2010 Deal Making in Healthcare (New York)
Tuesday, December 7, 2010
New York, NY
Dr. Cliff Bleustein
Director
PwC
Dr. Cliff Bleustein is a Global Director in PricewaterhouseCoopers Healthcare Advisory Practice. He is a physician with extensive clinical, surgical, and practice experience in hospitals, ambulatory surgery centers, private practice offices, and nursing homes. His areas of expertise include hospital strategy, international strategy, governance, physician alignment, ambulatory practice operations, physician compensation and measurement, and accountable care organizations.
Before joining PricewaterhouseCoopers in 2008, Dr. Bleustein provided advisory services to large pharmaceutical companies, and developed medical lectures for pharmacists, nursing home attendants, hospital nurses, residents, and physicians. Prior to that, Dr. Bleustein was a practicing urologist at the largest urology group in New Jersey, where he performed procedures and supervised urological care of nursing home patients. During that time, Dr. Bleustein was also the assistant clinical professor of urology at Albert Einstein College of Medicine, where he lectured about urological conditions and trained urology residents.
Dr. Bleustein graduated from the Medical College of Wisconsin, and completed his internship at the New York Hospital Medical Center of Queens. He later completed his residency in urology at Montefiore Medical Center. He has an extensive roster of peer-reviewed published research and is currently a Diplomat of the American Board of Urology. Dr. Bleustein earned a bachelor’s degree in science from the University of Wisconsin, Madison. He also received an executive master’s degree in business administration from NYU Stern School of Business where he now teaches Healthcare Economics as an Adjunct Professor of Economics. Dr. Bleustein is a Senior Fellow at the Thomas Jefferson School of Public Health and a member of the board of directors of the Primary Care Development Corporation (a nonprofit dedicated to increasing capacity and quality of primary care in underserved communities through healthcare financing).
C. Taylor Cole, Jr.
Managing Director
Charterhouse Group
Mr. Cole joined Charterhouse Group in 1998 and has been a Partner of the firm since 2003. During that time, he has invested in a broad range of industries including healthcare, specialty distribution and consumer goods. Since 2001, Mr. Cole’s primary focus has been on the evaluation and execution of platform and add-on investments and on monitoring portfolio company activities, all within the Healthcare Services sector.
Prior to joining Charterhouse, Mr. Cole was a member of the Investment Banking Division of Morgan Stanley & Co. in New York and Hong Kong. While at Morgan Stanley, he was involved in a wide array of M&A transactions as well as public and private financings and recapitalizations.
Mr. Cole currently serves as a member of the Board of Directors of The Camelot Schools, Cross Country Healthcare and Upstream Rehabilitation.
Mr. Cole holds an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and a B.A. from the University of Virginia.
Carol Cruickshank
Vice President and Partner
A.T. Kearney
Carol Cruickshank is a Partner with A.T. Kearney’s Pharmaceutical and Healthcare practice. She has over fifteen years of industry and consulting experience across the healthcare value chain serving pharmaceutical and biotech clients, health insurers and retail pharmacies. Carol supports clients on a range of strategic and operational issues including go to market strategy, operational efficiency and organizational effectiveness. Most recently, Carol co-led the firm’s research in biopharmaceutical cost structure and improvement. Carol has a B.A. from Queen’s University in Canada and a Masters of Business Administration from the Ivey Business School at the University of Western Ontario.
A.T. Kearney is a top tier management consulting firm focused on delivering high quality, tangible results to its clients. Established in 1926, A.T. Kearney was founded to provide management advice concerning issues on the CEO’s agenda. Today, A.T. Kearney serves the largest global clients in all major industries with offices located in major business centers in xx countries.
Robert A. Cucuel, Jr.
Operating Partner
Kohlberg & Company, L.L.C.
