Marc Adesso, Counsel, Waller Lansden Dortch & Davis, LLP
Marc Adesso is an attorney in the Nashville office of Waller Lansden Dortch & Davis, LLP where he advises issuers, underwriters, hedge funds and other market participants in a full range of capital markets transactions. Additionally, Marc leads the firm’s legalized cannabis initiative and counsels clients on the rapidly changing landscape facing the cannabis industry in matters spanning capital raising, the impact on healthcare providers, international transactions, fund investments and challenges with the banking system. He earned his J.D. from Marquette University Law School. He holds an M.B.A. from Thunderbird School of Global Management and an M.A. from New York University. He earned his B.A. from the University of Wisconsin.
Evan Austill, Founder, Tennessee Harvester
Evan Austill is an entrepreneurial executive with over twenty years of experience founding, financing, and scaling growth stage companies. With a background in law, finance, and operations, Evan specializes in building teams, scaling operations, and executing complex financial transactions. Evanisalsopassionateaboutrevitalizing Tennessee’sagriculturaleconomy and has a vision for sustainable farming and job growth usingindustrialhemp.EvanhaslaunchedTennesseeHarvestertoprovide Tennessee farmers the resources and support to successfully grow hemp. Tennessee Harvester is an industrial hemp processing company that extracts plant oils from locally sourced hemp for use in the soaring market for cannabidiol (“CBD”) based consumer health and wellness products. Tennessee Harvester partners with farmers to provide access to quality genetics, cultivation expertise, and cooperative processing to enable farmers to convert their harvests into the soaring demand for high quality hemp-derived CBDproducts. Prior to launching Tennessee Harvester, Evan served as the Chief Executive Officer for 3 Boys Farm, one of nine original medical marijuana licensees in Florida, where he led the corporate restructure and sale of the company for $51MM in 2018. Mr. Austill has a successful track record of creating shareholder value in ventures ranging from healthcare services, medical device, and most recently the medical cannabis and industrial hemp space. Evan holds a JD from the University of Alabama School of Law, as well as MBA and undergraduate degrees from Vanderbilt University, where he was a William Mounger Entrepreneurial Grant recipient.
Chris Bishop, CEO, Regent Surgical Health
Chris Bishop serves as Chief Executive Officer of Regent Surgical Health, overseeing the day-to-day operations of the company, as well as Regent partnerships around the globe. Formerly Regent’s President, much of his focus is on developing and executing marketing strategies that continue the pace of Regent’s impressive long-term growth, as well as driving Regent’s rapid rollout of new outpatient service lines. Chris is a proven leader in the healthcare industry with a strong commitment to Regent’s corporate values. For nearly two decades, he has worked closely with physicians and other healthcare leaders to develop new business opportunities that are focused on delivering superior outpatient care. Prior to joining Regent, Chris was a Partner and Senior Vice President at Blue Chip Surgery Center Partners, in Nashville, Tenn. While there, he accelerated firm growth, through de novo and turnaround of underperforming surgery centers, helping lead the organization towards market leadership in spine-based ventures. Additionally, he built a same-store growth team whose track record far exceeded the ASC industry average. Prior to Blue Chip Surgery Center Partners, Chris was Vice President, Acquisitions and Business Development, at Ambulatory Surgery Centers of America, following his time in helping create strategic alliances with HealthSouth Corporation. He also developed successful medical device strategies in numerous sales management roles for Smith & Nephew. A graduate of Middle Tennessee State University, Chris lives in Nashville, Tenn., with his wife Jayne and children Davis and Katherine.
John Brock, Managing Director, BRG
John Brock is a Managing Director and the healthcare industry leader within BRG’s Transaction Advisory practice. He has more than sixteen years of experience and has developed extensive experience advising clients through mergers and acquisitions as well as integrations within the healthcare industry. He has worked on over 300 healthcare transactions, providing buy- and sell-side financial due diligence, 100-day planning, synergy validation, and integration assistance. Mr. Brock provides clients with transaction advisory services, including utilizing an integrated team of BRG professionals to address financial, tax, commercial, information technology, clinical and compliance, regulatory, and operational assessments during transaction-related diligence. Mr. Brock’s sector experience includes healthcare providers (for-profit and non-for-profit hospitals, home health, behavioral health, physician practice, skilled nursing, LTAC, assisted living, surgery centers, infusion therapy, dialysis centers, imaging centers, oncology centers, ambulance, urgent care, dental practices, and others), healthcare service providers, and medical supplies/equipment manufacturing and distribution companies. Before joining BRG, Mr. Brock was a partner and practice leader of Healthcare Transaction Advisory Services at a nationally recognized accounting firm; and a director in the Healthcare Transaction Advisory practice of a Big Four firm.
