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WHERE WILL THE 2024 EVENT BE HELD?
CAPITAL+STRATEGY 2024 WILL BE HELD ON APRIL 11 AT CONVENE, 600 14TH ST NW, 4TH
FLOOR, WASHINGTON, DC 20005.

WHICH TICKET SHOULD I BUY?
PROVIDER TICKETS ARE FOR OWNERS, OPERATORS, AND HEALTHCARE PROVIDERS AS WELL AS
EXECUTIVES FROM HEALTH SYSTEMS. VENDOR TICKETS ARE FOR PROFESSIONALS IN FINANCE,
TECHNOLOGY, STAFFING, LEGAL, SALES, AND MARKETING.

WHAT DOES MY TICKET INCLUDE?
A TICKET INCLUDES ACCESS TO ALL SESSIONS, BREAKFAST, LUNCH, REFRESHMENTS, COAT /
BAG CHECK, AND A NETWORKING RECEPTION.

WHAT IS THE REFUND POLICY?
FOR ALL TICKETS, NO REFUNDS ARE AVAILABLE AFTER 45-DAYS OUT FROM THE EVENT. NO
EXCEPTIONS.

ARE YOU OFFERING HOTEL ACCOMMODATIONS?
OUR HOTEL BLOCK AT THE JW MARRIOTT WASHINGTON DC IS CLOSED. PLEASE CONTACT THE
HOTEL DIRECTLY IF YOU ARE IN NEED OF ACCOMMODATIONS.

ARE THERE KOSHER MEALS OR OTHER DIETARY OPTIONS AT THE EVENT?
PLEASE INDICATE DIETARY NEEDS IN THE REGISTRATION PROCESS WHEN PURCHASING YOUR
TICKET. WE MAY NOT HAVE THE ABILITY TO PROVIDE SUCH OPTIONS AT OFF-SITE MEETINGS
SUCH AS THE NETWORKING RECEPTION.

MY COMPANY OR ORGANIZATION OWNS OR IS AN ACTIVE INVESTOR IN A PROVIDER. WHICH
TICKET TYPE CAN I PURCHASE? 
IF YOUR ORGANIZATION OWNS OR INVESTS IN A PROVIDER OR PROVIDERS IN THIS SPACE,
YOUR FIRM IS CLASSIFIED AS A PRIVATE EQUITY INVESTOR. IF YOU WISH TO GET THE
PROVIDER PRICING, YOU WOULD NEED TO USE THAT ORGANIZATION'S EMAIL SYSTEM/DOMAIN
TO REGISTER FOR THE TICKET TO QUALIFY AS A PROVIDER. NO EXCEPTIONS.

How do I contact the organizer?
Email us at events-healthcare@wtwhmedia.com.


EVENT DETAILS



CAPITAL+STRATEGY CONFERENCE
APRIL 11, 2024
9:00 AM - 3:30 PM. DOORS OPEN AT 8 AM
LOCATION: CONVENE, 600 14TH ST NW, 4TH FLOOR, WASHINGTON, D.C. 20005

Location



Networking Reception, Sponsored by Axxess
April 10, 2024
5 – 7 PM EST
Location: JW Marriott Washington DC, Pennsylvania Ave Terrace


Since 2017, Capital + Strategy has been the premier gathering of home health
executives for dealmaking and investment in the home health, homecare and
hospice market. The event has traditionally focused on the intersection of
capital, operations and strategy. This conference attracts home health
operators, franchisors, franchisees, capital providers,regulatory agencies,
health system executives,bankers, brokers, M&A professionals and more.

For 2024, Capital + Strategy is expanding to include specific tracks and content
for senior living and skilled nursing produced by HHCN’s sister publications
Senior Housing News (SHN) and Skilled Nursing News (SNN). This expansion will
bring not only owners, operators and developers in these spaces but the equity,
debt and mezzanine finance providers along with brokers that support the deal
marketplace.

Topics include:

 * Deal market outlook
 * C-suite insights on reimbursement and other industry trends
 * Areas for investment 
 * M&A trends
 * Private equity investment
 * Positioning payer relationships for growth
 * Investments in staffing strategies that work
   
 * and more...


APRIL 11, 2024 • WASHINGTON, D.C.



© HOME HEALTH CARE NEWS 2023



2024 Conference Agenda

Opening Remarks

Networking Reception

C-Suite Perspectives on the Home Health, Home Care & Hospice Dealmaking
Landscapes


Lunch

HHCN+ / SHN+ luncheon

9:00 – 9:10 AM

5:00 – 7:00 PM

9:50 – 10:20 AM

12:00  – 1:00 PM


TICKET PRICES
CARE PROVIDERS: $750
VENDORS: $1200
NON-PROFIT: $600

What The Buyer Wants: Perspectives From Home-Based Care’s Most Prolific
Acquirers

11:30 AM – 12:00 PM



Jeff Huber 
CEO
Home Instead


Private Equity and REIT Outlook on the Skilled Nursing Market: Evaluating
Investments in a Changing Market




1:00  –  1:30 PM

Private Equity Investment Outlook for Home Health & Home Care

1:30 – 2:00 PM



Scott Plumridge
Managing Partner
Halifax Group


The relationships between home health providers and payers can be fraught.
Despite this, some organizations have been able to navigate these relationships
successfully in a way that is mutually beneficial for both entities.