Mr. Cucuel has been affiliated with Kohlberg since 1999 and was named an Operating Partner in 2010. Mr. Cucuel has over twenty-five years of experience as an executive in healthcare services and has successfully completed two tours as Chief Executive Officer of Kohlberg portfolio companies. From 2006 until it was sold in 2010, Mr. Cucuel served as the Chief Executive Officer of Critical Homecare Solutions, a Kohlberg Fund V portfolio company and a provider of home infusion therapy products and services. Prior to that he was the President and Chief Executive Officer of Air Products Healthcare, which had purchased American Homecare Supply, a Kohlberg Fund III portfolio company that Mr. Cucuel operated from 1998 until it was sold in 2002. Mr. Cucuel is currently Chairman of e+CancerCare. Prior to his affiliation with Kohlberg, Mr. Cucuel held various senior level management positions at American Home Patient and Home Nutritional Services. Mr. Cucuel received a B.S. from Boston College.
Steven Elek
Partner-in-Charge, Healthcare Transaction Services
PwC
Steven Elek, Partner, leads the Healthcare Practice in the Transaction Services Group of PricewaterhouseCoopers LLP. He is responsible for delivering a wide range of merger, acquisition, divestiture and corporate finance-related services. Steve has over 25 years experience in a wide range of healthcare industry sectors that give him a broad understanding of the interrelationships amongst the sectors. His sector experience includes health insurance/managed care, general acute-care hospitals, psychiatric hospitals, integrated delivery systems, long-term care, rehabilitation centers, home care, clinical laboratories, medical device manufacturers and pharmaceutical companies.
Steve is an attorney and a Certified Public Accountant. He is a past President of the Association for Corporate Growth’s Philadelphia Chapter and a past Chairman of its Board of Directors. He is a member of the HealthCare Financial Management Association, American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, the Pennsylvania Bar Association and the Philadelphia Bar Association. Steve has been a frequent speaker and author on various acquisition, divestiture and financing topics.
James L. Elrod, Jr.
Managing Director
Vestar Capital Partners
Jim Elrod leads the Healthcare Group at Vestar Capital Partners, a private equity firm based in New York with $8 billion under management. Before joining Vestar, Elrod served as EVP of Operations and Finance at Physicians Health Services. Elrod began his healthcare career at Dillon Read, where he ran the firm’s investment banking healthcare group. His books Hospital Financing and Refinancing Under Prospective Payment and Merging Health Care Institutions were published by the American Hospital Association. He holds an AB from Colgate University and a MBA from Harvard University.
Steven Epstein
Member of the Firm
Epstein Becker & Green, P.C.
STEVEN B. EPSTEIN of Epstein Becker & Green, P.C., is a pioneer in the legal specialty known as health care law. For over 35 years, Mr. Epstein has played a unique role in the establishment of the concept that health care organizations require a dedicated form of legal representation. During such time, Mr. Epstein was also instrumental in the acceptance of managed care as the most prominent form of health care delivery. Mr. Epstein has been referred to as the "father of the healthcare legal industry" as stated in Chambers USA. He was selected as a member of the Greater Washington Legal Elite by Washington Smart CEO; was named in Best Lawyers in America in 2008, 2009 and 2010; and in Washington DC's Super Lawyers in 2008, 2009 and 2010.
Mr. Epstein founded Epstein Becker & Green, P.C. in 1973. The firm has grown to approximately 350 lawyers in 10 cities and is generally recognized as one of the leading law firms in health care law with over 130 attorneys dedicated to this specialty. As the senior health partner in the firm, Mr. Epstein provides a wide range of health care organizations and providers with strategic legal guidance responding to the legal challenges and opportunities of the rapidly changing American health care system. In this connection, Mr. Epstein currently sits on the Boards of a number of health care companies and venture capital firms.
Epstein Becker & Green supports clients throughout the country in 25 different areas of health practice, ranging from health policy to strategic partnering to complex compliance issues. Mr. Epstein, a graduate of the Columbia Law School (L '68), currently serves as chairman of the Columbia Law School Board of Visitors. He received Columbia University's Distinguished Alumni Award at Columbia University's 2007 graduation ceremonies. He received Columbia Law School's Medal for Excellence – Columbia Law School's most prestigious award – in 2009.
