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Annual Wharton Alumni Healthcare Conference Saturday, October 27, 2012

7:30am – 6:00pm “The restructuring of our healthcare system to improve accessibility, quality, and cost effectiveness”

Jon M. Huntsman Hall

Agenda:

7:30 - 8:30am Breakfast & Registration Baker Forum; 1st Fl.

8:30 - 8:45am Introductions Jeff Voigt WG’85 Room: G06

8:45 - 9:45 am Main Session #1: World health and the ramifications of the Supreme Court Decision on the ACA - Gary Phillips, MD, WG’91 – Head, Healthcare industries, World

Economic Forum. Addressing access to health and care globally through private/public collaboration and action.

- Skip Rosoff, Professor of Legal Studies and Business Ethics, Professor of Health Care Management, Wharton School. So where does the Supreme Court decision leave us regarding the Affordable Care Act?

9:45 -10:15am Coffee Break/Networking

Gary Phillips WG’91 Skip Rosoff

Opening Session Room: G06

Baker Forum

10:15 - 11:15pm Concurrent session #1: Restructuring the Delivery System: Are Accountable Care Organizations the Answer? - Donna Lynne, DrPH Group President, Kaiser Foundation Health Plan,

Inc. and Kaiser Foundation Hospitals, President, Kaiser Foundation Health Plan of Colorado

- Keith Pitts, Vice Chairman, Vanguard Health Systems

Maureen Spivack WG’86

Michael Rovinsky, WG’86

1st

Concurrent Session Room: F45

10:15 - 11:15 am Concurrent session #1: Payer/provider perspectives on innovation and what innovations resonate with them - Jonathan Blum, Assistant Administrator Center for Medicare and

Medicaid Services, Administrator Medicare - Michael Restuccia, Vice President and Chief Information Officer of Penn

Medicine - Terry Booker, Vice President Business Development for Independence

Blue Cross - Seth Frazier, Evolent Health

Phil Heifetz WG’96/ Ryan Berger WG’06

1st

Concurrent Session Room: F50

11:20 - 12:20pm Concurrent Session #2: Personalized Medicine - Joseph Leveque, MD, WG’92. Vice President & Head of US Medical

Oncology, Bristol Myers Squibb – the promise of personalized medicine for cancer and biopharmaceuticals

- Elizabeth Mansfield, PhD. Director Personalized Medicine, Office of In Vitro Diagnostic Devices (OIVD) in the Center for Devices, FDA – what issues are we facing that require direct oversight to ensure safety and

Jay Mohr WG’91

2nd

Concurrent Session Room: F45

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effectiveness? - Jeff Marrazzo, MBA, MPA. Chief Business Officer, Molecular Health –

where does personalized medicine need to be pushed by industry in order for it to become mainstream medicine?

11:20 - 12:20pm Concurrent Session #2: Physician restructuring

- Mark Blatt, MD, Worldwide Medical Director Intel – how HIT infrastructure is enabling physicians to deliver cost effective, quality care and remain a key player in the overall restructuring of healthcare delivery

- John Blair, MD, President Taconic IPA – optimizing value through patient centered care

- Holly Miller, MD, MBA, CMO, MedAllies – clinical use cases Direct

12:30 - 1:15pm Lunch

- Jay Mohr, President WHCMAA – State of the Union Address

- Thomas Robertson, Dean of the Wharton School – where the Wharton School is headed and the importance of the healthcare program to this vision

Doug Arnold WG’84

2nd

Concurrent Session Room: F50

8th Floor Huntsman Hall

1:30 - 2:30pm Main Session #2: Paul Starr Keynote speaker – Remedy and Reaction: The Peculiar American Struggle over Health Care Reform

Paul Starr Stuart, Chair in Communications and Public Affairs at the Woodrow Wilson School, Princeton University: A history of health insurance

Paul Starr, PhD Closing Session

Room: G06

2:30 - 3:00pm Break & Book Signing by Paul Starr Baker Forum

3:00 - 4:15pm Concurrent session #2: Health Insurance restructuring

- Alfred Casale, MD, Chairman Surgery Geisinger Heart Institute, ProvenCare™

- Glen Shor, Executive Director, Mass Health Insurance Connector - Richard Snyder, MD, Senior Vice President and Chief Medical Officer

Independence Blue Cross

Mitch Goldman WG’75 2nd Concurrent Session

Room: F45

3:00 - 4:15pm Concurrent session #2: Outpatient restructuring

- Gary Gottlieb, WG’85, MD President & CEO, Partners Healthcare - Ron Kero, WG’86, VP Business Development & Operations VHA West

Coast - Matthew Cook, Vice President of Strategic Planning, The Children’s

Hospital of Philadelphia

Kate Reed WG’87

2nd Concurrent Session

Room: F50

4:30 - 6:00pm Reception 8th Floor Huntsman Hall

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Biographies: Douglas Arnold, MBA CEO, Medical Professional Services, Inc. WHCMAA Board Member Douglas S. Arnold, MBA, is the CEO of Medical Professional Services, Inc., a 400 physician network in CT. Mr. Arnold is also the President of the Medical Professional Services Foundation, Inc. He is heavily involved in building the healthcare IT assets and interoperability

within the medical community. He sits on the board of the CT Regional Extension Center under the Office of the National Coordinator (ONC) for Health Information and leads one of the 8 national Direct Project pilots within ONC. In addition, Mr. Arnold sits on the strategic advisory board of the Clinical Groupware Collaborative. Mr. Arnold has over 25 years experience in healthcare management and consulting. The focus of much of his career has been the organization, development and management of large networks of physicians and hospitals and their relationships with managed care organizations. During that time Mr. Arnold served as the CEO of a number of IPAs, PHOs, and physician networks. Mr. Arnold received a BA in Liberal Arts from the University of Illinois and an MBA from the Wharton School of the University of Pennsylvania, where he concentrated in Health Care Systems Management. Mr. Arnold was recently re-elected to the Board of Directors of the Wharton Health Care Management Alumni Association.

