Helping Businesses Keep Both ii's On The BIG Picture For Over 13 Years!
Investment & M&A Opportunities in HEALTHCARE

SEPT. 20-21, 2021

VIRTUAL CONFERENCE

SPEAKING FACULTY

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


Jeff AberJeffrey M. Aber, Executive Director, Office of Strategy, University of Miami Health System

Jeffrey Aber is the Executive Director of Strategy and Business Development at UHealth – University of Miami Health System. Mr. Aber has over twenty years’ experience in the health care industry specializing in strategic planning, business planning, market/demand analyses, and physician arrangements. Mr. Aber has worked for and advised academic medical centers, community hospitals, large health systems, government medical centers, and physician groups. Prior to joining UHealth, Mr. Aber held a director position at Quorum Health Resources and has held key positions with Corrigo Health Care Solutions, Ernst & Young, and Englewood (NJ) Hospital and Medical Center.


Theodore I. BlumTheodore I. Blum, Managing Shareholder, Greenberg Traurig LLP

Ted Blum serves as Managing Shareholder of the Atlanta office and Chair of the Atlanta Corporate Practice for Greenberg Traurig LLP. He leads and advises a team with the strategic business, legal and market experience needed to manage and close complex transactions, as well as to provide counsel on day-to-day operations. Ted concentrates his practice in the areas of corporate and business law, mergers and acquisitions, venture capital, and corporate finance. He has experience representing buyers and sellers in the structuring and negotiation of complex, multimillion-dollar mergers, acquisitions and divestitures of public and privately held companies. These transactions include leveraged buyouts, tax-free reorganizations, stock redemptions and acquisitions of financially troubled or insolvent companies. Ted also works closely with growth companies raising equity or debt capital in private placements and other transactions exempt from the registration requirements of the federal and state securities laws. These transactions include the structuring and negotiation of rights, privileges and preferences of common stock, preferred stock, convertible debt, warrants and other equity or debt arrangements (including preemptive rights, anti-dilution protections, liquidation and dividend preferences, registration rights, rights of first refusal, co-sale rights, puts, calls, voting rights and board representation, capital calls, and other rights). He represents companies in structuring and negotiating joint venture, partnership and other strategic arrangements, licensing and development agreements, distribution and supply agreements, shareholder agreements, option and warrant agreements, employment and consulting agreements, and non-competition, non-disclosure and proprietary rights agreements


Brian BruendermanBrian Bruenderman, Partner & EVP, Stoneridge Partners

Brian Bruenderman, J.D, Partner and Executive Vice President, joined Stoneridge Partners after a successful stint as Director of Business Development for Almost Family, a leading provider of home health nursing, rehabilitation and personal care services with over 250 locations in 15 states. During his tenure, despite much uncertainty in the home health industry at the time, Almost Family acquired $160 million in annual revenues, including the largest transaction in the company’s history. Prior to Almost Family, Brian was the Senior Director of Development for ResCare, Inc., a national human services company with more than $1.6 billion in revenue and operations in 42 states. Brian’s strategic approach to developing new markets through selective acquisitions led to $350 million in growth for ResCare and launched the company into the Fortune 1000. Today, he has been involved in the purchase of over 125 health and human service companies. Brian received his Bachelor of Arts degree and Juris Doctor from the University of Louisville. While in college, he purchased several small businesses and credits his later success to that experience. His business background and legal education give him the skills and perspective to successfully negotiate transactions all the way through closing. Specifically, his almost two decades of involvement with strategic buyers gives him a unique insight into how they approach valuation, diligence and negotiation. This combination of education and experience makes him a valuable addition to any transaction.


Kevin DesaiKevin Desai, Healthcare Deals Partner – PE, PwC

Kevin Desai is an experienced deal professional that has assisted private equity and corporate clients in over 100 transactions (acquisitions, divestitures, joint ventures), ranging in size from $5M to $2B, primarily in various healthcare industries (pharmaceuticals, life sciences, medical devices, hospitals, pharmacies, medical/dental providers, healthcare IT, and other healthcare services). As part of the Advisory Deals practice, Kevin leads xLOS engagements advising clients pursuing acquisitions and divestitures, with a focus on financial due diligence. As partner, he will continue to grow the Deals service offerings across Health Industries. Kevin also serves as Board President of the NorthShore University Health System.


