PRIVATE EQUITY INVESTMENT - iGlobal Forum

PEI Healthcare Brochure v2.inddPRIVATE EQUITY INVESTMENT IN PROVIDER HEALTHCARE J U N E 1 1 , 2 0 1 4 | N E W Y O R K
PRIVATE EQUITY INVESTMENT IN PROVIDER HEALTHCARE
MEDIA PARTNERS:
SPONSOR:
KEY TOPICS THAT WILL BE COVERED: • Why there is a natural connection between pension funds and provider care investments • Where are the provider care high growth opportunities • How private equity is expected to reshape provider care and the U.S. healthcare system • How Obamacare policy will continue to drive opportunities for the strategic investor • Where are the strategic opportunities down the supply chain • How to seed systems integrations through private equity investment • How will investor confi dence replaces uncertainty
NETWORK WITH LEADING: • Private Equity Firms • Investment Consultants • Investment Banks • Professional Services Firms / Consultants • Provider Care Companies
HEAR FROM THE FOLLOWING PARTICIPATING COMPANIES: SV LIFE SCIENCES ADVISERS, LLC
NEW LEAF VENTURE PARTNERS
OAK HILL CAPITAL PARTNERS
ENHANCED EQUITY FUNDSMANSA CAPITAL
AMICUS CAPITAL PARTNERS LLC
And Many More! REGISTER TODAY AT www.iglobalforum.com/pehealthcare
• Provider Care Consultants • Industry & Research Analysts • Pension Funds • Foundations & Endowments
2 PRIVATE EQUITY INVESTMENT IN PROVIDER HEALTHCARE SUMMIT 2014 | www.iglobalforum.com/pehealthcare
Dear Colleague,
Investment in Provider Healthcare Summit 2014 taking place
on June 11th, 2014 in New York. The Affordable Care Act continues
to transform the U.S. healthcare sector as pressure for increased
effi ciencies reshapes how healthcare services are delivered. One
component under rapid expansion is provider care-critical to the
new health care specialization model-and core to the creation
of community-based, accessible medical care. In 2012, private
equity investment was up over $3 billion from 2009, totaling $4
billion and growing, with the majority of deals focused on provider
care. In 2014, private equity investors and strategic acquirers will
continue to fi nd attractive specialized providers who offer retail
health care through walk-in clinics, surgery centers and urgent care
centers. The Summit will bring private equity experts, institutional
investors, and provider care companies together to review risks and
opportunities in this booming healthcare sub-sector.
iGlobal Forum Team
Phillipe Chambon Managing Director NEW LEAF VENTURE PARTNERS
Munzoor Shaikh Senior Manager, Healthcare Solutions WEST MONROE PARTNERS
Todd Pietri General Partner MILESTONE VENTURE PARTNERS
Joseph Ibrahim Principal, Healthcare Origination RIVERSIDE COMPANY
Andrew Cavanna Managing Director, Healthcare Co-Head VESTAR CAPITAL
William E. Allison Vice President, Fiscal Policy HEALTHCARE ASSOCIATION OF NEW YORK STATE
Ruben King-Shaw Jr. Managing Partner & Chief Investment Offi cer MANSA CAPITAL
Roger Marrero Partner COMVEST PARTNERS
Moses Ike Manager of Strategic Growth and Investments DIGNITY HEALTH
Daniel Agroskin Managing Director JLL PARTNERS
Ryan Kelley Founding Partner SHORE CAPITAL PARTNERS, LLC
Harry Eichelberger Principal OAK HILL CAPITAL PARTNERS
Matthew Thompson Vice President ENHANCED EQUITY FUNDS
Jason F. Shafer Principal HCP & COMPANY
Michael Bergen Principal APAX PARTNERS
Jay Wells, M.D., MBA, MSc. Managing Partner AMICUS CAPITAL PARTNERS LLC
Myles Greenberg, M.D. Partner HEALTHINVEST EQUITY PARTNERS / CHL MEDICAL PARTNERS
Gregg Osenkowski Vice President SVERICA INTERNATIONAL
Larry Schimmel, Esq. General Counsel for Investments and Operations NYC PUBLIC ADVOCATE Trustee, NYCERS
Charles Seal Investment Committee GREATER CINCINNATI FOUNDATION
Tim Moss Executive Director ILLINOIS PUBLIC PENSION FUND ASSOCIATION
Gregory Weinhoff, M.D. Partner HEALTHINVEST EQUITY PARTNERS / CHL MEDICAL PARTNERS
Dr. Gareth Forde Partner AMICUS CAPITAL PARTNERS LLC
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LEADING EXPERTS & SPEAKERS INCLUDE:
Park Lane Hotel 36 Central Park S, New York, NY
iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.