Mr. Epstein graduated from Tufts University in 1965, where he earned the Donald A. Cowdery Memorial Award for leadership and was the editor-in-chief of the Tufts Weekly. He was awarded the Tufts University Distinguished Alumni Award in 1999. He was appointed to the Board of Trustees in November 1999.
Following graduation from Columbia, Mr. Epstein joined the Wall Street law firm of Barrett Knapp Smith & Shapiro. He has served as a legal consultant to the Health Maintenance Organization Service, Health Services and Mental Health Administration, U.S. Department of Health, Education and Welfare.
*Selected Prior Boards (within the last several years), include: Emerald Health Plan (sold), APS (sold), Critical Care Systems, Chairman (sold December 2007), Group Dental Services (Denex) sold.
Harris Hyman IV
Senior Principal
Flexpoint Ford
Harris Hyman IV is a Senior Principal of Flexpoint Ford, an industry focused private equity firm dedicated to the healthcare and financial services sectors. Mr. Hyman focuses on investments in the healthcare sector and has over 25 years of experience working with healthcare companies. He previously was a Managing Director at Credit Suisse First Boston, where he served as Co-Head of Healthcare Mergers & Acquisitions. During his years as an investment banker, Mr. Hyman advised companies in almost every subsector of healthcare services and medical products and served as financial advisor to many of the leading U.S. and European healthcare companies.
Mr. Hyman serves on the board of directors of MedAssets, Inc. and Eagle Hospital Physicians. He received a B.S.E., magna cum laude, from Princeton University and an M.B.A. from Harvard Business School.
Christopher W. Kersey, MD, MBA
Managing Partner, Camden Partners
Chairman of the Board, Johns Hopkins Medicine International
Christopher W. Kersey serves as Managing Partner of Camden Partners of Baltimore, Maryland, where he focuses on private equity investments in the health care and life science industries. Founded in 1995, Camden Partners is one of the largest growth equity and investment management funds in the United States with more than $700 million under management.
Dr. Kersey serves on the board of directors of Essence Group Holdings Corporation, LipoScience Inc., Medivance Inc., MinSec Corrections Corporation, PatientSafe Solutions Inc., Santa Rosa Consulting Inc. and Webmedx Inc. Dr. Kersey’s previous portfolio companies include MedServe Inc. (acquired by Stericycle Corporation, NASDAQ: SRCL), AlgoRx Pharmaceuticals Inc. (acquired by Anesiva Corporation, NASDAQ: ANSV), ComView Medical Systems (acquired by ElectroMed Corporation), MacroGenics Inc., Pet DRx Corporation (acquired by VCA Antech Inc., NASDAQ: WOOF), Rejuvenon Corporation (acquired by Helsinn Healthcare S.A.), Targacept Corporation (NASDAQ: TRGT) and Xeotron Corporation (acquired by Life Technologies Corporation, NASDAQ: LIFE).
Dr. Kersey serves on the board of trustees of Johns Hopkins Medicine and the board of trustees of The Johns Hopkins Hospital. The Johns Hopkins Hospital has been the #1 ranked hospital for 21 consecutive years in the U.S. News & World Report annual rankings of American hospitals. Dr. Kersey also serves on the board of directors of The Johns Hopkins Hospital Endowment Fund, and he is the Chairman of the Board of Johns Hopkins Medicine International, the global development arm of Johns Hopkins Medicine with hospital management and clinical education services in the Middle East, North America, South America, Europe and Asia.
Dr. Kersey’s international experience includes work with Sumitomo Biosciences in Japan and the World Bank in the former Soviet Union (the Republic of Georgia) as well as research fellowships focusing on the National Health Service in the United Kingdom and Sweden-based Telefon LM AB Ericsson's market entry into China.
