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HEALTHCARE+LIFE SCIENCES Investment and M&A Summit 2024

May 8, 2024

KPMG HQ
Chicago, Ill

CONFERENCE AGENDA

Applications are now being reviewed from executives who wish to become members of our Executive Speaking Faculty. To apply to become a member of the speaking faculty, and to indicate agenda topics of interest, please complete our online JOIN OUR FACULTY application or contact:

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

Wednesday, May 8, 2024

8:00AM
REGISTRATION, CONTINENTAL BREAKFAST & NETWORKING

9:00AM
Welcome to Chicago – Introductions

Don Buford

Speaker:
Don Buford, Founder & CEO,
iiBIG LLC
– New York

9:10AM
PART I: State of Healthcare and Life Sciences M&A Industry

After an uncertain 2023, 2024 has started with strength. Life sciences, including pharma, diagnostics, devices, and life sciences tools and services, are growing and shaping to serve more complex ecosystems, and healthcare is starting to recover with more attention to shedding distressed units or units better operated in other systems. KPMG will highlight the state of the state to kick off our day of sharing on tactical challenges and best practices in organic and inorganic growth and innovation in the healthcare and life sciences markets.

Kristin Pothier

SPONSORED BY:   KPMG

Moderator:

  • Kristin Pothier, Global and US Healthcare and Life Sciences Deal Advisory and Strategy Leader, KPMG – Boston, MA
    10:10AM
    KEYNOTE ADDRESS
    Artificial Intelligence & Healthcare: Legislative & Regulatory Outlook

    Congressman Bill Foster

    Honorable Bill Foster (IL-11)*
    United States House of Representatives,
    Member of the Bipartisan House Task Force on Artificial Intelligence
    (Via Zoom from Washington, DC)

    10:40AM
    AM NETWORKING BREAK, REFRESHMENTS & INFORMAL DISCUSSIONS


    11:10AM
    Investing for the Future
    The Convergence of Artificial Intelligence, Healthcare & Life Sciences

    AI is rapidly becoming an elevated topic of conversation in our healthcare and life sciences ecosystem. On this panel, HCLS AI leaders will discuss the hope and hype of AI and will highlight other areas having equally profound impact.

    • What do HCLS investors need to understand about the 12- to 18-months ahead before investing in AI-based companies?
    • Is it too early to discern hype from reality? Is there compelling evidence yet that AI is truly affecting clinical outcomes?

    Anna Elliott  Invest Bullard  Eric Horler Imran Shaikh  Bradley Smith

    Moderator:

    • Anna Elliott, Managing Director/Partner,
      Vertess Healthcare Advisors Pittsburgh, PA

    Panelists:

    • Ivneet Bhullar, Investment Partner,
      Fusion Fund
      – Palo Alto, CA
    • Eric Horler, President & CEO,
      AIQ SolutionsMadison, WI
    • Imran Shaikh, Chief Technology Officer,
      Shore Capital Partners – Chicago, IL
    • Bradley M. Smith, Managing Director/Partner,
      Vertess Healthcare Advisors – Dallas, TX
    • Others TBA

    12:00PM
    LUNCHEON FOR ALL CONFERENCE PARTICIPANTS
    LUNCHEON ADDRESS: “Navigating the Minefield of Insurance & Risk in Healthcare & Life Sciences”

    Matthew Cohn  Rich Leavitt

     SPONSORED BY:

    Alliant Insurance Services

    Speakers:

    • Matthew Cohn, SVP, Team leader, Healthcare & Life Sciences, Alliant Insurance Services, Inc.
    • Richard Leavitt, SVP, Team leader, Healthcare & Life Sciences, Alliant Insurance Services, Inc.

      1:00pM
      Restart and Refresh: The New Investments of 2024

      Investing in healthcare and life sciences in 2024 has required a new resolve and realization that the ecosystem, IP, competition, and risk appetite for innovation has changed.  This session brings together business development executives in Life Sciences and Healthcare to discuss their POV on the sectors that are showing the most promise in 2024/25.

