Helping Businesses Keep Both ii's On The BIG Picture For Over 16 Years!
HEALTHCARE+LIFE SCIENCES Investment and M&A Summit 2024

MY 8, 2024

Chicago, Ill


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:

host faculty:

Brett GloverBrett Glover, Healthcare & Life Sciences Industry Leader, KPMG

Brett Glover joined KPMG in 1998 and has been involved in both domestic and global buy-side and sell side due diligence transactions.  His experience includes private and publicly traded companies and their associated accounting topics.  His primary responsibilities have included performance of due diligence assistance, integration assistance, financial analysis, operational diligence, commercial diligence, performance improvement and technical accounting to assist clients through their transaction processes.  Prior to joining the KPMG Deal Advisory Practice, Brett worked in the KPMG Audit practice for eight years.

Brett has conducted numerous due diligence investigations of target companies within the healthcare industry.  He has worked for both private equity and strategic buyers and performed diligence on numerous for profit and not for profit entities.   Engagements include targets involved in most provider sectors as well as transactions involving Integrated Health Systems, Healthcare technology, payors, distributors, pharma, pharma services and Medical Device businesses. 

Brett holds a Bachelor of Business Administration in Accounting and a Master of Science degree in Finance from Texas A&M University.

Brett’s professional involvement includes membership in the Association for Corporate Growth (ACG) and Healthcare Financial Management Association (HFMA). He is a member of the Texas Society of CPAs and the AICPA.

Kristin PothierKristin Pothier, Global and US Healthcare and Life Sciences Deal Advisory and Strategy Leader, KPMG

Kristin Pothier has 24 years of experience in strategy consulting and research in the healthcare and life sciences industries. Her areas of focus are commercial strategy, growth strategy, and M&A for pharmaceutical, diagnostics, device, and consumer health companies, investors, and medical institutions worldwide. She also works with institutions and investors on their healthcare services strategies, due diligences, and operations, including CROs, CMOs, clinical laboratory, health IT, hospital services, and clinical outreach. She is a leader in precision medicine and in clinical laboratory innovation, developing product and service strategies and operations with on-the-ground experience in North America, Latin America, Europe, Asia, India, the Middle East, and the Caribbean. Her book, Personalizing Precision Medicine, has garnered attention worldwide for its all-inclusive and comprehensive look at global precision medicine. Kristin joins KPMG from another Big Four firm where she was the Global Head of Life Sciences Strategy, responsible for growing the business from a single deals-focused office to a full service global strategy practice. Earlier in her career, she helped build Health Advances, a healthcare strategy firm now part of Parexel, and was a scientist and clinical diagnostics developer at Genome Therapeutics and Genzyme/Sanofi.

Stephen SapletalSteve Sapletal, Life Sciences Advisory Industry Leader, KPMG

Steve is a seasoned leader and engagement partner with more than 24 years of experience leading large-scale programs in transaction advisory, strategy and operations consulting. He has led engagement teams through all aspects of the M&A life cycle in deal strategy, operations and synergy diligence, integration and separation readiness, planning and post-close execution, operational carve-out transactions and transformational business process implementations. Steve leads Integration and Separation offering nationally across all industry sectors and previously led our Healthcare & Life Sciences M&A & Strategy Services team.  In his career he has been involved in over 300 deals.

keynote speaker:

Bill FosterHonorable Bill Foster (IL-11), Member of Congress, United States House of Representatives

