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House Calls

Cain Brothers, a division of KeyBanc Capital Marketshouse-calls.transistor.fm
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change. The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC. KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
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Episodes

Home is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create Value

The market for home-based care delivery is growing rapidly, but what do providers and payers need to succeed in delivering high-quality care that serves patients/beneficiaries in the home? Cain Brothers’ Managing Director Matt Margulies joins Dave to talk about the challenging referral and payment dynamics impeding better care, and new models for bringing payers and providers into alignment. Cain Brothers is a division of KeyBanc Capital Markets.

Oct 06, 202230 minEp. 37

Learning to Thrive: Integrating Mental Health Services within K-12 Education

How can we better meet the mental, emotional and behavioral health needs of America’s children and teenagers? Cain Brothers’ Director Erika Haanpaa joins Dave to discuss the surge in mental health conditions in young people and the innovative mental health provider organizations offering high-quality services through schools. Cain Brothers is a division of KeyBanc Capital Markets.

Aug 25, 202225 minEp. 36

Looking Back, Looking Forward: A Golden Age of Healthcare Innovation?

Cain Brothers’ President Rob Fraiman and Dave look back on 2021, another remarkable year in U.S. healthcare investment and M&A activity, and debate the trends and market dynamics driving industry investment and innovation in 2022 and beyond. Cain Brothers is a division of KeyBanc Capital Markets.

Mar 03, 202225 minEp. 33

The Many Roads to Value Part IV: Building The Last Mile to the Patient

On our last talk on the road to value, Cain Brothers’ Managing Director Bryan Cloncs and Dave cross the digital bridge to patient communication and connection, and gaze toward the future of true patient engagement and tech-enabled consumer-focused healthcare. Cain Brothers is a division of KeyBanc Capital Markets.

Jan 20, 202221 minEp. 32

All Roads Lead to Value Part III: Making Inroads in Rural America

Taking the scenic route on the road to value, Cain Brothers’ director Colby Kittrell joins Dave to talk about promising public and privately-funded initiatives bringing value-based care to underserved communities in rural America. Cain Brothers is a division of KeyBanc Capital Markets.

Dec 01, 202122 minEp. 31

All Roads Lead to Value Part II: Positioning Physicians to Manage Care Risk

The road to value continues. In our second installment, Cain Brothers’ Director Mike Elizondo joins Dave to talk about risk-services organizations, a new breed of MSO enabling physician groups to participate in risk-based contracts while remaining independent. Cain Brothers is a division of KeyBanc Capital Markets.

Oct 05, 202120 minEp. 29

The Many Roads to Value Part I: What is a Health System Supposed to Be?

In 2020, vertically-integrated tax-exempt health systems outperformed traditional health systems financially, and offered more evidence of the advantages of value-based payment models in an increasingly consumer-driven marketplace. Cain Brothers’ Director David Levine talks with Dave Johnson about five models innovative health systems are pursuing on the road to value. Cain Brothers is a division of KeyBanc Capital Markets.

Aug 17, 202127 minEp. 28

Medicaid, Motherhood and America’s Future: Giving Birth to Better Maternity Outcomes

Medicaid funds almost half of all births in the U.S, yet the overall maternal mortality rate is dismal. Cain Brothers' Christian Pesci and Women's Health USA's Andrea Balogh join Dave Johnson to discuss innovative models and value-based reforms that are improving care quality, safety, experience and cost for millions of new mothers and their babies. Cain Brothers is a division of KeyBanc Capital Markets.

Jul 13, 202130 minEp. 27

Stigma vs. Science: Overcoming Opioid Addiction with Evidence-based Treatments and Services

Though the COVID pandemic dominated headlines, substance abuse and opioid-related deaths spiked dramatically in 2020. Cain Brothers’ Director Erika Haanpaa talks with Dave Johnson about the distinct challenges of opioid addiction and new treatments and services creating hope for a better future. Cain Brothers is a division of KeyBanc Capital Markets.

May 05, 202115 minEp. 26

Health Systems Embrace Platforming and Innovative Financing Strategies

To compete in dynamic, consumer-centric markets, not-for-profit health systems must build broad, asset-light service platforms, despite the limits of traditional financing. Cain Brothers’ Co-Head of Health Systems M&A, Dave Morlock talks with Dave Johnson about innovative capital formation tools that support strategic growth and investment flexibility. Cain Brothers is a division of KeyBanc Capital Markets.

