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


2016 Speaking Faculty Included:

Donald A. AdamDonald A. Adam, Chief Corporate Development Officer, Adeptus Health LLC
Don Adam was named Chief Corporate Development Officer for Adeptus Health in November 2013. Adeptus Health (NYSE:ADPT) is a new holding company focused on premier healthcare organizations. In his role, Don is responsible for the development of hospital partnerships as well as mergers/acquisitions. Adeptus Health has an innovative model to provide health systems with patient-centric ambulatory care solutions. Adeptus uses their capital to design and build ambulatory care facilities in retail oriented neighborhood locations, which are branded with the partner health system name. Leading systems are choosing to partner with Adeptus due to their exemplary Press Gainey patient satisfaction scores (>98% for the past two years), access to capital (Adeptus Health is a New York Stock Exchange traded company NYSE:ADPT), retail real estate expertise (75+ locations in multiple states), speed to market (locations come on-line within 8-12 months), and the opportunity to increase patient access and market share with minimal to no liquid capital investment from the partner. Recent Adeptus partnerships include Dignity Health, University of Colorado Health, and Ochsner Health System. Prior to joining Adeptus Health, from 2011-2013 Don was the Chief Development Officer for LHC Group (NASDAQ:LHCG), a leading national provider of post-acute healthcare, including home health, hospice, LTACH, and community based healthcare services. From 1999-2011, Mr. Adam led the corporate development efforts for RehabCare, Inc. (NYSE:RHB), a $1.4 Billion post-acute healthcare company. RehabCare owned and operated acute rehabilitation & LTAC hospitals, and provided inpatient and outpatient rehabilitation management services to hospitals and skilled nursing facilities. RehabCare was acquired by Kindred Healthcare (NYSE:KND) in 2011. Mr. Adam holds a BS in finance from Penn State, and an MBA from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. He enjoyed 10 successful years in corporate banking before making the transition to health care.


Jim AgnewJim Agnew, VP Corporate Development & Acquisitions, Tufts Health Plan
Jim Agnew brings to the healthcare industry 30 years of executive leadership with a unique blend of hospital operations, financial, and corporate development expertise that has been tested in both the not-for-profit and investor-owned segments of the healthcare industry. His efforts remain focused on supporting health systems managing the jump from “strategic intent to activation.” Jim is responsible for expanding Tufts Health Plan growth strategy through joint ventures with US health care system and key industry acquisitions aligned with Tufts Health Plan mission and growth initiatives. Jim leads the Tufts Health Plan investment team in  identifying, assessing and implementing investment and acquisition opportunities with companies across multiple health care sectors related to health plan design and effectiveness, 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, Partners Healthcare, BJC Healthcare, Cedar’s Sinai, Adventist Health System, Yale-New Haven Health and VHA, Inc. His portfolio of transactions include transactions 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. Jim 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. He is a frequient guest speaker at ACHE and HFMA industry forums and serves as a guest lecturer at Duke University and John Hopkins University. He is board certified in healthcare administrations and is a Fellow in the American College of Health Care Executives. Jim received his undergraduate degree from Villanova University and MBA from Seton Hall University.


Peter A. AmbrosePeter A. Ambrose, Jr., PhD, MBA, CEO, MindCare Solutions
Peter A. Ambrose, Jr. PhD, MBA is the Chief Executive Officer for MindCare Solutions. Prior to joining MindCare Solutions, Dr. Ambrose was the Regional Vice President of Behavioral Health for Anthem Blue Cross Blue Shield and was responsible for Enterprise Operations of Behavioral Health benefits for 20 million members.   Prior to joining Anthem in 2002, Dr. Ambrose was Vice President of Behavioral Health for the Barnes Jewish Christian Health System in Saint Louis and was Director of Behavioral Health for Blue Cross Blue Shield of Missouri. Dr. Ambrose is a licensed Psychologist whose training has centered on Pediatric Psychology and Pediatric Neuropsychology.  Dr. Ambrose’s clinical background includes appointments as Associate Professor at the University of Arkansas for Medical Sciences and at the Washington University School of Medicine in Saint Louis in the Departments of Pediatrics, Neurology and Psychiatry. Dr. Ambrose’s clinical career is highlighted by his practice at the Arkansas Children’s Hospital in Little Rock, and The Saint Louis Children’s Hospital, where his duties focused on Consultation Liaison services. Dr. Ambrose completed his PhD at the University of Missouri –Columbia and a MBA at the Olin School of Business at Washington University in Saint Louis.