Wil Caldwell, AVP, Development, HCA
William (Wil) Caldwell is an AVP of Development for HCA’s Corporate Development group. He joined HCA, the nation’s leading provider of healthcare services, in 2011 and is based out of the corporate office in Nashville, Tennessee. Prior to joining HCA Mr. Caldwell worked for an equity backed fund based in Dallas, TX. He has over 16 years of operational finance and acquisition experience. Mr. Caldwell earned a bachelor’s degree in economics from Vanderbilt University and a master’s degree in business administration concentrating in finance and international business from Tulane University’s A.B. Freeman School of Business.
Steve Clapp, President, Strategic Healthcare Advisors
In 2018 Steve Clapp led a distressed not for profit hospital company through a bankruptcy and divested all hospitals and operations. Steve is a serial entrepreneur having started 4 healthcare companies including for profit hospital company, not for profit hospital company, hospital management company, and healthcare consulting company focused on M&A and operational improvements. He completed over 40 healthcare transactions including hospitals, nursing homes, home health, dialysis, MD offices, Medical Office Buildings, etc. Steve Clapp also purchased and sold healthcare facilities with investor owned and large not-for-profit health systems.
Kara Coen, Director Healthcare Regulatory, Capital One
Following a secondment as a Special Assistant District Attorney in the Suffolk County District Attorney’s Office in Boston, Kara began her legal career at Choate Hall & Stewart LLP and then Gibson Dunn & Crutcher LLP where she was an associate focused on white collar investigations and complex commercial litigation matters. During her time at the law firms, Kara advised healthcare providers and life sciences companies on a wide range of matters, including False Claims Act, Federal Trade Commission, and Foreign Corrupt Practices Act investigations, as well as qui tam and intellectual property litigation matters.Ms. Coen studied law at the University of Virginia School of Law. Prior to law school, Kara worked for the Juvenile Diabetes Research Foundation International as a Grassroots Advocacy Manager, where she worked on a series of federal and state lobbying campaigns to secure funding and other government relations initiatives supporting patients with Type 1 diabetes. Kara received a BA in European History and Classics from Washington & Lee University and is an active member in the W&L and UVA Law alumni chapters.
Matt Dawson, Principal & CFO, HealthEdge Investment Partners
As Principal and CFO of HealthEdge, Matt Dawson 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 company in 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 Westone Laboratories, as well as Paideia School of Tampa Bay. Matt holds a BS in Accounting from the University of Louisville and received his M.B.A. from the University of Tampa.
Andrew Eckstein, Managing Director, Berkeley Research Group LLC
Andrew Eckstein is a Managing Director with 15 years of finance and accounting experience, with the last 12 years focusing on buy-side and sell-side due diligence transactions in the middle market (up to $1B). He specializes in quality of revenue analyses, proof of cash assistance, cash to accrual conversion, and working capital projections / negotiations. Averaging more than 40 deals a year, Andrew’s industry experience is more than one or two deals, but rather a portfolio of transactions within the healthcare space. Andrew’s recent transactions include leading deal teams in the following subsectors: dermatology, eye care, dental, pain management, home health, home infusion, acute & urgent care facilities, behavioral health, medical supplies, nurse staffing, and physical & speech therapy. Further professional experience includes time in a Big 4 audit group and TAS partner at a regional accounting firm, specializing in healthcare. Andrew received his: Bachelor of Business Administration, Ross School of Business, University of Michigan; Master of Accountancy, Ross School of Business, University of Michigan; He is also a: Certified Public Accountant, State of Illinois; Certified Fraud Examiner; Board Member, Association for Corporate Growth (TN Chapter); and, Member, American Institute of Certified Public Accountants (AICPA).
