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SpringNICInvestmentForum
2016
March 9-11, 2016 | Omni Dallas Hotel | Dallas, Texas
National Investment Centerfor Seniors Housing & Care
FINAL PROGRAM
SHOCK TO THE SYSTEM: Survive and Thrive in a Rapidly Changing Seniors Health Care Model
Schedule at-a-Glance .....................................................................2
Educational Program ......................................................................4
Sessions at-a-Glance ......................................................................4
Important Places to Know ..............................................................6
Attendee Resources and Services ..................................................9
General Information from A to Z ..................................................14
Daily Program Schedule…Wednesday .........................................16
Daily Program Schedule…Thursday .............................................22
Daily Program Schedule…Friday ..................................................36
2016 NIC Spring Investment Forum Planning Committee .....................................................................46
TABLE OF CONTENTS
#NICForum16 | 1
WELCOME
It’s an honor to welcome you to the 2016 NIC Spring Investment Forum. As our industry continues to progress at a particularly rapid pace, it is now more crucial than ever to create business and growth strategies that set up your organization for success today and in the future. We are excited to connect with many of you over the next three days, as we network and explore strategic capital and business options.
If you’re seeking capital, be sure to attend Capital Connections on Wednesday. Launched in 2015, Capital Connections has been revised with a more informal, conversational format to help facilitate meaningful discussions between capital seekers and select capital providers on various financing options available to address specific capital requirements.
In addition to networking, the Forum’s education sessions will address a wide range of issues—from the market’s challenge to absorb the growing number of new units coming online to the impact of the rapidly evolving health care payment and delivery model for seniors. This year’s highlights include:
• Dan Mendelson’s keynote on how the changing health care reimbursement and delivery model and access to data are driving changes in all aspects of seniors housing and care
• Richard Fisher’s discussion of what’s happening in the economy and what changes could mean for the availability and cost of capital
• Volunteer leaders of the industry’s major trade groups—Argentum, AHCA, ASHA, and LeadingAge—speaking to what they are doing within their own companies and their associations to prepare for the changes being driven both by a new and more demanding consumer and by the new health care delivery model for seniors
We encourage you to take advantage of the Forum’s offerings to help you provide outstanding seniors housing and care now and in the future. Thanks for joining us. Have a great Forum!
Doug Korey Senior Vice President, Business Development, LTC Properties, Inc.
Thomas Stanley Founder & Principal, Cascade Living Group
Kenneth Segarnick Chief Corporate Officer, Brandywine Senior Living
James C. Thompson Senior Director, Synovus Bank
2016 NIC Spring Investment Forum Planning Committee Chairpersons
2 | NICevent.org
WEDNESDAY, MARCH 9, 2016
9:00 AM – 7:30 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
10:00 AM – 6:00 PM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
1:00 PM – 3:00 PM Capital Connections
3:00 PM – 3:30 PM Networking Break
3:30 PM – 5:00 PM Concurrent Sessions
5:00 PM – 6:00 PM First-Time Attendee Mixer (Invitation only)
6:00 PM – 7:30 PM Welcome Reception
7:00 PM – 10:00 PM Evening Car Service
THURSDAY, MARCH 10, 2016
7:00 AM – 7:00 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
7:00 AM – 9:00 AM Continental Breakfast
7:00 AM – 5:00 PM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
8:00 AM – 9:30 AM Opening General Session with Dan Mendelson
9:30 AM – 10:00 AM Networking Break
10:00 AM – 11:15 AM Concurrent Sessions
11:30 AM – 12:30 PM Concurrent Sessions
12:30 PM – 1:45 PM Conference Luncheon with Richard W. Fisher
2:00 PM – 3:15 PM Concurrent Sessions
3:15 PM – 3:45 PM Networking Break
3:45 PM – 5:00 PM Concurrent Sessions
5:15 PM – 6:45 PM Networking Reception
6:15 PM – 9:15 PM Evening Car Service
SCHEDULE AT-A-GLANCE
#NICForum16 | 3
FRIDAY, MARCH 11, 2016
7:00 AM – 12:00 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
7:00 AM – 11:00 AM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
7:00 AM – 9:00 AM Continental Breakfast
8:45 AM – 10:00 AM Concurrent Sessions
10:00 AM – 10:30 AM Networking Break
10:30 AM – 11:45 AM Closing General Session
SCHEDULE AT-A-GLANCE
Wireless Internet Access
During the conference, enjoy complimentary wireless internet throughout the NIC conference space.