A Phi Beta Kappa, Truman Scholar and Presidential Scholar graduate of Stanford University, Dr. Kersey graduated summa cum laude as the Class of 1996 Valedictorian at the Emory University School of Medicine. In 1996, Dr. Kersey attained the distinction of becoming one of the first individuals in history to be accepted in the same year into the residency program of Harvard Medical School as well as Harvard Law School and Harvard Business School, where he later graduated as the Class of 1998 Walter Fellow as one of the school’s first medical doctors.
Michael Kluger
Managing Director
Altaris Capital Partners
Is a founding partner of Altaris Capital Partners, L.P. a health care private equity concern located in New York City with more than $800 million under management. Before helping to found Altaris in 2002, Mr. Kluger spent ten years at Liberty Partners where he led that firm’s efforts in healthcare private equity investment. Prior to Liberty Mr. Kluger spent twelve years at Merrill Lynch where he had various positions in the Investment Banking Group including: working on IPO’s, debt financing, and merger and acquisitions assignment for healthcare companies and overseeing several of Merrill Lynch’s private equity investments in healthcare. Mr. Kluger has directed and been responsible for more than 30 middle market transactions exceeding $4.0 billion in total value. He is or has been a director of Allscripts Healthcare Solutions (NASDAQ: “MDRX”), Foundation Health (NYSE: "FHS"), Monaco Coach Company (NYSE: "MNC"), NFO Worldwide (NYSE: "NFOR") as well as numerous private companies.
Mr. Kluger is a graduate of Trinity College, BA History (1978) and the University of Chicago, MBA with a concentration in hospital administration (1980).
Jonathan Korngold
Managing Director
General Atlantic, L.L.C.
Education: Harvard Business School; MBA and Harvard University; BA
Former Position: Goldman, Sachs and Company
Jonathan Korngold is a Managing Director at General Atlantic, a global growth equity firm, where he has worked since 2001. Mr. Korngold recently returned from General Atlantic’s London office and is now based in the firm’s New York, NY office, where he heads General Atlantic’s global Healthcare sector.
In his capacity as a Managing Director, Mr. Korngold has worked closely with many of the firm’s public and private portfolio companies, many of which are in the transaction processing, financial services, and outsourcing areas, and is currently a Board member of Emdeon Business Services and Qualicorp.
Prior to joining General Atlantic, Mr. Korngold was a member of Goldman Sachs’s Principal Investment Area and Mergers & Acquisitions groups in London and New York, respectively. Mr. Korngold received his M.B.A. from Harvard Business School and graduated with a B.A. in Economics with Honors from Harvard College. In addition, Mr. Korngold has spent extensive time in China, where he studied Mandarin Chinese at Peking University and worked in the U.S. Embassy’s Foreign Commercial Service in Beijing.
Mr. Korngold is an active member in the community and is involved in a number of educational and non-profit organizations, including The Central Park Conservancy and Kids in Distressed Situations (K.I.D.S.), among others. He is also a member of the Young Presidents Organization (YPO) and is a Young Global Leader of the World Economic Forum.
Stephen Krupa
Managing Member
Psilos Group Managers, LLC
Stephen Krupa founded Psilos with Dr. Albert S. Waxman and Lisa Suennen in 1998 and heads Psilos' East Coast Office. Steve focuses primarily on identifying investment opportunities in next generation healthcare services and healthcare information technology companies. In addition, he advises many of Psilos' portfolio companies in the areas of capital formation and merger and acquisition strategy and structure. He has served on several Psilos portfolio company boards, including Active Health Management (exited) and HealthScribe (exited). Steve currently serves on the Board of Directors of Caregiver Services, Click4Care, Comprehensive NeuroScience, Care Management Technologies, Extend Health, HealthEdge Software and SeeChange Health.
