The Agenda

Our Philosophy: The Program Always Comes First

The Healthcare MSO Conference - September 27, 2019

September 27, 2019

07:30 AM  -  08:30 AM

08:35 AM  -  08:45AM

08:50 AM  -  09:35 AM

Panel 

State of the MSO Market

  • Recap of current market dynamics and 2020 forecast
  • Understanding the evolution of management services organizations in healthcare
  • What the future landscape of consolidation looks like

Speakers

Bo CrowellBo Crowell

Managing Director, Head of U.S. Healthcare Services

Macquarie Capital

Panelist

D. Patrick EasterlingD. Patrick Easterling

Senior VP

Novant Health

Panelist

Henry BloomHenry Bloom

Founder & President

The Bloom Organization

Moderator

09:40 AM  -  10:00 AM

Presentation 

Healthcare M&A: Recent Trends, Outlook and Implications for Management Services Organizations

  • Review of recent M&A activity and underlying drivers, with a focus on healthcare services
  • Outlook for future deal activity and potential catalysts/deterrents arising from market and regulatory forces
  • Discussion of how M&A activity, in particular vertical integration and disruptive platforms, could impact the MSO space

Speakers

Ben WallaceBen Wallace

Managing Director

Goldman Sachs

Speaker

10:05 AM  -  10:25 AM

Presentation 

MSO Growth Strategies

  • The four pillars: Market access, financial access, infrastructure, and intellectual property
  • De novo vs. M&A expansion - pros and cons of each strategy
  • Universal consumerism and brand promise

Speakers

Dr. Nedal ShamiDr. Nedal Shami

Chief Growth Officer & Co-founder

CityMD Urgent Care

Speaker

10:30 AM  -  10:50 AM

Presentation 

The Risks in Physician-Owned MSOs

  • Overview of how these corporate models work
  • Relevant regulations – Stark Law, Antikickback Statute, Eliminating Kickbacks in Recovery Act, Analogous State Laws
  • Common pitfalls and recent enforcement trends
  • Practical advice to identify and mitigate risk

Speakers

Chris QuinlanChris Quinlan

Associate

Elliott Sauter

Speaker

Michael ElliottMichael Elliott

Co-Founder & Partner

Elliott Sauter

Speaker

10:50 AM  -  11:10 AM

11:10 AM  -  11:30 AM

Presentation 

Financing Your MSO Using Debt or Equity

  • The pros and cons of using debt vs. equity
  • How to find the right lender or equity partner
  • Properly capitalizing your MSO

Speakers

Gareth PetschGareth Petsch

National Director for the Healthcare Practice Finance Division

Citi Commercial Bank

Speaker

11:35 AM  -  11:55 AM

Presentation 

Unique Corporate and Regulatory Issues in Structuring Healthcare MSO Transactions

  • Dealing with restrictions on corporate practice of medicine and its impact on structure and financial relationships
  • How to approach the unique challenges of dealing with founders
  • Scope of due diligence – both regulatory and corporate
  • Creating a legal entity that is positioned for growth – aligning the incentives of the healthcare providers and the management company

Speakers

Michael SchnipperMichael Schnipper

Partner

Nixon Peabody

Speaker

Michele MasucciMichele Masucci

Partner

Nixon Peabody

Speaker

12:00 PM  -  12:20 PM

Presentation 

Understanding the Market and Key Players

  • Overview of the physician group market
  • Drivers of risk in the marketplace
  • MSO services that enable risk

Speakers

Zahy Abou-AtmeZahy Abou-Atme

Associate Partner

McKinsey & Company

Speaker

12:25 PM  -  12:45 PM

Presentation 

Private Equity Investment in Physician MSOs: Investment Trends and Drivers

  • Which specialties are growing in popularity with investors
  • Why the physician sector is attractive for private equity
  • Analyzing recent MSO deals in the private equity sector

Speakers

Pete ZippeliusPete Zippelius

Partner

Leonard Green & Partners

Speaker

12:45 PM  -  1:45 PM

1:45 PM  -  2:05 PM

Presentation 

The Digital Impact on Healthcare

  • How patient care and physician services have transformed in the digital era
  • How the digital component is affecting MSOs
  • The outlook of future technology in healthcare

Speakers

Luba Greenwood of GoogleLuba Greenwood

Strategic Business Development and Corporate Ventures

Google

Speaker

2:10 PM  -  2:30 PM

Presentation 

Strategic Alternatives for Independent Physician Groups

  • The forces that are driving physician consolidation
  • The alternatives that are available for independent groups
  • How consolidation is different today than it was in the 1990s

Speakers

Marc CabreraMarc Cabrera

Co-Head of Healthcare Investment Banking

Oppenheimer & Co.

Speaker

2:35 PM  -  3:05 PM

Fireside 

Fireside Chat: The Impact of MSOs & PE Investment in Healthcare Services

  • Physician duties and compensation issues
  • Consumer costs and maintaining the quality of healthcare
  • Impact on other medical professionals

Speakers

Alejandro FernandezAlejandro Fernandez

CEO

NavaDerm

Speaker

Dr. Sailesh KondaSailesh Konda, MD, FAAD, FACMS

Medical Director & Director of Mohs Surgery and Surgical Dermatology

University of Florida Health Dermatology

Speaker

3:05 PM  -  3:30 PM

3:30 PM  -  3:50 PM

Presentation 

Health System Value Considerations

  • How to get new providers up and running with easy onboarding
  • Achieving a faster time to value creation
  • Standardizing data and technology across disparate systems
  • Tracking quality performance at the individual provider level

Speakers

James BonomoJames Bonomo

President and CEO

CaduceusHealth

Speaker

3:55 PM  -  4:15 PM

Presentation 

Operational Considerations and Growth-related Issues

  • Recruiting and retaining physicians
  • How to build regional density to supercharge organic growth
  • Governance and corporate control issues

Speakers

Anthony HayesAnthony Hayes

Vice President

Revelstoke Capital Partners

Speaker

4:20 PM  -  5:05 PM

Panel 

Private Equity Investment Objectives & Structuring MSO’s for an Exit

  • Add-on acquisitions vs. platform investments
  • How to structure your MSO for an attractive exit
  • Dealing with negative PR associated with non-physician ownership

Speakers

Matt JamesonMatt Jameson

Managing Director

BlueMountain Capital Management

Panelist

Paul BarrettPaul Barrett

Managing Director

BelHealth Investment Partners

Moderator

Philip ZoarskiPhilip Zoarski

Vice President

Frazier Healthcare Partners

Panelist

5:10 PM  -  5:20 PM

5:30 PM  -  6:30 PM