Matthew Evans, Managing Director Healthcare, Monroe Capital LLC
Mr. Evans is a Managing Director and Head of Healthcare Finance of Monroe Capital. He is responsible for relationship sourcing and the origination of new business opportunities within the healthcare industry. Mr. Evans has over 20 years of experience in healthcare finance. Prior to Monroe, he was at Principal at Beverly Capital, a healthcare focused private equity firm. He was formerly a Vice President in the Healthcare Leveraged Finance group at Madison Capital where he originated, structured and underwrote debt financing for private equity sponsored transactions. Prior to Madison Capital, Mr. Evans worked in Merrill Lynch Capital Healthcare Finance’s leveraged lending group. He earned his M.B.A. from the Northwestern University’s Kellogg School of Management and his B.A. in Economics from the University of Michigan.
Daniel Farrell, Partner, PricewaterhouseCoopers (PwC)
Daniel Farrell, Partner in PwC’s Healthcare Deals Practice, is responsible for managing a wide range of merger, acquisition, and divestiture services for healthcare organizations. Dan has over twenty years of healthcare strategy, operations, and finance experience that span the healthcare services continuum from hospitals to post-acute care facilities to managed care organizations. 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 and his team deliver not only financial expertise but also effective translation of the nuances of the healthcare regulatory and reimbursement environments into financial deal terms. 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’s work and clientele covered regions such as India, China, UAE, Qatar, and the United Kingdom. Dan is a Certified Public Accountant and received his Masters in Business Administration from Pennsylvania State University. He received his B.S. in Accounting from the University of Scranton after honorable discharge from the U.S. Air Force Academy.
John Geis, Principal, Cresset Partners
John Geis serves as Principal of Cresset Partners where he leads the firm’s private investment activities in healthcare. Prior to joining Cresset, John served as general manager of Medline Industries, which is the largest privately held manufacturer and distributor of medical supplies in North America. John began his career in the investment banking group of BMO Capital Markets. John received his MBA from Northwestern University’s Kellogg School of Management and holds a B.S. from Babson College.
Larry Gilmore, Senior Director, VSP Global
Larry Gilmore is Senior Director of Corporate Development at VSP Global. Larry joined VSP in September of 2014 and reports to Eric Johannessen, Senior Vice President of Corporate Development. Corporate Development is housed under the Office of General Counsel which is led by Thomas Fessler, the Chief Legal Officer at VSP Global. Larry is primarily responsible for managing corporate development activities for VSP Global which is a $6B industry leader. Larry leads a team of Corporate Development professionals who have long term industry and financial expertise and the team works with VSP’s corporate and business executives to direct and execute on the global enterprise’s inorganic growth objectives. Corporate Development’s activities include targeting U.S. and international transactions to increase the company’s competitive advantage through acquisition, joint venture and/or strategic alliance with companies in healthcare, eyewear, distribution, optical labs, and practice management. The group also secures intellectual property interests in cutting edge industry technologies. Larry received his M.A. Degree in International Education from USC and his B.S. Degree in Business Administration from CSU at Sacramento. He is currently finishing his Masters of Agri-Business at Kansas State University where his research is focused on Entrepreneurial Firm Risk in Emerging Markets. He is currently on the board of directors for several private companies and in the past was on the board of several NASDAQ listed companies.
Marshall Glade, Senior Managing Director, GlassRatner
Marshall Glade, CPA, is a Senior Managing Director with over 14 years of experience advising clients ranging from small startups to fortune 500. Since joining GlassRatner, Marshall has worked in corporate finance and restructuring. He has advised companies through out-of-court restructurings, formal bankruptcy proceedings, formal sales processes, pre-acquisition due diligence, forensic accounting investigations, complex valuations and liquidation and trustee advisory work. Some of Marshall’s healthcare specific roles include serving as Chief Restructuring Officer for Campbellton-Graceville Hospital and Regional Health Properties as well as Financial Advisor to Curae Health, Pioneer Health and Hutcheson Medical Center. In 2017, Marshall received the Commercial Finance Association’s (CFA) 40 Under 40 Award for his exemplary work in the Bankruptcy/Restructuring realm. Marshall has published articles in both the Secured Lender and Financier Magazine. Marshall graduated from the University of Georgia with a Bachelors of Business Administration in Accounting and a Masters of Accountancy. He is a Certified Public Accountant licensed in the State of Georgia.