A. John Blair III, MD, F.A.C.S President of Taconic IPA Hudson Valley, NY A. John Blair, III, M.D., is a health care and technology executive with broad experience across the health care industry including clinical practice, hospital planning and governance, revenue cycle management, managed care, public health and health care informatics.

Dr. Blair is president of Taconic IPA (TIPA), a nearly 4000-member physician group at the forefront of transforming health care delivery in the Hudson Valley through meaningful use of health IT and pay-for-performance incentives. TIPA’s mission is to optimize the value of medical services through patient-centered care while maximizing physician satisfaction. Blair also serves as CEO of MedAllies, which facilitates physician adoption of health IT for care coordination, patient-provider communication, public health and quality reporting. MedAllies built and operates the Hudson Valley Community Health Integration Platform (CHIP), which operates under the direction of Taconic Health Information Network and Community (THINC). On the national scene, Blair is a key thought leader for health IT and care transformation. He serves on the Privacy and Security Workgroup and the NHIN Workgroup of the Policy Committee of the Office of the National Coordinator (ONC). He is a member of the National Committee on Quality Assurance (NCQA) Committee on Performance Measurement, and serves on the Health Information Technology Advisory Committee (HITAC) for the National Quality Forum. Blair is a board-certified general surgeon who spent 15 years in academic medicine and private practice before becoming president of the Taconic Independent Practice Association. He received his medical degree from Rush Medical School in Chicago and completed his surgical training at the University of Texas Medical Center in Dallas. He performed a gastrointestinal fellowship at the Middlesex Hospital in London, England.

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Ryan Berger, MBA Senior Business Analyst Hearst Healthcare Innovations WHCMAA Board Member Ryan Berger is a Senior Business Analyst for Hearst Healthcare Innovations. Ryan uses his experience in healthcare, operations, and technology to develop and invest in new products and business lines for Hearst. Prior to joining Hearst, Ryan was Senior Managerial Consultant for the physicians of Kaiser Permanente, responsible for using technology to improve patient

access and quality of care. Ryan also spent four years as a Senior Marketing Manager at Amgen, where he was responsible for product promotions, payor relations, sales force integration, and physician opinion leader engagement. Ryan began his career at Intel, where he implemented innovative strategies to operate a global manufacturing network, manage strategic suppliers, and utilize information technology. Ryan holds a BS in Chemical Engineering from UC Berkeley and an MBA from the Wharton School at the University of Pennsylvania.

Mark Blatt, MD, MBA

Worldwide Medical Director Intel Dr. Blatt joined Intel in the summer of 2000 working in the New Business Group. He is currently Worldwide Medical Director, Enterprise Solution Sales in the Sales and Marketing Group. In this role he is concentrating on how HIT infrastructure can enable Providers to

deliver cost effective, quality care to a wide cohort of citizens. He has a particular interest in, Integrated Care Delivery, Mobile Point of Care, Secure Computing and the emergence of Cloud Computing services. Throughout 2010 he spoke at over 30 events on these topics including, multiple HIMSS events (Virginia, Florida, Barcelona, Dubai, and Rome), Med-e-Tel (Luxemburg), AAFP annual conference (Denver), Partners Connected Care (Boston) and Panasonic Mobile summit (San Antonio). Previously he was the Director for Healthcare Industry Solutions, in Intel’s Digital Health Group. During 2008-9, in the area of care delivery reform, Dr Blatt worked with an Intel developed Personal Health IT system designed to assist with care delivery outside the hospital. Dr. Blatt has worked with care delivery systems in many countries, including the UK, China, Mexico, Australia and the USA to enable cost effective, sustainable systems that will allow Clinicians to provide “virtual care” to patients in settings as diverse as rural remote clinics or the patient’s home. From 2005-2007, he was the Director for Global Healthcare Strategies in the Digital Health Group. During this time he helped design Intel’s Payor and Pharma strategy as well as worked with the team that brought Intel’s Mobile Clinical Assistant (MCA) computing platform to market. Dr. Blatt received the Intel Achievement Award (Intel’s highest honor) in 2007 for the MCA design. Prior to this, Dr. Blatt served for 3 years as the Manager for Worldwide Healthcare Strategies, in the Sales and Marketing Group. During this time he played a key role in formulating Intel's Integrated Digital Hospital vision. This vision gained signification momentum and mindshare with Intel’s healthcare customers, fellow travelers, and industry thought leaders worldwide. He has also worked on a variety of health related Internet business efforts including an early platform in 2001 to deliver home-based medical care. Prior to joining Intel he was the managing partner of a five-provider group in Family Practice. He practiced family medicine for 15 years before returning to Yale University to earn his MBA (2000) in finance. Dr. Blatt earned his Medical Doctorate at Albany Medical College of Union University (1979). He completed a residency in Family Practice at the University of Connecticut (1982). He then served two years as a Commissioned Officer in the US Public Health Service before starting private practice.

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Dr. Blatt currently serves on the Board of Directors for the Clinical Groupware Collaborative, the Center for Improving Medication Management (a SureScripts subsidiary) and the Board of Advisors for Live Process. He is a member of the IEEE Medical Technology Policy Committee, the American Telemedicine Association, HIMSS, a Life-time member of the American Academy of Family Physicians and a diplomat of the American Board of Family Practice (1982-2010).

Jonathan Blum Assistant Administrator Center for Medicare and Medicaid Services Jonathan Blum, Deputy Administrator and Director of the Center for Medicare at the Centers for Medicare and Medicaid Services, is responsible for overseeing the regulation and payment of Medicare fee-for service providers, privately-administered Medicare health plans, and the Medicare prescription drug program. The benefits pay for health care for approximately 45

million elderly and disabled Americans, with an annual budget in the hundreds of billions of dollars. Over the course of his career, Jonathan has become expert in the gamut of CMS programs. He served as an advisor to Senate Finance Committee members and its current chairman, Sen. Max Baucus, where he worked on prescription drug and Medicare Advantage policies during the development of the Medicare Modernization Act. He focused on Medicare as a program analyst at the White House Office of Management and Budget. Prior to joining CMS, Jonathan was a Vice President at Avalere Health, overseeing its Medicaid and Long-Term Care Practice. Most recently, Jonathan served as a health policy advisor to the Obama-Biden Transition Team. He holds a Master's degree from the Kennedy School of Government and a BA from the University of Pennsylvania.