Thomas BartrumThomas Bartrum, General Counsel, Privia Health
Thomas joined Privia Health as General Counsel after serving as outside counsel to Privia for several years. Thomas brings over 22 years of experience with significant knowledge around building provider networks, integrated delivery systems and ACO’s. Prior to joining Privia, Thomas was a partner in the Nashville office of Baker Donelson where he concentrated in the areas of health care regulatory matters, transactions, and fraud and abuse investigations. During that time he also assisted Privia Health with strategy development, provided legal and health care regulatory counsel, helped bring physicians into Privia, provided deal architecture to comply with business objectives and legal restraints, and addressed payer concerns. Thomas also enjoys participating in many national speaking opportunities, covering topics surrounding health care regulatory, reimbursement, and transactional matters. Bartrum’s legal skills have been repeatedly recognized by his peers including inclusion in Chambers USA’s Leading Business Attorneys (Band 1: health care regulatory), Best Lawyers in America, Super Lawyers and Best of Bar. Bartrum was also the founding co-chair of the American Health Lawyers’ Association’s ACO Task Force and served in that role for three years.


Scott BoothScott Booth, Director, BlackRock - US Private Capital
Mr. Booth is a Director at BlackRock. Mr. Booth joined BlackRock Capital Investment Corporation’s former advisor in 2006 and is responsible for evaluating and originating new deal opportunities, with a focus on transactions within the health care sector, as well as monitoring current portfolio companies. Previously, Mr. Booth was a Principal at Park Avenue Equity Partners, a middle market private equity fund. During his four years at Park Avenue Equity Partners, his responsibilities included portfolio company oversight, performing due diligence, developing deal structures, and generating deal flow. Formerly, Mr. Booth was an Associate at Deutsche Bank in its Health Care Investment Banking Group. He worked on the execution of equity, debt and M&A transactions. Mr. Booth began his career at PricewaterhouseCoopers as a Management Consultant. Mr. Booth received his B.S. in Finance, with a concentration in financial accounting, from The Pennsylvania State University.


Danny BundrenDanny Bundren, VP, Mergers & Acquisitions, Surgery Partners
Mr. Bundren brings more than 25 years of financial management experience to Surgery Partners and has an extensive background in health system joint ventures, structuring partnerships, and physician relationships, as well as surgery center operations. Previously he served as a Chief Financial Officer in telecommunications, adult day care services, and physician practice management companies as well as a senior management position with a national accounting firm. Mr. Bundren received his bachelor’s degree in accounting, master’s degree in business administration and Doctorate of Jurisprudence all from the University of Tennessee. He is a member of the American Institute of Certified Public Accountants and the American Bar Association. He is also a frequent lecturer at national and state ambulatory surgery center meetings.


Matthew M. CaineMatthew M. Caine, CFA, Managing Director, SOLIC Capital Advisors
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).


Otto CampoOtto Campo, Executive Partner, Comvest Partners
Otto is an experienced executive in the healthcare services sector, specifically with Medicare Advantage global risk contracting, correctional healthcare, home healthcare and hospitalists groups. Otto is part of the investment team responsible for sourcing and portfolio company oversight. Prior to Comvest, Otto was President and a shareholder of MCCI Group Holdings, a $1.5 billion global risk provider to large health plans throughout the United States. He has also served as an executive and strategic advisor to Armor Correctional Healthcare, Atenda Home Health and Florida Acute Care Services amongst others. He currently serves as Executive Chairman of AxisPoint Health which is a care management services provider to over 95 health plans across 24 states. In addition, he serves on the Board of Directors of D & S Community Services which is a provider to the intellectually disabled population. Otto began his career at KPMG. Otto received a B.A. in Accounting and an M.B.A. Summa Cum Laude from the University of Miami.


Thom CucciaFrank Carsonie, Esq., Partner, Chair of Healthcare & Life Sciences, Benesch, Friedlander, Coplan & Aronoff, LLP
Frank Carsonie is Chair of the firm's Health Care Practice Group and a member of the Corporate & Securities Practice Group, as well as a member of the firm's Executive Committee.  Mr. Carsonie's practice focuses on counseling individuals and entities engaged in the health care industry on business transactions and regulatory matters. Mr. Carsonie is also experienced in advising individuals and entities including public and private for-profit and non-profit companies on organization, reorganization, mergers and acquisitions, divestitures, strategic alliances and joint ventures, capital financings including private equity and venture capital funding, corporate governance, negotiation, drafting and enforcement of contracts and general business counseling.