Tammy Graves, Healthcare Principal, Point B
Tammy is a national Healthcare Principal Consultant at Point B. Specializing in strategy, organizational design, and brand marketing Tammy focuses on helping a broad range of healthcare organizations achieve their organizational objectives and customer outcome goals. Tammy has over 20 years of healthcare experience leading large scale changes in operations, including multiple mergers and acquisitions.
Curtis Hearn, Partner, Jones Walker
Curt Hearn co-chairs Jones Walker’s Healthcare Industry Team and has served as co-lead of the Corporate Practice Group for 20 years. Drawing on his extensive experience and knowledge of what works — and what doesn’t — he helps clients address their most complex and critical business and legal challenges. Curt advises private equity and venture capital firms, as well as publicly traded and privately held companies, in negotiating major acquisitions and dispositions, working through sensitive board fiduciary issues and conflicts, raising capital, and helping financially distressed businesses navigate competing interests as they seek to restructure their balance sheets and return to solvency. He has served as lead counsel on complex healthcare joint ventures, and has represented buyers and sellers in public and private transactions involving the acquisition of hospitals and hospital groups, purchase and sale of managed healthcare plans, and purchase of companies in ancillary healthcare services. Curt provides sophisticated guidance at the leading edge of emerging market and regulatory developments, with an emphasis on companies in the healthcare, energy, energy service, manufacturing, and logistics industries.
Don Husi, Managing Director, Ziegler
Donald Husi joined the Senior Housing & Care Finance team at Ziegler in 2018. As a managing director he specializes in complex structured seniors housing transactions, including debt and equity transactions, financial advisory, and mergers and acquisitions assignments. Don has a unique combination of operational experience, turn-around/distressed asset management, financial structuring and strategic planning experience spanning over 32 years within the senior living industry operations, REIT and finance sectors. Prior to joining Ziegler, Don spent over 16 years in operations with American Retirement Corporation, now Brookdale Senior Living. He is a former licensed nursing home administrator in multiple states, has extensive turn-around/distressed asset operational experience and managed the firm’s not-for-profit third-party management business. In 2001 Healthcare Realty Trust recruited Mr. Husi as their vice president of senior housing investments managing a large portfolio of senior living assets and mortgages. Don joined Red Capital Group in 2005 as a senior living loan production specialist. Don received a Bachelor of Science degree in healthcare administration from the University of Wisconsin-Eau Claire where he currently serves on that program’s advisory board. He received a Senior Housing Executive Certificate from the University of Southern California-Davis School of Gerontology and the USC Marshall School of Business in 2016. Don is also currently a Board Member at the Center for Health Administration And Aging Services Excellence (“CHAASE”) at the University of Wisconsin-Eau Claire. He is a member of the American Seniors Housing Association, National Investment Center For Senior Living, Leadership Health Care and Nashville Health Care Council.
Suzanne Koenig, President, SAK Management
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 Examiner 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 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. Suzanne is the Co-Chair of the American Bankruptcy Institute’s (ABI) Health Care Insolvency Committee and Co-Chair for the Steering Committee of the Midwest Turnaround Management Association (TMA). She 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.
Robert Levin, MD, CFP, Senior Vice President, UBS/Levin Wealth Management
Robert Levin began his Wall Street career in 2001 and is a former pharmaceuticals analyst and physician. Bob’s wealth management advisory practice focuses on the financial needs of physicians and healthcare executives. His clients rely on his team to navigate and serve as their primary resource through the complexities of the financial world. Bob takes pride in showing them a disciplined strategy to achieve their goals and conducting that process with the highest professionalism and integrity. Bob grew up in Detroit and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at the Children’s Hospital Los Angeles in 1988 and worked as a pediatrician until 2000. He then attended Johns Hopkins business school for one year and was a medical consultant to a venture capital fund. From 2001 – 2002, he worked as a pharmaceutical analyst at JP Morgan Chase in NYC before joining the Global Private Client Group at Merrill Lynch in Beverly Hills, CA, in June 2003. In 2006 he earned the CFP®certification by the Certified Financial Planner Board of Standards, Inc. In February 2016 Bob’s team moved to UBS Financial Services Inc. in Beverly Hills, CA.