Isaac DoleIsaac Dole, Founder / Managing Principal, Birchwood Healthcare Properties

Isaac Dole is the Founder & CEO of Birchwood Healthcare Partners.  He has spent the majority of his career in the post-acute healthcare industry.  He started in brokerage within the National Senior Housing Group at Marcus and Millichap.  From there, he moved to Managing Director of Acquisitions at Aviv REIT (now Omega Healthcare Investors (OHI)) where he helped grow the portfolio from 175 communities when he started to 325 communities at the time of his departure.  The company went public in 2013 and eventually sold to Omega in 2015.  In 2014, he started Birchwood Healthcare Partners, which owns and operates senior housing communities, nursing homes and ancillary company businesses like hospice, home health and a nurse practitioner business.  Isaac has completed hundreds of millions of dollars of post-acute healthcare transactions throughout his career.  Isaac received a BA in Economics from Tufts University and an MBA from Northwestern University’s Kellogg School of Management.


Nick DonkarNick Donkar, Head Deals Leader – Healthcare, PwC

As a Partner in the PwC’s Deals Practice, Nick Donkar has been involved in more than 650+ merger, acquisition, spin-off, divestiture, carve-out and corporate finance transactions, working for both strategic/corporate and private equity clients. Additionally, Nick leads the US Health Services Sector for PwC’s Deals practice, bringing forth over 19 years of transactional experience to both provider, payer and PLS related opportunities. The Health Services practice at PwC is comprised of over 20+ Partners across the deal continuum that focus exclusively on provider/payer deals throughout the US. Nick has assisted on buy-side and sell-side diligence for domestic and international companies and is experienced in healthcare, including extensive experience in a variety of the various sub-sectors within each of these areas. Nick has served as an organizing member of PwC’s Healthcare Corporate Roundtable, an annual provider/payer conference for senior level client executives.   Nick has participated as both a moderator and speaker on multiple healthcare panels throughout the US, instructed at Duke’s MBA program via a due diligence “Boot Camp” and formerly served as the lead Director for PwC’s Financial Diligence Orientation for North America (2-year rotation). Nick was recognized as a Top 40 Under 40 Deals professional for the U.S. based on his extensive activity within the mergers and acquisitions community. Nick graduated from the Goizueta Business School at Emory University with a BBA in Finance and received a Master of Business Administration, with Honors, from the Terry College of Business at the University of Georgia. Nick is a CPA in Georgia and California and a member of the AICPA.


Dan FarrellDaniel Farrell, Partner-Healthcare Deals, 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 GeisJohn 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 GilmoreLarry Gilmore, Senior Director, VSP Global

Larry Gilmore, Senior Director at VSP Global is an entrepreneurial-minded, senior executive in corporate strategy and development, as well as organizational effectiveness, with global experience leading mission critical, trajectory changing initiatives across all lines of business for a diverse range of industries and organizations. He has proven experience uncovering and identifying emerging and middle market, growth company opportunities, solidifying business models and building leadership and management teams. Employ industry leading methodologies to improve organizational efficiency and create workforce engagement. Larry also has international experience in identifying emerging and middle market growth opportunities, solidifying the business model to make it bankable, developing corporate structures and governance, raising growth capital and building leadership teams. Larry resided in China for six years and is conversational in Mandarin.


Doug GriswoldDoug Griswold, Shareholder, Chambliss, Bahner & Stophel, PC

Doug, a shareholder and former health care chair at Chambliss, Bahner & Stophel, P.C., serves M&A and health care clients throughout the Southeast and across the U.S. Representing providers in a variety of business transactions, he focuses his practice on asset and stock purchase transactions and joint venture arrangements. Doug also works with providers on physician employment and equity arrangements, professional service arrangements, state licensing and certification issues, billing and coding matters, and compliance/regulatory guidance. He is known for cultivating and maintaining good relationships with all parties involved in order to achieve the best possible outcomes for his clients which include both private and publicly held entities. As clients face a heavily regulated environment, he stays vigilant to guide them through the ever-changing compliance requirements. He finds it gratifying to help these companies stay on track, articulate their priorities, and adhere to their business strategies so they can achieve success.