J. Andrew (Andy) CowherdJ. Andrew (Andy) Cowherd, Managing Director, England & Company
Andy Cowherd has over 35 years of investment banking and private equity investing experience focused on the healthcare sector. In these roles, he has completed a wide range of M&A and strategic advisory assignments, as well as numerous private and public financings, as both an advisor and principal. Prior to joining England & Company in 2015, Mr. Cowherd was a Managing Director of Healthcare Investment Banking at Mesirow Financial. He also served as a Managing Director at Peter J. Solomon Company, Salomon Brothers, and BT Securities / Bankers Trust Co. In addition, Mr. Cowherd was a founding member and General Partner of Atlantic Medical Capital, LP, a private equity firm focused on the healthcare industry. Mr. Cowherd earned his AB from Princeton University and his MBA from the Stanford University Graduate School of Business.


Thom CucciaThom Cuccia, Managing Director, Altegra
Thom Cuccia is the Managing Director of Altegra's national healthcare valuation and transaction group. The group provides business enterprise valuation of equity or intangible assets of operating companies including hospitals, surgery centers, imaging center, rehabilitation centers, dialysis center, and physician practices. Thom’s group also provides compensation valuation specific to hospital-physician relationships including management agreements, employment, equipment leasing, collection guarantees, call coverage, and medical directorships.


Doug EmeryDoug Emery, Implementations Leader, HCI3 (Health Care Incentives Improvement Institute)
Thom Cuccia is the Managing Director of Altegra's national healthcare valuation and transaction group. The group provides business enterprise valuation of equity or intangible assets of operating companies including hospitals, surgery centers, imaging center, rehabilitation centers, dialysis center, and physician practices. Thom’s group also provides compensation valuation specific to hospital-physician relationships including management agreements, employment, equipment leasing, collection guarantees, call coverage, and medical directorships.


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.


Bill GriffinBill Griffin, Chief Financial Officer, AxisPoint Health
Bill Griffin is a seasoned financial executive, having spent the last thirty years in various industries such as healthcare IT, professional services, pharmaceutical and medical instrumentation. Prior to joining AxisPoint Health as CFO, Mr. Griffin was CFO of Seniorlink, a venture-backed healthcare services and platform company serving individuals living in the community. Prior to Seniorlink, he held similar roles in finance with increasing responsibilities over his career. Mr. Griffin received his BSBA in accounting from Suffolk University, an MBA in International Business from Bentley University, and a Masters in Taxation from Bentley University. He is a Certified Public Accountant.


Owen GrohmanOwen Grohman, Director of Services, Worldwide Supply
Owen Grohman is the Director of Worldwide Supply’s rapidly growing Services Division, responsible for all aspects of Services strategy, implementation, and quality.  Mr. Grohman was one of the architects of the services division for Tempest Telecom Solutions, one of the premier wireless integrators in the Wireless Telecommunications industry. Grohman built relationships, negotiated contracts, and oversaw execution of several multi-million dollar infrastructure projects for some of the largest service providers in the World. Since joining Worldwide, Grohman has focused on growing the Enterprise Healthcare and BioTech business unit, which currently provides network integration, maintenance support, and cloud-based services to some of the largest firms in the US.


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.


Kenneth HawkinsKenneth Hawkins, SVP Acquisitions and Development, Community Health Systems
Kenneth D. Hawkins joined CHS in 1997 as Vice President of Acquisitions and Development. Formerly, he was Vice President of Development at Champion Healthcare and CFO of Amerihealth, Inc., later acquired by Champion. Hawkins has more than 28 years of healthcare experience and more than 38 years of financial experience. A CPA, Hawkins has an extensive background in hospital acquisitions, development and finance.