Network: NICFORUM16 Password: VENTASREIT
4 | NICevent.org
SESSIONS AT-A-GLANCE
WEDNESDAY, MARCH 9, 20161:00 PM – 3:00 PM Capital Connections
3:30 PM – 5:00 PM Concurrent Sessions • An Update on Seniors Housing
Development & Construction • Participating in a Care Coordination
Model • Show Me the Data: Technology in
an Outcomes-Based Industry
THURSDAY, MARCH 10, 20168:00 AM – 9:30 AM Opening General Session
with Dan Mendelson • Shock to the System: Surviving
& Thriving in a Rapidly Changing Seniors Health Care Model
10:00 AM – 11:15 AM Concurrent Sessions • Improving Quality with Technology:
Not Someday but Now • Provider Perspectives on the
Changing Seniors Health Care Landscape
11:30 AM – 12:30 PM Concurrent Sessions • Stepping Up to the Plate:
Opportunities and Challenges for Assisted Living in the New Integrated Health Care Delivery Model
• What Skilled Nursing Investors Need to Know about the Five-Star Quality Rating System
• Startups Powering the Shift from Reactive to Proactive Care
Educational Program This year’s program offers insightful, relevant, and engaging content that is designed for providers in the private pay seniors housing and post-acute/long term care sectors. Twenty educational sessions feature industry experts who will address key issues and provide you the opportunity to gain and share emerging knowledge on the sector.
#NICForum16 | 5
SESSIONS AT-A-GLANCE
Continuing Education Units (CEUs)
NIC has applied for CEU credit hours with the National Association of Long Term Care Administrator Boards (NAB). Please refer to the Conference Online Community for approved credit hours.
12:30 PM – 1:45 PM Conference Luncheon with Richard W. Fisher
• Market Momentum: Economic Trends and Their Significance
2:00 PM – 3:15 PM Concurrent Sessions • Coordinating and Collaborating
Care: Why Seniors Housing & Skilled Nursing Operators Need to Partner
• The Growing Role of Ancillary Service Providers
• Trends in the Economy and What They Mean
3:45 PM – 5:00 PM Concurrent Sessions • Synergistic Partnering: Creating
Strategic, Mutually Beneficial Partnerships
• The Medicaid Managed Care Challenge
• Valuations in Today’s Seniors Housing & Care Market
FRIDAY, MARCH 11, 20168:45 AM – 10:00 AM Concurrent Sessions • How Capital Providers View the
Emerging Care Continuum • The “New Normal” of MCOs in
Long Term Care • The Right Capital Sources for
Optimal Growth & Success
10:30 AM – 11:45 AM Closing General Session • Timing the Wave—Adapting
to the New Consumer and the New Seniors Health Care Model: Perspectives from Industry Leaders
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IMPORTANT PLACES TO KNOW
REGISTRATIONHours: Wednesday, March 9 9:00 AM – 7:30 PM
Thursday, March 10 7:00 AM – 7:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Level Three—Dallas Ballroom Registration
Name Badge & Lanyard Colors
l Operator
l Developer
l Lender/Debt Provider, Investor/Equity Provider, Financial Intermediary
l Industry Services/Transactional, Non-Transactional, Other
Conference attendees are required to wear their name badges throughout the conference. Name badges provide admission to receptions, networking lounges, and sessions. Badges are non-transferrable.
CONFERENCE CONCIERGENeed assistance? Our conference concierges are here and delighted to assist you with any needs you might have— from mobile device chargers to photocopies, and much more.
Hours: Wednesday, March 9 9:00 AM – 7:30 PM
Thursday, March 10 7:00 AM – 7:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Level Three—Dallas Ballroom Foyer
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IMPORTANT PLACES TO KNOW
TECH BARComputers are available for you to check email, print session handouts, and more. Tech Bar concierges are on hand and available to assist you with your mobile device and Conference Online Community needs.
Hours: Wednesday, March 9 9:00 AM – 7:30 PM
Thursday, March 10 7:00 AM – 7:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Level Three—Dallas Ballroom Foyer
MOBILE CHARGING STATIONSGet charged and stay connected throughout the conference! Charging kiosks are available on Level Three and offer compatible plugs for a variety of mobile devices, including iPhone, iPad, and microUSB.