Steve is also an active blogger. You can read his posts at www.stevekrupa.com
Prior to Psilos, Steve was a Vice President of Wasserstein Perella & Co., a leading international investment bank. During his time at Wasserstein, Steve specialized in public and private mergers and acquisitions advisory work, much of which was focused in the healthcare industry. His work at Wasserstein resulted in the consummation of strategic transactions with an aggregate market value of over $11.0 billion. Previously, Steve was an associate in the investment banking department of Kidder Peabody & Co. From 1987 to 1992, he first worked as a mechanical engineer and software applications developer and then as a manager of new business development for Johnson Controls, Inc., a leading manufacturer of process controls systems. Steve holds an M.B.A. with Distinction from the Wharton School of the University of Pennsylvania, where he graduated a Palmer Scholar; and a B.S. in Mechanical Engineering from the University of South Florida where he was elected to Tau Beta Pi.
John R. Leone
Partner
Paul Capital Partners
Mr. Leone joined Paul Capital in 2007 with over 30 years of pharmaceutical industry experience. Most recently, he was President and Chief Executive Officer of Cambrex Corporation, a leading life sciences company. Previously, Mr. Leone was at Aventis, where he served as Senior Vice President and Chief Operating Officer of US Commercial Operations. In this position he had responsibility for all commercial business units, including oncology, metabolism, cardiovascular, dermatology, respiratory and anti-infective. Among other initiatives, Mr. Leone helped spearhead the successful integration of its predecessor companies, Rhone-Poulenc Rorer and Hoechst Marion Roussel, to form Aventis. His industry experience also includes both domestic and international executive management roles with Wyeth, where he held the following positions during his tenure: General Manager Ayerst International, General Manager of commercial operations for Ayerst US, Group Vice President of Wyeth International Marketing and General Manager Vaccine and Pediatric Division. Mr. Leone started his healthcare career at Pfizer Laboratories, where he held various senior marketing positions in both the US and International groups and was responsible for the commercial launch of numerous pharmaceutical products. Mr. Leone received his BS degree in Engineering from the US Military Academy at West Point and his MBA from the University of Colorado.
Christopher McFadden
Managing Director
Health Evolution Partners
Chris is a member of the Health Evolution Partners’ Growth Fund Investment Committee as well as directs investing activities for the Health Evolution Partners’ Spectrum Fund. In addition, Chris oversees Health Evolution Partners’ knowledge management function, Innovation Network (HEPIN). Chris also serves on the board of HEP portfolio companies Foundation Radiology Group, Mauna Kea and Prematics.
Mr. McFadden joined Health Evolution partners from Goldman, Sachs & Co. Mr. McFadden joined Goldman Sachs in 1999 as a vice president and was named managing director in 2004. He most recently directed debt and equity investments in private and public North American-based healthcare companies as part of Goldman Sachs’ Americas Special Situations Group (AmSSG). From 1999 to 2007, Mr. McFadden was a senior equity research analyst responsible for Goldman Sachs’ US healthcare services research coverage and served as a member of the Global Investment Research (GIR) Sounding Board.
Prior to joining Goldman Sachs, Mr. McFadden worked as a senior research analyst at Wheat First Securities, now Wells Fargo Securities. Prior to that, he held marketing and management positions at Xerox Corporation.
Mr. McFadden earned a BA in political science from the University of Richmond and studied graduate economics at Virginia Commonwealth University. Mr. McFadden serves as a member of the board of trustees of Montefiore Medical Center in New York. He founded RAMP, a mentor program for undergraduate students and is the past chairman of the advisory board for the Philip Coltoff Center of the Children’s Aid Society. He is also a board member for the Natural History Museum of the Adirondacks.
Mark Mlotek
EVP Corporate Business Development
Henry Schein, Inc.
Mr. Mlotek, now in his 17th year with Henry Schein, Inc., currently serves as Executive Vice President of Corporate Business Development, a position he has held since 2004. He is a member of the Company’s Executive Management Committee, and a member of the Company’s Board of Directors. In his current role, Mr. Mlotek has three main priorities: worldwide merger & acquisition activity for the Company; business development, including important supplier partnership arrangements; and worldwide strategic planning. Mr. Mlotek has personally supervised as both a lawyer and a principal several hundred transactions, of all shapes and sizes, including both domestic, international and cross border transactions.