Bobby GuyBobby Guy, Shareholder, Polsinelli LLP

Bobby Guy believes that the uncertainty surrounding the US healthcare market presents the greatest investment opportunity in healthcare for the last half century. He is a healthcare deal lawyer, and he spends his time focused on growing, buying and selling healthcare companies. In 2016 and 2017, he led the two largest skilled nursing spinoffs in the country each year, involving more than 30 buyers in 25 states in those deals. In the post-acute and behavioral space, his team has bought and sold more than 500 healthcare facilities in the last four years. He represents clients across the healthcare sector, including: (A) Senior living and skilled nursing owners and operators; (B) Acute care, post-acute care, and behavioral providers; (C) Life science companies; and, (D) Private equity fund investors

One of his favorite recent engagements was handling the sale of the last antibiotics manufacturer in the western hemisphere during the COVID pandemic, keeping it under US ownership and preserving its critical infrastructure designation.  Bobby is the host of The 10 Minute HealthBizCast, and he chairs the national Healthcare Dealmaker’s Conference in Dallas each May. He is also a frequent speaker and author on healthcare investing and healthcare-related topics. He has appeared on Fox News, and has been published or quoted in The New York Times, The Wall Street Journal, CNN Money, The Deal, McKnight’s Senior Living, Healthcare Mergers & Acquisitions, Senior Housing News, HealthLeaders, The Journal of Corporate Renewal, and HFM, among others.


Brett Hickey
Brett Hickey, Founder & CEO, Star Mountain Capital

 


Morgan IveyMorgan Ivey, Associate, Waller

Morgan Ivey is an Associate at Waller where she practices extensively in the healthcare industry.  Morgan assists clients with a wide range of strategic transactions, including recapitalizations, leveraged buy outs, mergers, acquisitions, joint ventures and divestitures involving physician practices, behavioral healthcare facilities, dental practices and other healthcare platforms. She also represents clients in the sale of portfolio companies and investments involving private equity and other strategic buyers. Morgan works extensively with physician practice management companies and dental support organizations operating across the United States. Her experience includes transactional matters across the healthcare spectrum including dental, orthodontics, women’s health, dermatology, chiropractic medicine, physical therapy, optometry and ophthalmology.  Morgan received her J.D., magna cum laude, from Charleston School of Law, and her B.A. in Political Science, magna cum laude, from Rutgers University.  


John W JonesJohn W. Jones, Jr., Partner, Troutman Pepper LLP

John W. Jones is a partner and chair of the Health Care Transactions, Supply Chain and Regulatory Practices of the Health Sciences Department of Troutman Pepper. Additionally, he chairs the firm’s Acute Care and Hospitals and Health Systems, Group Purchasing, Post-Acute and Long-Term Care and Pharmacy Industry practices, and is a member of the White Collar and Corporate Investigations Practice Group. For almost 25 years, John has focused his practice on a corporate and health care matters and has represented financial sponsors, health care providers and suppliers throughout the entire supply chain on a wide range of sophisticated M&A, corporate, regulatory, structural and governance issues, as well as complex compliance and investigation matters.


Michelle KingMichelle (King) Kesner, Partner,  Chapman & Cutler LLP

Michelle (King) Kesner is a partner in Banking and Financial Services Department of Chapman and Cutler LLP and is a member of the Commercial Lending Practice Group. Michelle’s practice focuses on advising banks and other financial institutions in documenting and structuring credit transactions, including asset-based financings, cash flow loans, cross-border secured transactions and multi-currency credit facilities, with a focus on acquisition financing and sponsor finance. Michelle also has extensive experience in representing lenders in secured and unsecured credit facilities to private equity funds and their portfolio companies. Michelle has considerable experience negotiating various types of debt and equity structures, including first lien/second lien financings, last-out and unitranche facilities, and mezzanine financings for transactions spanning a number of industries, including health care (service providers, device manufacturers, pharmaceutical services, healthcare IT, and clinical services), accounting, industrials, agriculture, food and consumer manufacturers and retailers, consulting and business services, education, technology, and insurance. Michelle and her team are active participants in the financing of health care entities, representing large lending institutions in debt offerings.