Terry Booker Vice President Independence Blue Cross Terry Booker serves as the head of Corporate Development for Independence Blue Cross(IBX). In that role, he is responsible for directing the company’s efforts to grow via diversified revenue streams and helping the company’s incremental growth of its core businesses in commercial, individual, Medicare and Medicaid business lines.

Prior to joining IBX, Terry was involved in senior business development roles for Novartis Consumer Products, Monsanto, Pharmacia, and Grain Communications. He also had an extensive career in investment banking.

Alfred Casale, MD Chairman of Surgery for the Geisinger Heart Institute Co-Director of its Cardiovascular Service Line Associate Chief Medical Officer for Geisinger Northeast

Dr. Casale has been the director of cardiothoracic surgery at the Richard and Marion Pearsall Heart Hospital at Geisinger Wyoming Valley Medical Center since he joined Geisinger in 2001.

Dr. Casale graduated from the Johns Hopkins University with a BA in human biology and then earned his MD from the Johns Hopkins University School of Medicine. He did postdoctoral work at Johns Hopkins University in

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general, thoracic, and cardiac surgery, at Memorial Sloan Kettering Cancer Center in thoracic surgical oncology and at Harvard University's John F. Kennedy School of Government in Health Care Policy.

Dr. Casale is active in local, regional and national surgical societies within which he has held leadership roles and he speaks often on clinical and policy topics. He joined Geisinger from Atlantic Health System in New Jersey, and has held faculty positions at Johns Hopkins, UMDNJ, College Misercordia, King's University and Philadelphia College of Osteopathic Medicine.

Casale's seminal work in establishing Geisinger's ProvenCareTM program as a model of value-generating redesign of complex acute surgical care using comparative effectiveness principles has been widely acclaimed in professional and popular media. He has been honored in Who's Who in America and The Best Doctors, (Castle Connolly Medical Ltd.). He maintains an active clinical practice in complex adult cardiac surgery in addition to his administrative responsibilities.

Matthew Cook Vice President of Strategic Planning The Children’s Hospital of Philadelphia Matthew Cook is the Vice President of Strategic Planning at The Children’s Hospital of Philadelphia and has overall responsibility for enterprise planning and strategy development. Prior to joining CHOP, he was a Principal with the management consulting practice of The Chartis Group.

Mr. Cook has worked in the healthcare industry for 20 years assisting healthcare organizations achieve their strategic and financial objectives. He has led organizational initiatives in the areas of economic and strategic planning, operational performance improvement and post-merger integration. Mr. Cook is a frequent speaker at national industry conferences on the topic of care delivery design.

Seth Frazier, MBA Senior Vice President, Client Strategy and Clinical Transformation Evolent Health Seth most recently served as the Chief Transformation Officer for the Geisinger Health System prior to joining Evolent. His responsibilities included providing business leadership to large-scale innovation projects within the health system (e.g. Geisinger Accelerated Performance Program) and external consulting for Geisinger Ventures. Prior to coming to Geisinger, Seth

was Senior Vice President, Strategic Services for The Children’s Hospital of Philadelphia (CHOP). Seth led CHOP’s proton therapy development initiative, national contracting for tertiary services and strategic plan development and management. Before assuming the Strategic Services role, Seth had executive responsibilities for CHOP-affiliated Children’s Health Net, a pediatric managed care organization, that developed and managed a globally capitated a 100+ PCP network under contract with the dominant regional HMO. Seth came to CHOP after a 9-year consulting career with a large national health care firm. His practice areas included clinical resource management, managed care, service line strategy, hospital redesign and strategy.

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C. Mitchell Goldman, MBA, JD Partner Duane Morris A Partner in the Health Law Practice Group of Duane Morris, Mr. Goldman primarily represents hospitals, physicians, and health care entrepreneurs advising them corporate aspects of health care delivery. He recently published an article for Modern Healthcare on the importance of innovation in healthcare reform and authored a chapter on health insurance

exchanges in a book recently published by the American Law Institute/American Bar Association entitled, “A Guide to Health Care Reform”. Mr. Goldman is an adjunct professor of law at the Earle Mack School of Law at Drexel University where he teaches Health Care Finance. Mr. Goldman is a graduate of Temple University School of Law, a graduate of the University of Pennsylvania, Wharton Graduate Health Care Administration Program, where he received his M.B.A., and a graduate of Bowdoin College.

Gary Gottlieb, MD, MBA Chief Executive Officer Partners Healthcare Gary L. Gottlieb, M.D., M.B.A., is the President and CEO of Partners HealthCare. Dr. Gottlieb is a Professor of Psychiatry at Harvard Medical School and a member of the Institute of Medicine of the National Academies. He served as president of Brigham and Women’s/ Faulkner Hospitals, as president of North Shore Medical Center and as chairman of Partners Psychiatry. Dr. Gottlieb has also served as Executive Vice-Chair of Psychiatry and Associate

Dean for Managed Care at the University of Pennsylvania Medical Center, and as Director and CEO of Friends Hospital in Philadelphia. As a leader in the Boston area community, Dr. Gottlieb serves as Chairman of the Private Industry Council, the city’s workforce development board. He is also a member of the Boards of Directors of the Federal Reserve Bank of Boston and Partners in Health.