Congressman Bill Foster is a scientist and businessman representing the 11th Congressional District of Illinois, a position he’s held since 2013. He also represented the 14th Congressional District of Illinois from 2008 to 2011. He is the only PhD physicist in Congress. Bill serves on the House Financial Services Committee where he advocates for consumer protections and an economy that works for everyone. In response to the Great Recession, he helped create several important reforms in the financial services and housing markets, including the Dodd-Frank Wall Street Reform and Consumer Protection Act. He currently serves as the Ranking Member of the Subcommittee on Financial Institutions and Monetary Policy. Recently, Congressman Foster was appointed to the Bipartisan House Task Force on Artificial Intelligence which is charged with considering legislative and regulatory policies that may be needed affecting the use of artificial Intelligence in healthcare, life sciences and other key areas.Bill previously served on the House Science, Space, and Technology Committee where he fought for evidence-based policies and forward-thinking approaches to some of our country’s most pressing issues, including climate change and energy innovation. Bill continues to be a champion for sustained federal funding for scientific research. He also served as the chairman of the Science Committee’s Investigations and Oversight Subcommittee, which is empowered to investigate and oversee federal scientific research. Bill’s business career began at age 19 when he and his younger brother co-founded Electronic Theatre Controls, Inc., a company that now manufactures over half of the theater lighting equipment in the United States. Before he became a Member of Congress, Bill worked as a high-energy physicist and particle accelerator designer at Fermi National Accelerator Laboratory (Fermilab). He was a member of the team that discovered the top quark, the heaviest known form of matter. He also led the teams that designed and built several scientific facilities and detectors still in use today, including the Antiproton Recycler Ring, the latest of Fermilab’s giant particle accelerators. Bill lives in Naperville with his wife Aesook, who is also a physicist. Bill has two grown children, Billy and Christine. Bill’s father was a civil rights lawyer who wrote much of the enforcement language behind the Civil Rights Act of 1964.

executive faculty:

Evan AtkinsonEvan Atkinson, Associate, Dykema LLP

Evan Atkinson is an associate in Dykema’s Austin office. He represents buyers, sellers, and private equity-backed sponsors across the healthcare industry, including dental service organizations, medical service organizations, dentists, urologists, dermatologists, medical aesthetic provider, and virtually every other type of medical professional in strategic transactions and negotiations, including acquisitions, mergers, recapitalizations, and divestitures.  Following law school, Evan gained valuable experience serving as a Judicial Clerk for the Honorable Ronald B. King in the United States Bankruptcy Court for the Western District of Texas. Prior to law school, Evan served in the United States Army where, among other assignments during his nine years of service, he served as a Blackhawk door gunner in Iraq and supervisor of the Soldiers under his command. Evan’s varied background and superb legal knowledge helps him facilitate strong relationships with his clients and navigate the often chaotic deal process. Evan received his J.D. cum laude from Southern Methodist University Dedman School of Law, and his B.S. from American Military University.

Charles BauerChaz Bauer, Director, Healthcare Investment Banking, Fifth Third Securities

Chaz is a Director in the Healthcare Investment Banking group at Fifth Third Securities, where he advises founders, investment firms, and health system on transactions across the healthcare services landscape, with a particular emphasis on post-acute and in-home care. Chaz brings over 13 years of M&A experience across different investment banking, private equity, and corporate development platforms. Much of his career has been spent working in the healthcare industry, where he has deep experience working with healthcare providers, health systems, and other healthcare industry participants. Prior to joining Fifth Third Securities, Chaz led corporate development at Beaumont Health, where he was responsible for system-wide mergers, acquisitions, joint ventures, divestitures, and other strategic initiatives. Chaz’s prior experience includes roles at Surgical Care Affiliates, H.I.G. Capital, and Houlihan Lokey.

Ryan BoersRyan Boers, COO – Business Development & Strategy, GE Healthcare

Ryan Boers serves as the Project Leader of GE HealthCare’s Spin Management Office (SMO) where he led the overall Spin-off of GE HealthCare from GE, which was successfully completed on January 3rd, 2023. Ryan continues to lead the Company’s post-Spin separation efforts, including the exiting of transition services and stand up of replacement services. In addition to his role leading the SMO, Ryan is the Chief Operations Officer for the BD and Strategy function at GE HealthCare where he leads the integration and divestiture project team, preparation for board and leadership meetings, and staff management and development.  Prior to his current roles, Ryan led M&A projects for GEHC’s Ultrasound and Patient Care Solutions business segments. Before joining GEHC, Ryan worked in investment banking and also held finance and strategy roles in the insurance industry. Ryan holds a bachelor’s degree from The University of Wisconsin-Madison and an MBA from The University of Chicago Booth School of Business.