Suzanne KoenigSuzanne Koenig, President, SAK Management Services LLC

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.


Tom LillisTom Lillis, Partner, Stoneridge Partners

Tom Lillis, Partner of Stoneridge Partners Strategic Consulting, has over 20 years of experience as a health care consulting executive. He offers high-level expertise in revenue cycle, clinical operations and IT solutions.

Tom has held key leadership roles with KPMG Consulting, Alliente, The Hackett Group, Symantec Corporation and McBee Associates, Inc. He is an experienced Senior Vice President with a demonstrated history of working in the hospital & health care industry. Tom is highly-skilled in Management, Healthcare Management, Healthcare, Business Development, Sales Management and Business Process Improvement.


Burk LindseyBurk Lindsey, Managing Director, Raymond James

Burk Lindsey leads the Health Care Services Practice at Raymond James & Associates. Over a 25-year career, he has advised on over 200 transactions with aggregate value in excess of $20 billion.  Burk and his team advise growing, industry-leading health care provider businesses and health care focused private equity firms on mergers and acquisitions and private and public financing transactions. Burk has significant experience in alternate site, behavioral health, distribution, retail healthcare, senior care, and post-acute health among other health care segments.  Raymond James & Associates is the largest investment banking firm in the United States based outside of New York and the nation’s largest independently owned firm.  The Firm has been one of the nation’s top three middle market M&A advisors for transactions under $500 million for the past seven years.


David MarksDavid Marks, Partner, Waller

David Marks is a Partner at Waller.  His practice focuses on buy-side and sell-side private equity M&A, and he has extensive experience in healthcare and other industries. In recent years, David has played a key role in numerous middle-market healthcare transactions involving dental, dermatology, ophthalmology, optometry and optical, chiropractic and physical therapy, women’s health, gastroenterology and other specialties. Additionally, David represents private equity firms, investors and privately held companies in sales of portfolio companies and investments involving PE acquirers. Clients benefit from David’s ability to bring deals to successful conclusions despite the challenges often posed by the complex financing structures and deadlines of private equity transactions. Prior to joining Waller, David gained valuable experience as an associate in New York where he advised private equity firms, distressed businesses and major financial institutions in the design and implementation of sweeping operational and financial restructurings and M&A in some of the largest chapter 11 cases in recent history. David received his J.D. from Columbia Law School, and his l B.A. cum laude in Government & International Relations and Geography from Dartmouth College.


Mark MillerMark Miller, Co-Head, Susquehanna Private Capital LLC

Mark Miller is co-head of Susquehanna Private Capital and is responsible for sourcing, evaluating, and executing investment opportunities. Mark is particularly interested in solving challenges in our healthcare system and leads SPC’s healthcare investment efforts. Prior to joining Susquehanna, Mark was an investor at Huron Capital and an investment banker at J.P. Morgan. Mark graduated with an M.B.A. from the Wharton School at the University of Pennsylvania and a B.A. in English from the University of Notre Dame.


Walter OlshanskiWalter Olshanski, Managing Director, Healthcare Services, KPMG Corporate Finance

Walter Olshanski 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.


Michael TryMichael Ory, Managing Director, Brentwood Capital Advisors

Michael Ory, Managing Director, Brentwood Capital Advisors, advises middle-market healthcare companies across several sectors, focusing on alternate site providers, physician practices, outsourced services providers, pharmacy services, and specialty distribution. Over 30 years in healthcare investment banking, he has completed over 85 advisory and financing transactions, including M&A advisory deals with over $8 billion in transaction value.


Vipul PatelVipul Patel, Senior VP, Aon

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.