Phil Heifetz, MBA President and Chief Executive Officer EyeIC, Inc. WHCMAA Board Member Phil is CEO of EyeIC, a venture-backed, health information technology company pioneering web-based solutions for medical image management and analysis. Before coming to EyeIC,

Mr. Heifetz was Vice President, Finance and Business Development for Othera Pharmaceuticals, Inc., a specialty pharmaceutical company focused on clinical drug development in Ophthalmology. At Othera, he played a key role in financings and partnering deals worth over $60 million. Prior to Othera, Mr. Heifetz was a licensing officer at the University of Pennsylvania’s Center for Technology Transfer, and he served as CFO for a VC-backed biotech startup spun out of the university. He earned a Bachelors of Science in Chemistry from Georgetown University, and a MBA from Wharton, and currently serves on the board of directors of the Wharton Healthcare Management Alumni Association.

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Ron Kero, MBA Vice President, Sales, Business Development & Operations VHA West Coast Insurance & Financial Services Ron Kero is Vice President of Business Development & Operations for VHA West Coast Insurance and Financial Services, LLC, (d/b/a Unifi) a business development company serving the members of the VHA Pacific Northwest, West Coast, Mountain States & Central Atlantic regions. Unifi focuses on developing and implementing programmatic cost reduction and best practice solutions around insurance services, human resources/employee health benefits,

revenue cycle, energy, equipment acquisition & maintenance, & IT services. The Unifi business model is to develop programs which leverage hospitals working together to create compelling value beyond what individual organizations can realize on their own. Cumulative delivered value exceeds $175M over the last five years. Ron has thirty years of wide ranging healthcare management, consulting, operational, and new venture startup experience. His experience includes executive positions in hospital systems, ASC & physician practice management, consulting, new ventures, and business development. Prior to VHA, Ron had full management accountability for two multi-specialty surgical groups with ASC’s, and was the founder of a consulting services company focusing on strategic alignment between medical centers and their specialty physician groups. Previously, Ron was also a co-founder of MedCath, with accountability for sales, business development, and financing activities, and was VP business development for Carolinas Healthcare System. Ron holds a bachelors degree in Economics from the University of Puget Sound, located in Tacoma, Washington. He also holds an MBA degree from The Wharton School at the University of Pennsylvania.

Joseph A. Leveque, MD, MBA Vice President and Head of US Medical – Oncology Bristol Myers-Squibb (BMS) in Princeton, NJ. Dr. Leveque is responsible for providing strategic leadership and management of an integrated medical team focused on in-line oncology products, Yervoy®(ipilimumab), Sprycel®(dasatinib), Erbitux® (cetuximab) and Ixempra® (ixabepilone), and the near-term

oncology pipeline assets, BMS-936558 (Anti–PD-1 monocloncal antibody), BMS-936559 (Anti–PD-L1 monoclonal antibody), BMS-901608 (elotuzumab – anti CS 1 monoclonal antibody), BMS-986015 (Anti-KIR monoclonal antibody), BMS-982470 (interleukin 21 - rIL-21), BMS-911543 (JAK2 Inhibitor), BMS-833923 (SMO Antagonist) and BMS-906024 (Notch Inhibitor). Prior to joining BMS, Dr. Leveque was Vice President of Medical and Scientific Affairs (MedSA) at Onyx Pharmaceuticals in South San Francisco, CA. At Onyx, MedSA was focused on the development of Nexavar®

(sorafenib), carfilzomib, and other pipeline assets. Prior to joining Onyx Pharmaceuticals, Dr. Leveque was the Vice President, Oncology MedSA at Cephalon, Inc., in Frazer, PA. He led all medical and scientific related activities in the support of the launch of Treanda® (bendamustine-HCI) for the treatment of chronic lymphocytic leukemia and non-Hodgkin’s lymphoma. Dr. Leveque was also Medical Director/Global Development Lead for Nplate® (AMG-531) and Neulasta® (pegfilgrastim) at Amgen, Inc., in Thousand Oaks, CA. He led the clinical development program of AMG-531, a novel thrombopoiesis stimulating peptibody, for its myelodysplastic syndrome indication. He also led the clinical development program of Neulasta in adjunctive oncology.

Dr. Leveque began his career in the pharmaceutical industry as a Medical Director in the Vaccine Division at Merck. Dr. Leveque was then a Development Lead and Medical Director for Nplate® (AMG-531) and Neulasta® (pegfilgrastim) at Amgen, Inc., in Thousand Oaks, CA. He led the clinical development program of AMG-531, a novel thrombopoiesis stimulating peptibody, for its myelodysplastic syndrome indication. He also led the clinical development program of Neulasta in adjunctive oncology, infectious diseases, and cardiovascular diseases indications.

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Prior to working in the pharmaceutical industry, Dr. Leveque was the Founder and President of Scientia (now Molecular Health), a development stage company focused on bioinformatics in oncology. Prior to founding Scientia, Dr. Leveque was an in-house advisor to Morgan Stanley Ventures, conducting due diligence and preparing risk-benefit assessments on potential health care investments.

Dr. Leveque received his medical degree from the University of Texas Medical School in Houston, TX, and his post-graduate medical training in internal medicine and critical care at UCLA. Dr. Leveque also holds a Master’s in Business Administration from The Wharton School at the University of Pennsylvania and a Bachelor of Sciences in biology and mathematics from the Santa Clara University.

Donna Lynne, DrPH Group President, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals President, Kaiser Foundation Health Plan of Colorado Donna Lynne, DrPH, is a group president for Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals and is responsible for its Pacific Northwest, Ohio, and Georgia regions.

