Immerse yourself in a dynamic environment where you’ll have access to both investment professionals and operating executives focused on healthcare services. The Healthcare Services Investment Conference hosted by DealFlow Events brings together the industry’s stakeholders for two full days of networking, education and deal-making.
Attendees will get valuable insights through in-depth discussions on the latest trends shaping the industry and will have unique access to evaluate new investment and business development opportunities.
Commercial Banks
Senior & Mezzanine Lenders
Private Equity Investors
Investment Bankers
MSO Management Teams
Physicians Across Different Specialties
Law Firms
Independent Sponsors
Deal Advisors
Venture Capitalists
Accounting & Financial Professionals
Advisory Firms
Practice Management at Healthcare Companies
Hospital Management Teams
Valuation Consultants
240 W 47th Street
New York, NY 10036
Phone: (212) 201-7650
The Edison Ballroom serves as our 2023 venue, right in the heart of New York City. Originally opened in the 1930’s as the Grand Ballroom of the adjacent Edison Hotel, this historical venue recently completed a multi-million dollar renovation that preserved its original flair and art deco style.
240 W 47th Street
New York, NY 10036
Phone: (212) 201-7650
The Edison Ballroom is a private event space in New York City that’s perfect for corporate functions. Originally opened in the 1930’s as the Grand Ballroom of the adjacent Edison Hotel, this historical venue reopened in 2008 after a multi-million dollar renovation that preserved its original flair and art deco style.
The Healthcare Services Investment Conference brings together the largest gathering of professionals in the sector. In addition to finance professionals, lawyers, accountants and investors, this event will be well attended by physicians and executives who manage healthcare companies. We attract the medical community by delivering what they want – a high-value curriculum delivered by expert speakers and the opportunity to meet those speakers in a format designed for networking.
Partner
Proskauer
Ryan Blaney is the head of the global Privacy & Cybersecurity Group and a partner in the Health Care practice.
Ryan’s practice focuses on regulatory compliance, enforcement, litigation and transactions in the areas of data privacy, cybersecurity, health care, and emerging technologies. He advises private equity, asset managers, health care, life sciences, retail and technology clients on privacy and cybersecurity compliance, cybersecurity incidents and government investigations, including acting as lead counsel in defending clients in regulatory investigations by HHS-OCR, DOJ, FTC, FCC and State Attorneys General. Ryan also represents investors and lenders in both health care and privacy and security due diligence and negotiations for mergers and acquisitions, joint ventures, financings and complex commercial agreements.
Ryan counsels clients on federal, state, and international privacy and security laws including California Consumer Privacy act (CCPA), EU General Data Protection Regulation (GDPR), Health Insurance Portability and Accountability Act (HIPAA), Family Educational Rights and Privacy Act (FERPA), Children’s Online Privacy Protection Rule (COPPA) and Telephone Consumer Protection Act (TCPA).
Principal - The Hargan Group
Former US Dept. of Health and Human Services Senior Official
Ken Callahan is currently a Principal at the Hargan Group where he does healthcare consulting, regulatory analysis and business development for healthcare providers, digital health, medical device and home health companies. Prior to that he was the Chief of Staff for the Deputy Secretary Eric Hargan (#2 official) in the Immediate Office of the Secretary (IOS) at the US Department of Health and Human Services (HHS). The Deputy Secretary's office plays the role of Chief Operating Officer for a department that has 27 agencies, 80,000 employees and an annual budget of $1.3 trillion. In this role, Callahan was responsible for executing the HHS/CMS payment rules and the allocation and distribution of $175 billion from the Provider Relief Fund. He also played major roles in department wide initiatives such as telehealth expansion during COVID-19, Stark and Anti-kickback reform, the Rural Health Action Plan, Interoperability rules and launching LymeX – the largest public-private partnership to combat Lyme disease in history. He began his career on Capitol Hill working for Congressman David Joyce (R-OH), then Congressman Mike Gallagher (R-WI) before joining HHS in January of 2018. Callahan received his BA from Ohio Wesleyan University and his Masters in Health Administration from Cornell University.
Associate Professor/Journalist
University of New Haven
Dr. Ejara taught finance courses for over 25 years at different universities (University of Connecticut, Central Connecticut State University, University of Massachusetts Boston, Suffolk University, William Patterson University of New Jersey and University of New Haven). He taught corporate finance, international finance, investment, financial markets and institutions, personal finance and financial econometrics. Dr. Ejara conducts research in different finance areas including securities issuance, stock repurchases, IPOs, ADRs, financial market integration and international finance.