Kyle BrownJ. Kyle Brown, Managing Director, Brown Gibbons Lang & Co.

Kyle Brown is a Managing Director and senior member of BGL’s Healthcare & Life Sciences team, focusing on Healthcare Provider Services. He advises clients on mergers and acquisitions, recapitalizations, private placements, and other strategic assignments across several healthcare services sectors. In particular, Kyle brings significant experience in advising specialty physician practices within retail medicine, outsourced clinical services, single disease state focused specialties, and primary care. Outside of Provider Services, Kyle has amassed experience in pharmaceutical services, payor services, diagnostics, research tools, wellness, and health facilities, among others.  Prior to joining BGL, Kyle was a member of Wellspring Partners, the healthcare arm of Huron Consulting Group.  Kyle received a B.S. degree from Miami University, and his MBA from Northwestern University.

Invest BullardIvneet Bhullar, Investment Partner, Fusion Fund

Ivneet Bhullar brings a strong technical, business and operational background to Fusion Fund. Prior to joining, Ivneet spent over five years in various roles in biopharma at Genentech and Amgen. Most recently Ivneet was a Senior Manager in Amgen’s Digital Health & Innovation group as a part of the Strategy & Business Development team where he sourced, conducted diligence on, and executed transactions with health technology companies. Ivneet also previously spent time in Lazard’s Healthcare M&A team and has consulted for several early-stage startups on projects ranging from fundraising to developing go-to-market strategies. Ivneet holds an MBA from Harvard Business School, an M.S. in Bioengineering from UC San Diego, and a B.S. in Bioengineering from UCLA.

Josh CarsonJoshua Carson, Venture Manager, WARF Ventures

Josh Carson is a Manager at WARF Ventures and brings over a decade of experience in the University startup ecosystem. Prior to joining WARF, Josh trained as a biochemist by way of the University of Denver (BS ’05) and the University of Wisconsin – Madison (PhD ’15). After an initial attempt at a metabolic diagnostic company that was unsuccessful, Josh joined WARF in the licensing group where his portfolio largely consisted of innovations in the biotechnology space. Josh led negotiations with both large entities as well as startups, including the founding license for Design Therapeutics ($DSGN, IPO ‘21). More recently, Josh joined the team at WARF Ventures, a $100M early-stage fund dedicated to companies working to develop WARF and UW-Madison technologies. At WARF Ventures, Josh leads the team in evaluating opportunities, performing due diligence on investments, and supporting existing portfolio companies in the life-science sectors. At WARF Ventures, Josh has led investments in companies from a range of industries including therapeutics, diagnostics, and medical devices. Josh is a board director at OnLume, and a board observer at BrainXell, Immuto Scientific, Voximetry, LynxBio, and Gregor Diagnostics.

Jenifer ChristensenJenifer Christensen, VP, Strategic Initiatives, AbbVie

Jenifer Christensen is an innovative and results-driven leader with a wide range of global and domestic expertise in strategy development, integration and divestiture management, business transformation, policy/procedure development, process improvement, organizational design and management, talent development, and cost reductions. Jenifer positively impacts the bottom line by leveraging extensive experience in solutions-oriented problem solving, team development, change management, analytics, and regulatory compliance. She serves as a catalyst for thoughtful interference, resulting in positive change and implements sustainable, measurable solutions to meet business needs.

Matthew CohnMatthew Cohn, SVP, Team Leader, Healthcare & Life Sciences, Alliant Insurance Services, Inc.

Matthew Cohn is a Senior Vice President and team leader of Alliant Healthcare & Life Sciences.   Specializing in property and casualty insurance programs, Matt’s role is to develop custom insurance and risk management programs, with an emphasis on healthcare and life science companies.  He has developed multiple proprietary/exclusive liability insurance programs for the life science industry.  Matt has extensive experience with mergers and acquisitions and assisting high growth companies gain significant financial efficiencies integrating national and multinational insurance programs. Matt has been a member of the Alliant team since July, 2003.  The twelve years prior to joining Alliant, Matt served as a Vice President at a large national insurance brokerage firm.  He is a graduate of Indiana University with a Bachelor of Science degree in Business Marketing and a minor in Psychology.  He is an active participant in the life sciences  ecosystem.  Holder of the designation of the Accredited Advisor in Insurance (AAI), Matt is a national presenter and trainer to insurance professionals on a variety of topics including his proprietary “Coverage Audit System” he developed to provide better asset protection to his valued clients.

