Sponsors
Moderators
Julie A. Sullivan is a health care regulatory and compliance attorney concentrating her practice on state and federal health care fraud, waste and abuse guidance, reimbursement matters, as well as health privacy and security law. She represents health care providers and suppliers in complex regulatory and transactional matters, and routinely advises on issues such as corporate practice of medicine, fee splitting, licensure and certification issues including Medicare revocation, payment suspension and exclusion matters, and Medicare and Medicaid reimbursement disputes. Julie also structures mergers and acquisitions and value-based arrangements in the health care space to comply with the vast legal and regulatory requirements applicable to business deals in the health care industry, and leads regulatory due diligence and diligence remediation efforts in connection with such transactions in tandem with the corporate M&A teams at GT and other law firms.
Julie has deep experience in the intricate and involved processes associated with over-payment refund processes and self-disclosures. She routinely assists provider clients, including behavioral health providers, substance use disorder providers, hospitals and health systems, long-term care providers, dialysis providers, ambulatory surgery centers, and ancillary service providers with referral source relationship compliance issues and internal or government investigations into billing issues and the handling of such matters requiring refunds and/or self-disclosures to government-funded health care programs or regulatory agencies.
As a certified professional coder (CPC), Julie assists clients with billing and coding guidance, billing audit support/defense and appeals. Julie also works closely with GT’s white-collar teams on health care fraud investigations involving billing and coding matters (as well as other fraud and abuse issues). Julie also advises clients regarding corporate integrity agreements, CMS compliance plans, and other government-directed compliance initiatives.
Julie utilizes her prior in-house counsel experience to serve her clients’ business objectives while appropriately managing their legal risk in the heavily regulated health care environment. She also leverages her advanced degree in public health to assist clients in planning and execution of disaster preparedness plans for public health crises. Julie also serves as a pro-bono coordinator for the firm and devotes significant time to a variety of pro bono projects.
Marvin S. Rosen has more than 30 years of experience in the area of corporate and securities law. He advises private equity firms, hedge funds, activist and distressed investors on special strategies. He has had experience in being a member of various boards of directors of public companies.
I am a partner providing transaction advisory financial services focusing to the middle market across the country.
Mr. Redpath is a Managing Director of NYC-headquartered Cypress Associates (www.cyprs.com) and focuses on clients in the healthcare and other emerging growth industries. He has worked as a mergers and acquisitions and corporate finance professional since 1990. Mr. Redpath has closed approximately 100 transactions totaling over $30 billion in value and has a varied transaction experience, including sell-side representation, buy-side advisory transactions, growth capital financings, joint ventures, strategic partnerships, restructurings, leveraged buyouts and fairness opinions.
Mr. Redpath is also a Partner in FDL Health Investors, a private equity fund focused on making investments in healthcare real estate (www.fdlhealthinvestors.com). As an entrepreneur, he co-founded telehealth company Medpod Inc. and cardiac monitoring company Wellcheck Cardiac Telemetry LLC.
Prior to joining Cypress Associates in 2010, Mr. Redpath headed Corporate Finance for Ziegler Capital Markets, was Managing Director and Co-Head of Friedman, Billings, Ramsey & Co. Inc.’s Healthcare Investment Banking Group, and managed the North American Healthcare M&A business at Deutsche Bank Securities, Inc. Prior to Deutsche Bank, he spent over six years as a senior healthcare M&A professional at Morgan Stanley & Co. Incorporated and at Wasserstein Perella & Co. Incorporated. Mr. Redpath began his career at Kidder, Peabody & Co. Incorporated after graduating from business school in 1990.
Mr. Redpath graduated with a B.A. degree in Economics, Magna Cum Laude, from Colgate University and received his M.B.A. with an emphasis in Finance from Harvard Business School. He holds Series 7, 24 and 63 securities licenses.