In addition, she is the president of Kaiser Foundation Health Plan of Colorado. There are more than 530,000 Kaiser Permanente members in Colorado and 870,000 in the other three regions she oversees, with a combined total revenue base of over $7 billion. Kaiser Permanente Colorado owns and operates over 22 full-service medical offices in Denver, Boulder, and Southern Colorado and is the state’s largest group medical practice organization. Kaiser Permanente Colorado has been a Medicare Five-Star Health Plan since implementation of the Five-Star Program two years ago, and it has achieved market-leading rankings by NCQA and JD Power and Associates. From 1998 to April 2005, Dr. Lynne was the Executive Vice President and Chief Operating Officer for Group Health Incorporated, a $2.5 billion managed care organization. She also served as the President of the organization’s HMO. In the mid-1990s, she was the Executive Director of the New York Business Group on Health. Dr. Lynne also spent 20 years in various positions in New York City government, including First Deputy Commissioner, Office of Labor Relations; Director, Mayor’s Office of Operations; and Senior Vice President, New York City Health and Hospitals Corporation. Dr. Lynne was an International Executive Fellow with the International Federation of Health Plans. She was awarded the Denver Business Journal’s 2008 Outstanding Women in Business award. Dr. Lynne received the 2009 Distinguished Coloradan Award from the University of Colorado School of Pharmacy. She also received the President’s Award from Women in Health Management and the Health Care Leadership Award from the New York Business Group on Health. Dr. Lynne is a member of the Board of Directors for eHealth Initiative and the Foundation for eHealth Initiative. In Colorado, she currently serves on the boards of Colorado Legacy Foundation, Colorado Mountain Club, Colorado Regional Health Information Organization, Denver Museum of Nature and Science, Denver Metro Chamber of Commerce, Denver Public Schools Foundation, Teach for America-Colorado and US Bank Colorado Advisory Board. Dr. Lynne is a member of Colorado Concern and Colorado Forum. She currently co-chairs the Denver Education Compact Executive Advisory Board for Mayor Hancock. Additionally, in 2010 she was one of 16 state-wide transition co-chairs and the Personnel and Administration Committee co-chair for Colorado Governor Hickenlooper. Dr. Lynne currently serves on Governor Hickenlooper’s TBD Colorado Advisory Group. Dr. Lynne has a bachelor’s degree in Economics and Political Science from the University of New Hampshire, a master’s degree in Public Administration from George Washington University, and a doctorate in Public Health from Columbia University. She also holds the designation of Certified Employee Benefits Specialist from the

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International Foundation of Employee Benefit Plans/University of Pennsylvania Wharton School. Since 2005, Dr. Lynne has been an Adjunct Associate Professor of Public Health at Columbia University.

Jeff Marrazzo, MBA, MPA Chief Business Officer Molecular Health As an entrepreneur, a political advisor and an engineer, Jeffrey D. Marrazzo has been at the center of government-led healthcare reform efforts and on the cutting edge of medicine as a start-up executive in the fields of personalized and regenerative medicine. Today, Mr.

Marrazzo runs the commercial operation for MolecularHealth, a multi-national venture employing a pioneering approach called clinico-molecular informatics to translate patient-specific molecular and genomic data, clinical history, and published scientific evidence into safer, more effective drug choices for patients. Most recently, Mr. Marrazzo was a part of the founding team at Generation Health, the first company in a new field of genetic benefit management, up to and following the acquisition of a majority of the company’s shares by CVS Caremark. There, he was credited with building the company’s initial customer base and the first-ever network of genetic testing labs. Previously, Mr. Marrazzo was a senior member of the business development and finance teams at Tengion, a clinical-stage regenerative medicine company that went public in April 2010. Mr. Marrazzo has also worked at the highest levels of government as a healthcare advisor to Pennsylvania Governor Edward G. Rendell and as a management consultant to global pharmaceutical companies. During his career, Mr. Marrazzo has also advised physician executives at The Children’s Hospital of Philadelphia and investment firms such as Safeguard Scientifics (SFE). Mr. Marrazzo graduated magna cum laude from the University of Pennsylvania with bachelor’s degrees in engineering and economics and holds a dual master’s degree in business and public administration from Wharton and Harvard, a cross-institutional program which he founded.

Gary Phillips, MD, MBA Head Healthcare Industries World Economic Forum Dr. Gary Phillips recently joined the World Economic Forum in Geneva as Head of Healthcare Industries. In this capacity, he is leading initiatives that aim to improve the state of global

healthcare through partnership with the leading industry, government, and civil society institutions of the world. He was previously President of Reckitt Benckiser Pharmaceuticals, Inc. and President, U.S. Surgical and Pharmaceuticals, at Bausch & Lomb. He also served as Global Pharmaceuticals Category Leader at B&L. Gary has held senior executive roles at Merck Serono, Novartis and Wyeth. He was a healthcare strategy managing consultant at Towers Perrin and previously a general medicine practitioner as a medical officer in the US Navy, from which he was honorably discharged as a lieutenant commander. Gary was educated at the University of Pennsylvania, where he received an MD from the School of Medicine, an MBA from the Wharton School, and BA in biochemistry from the College of Arts and Sciences. He completed postgraduate medical education at Naval Medical Center San Diego and maintains an active medical license.

Keith Pitts Vice Chairman Vanguard Health Systems Keith is currently Vice Chair of Vanguard Health Systems, a publicly traded company on the NYSE. It has a strong equity partner in the Blackstone Group, one of the largest sources of private capital in the US and the company’s major shareholder. Currently Vanguard owns 28 acute-care hospitals and related outpatient businesses in 5 primary markets. Keith has over

25 years of health care experience, with varying responsibilities across multiple industry sectors. Mr. Pitts has significant experience in acute care, long term care, physician practice management and specialty service

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sectors. Mr. Pitt’s experience covers the functional areas of mergers and acquistiions, finance and information systems. Prior to joining Vanguard, Keith was Chairman and CEP of Mariner Post-Acute Network and its predecessor, Paragon Health Network. His career includes dervingt as OrNda HealthCorp’s Executive Vice President and CFO as well as over 15 years as a consultant to health care organizations, moste recently as partern in Ernst & Young’s Healthcare Consulting practice. Mr. Pitt’s has served on the Boards of Directors of several publich and private companies. Most recently he has served at the Chairman of the Federation of American Hospitals, a post he held for 4 years.