Adam DavisAdam Davis, Vice President, Juniper Advisory

Adam Davis has over ten years of healthcare experience. At Juniper, he leads and supports a variety of M&A transactions for both not-for-profit and for-profit clients that have a range of strategic needs. He was previously an Associate Director at Fitch Ratings, focusing on primarily health system, hospital and senior living credits, with a secondary concentration in Higher Education. He was responsible for monitoring outstanding ratings and assigning new ratings to bond issues for a portfolio of credits, while also contributing to various research pieces.  Prior to joining Fitch Ratings, Adam was an Associate at Cain Brothers, an investment bank based in New York focused on the healthcare industry. While at Cain Brothers, Adam fulfilled and led a variety of analytical functions for tax-exempt and taxable bond financings that funded new capital projects, debt restructurings, and/or acquisitions within both the hospital and senior living sectors. Prior to Cain Brothers, Adam was a Credit Analyst at Moody’s Investors Service, focusing on a portfolio of not-for-profit health systems and hospitals, while also publishing various pieces on topics such as trends in healthcare mergers and acquisitions. Adam earned a BA in Government and Economics at Bowdoin College and an MBA from the Baruch College – Mt. Sinai School of Medicine program in New York.

Sebastien DhonteSebastien Dhonte, Managing Director, Clairvest

Sebastien Dhonte, Managing Director, Clairvest joined the firm in 2010 and participates in all areas of the investment process. Sebastien leads Clairvest’s investment in Boca Biolistics, a leading biosample procurement and contract research organization while spearheading the firms efforts to make additional investments in outsourced services to pharma and biotech companies. Prior to joining Clairvest, Sebastien worked as a strategic consultant with McKinsey & Company in North America, and as a placement agent in Europe, assisting with private equity fundraisings. Sebastien started his career in investment banking with Bank of Montreal where he participated in M&A assignments, as well as equity and debt financings. Sebastien holds an MBA from INSEAD and a Bachelor of Commerce (Joint Honours in Economics and Finance) from McGill University.

Anna Elliott

Anna Elliott, Managing Director/Partner, Vertess Healthcare Advisors

Anna Elliott is a Managing Director/Partner with Vertess Healthcare Advisors. With over 15 years of experience in healthcare technology, post-acute care, hospice, and urgent care, Anna is a highly experienced healthcare executive. She has successfully supported numerous private equity roll-ups and exits in the home healthcare sector. Anna’s extensive knowledge of the healthcare industry and her leadership in the M&A community, as a certified M&A Advisor (CM&AA) and member of the Executive Committee of the Chapter of the Association for Mergers & Acquisitions Advisors (AM&AA), distinguishes her from others in the field. Throughout Anna’s career, she has specialized in healthcare and has excelled in attracting healthcare technology firms and industries that are growing through Mergers + Acquisitions. She has a strong ability to target specific needs and opportunities in the business supply and demand process, resulting in over $150 million in value delivered to organizations. As a co-founder of M&A Finders, a boutique Merger and Acquisition advisory firm in Pittsburgh, Anna Elliott has been able to pursue her passion for advocating on behalf of buyers and sellers in achieving their M&A goals.

Chad FollmerChad Follmer, SVP, Team Leader, Healthcare & Life Science Practice, Alliant Insurance Services, Inc.

Chad Follmer brings to Alliant decades of experience in developing innovative risk management and insurance solutions for a wide range of clients in the healthcare and life science industries.

Follmer has spent his entire career developing creative insurance solutions to address healthcare clients’ needs, including self-insurance, captives and other alternative risk finance structures for some of the largest and most complex Healthcare organizations in the US.

