Welcome to the iiBIG homepage. Celebrating 10 years of service!

March 31 - April 1, 2020 

KPMG Conference Center

Chicago, IL

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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

DAY ONE: TUESDAY, MARCH 31, 2020

8:00am

Exhibition Set-up

11:00am

Registration, Refreshments and Networking (in Exhibit Hall)

12:00pm
Welcome to 19th Healthcare M&A/Chicago: Introductions

Don Buford

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

12:15pm
STATE of the HEALTHCARE INDUSTRY
The conference opens with a Keynote panel on the “State of the Industry” from the proverbial ’30-thousand feet.’ The panel will be made up of leading healthcare experts with first-hand information on the latest from Washington; real-world experiences from the front-lines of our healthcare system, and the future of healthcare, with a special focus on middle-market M&A and Joint Venture transaction activity expected in 2020.

Walter Olshanski Neil Pickett

Moderator:

  • Walter Olshanski, Managing Director, Healthcare Services, KPMG– New York, NY

Panelists:

  • Neil Pickett, Vice President & Deputy Chief of Staff, Indiana University Health – Indianapolis, IN
  • Others TBA

1:20pm
Hospital & Other Providers Roundtable: Roll-ups in the For-profit and Non-profit Provider Sectors
If the ACA is declared void by the courts, or other unilateral policy changes are made by the current administration, will Hospital emergency room become inundated? Will reimbursements from Medicare, Medicaid, and private health insurance be driven down? Will this disruption be good or bad in terms of generating deal-flow? What are the prospects for M&A deal-flow – and strategic acquisitions – in the hospital, and other provider sectors in the next 12 months?

David Klementz Christopher Helmrath Neil Pickett

Panelists:

  • David Klementz, Chief Strategy & Development Officer, Encompass Health – Birmingham, AL
  • Christopher Helmrath, Founder & Managing Director, SC&H Capital – Baltimore, MD
  • Neil Pickett, Vice President & Deputy Chief of Staff, Indiana University Health – Indianapolis, IN
  • Others TBA

2:20pm

AFTERNOON NETWORKING BREAK

2:55pm
Private Investors Roundtable:
Healthcare investing from the POV of private equity, VCs, ESOPs, REITs and other financial buyers

How are financial investors sizing up deal-flow opportunities in the next 12 months? Which sectors will be dominating transaction deal-flow in 2020?

John Geis John Patterson

Panelists:

  • John Geis, Principal, Cresset Partners – Chicago, IL
  • John Patterson, Managing Director, Amherst Partners – Birmingham, MI
  • Others TBA

4:00pm
Healthcare Partnerships & Joint Ventures Roundtable
When does it make more sense to enter into joint ventures and partnerships than engaging in outright mergers or acquisitions? How are these transactions and business models being structured?

Jeff Whitcomb Craig Woods

Panelists:

  • Jeff Whitcomb, Healthcare Strategy / M&A, KPMG – Tampa/St. Petersburg, FL
  • Craig Woods, Attorney, Dykema – Dallas, TX
  • Others TBA

5:00pm

Evening Networking Reception

DAY TWO: WEDNESDAY, APRIL 1, 2020

8:30am

Registration, Continental Breakfast and Networking

9:15am
Transaction Services Roundtable
An examination of best practices in enhancing seller valuations, regulatory compliance, due diligence and more. The “dos and don’ts” before, during and after the healthcare transaction will be examined.

Stephen Sapletal

Panelists:

  • Steve Sapletal, Partner, Strategy – M&A Services, KPMG – San Francisco, CA
  • Others TBA

10:20am
Roll-Ups and Multi-Physician Practices
Hear from Hospital, PE, Physician Practices and other Buyers & Sellers. Is deal-flow still surging?

  • Are physician practices still interested in cashing-out and relieving themselves of the myriad of administrative headaches? What is the status of deal-roll-ups for specialty practices, e.g. dental, vision, etc.?
  • What are practices like these doing to set themselves apart to attract buyers/investors?

Walter Olshanski Theodore Blum Larry Gilmore

Moderator:

  • Walter Olshanski, Managing Director, Healthcare Services, KPMG– New York, NY

Panelists:

  • Theodore I. Blum, Managing Shareholder, Greenberg Traurig – Atlanta, GA
  • Larry Gilmore, Senior Director, VSP Global – Rancho Cordova, CA
  • Others TBA

11:20am

AM NETWORKING BREAK

11:50am
Healthcare Lenders Roundtable
Hear from lenders on traditional vs. alternative sources of capital for completing healthcare transactions. What the key considerations to be taken into account when marshalling leverage in today’s healthcare environment?

Michelle KingMichael Taylor  

Moderator:

  • Michelle King, Partner, Chapman and Cutler LLPChicago, IL

Panelists:

  • Michael Taylor, Head of Healthcare Lending, First Midwest Bank – Chicago, IL
  • Others TBA

12:50pm

LUNCHEON For All Conference Attendees

2:00pm
Distressed & Turnaround Opportunities in Healthcare Roundtable
Disruption in the healthcare markets produces both distress and opportunity. This roundtable discussion will focus on how opportunity investors, bankruptcy and turnaround specialists and others assess the landscape for ROI in the distressed healthcare space.

Michael Friedman Suzanne Koenig Ken Mann Nancy Peterman

Panelists:

  • Michael Friedman, Partner, Chapman and Cutler LLP – New York, NY
  • Suzanne Koenig, President, SAK Management – Chicago, IL
  • Ken Mann, Managing Director, SC&H CapitalBaltimore, MD
  • Nancy A. Peterman, Chair, Chicago Restructuring & Bankruptcy Practice, Greenberg Traurig LLP – Chicago, IL
  • Others TBA

3:05pm
Healthcare Real Estate & Senior Housing Roundtable: Trends in 2020
Trends in 2020? Baby-Boomers own 2 out of 5 single-family homes today. Does this portend an ever-growing demand for Senior Housing as seniors begin to sell their homes? What are the new alternatives to traditional ‘nursing homes’ for baby-boomers who are reluctant to sell their homes? How do Senior Housing Operators stand out from the crowd when recruiting residents, and/or preparing for a sale or acquisition?

  • Partnerships & Joint Ventures between senior-housing developers and teaching hospitals?
  • Ala carte services such as well-living rentals, and mixed-use developments?
  • When bring a facility up-to-date in preparation of a sale or merger, what are the most important updates an operator must make?

Isaac Dole Kathryn Burton-Gray

Panelists:

  • Isaac Dole, Founder/Managing Principal, Birchwood Healthcare Properties – Chicago, IL
  • Kathryn Burton Gray, Senior Managing Director Seniors Housing, Hunt Real Estate Capital – Irvine, CA
  • Others TBA

4:00pm

Conference Concludes
iiBIG Thanks ALL OF OUR clients, for over THIRTEEN Years of Healthcare Deal-Making Leadership!