MEETING POINTSMeeting Points make meeting up easier! Save time locating colleagues by using this resource to identify meeting locations throughout the NIC conference space.
Meeting Point 1 – Lobby Level—Elevator
Meeting Point 2 – Lobby Level—Outside Owners Box
Meeting Point 3 – Level Three—UPS Business Center
Meeting Point 4 – Level Three—Escalator
Meeting Point 5 – Level Three—Registration
Meeting Point 6 – Level Three—Dallas Ballroom Foyer
Meeting Point 7 – Level Three—Trinity Ballroom Foyer
Meeting Point 8 – Level Three—Trinity Networking Lounge
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About NIC MAP®
NIC MAP® Data Service is the seniors housing and care sector’s most powerful and comprehensive research and analysis tool. With 10+ years of market performance data within the primary markets, NIC MAP® tracks and reports on more than 13,000 properties across 99 U.S. metropolitan markets, with expansion to 140 markets this summer.
IMPORTANT PLACES TO KNOW
NIC MAP® DATA SERVICE HUBVisit the NIC MAP® Data Service Hub to explore the new data products and initiatives NIC is launching in 2016 and beyond.
2016 NIC data product launches include:
• release of Skilled Nursing Data Report – a timely snapshot of national skilled nursing benchmarking data
• release of MAP 2.0 interface – enhancement of the NIC MAP® Client Portal
• expansion of market coverage from 99 to 140 U.S. metropolitan markets
• release of Actual Rents – expanding the rental seniors housing data to include actual rents and leasing activity
Current data initiatives seeking data contributions:
• Seniors Housing Actual Rents
• Skilled Nursing Data Initiative
• Seniors Housing and Care Debt Metrics Initiative
Visit the NIC MAP® Data Service Hub to learn more!
Hours: Wednesday, March 9 9:00 AM – 7:30 PM
Thursday, March 10 7:00 AM – 7:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Level Three—Dallas Ballroom Foyer
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ATTENDEE RESOURCES AND SERVICES
NETWORKING LOUNGESTwo networking lounges are available for use throughout the conference and provide comfortable places for attendees to conduct meetings. A NIC badge must be worn for access to these spaces.
n Lobby Networking Lounge
The Lobby Networking Lounge is the ideal place to see and be seen and is exclusively available to NIC conference attendees during the following hours.
Hours: Wednesday, March 9 12:00 PM – 5:00 PM
Thursday, March 10 7:00 AM – 5:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Lobby Level—Lobby Lounge
n Trinity Networking Lounge
If you prefer a little more privacy or space to spread out, the Trinity Networking Lounge is the place to meet. This lounge has ample tables and space for business meetings. You can also recharge your mobile devices or get a specialty coffee drink.
Hours: Wednesday, March 9 9:00 AM – 7:30 PM
Thursday, March 10 7:00 AM – 7:00 PM
Friday, March 11 7:00 AM – 12:00 PM
Location: Level Three—Trinity Ballroom
10 | NICevent.org
ATTENDEE RESOURCES AND SERVICES
CONFERENCE ONLINE COMMUNITYThe Conference Online Community is where the most up-to-date conference information can be found, including:
• Conference schedule
• Up-to-date attendee listing
• Speaker bios and presentations
• Onsite updates
It’s mobile device-friendly, so don’t forget to download the app—scan the QR code now and begin navigating the conference in a whole new way.
EVENT GUIDE TO CAPITAL PROVIDER ATTENDEESThe Event Guide to Capital Provider Attendees is an additional resource to help connect operators seeking financing with debt and equity providers in the sector. The Guide includes company profiles, company contact information, on-site contact information, and the types of capital provided for lenders, investors, and financial intermediaries who registered and submitted their information by January 22.
Scan to join or access the Conference Online Community from your mobile device
#NICForum16 | 11
NETWORKING RECEPTIONSn First-Time Attendee Mixer (Invitation only)
Network with fellow attendees, meet NIC leadership, and hear suggestions on how to make the most of your conference experience.
Hours: Wednesday, March 9 5:00 PM – 6:00 PM
Location: Level Three—Dallas Ballroom C
n Welcome Reception
Hours: Wednesday, March 9 6:00 PM – 7:30 PM
Location: Level Three—Dallas Ballroom D
n Networking Reception
Hours: Thursday, March 10 5:15 PM – 6:45 PM
Location: Level Three—Dallas Ballroom D
ATTENDEE LISTINGThe Attendee Listing in your conference credentials includes attendees registered by January 22. To view the most up-to-date attendee information available, please visit the Conference Online Community.