Brett M. HickmanBrett M. Hickman, CEO, ProVenture (an Aetna Company)
Brett Hickman is CEO of ProVenture from Aetna, directly responsible for developing new joint venture opportunities with key strategic providers. Brett comes to Aetna with over 25-plus years in the healthcare industry with payers, hospitals, academic medical centers, physicians, employers, & pharma life science organizations. Prior to joining Aetna in August 2015, Brett was a Partner in PricewaterhouseCoopers, LLP (PwC) Health Industries Advisory Practice where he spent the past 5 years as the US Deals Leader. He has extensive experience in mergers & acquisitions, affiliations/joint ventures, population health & care management, including “Aligned Incentives” between payers & providers and hospitals & physicians. Brett has deep experience nationally building fully aligned and integrated payer/provider health plans and licensed insurance organizations. He also has significant experience in payer & hospital entity valuations, corporate (for-profit and not-for-profit) taxation, healthcare entity financial and operations turnarounds, including post-merger/acquisition/divestiture integration. Brett graduated from DePauw University in 1989 with his degree in Economics. In 1991, he graduated with honors from the University of Indianapolis obtaining his M.B.A. In 1995, Mr. Hickman obtained his Certified Public Accountant License and Certified Valuation Analysis Designation in 1997. He is licensed in Indiana and Illinois.


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.


Matthew JonesMatthew Jones, Partner, Duane Morris LLP
Matthew C. Jones concentrates his practice in the areas of healthcare and corporate law. His healthcare practice is focused on counseling clients such as hospitals, health systems, physicians, practice groups, pharmaceutical companies and other service providers on various aspects of healthcare transactions, such as mergers and acquisitions, the formation of joint ventures, licensure and regulatory issues and tax issues affecting both nonprofit and for-profit entities. Mr. Jones also provides advice to clients on transactional, corporate governance and general contractual matters. Mr. Jones was named a "Rising Star" in Health Care by Pennsylvania SuperLawyers from 2005 through 2007, and was recognized by Nightingale's Healthcare News as one of the Outstanding Young Healthcare Lawyers of 2004. Mr. Jones is admitted to practice in Pennsylvania, New Jersey and Massachusetts. Mr. Jones is a 1995 summa cum laude graduate of Temple University School of Law and a graduate of Lafayette College (B.S., Chemical Engineering).


Alex KesselAlex Kessel, Vice President, Baird Capital
Alex Kessel focuses on investment opportunities in the Healthcare sector. Alex serves as a board member of Workforce Insight and Alpha Source, Inc., and is actively involved with MedPlast. Prior to joining Baird Capital's U.S. Private Equity team in 2011, Alex was a Senior Associate with Willis Stein & Partners, a middle-market private equity firm focused on buyouts in the Healthcare, Business Services, Education and Manufactured Products sectors. Before Willis Stein, Alex was with Bear, Stearns & Co. Inc. in the technology, media and telecom investment banking group. Alex was also a co-founder of Lincoln Renewable Energy, a successful renewable energy development platform. Alex is involved with Big Brothers Big Sisters Chicago and is on the NorthShore University HealthSystem associate board. Alex received an MBA from the University of Chicago Booth School of Business with concentrations in finance, entrepreneurship & strategic management and a BS from the Kelley School of Business at Indiana University, graduating with distinction.


David KlementsDavid Klements, CEO, Qualifacts Systems, Inc.
Serving in the President/CEO role since 2006, David Klements successfully led the company’s turnaround and corporate restructuring, transforming a once failing professional services business into a leading Software-as-a-Service (SaaS) provider. Through his leadership and vision, the company’s customer base grew by 1000%, earning Qualifacts a place among the fastest growing companies in America three years in a row, according to the Inc. 5000. Under his direction, Qualifacts received the 2011 Company of the Year Award from the Nashville Technology Council and is now the top software partner in behavioral health. Prior to leading Qualifacts, David acquired 19 years of experience in management and sales, previously serving as the Vice President of SunGard Availability Services and General Manager of Inflow, later acquired by SunGard. Graduating from the University of Wisconsin, he has also completed programs at the University of Madrid in Spain and the Kellogg School of Management at Northwestern University. David currently serves as the Board Chair on the Executive Committee for the Nashville Technology Council and has been honored with the 2011 NEXT Entrepreneur of the Year award.


J. Gabriel McGlameryJ. Gabriel McGlamery, J.D., Senior Health Care Policy Consultant, Center for Health Policy, Florida Blue
Gabriel McGlamery is responsible for analyzing, influencing, and finding solutions for federal regulatory policy issues as part of Florida Blue’s Government Relations Team. Prior to joining Florida Blue in 2012, Gabriel worked on ACA-related rulemaking for the Center for Consumer Information and Insurance Oversight (CCIIO) at HHS and implementation. His work focused on the Essential Health Benefit Package and insurer oversight. Mr. McGlamery graduated with honors from the University of Connecticut School of Law was editor-in-chief of the Connecticut Insurance Law Journal. While he does not work as legal counsel for Florida Blue he continues to be licensed to practice law in the state of Connecticut.