Panelists
Alex is responsible for providing strategic advice and managing and coordinating all aspects of fundraising campaigns, as well as distribution and relationship management in select east coast U.S. markets. Alex has more than two decades of experience in the private equity industry. Prior to founding Metric Point Capital, Alex was a Partner and member of the Management Committee at Atlantic-Pacific Capital where he worked for 17 years. Alex attended The University of Virginia and received a BS in Psychology and Business from the Pennsylvania State University where he was also a nationally-ranked Division I wrestler. Alex currently holds a black belt in Brazilian jiu jitsu.
Alex was raised in Khmelnytskyi, Ukraine and immigrated to the United States in 1987 with his parents and sister with a total of $800 and two suitcases each.
First Job: Busboy at Ponderosa Steakhouse (promoted to cashier after only 3 months)
Anthony is a licensed physical therapist that has scaled a single clinic in Brooklyn New York to a multistate rehabilitation platform prominent in the Northeast. He led that company as their COO and Chief Development officer, spearheading growth and integrations. Leading the charge through a private equity investment and eventual exit to a hospital system.
Anthony is dedicated to reinforcing the PAX culture and values to promote unity and a shared sense of purpose. Additionally, Anthony oversees change management processes, ensuring teams adapt seamlessly to new structures, systems, and processes.
Brandt Jewell is a senior vice president at Coker where he leads the physician services team, which focuses on delivering value across all areas of ambulatory operations. He has extensive consulting experience related to executive leadership development, practice acquisitions, physician alignment strategies, operational efficiency, financial stability, organizational structures, revenue cycle management, and competitive landscapes for health systems and provider groups across the country.
Brandt partners with health systems, investors, and medical groups to implement operational solutions and strategies that improve provider entities’ financial health. He also develops value-based care strategies for integrated networks of employed and independent providers.
With over 30 years in healthcare and IT, Patrik excels in strategic sales, business development, and leadership. His expertise in IT operations and performance improvement has propelled growth in companies from startups to Global Fortune 50. Patrik's deep understanding of healthcare dynamics and customer-focused approach is instrumental in delivering innovative solutions that align with our clients' evolving needs.
Private Equity – all lines P&C, Benefits, Personal Lines, Transactional Risk & Diligence Neil Krauter is the Risk Strategies National Private Equity Practice Leader.
Before joining Risk Strategies, Neil founded Krauter & Company in 2004. Previously, he served as Senior Vice President of AON in 1988, Executive Vice President in 1991, and later assumed the Vice Chairman role of AON New York in 1994. In addition to managing an elite team of over 100 mergers & acquisitions experts, Neil was AON’s leading specialist in providing services to the M&A industry with over 2,000 transactions to his credit.
He has held a number of board of director positions as well as serving on the Investment Committee of Reserve Capital Partners, the Advisory Board of Mountainside Hospital, Private Equity Risk Consulting, Arsenal Capital Partners, Private Equity CFO Association, Dukes Place Holdings, Winchester Advisors, and Breckenridge Insurance. In addition, he is the founder and CEO of the Private Equity Principal Group (PEPG), the industry resource to train the next generation of deal makers and partners.
After retiring from AON in 2000, Neil founded Krauter & Company. With headquarters in New York, the firm expanded across the country with offices in Boston, St. Louis, San Francisco, Dallas, Houston, Avenel, Chicago, Naples, Los Angeles. In 2019 Krauter & Company merged with Risk Strategies to form and build a leading private equity specialty practice.
Today, the Risk Strategies Private Equity Practice has over 350 private equity firms as current and active clients.
Gabriel is Chief Operating and Compliance Officer at Pearl Health. He was previously a leader on the Product team at Centivo. While there, he led market launches in New York, New Jersey, Connecticut, Florida and Michigan, in partnership with 14 regional health systems.
Prior to Centivo, Gabriel was an early employee at Oscar Health Insurance, where he served in a number of roles including Director of Product Operations, Chief of Staff, Interim Head of Marketing and in a Special Projects role on the Data Analytics team.
