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Agenda
Please note: This agenda is subject to change.
Thursday, February 14, 5:30 - 7:30 PM
Reception
Second Level at the W (Upstairs Bar)
2024 Physician Transactions Conference
9:00
Introduction to Conference and the Latest Trends in Physician Group Transactions
Gary Herschman, Esq., Epstein Becker Green
9:15
Why So Many Physician Groups Are Pursuing Partnerships with Private Equity Platforms and Other Larger Health Care Organizations
Moderator:
- Gary Herschman, Esq., Epstein Becker Green
Panelists:
- Robert Goettling, The Bloom Organization
- Jasen Gundersen, M.D., CardioOne
- Kevin Mair, MedAxiom
- Dana Jacoby, Vector Medical Group
- Scott Sigman, M.D., Orthopaedic Surgical Associates
10:00
How Medical Groups Are Valued in Private Equity Deals
Moderator:
- Hector Torres, DC Advisory
Panelists:
- Jerry Chang, BRG
- Justin Hand, Westcove
- Bert Orlov, EisnerAmper
- Dina Ragab, HealthPlus Management
10:45
How to “Extricate” from a Hospital PSA or Employment Agreement to Benefit from a Lucrative Partnership Transaction -– Plus a Case Study
Moderator:
- Gary Herschman, Esq., Epstein Becker Green
Panelists:
- Pete Kriekard, M.D., Colorado Springs Cardiology
- Peter Burd, Heart & Vascular Partners
- Dana Jacoby, Vector Medical Group
11:15
How to Maximize Your Practice’s Value by “Getting Your House in Order” in Advance
Moderator:
- Anjana Patel, Esq., Epstein Becker Green
Panelists:
- Rich Blann, DC Advisory
- Kevin Mair, MedAxiom
- Kieran Higgins, Citrin Cooperman
- Amit Payan, FTI Consulting
- Ryan Lundquist, FNX Group
12:00
Lunch Break (on-site)
12:30
The Role of Quality of Earnings Reports in Physician Transactions
Moderator:
- Matthew Searles, Merritt Healthcare Advisors
Panelists:
- Anna Kostanian, CohnReznick
- Adam Tillery, FTI Consulting
1:00
Advance Planning to Maximize the Value of Your Medical Real Estate
Speaker:
- Collin Hart, ERE Healthcare Real Estate Advisors
1:15
Personal Wealth Planning Strategies to Consider Before Any Major Transaction
Speaker:
- Daniel Brunello, AllianceBernstein
1:30
How “Income Repair” Works Following a Private Equity Partnership
Moderator:
- Robert Goettling, The Bloom Organization
Panelists:
- Jeff Freedman, Modernizing Medicine
- Jeff McNeill, Growth Orthopedics
- Michael Meneghini, M.D., Indiana Joint Replacement Institute
2:00
“Second Bite” Transactions Are “Real” and Financially Rewarding
Moderator:
- Dana Jacoby, Vector Medical Group
Panelists:
- Genghis Niver, M.D. (Orthopedic Surgeon, Summit Health)
- Matt Schocket, M.D. (Pain Management, Capitol Pain Institute)
- David Jacofsky, M.D. (Orthopedic Surgeon, Healthcare Outcomes Performance Company)
- Atul Sharma, M.D. (Georgia Retina, EyeSouth Partners)
2:45
Brief Afternoon Break
3:00
Anatomy of a Private Equity Transaction: What to Expect at Each Stage of the Process, and Key Strategies for Achieving Optimal Terms
Moderator:
- Glenn Prives, Esq., Epstein Becker Green
Panelists:
- Erin Glass, Lockton
- Dana Jacoby, Vector Medical Group
- Hector Torres, DC Advisory
- David Jacofsky, M.D., Healthcare Outcomes Performance Company
- John B. Carron, Merritt Healthcare Advisors
4:00
Keynote Panel: “Life After Closing of a Private Equity Deal, from the Perspective of Five Physicians Who Partnered with Five Different Platforms”
Moderator:
- Dana Jacoby, Vector Medical Group
Panelists:
- Sri Durbhakula M.D., OrthoBethesda (Platform: Aligned Orthopedic Partners)
- John Mehall, M.D., Cardiac & Thoracic Surgery Associates (Platform: Heart & Vascular Partners)
- Kevin Pelton, M.D., Los Angeles Orthopedic Surgery Specialists (Platform: UnityMSK)
- Graysen Petersen-Fitts, M.D., Blue Grass Orthopedics (Platform: Growth Orthopedics)
- Jeff Richmond, M.D., Orthopaedic Associates of Manhasset (Platform: Spire Orthopedic Partners)
5:00
Networking Cocktail Reception
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