Prior to holding his current position, Mr. Mlotek served as the Company's Senior Vice President of Corporate Business Development, and before that, upon joining the Company in 1994, was Vice President, General Counsel, and Secretary. Prior to joining Henry Schein, Mr. Mlotek was a partner in the law firm of Proskauer Rose LLP and counsel to the Company, specializing in mergers and acquisitions, corporate reorganizations and tax law. At Proskauer, since 1989, Mr. Mlotek worked very closely with Henry Schein on various corporate matters. Prior to joining Proskauer, Mr. Mlotek was a partner in the law firm of Feit & Ahrens.
Mr. Mlotek graduated the Columbia University School of Law with high honors in 1980. He received an LLM in Taxation from New York University School of Law in 1985, also graduating with honors. Mr. Mlotek graduated summa cum laude with a B.S. degree in accounting from the Herbert Lehman University of the City College of New York in 1977.
Mr. Mlotek has been active in various charitable organizations, many of which help the perpetuation of the Yiddish language and culture. From 1996-2000, he served on the Conference of Presidents of Major American Jewish Organizations.
Mr. Mlotek is a member of the New York State Bar Association.
Alexander S. Preker
Head of the Health Industry Group and Health Investment Policy Analysis
Investment Climate Department of the World Bank Group
Mr. Alexander S. Preker is Head of Health Industry and Investment Policy Analysis for the Investment Climate Department of the World Bank Group. He leads a team of policy advisors and analysts that work with investors, health businesses and policy makers in improving the investment climate and business operating environment for the health sector in developing countries. Mr. Preker has had a distinguished career, working at different times for International Bank of Reconstruction and Development (IBRD), International Development Association (IDA), International Finance Corporation (IFC) and World Health Organization (WHO). Previously, as Chief Economist for the health sector, he coordinated the technical team that prepared the World Bank’s Health, Nutrition and Population Sector Strategy in 1997. During the past 10 years, this strategy has provided a vision for the World Bank’s engagement in the health sector in low- and middle-income countries, leading to an annual lending pipeline of about US$1-2 billion a year and total portfolio value in the range of US$15 billion. He is currently part of the joint World Bank/International Finance Corporation team that set up a US$1 billion Health in Africa initiative. The initiative includes a US$500 million debt facility, US$300 million Equity Vehicle for Health in Africa and US$200 million advisory service. He has published extensively, having written many scientific articles and is the author of over 15 books. He is a member of the Editorial Board for the World Bank’s External Operations Publication Department and Editor in Chief of World Bank’s Business of Health Publications. Mr. Preker holds a joint appointment as an Adjoint Professor of Health Policy and Management at the Mailman School at Columbia University in New York and an Adjunct Professor of Public Administration and Health at the Wagner Graduate School of Public Service at New York University. He is a member of the teaching faculty for the Berkeley Health Leadership Forum and he teaches regularly at the Faculty of Management, McGill University in Montreal. His training includes a Ph.D. in Economics from the London School of Economics and Political Science, a Fellowship in Medicine from University College London, a Diploma in Medical Law and Ethics from King’s College London, and a MD from University of British Columbia/McGill.
Hunter Rost
Partner
Waller Lansden
Hunter Rost is a partner and a former head of Waller Lansden’s Corporate and Commercial Transactions practice group. He has more than 20 years of experience in the area of corporate law, with particular emphasis on domestic and cross-border mergers and acquisitions, joint ventures, corporate reorganizations and recapitalizations, public and private securities offerings and private equity financings.