In the past decade, Follmer has distinguished himself as the leading brokerage partner for the fast growth, investor-backed companies that are leading change in the evolving healthcare landscape to improve healthcare outcomes, patient experience and system efficiency.  Follmer pioneered an innovative suite of coverage for disruptive digital health and life science companies that today has become the industry standard.  This solution enables organizations to reduce costs and preserve assets while confidently pursuing their business strategies unencumbered by inefficient, administratively burdensome traditional insurance programs.

Chad brings tremendous technical expertise as he represents a broad range of clients, including traditional healthcare providers, life science organizations and evolving companies in the healthcare technology and digital medicine segments.  He was a risk management major at the University of Georgia, has an MBA from Wake Forest University and completed Executive Education for Exotic Risk Management at Warton.

He is a Risk Management “Power Broker” and was the Healthcare and Life Science Practice Leader for Marsh in the Western Zone before joining Alliant.

Eric HorlerEric Horler, President & CEO, AIQ Solutions

Eric Horler is the President & CEO or AIQ Solutions based in Madison, WI.  A serial start-up CEO, Eric leads medical device companies from inception through commercialization and growth. Previously a global general manager at GE Healthcare and an international manager for Baxter, Eric has extensive experience in a broad range of markets. His success stems from building small teams of superstars.




Ted KeimTed Keim, Partner, Venable LLP– Chicago, IL

Ted Keim’s practice focuses on mergers and acquisitions, investment and venture capital transactions, private equity, corporate reorganizations and restructurings, and complex joint venture/company representation matters.  Ted’s clients include a broad range of public and privately held companies, both in the United States and globally, across a wide spectrum of industries, including healthcare and life sciences/medical devices, food and beverage, financial and technology services, industrials, automotive, aerospace and defense, retail, and hospitality.

David KereiakesDavid Kereiakes, Managing Partner, Windham Venture Partners

David Kereiakes joined Windham Venture Partners in 2023 as a Managing Partner helping to oversee all aspects of the fund. Most recently, David served as a Partner with Providence Ventures where he was actively involved in driving new strategic growth initiatives for Providence, helping to shape the future of one of America’s largest comprehensive health care organizations.

As an investor, board member, and advisor, David has helped support talented healthcare entrepreneurs realize over $1 billion in value. Over his career, he has led or co-led investments in Bolder Surgical (acquired by Hologic), Veran Medical (acquired by Olympus), TissueTech (acquired), Advanced Practice Strategies (acquired by Relias Learning), SurgiQuest (acquiredby Conmed Corp), TailorMed, MacroHealth, OrthAlign, and NICO Corporation. Additionally, David currently or previously served on the Board of Directors of TailorMed, DexCare, Wildflower Health, Veran Medical, and AVIA Health. Earlier in his career, David served as a Principal with RC Capital and as President and Board Member of Mid-America Health Investors Network (MHIN), one of the Country’s largest industry groups, where he represented over 60 active healthcare funds with offices spread throughout Middle America. David graduated from Indiana University’s Kelley School of Business and received his MBA with a concentration in finance from Xavier University’s Williams College of Business.

Doug KingDoug King, CIO/SVP, Information Services, Northwestern Memorial Health Center

Doug King is the Chief information Officer and Senior Vice President of Information Services for Northwestern Memorial Healthcare and Northwestern University’s Feinberg School of Medicine. Doug provides strategic leadership for a broad range of technology initiatives supporting our core clinical, administrative, and research platforms.  In addition, Doug has responsibility for the Analytics and Informatics departments and helps lead the integration of Northwestern Medicine’s research activities.   Doug oversees the Innovation department, focusing on enabling and advancing digital capabilities throughout the health system. Prior to becoming Chief Information Officer, Doug served as Vice President within Information Services, focusing on technology, application support, and development. Over the course of his 15 year career at Northwestern, Doug has actively participated in the integration and strategic growth of our health system, including delivering our core, integrated platforms, serving on various committees within the organization, and building and fostering the talent and culture of the IS department. He brings his passion and commitment to our patients everyday through reliable and cutting-edge technology solutions.  Doug sits on several boards advising on the technology impact within health care. Doug holds a B.S. in Information Systems from Eastern Illinois University and an M.B.A. with a concentration in Healthcare Administration from Benedictine University.