Managing Director, Healthcare
Monroe Capital
Matt has had an extensive financial career working with middle market companies across the healthcare industry. Matt will be responsible for our healthcare lending efforts in addition to originating cash flow and enterprise value based loans in private equity sponsored and non-sponsored transactions.
Prior to Monroe, Matt was a Principal at Beverly Capital, a healthcare focused private equity firm. He was formerly a Vice President in the Healthcare Leveraged Finance group at Madison Capital where he originated, structured and underwrote debt financing for private equity sponsored transactions. Prior to Madison Capital, Mr. Evans worked in Merrill Lynch Capital’s Healthcare Finance leveraged lending group.
CEO
Aesto Health
"Ferg" provides leadership in healthcare technology, data analytics, and strategic growth gathered across 26 years of serving in the role of CEO for a diverse group of organizations.
Today he serves as the CEO of Aesto Health, which provides Software as a Service and Data as a Service for private-equity-backed healthcare groups leveraging technology and data to grow faster.
Over 41,000 healthcare executives, providers, and support staff utilize Aesto solutions to exchange, organize, and analyze healthcare data.
The company’s enterprise software suite provides tools that accelerate healthcare acquisitions, migrate patient data, and uncover opportunities for multiplying EBITDA.
As an extension of his responsibilities within Aesto Health, he serves as an advisor to many of the fastest-growing healthcare companies in the US. His book, "The Enterprise Healthcare Playbook," is scheduled for publication in Q422.
CEO
Texas Health Aetna & Outcome Capital
Karl Hess is a Managing Director with Outcome Capital and leads its HealthTech and digital health practices. Having interacted extensively with hundreds of digital health companies over the years, as well as with dozens of their healthcare and life sciences investors, customers and partners, Karl has become known as a leading subject matter expert on the topics of successful digital health business models, commercialization, investment and technologies. From pharmaceuticals to medical devices and software (SaMD), digital health tools and therapeutics and health optimization and population health management platform technologies to entire care delivery ecosystems, Karl has helped design, develop and commercialize dozens of innovative products and services across the healthcare and life sciences industries, representing hundreds of millions of dollars in incremental revenues and more than $20B in value-unlocking transactions.
CEO
Priority Healthcare Consultants
Renee Jones earned her Doctor of Pharmacy degree at Florida Agricultural and Mechanical University in Tallahassee, FL and graduated with honors in 2005. She then completed her Post-Graduate Pharmacy Residency Program with an emphasis in HIV medicine in 2006.
As a licensed pharmacist in Florida and New Jersey, she began her career in healthcare in 2006 as the Clinical Pharmacy Coordinator of Hunterdon Medical Center and Assistant Professor at the Ernest Mario School of Pharmacy at Rutgers University. She then relocated to south Florida to serve as the Pharmacy Operations Supervisor, Clinical Coordinator, and Residency Program Coordinator of Broward Health Medical Center for eight years. During this tenure, her focus was to reduce medication expenses, create clinical programs related to oncology, ID, and critical care medicine, and promote safe practice as it relates to Joint Commission standards and clinical guidelines.
As the Director of Pharmacy Partnerships and Innovations and Nova Southeastern University, she worked with numerous providers, accountable care organizations (ACOs), and management services organizations (MSOs) to improve quality benchmark measures and initiate strategic plans related to annual wellness visits, chronic care management, incident to billing, and transitional care medicine. She now practices as the Director of Pharmacy and Case Management at Personal Physician Management Group. Her core responsibilities include reducing hospital admissions and ER visits, targeting high risk / high-cost patients to improve morbidity and reduce cost, and spearheading the chronic care management and transitional care management teams.
As the CEO of Priority Healthcare Consultants and a Certified Risk Coder, she has created innovative strategies and solutions to help MSO’s increase their funding, reduce their Part A and Part D expenditures, and improve their HEDIS benchmark measures.
VP of Business Development
Relatient
As a healthcare technology executive, Ed Kenney brings 20+ years of experience in the healthcare industry and has held leadership roles across many different areas, including marketing, strategic partnerships, channel management, and commercialization. While most of his career has been centered on the Ambulatory and Provider Clinic Market, he has spent the last 12 years focused on Patient Engagement Technology. Ed’s concentration is on improving patient access, widening the digital front door, and improving patient scheduling and patient payment collection to drive value and revenue growth for healthcare provider organizations. Ed holds a master’s degree in communications and has shared his expertise and growth strategies across many industry sessions including at MGMA, HIMSS, HBMA and many other events.