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).


Kevin MillerKevin Miller, Partner, McDermott Will & Emery LLP
Kevin L. Miller is a partner in the law firm of McDermott Will & Emery LLP and is based in the Firm’s Chicago office.  Kevin represents private equity sponsors and their portfolio companies with respect to complex transactions, including leveraged buyouts, in the health services and life sciences industries.  Kevin also represents publicly-traded health care companies, academic medical centers and health systems with respect to mergers and acquisitions, debt and equity investments, strategic affiliations and joint ventures.  As a transactional lawyer with extensive health regulatory expertise, Kevin routinely counsels clients in evaluating health care industry trends and investment opportunities. He has the unique knowledge and experience critical to the efficient and successful structuring and negotiation of transactions involving health care companies. Kevin’s industry focus also means that clients receive seamless legal counsel regarding the complex strategic and operational issues facing health care providers and investors throughout the investment life cycle. Having advised clients with respect to transactions, affiliations and investments in businesses and operations throughout Europe, Asia, Africa, South America and North America, Kevin also has the knowledge and experience necessary to successfully advise clients with respect to cross-border transactions, foreign hospital project investments and multi-national clinical operations. Kevin has been recognized as a Super Lawyers Rising Star in Health and Mergers & Acquisitions since 2013. Kevin received his J.D. from Cornell Law School and his B.A. from Northwestern University.  Kevin is a member of the American Health Lawyers Association and admitted to practice in Illinois.


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.


Kevin PascoeKevin Pascoe, EVP Investments, 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.


Michael PhillipsMichael Phillips, CEO, Kentuckiana Medical Center
Michael Phillips, MBA, currently serves as CEO of Kentuckiana Medical Center. In his first year Mr. Phillips was responsible for leading the hospital out of bankruptcy by expanding hospital services, opening an ER, and expanding beds. This resulted in increasing top line revenue, improving operational cash flow by over $700 thousand a month and the hospital was named, “The #1 out of 15 hospitals in the Louisville area for patient safety”. Mr. Phillips co-founded the Galichia Hospital Group, a highly successful hospital management and development company. In 2012, Mr. Phillips was a key member of the team that negotiated the sale of Galichia Heart Hospital to HCA. Before joining Galichia, Mr. Phillips served as Chief Financial Officer of Athletes for Life Foundation a non-profit organization. Mr. Phillips was a partner and senior analyst at Zeff Capital Partners, a hedge fund, specializing in valuation and ownership of public companies and real estate. Mr. Phillips also served as Budget Officer for the City of Aspen, Colo., where he developed and managed the city’s annual operating and capital budget. Mr. Phillips is currently a member of the ASI Healthcare Capital Fund strategic advisory board, a private equity fund focused on independent healthcare provider organizations.


Neil PickettNeil Pickett, Executive Director, Strategy, Policy and Market Analytics, Indiana University Health
Neil Pickett is Executive Director, Policy, Planning and Outreach at Indiana University Health. He is responsible for managing IU Health’s system-wide and regional strategic planning processes. In addition, he also provides assessments of the impact of federal and state healthcare policies on the IU Health system and the Indiana University School of Medicine, and leads the development of IU Health’s positions on key health policy issues. Mr. Pickett also serves as chief of staff of the IU Health Accountable Care Organization (ACO). Prior to joining IU Health in January 2009, Mr. Pickett served for four years as Senior Policy Director in the Office of Indiana Governor Mitchell E. Daniels, Jr. Mr. Pickett was responsible for the development and implementation of the Governor’s policy and legislative agendas, as well as for managing liaison activities between the Governor’s Office and the Executive Branch agencies. He also served as the Governor’s liaison to Indiana’s colleges and universities, and was director of the state’s Information for Indiana data project. Before joining the Governor’s office, Mr. Pickett worked for 10 years at Eli Lilly and Company, the Indianapolis-based pharmaceutical company. Mr. Pickett held a number of corporate affairs and corporate strategy positions at Lilly, and his career there included assignments in London, England and Washington, D.C. Before joining Lilly in 1995, Mr. Pickett worked at the Hudson Institute, a public policy research organization, or “think tank.” Mr. Pickett began his career at Hudson as research assistant to the Institute’s founder, Herman Kahn, and then served in a number of research and research management positions, culminating in his appointment as Hudson’s Director of Research in 1992. Before joining Hudson, Mr. Pickett spent two years working as a journalist for the New Republic and the National Law Journal. Mr. Pickett holds a B.A. (summa cum laude) from Brandeis University, and an M. Phil. in International Politics and Economics from Oxford University (St. Antony’s College). He has also studied at the Sorbonne in Paris.