Mr. Rost works primarily with clients in the biotechnology, pharmaceutical, device, healthcare and healthcare IT. His work with these clients includes mergers and acquisitions, licensing and acquisition of intellectual property portfolios, IP development agreements, clinical research agreements and financing transactions. His clients include pharmaceutical and biotechnology companies in the U.S., U.K., Europe, Canada and Asia, and he routinely serves as U.S. counsel to international clients in connection with their acquisitions of U.S. companies.
Recognized as one of The Best Lawyers in America® (Woodward White) in the area of Mergers and Acquisitions Law, Mr. Rost regularly advises corporate management and directors on strategic transactions, fiduciary duties and corporate governance matters.
Ali Satvat
Principal, Co-head Global Medical Products and Devices
Apax Partners
Ali Satvat is a Principal at Apax Partners, one of the world’s leading private equity investment groups. Apax Partners Funds invest in companies across its global sectors of Financial & Business Services, Healthcare, Media, Retail & Consumer and Tech & Telecom. The firm operates across the United States, Europe, Israel and Asia with more than 30 years of investing experience. Funds under the management and advice of Apax Partners total over $35 billion around the world, and these Funds provide long-term equity financing to build and strengthen world-class companies.
Having joined Apax in 2006, Ali is responsible for healthcare investments and co-heads Apax’s medical products and devices investment effort globally. His investments to date at Apax include: The TriZetto Group, Ascent Healthcare Solutions (sold to Stryker), Esprit Pharma (sold to Allergan), MagnaCare (sold to an undisclosed party) and Voyager HospiceCare (sold to Harden Healthcare). In addition, Ali oversees Apax’s US specialty pharmaceutical portfolio, where he has been involved with Apax’s historical investments in Affymax, AngioDynamics, Novacea and ZymoGenetics (all successfully exited) and remains actively involved with Apax’s current investments in Aerovance, Prometheus Laboratories and SkinMedica.
Prior to joining Apax, Ali analyzed healthcare investments at Johnson & Johnson Development Corporation (J&J’s venture capital subsidiary), where he invested in new products and platforms in the fields of pharmaceuticals, biotechnology, medical devices, diagnostics and consumer products. Previously, Ali worked at Audax Group, where he specialized in private equity investments and helped to initiate the firm’s first public market investing effort. Ali began his career at The Blackstone Group, where he focused primarily on M&A and restructuring advisory in the US and Europe and also on private equity investments globally.
Ali received an AB in History and Science from Harvard University and an MBA from the Wharton School of the University of Pennsylvania.
Lynn Shapiro Snyder
Senior Member
Epstein Becker & Green, P.C.
Lynn Shapiro Snyder, Esq. is a National Health Care & Life Sciences Practice Leader at Epstein Becker & Green, P.C. where she serves on the firm’s Board and Finance Committee. She has been in EBG’s DC office for over 30 years, advising clients about federal, state and international health law issues, including Medicare, Medicaid, managed care issues as well as health care fraud defense and compliance. Her clients include health care and life sciences companies. Notably, she served as lead health counsel in many transactions including the HCA buyout, Biomet and HCR ManorCare. She has been recognized as one of the "Most Powerful People in Healthcare” and one of the best lawyers by various publications.
Ms. Snyder is the Founder and Chair of the Women Business Leaders of the U.S. Health Care Industry Foundation (WBL Foundation), a non-profit organization comprised of more than 2,600 senior executive women and women board members worldwide who do business in the U.S. health care industry. WBL’s mission is to help these senior executive women improve their businesses and continue to grow professionally through corporate board opportunities.
Ms. Snyder joined the board of Trustmark Companies in 2006. Trustmark provides life, medical, dental, managed care, wellness, disability, critical illness, accident insurance and benefits administration services, with revenues over $1 Billion. Trustmark recently purchased Health Fitness Corporation. She serves on the Compensation and Audit committees.
Ms. Snyder also is a Board member of the Maryland/Israel Development Center that encourages trade, joint ventures, and investment between Maryland and Israeli business and research institutions.
Ms. Snyder has authored two books about serving on corporate boards. She was named a “Director to Watch” by Directors & Boards magazine in August 2009.