(212) 371-4000 www.parklanenewyork.com
VENUE AND ACCOMODATION
7:45 am BREAKFAST & REGISTRATION
8:30 am CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am NEW DEMAND, NEW DEALS: HOW PRIVATE EQUITY INVESTORS ARE BETTING ON TURNING AWAY FROM TRADITIONAL IN-PATIENT CARE
• Learn how increased demand for provider care could affect deal fi nancing in 2014
• Examine where millions of newly insured patients are driving demand in provider care subsectors—and what subsectors are ripe for deals
• Gain insights into why hospice and specialized subsectors have grabbed the interest—and renewed confi dence—of investors
• Determine how patient demand is building investor confi dence, moving capital off the sidelines from 2013, and how to benefi t from this shift from 2013
Ruben King-Shaw Jr., Managing Partner & Chief Investment Offi cer, MANSA CAPITAL
Roger Marrero, Partner, COMVEST PARTNERS
Gregg Osenkowski, Vice President, SVERICA INTERNATIONAL
Myles Greenberg, M.D., Partner, HEALTHINVEST EQUITY PARTNERS / CHL MEDICAL PARTNERS
9:30 am PENSION FUND ROUNDTABLE: HOW PENSION FUNDS ALIGN WITH PRIVATE EQUITY INVESTMENT IN COMMUNITY-BASED CARE • Hear pension fund leaders discuss their expanding appetite for private equity investment in provider care and what it means for prospective projects • Gain an understanding of pension fund performance expectations of private equity investments and what that means for qualifying provider care deals • Align your private equity projects with expanding pension fund allocation priorities • Meet with pension fund leaders who can connect internal mandates for community and regional growth with prospective deals
Larry Schimmel, Esq., General Counsel for Investments and Operations, NYC PUBLIC ADVOCATE
Charles Seal, Investment Committee, GREATER CINCINNATI FOUNDATION
Tim Moss, Executive Director, ILLINOIS PUBLIC PENSION FUND ASSOCIATION
10:15 am MORNING NETWORKING BREAK
10:45 am M&A 2014 ROUNDTABLE: SUBSECTOR CONVERGENCE AS A DRIVER OF 2014 DEALS • Hear private equity experts review 2013 angst over implementation of the new law • Was it warranted or will subsectors gravitate toward provider care company convergence as investor confi dence returns? • Leverage competition among provider care subsectors seeking to capture more of the healthcare dollar away from hospitals and physicians • Learn about deals underway that add capability and scale to providers—a core driver of consolidation—including staffi ng and revenue-cycle management
Joseph Ibrahim, Principal, Healthcare Origination, RIVERSIDE COMPANY
Andrew Cavanna, Managing Director, Healthcare Co-Head, VESTAR CAPITAL
Daniel Agroskin, Managing Director, JLL PARTNERS
11:30 am UNLOCKING ALPHA THROUGH INVESTING IN HOSPITAL TURNAROUND DEALS: BIG RETURNS FOR PRIVATE EQUITY STEWARDSHIP • Examine how to unlock value in hospitals as a synergy play with provider care • Learn how to close the right deal at the right price, through refi ning due diligence and clarifying the investment thesis so it is genuinely proprietary • Employ acquisition and investment strategies to adapt to anticipated changes driven by Obamacare and the new in-patient service reality—vetting the potential acquisition objectively against its own core strengths and its sustainability
Harry Eichelberger, Principal, OAK HILL CAPITAL PARTNERS
12:15 pm NETWORKING LUNCHEON
1:00 pm ROUNDTABLE DISCUSSION BREAKOUT SESSIONS
Opportunities in Subsectors–Once Largely Self-Pay–Now Benefi ting from Expanded Insurance Coverage: ROUNDTABLE 1: URGENT CARE EXCHANGE THE LATEST DEVELOPMENTS IN PRIVATE EQUITY INVESTMENTS IN RETAIL HEALTH CLINICS AND HOW TO CAPITALIZE ON THREATS OF ENTITLEMENT CUTS Moderator: Ryan Kelley Founding Partner, Shore Capital Partners, LLC
ROUNDTABLE 2: MENTAL HEALTH LEARN HOW OBAMACARE PARITY LEGISLATION IS OPENING OPPORTUNITIES FOR BIG RETURNS FROM PRIVATE EQUITY INVESTMENTS Moderator: Jason F. Shafer Principal, HCP & Company
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1:45 pm NEVER-SEEN-BEFORE PROVIDER CARE SPROUTS: HOW PRIVATE EQUITY INVESTORS MAY LEVERAGE RETURNS THROUGH THE UNFOLDING OF A NEW KIND OF SUPPLY CHAIN • Learn about the budding convergence between the provider care and biotech/life sciences sectors to be brought on by the rising healthcare consumerism • Review scenarios of non-traditional industries entering the healthcare space and the opportunities for non-traditional consolidations and mergers • Examine how the drivers underlying this convergence offer private equity investors an ability to enjoy high returns
Munzoor Shaikh, Senior Manager, Healthcare Solutions, WEST MONROE PARTNERS
Gregory Weinhoff, M.D., Partner, HEALTHINVEST EQUITY PARTNERS / CHL MEDICAL PARTNERS
2:30 pm PRIVATE EQUITY INVESTMENT IN HEALTHCARE TECHNOLOGY: NEW DEAL MIX IN 2014 • Assess the risk of an anticipated resurgence poised in clinical and administrative technologies—on the decline since 2009—and what it means for deals that have been on hold for the last several years • Learn if new opportunities in mobile marketplace (consumer-facing wellness and fi tness) will drive technology deals in 2014 • Examine how uncertainties, once eased, around implementation of
AGENDA WEDNESDAY, JUNE 11TH, 2014
P0ST-CONFERENCE WORKSHOP 4:15 pm to 5:30 pm
HOW TO ASSESS RISK IN DEAL RELATED DUE DILIGENCE: Is the “New Confi dence” the “New Normal?”