Build, Buy or Hold: Hospice Growth Strategies for 2024 and Beyond


With inflation and interest rates exerting severe pressure on margins in the
last few years, senior living CFOs have had to be creative and diligent while at
the same time positioning their teams for a new, more data-driven era. Hear from
top finance leaders about their pivots and progress, and how to keep the bottom
line healthy in a challenging period.



PACE, Adult Day & Beyond: The Other Community-Based Models You Should Be
Thinking About


Lynn Giacobbe
CEO
Kendal at Home



3:00 – 3:30 PM



Dr. Richard Feifer
Chief Medical Officer
InnovAge


Past Attendees

Here's a sample of last year's Capital+Strategy attendees:

Companies

Addus HomeCare
Amedisys
BAYADA Home Health
BrightStar Care
Care Advantage Inc
Help At Home
Intrepid USA
ModivCare
National Association for Home Care & Hospice
Outreach Health
Pathwell Health
Pinnacle Home Care
TridentCare
VillageMD
Walgreens

Titles

Administrator
Chief Executive Officer
Chief Clinical Officer
Chief Development Officer
Chief Operating Officer
Director of Home and Community Based Services
Founder
National Medical Director
Senior Vice President of Public Policy
Senior Vice President, Government Relations
Vice President, Mergers & Acquisitions
VP of Business Development
VP of Partnerships
VP, Sales
VP, Strategy

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Gold Sponsors

Silver Sponsors

Thank You To Our Sponsors
Buy TicketsLearn More on Executive Connect

Executive Connect

Get access to select conferences and events at no cost for your ticket. As part
of the Executive Connect program, qualified executives from providers or
operators may apply for this ticket type and participate in a set number of
meetings with pre-screened vendors at the event. If accepted, you will be
granted a complimentary event ticket and required to attend scheduled meetings
at the event and provide feedback on those meetings. *A refundable deposit is
required to register and is refunded if you attend the required meetings at the
event. No show or cancellations will forfeit deposit, no exceptions.

Learn More



Leaders from some of the largest and fastest-growing home health organizations
in the country come together to discuss 

Metrics, Margins and Market: Data Trends in Home Health & Hospice - Sponsored by
Homecare Homebase

11:00  – 11:30 AM

2:30 - 3:00 PM

Track A

Track B

Networking Break

2:00 – 2:30 PM

Why Attend Capital + Strategy?

Capital+Strategy returns to Washington, DC on March 30 for its 5th year. Each
year brings new challenges that leaders face and HHCN delivers new names and
faces shaping the current and future investment landscape. With a balance of
established industry firms and a mix of up-and-coming middle market and startup
providers, Capital+Strategy brings these different views together for an event
on investment, dealmaking and scaling up the businesses of home health,
non-medical home care and hospice in one location. This includes investment
discussions, trends in the deal making space, operational considerations, human
capital strategy, changing payment models, technology platforms, data and more.

Why return:

 1. Hear from top leaders on what they're thinking is coming ahead - HHCN gets
    the best speakers and delivers the top content
 2. Get insights from new names in home health and home care that only our
    editorial teams can deliver in a live experience
 3. Incredible event location designed to provide efficiency in taking meetings
    and delivering a full day of content
 4. Find new relationships and connect with current clients coming together in a
    central location
 5. Concentrated one-day to get great content and face-to-face meetings.
 6. Hear the 2023 M&A environment and investment outlook from leading capital
    sources from across the country



Attendee ListSee Who's Attending


Luke Rutledge
Homecare Homebase
Chief Commercial Officer


Networking Reception
Sponsored by Axxess

March 29, 2023
5 – 7 PM EST
The Hamilton, 600 14th St NW, Washington, D.C. 20005

Drinks and appetizers will be served

Location: JW Marriott Washington, DC - Pennsylvania Ave Terrace

Bronze Sponsors





2024 AGENDA

SPONSORS

FAQs

Session Sponsored by The Braff Group

9:15 – 9:45 AM



Mark Kulik 
Senior Managing Director
The Braff Group


April 10, 2023

Track A

Track A

Track B

Executive Perspectives on the SNF Operating and Dealmaking Landscape


Hear from top executives of skilled nursing providers about the operating
environment and prospects for expansion and dealmaking. Gain insights into how
operators are dealing with pressing challenges in staffing, adapting to new
clinical and payment models, and pursuing and managing growth.