Elizabeth Mansfield, PhD Director Personalized Medicine FDA Dr. Mansfield is the Director of the Personalized Medicine Staff in the Office of In Vitro Diagnostic Devices (OIVD) in the Center for Devices, FDA, where she is developing a program to address companion and novel diagnostic devices. She was previously a Senior Policy Analyst in OIVD, managing policy and scientific issues. Dr. Mansfield formerly served as the Director of Regulatory Affairs at Affymetrix, Inc, 2004-2006. She previously served in other positions at FDA including Scientific Reviewer, Genetics Expert. Dr. Mansfield received her PhD from Johns Hopkins University, and completed further postdoctoral training at the National Institutes of Health.

Jay Mohr, MBA

Managing Director, Locust Walk Partners President, WHCMAA Jay brings nearly 20 years of experience in the biopharmaceutical industry. His expertise encompasses leadership roles in entrepreneurial ventures, as well as P&L, commercial/marketing and business development in large pharma and small biopharma organizations. He brings therapeutic area expertise in oncology, metabolic & endocrine disorders, osteoporosis & orthopedics, allergy & asthma, and multiple sclerosis. Jay is a co-

founder and managing director of Locust Walk Partners, a business and corporate development advisory firm providing transaction, strategic and commercial services to the life sciences industry. Prior to Locust Walk, as founding CEO, Jay secured a license from Fujisawa (now Astellas) for Gloucester Pharmaceuticals’ lead compound, Istodax™ (romidepsin), a novel HDAC inhibitor. He was instrumental in raising over $30 million in initial venture capital financing from blue chip venture capitalists. Istodax was recently approved by the FDA for use in hematologic cancers, which, in turn, led to Gloucester's acquisition by Celgene for $640 million. During his tenure as President and CBO, Jay played a key role in the sale/merger of Variagenics to Hyseq (now Arca Biopharma) resulting in a 6x return for shareholders. Jay has also served in executive positions at Zelos Therapeutics, Serono (now EMD Serono) and Schering-Plough. Jay holds an MBA in Health Care Management and Marketing from The Wharton School and a BA in Economics from Vanderbilt University.

Kate Reed, MBA WHCMAA Board Member Kate Reed is an R.N. with an MBA from the Wharton School of Finance at the University of Pennsylvania. Her work has focused on organizational transformation, operational improvement using lean tools, and developing strong partnerships with physician leaders. Kate was the national practice leader for the Towers Perrin health care provider practice and, during that time, was the lead consultant managing the merger of Boston City

Hospital and Boston University Medical Center which, at the time, was the first merger of a municipal hospital and an academic medical center in the country. Kate left Towers Perrin join Children’s Hospital, Boston as the Vice President of Ambulatory and Network Services and while there, led the development of state-of-the-art ambulatory systems, practice, and leadership which now provides both strong economics and extraordinary

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customer service to both patients and referring physicians. Most recently, Kate was the Senior Vice President and Clinic Administrator at Virginia Mason Medical Center in Seattle. At Virginia Mason, Kate spent hundreds of hours learning and applying lean principles to the delivery of cutting edge health care. Also at Virginia Mason, Kate was the executive responsible for the negotiation and operational leadership of the widely publicized and enormously successful Boeing Intensive Outpatient Care Program - an early patient-centered medical home model that provided incentives for patients and providers to actively manage care of selected high-risk individuals in order to keep them healthy and out of emergency and inpatient facilities.

Arnold J. Rosoff, JD, FCLM Professor Healthcare Management, The Wharton School; Professor of Legal Studies and Business Ethics, University of Pennsylvania A full-time member of the University of Pennsylvania faculty since 1970, Arnold Rosoff is

Professor of Legal Studies and Health Care Management at The Wharton School and a Senior Fellow of Penn’s Leonard Davis Institute of Health Economics and Penn’s Center for Public Health Initiatives. He is also Professor of Family Medicine and Community Health in Penn’s medical school, where he teaches in the Public Health Program. In years past, he has chaired Wharton's Department of Legal Studies, directed the Wharton Executive MBA Program (WEMBA) and the Wharton Government and Business Program, and was Faculty Master of Penn’s Fisher-Hassenfeld College House. Professor Rosoff received his B.S. in Economics from Penn and his law degree from Columbia University. He clerked for the Third Circuit U.S. Court of Appeals and practiced law with the Philadelphia firm of Wolf, Block, Schorr & Solis-Cohen. Early in his career, he served as Senior Health Law Advisor to the federal Health Care Financing Administration and -- principally through AHMAC (the American Health Management and Consulting Corp.), founded by Wharton faculty -- he consulted to numerous private and governmental entities on health law and organizational matters, with emphasis on HMOs and other prepaid health and dental plans. Professor Rosoff teaches, researches and publishes in the area of health law and policy. He is a Fellow of the American College of Legal Medicine (ACLM), Deputy Editor Emeritus of ACLM’s Journal of Legal Medicine and a member of the editorial board of the Journal of Law, Medicine and Ethics. He has been a visiting faculty member at universities around the world, including the Harvard School of Public Health, Keio University Medical School (Tokyo), INSEAD (Fontainebleau, France), Singapore Management University, and the King Saud Medical University (Riyadh). He has also been a Guest Scholar at The Brookings Institution and a Scholar-in-Residence at the Institute of Medicine. He is currently a Senior Scholar at Georgetown University’s O’Neill Institute for National and Global Health Law. His recent research has explored the expanding use of Evidence-Based Medicine (EBM) and Clinical Practice Guidelines (CPGs) and ways in which the electronic age is changing medical practice and physician-patient relationships. Since 2006, he has focused his attentions on U.S. efforts at healthcare reform, with emphasis on the Patient Protection and Affordable Care Act of 2010 (“Obamacare”) and the legal and political challenges waged against it.