WIRELESS INTERNET ACCESSDuring the conference, enjoy complimentary wireless internet throughout the NIC conference space.
Network: NICFORUM16 Password: VENTASREIT
ATTENDEE RESOURCES AND SERVICES
12 | NICevent.org
SPECIALTY COFFEE BARGrab a complimentary cup of coffee in between business meetings and/or sessions.
Hours: Wednesday, March 9 10:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 5:00 PM
Friday, March 11 7:00 AM – 11:00 AM
Location: Level Three—Trinity Ballroom (Networking Lounge)
HEADSHOT LOUNGENeed to update your 10-year-old photo? Put your best face forward and stop by the Headshot Lounge to have your complimentary executive portrait taken.
Hours: Wednesday, March 9 10:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 5:00 PM
Friday, March 11 7:00 AM – 11:00 AM
Location: Level Three—Trinity Ballroom Foyer (outside Networking Lounge)
SHOE SHINEPolish your look with a complimentary shoe shine.
Hours: Wednesday, March 9 10:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 5:00 PM
Friday, March 11 7:00 AM – 11:00 AM
Location: Level Three—Trinity Ballroom Foyer (outside Networking Lounge)
ATTENDEE RESOURCES AND SERVICES
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ATTENDEE RESOURCES AND SERVICES
RELAXATION STATIONTake a break from your busy schedule and visit the Relaxation Station to enjoy an upper-body massage between business meetings and/or sessions.
Hours: Wednesday, March 9 10:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 5:00 PM
Friday, March 11 7:00 AM – 11:00 AM
Location: Level Three—Trinity Ballroom Foyer (outside Networking Lounge)
EVENING CAR SERVICEComplimentary car service is available from the Omni Dallas to transport you to your night out in downtown Dallas.
Hours: Wednesday, March 9 7:00 PM – 10:00 PM
Thursday, March 10 6:15 PM – 9:15 PM
Location: Lobby Level—Owners Box Entrance
Get Charged and Stay Connected
Get charged and stay connected throughout the conference! Charging kiosks are available on Level Three and offer compatible plugs for a variety of mobile devices, including iPhone, iPad, and microUSB.
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GENERAL INFORMATION
AUDIO RECORDINGS SYNCHRONIZED WITH POWERPOINT PRESENTATIONSAttendees will have complimentary access to the audio recordings synchronized with the PowerPoint presentations from most of the sessions shortly after the conference. For more information, visit the Conference Online Community.
BUSINESS CENTERThe UPS-managed business center is equipped to provide you with all of the services you need to help make your business trip a success.
Hours: Wednesday, March 9 7:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 6:00 PM
Friday, March 11 7:00 AM – 6:00 PM
Location: Level Two—UPS Store
EMERGENCIES/MEDICAL NEEDSThe safety and security of attendees and staff is top priority for NIC and the Omni Dallas. For fire and medical emergencies, dial extension 4581 or 0 (Emergency Hotline) from any house phone located in the hotel or (214) 744-6664 to reach Omni Dallas Safety Services. Please be prepared to provide the nature and exact location of the emergency. We respectfully request that you do NOT call 911 directly.
Area Pharmacies CVS Pharmacy 901 Main Street, Unit C 1180 Distance away: 4 miles from hotel
Walgreens 3418 McKinney Avenue Distance away: 5 miles from hotel
Area Medical Centers Baylor University Medical Center 2900 Junius Street Distance away: 2 miles from hotel
Parkland Hospital 5201 Harry Hines Boulevard Distance away: 5 miles from hotel
FROM A TO Z
#NICForum16 | 15
KOSHER ACCOMMODATIONS
n Minyan
A room is available for use to observe Minyan during the following times:
Hours: Wednesday, March 9 5:00 PM – 8:00 PM
Thursday, March 10 6:00 AM – 8:00 AM 5:00 PM – 8:00 PM
Friday, March 11 6:00 AM – 8:00 AM
Location: Level Two—Arts District 3
n Kosher Meals
Glatt kosher options are available for attendees who requested kosher meals in advance. Scheduled continental breakfasts and networking break refreshments will be offered in the Minyan room on Wednesday, Thursday, and Friday. Plated lunch will be offered at the Conference Luncheon on Thursday, and kosher fare options will be offered at the receptions on Wednesday and Thursday.
