
House Calls
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.
Latest episodes

Aug 15, 2024 • 13min
Quick Hits: Medicare Redo or Delay?
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.

Jun 6, 2024 • 11min
Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.

May 13, 2024 • 12min
Quick Hits: Leveraging AI to Drive Better Conversations with Patients
In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyBanc Capital Markets.

May 9, 2024 • 13min
Quick Hits: The Intersection of Ambulatory Care, Health Systems, and Private Equity
In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.

Apr 5, 2024 • 12min
Quick Hits: A Ground-Breaking Transaction
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.

Mar 19, 2024 • 10min
Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers
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.

Mar 11, 2024 • 8min
Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services
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.

Nov 16, 2023 • 33min
MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing
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.

Sep 5, 2023 • 34min
Kickstarting Innovation Part 2: Why Health Systems and PE Need Each Other
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.

Aug 1, 2023 • 36min
Kickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for Good
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.
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