Michael Rovinsky, MBA President Integrity Consulting Group WHCMAA Board Member Michael Rovinsky is a healthcare strategist, advisor, and business development executive with more than 25 years experience providing strategic counsel to senior leadership of healthcare

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provider organizations. His areas of specialization include strategic, business, and regulatory planning and ambulatory medical facility planning and development for hospitals, health systems, medical groups, and combinations thereof. Michael is President of Integrity Consulting Group, Inc., a health care strategy consulting firm he founded in 1998. Michael is currently serving as Interim Vice President of Planning for Sacred Heart Health System in Pensacola, Florida. Other recent project work includes development of a comprehensive five-year strategic plan for a large, integrated health system and completion of feasibility analyses and negotiation of business terms for acquisition of several medical groups by a regional health system. Michael earned a BA degree in Biology and Psychology from the University of Pennsylvania in 1981 and a MBA in health care management from The Wharton School in 1986. He currently serves on the Board of the Wharton Health Care Management Alumni Association and as the Chairman of the Career Development Committee of the Board.

Michael Restuccia, MBA Vice President and Chief Information Officer Penn Medicine Mr. Rustuccia, is CIO of Penn Medicine, a $4.3 billion health care provider organization consisting of over 2,000 physicians providing services to the Hospital of the University of Pennsylvania, Penn Presbyterian Medical Center, Pennsylvania Hospital and the health system

network that serves the city of Philadelphia, the surrounding five county area and parts of southern New Jersey. He was recently recognized in May, 2012, as one of Information Week’s top 25 Healthcare CIO’s. He also received a Smart CXO award, as a leading CIO, from Philadelphia Smart CEO Magazine in March, 2012. Mr. Restuccia was recognized for his leadership in maintaining and building on Penn Medicine’s implementation of technology and innovation to advance patient care. Mr. Restuccia has over twenty-five years of healthcare information technology experience and has worked nearly all his career in the healthcare information technology provider, vendor and consulting services industries. Prior to joining Penn Medicine in 2008, Mr. Restuccia served as President of MedMatica Consulting Associates, a healthcare information technology consulting firm that has been recognized as a three time recipient of the Inc. Magazine 5,000 Fastest Growing, Privately Held Companies in the US and the Philadelphia 100 Fastest Growing, Privately Held Companies in the Philadelphia region. While at MedMatica, Mr. Restuccia served as the Interim Chief Information Officer for several healthcare organizations including Phoenixville Hospital, Doylestown Hospital and the University of Pennsylvania Health System. Prior to MedMatica, Mr. Restuccia has also served in leadership roles with several other healthcare information technology firms including First Consulting Group and Shared Medical Systems (now Siemens). Mr. Restuccia achieved a Bachelor in Science degree from Rider University and a Masters in Business Administration from Villanova University. He is a member of the College of Healthcare Information Management Executives (CHIME) and the Healthcare Information Management Systems Society (HIMSS).

Thomas S. Robertson, PhD Dean and Reliance Professor of Management and Private Enterprise Professor of Marketing The Wharton School, University of Pennsylvania

Thomas S. Robertson is Dean, Reliance Professor of Management and Private Enterprise, and Professor of Marketing at the Wharton School of the University of Pennsylvania. A seasoned

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business school administrator and a member of the Wharton faculty from 1971 to 1994, he has long been a champion of international and interdisciplinary education. Since returning to Wharton as Dean in 2007, his focus has been to expand Penn’s global footprint while advancing Wharton as a source of innovation and a force for social and economic good.

Prior to his second tenure at Penn, Robertson led Emory University’s extensive internationalization efforts. As Chair of International Strategy, he cultivated substantial strategic alliances with universities in China, Korea, and Ethiopia, established an international advisory board for the university, and developed and championed a number of new international and joint degree programs. He also served as founding Executive Faculty Director of the Institute for Developing Nations, a joint-venture research initiative with The Carter Center and President Jimmy Carter.

From 1998 to 2004, Robertson was Dean of Emory’s Goizueta Business School and is widely credited with positioning the school as an international leader in business education. He led Goizueta into an unprecedented era of growth, increasing the size of the faculty by 73 percent, doubling revenues, and nearly doubling the endowment. He also established new international alliances for the school, spurred major growth in executive-education programs, added a major new building, and launched a new Ph.D. program, and a modular Executive MBA program.

From 1994 to 1998, he was Sainsbury Professor, Chair of Marketing, and Deputy Dean of the London Business School in charge of the School’s entire portfolio of degree and non-degree programs.

In his first tenure at Wharton, he was Pomerantz Professor of Marketing and Chair of the Marketing Department. He served as Associate Dean for Executive Education, and led the effort to build the Steinberg Conference Center, designed an innovative set of new senior-management programs, and substantially increased financial contributions.

An expert in marketing strategy and competitive behavior, the diffusion of innovation, and consumer behavior, Robertson is author, co-author, or editor of a dozen books and almost 100 scholarly articles and book chapters. He has won numerous awards for his scholarship and has lectured widely in North and Central America, Europe, Asia, and Australia. He has also served as a marketing strategy consultant to a number of international companies, including Proctor & Gamble, IBM, Roche Laboratories, T. Rowe Price, Nestlé, ScottishPower, Standard Life, Merck, British Airways, and Verizon. In addition to his appointments at Wharton, Goizueta, and London Business School, he has also held faculty positions at the Anderson School at UCLA and Harvard Business School.

Born in Gourock, Scotland, and raised in Scotland and Detroit, Robertson earned his B.A. in business from Wayne State University and his M.A. and Ph.D. from Northwestern University. He is married to Diana C. Robertson, a Professor of Legal Studies and Business Ethics at Wharton. They have three grown children.

Glen Shor, JD Executive Director Commonwealth Health Insurance Connector Authority Glen Shor is the Executive Director of the Massachusetts Health Insurance Connector Authority. He oversees the programs, policies, operations and staff of the Commonwealth's official public health insurance Exchange - a cornerstone of the state's historic health care reform law of 2006 and the model for health insurance Exchanges nationwide under the landmark federal Patient Protection and Affordable Care Act.