LOST AND FOUNDAny lost items may be available to claim at Registration. NIC will secure items until the end of each day and then turn them over to the hotel’s security.
PHOTOS AND VIDEOSNIC reserves the right to use photographs/video taken of attendees at the conference for its purposes. Attendees waive any right to inspect or approve finished photographs/video or copy used for promotional purposes.
SPEAKER PRESENTATIONSAttendees can view and print concurrent session presentations via the Conference Online Community. Click on “Schedule and Materials.”
GENERAL INFORMATION
FROM A TO Z
16 | NICevent.org
DAILY PROGRAM SCHEDULE
9:00 AM – 7:30 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
10:00 AM – 6:00 PM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
1:00 PM – 3:00 PM Capital Connections
3:00 PM – 3:30 PM Networking Break
3:30 PM – 5:00 PM Concurrent Sessions
5:00 PM – 6:00 PM First-time Attendee Mixer (Invitation only)
6:00 PM – 7:30 PM Welcome Reception
7:00 PM – 10:00 PM Evening Car Service
WEDNESDAY, MARCH 9, 2016
#NICForum16 | 17
CAPITAL CONNECTIONS
WED. | 1:00 PM - 3:00 PM
CAP
ITAL CONNECTIONS
Facilitated Networking Session
(Level Three—Dallas Ballroom C)
For operators or developers looking to access capital, Capital Connections is a not-to-be missed networking opportunity to meet select capital providers in a relaxed environment and discuss various financing options. Participating Capital Providers include:
Debt Agency Lenders
• Arbor
• Berkadia
• Berkeley Point Capital
• Cambridge Realty Capital Companies
• Capital Funding Group
• Grandbridge Seniors Housing
• Greystone
• Housing & Healthcare Finance
• JLL Capital Markets
• Lancaster Pollard
• Love Funding
• RED Capital Group
18 | NICevent.org
CAPITAL CONNECTIONS
WED. | 1:00 PM - 3:00 PM (continued)
Debt Lenders
• Capital One
• Capital Source
• Contemporary Healthcare Capital
• First Bank
• First Niagara Bank
• KeyBank Real Estate Capital
• MB Financial
• MidCap Financial Services, LLC
• Opus Bank
• Protective Life
• Sunwest Bank
• Synovus
• TCF Commercial Banking
• The PrivateBank
• Wells Fargo
Equity, REITS & Other Partnerships
• Care Investment Trust, LLC
• CNL Healthcare Properties
• HCP, Inc.
• HJ Sims
• LTC Properties, Inc.
• National Health Investors
• Omega Healthcare Investors
• Prudential Mortgage
• RSF Partners
• Sabra Healthcare REIT, Inc.
• Sentio Healthcare Properties
• Ventas, Inc.
• Virtus Real Estate Capital
• Welltower Inc.
• Zenith Capital
#NICForum16 | 19
CONCURRENT SESSIONS
WED. | 3:30 PM - 5:00 PM
An Update on Seniors Housing Development & Construction
(Level Three—Dallas Ballroom F)
There’s a lot of talk these days about construction and overbuilding in the seniors housing sector. Are the markets in Texas really overbuilt, while those in California are less so? Is financing readily available for all deals, and what terms are offered to developers and operators?
In this session:• find out about NIC MAP® construction and inventory data
• determine where we are in the construction cycle
• assess which markets appear to be overheated
• discover how capital providers assess markets and opportunities
• see how a lender, an investor, and an operator look at today’s markets
Moderator:Beth Mace, Chief Economist and Director, Capital Markets
Outreach, NIC
Speakers: Lori Alford, Chief Operating Officer, Avanti Senior Living
Christopher Kazantis, Director, AEW Capital Management L.P.
William Shine, Senior Director, Synovus Bank
Social Media
Join the social buzz and share your conference experience—you could show up on our social feed.
Twitter: #NICForum16Instagram: ntl_invctr
20 | NICevent.org
CONCURRENT SESSIONS
WED. | 3:30 PM - 5:00 PM (continued)
Participating in a Care Coordination Model
(Level Three—Dallas Ballroom G)
The skilled nursing industry has experienced transformative change in recent years as it transitions from a focus on long term care to intensive, rehabilitative transitional care. At the same time, payor sources and methodologies for payment determination are changing rapidly as well. Owners and operators of skilled nursing communities must implement strategies to adapt to the changing payment landscape if they are to survive. But how and where do they begin?
