
Nick Varnitski, Founder & CEO, Armada Labs is an entrepreneurial leader with a proven record of starting and growing several businesses in the IT arena over the last 15 years. He successfully built and continues to run Armada Labs, Prime Debt Soft and PayLine Direct, companies defining measurable goals, observing operations and financial plans to meet and exceed set goals. Armada Labs offers software development services for the Financial Services Industry as well as develops its own software products. It helps financial services companies build modern, secure and efficient software systems. As an Amazon AWS Consulting Partner Armada Labs is able to optimize the features and benefits of AWS Services for your business applications. Since 2002 they been helping companies in Financial Services verticals with technology solutions: ranging from system integrations and data conversions, through complete infrastructure planning.
Howard T. Wall, EVP & Chief Administrative Officer, RCCH Healthcare Partners
Howard T. Wall III is Executive Vice President, Chief Administrative Officer, General Counsel & Secretary of RCCH Healthcare Partners, a Tennessee based operator of 17 non-urban regional health systems in 13 states. At RCCH Mr. Wall has responsibility for legal, corporate governance, risk management and human resources activities at the company and is heavily involved in its acquisition and development activities. Mr. Wall joined RCCH , which prior to its merger with Capella Healthcare in May of 2016 was known as RegionalCare Hospital Partners, in June of 2011. Prior to joining RegionalCare in 2011 Mr. Wall held senior management positions with Capella Healthcare and Province Healthcare and earlier in his career practiced law at Waller Lansden Dortch & Davis in Nashville, Tennessee. Mr. Wall has been very active in professional associations and bar activities. He has served the American Bar Association in a number of capacities, including serving as Health Law Section Chair, Section Delegate to the ABA House of Delegates, Sponsorship Committee Chair and as a member of other Section Committees. Within the greater ABA, Mr. Wall has served as Section Officer’s Conference Liaison to the ABA Standing Committee on Membership, Health Law Section Liaison to the Special Committee on Disaster Response and Preparedness, and as a member of the ABA Task Force on Federal Agency Preemption of State Tort Law. He currently is the Chair of the ABA Standing Committee on Medical Professional Liability.
Mr. Wall is a member of the Tennessee Bar Association and is a past officer of the TBA Health Law Section. He is a member of the American Health Lawyers Association and is past Chair of the Nashville Bar Association Health Law Committee. Mr. Wall is a member of the Board of Governors of the Federation of American Hospitals, an investor-owned hospital industry group based in Washington, D.C. and he is a past Chair of the Legal and Operations Policy Committee of the Federation. He also serves as a member of the Editorial Board of the BNA Health Law Reporter. In addition to practicing law Mr. Wall has served as an adjunct professor of health law at Washington and Lee University School of Law in Lexington, Virginia. Mr. Wall received his B.A. degree from Trevecca Nazarene University, Nashville, Tennessee in 1980, and his J.D. degree from Washington & Lee University, Lexington, Virginia in 1983.
Brian Webb, Founder/Past President & CEO, Patients First Medical Center
Brian S. Webb has devoted his entire business career to the healthcare field since graduating from Michigan State University. He is truly one of the original entrepreneurs who had the vision and the persistence to develop, manage and own numerous medical facilities with physician partners. With 30 plus years as a CEO with Urgent Care/Family Practice/Occupational and Corporate Medicine, he truly has the leadership and operational expertise to create exceptional facilities. He has established himself as one of the most focused leaders in a highly competitive and demanding medical field. While holding a real estate license for over 40 years, he has continuously focused his efforts on property ownership in which to operate his medical centers. His comprehensive real estate experience has significantly contributed to the ability to provide proper site selection, building design and construction management and has been the catalyst for expansion. His passion to accumulate and own real estate while expanding their medical business has allowed the opportunity for his physician partners to build equity while focusing on treating patients. In just the last 9 years alone his group had over a million patient visits. He is truly a man on a mission to provide a positive work environment, maintain a dedicated staff and treat every patient with extraordinary care in a facility that he and his physician partners owned. Mr. Webb has national experience in opening and operating Healthcare Facilities. From Michigan to Florida and from New Hampshire to Texas, he has pursued the expansion of medical opportunities.
Joe Weisenburger, VP, Senior Housing Business Development., Welltower Inc.
Joseph Weisenburger serves as the Vice President of Seniors Housing for Welltower. Mr. Weisenburger has been involved in underwriting, originating and investing in Senior Housing with a specialization in Continuing Care Retirement Communities (“CCRCs”). Prior to focusing on CCRCs, Mr. Weisenburger led the underwriting of Senior Housing at Health Care REIT. Prior to joining the company, Mr. Weisenburger was an investment analyst for Northwest Ohio Venture Fund, responsible for the evaluation and underwriting of private debt and equity investments in small Midwestern based companies. Mr. Weisenburger earned an MBA from the Fischer College of Business at The Ohio State University and an undergraduate BS from Miami University.
Adam Zeiger, Senior Investment Officer, Care Capital Properties, Inc.
ADAM R. ZEIGER is the Senior Investment Officer for Care Capital Properties (NYSE: CCP), a ~$4 billion healthcare REIT focused primarily on the post-acute sector. Adam has led business development and acquisitions for CCP since its spin from Ventas, Inc. (NYSE: VTR) in August, 2015. Prior to joining Care Capital Properties, Adam was Senior Vice President, Originations at GE Capital, Healthcare Financial Services, one of the leading lenders to the seniors housing and long-term care industry. Having started in 2006, his time at GE included positions in several other capacities, including underwriting and portfolio management. In his originations role, Adam was responsible for sourcing and structuring transactions based in the Southeast and Mid-Atlantic United States, where he successfully originated over $2.8 billion of on balance sheet loans. Adam began his career with five years as an investment analyst at Welltower (formerly known as Health Care REIT, Inc.) in Toledo, Ohio. Adam has a Bachelor of Science in Business Administration from The Ohio State University and an MBA from the Robert. H. Smith School of Business at the University of Maryland – College Park.