NYC Healthcare Summit: Multiple Panels (IN PERSON)

September 27 2023, 2:00 PM - 7:00 PM EDT Ice Miller, 1500 Broadway, Suite 2900, New York, New York, 10036



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Jim Redpath
Cypress Associates LLC
Managing Director
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Mark Fleischer
Plante Moran
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Taryn Stone
Ice Miller


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Dan Lee
Comvest Credit Partners
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Daniel Nauheim
Chief Financial & Growth Officer
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Donika Selenica McKelvie
Managing Director, National Healthcare
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Grace Totman
Capstone LLC
Vice President
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Jack Tawil
Medpod Inc
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Jerry Pence
Balanced Capital Partners
Managing Partner
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Jonathan Bluth
Brown Gibbons Lang & Company
Managing Director
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Joseph Van Leer
Walgreens Health
Senior Director & Expert Counsel
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Patrick Feeney
Pearl Medical
Founder & Chairman
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Rebecca Springer
PitchBook Data
Lead Analyst, Healthcare
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Rita Ratner
Farragut Square Group
Managing Director
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Vladimir Andonov
Martis Capital
Managing Director of Business Development


September 27th
2:00 PM Registration/Check-In
2:30 PM Panel One: Healthcare Lending & Capital Markets Update
3:30 PM Panel Two: Healthcare Technology Innovation
4:30 PM Panel Three: Healthcare Regulatory Environment
5:30 PM Cocktail Reception/Networking
7:00 PM End


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Opus Connect is looking forward to welcoming you to Part II of our Healthcare Summit featuring three consecutive afternoon panels followed by an evening cocktail reception. These panels will feature industry leading M&A professionals, and will focus on current trends impacting Healthcare. This exclusive IN PERSON event and will be hosted in NYC at Ice Miller LLP.

By signing up and attending this event, you hereby grant us the permission to capture and use photographs or videos of you during the event for promotional and marketing purposes. You understand and agree that these images may be used in various media channels, including but not limited to our website, social media platforms, and promotional materials. If you do not wish to be photographed or filmed, please reach out to an Opus Connect team member in advance of the event. Thank you for your understanding and cooperation.

**Registration includes attendance to afternoon panels & reception only.

Panel Topics:

  1. Current Lending & Capital Markets Update in Healthcare
  2. The Role of Healthcare Technology Innovation and its Effects on the Industry
  3. Regulatory Environment in Healthcare M&A

Summaries & Speakers:

Panel 1: Current Lending & Capital Markets Update in Healthcare
With a focus on current healthcare trends, this insightful discussion will illuminate how lending and capital market conditions shape M&A activity, deal structures, and investment opportunities in the healthcare sector. The panel of industry experts will explore crucial topics, including the prevailing healthcare investment climate, access to capital for healthcare deals, the effects of rising interest rates on deal structures, and the identification of market opportunities and risks.

Moderator: Mark Fleischer, Partner at Plante Moran

Donika Selenica McKelvie, Managing Director, National Healthcare at HTLF
Dan Lee, Partner at Comvest Credit Partners
Jonathan Bluth, Managing Director at Brown Gibbons Lang & Company

Panel 2: The Role of Healthcare Technology Innovation and its Effects on the Industry
Technological innovation and the integration of artificial intelligence (AI) have become transformative forces within the healthcare industry. As the second panel of this healthcare summit, esteemed experts will delve into the current state of technology advancements in healthcare and discuss the profound effects they have on the industry. By understanding these emerging trends, M&A professionals can make informed decisions and capitalize on opportunities in this dynamic sector.

Moderator: Jim Redpath, Managing Director, Cypress Associates

Jerry Pence, Managing Partner at Balanced Capital Partners
Rebecca Springer, Lead Healthcare Analyst at PitchBook
Vladimir Andonov, Managing Director of Business Development at Martis Capital
Jack Tawil, CEO at Medpod Inc.
Patrick Feeney, Founder & Chairman at Pearl Medical

Panel 3: Regulatory Environment in Healthcare M&A
As healthcare M&A professionals come together to discuss current trends, this panel aims to provide attendees with an in-depth understanding of the regulatory challenges, compliance considerations, and legal complexities that shape deal-making in the healthcare industry. Attendees will gain valuable insights into the intricacies of the healthcare regulatory landscape and how to navigate it successfully in the context of M&A transactions in the lower-middle market.

Moderator: Taryn Stone, Partner at Ice Miller

Rita Ratner, Managing Director at Farragut Square Group
Daniel Nauheim, Chief Growth Officer at Medrina
Joseph Van Leer, Senior Director & Expert Counsel at Walgreens Health
Grace Totman, Vice President/Healthcare Policy Investment Analyst at Capstone LLC

Pricing (includes attendance to all three panels and cocktail reception only)

  • Members: complimentary 
  • Non-Members (on or before Sept. 16th): $295
  • Non-Members (after Sept. 17th): $395

By Invitation Only

Opus Connect is a membership-based organization.
If you have any queries, please contact 
*Opus Connect adheres to a strict no cancellations, no refunds, no application of registration fees to future events policy.  
Qualified substitutions are accepted. To send a substitute, please notify 
**Opus Connect reserves the right to refuse entry to prospective attendees

Wednesday, September 27th
2:00 PM EDT

Ice Miller
1500 Broadway
Suite 2900
New York, New York, 10036

Event Over
This event has concluded.