Bill Luallen, Partner–Healthcare, PwC
Bill Luallen has over 30 years of experience in healthcare management consulting. Bill serves as the National Provider DEALS Leader. Bill’s predominant focus is serving global large integrated health providers including the entire Deal Continuum. His passion of collaboration between “for-profit” and “non-profit” organizations is a large driver in the many deal transactions, growth based integrations and performance improvement initiatives he leads. Bill has led and directed over 200provider based mergers/combinations/joint ventures. He received his Bachelor of Arts in Accounting and Business Administration, Butler University; Certified Public Accountant, Licensed in Indiana, Georgia and Tennessee; and is a member of the American Institute of Certified Public Accountants, Indiana CPA and HFMA.
Donald Moody, Partner, Waller Lansden Dortch & Davis LLP
Don Moody is a partner in the Nashville office of Waller Lansden Dortch & Davis, LLP where he provides legal counsel to dental and physician practice management companies, private equity investors and other healthcare providers in complex mergers and acquisitions, private equity transactions, venture capital financings and securities offerings in a variety of healthcare sectors – including dental support organizations and dental groups, vision, dermatology, urology, women’s health, gastroenterology, urgent care, surgery centers, revenue cycle management, healthcare IT, prison health and others. Don has earned a reputation for his ability to bring deals to successful conclusions, and he is recognized in Chambers USA and Best Lawyers for his corporate law and transactional experience. He earned his J.D., summa cum laude, from the University of Alabama School of Law. He holds an M.B.A. from Vanderbilt University’s Owen Graduate School of Business, and he received his B.S., magna cum laude, from the University of North Alabama.
Wendy Mueller, CFO, USDR Investment Management
Ms. Mueller is a principal/co-founder and CFO of USDR Investment Management, a distressed debt investment manager founded in 2008. USDR has placed $200M in committed capital. She is also the CFO of International Milk Bank, a healthcare company that brings high quality sterilized breast milk to NICUs. Ms. Mueller’s experience began with Coopers & Lybrand in the St. Louis and Houston offices. She then participated in a M&A roll-up of water and wastewater companies with Acquisition Company of America. Before launching USDR, Ms. Mueller founded a boutique public accountancy firm in Incline Village on the north shore of Lake Tahoe, serving primarily high net worth individuals and their businesses. Ms. Mueller is a Certified Public Accountant in the State of Nevada and Texas. She is a member of the American Institute of Certified Public Accountants, the Nevada Society of CPA’s, and the American Bankruptcy Institute. Ms. Mueller is an emeritus board member of Parasol Tahoe Community Foundation and Treasurer of Mariposa Dual Language Academy, a Title 1 School in Reno, Nevada. Ms. Mueller received her B.S. in Accounting and Business Administration, from Southern Illinois University at Carbondale in 1993 while on a full tennis scholarship.
Philip Neuman, Principal, Healthcare Opportunities Investment Advisors
Philip Neuman has an extensive background in the field of asset based, fund management and financial structures. Mr. Neuman is the founder of the Neuman Companies. He has over 20 years of experience in financial operational management, mergers & acquisitions. Mr. Neuman together with some of the world’s most sophisticated banks recently developed and operated life settlement leverage facilities within the secondary market for life insurance. Earlier in his career, from approximately 1986 through 2004 Mr. Neuman’s primary focus was in the Real Estate Development sector owning and operating both Commercial and Residential Development companies as well as establishing related business entities including heavy equipment, general contracting, and building supply companies. Mr. Neuman is also known as an industry leader in the development of “Free Standing” Credit Tenant Developments nationwide with Developments in New Jersey, New York, Nevada as well as Arizona. Mr. Neuman attended Columbia University School of Engineering and applied Sciences, where he also served as Technology consultant to the University Security and Personnel departments.
Walter Olshanski, Managing Director, Healthcare Services, KPMG Corporate Finance
Walter is a Managing Director for KPMG Corporate Finance LLC’s Healthcare Services Group, and is based in the New York office. He has over 20 years of healthcare and banking experience. Walter has extensive experience acting as a financial advisor specializing in Mergers & Acquisitions, strategic advisory, valuation and financing options services to the healthcare services sector. Before joining KPMG CF LLC, Walter held positions at another Big Four firm, along with KeyBanc Capital Markets Inc., 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 holds a Bachelors degree in Psychology from Hofstra University, and an MBA in Business from the University of Rochester.
