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House Calls

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Quick Hits: A Ground-Breaking Transaction

4/5/2024
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:11:54

Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers

3/19/2024
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:10:16

Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services

3/11/2024
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:07:32

MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing

11/16/2023
Why did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these stories with Dave as they discuss why it’s MedTech’s turn. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:32:40

Kickstarting Innovation Part 2: Why Health Systems and PE Need Each Other

9/5/2023
Why now? Once a rarity, today, health systems and private equity are increasingly working together to transform health system operations through new strategic partnerships. Cain Brothers’ President Wyatt Ritchie joins Dave to discuss the forces bringing private equity and health systems together to power value creation and system transformation. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:34:28

Kickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for Good

8/1/2023
How should health systems fundamentally rethink their strategies, capital sources and partnerships? Cain Brothers’ President Wyatt Ritchie and Managing Director Dave Morlock join Dave to discuss insights and perspectives from the first-ever health system private equity (PE) collaboration conference hosted by Cain Brothers in Nashville in June. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:35:50

Promises and Perils of Healthcare Innovation: A Conversation with Dr. Zeke Emanuel

4/4/2023
As one of the chief architects of the Affordable Care Act – signed into law 13 years ago last week – and a healthcare thought leader today, Dr. Zeke Emanuel understands how healthcare policy gets forged, how crisis continues to create opportunity, and how innovation can break through industry inertia to transform business and care delivery models. Last October, House Calls’ podcast host, Dave Johnson, held a fireside chat with Dr. Emanuel at Cain Brothers 9th Annual Private Company Healthcare Conference at the Lotte New York Palace Hotel. We think you’ll enjoy this replay of Dr. Emanuel’s engaging reflections on healthcare’s recent past and his bold predictions for its future. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:42:37

The Bold Predictions Podcast: U.S. Healthcare in 2023 and Beyond

3/13/2023
Value-based care, consolidation, digital transformation, healthcare-at-home… Cain Brothers’ President Rob Fraiman joins Dave to talk about bold predictions for healthcare in 2023 – and how health systems are rethinking their business models and capital formation strategies to survive and thrive in an era of turbulence and opportunity. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:33:27

Reimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centric

2/9/2023
Volatile labor costs, increased margin pressures, an ever-growing competition for nurses… what’s a health system to do? Cain Brothers’ Managing Director Andy Goldberg joins Dave to talk about health systems’ need for more dynamic, comprehensive workforce strategies, and the innovative staffing companies helping them meet the challenges to come. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:21:27

Overlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged Populations

1/5/2023
Millions of Medicare and Medicaid beneficiaries lack access to dental care – a situation that not only affects their health and well-being but also increases America’s overall healthcare costs. Cain Brothers’ Director Jenny Watson joins Dave to talk about the role that private equity- and venture-backed dental providers and benefits administrators are playing in helping to expand access to quality dental care services for disadvantaged populations. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:19:53

Home Medical Equipment Providers and the Promise of Value-Based Care

11/30/2022
Stephen Griggs, the CEO of AdaptHealth, joins Cain Brothers’ Managing Director Andy Goldberg and Dave Johnson for a lively discussion about the important role that home medical equipment providers can play in supporting value-based care delivery in the home. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:29:48

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

10/6/2022
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.

Duration:00:29:44

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

8/25/2022
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.

Duration:00:24:52

Fixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave Johnson

6/9/2022
Oh, my aching back! Cain Brothers’ Director Ricky Ng joins Dave to discuss the new wave of digital companies working to meet U.S. healthcare’s enormous need for earlier, more effective musculoskeletal (MSK) care. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:24:07

Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk

4/14/2022
How are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join Dave to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:33:21

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

3/3/2022
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.

Duration:00:25:29

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

1/20/2022
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.

Duration:00:21:29

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

12/1/2021
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.

Duration:00:22:14

Moving Healthcare Home and Beyond: A Conversation with Paul Kusserow, Chairman and CEO of Amedisys

11/18/2021
As part of Cain Brothers’ 8th annual Healthcare Conference, Dave Johnson interviewed Amedisys CEO, Paul Kusserow, on his unusual approach to healthcare leadership and his company’s remarkable turnaround story in the dynamic home health sector. Cain Brothers is a division of KeyBanc Capital Markets.

Duration:00:46:59

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

10/5/2021
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.

Duration:00:19:41