      Ted Keim Kyle Brown Sebastien Dhonte David Kereiakes David Micheal

      Moderator:

      • Thomas E. (Ted) Keim, Jr., Partner,
        Venable LLP – Chicago, IL

      Panelists:

      • Kyle Brown, Managing Director,
        Brown Gibbons Lang & Co.Chicago, IL
      • Sebastien Dhonte, Managing Director,
        Clairvest – Toronto, ON CA
      • David Kereiakes, Managing Partner,
        Wyndham Venture PartnersCincinnati, OH
      • David Michael, Managing Partner,
        Anzu Partners LLC – San Diego, CA

        1:55PM
        PART II: HOW WE INVEST
        Born in Turbulence: Current Investing and Acquisition Tactics in Healthcare & Life Sciences
        The last few years have not been the most amenable to investing in or acquiring young companies.  In this session, we will highlight the following major questions:

        • How are PE, VC and other Private Investors Sizing up Opportunities in 2024-25?
        • How are Traditional & Specialty Lenders approaching Potential Deal-flow in these Sectors in the Year Ahead?
        • How is PE adjusting to the aggressiveness of strategic investors?
        • What are the best demonstrated diligence practices in this new normal?

        Brett Glover  Josh Carson  Steve Lehmann Michael Mason  Reed Van Gorden

        Moderator:

        • Brett Glover, HCLS Deal Advisory Leader,
          KPMG – Dallas, TX

        Panelists:

        • Joshua Carson, Venture Manager,
          WARF VenturesMadison, WI
        • Steve Lehmann, MBA, Director of Venture Operations, Portal InnovationsChicago, IL
        • Michael Mason, Co-Head Healthcare Lending,
          Old National Bank – Cleveland, OH
        • Reed Van Gorden, Managing Director,
          Deerpath Capital Chicago, IL

        2:45PM
        PM NETWORKING BREAK, REFRESHMENTS & INFORMAL DISCUSSIONS

        3:15PM
        TRY IT BEFORE YOU BUY IT: Partnerships & Joint Ventures Roundtable

        • When does it make more sense to form joint venture and partnership relationships than to execute outright mergers or acquisitions?
        • Hybrid Partnerships: When are Minority Investments Preferable vs. Full Acquisitions?
        • How are these partnerships and joint-venture deals being structured?
        • How are interest rate pressures affecting the decisions to enter into partnerships and joint ventures vs. traditional M&A deals?

        Ari Markenson  Charles Bauer  Davis Adams  Rahul Manji

        Moderator:

        • Ari Markenson, Partner,
          Venable LLP – New York, NY

        Panelists:

        • Chaz Bauer, Director, Healthcare Investment Banking, Fifth Third SecuritiesChicago, IL
        • Adam Davis, Vice President,
          Juniper Advisory – Chicago, IL
        • Rahil Manji, VP,
          Clairvest – Toronto, ON CA
        • Others TBA

        4:10PM
        PART III: ITS ONLY JUST BEGUN
        Executing Complex Transactions in an Evolving Market.

        HCLS M&A has had a turbulent ride over the last few years and the turbulence does not stop once the deal is announced.  Rather, management teams, already exhausted with drawn out or extra competitive diligence processes, now need to integrate or separate assets with new savvy. This session will highlight the best demonstrated practices, lessons learned and predictions for the second half of 2024.

        Stephen Sapletal   Evan Atkinson   Ryan Boers   Jenifer Christensen   Chad Follmer

        Moderator:

        • Steve Sapletal, Global and US Transaction Execution Leader, KPMG – Minneapolis, MN

        Panelists:

        • Evan Atkinson, Associate, Dykema – Austin, TX
        • Ryan Boers, COO – Business Development & Strategy, GE Healthcare – Chicago, IL
        • Jenifer Christensen, VP, Strategic Initiatives, AbbVie – Chicago, IL
        • Chad Follmer, SVP, Team Leader, Healthcare & Life Sciences, Alliant Insurance Services, Inc.

        5:00PM
        Conference Sessions Concludes

        5:00 – 6:00PM
        Evening Networking Reception

         

        CONTINUING EDUCATION CREDITS

        Continuing Education Credits (e.g. CLE, CPE, CME, etc.) may be available for iiBIG conference attendees. Upon request conference attendees will be provided with a “Certificate of Attendance” and a copy of the conference agenda, showing topics, length of sessions, and name(s) and professional affiliation(s) of presenter(s) for each session. Attendees wishing to apply for continuing education credits for attending this conference may submit this documentation to the relevant organization in his/her state when applying for such credits.

        CE CreditsInternational Institute for Business Information & Growth LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.