Speakers

Healthcare Conference Programing | 2:30pm - 6:30pm

Opening Keynote

Kerri Anne Scanlon
SVP, President
Glen Clove, Plainview & Syosset Hospitals, Northwell Health

Kerri Anne Scanlon. As SVP and Hospital President for Glen Cove, Plainview, and Syosset Hospitals, Kerri Scanlon, MSN, RN, FAAN, sets the strategic vision and operational infrastructure for the three institutions. As the driving force behind three thriving hospitals, Ms. Scanlon’s leadership has not only transformed these institutions, but has also set a new standard for excellence in patient care. Under her guidance, there has been significant growth and success due to her unique ability to foster collaboration, innovation, and engagement among her teams. Through her leadership, these hospitals have not only enhanced patient care but have also expanded their services, raising the standard of healthcare in our communities

Claudine Cohen
Managing Principal
Cohn Reznick

Claudine Cohen leads a dynamic team specializing in transaction advisory, valuation, restructuring, project finance, dispute resolution, performance improvement, merger integration, carve-outs, M&A insurance advisory, and sustainability advisory. With a keen eye for identifying opportunities and navigating challenges, Claudine ensures her clients achieve optimal outcomes, safeguarding and enhancing stakeholder value throughout their business lifecycle.

M&A Panel | Healthcare: State of the Market

Geoff Tresley
Principal
GTCR

Geoff Tresley joined GTCR as a Vice President in 2018, became a Director in 2020 and Principal in 2022. Prior to joining GTCR, he worked at CVC Capital, where he focused on healthcare and consumer/retail transactions. Geoff holds an MBA with honors from the Wharton School at the University of Pennsylvania and a B.A. Summa Cum Laude in Economics and Political Science from Northwestern University, where he graduated first in his class and was elected to Phi Beta Kappa. Geoff is a CFA charterholder.

Andrew Colbert
Senior Managing Director
Ziegler

Andrew Colbert joined Ziegler in 2006 as a founding member of Ziegler’s Healthcare Investment Banking practice. He specializes in advising healthcare services and healthcare information technology companies on a spectrum of strategic and financing alternatives including mergers and acquisitions, capital raising transactions and partnership development. Andrew is also involved in Ziegler’s principal investing efforts and serves on the Strategic Leadership Committee at Ziegler.

Craig Evans
Senior Vice President, Enterprise Practice Leader, Healthcare
BankUnited

Craig Evans is an industry veteran with more than 25 years of experience. Evans served most recently as senior healthcare banker at Citibank in New York City. His extensive knowledge of partnering with healthcare services platforms across the country supports BankUnited's expanding healthcare practice. Evans holds an MBA from the University of North Florida.

John Jones
Partner, Co-Leader Healthcare Private Equity, Chair Healthcare Regulatory and Compliance
Goodwin Proctor

John Jones focuses his practice on healthcare private equity and strategic M&A and complex federal and state healthcare regulatory matters. He represents financial sponsors and strategics on a wide range of corporate, M&A, regulatory, structure, governance and compliance matters. Clients with a stake in the healthcare industry rely on John to navigate their most important deals and complex issues. Recognized for his significant expertise and 20+ years of experience in the healthcare M&A industry, John was named Healthcare M&A lawyer of the year by America M&A Atlas Awards in 2019.

Carlson Rainer
Director, Business Development
Baker Tilly

Carlson Rainer is a director of business development with Baker Tilly’s private equity practice. He has spent the past 11 years of his professional career working with private equity sponsors and their portfolio companies, in both buy and sell side roles. In his role at Baker Tilly, Carlson specifically covers technology investors throughout the transaction life cycle with a dedicated concierge approach.

Closing Keynote

Jason B. Daly, Esq.
Senior Vice President, Chief Legal Officer & Corporate Secretary
Amneal Pharmaceuticals

Jason Daly leads Amneal’s global legal and corporate compliance strategies with a focus on delivering value as Amneal drives into more complex commercial categories. He brings substantial experience leading the legal and commercial strategies for global pharmaceutical & medical device companies, including Teva, where he most recently served as Senior Vice President, U.S. Market Access and previously as Vice President & Chief of Staff, North American Commercial as well as General Counsel – U.S. Generics & North American Commercial. In his seven-year tenure with Teva, Jason was responsible for driving the company’s multi-billion-dollar U.S. managed-care customer accounts, including go-to-market tactics for biosimilars and expanding formulary access for key branded products. He also served as a key executive, overseeing a team of commercial attorneys responsible for legal strategies related to patent settlements & authorized generics, pricing policies, REMS programs, the commercialization of the company’s brand and generic medicines, and government affairs. Prior to Teva, Jason served nearly a decade in various legal and commercial leadership roles with Straumann Group. He has worked for law firms HinckleyAllen LLP and WilmerHale LLP and was a law clerk to Judge Mary Lisi in the United States District Court in Providence, Rhode Island. Jason holds academic degrees from the University of Pennsylvania Law School as well as the University of Rhode Island. He holds professional certificates from The Wharton School of Business, The Kellogg School of Management and the Boston University School of Management. He is also a member of the Massachusetts and Rhode Island Bar Associations.

Joseph Kaldec
Partner
Troutman Pepper Locke

Joseph Kaldec helps clients navigate their acquisitions, investments, and other complex transactions. His efficient, practical, and business-focused approach enables his clients to focus on achieving their goals.

Value Creation Programing | 1:30pm - 4:45pm

Keynote

Bob Dunn
Managing Director
GF Data

Bob Dunn is managing director for GF Data, leading all aspects of the business for its new owner, the Association for Corporate Growth (ACG).

Prior to joining GF Data and ACG, he served as Chief Development Officer and General Manager of Portfolio Management Research for With Intelligence (FKA Pageant Media). Prior to that he ran Hedge Fund Intelligence and Institutional Investor Intelligence for Euromoney Institutional Investor. Prior to that he ran Dow Jones Private Markets for Dow Jones & Co. with oversight of product management.