Know the steps you need to take to participate in—and benefit from—a care coordination model. Industry experts will share concrete examples of how risk sharing affects business models and value, and explain bundled payments and their impact on organizational returns.
Key takeaways from this session include: • financial and organizational impacts and benefits of
participating in a care coordination model
• best practices for incorporating care coordination into your business model
• tips for implementing and managing bundled payments
• risk mitigation approaches for bundled payments and risk sharing
Moderator: Brian Fuller, Vice President, Value-Based Care, naviHealth
Speakers: Tom C. Coble, President, Elmbrook Management Company
Ken Kaminski, MD, Total Joint Surgeon, Azalea Orthopedics
Geoff Teed, Principal, Paradigm Provider Partners
#NICForum16 | 21
CONCURRENT SESSIONS
WED. | 3:30 PM - 5:00 PM
Show Me the Data: Technology in an Outcomes-Based Industry
(Level Three—Dallas Ballroom E)
As the digital revolution continues to change how industries around the world operate, the pressure on seniors housing and care properties to adopt technology solutions will only increase. It’s no longer about “show me the money.” It’s now “show me the data”—data that proves you are producing quality outcomes and achieving operational success.
A panel of industry leaders will share their experiences with various technology initiatives and how they have integrated technology across their organization—from the clinical side, to HR, marketing, and finance. They will address what worked well, where technology went wrong, and what you need to do to set your technology strategy.
This session will cover:• programs that work and the outcomes that matter
• how standardized metrics will measure performance going forward
• benchmarks organizations will have to hit to succeed
Moderator: Andy Edeburn, Vice President, GE Healthcare Camden Group
Speakers: Daniel A. Hirschfeld, President, Genesis Rehabilitation Services
Lynne S. Katzmann, President & CEO, Juniper Communities
Arnold Whitman, Chairman, Formation Capital, LLC
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DAILY PROGRAM SCHEDULE
7:00 AM – 7:00 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
7:00 AM – 9:00 AM Continental Breakfast
7:00 AM – 5:00 PM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
8:00 AM – 9:30 AM Opening General Session with Dan Mendelson
9:30 AM – 10:00 AM Networking Break
10:00 AM – 11:15 AM Concurrent Sessions
11:30 AM – 12:30 PM Concurrent Sessions
12:30 PM – 1:45 PM Conference Luncheon with Richard W. Fisher
2:00 PM – 3:15 PM Concurrent Sessions
3:15 PM – 3:45 PM Networking Break
3:45 PM – 5:00 PM Concurrent Sessions
5:15 PM – 6:45 PM Networking Reception
6:15 PM – 9:15 PM Evening Car Service
THURSDAY, MARCH 10, 2016
#NICForum16 | 23
OPENING GENERAL SESSION
THU. | 8:00 AM - 9:30 AM
Shock to the System: Surviving & Thriving in a Rapidly Changing Seniors Health Care Model
(Level Three—Dallas Ballroom D)
With massive and fast-moving changes occurring in the health care delivery and payment system, and an increasing focus on the health care spend for seniors, unprecedented opportunities and challenges are arising for seniors housing and care—from assisted living and memory care, to post-acute and long term care. What are the new expectations, requirements, and opportunities for seniors housing and care operators and investors? And what must they do to prepare not only to survive but thrive?
Keynote speaker Dan Mendelson will share his perspective on how the changing health care reimbursement and delivery model, coupled with the explosion of access to data, is driving and will continue to drive changes in all aspects of seniors housing and care. Enormous challenges exist, but there is also a tremendous amount of opportunity for operators who can leverage data insights to provide a consumer-driven experience that delivers quality outcomes in the lowest cost setting.
Following the keynote, a discussion featuring the conference chair and co-chairs will be moderated by NIC CEO Bob Kramer. The panel of senior living operators and capital providers will respond to Dan Mendelson’s comments and discuss how they see the seniors housing, skilled nursing, and post-acute sectors and their capital providers responding to these changes.
Keynote Speaker:
Dan Mendelson, CEO & Founder, Avalere Health
Panel Moderator: Bob Kramer, CEO, NIC
Panelists: Doug Korey, Senior Vice President of Business Development,
LTC Properties, Inc.