Nancy PetermanNancy Peterman, Chair, Chicago Restructuring & Bankruptcy Practice, Greenberg Traurig LLP

Nancy A. Peterman is Chair of Greenberg Traurig’s Chicago Restructuring & Bankruptcy Practice. She focuses her practice on corporate restructurings, bankruptcy and creditors’ rights law, and has a wide range of experience representing debtors, purchasers of assets, committees and secured creditors. Nancy has substantial experience in distressed health care transactions and has played central roles in numerous health care cases. She was instrumental in enacting the health care insolvency provisions of the U.S. Bankruptcy Code. Nancy has lectured and spoken extensively on health care bankruptcy issues, including co-authoring the American Bankruptcy Institute’s Health Care Insolvency Manual. She is also a former Co-Chair of the American Bankruptcy Institute’s Committee on Health Care Insolvency.


Neil PickettNeil Pickett, VP and Deputy Chief of Staff, Indiana University Health

Neil Pickett is Vice President and Deputy Chief of Staff at Indiana University Health. In this role, Mr. Pickett provides support to the IU Health CEO and the Chief of Staff, as well as to the senior executive team at IU Health, Indiana’s largest health care system. Prior to assuming his current responsibilities, Mr. Pickett served as Executive Director of Strategy, Policy, and Market Analytics for IU Health. In this role, Mr. Pickett was responsible for managing IU Health’s system-wide and regional strategic planning processes, and for overseeing the system’s strategic operating and capital investments. In addition, he also supervised the IU Health Market Analytics team, which conducts quantitative and qualitative market research studies for the system. From 2012-2016, Mr. Pickett served in several strategy and policy roles at IU Health while also acting as chief of staff of the IU Health Accountable Care Organization (ACO). Prior to joining IU Health in January 2009, Mr. Pickett served as Senior Policy Director for Indiana Governor Mitchell E. Daniels, Jr. Mr. Pickett led a team that helped develop and implement the Governor’s policy and legislative agendas and coordinated activities of the executive branch agencies. He also served as the Governor’s representative for Indiana’s colleges and universities. Before joining the Governor’s office, Mr. Pickett worked for 10 years at Eli Lilly and Company where he held several corporate affairs and corporate strategy positions, and his career 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. Mr. Pickett began his career there as research assistant to the Institute’s founder, Herman Kahn, and became Director of Research in 1992. Mr. Pickett holds a B.A. (summa cum laude) from Brandeis University, and an M. Phil. in International Politics and Economics from Oxford University. He has also studied at the Sorbonne in Paris.


Brian RobinsonBrian Robinson, Senior VP, First Midwest Bank

Brian Robinson started working at First Midwest Bank as a Senior Vice President of Healthcare Banking. Brian brings 25 years of banking experience in Chicago, focused primarily on the healthcare sector. Brian’s focus on healthcare related opportunities include senior housing, skilled nursing, and related service businesses. Prior to joining First Midwest, Brian worked at Northern Trust, LaSalle/ Bank of America and MB Financial. Brian grew up in the Western Suburbs of Chicago and then went on to John Carroll University in Cleveland.


Stephen SapletalSteve Sapletal, Partner, Strategy/M&A Services, 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


Mike SegalMike Segal, Partner, Nelson Mullins LLP

Throughout his legal career, Mike Segal has practiced in a business management environment. For more than 25 years, he has been heavily involved in the creation and representation of large single specialty and multi-specialty physician groups. He also has considerable experience in structuring all varieties of healthcare joint venture transactions, keeping in mind the various regulatory issues. Additionally, he acts as general and special counsel to hospitals, large medical groups, and other medically related businesses. Mr. Segal is a frequent presenter on healthcare law. He has recently presented on accountable care organizations, clinical integration, and all things healthcare reform to medical associations and other healthcare organizations throughout Florida. He has also previously presented on medical malpractice at conferences across the United States. Mike is a certified American Health Lawyer Association Dispute Resolver, a designation that qualifies him to serve as a mediator and arbitrator in forums for alternative dispute resolution. Throughout his career, Mr. Segal has been heavily involved in charitable community activities. Currently, he is the president of his local synagogue. He was formerly an officer and director of the Greater Miami Jewish Federation, and for more than a decade was a director of the Jewish Community Centers Association of North America.