MaryEllen PickrellMaryEllen Pickrell, Partner and Co-Leader, Corporate Practice Group, Waller Lansden Dortch & Davis
When acquiring hospitals, healthcare facilities or physician practices, healthcare companies and hospital systems value MaryEllen Pickrell's insight into the business side of transactional matters. With a strong corporate background, MaryEllen provides real-world, strategic advice to companies on structuring myriad complex transactions in compliance with healthcare regulatory laws. MaryEllen advises providers on alignment strategies including the acquisition and divestiture of healthcare facilities, joint ventures with health systems, physicians and other healthcare providers, physician practice acquisitions, and regulatory issues. Her extensive experience includes acquisitions of tax-exempt facilities subject to state attorney general review; purchases of distressed facilities; joint ventures of hospital systems; acquisitions of facilities in competitive situations; and acquisitions of physician practices. Her ability to handle client transactions from both financial and legal standpoints has made her a trusted advisor to CEOs, Generals Counsel, and development officers seeking to increase market share or expand into new regions. Best Lawyers recognizes MaryEllen for her work in corporate law.


Patrick PilchPatrick Pilch, Managing Director, National Healthcare Advisory Leader, BDO Consulting
Patrick D. Pilch leads BDO’s National Healthcare Advisory Practice, its Center for Healthcare Excellence & Innovation. He has more than 25 years of healthcare, financial services, operational management and restructuring experience and provides strategy, business transformation, interim management, M&A advisory, restructuring, turnaround, and performance improvement services to assist organizations and their stakeholders. Advising nonprofit, for profit and public healthcare organizations on strategic, turnaround and performance improvement, he conducts operational and financial assessments, develops future state models and roadmaps, and implements alignment strategies across the continuum of care to improve quality and delivery. He has served as a strategic advisor to hospitals, boards, foundations, and healthcare systems in matters involving mergers, acquisitions, divestitures, real estate holdings, and other assets and restructurings. Mr. Pilch previously held senior leadership roles in Healthcare Advisory at PWC LLP and Alvarez & Marsal. He also led finance and operations at a technology firm, managing general accounting and M&A activity, and served as interim CFO and COO at a hospital emerging from bankruptcy, through its retention of state licensure and securement of deemed CMS status and Joint Commission accreditation. Formerly Vice President of Managed Care and New Business Development at North Shore-LIJ Health System, he also served in financial advisory services and finance positions while at Greenwich Capital Markets Inc., Salomon Brothers, Inc., and Peat Marwick. Mr. Pilch began his career providing investment banking, structured finance, financial reporting, insurance, healthcare, and bank audit services. He is a member of the American Institute of Certified Public Accountants Healthcare Financial Management Association. He received his M.B.A., Columbia School of Business and B.S., Accounting, from Fairfield University.


Ameeth SankaranAmeeth Sankaran, Partner, 2M Companies
Ameeth runs private equity and venture investing for 2M (the family office of Morton H. Meyerson) and invests in health care and technology companies.  He sits on the Board of 8 companies,most are at the intersection of health care and technology.  These include Picmonic (Healthcare education technology), Therabracelet (Wearable healthcare technology) and is an advisor to Elemental Machines (IoT Healthcare technology) among other companies. Prior to 2M, Ameeth spent over eight years at The Boston Consulting Group focused on helping drive revenue acceleration for global companies. Earlier in his career, he started a software company focused on recruiting.  Ameeth received his B.S. in Mechanical Engineering from The University of Texas at Austin and his M.B.A. from Columbia Business School in New York.