Kenneth Segarnick, Chief Corporate Officer, Brandywine Senior Living
Thomas Stanley, Founder & Principal, Cascade Living Group
James C. Thompson, Senior Director, Synovus Bank
24 | NICevent.org
CONCURRENT SESSIONS
THU. | 10:00 AM - 11:15 AM
Improving Quality with Technology: Not Someday but Now
(Level Three—Dallas Ballroom F)
It’s often said that technology will shape the future of aging—that someday, new technologies will change the delivery and quality of care. But in reality, “someday” is already here. Organizations today are integrating solutions that improve both quality of life for the residents and operational efficiencies for their communities. Looking to implement new technology is just as crucial for your one-year plan as your ten-year, as more of your competitors will have it and more of your residents/families, team members, and business partners will demand it.
This session will help you discover how technology provides opportunities in marketing, staffing, outcomes documentation, and quality improvement that can advance the bottom line of your business now and in the future.
Key takeaways include: • why tech-enabled systems are becoming a “must have” and
are more than a cool gadget
• how and why senior care is evolving through the use of technology
• how technologies are being used today for improving efficiencies and outcomes
• the benefits of utilizing these systems for the operator, investor and resident
• how these tech-enabled systems are being used during pre-opening marketing and at existing communities to give a competitive advantage for market share
Moderator: Katy Fike, Ph.D., Partner and Co-Founder, Generator Ventures
and Aging2.0
Speakers: Lori Alford, Chief Operating Officer, Avanti Senior Living
Kari Olson, Chief Innovation Officer, Front Porch
Jeramy Ragsdale, CEO, Thrive Senior Living
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CONCURRENT SESSIONS
THU. | 10:00 AM - 11:15 AM
Provider Perspectives on the Changing Seniors Health Care Landscape
(Level Three—Dallas Ballroom E)
The ever-changing landscape of health care in America has influenced and will continue to influence every player in seniors housing, post-acute, and long term care—from the way health care is delivered, to the way providers are paid. With nearly every aspect of a facility’s daily operations under scrutiny, how do operators navigate the changes and position themselves for success today and going forward?
Understanding how the reimbursement, regulatory, and competitive landscape is shifting today and will shift in the future is essential for establishing the right partnerships and policies. The speakers will share examples of actions operators and other stakeholders are taking now to help you form your own strategies for success.
In this session: • identify and analyze the key changes in the seniors housing
and care industry that are altering the way business is conducted daily
• explore strategies for navigating and adjusting to the changes
• examine ways to position your property to stay adaptable to future changes
Moderator: Brian Ellsworth, Director of Payment Transformation,
Health Dimensions Group
Speakers: Stephanie Handelson, President & COO,
Benchmark Senior Living
Ed Kenny, Chairman & CEO, Life Care Services
Kevin Warren, President & CEO, Texas Health Care Association
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CONCURRENT SESSIONS
THU. | 11:30 AM - 12:30 PM
Stepping Up to the Plate: Opportunities and Challenges for Assisted Living in the New Integrated Health Care Delivery Model
(Level Three—Dallas Ballroom F)
The new integrated health care payment and delivery model for seniors presents assisted living with valuable opportunities to evolve its market by serving as a coordinator and integrator of care for residents who prefer the assisted living or CCRC setting. In this session, Dr. David Grabowski will share results from his research, which demonstrates the opportunities and challenges assisted living and CCRC operators face in making a contribution to the health care reform goal of improved outcomes achieved in lower cost settings. Dr. Kevin O’Neil will present results from Brookdale’s CMS Health Innovations Challenge Grant, which focuses on improving care transitions from assisted living communities, as well as reducing avoidable hospitalizations and the overall cost of care. In addition, he’ll speak to the steps providers need to take in order to participate in the new integrated care networks for seniors.
Key takeaways from this session include: • assisted living’s value proposition for seniors and their
families, healthcare providers, and payers
• the future of assisted living in a changing health care delivery and payment model
• the cost benefits for payers—and potential revenue streams for assisted living—that integrated care networks can bring
• what will be required of assisted living, CCRCs, and other senior care providers in order to participate in the new health care payment and delivery model
• what it will mean for AL, CCRCs, and other senior care providers who choose not to participate in the emerging seniors health care delivery model
Moderator: Bob Kramer, CEO, NIC
Speakers: Dr. David C. Grabowski, Professor, Harvard Medical School
Dr. Kevin O’Neil, Chief Medical Officer, Brookdale Senior Living
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CONCURRENT SESSIONS
THU. | 11:30 AM - 12:30 PM
What Skilled Nursing Investors Need to Know about the Five-Star Quality Rating System
(Level Three—Dallas Ballroom E)
Reimbursement is rapidly moving from “volume” to “value.” As a result, it’s becoming more essential than ever for investors to evaluate the quality of care being provided by operators of skilled nursing properties. Not only are payments being tied to quality, but CMS and others are also using the Five-Star Quality Rating System to serve as the gatekeeper for entrance by skilled nursing properties into preferred networks, and the patient and revenue opportunities they provide.