Chief Growth Officer
Cardinal Digital Marketing
As Chief Growth Officer, she collaborates with clients to set strategic direction, identify new growth opportunities, and lead strategy execution. She has more than ten years of experience in developing multi-channel digital marketing strategies for multi-location healthcare organizations that encompass search engine optimization, digital advertising, and reputation management. Lauren has managed multi-million-dollar marketing budgets for national healthcare brands like LifeStance Health, Benchmark Senior Living, Upperline Health, ATI Physical Therapy, and many more. She’s helped scale multi-location healthcare groups from 16 to 500+ locations via acquisitions and de novo strategies.
CEO
Healthcare Compliance Pros
Adam Laing is the Chief Executive Officer of Healthcare Compliance Pros (HCP). He has an extensive track record of driving revenue growth with SaaS (Software-as-a-Service)-based companies by fostering talent and evolving company cultures to support continued expansion. Prior to joining Healthcare Compliance Pros (HCP), Adam served as Vice President at iWorQ Systems, having led the company through explosive growth of doubling the customer base and increasing revenues by over 400% during his 5-year tenure.
Prior to iWorQ, Adam held multiple Senior Executive roles, including Director of Marketing and Sales with New Dawn Technologies (now Journal Technologies), which was acquired by DJCO Board of Directors, including its Chairman of the Board, Charlie Munger, also Vice-Chairman of Berkshire Hathaway and Warren Buffett's long-time business partner. Board meetings with Charlie Munger were some of the highlights of Adam's tenure at Journal Technologies and he credits Mr. Munger for helping to expand the way he looks at building and growing long-lasting companies. Adam's experience in SaaS-based business development helped position the newly formed Journal Technologies with a rapid increase in brand equity and exponential revenue growth.
In addition to technology, Adam gained an understanding early in his career regarding the importance of properly managing compliance through his experience co-founding PFM, a SaaS-based investment firm. PFM contracted with a former State SEC regulator/attorney to manage the company's compliance. "Unfortunately, after several months into the contract, it became blatantly obvious that the scope of understanding to help PFM manage compliance was well outside the understanding of our compliance manager." The costs already spent, and the additional costs needed to start over again with compliance nearly put the small start-up out of business. Having this experience years ago is still poignant today for Adam. He is committed to ensuring that HCP provides not only the best-in-class technology and training but also (and most important) the compliance expertise and support to ensure our customers' success. Adam stated that "neither start-ups nor tenured companies can endure large setbacks or costs that can come from not being compliant." That is why HCP provides a $1-million indemnification for our customers for losses due to a breach or other concern. We are that confident! And, by the way, our customers have never needed the indemnification we offer.
Adam has over 20 years of experience working with technology companies spanning several platforms and solutions, including IBM, PPG (GTS Services), and Novell. Adam has a Bachelor of Science degree in Information Systems and Business from Brigham Young University—Hawaii.
CEO
Cardinal Digital Marketing
Alex Membrillo is the CEO of Cardinal, a healthcare performance marketing agency focused on growing healthcare companies through innovative digital marketing strategies encompassing search engine optimization, digital advertising, and reputation management. Cardinal has experienced exponential growth under Membrillo’s leadership, consecutively named on the Inc. 5000 list of fastest-growing privately-held US companies for the last four years. A Digital Marketer of the Year by the Technology Association of Georgia (TAG), Alex also contributes to the Forbes Agency Council, with placements in national publications, including Entrepreneur, Search Engine Journal, Physicians Practice, and The Wall Street Journal. Most recently, the Atlanta Business Chronicle named him in their 2022 class of 40 Under 40 honorees. He’s a frequent speaker at healthcare conferences, including the American Marketing Association, HCIC, SMASH Senior Care Marketing & Sales Summit, the Association of Dental Support Organizations (ADSO), and SHSMD (among others).
Managing Partner
Double Rock
Suraj Rajwani is the managing partner and co-founder of DoubleRock. Located in San Francisco, the company is a venture capital firm established in 2012. Investments promoted by the company include IoT, mobile, SaaS, and big data solutions. Companies whose growth was fostered by DoubleRock investments have experienced a high level of success in their later stages.
We’re excited to launch a significant add-on to the event in 2023. The MSO Bootcamp, which will take place in the morning session on Day 2, offers technical workshops geared for medical providers and MSO management.
Our sponsors are thought-leaders in the industry. Corporate sponsorship provides unmatched exposure during a lengthy promotional campaign and the conference itself. Benefits include pre-conference publicity, logo and literature placement, exhibit space, online ad placement, and complimentary registration.
To become a sponsor, contact Charlie Napolitano at (516) 876-8006 ext 20 or charlie@dealflowevents.com.
© DealFlow Financial Products, Inc. (d/b/a DealFlow Events). All rights reserved. DealFlow Events™ and The Healthcare Services Investment Conference™ are trademarks of DealFlow Financial Products, Inc.