David Snow
Editor in Chief & Director
PEI Media
David Snow is Editor-at-Large of PEI Media, the leading provider of news and intelligence to the global alternative asset market (www.PEIMedia.com). He recently founded Privcap, a media platform for the private capital investment market. Prior to joining PEI Media in 2004, David was the founding editor of a news service for accredited investors now owned by Channel Capital. Before that he was editor of Buyouts newsletter, a Thomson Financial publication. He received an MA in International Affairs from Columbia University and undergraduate degrees in Political Science and Chinese Studies from the University of California, San Diego. He hails from Honolulu, Hawaii. You can follow his writing at www.peimedia.com and at www.SnowsNotes.com.
Ashu Tandon
Head - Healthcare & Life Sciences BPO
Infosys
Ashu Tandon is the Head of the Healthcare & Life Sciences BPO Client Services team at Infosys, a $5Bn global Systems Integrator and Outsourcing company with a market cap of ~$40Bn. In his current role, Ashu is responsible for setting strategy for the portfolio, building new relationships both in new prospects as well as existing clients and for customer satisfaction at existing clients.
Ashu has approximately 15 years of experience in assisting C-level executives in the Healthcare & Life Sciences industry verticals determine their sourcing strategies, implement governance models and drive the performance of their outsourcing relationships. His business experience spans multiple continents (North America, Asia, Africa) and encompasses both the ‘Buy’ and ‘Sell’ side.
Ashu has an MBA (Marketing Major) from one of India's top business schools, Bachelor's degree in Economics and a Post-Graduate Diploma in International Marketing from the renowned Delhi School of Economics. He lives in Bridgewater, NJ with his wife and 2 kids, is a volunteer Soccer Coach and in his spare time likes to conjure up recipes mixing both western cuisine with Indian flavors.
Nathaniel M. Zilkha
Co-Head of Special Situations Investing
Kohlberg Kravis Roberts & Co.
Nat Zilkha joined KKR in 2007 and is the co-head of special situations investing, which includes the firm’s activities in public and private distressed, rescue and structured investments on a global basis. Previously he was a member of the North American Private Equity team. Prior to joining KKR, Mr. Zilkha spent 8 years in the Principal Investment Area of Goldman Sachs, where he invested in private equity and principal debt transactions. He is currently on the boards of directors of Oriental Brewery and Jazz Pharmaceuticals. Mr. Zilkha graduated cum laude from Princeton University.
Joseph Zubretsky
Executive Vice President & Chief Financial Officer
Aetna Inc.
Joseph M. Zubretsky, Executive Vice President and Chief Financial Officer, joined Aetna, Inc. in February 2007. In his position, he leads all of the corporation’s financial activities, including financial and performance management, capital strategy and planning, investor relations as well as corporate development, investment management and strategic planning. He is a member of the Executive Committee, the senior governing body of the company, and is a key strategic contributor.
Mr. Zubretsky came to Aetna from UnumProvident Corporation, where he was Senior Executive Vice President of Finance, Investments and Corporate Development. In that capacity, he was responsible for Unum’s financial operations and capital management, investment management operations, enterprise risk management, and strategy development and planning.
Prior to Unum, Mr. Zubretsky was President and Chief Executive Officer of GAB Robins Group, a global insurance services company, for over six years. Concurrently, he was a partner with New York-based private equity firm, Brera Capital Partners, specializing in insurance industry investments. He has also served as executive vice president of business development and chief financial officer of MassMutual Financial Group, executive vice president and chief financial officer of Healthsource, Inc, and as a partner in the firm of Coopers & Lybrand.
Mr. Zubretsky is a native of Hartford and graduated from the University of Hartford where he received a Bachelor of Science in Business Administration.
Date: Tuesday, December 7, 2010
Time: 7:30am – 5:10pm
Location: New York, NY
*Event location will be disclosed to attendees upon completion of the registration process.
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