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
Feb 18, 2020 • 35min
Podcast: 2020 Observations and Insights, Healthcare’s Recent Trends and Future Direction
Cain Brothers’ President, Rob Fraiman, looks back at Healthcare in 2019 and makes some bold predictions for 2020. He also shares the origin of the annual Cain Brothers’ College Championship Game Party at the JP Morgan Healthcare Conference in San Francisco.
The post Podcast: 2020 Observations and Insights, Healthcare’s Recent Trends and Future Direction appeared first on 4sight Health.
Feb 13, 2020 • 44min
Podcast: Widen the Funnel and Close the Gaps: The Summit-CityMD Combo Sees “Big Apple” Opportunity through Integrated Care Delivery
Cain Brothers’ Managing Director, Carsten Beith; Warburg Pincus Managing Director, TJ Carella; and Summit Medical Group CEO, Dr. Jeffrey Le Benger joined Dave Johnson at Cain Brothers’ Annual Healthcare Conference on October 23, 2019, to discuss the recent merger between CityMD and Summit Medical Group. The combination of the leading urgent care clinic in New York City with one of the most successful multi-practice physician groups in the nation promises to be a transformative deal for healthcare delivery. Carsten and Dave also co-authored a detailed article on the topic. Read the Market Corner Commentary here.
Jan 27, 2020 • 44min
Podcast: Widen the Funnel and Close the Gaps: The Summit-CityMD Combo Sees “Big Apple” Opportunity through Integrated Care Delivery
Cain Brothers’ Managing Director, Carsten Beith; Warburg Pincus Managing Director, TJ Carella; and Summit Medical Group CEO, Dr. Jeffrey Le Benger joined Dave Johnson at Cain Brothers’ Annual Healthcare Conference on October 23, 2019, to discuss the recent merger between CityMD and Summit Medical Group. The combination of the leading urgent care clinic in New York City with one of the most successful multi-practice physician groups in the nation promises to be a transformative deal for healthcare delivery.
Dec 12, 2019 • 33min
Podcast: Commercializing Breakthrough Drugs in a Value-Based Market
What does it take to bring a breakthrough drug to a value-based market? John Kerins, Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson discuss the intensified need for data, collaboration and communication to bring exceptionally costly but desperately needed therapies to market. They hone in on the growing role of medical affairs and contract commercialization services organizations in meeting the needs of all stakeholders for value.John and Dave also co-authored a detailed article on the topic. Read it here.
Nov 25, 2019 • 31min
Podcast: Mission-Critical Repurposing: Converting Aging Senior Living Properties to Affordable Housing
Bill Pomeranz, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson dive into the plight of senior living facilities around the country that haven fallen into reduced use, disrepair and abandonment. They look at a conversion process that can benefit sponsors struggling with declining properties by meeting the growing need for moderate-income affordable housing with affiliated healthcare services.Read the full article here.
Oct 18, 2019 • 31min
Podcast: Win-Win Partnerships: Strategics and Sponsors Increasingly Team Up
John Soden, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson talk about a new breed of innovative partnerships between strategic buyers and private equity sponsors who join forces to execute complex win-win transactions. They discuss the structures of a variety of pioneering deals that have proven effective at achieving beneficial consolidation.Read the full article here.
Oct 15, 2019 • 27min
Podcast: Getting Urgent about Urgent Care: Health Systems Go Big on Retail
Wyatt Ritchie, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson discuss the rise of urgent care clinics that are meeting market demand for convenient, high quality “retail care.” They look at how strong partnerships between health systems and entrepreneurial urgent care operators foster success for the urgent care model where barriers to entry remain low, but barriers to success remain high.Read the full article here.
