

House Calls
Cain Brothers, a division of KeyBanc Capital Markets
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.
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.
Episodes
Mentioned books

Jul 28, 2020 • 28min
Podcast: The Future of Hospitals in Post-COVID America (Part 1) – The Market Response
The Co-Heads of Cain Brothers’ Health Systems M&A Group, Carsten Beith and James Moloney, discuss Black Swans, Gray Rhinos and the Future of Hospitals in Post-COVID America.

Jun 30, 2020 • 30min
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 12, 2020 • 41min
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 10, 2020 • 19min
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 8, 2020 • 25min
COVID-19: Terry Akin, CEO of Cone Health, talks with Carsten Beith, Cain Brothers
Join Terry Akin, CEO of Cone Health and Carsten Beith, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Cone Health is responding.

Jun 5, 2020 • 36min
COVID-19: Steve Rodgers, AccentCare, speaks with Matthew Margulies, Cain Brothers
Join Steve Rodgers, CEO of AccentCare, and Matthew Margulies, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how AccentCare is responding.

Jun 3, 2020 • 40min
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 PartnersDan Agroskin, Managing Director & Mgnt Committee Member, JLL PartnersTony Davis, President & Managing Partner, Linden Capital Partners

Jun 1, 2020 • 19min
COVID-19: James Hereford, Fairview Health Services, speaks with Dave Morlock, Cain Brothers
Join James Hereford, President & CEO of Fairview Health Services and Dave Morlock, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Fairview Health Services is responding.

May 29, 2020 • 21min
COVID-19: Paul Markovich, Blue Shield of CA speaks with Court Houseworth, Cain Brothers
Join Paul Markovich, President & CEO at Blue Shield of California and Court Houseworth, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Blue Shield of California is responding.

May 27, 2020 • 27min
COVID-19: Dr. Steve Udvarhelyi, BCBS of Louisiana speaks with Mike Elizondo, Cain Brothers
Join Dr. Steve Udvarhelyi, CEO & President of Blue Cross and Blue Shield of Louisiana and Mike Elizondo, Director at Cain Brothers in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Blue Cross and Blue Shield of Louisiana is responding.