Rob SpragueRob Sprague, EVP Producer, Lockton Companies LLC

Rob Sprague is a licensed attorney who has spent his entire career in the insurance industry on both the carrier and broker sides. He is a client advocate and has the ultimate responsibility in delivering all aspects of customer service to Lockton’s clients. Rob and his team provide insurance and employee benefit diligence support to private equity firms and strategic acquisitions in the healthcare sector. Rob received his Juris Doctorate and his B.S.B.A. in finance from University of Missouri, Columbia. Rob is also involved in civic affairs: He is a Member, International Board of Directors of Boys Hope Girls Hope, and is a member of Regnier Institute Advisory Council.


Stephen TetroStephen Tetro, Partner, Chapman and Cutler LLP

Stephen Tetro is a partner in Chapman’s Bankruptcy and Restructuring Group and a member of the Banking and Financial Services Department. He joined the firm in Stephen’s practice focuses on representing secured and unsecured creditors, equipment lenders and lessors and other parties in interest in workouts and restructurings and bankruptcy and insolvency matters, both in and outside of court.

Stephen’s work has included representing major financial institutions (including banks, private equity funds, hedge funds and non-traditional lenders) as secured creditors in out-of-court restructurings and workouts and in bankruptcy cases, and representing sellers and purchasers in asset sales (including Section 363 bankruptcy sales, out-of-court sales of distressed assets and UCC Article 9 foreclosure sales). Stephen has extensive experience representing administrative agents in workouts of syndicated credit facilities, as well as the negotiation and enforcement of subordination and intercreditor agreements. In addition, Stephen has experience with Chapter 15 cross-border proceedings. He has represented parties with a central role in contested matters in numerous bankruptcy courts around the country. Prior to joining the firm, Stephen served as counsel in the Restructuring, Insolvency, and Workouts department of Latham and Watkins LLP.


Joseph P. WeisenburgerJoseph P. Weisenburger,VP Senior Director, Business Development, LCS  

On July 6, 2021, Joe Weisenburger joined LCS, the nation’s second-largest senior living operator, as Vice President, and Senior Director of Business Development. Joe leads business development initiatives to grow top-line revenue for all business lines in the LCS organization. Most recently, Weisenburger was senior vice president of business development for Welltower Inc. Weisenburger brings 23 years of industry experience, including structuring billions of dollars in senior housing investments. While at Welltower, Weisenburger was part of the management team that helped grow the company from $1.0 billion to $30 billion in assets. He has a strong background in business development, identifying investment opportunities, structuring mutually beneficial opportunities, and guiding several transactions to create new business verticals. Weisenburger has an MBA from The Ohio State University and a Bachelor of Science in business administration from Miami University.


Craig WoodsCraig Woods, Attorney, Dykema

Craig Woods is a member of Dykema’s Dental Service Organizations Group with a focus on transactional matters, regulatory investigations and dispute resolution. He has considerable experience advising DSOs, MSOs, large practice groups, dentists and other health care providers in various corporate and regulatory matters, including the purchase and sale of companies and assets, forming regulatory compliant DSO structures, private equity investments, the negotiation of key commercial business agreements, and establishing equity incentive options for key employees. Peer-recognized as one of the top attorneys in Texas, Craig has substantial experience in complex commercial, business and health care law where he has advised and represented Fortune 500 and industry-leading dental, medical and health care companies. Craig’s national practice is devoted to developing and executing innovative strategies and solutions across a broad range of matters, including contractual disputes, breach of fiduciary duty, theft of trade secrets, unfair competition, covenants not to compete, injunctive actions, fraud and deceptive trade practices, products liability litigation, medical device litigation, financial services litigation and complex business litigation in venues across the country. By concentrating on his clients’ individual needs, Craig has created a value-based practice that emphasizes creative and cost-effective methods for each engagement.

 

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.

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: www.nasbaregistry.org.