• Learn updated valuation considerations of core risks associated with Obamacare such as regulatory risk, reimbursement risk and other related risks needed to determine deal viability
• Take away case scenarios applying core risks in the new 2014 scenario and employ them in your due diligence programs
• Interact with peers and investors on emerging best practices designed to assure you greater likelihood of success in meeting your deal’s investment objectives
Tom joined SVLS in 2011 and is focused on health care services and HCIT services investments. Before joining SVLS, Tom was a partner at Ferrer Freeman & Co., a health care-focused growth capital investor. From 1996 to 2010, Tom served on numerous boards, including Aerocare Holdings, Amerita, Inc., GeneraMedix, Genova Diagnostics, PHNS, as well as Physicians Dialysis and Vitalize Consulting Solutions, both co-investments with SVLS. Tom earned an MBA from Harvard Business School and an AB Degree in Economics from Holy Cross College.
Jay is a Partner with Amicus Capital Partners LLC, a Chicago based private equity fi rm that specializes in buyout, recapitalization, and grow equity transactions in the healthcare sector. Amicus Capital Partners is focused exclusively on investing in and building leading health IT, health services, medical devices, and specialty pharmaceutical companies. Prior to joining Amicus, Jay was a Partner at Forde Group Healthcare LLC. He is a graduate of the University of California Los Angeles, Emory University School of Medicine (XSM), London School of Economics and London School of Hygiene and Tropical Medicine, and the University of Chicago Booth School of Business. He is a Fellow in the Royal Society of Medicine, and he is a member of the Asia Society, Chatham House, and the Council on Foreign Relations.
Tom Flynn Managing Partner SV LIFE SCIENCES ADVISERS, LLC
Jay Wells, M.D., MBA, MSc. Managing Partner AMICUS CAPITAL PARTNERS LLC
the new law may cause pent up demand to be met through nascent technologies brought to market through private equity funding Todd Pietri, General Partner, MILESTONE VENTURE PARTNERS
Phillipe Chambon, Managing Director, NEW LEAF VENTURE PARTNERS
Moses Ike, Manager of Strategic Growth and Investments, DIGNITY HEALTH
Michael Bergen, Principal, APAX PARTNERS
3:15 pm PRIVATE EQUITY OPPORTUNITIES IN STAFFING PROVIDER CARE: FOR-PROFIT HIGHER EDUCATION AS FEEDER TO PROVIDER CARE EXPANSION • Learn how to leverage the boom in demand for healthcare professionals as part of your provider care investment strategy • Gather core fi ndings on the expansion of provider care services and the growing demand for talent needed to staff it • Take away innovations in for-profi t higher education that can be incorporated into your strategy
Matthew Thompson, Vice President, ENHANCED EQUITY FUNDS
William E. Allison, Vice President, Fiscal Policy, HEALTHCARE ASSOCIATION OF NEW YORK STATE
3:45 pm CHAIRPERSON’S SUMMARY AND NETWORKING
WHAT WILL BE COVERED: WORKSHOP LEADERS
Terms and Conditions Payment Policy • Payment is due in full at the time of registration and includes lunches, refreshments
and detailed conference materials. • Your registration will not be confi rmed until payment is received and may be subject
to cancellation.
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for cancellations. • For cancellations received in writing more than seven (7) days prior to the conference
you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
• For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
• In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit
YES! Please Register Me For: NAME ___________________________________________________________________________________ JOB TITLE ________________________________________
ORGANIZATION _________________________________________________________________________________________________________________________________
Card #____________________________________________________________ Exp. Date ______/______ CVM Code __________
Conference only Conference & Workshop Workshop only.
I cannot attend, but please keep me informed of all future events.
I am interested in speaking opportunities, sponsorships and exhibiting at the event.
EASY TO REGISTER: Web: www.iglobalforum.com/pehealthcare
Email: [email protected]
Call: 212-752-7760
Fax: 212-202-4220
REGISTER BY CONFERENCE ONLY WORKSHOP ONLY CONFERENCE & WORKSHOP April 15, 2014 $799 $149 $895
May 01, 2014 $849 $199 $995
May 25, 2014 $899 $249 $1,045
June 11, 2014 $999 $299 $1,145
will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
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• Please note that speakers and topics were confi rmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.
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also require payment at the time of registration. • All discount offers cannot be combined with any other offer.
J U N E 1 1 , 2 0 1 4 | N E W Y O R K

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PRIVATE EQUITY INVESTMENT - iGlobal Forum