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As Executive Director of the Health Connector, Shor has overseen the successful re-procurement of the Commonwealth Care program for low-to-moderate income adults, leveraging a 10% decrease in rates over two years while maintaining comprehensive, affordable coverage for members. Under his leadership, the Health Connector revamped its Business Express program to offer small employers a full suite of the state's most popular health insurance carriers, a new wellness program for their employees with a 15% premium rebate for qualifying businesses, and the ability to shop for coverage without any add-on fees. Shor is also leading the organization's "Health Connector 2.0" strategic planning initiative to make it an even stronger coverage solution for small businesses and families, including securing over $55 million in federal funds to upgrade the programs and technology that put health insurance at the tips of one's fingers. Prior to being appointed Executive Director of the Health Connector in June of 2010, Shor was a leading policy point person for Governor Deval Patrick in implementing health care reform in Massachusetts. As Assistant Secretary for Health Care Policy and Deputy General Counsel within the Commonwealth's Executive Office for Administration and Finance, he played a critical role in overseeing the early policy decisions of the Health Connector and the financing of health care reform. He also helped fashion the recommendations of the Special Commission on the Health Care Payment System, which have sparked policy focus and market progress towards health care payment and delivery system reform in Massachusetts. Before serving in the Patrick-Murray Administration, Shor was a senior policy director and Assistant Attorney General in the Office of the Attorney General of Massachusetts, a senior policy aide and counsel to former U.S. Representative Martin T. Meehan and U.S. Senator Charles E. Schumer, and a public interest attorney defending the constitutionality of our nation's campaign finance laws in U.S. Supreme Court litigation. Shor holds a law degree from Harvard Law School and graduated from Yale University with a B.A. in History. Richard Snyder, M.D. Senior Vice President and Chief Medical Officer Independence Blue Cross

Richard Snyder, M.D. is the Senior Vice President and Chief Medical Officer for the Independence Blue Cross Family of Companies (Independence) where he has been employed since 1997. In that capacity he has accountability for all care management activities including utilization, case, disease, pharmacy, and quality management. He also has accountability for the popular Healthy LifeStyles programs, wellness programs, Health Plan accreditation, credentialing, and oversight of delegated activities. Most recently he has been a member of

the Chronic Care Management, Reimbursement, and Cost Reduction Commission of the Commonwealth of Pennsylvania and based on the positive clinical impact of statewide pilots has been leading IBC’s strategy to transform all primary care delivery to the Patient Centered Medical Home model.

Dr. Snyder is a member of the AMA, the PaMED, the AAFP, and the PAFP. He is a member of the Board of Directors of the Pennsylvania Health Care Quality Alliance and HealthShare, a

regional HIO, and sits on a variety of other State and professional advisory committees.

Maureen Spivack, MBA Managing Director, Locust Walk Partners WHCMAA Board Member

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Ms. Spivack is a Managing Director at the health care investment banking firm of Locust Walk Securities. She brings over 20 years of experience executing strategic and financial transactions for publicly traded, privately held and not-for-profit health care companies. Most recently Ms. Spivack was a Managing Director in the Health Care Investment Banking Group of Morgan Keegan & Co, a full service middle market investment bank. Prior to her tenure at Morgan Keegan, she was a Managing Director in the Global Healthcare Group of UBS Investment Bank focusing on healthcare services companies in the US and Latin America. Prior to joining UBS, she spent 8 years as a Managing Director in the Merrill Lynch Health Care Group specializing in originating and executing M&A transactions in healthcare services and managed care. Ms. Spivack is very active on corporate and private boards. Currently, she is a Director on the Board of publicly traded Quality Systems Inc. In addition, she is an advisory board member of the WBL- Women Business Leaders in the Health Care Industry, an invitation only association of senior level women business leaders in the industry. In addition to her professional endeavors, she is very involved in community service. She was the Chairperson of Millburn Township’s Citizens Budget Advisory Committee for ten years. Currently, she is the President of Congregation B’Nai Jeshurun, having served as an active Board Member for 6 years.

Paul Starr, PhD Professor of Sociology & Public Affairs Princeton University Paul holds the Stuart Chair in Communications and Public Affairs at the Woodrow Wilson School. He received the 1984 Pulitzer Prize for Nonfiction and Bancroft Prize in American History for The Social Transformation of American Medicine and the 2005 Goldsmith Book Prize for The Creation of the Media. His most recent book is Remedy and Reaction: The

Peculiar American Struggle over Health Care Reform (2011). Another book by Professor Starr, The Logic of Health-Care Reform (1992, reissued in a revised and expanded edition in 1994) laid out the case for a system of universal health insurance and managed competition. During 1993 he served as a senior advisor at the White House in the formulation of the Clinton health plan.

Jeff Voigt, MBA, MPH Medical Device Consultants of Ridgewood, LLC WHCMAA Board Member Jeff is the principal of Medical Device Consultants of Ridgewood, a firm dedicated to improving coverage and payment policies for medical technology companies and insurers. His expertise also includes healthcare analytics & evidence assessments – to assist policy makers

in developing coverage for technologies that provide value. Jeff has published numerous articles on evidence assessments and health policy commentary in peer reviewed journals such as: Acta Orthopaedica, Applied Health Economics and Health Policy, International Journal of Lower Extremity Wounds, Journal of Arthroplasty, Journal of Bone and Joint Surgery, Pacing and Clinical Electrophysiology, Pediatric Emergency Care, and Wound Repair and Regeneration. He has worked in the medical technology industry for over 24 years, in marketing, sales, and business development positions of increasing responsibility. His education includes: a bachelor’s degree from University Vermont, a Master of Public Health from Columbia, and a Master of Business Administration from the Wharton School, class of 1985.

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e Wharton HealthCare Alumni Association would like to thank the following companies for their generous contributions to the Alumni Association and for supporting the 2012 Wharton Healthcare Management Alumni

conference:

Diamond Sponsor - WHCMAA:

Platinum Sponsor - WHCMAA:

Silver WHCMAA Conference Sponsor:

Bronze WHCMAA Conference Sponsor: