Argyle Executive Forum

Agenda:

7:30am – 8:15am

Breakfast

8:20am – 8:25am

Opening Remarks

8:25am – 8:55am

"Recognizing Investment Opportunities in Integrated Healthcare Management"

Jeffrey H. Margolis
Chairman & Chief Executive Officer
TriZetto Group

Session Description:

Integrated Healthcare Management (IHM) represents a new vision for the American healthcare system, which holds the promise to improve the cost and quality of care for consumers and to drive waste and excess costs out. IHM also is creating myriad new investment opportunities. TriZetto’s chairman, Jeff Margolis, will explain the IHM model and help the audience understand how to recognize and compare investment alternatives that are being created as IHM is adopted across the healthcare industry.

9:00am – 9:40am

Panel Discussion Presented by PricewaterhouseCoopers

"The Evolving Capital Markets"

Moderator:
Steven Elek
Partner
PricewaterhouseCoopers

Panelists:

David Katz
Principal
GTCR Golder Rauner, LLC

Mikael Ohman
Senior Vice President, Strategy and Business Development, Technology Solutions
McKesson Corporation

Jeff Rhodes
Vice President
TPG Capital

*This session is off the record

9:45am – 10:25am

Panel Discussion

“Hot New Health Regulatory Considerations for Health Care Providers, Payers and Manufacturers of Drugs, Devices and Biologics”

Moderator:

Lynn Shapiro Snyder
Senior Member of the Firm

Epstein Becker & Green, P.C.

Panelists:
Thomas Flynn
General Partner
Ferrer Freeman & Company LLC

Julia Kahr
Principal
The Blackstone Group

Michael Kluger

Managing Director

Altaris Capital Partners

10:25am – 10:50am

Coffee Break

10:50am – 11:30am

Panel Discussion

“A Discussion on the Healthcare Lending and Investment Environment”

Moderator:

Jim Fuller

Vice President, Co-Head of Working Capital Finance Department

Siemens Financial Services

Panelists:

Pamela R. Levy

Managing Director

Banc of America Securities LLC

Brian Morris

Managing Director

CapitalSource Inc.

Michael Young

Managing Director, Capital Markets

CIT Group

11:30am – 11:45am

Thought Leadership Spotlight Presented by Sun Microsystems

“Open Source in Healthcare for HIE and Storage”

Joerg Schwarz
Director of Healthcare, Government & Life Sciences
Sun Microsystems

11:50am – 12:30pm

Panel Discussion Presented by Ropes & Gray LLP

“Navigating and Assessing Due Diligence Issues in Complex Life Sciences, M&A and Licensing Transactions”

Moderator:
Steven Wilcox
Partner
Ropes & Gray LLP

Panelists:

Devin O'Reilly

Vice President

Bain Capital, LLC

David Quigley

Principal

McKinsey & Co.

David Reid

Senior Vice President & Managing Partner, Legal Division

Pfizer

Will Shields

Partner

Ropes & Gray LLP

12:30pm – 1:20pm

Lunch

1:20pm – 1:50pm

Mitchell Blutt
CEO
Consonance Capital

Interviewed by:

Scott Hensley

Editor, The Wall Street Journal Health Blog

Wall Street Journal

1:55pm – 2:35pm

Panel Discussion

“Deal Making in the Healthcare Sector”

Session Description:

This executive roundtable will discuss current M&A and deal making trends in healthcare such as deal flow and valuations, as well as ETFs in the sector, BDCs and funding research, among other topics.

Moderator:
Michael Blass
Partner in Charge, NY
Arent Fox

Panelists:

Harold Blue

Managing Partner

HealthEdge Investment Partners

Benjamin Edmands
Managing Director
CCMP Capital Advisors, LLC

Harris Hyman IV
Principal
Flexpoint Ford LLC

Christopher Kersey

Managing Member and Partner

Camden Partners

2:40pm – 3:20pm

Panel Discussion

"Winning in a Down Market: New Strategies, New Deal Structures, New Opportunities and Challenges"

Session Description:

This panel will address the new realities facing health care investors and operating companies in today's economic environment. Specifically, the panel will discuss issues including the availability and use of leverage; changing deal covenants and other terms and conditions; restructuring of existing company capital structures; new acquisition strategies and attractive market segments; and the impact of the 2008 Election.

Moderator:

Richard J. Zall Esq.
Partner and Chairman, Health Industry Practice
Proskauer Rose LLP

Panelists:

Tracy Bahl
Special Advisor
General Atlantic

M. Robert DiGia

Managing Director Global Healthcare Investment Banking

UBS Securities LLC

Jonathan Korngold
Managing Director and Head of Healthcare
General Atlantic

*This session is off the record

3:25pm – 3:55pm

"Private Equity's Role in the Economy"

Craig D. Frances, M.D.
Managing Director
Summit Partners