Vipul Patel, Senior VP, Aon Risk Solutions
Vipul Patel joined Aon’s Transaction Solutions team in 2015 as a senior vice president. In this role, he advises clients in the areas of representations and warranties insurance, tax indemnity insurance, and other transaction-related coverage, specializing in health care transactions. Prior to joining Aon, Vipul most recently was a vice president in the health care investment banking group at Robert W. Baird, where he focused on mergers, acquisitions and capital-raising transactions. Prior to that, Vipul was an associate in the health care investment banking group at Deutsche Bank. Before his career in investment banking, Vipul was a corporate attorney with O’Melveny & Myers and Jones Day, focusing on mergers, acquisitions, leveraged buyouts and securities offerings.
Chris Rogers, Managing Director, Ziegler
Chris Rogers joined the healthcare corporate finance team at Ziegler in 2014. He has over 18 years of healthcare investment banking experience and has executed over 50 transactions including strategic advisory assignments, public/private equity financings and fairness opinions principally for emerging growth and middle market companies in the healthcare services and healthcare information technology sectors. Specifically, Chris has worked with companies in the following sectors: outsourced clinical services, behavioral health, telehealth/remote monitoring, revenue cycle, alternate site care providers, disease management and healthcare information technology. Prior to joining Ziegler, he helped expand the healthcare focused private equity senior lending platform at Regions Financial. Prior to Regions, Chris worked in the healthcare investment banking divisions of Morgan Keegan and SunTrust Robinson Humphrey in Nashville, Merrill Lynch in New York and Cowen & Company in San Francisco, Munich and London. Prior to healthcare investment banking, he started his career at Coopers & Lybrand in Boston and San Francisco. Chris earned an M.B.A. from the Owen Graduate School of Management at Vanderbilt University with a finance concentration. He earned a B.A. in political science and economics from Connecticut College.
Curt Rubinas, Executive Director – Wealth Management, UBS Financial Services, Inc.
Curt joined the team in 2014, and brings 17 years of experience advising investors on all aspects of wealth management. Before joining UBS in 2006, Curt worked in San Francisco and New York as Vice President of Sales for Structured Investments at Merrill Lynch. He began his career with Merrill Lynch in New York in the structured investments group where he gained a deep understanding of complex derivative transactions. Curt’s deep knowledge base across all asset classes and investment vehicles provides the team with the perspective to leverage the global capabilities of UBS to find the appropriate investment solutions for clients. His primary area of focus has been portfolio construction and implementation, with a specialty in non-traditional investments. In that capacity he worked on many of the firms most complicated investment mandates, and frequently published articles internally on portfolio construction and investment strategies. Curt holds Series 7 and 66 securities licenses as well as the CEPA (Certified Exit Planning Advisor) designation. Curt has a B.A. in economics from Vanderbilt University.
Shawn Ryan, MD, MBA, Co-Founder, BrightView Health
One of BrightView’s founders, Dr. Shawn Ryan is responsible for strategic development, alignment of operations and medical practice, clinical and outcomes research, and maintaining focus on the mission and vision of the company. For over 12 years, he has practiced in the Greater Cincinnati area. During that time, he functioned as a hospital administrator for Mercy Health (Department Chairman of Quality and Patient Safety). There, he saw how heroin/opioid abuse affected communities and for the past 7 years, has worked tirelessly to help resolve it. He serves on regional, state, and national committees/workgroups focused on turning the tide of this epidemic. He is the immediate past president of the Ohio Society of Addiction Medicine and the Chair of Payer Relation for ASAM. A board-certified addiction specialist and a board-certified emergency physician, Dr. Ryan trained in emergency medicine at the University of Cincinnati and simultaneously obtained his MBA while completing his residency.
Todd Sorensen, Managing Director, 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.