Gabriel received his A.B. in Philosophy from Harvard University. He wrote his honors thesis under the advisement of T.M. Scanlon, in which he argued for an alternative moral framework for justifying informed consent in clinical medicine.
25+ years of healthcare supply chain experience across all sides of the industry. Launched my own company in 2013 called Valify. Raised funds from Nashville-based FO's and sold to HCA the largest public health system in the US.
A healthcare leader and strategic thinker with more than 35 years leading strategic healthcare marketing, I anticipate industry trends, innovate solutions and drive profit and growth through strategy.
Abe saw how difficult it can be to navigate the healthcare system watching his father struggle to coordinate his grandmother's care following her Parkinson's diagnosis. All too often, a prescription from one doctor doesn't pair well with a medication prescribed by a different doctor, potentially causing life-threatening side effects and a trip to the emergency room. People need help accessing the care that is right for them. Abe helps build new Rubicon companies to provide that assistance.
Abe has a background in healthcare public policy and sees his work in the private sector as a continuation of the work he did in the federal government to develop new care solutions. Abe worked with Adam Boehler on the Advancing American Kidney Health initiative in the federal government. As the first investment professional to join Rubicon, Abe helped build out the investment team and co-founded the first two new companies Rubicon launched, Honest Medical Group and Evergreen Nephrology, developing the concepts, securing anchor clients, and recruiting the leadership teams.
I'm a physician and medical geneticist with an interest in the intersection of medicine, biotechnology, and business.
Investor in applications of AI in healthcare
Ben Consoli joined HCAP Partners in 2023 and has a diverse investment background spanning both public and private markets through debt and equity structures. At HCAP Partners, Ben is responsible for originating, structuring, closing, and monitoring portfolio investments. His industry acumen encompasses business services, aerospace and defense, technology, manufacturing, and healthcare, among others.
Prior to joining HCAP Partners, Ben was a Vice President at CVF Capital Partners, a middle market private equity fund focused on making control and non-control investments. At CVF, he served on the boards of Custom Power, Vege Labs, and BC2 Environmental. Additionally, he served as an observer on multiple other boards.
Ben graduated with honors from Cal Poly San Luis Obispo where he majored in Finance. He is also a CFA Charterholder.
Rebecca Springer is Director of Market Development at Bailey & Company. Her coverage spans healthcare services and healthcare IT in both the PE and VC ecosystems. In particular, Springer's PE Healthcare Services Report is the industry’s source of truth for quarterly deal flow trends. Her insights have been cited in numerous publications including the Financial Times, Bloomberg, and Forbes. Prior to PitchBook, Springer was a college lecturer at the University of Oxford.
Vladimir is Managing Director of Business Development at Martis Capital. Prior to Martis Capital, Vladimir worked at Capricorn Investment Group as an Investment Analyst. Prior to Capricorn, Vladimir worked in Investment Banking in the Financial Institutions Group at J.P. Morgan. Vladimir received a BA in Economics and Political Science from Williams College and an MBA from the University of Chicago. He is a CFA charterholder.
Domenic is the Team Leader of Withum’s Healthcare Advisory Services Group. He is a Principal based out of the Firm’s New York office. With over 20 years of healthcare experience, Domenic has a broad spectrum of knowledge with his background of financial and operational executive level positions including 15 years as a CFO. Primarily, he has worked in large academic acute care hospitals but also has expertise in long-term care and physician practices. In addition to his comprehensive executive roles, Domenic has extensive experience in 340B, integration and consolidation of facilities, Revenue Cycle, Strategic Planning, and Digital Transformation.
I’m a seasoned healthcare services and healthcare tech investment professional. My partners and I invest in healthcare , pharma , and life sciences tech & tech enabled services in the lower middle market, especially utilizing M&A and de novo technology solutions to build disruptive enterprises.
Attendees