Steve LehmannSteve Lehmann, MBA, Director of Venture Operations, Portal Innovations

Steve is a “startup midwife” who has spent the last decade helping inventors turn their discoveries into businesses, whether in a startup, a university, or even a refugee camp. He most recently led the George Shultz Innovation Fund at UChicago, where he nucleated and invested in University spinouts. Prior to UChicago he was an Associate for Ocean Tomo’s Innovation Management practice, where he advised companies on how to acquire, develop, and commercialize technologies.

Rich LeavittRichard Levitt, SVP, Team Leader, Healthcare & Life Science Practice, Alliant Insurance Services, Inc.

Rich Leavitt leads a team of specialists dedicated to developing creative insurance and risk management solutions for companies across the Life Science and Healthcare spectrum.

Leavitt has focused his career on crafting innovative solutions for Life Science and Healthcare companies on the vanguard of providing revolutionary products and services. He draws upon decades of relationships with insurance leaders in the US, London, Bermuda, ROW markets to offer tailored risk financing (e.g., manuscript, self-insurance, captive) to meet each client’s unique needs. These relationships have enabled him to secure outstanding results for clients, especially those with challenging risk profiles. Rich and his team act as an extension of clients’ risk, finance, legal, operations and asset management groups, providing outsourced risk management consultation with an analytical, thoughtful, and client-centric approach. His primary objective is to minimize both the cost, and uncertainty of risk. Leavitt has extensive experience in presenting to Executive teams, Audit Committees, and Boards during critical inflection points. Prior to joining Alliant in 2021, Leavitt founded and led the Life Sciences and Executive Risk practices at William Gallagher Associates. He then led AJ Gallagher’s Northeast region Healthcare practice when WGA was acquired.

Rahul ManjiRahil Manji, Vice President, Clairvest

Rahil Manji, Vice President, Clairvest joined the firm in 2019 and participates in all areas of the investment process. Rahil sits on the Board of Clairvest’s investments in Abra Health (a dental service organization in the Northeast), Bluetree Dental (a dental service organization in the Mountain West region) and Mountain Land Physical Therapy (an outpatient physical therapy business in the Mountain West region). Rahil leads Clairvest’s efforts to make additional investments in the healthcare practice management space. Prior to joining Clairvest, Rahil worked at Goldman Sachs in the Investment Banking Division, focused on the Natural Resources industry. Rahil holds a B. Eng. in Chemical Engineering from McGill University.

Michael MasonMichael Mason, Co-Head, Healthcare Lending, Old National Bank

Michael Mason is Co-Head of the Healthcare lending team at Old National Bank.  Based in Cleveland, OH, Mike is responsible for new business development and managing a portfolio of key client relationships. His specialization includes not-for-profit as well as for-profit Senior Living and Healthcare providers. Mike has more than 25 years of commercial banking experience spanning the Cleveland, Columbus, Chicago, and St. Louis markets. Mike received his MBA from Washington University in St. Louis, and his Undergraduate degree from University of Cincinnati – Lindner School of Business

Ari MarkensonAri Markenson, Partner, Venable LLP

Ari Markenson practices at the intersection of healthcare, law, and business. Ari advises healthcare industry clients, including investors, lenders, providers, and suppliers, on a broad range of regulatory and corporate matters, and has significant experience in complex healthcare industry mergers, acquisitions and financial transactions. He regularly represents private equity firms and lenders in such transactions and evaluates and advises on compliance and regulatory issues with regard to sellers and potential borrowers from banks and financing sources. He also advises various healthcare entities on regulatory matters, including conditions for participation; fraud and abuse; and survey, certification, licensure, and enforcement issues. Ari advises clients on Medicare and Medicaid conditions for participation, obtaining certificate of need approval, and state licensure. He has significant experience representing numerous providers in response to and appeals of audits and investigations by regulatory enforcement authorities regarding compliance with reimbursement rules and regulations under government healthcare programs. Ari frequently writes for industry publications and speaks at industry and professional events. He also teaches healthcare law and other healthcare management and policy topics at the Columbia University Mailman School of Public Health, at Pace University, Department of Health Sciences of the College of Health Professions and at the Elisabeth Haub School of Law at Pace University.