Douglas Swill, Partner, Drinker Biddle & Reath LLP
Douglas B. Swill counsels health systems, hospitals, medical groups and other health care providers in transactional and regulatory matters, including strategic transactions, affiliations, mergers and acquisitions, sales, joint ventures, and governance matters. He also counsels clients on Stark and Anti-Kickback Laws, the Affordable Care Act, physician and other clinical integration strategies, Medicare and Medicaid audits, EMTALA, coverage and overpayment issues, compliance programs, voluntary disclosures, due diligence reviews, complex contract projects, and strategic lab transactions and joint ventures. Doug has worked in the health care industry for almost 30 years, and has been with the firm for 25 years, including as a partner with Gardner, Carton & Douglas, prior to its merger with Drinker Biddle. He is the former chair of the firm’s Health Care Group and a past member of Drinker Biddle’s Management Committee and Allocations Committee.
Rich Tinsley, President & CEO, Stoneridge Partners
Rich Tinsley has been in the healthcare industry for over two decades, joining Stoneridge Partners as President & CEO. The scope and depth of his experience spans strategic acquisitions, operations, compliance and business development. For the past year, Rich also served as President of AgentLink, a wholesale insurance brokerage agency that works with agents all over the country. He continues as an Executive Consultant with AgentLink today. Prior to Stoneridge Partners, Rich was Chief Development Officer for Signature Healthcare, a long-term health care and rehabilitation company with 142 locations in 11 states and over 22,000 employees. He also served as Vice Chairman of the company’s Home Care, Assisted Living and Residential Group Home segments. During his tenure with the company, Rich’s focus was a disciplined and selective acquisition strategy, closing transactions on more than 45 facilities with $350+ million in revenue. He continues today as an Advisory Board Member. Earlier in his career, Rich served as Chief Development Officer for ResCare, the nation’s largest private provider of services to people with disabilities, the largest one-stop workforce contractor and the largest privately-owned home care company. He was also Executive VP of Workforce Solutions. With Workforce, Rich oversaw a very active deal team looking at 100+ deals per year with revenue targets of approximately $100 million per year in acquisition growth. Rich’s role also included, acting as Vice President of Compliance and Business Development for Almost Family, Inc., a leading provider of home health nursing, rehabilitation and personal care services, with over 250 locations in 15 states. Rich has served on numerous nonprofit and for-profit boards; providing financial, accounting, legal and acquisition/divestiture advice. In addition to his JD and an MBA from the University of Louisville, Rich is also a Certified Public Accountant, a Certified Management Accountant and Certified Nursing Assistant.
Reed Van Gorden, Managing Director, Deerpath Capital Management, LP
Reed Van Gorden is a Managing Director on the Investment Team and his primary responsibilities include structuring, underwriting and executing new investments. He joined Deerpath in 2015 and has eight years of industry experience. He previously worked in leveraged finance and private equity at Golub Capital, Abingworth Management and JP Morgan. Mr. Van Gorden is a graduate of the Wharton School of the University of Pennsylvania (M.B.A.) and Northwestern University (B.A.). He is a Chartered Financial Analyst (CFA).
Terry Wang, Principal, Regal Healthcare Capital Partners
Terry is a Principal at Regal Healthcare Capital Partners. Prior to Regal, Terry was the VP of Operations at CHE Senior Psychological Services, a leading, private-equity backed provider of mental health services to skilled nursing, assisted living, adult day care, and rehab centers. Prior to CHE, Terry worked in management consulting at Bain & Co., and in private equity investing at Bain Capital. Terry received a B.S. in Finance and Management from the Wharton School of the University of Pennsylvania, and an MBA from Harvard Business School.
Brent Williams, Managing Member, Highwater Financial
Mr. Williams founded Highwater Financial to give investors the opportunity to participate in the growing cannabis market. Mr. Williams has studied and worked in investing since completing his military service more than 10 years ago. He began his career as an Investment Advisor with one of the largest firms in the John Hancock Financial Network. During his time in the investment industry, Mr. Williams built and managed a multi-million dollar book of assets. After transitioning his career to trading S&P mini futures contracts at the Chicago Board of Trade, Mr. Williams rose to Trade Manager for both the automated and discretionary desk, before becoming a broker. Throughout his career, Mr. Williams earned six FINRA Series Certifications – Series 3, 6, 7, 34, 63, and 65. He continues to utilize his experience and cannabis industry network to expand Highwater Financial in 2018 and beyond. Highwater is one of the first funds of its kind, allowing investors to diversify between a variety of companies, from cultivation to distribution.