Jay ScannellyJay Scannelly, VP Strategic Pricing & Analytics, HCA
As Vice President of Strategic Pricing and Analytics for HCA, Jay Scannelly is responsible for all employed and network physician payer relationships across HCA’s U.S. markets. Relationships span from traditional fee-for-service (FFS), alternative payment methodology and shared savings, to management service organization (MSO) relationships. He currently serves as a member of the Access Board of Directors, an MSO managing Medicare Advantage patients. Jay has more than 20 years of experience in executive positions at for-profit hospital companies in payer contracting and development. He began his career at PrimeHealth in Mobile, Alabama working with CMS to gain approval of an 1115 Medicaid Waiver. From 1995-1997, he served as the Executive Director of the University of South Alabama Transplant Center where he gained experience in hospital operations and Certificate of Need (CON) development. In 1997, he became Director at Tenet Healthcare where he managed contracts, development and network operations for Health Advantage Plans in addition to the payer relationships for Tenet assets for their southern region. Jay’s career with HCA spans 16 years. From 2001-2011, he served as HCA’s Director of Strategic Pricing and Analytics for the Capital and TriStar divisions where he oversaw the development and implementation of the annual operating plan and the managed care strategic plan for multiple regions. In 2011, he became Director of Managed Care Contracting for Carolinas HealthCare (CHS) based in Charlotte, North Carolina. While at CHS he transitioned into the role of Assistant Vice President in 2012 with responsibility for the performance of payer contracts in excess of $2.0 billion in annual system revenue. Mr. Scannelly received his Bachelors from the University of Alabama at Tuscaloosa and holds a Master of Science in Health Administration degree from the University of Alabama at Birmingham. He also serves as an Adjunct Professor at Belmont University’s Massey School of Business in Nashville.


Luke SchroederLuke Schroeder, Principal, Gryphon Investors
Luke is responsible for sourcing, analyzing, executing, and monitoring investments in Gryphon’s healthcare group and providing insights on overall healthcare trends in the middle market. He also serves on the board of current Gryphon portfolio companies ECG Management Consultants and OneSmile, and has had substantial roles driving add-on acquisitions and executing the exits of past Gryphon portfolio companies Accelerated Rehabilitation Centers and TrustHouse Services. Prior to Gryphon, Luke was an Associate at Thayer Capital Partners (now HCI) and he worked in the private equity division of Lehman Brothers as part of its Merchant Banking Group (now known as Trilantic Capital Partners). He holds an M.B.A. from Stanford University and a B.A. in Economics from the John Hopkins University.


Zack ScottZack Scott, Managing Director, Revelation Partners
Dr. Scott is a managing partner at Revelation Partners. He is also a managing partner at Leerink Revelation Partners. Prior to cofounding Leerink Revelation Partners, Dr. Scott was a director at Saints Capital for six years, where he focused on opportunities across healthcare sectors including medical devices, diagnostics, healthcare services and biopharmaceuticals. While a director, he played a significant role in the Boston Scientific and Oxford Biosciences transactions in addition to leading several individual company investments. Before joining Saints Capital in 2008, Dr. Scott worked at Burrill & Company, where he made healthcare investments for nearly four years. Prior to Burrill & Company, Dr. Scott was a general surgery resident at Oregon Health Science University in Portland, Oregon. Dr. Scott is currently on the board of directors of Cianna Medical, Coherex Medical, and VisionCare. Dr. Scott received an MBA and a specialized certificate in Health Sector Management from the Fuqua School of Business at Duke University where he was Fuqua Scholar, an MD from the University of Texas Health Science Center at San Antonio, and a BA in Economics from Duke University. Dr. Scott is a member of the Alpha Omega Alpha Medical Honor Society.


Ameeth SankaranJason 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 is a $215 million growth equity firm that deploys up to $20 million of equity per portfolio companies. 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. Jason is currently a board member of Polaris Hospital Company, an acute psychiatric and rehabilitation specialty hospital company and Trumpet Behavioral Health, a provider of behavioral and other therapies for those on the autism spectrum. HCP also has investments in a dermatology products skincare company and allied health post-secondary for profit education schools.


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.


Brad SmithBrad Smith, Co-Founder & CEO, Aspire Health
Andrew Voss’ background as a licensed physical therapist enables him to provide practical solutions by integrating clinical experience with legal analysis. He provides guidance in corporate and health care transactional matters for a broad range of providers, including: Institutional health care providers, Public health care entities, Large physician groups, Specialty providers and Long-term care facilities. Andy understands that caring for patients is big business and gives realistic advice regarding the purchase and sale of hospitals and other health care entities.  He also counsels regarding fraud, abuse, regulatory, and compliance issues. He is knowledgeable in health care policies and best practices, including the privacy and security requirements under the Health Insurance Portability and Accountability Act.