David MichealDavid Michael, Managing Director, Anzu Partners LLC

David Michael is an investor and advisor with nearly 30 years of international business experience. He co-founded Anzu Partners and developed the firm’s focus on breakthrough industrial technologies that shape and enable tomorrow’s industries. He has pioneered the financing and growth of several Anzu portfolio companies. These include the life sciences tools companies TeraPore Technologies (now also backed by RA Capital), Nanocellect Biomedical (now also backed by Warburg Pincus and Casdin Capital), Bioskryb Genomics, ImmunoScape (now also backed by the Singapore EDB Investments), and Intervenn Biosciences (now also backed by Softbank). Prior to his work at Anzu, Mr. Michael spent 24 years at The Boston Consulting Group as a Senior PartnerHe founded the firm’s Beijing office and led the firm’s Greater China practice, and the firm’s overall emerging markets practice. Mr. Michael has lived and worked in Beijing, Hong Kong, and Silicon Valley, and served clients in technology and life sciences across Asia and the Western U.S. Mr. Michael has advised many of the world’s leading companies in the technology and life sciences sectors. He has served on the World Economic Forum’s Emerging Multinationals Council, the Strategy Board of China Mobile Corporation, and the US-China Business Council. He is on the International Advisory Board of the School of Global Policy at the University of California. Mr. Michael chaired the launch committee of the Ullens Center for Contemporary Art in Beijing, China, and founded the non-profit corporation Building Futures Now in East Palo Alto, CA. Mr. Michael has an MBA from Stanford Business School, where he received the school’s highest honor, the Ernest Arbuckle Award. He earned his BA in Economics, magna cum laude, from Harvard University, and was a Rotary International Scholar at the Chinese University of Hong Kong.

Imran Shaikh

Imran Shaikh, Chief Technology Officer, Shore Capital Partners

Imran Shaikh is the CTO at Shore Capital Partners, a microcap private equity firm focused on partnering with companies with between $1-10 million of EBITDA. Imran’s responsibilities include working with portfolio company management teams to improve their technology and cybersecurity functions and preparing acquired platforms for add-on acquisitions.  Imran joined Shore with 25 years of technology experience leading technology and Cybersecurity strategy for public companies, startups, and PE-owned companies. He most recently served as a Director at Vista Consulting Group, the dedicated consulting partner of Vista Equity Partners. His responsibilities included working with the portfolio companies on their IT, Business Applications, Cloud Ops, Cybersecurity, tech-diligence, and strategic partnership management. He also served as the Head of IT for the Vista PE management firm. Before Vista, Imran was in a technology leadership role at SumTotal Systems. Imran started his career as a malware analyst for a Cybersecurity product company.

Bradley Smith

Bradley M. Smith, Managing Director/Partner, Vertess Healthcare Advisors

Brad Smith is a Managing Director/Partner with Vertess Healthcare Advisors. For over 20 years, Brad has held a number of significant executive positions including founding Lone Star Scooters, which offered medical equipment and franchise opportunities across the country, Lone Star Bio Medical, a diversified DME, pharmacy, health IT and home health care company, and BMS Consulting, where he provided strategic analysis and M+A intermediary services to executives in the healthcare industry. In addition, Brad is a regular columnist for HomeCare magazine and HME News, where he focuses on healthcare marketplace trends and innovative business strategies for the principals of healthcare companies.  At VERTESS, Brad Smith brings considerable expertise in Private Equity Recapitalizations, HME/DME, Home Health Care, Hospice, Medical Devices, Health IT/Digital Health, Lab Services and related healthcare verticals in with US and internationally.

Reed Van GordenReed Van Gorden, Managing Director, Deerpath Capital

Reed Van Gorden is a Managing Director and Head of Originations at Deerpath Capital. He joined Deerpath in 2015 and has 17 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., 2012) and Northwestern University (B.A., 2006).


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.

International 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: