Investment and M&A Opportunities in Healthcare

June 7 - 8, 2017

Loews Vanderbilt Hotel

Nashville, TN

Speaking Faculty:

A limited number of speaking opportunities are available. To apply to become a member of the speaking faculty, please JOIN OUR FACULTY. Or for more information, please contact:

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


2017 Speaking Faculty:

Jim AgnewJim 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.


Warren BeckWarren Beck, Healthcare Advisory Services Leader, Crowe Horwath



Neville BilimoriaNeville 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 CaineMatthew 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).


Matt DawsonMatt 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.


Daniel A. FarrellDaniel 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.


Jim HarperJim 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.


Russ HerakovichRuss 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.


James C. HoffmanJames 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 HoviousHayley 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 HumphreysAngela 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.


Matthew JohnsonMatthew 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 KlippelCharles Klippel, VP and Deputy General Counsel, Aetna



Doug MearsDoug 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).


Steve MooreSteve 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. MurphySean 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 OlshanskiWalter 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 PascoeKevin 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.


Patrick SimersPatrick Simers, Managing Director, Principle Valuation
Mr. Simers has extensive experience in serving the valuation needs of the healthcare industry. He has valued all tangible and intangible assets associated with healthcare enterprises, including the capital stock of majority and minority share holdings; medical specialty and physician joint ventures; fee simple, leased fee, and leasehold interests in real estate for hospital systems; standalone hospital campuses and medical office buildings; major and minor movable equipment; certificates of need; contractual agreements; and preferred provider arrangements. Specific healthcare enterprises appraised include acute care hospital facilities, LTACH hospitals, psychiatric hospitals, rehab hospital facilities, single physician practices, multi-specialty practices, cath labs, diagnostic centers, cardiac care practices, home health agencies, nursing homes, assisted living facilities, and medical office buildings. Mr. Simers has performed fair market value studies for purchase, sale, or financing; merger and acquisition consulting; negotiation of purchase price; fairness opinions; purchase price allocations; financial reporting; SEC reporting; Medicare regulatory requirements; Safe Harbor requirements; and 501(c)(3) private placement offerings. Mr. Simers began his appraisal career with Valuation Counselors in 1982 and held various consulting, business development, and management roles, including four years as president of Valuation Counselors, leading up to its merger with CBIZ Inc. Most recently, Mr. Simers has served as the National Director for Healthcare Services for American Appraisal Associates where he spearheaded the development of healthcare services for this international appraisal firm. Mr. Simers is Executive Vice President for Principle Valuation. He is responsible for the development and overall business plan for Principle Valuation’s consulting and appraisal services to for-profit, nonprofit, and public healthcare providers. Mr. Simers is located in Principle Valuation’s Atlanta office.


Keith SniderKeith 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.


Ken SpringerKen 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.


Adam ZeigerAdam 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.

Event Details
What: Investment and M&A Opportunities in HEALTHCARE
Why: Where Healthcare Executives, Investors & Deal-Makers Meet
When:
Where: Loews Vanderbilt Hotel,
Nashville, TN
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