Mar 25, 202127 minEp. 25

The Many Flavors of Healthcare’s Not-For-Profit/For-Profit Partnerships

Investors and sponsors increasingly look for M&A and JV opportunities with not-for-profit health systems and plans, even as NFP organizations seek outside funding for their strategic and financial goals. Cain Brothers’ M&A practice Director, Stacy Guffanti talks with Dave Johnson about the rise of healthcare’s not-for-profit/for-profit partnerships. Cain Brothers is a division of KeyBanc Capital Markets.

Feb 19, 202119 minEp. 24

The Future of Clinical Trials: Decentralized, Diversified, Efficient and Fast

The race to develop a COVID-19 vaccine has put the clinical trial process under the microscope. Cain Brothers Managing Director, John Kerins, talks with Dave Johnson about innovations in clinical trials that reduce the barriers to participation, improve the diversity of patient populations, and accelerate the development of safe and effective vaccines. Cain Brothers is a division of KeyBanc Capital Markets.

Oct 28, 202024 minEp. 22

Home Health Is Where the Growth Is: The Post-COVID Rise of Platform Solutions

The Home Health Care sector is poised for major growth and consolidation in the Post-COVID era. Matt Margulies, Managing Director at Cain Brothers, a Division of KeyBanc Capital Markets, talks with Dave Johnson about the forces changing this sector. Technology, consumer demand, payment reform, and new platform business models are increasing care quality, coordination and access.

Jun 30, 202030 minEp. 19

COVID-19: Healthcare Private Equity Executives on Life with COVID

Join Wyatt Ritchie, Managing Director at Cain Brothers, as he interviews the following healthcare private equity executives to discuss life with COVID-19 and investment strategies moving forward: Benjamin Edmands, Managing Partner & Co-Founder, Consonance Capital Partners Marty Felsenthal, Partner, Health Velocity Capital Gregory Moerschal, Managing Partner, Beecken Petty O’Keefe & Company

Jun 12, 202041 minEp. 18

COVID-19: CareMont Medical CEO & CFO talk with Rob Fraiman, Cain Brothers

Join Rob Fraiman, President of Cain Brothers, as he interviews Scott Hayworth, M.D., CEO of CareMount Medical, and Kevin Conroy, CFO and Chief Population Health Officer of CareMount in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how CareMount Medical is responding.

Jun 10, 202019 minEp. 17

COVID-19: Healthcare PE Executives on Impact & Influence on Investing

John Soden, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets, discusses the challenges of and investment strategies in the COVID-19 crisis with healthcare private equity executives. Ben Magnano, Managing Partner, Frazier Healthcare Partners Dan Agroskin, Managing Director & Mgnt Committee Member, JLL Partners Tony Davis, President & Managing Partner, Linden Capital Partners

Jun 03, 202040 minEp. 14

Public Health & Healthcare in Post-COVID America. Court Houseworth, Cain Brothers

Innovative Solutions for a Healthier, More Prosperous Society Court Houseworth, Managing Director at Cain Brothers, and Kyle Stern, Managing Partner at Healthscape Advisors, join Dave Johnson to discuss the long-term impact of social determinants on individual and community health, and innovative companies addressing those public health disparities. With COVID-19 continuing to hit the most vulnerable disproportionately, this topic is both timely and urgent.

May 21, 202034 minEp. 10

A Fireside Chat w/Beth Mooney, Chairman/CEO of KeyCorp, and Tom Mihaljevic, MD, President & CEO of Cleveland Clinic

Beth Mooney, Chairman and CEO of KeyCorp, and Tom Mihaljevich, President and CEO, Cleveland Clinic, joined Cain Brothers’ President Rob Fraiman for a fascinating discussion at Cain Brothers’ Annual Healthcare Conference on October 24, 2019. The three CEOs debated value-based care, the challenges of scaling delivery, and the employers’ responsibility in securing better quality, lower-cost healthcare for employees.

Mar 13, 202052 minEp. 6
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