Track C

 Hear from top executives of senior housing providers about their growth
strategies and the prospects for dealmaking, including anticipated trends in
pricing, availability of capital, and who’s buying and selling. And gain greater
insights into the top operational challenges and areas of opportunity and
innovation, as operator quality becomes an increasingly important differentiator
in the marketplace.



C-Suite Perspectives on Senior Housing Dealmaking and Operations




G. Scott Herman
Founder & CEO
New Day Healthcare


Networking Break

10:20 – 11:00 AM

Track A

Track B

With regulatory uncertainty a constant, shifting payment dynamics that include
Medicaid rebasing and managed care pressures, and persistent workforce
challenges, hear from REIT and PE leaders about how they are evaluating the SNF
market, where they see opportunities and what the best operators have in common.


Jonathan Slusher
Partner, Head of Sr. Housing & Healthcare 
Northwind Group

Paying More than Lip-Service: What’s Broken in Senior Living Owner-Operator
Alignment and How to Move Forward


Few topics have generated as much discussion in recent years as the need for
greater owner-operator alignment in senior living — but talk is cheap, and
achieving real change is hard. Hear from three solutions-focused leaders about
what alignment really means and how to achieve it.


Track A

Track B

Senior Housing Finance Outlook: Managing Margin and Devising Strategies for a
Dynamic Economy


Track A

Emerging Business Lines Shaping Home Health, Home Care Investment


Track B



Donna Silbert
Chief Strategy Officer
IParker Health Group




Mike McMaude
President, Home Health & Hospice Services
IBrightSpring Health Services




David Kerns
CEO
LTM Group



Over the last five years, the home care and home health industries have both
changed. Thus, dealmaking has changed as well. Buyer expectations are not the
same as they were in 2019. Every deal is different. But in this panel
conversation, some of the most prolific acquirers in home-based care explain
what they look for in M&A targets.


Not too long ago, hospice dominated health care dealmaking activity. That has
changed, with fewer assets on the market meaning limited inventory and increased
regulatory oversight scaring some buyers/investors away from the space. This
panel will examine hospice M&A with perspectives from providers actively looking
to scale.


Home-based care providers are faced with a decision on whether to diversify
their business portfolios or stick with the core services that work. This panel
will address the questions behind that decision, and allow leaders to discuss
the home-based care service lines that will matter most for providers in the
near- and long-term future.


As more care shifts away from brick-and-mortar settings – due to cost
considerations and patient preferences – traditional home care models will
become overwhelmed. To meet that demand, other home- and community-based models
are in order. This panel will discuss which of those models are most promising,
and why.


Top home-based care executives come together to discuss what their M&A
strategies look like during a time when CMS is cutting fee-for-service rates and
Medicare Advantage penetration is greater than ever.



Today, many providers view palliative care as a “loss leader” and “nice to have”
service line. But many companies have been able to establish sustainable
palliative care programs, with benefits being improved outcomes and lower health
care costs for payer partners. This panel will explore the investment and
partnership case for palliative moving forward.


The Investment/Partnership Case for Palliative Care




Allison Silvers
Chief of Healthcare Transformation
Center to Advance Palliative Care




Dr. Julia Frydman
Palliative Care Medical Director
Thyme Care




Stephen Phenneger
President & CFO
St. Croix Hospice




Sam Bechtold
Chief Investment Officer
Eduro Healthcare




Greg Puklicz, CMA
President
12 Oaks Senior Living


Track A

Track B

Track C



Jaron Clay
VP of Integrations 
Care Advantage




Vikas Gupta
SVP of Acquisitions & Development
Omega Healthcare Investors




Andrea Bohannon
President & CFO
Three Oaks Hospice




Andrew Agins
Co-Founder & Partner
Evolve Senior Living


Mike Trigilio
CEO
HouseWorks





Charles Hastings
CFO
Juniper Communities




Jonathan Schatz
President
Coastwood




Luke James
President
Vitalcaring Group








Accommodations
Please click here to access our hotel block at the JW Marriott Washington DC,
1331 Pennsylvania Avenue NW.



Cameron Cordts
Corporate Development Manager PurposeCare




Arlene Maxim
Senior Vice President of Clinical Services
Axxess





Tim Dunne
CEO
Claiborne Senior Living


Traci Taylor-Roberts
President
Sodalis Senior Living




Michael Beal
CEO
Care Initiatives




Paul Branin
VP of Business Development
Health Dimensions Group




Michael Bowden
VP of Investments
LTC Properties





Xan Smith 
CFO
Goodwin Living




Anna Williams
CFO
Senior Star




Moishe Gubin
CEO
Strawberry Fields REIT





Nick Seabrook
Managing Principal
Simitree




Track A

Track B

No Panel




There have been significant shifts in the data trends for home health and
hospice that have impacted the landscape of both markets. Using national claims
and cost report data, this panel will dive into the data and provide insight
into the root cause of the trends and provide predictions for the future.


Kenneth Hammond 
Chief Investment Officer
Kaltroco