Andrew J. VossAndrew J. Voss, Shareholder, Polsinelli
Brad Smith serves as Chief Executive Officer responsible for strategic vision and leadership of the organization. Brad most recently served as chief-of-staff at the Tennessee Department of Economic Development, overseeing the day-to-day operations of the $220 million, 140-person organization. Brad, who has also spent time at McKinsey & Company, graduated summa cum laude from Harvard University and received an M.Phil from Oxford University, where he was a Rhodes Scholar.


Howard T. WallHoward T. Wall, EVP, Chief Administrative Officer and General Counsel, RegionalCare Hospital Partners
Howard T. Wall III is EVP, Chief Administrative Officer, General Counsel and Secretary of RegionalCare Hospital Partners, Inc. a Brentwood, Tennessee based operator of non-urban regional health care systems. Prior to joining RegionalCare in June of 2011, Mr. Wall served as the Senior Vice President, General Counsel & Secretary of Capella Healthcare, Inc. from November 2005 to June of 2011. Prior to that Mr. Wall was the Senior Vice President, General Counsel, Secretary and Corporate Governance Officer of Province Healthcare Company from September 1997 until April 2005. Prior to joining Province, he spent over fourteen years at the Nashville law firm of Waller Lansden Dortch & Davis, where he served as Chairman of the firm’s Healthcare Working Group from 1989-1997, concentrating on healthcare transactions, financial relationships among healthcare providers, hospital operations, and state and federal healthcare regulatory matters. Mr. Wall has served the American Bar Association in a number of capacities including Chair, Health Law Section Chair, 1999 – 2000; and was a Health Law Section Council member from 1995 – 2008. He currently serves on the Section’s Task Force on Healthcare Liability and ABA Relations Committee. Mr. Wall is a member of the Tennessee Bar Association and is a past officer of the TBA Health Law Section. Mr. Wall is also a past Chairman of the Nashville Bar Association Health Law Committee. He currently serves as Chair, Legal and Operations Policy Committee and as a member of the Board of Governors of the Federation of American Hospitals, an investor-owned hospital industry group based in Washington, D.C. 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.


Laura WardLaura Ward, Manager, PwC
Laura Ward is a manager in PwC’s Health Industry Advisory Practice (Deals), with deep experience working in dense urban academic medical centers. Her advisory work focuses on pre deal facility due diligence and post-merger integration optimization. As an advisor, Laura recently directed the facility program for a new payer/provider in the NYC area, inclusive of 15 sites and approximately 1 million sq. ft. of new/renewed space. Additional work for this client was focused on architectural design support, project management of facilities upgrades, facilities management advisory, and capital prioritization modelling. Her industry focus has been on strategic capital asset planning, hospital network facility development and construction. Laura has directed development a $3 billion dollar capital plan (inclusive of a $1.5 billion construction portfolio) for a health system, and managed the successful expansion and build out of a premier academic cancer care network. Laura’s advisory areas of specialty include Project and Portfolio Planning, Master Plan Implementation, Physician Alignment, Service Line Co-Management, and System and Service Line Strategic Planning. Laura holds a Masters degree in Business Administration from New York University/Stern School of Business and a Bachelor of Science in Nursing from Georgetown University, Washington, DC.


Randall J. ZarinRandall J. Zarin, MBA, MPH, CPA, Managing Director, BDO Consulting
Randy Zarin has more than 20 years of executive and consulting experience managing teams that have been instrumental in helping enterprises shape and operate strong businesses that delivered sustained value. Mr. Zarin’s experience in healthcare operations and management/ strategy consulting provides his clients conceptual leadership and strategic direction for the day to day operations of major hospital systems and academic medical centers. He partners with healthcare executives to assist in restructuring business processes and designing enterprise- wide solutions aligned with the direction of the organization. Mr. Zarin routinely is the senior level executive managing client engagements including clinical and financial transformation projects, physician/hospital relationships and governance, affiliation agreements and funds flow, and pre- and post-merger integration initiatives. Prior to entering consulting, Mr. Zarin served as Vice President, Operations for a top-10 nationally ranked hospital system in Houston. He was charged with the strategic development of the clinical enterprise and provided operational direction and support of business strategies to improve financial position and the quality and safety of patient care. He was responsible for over 350 FTEs, a $550M operating budget, and a $30M capital budget. Additionally, he initiated the strategy and led the operational and financial turnaround of a 407-bed community hospital. A sought after presenter on healthcare matters, Mr. Zarin has published and presented extensively on controlling healthcare costs and financial risks, ACA implications, restructuring and transformation, hospital and AMC operations, funds flow, M&A, and merger integration.

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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