As an investor you need to understand: • what the Five-Star Quality Rating System tells an investor
about an individual property operator
• how investors should both understand and use the Five-Star Quality Rating System during due diligence
• what other quality assessment data should be included as part of due diligence
• how CMS and others are using the system to determine which skilled nursing properties are eligible to participate in the new payment system
• how the revenue stream of the nursing home you own is put at risk by its rating
• what happens when a property receives a major deficiency, and how long it takes to recover
• the significance between a two-star and a three-star rating for the viability of some skilled nursing properties
• the geographic variation in the rating system from state to state, and the importance of careful benchmarking
• what rating is required for a skilled nursing provider to be able to receive a waiver to the three-day hospital stay requirement
Speaker: Steven Littlehale, Executive VP, Chief Clinical Officer,
PointRight, Inc.
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Startups Powering the Shift from Reactive to Proactive Care
(Level Three—Dallas Ballroom G)
Data is driving a shift from reactive to proactive care of seniors. But what does this transformation mean to healthcare and senior care? Where in the care continuum will the shift to proactive care be most significant, and what barriers must be overcome to reap its benefits?
This session will provide a practical and illuminating glimpse into the data-driven care experience of the future. Aging2.0 partner and co-founder Stephen Johnston will moderate a panel discussion with four startups who are leading the charge in developing proactive care technologies for seniors and the caregivers who support them. They will discuss how they determined the need for their product and how their product provides proactive care—from wearable technology and sensors, to cloud-based platforms and telemedicine.
Moderator: Stephen Johnston, Partner and Co-Founder, Generator Ventures
and Aging2.0
Speaker: Sameer Dhar, CEO, Sensassure
Asif Khan, Founder & CEO, Caremerge
Satish Movva, CEO, CarePredict
Scott Schnell, Co-Founder & CEO, MedZed
CONCURRENT SESSIONS
THU. | 11:30 AM - 12:30 PM (continued)
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Market Momentum: Economic Trends and Their Significance
(Level Three—Dallas Ballroom D)
For more than seven years, the Federal Reserve kept interest rates at historically low levels. Only recently did it remove its foot from the brake and nudge interest rates higher. Cheap debt fueled robust transactions activity as well as significant levels of construction across all property types, including seniors housing. Some analysts have been talking about possible asset bubbles. Low interest rates also have impacted American seniors’ savings, while the state of the overall economy also affects seniors’ decisions of when to move into a senior living community.
Keynote speaker Richard Fisher will provide his insights into why the Federal Reserve has altered its policy and started to increase interest rates and what factors likely went into their decision. He will provide his view on where the economy stands today and where it is headed in the future. He also will provide commentary on what changes in the economy may mean to the availability and cost of capital.
Richard Fisher is well respected for his ability to translate complex economic terminology and concepts for investors at all levels of experience. Delivered in an entertaining and relatable style, his observations will provide attendees an understanding of the role the economy plays in investment decision-making. Come join us for this timely discussion on the economy, interest rates and market reactions to the Federal Reserve’s decisions.
Keynote Speaker:
Richard W. Fisher, Former President & CEO, Federal Reserve Bank of Dallas
CONFERENCE LUNCHEON
THU. | 12:30 PM - 1:45 PM
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CONCURRENT SESSIONS
THU. | 2:00 PM - 3:15 PM
Coordinating and Collaborating Care: Why Seniors Housing & Skilled Nursing Operators Need to Partner
(Level Three—Dallas Ballroom F)
Gone are the days when private pay seniors housing and skilled nursing can operate in independent or even competitive silos. Changes in the mindset of the consumer, reimbursements, and expectations of health care providers for care collaboration are forcing seniors housing and skilled nursing operators to rethink the way they relate to each other. Successful business models will require a tearing down of silo walls so you can partner with a quality operator that complements the care you provide in order to keep/gain market share.
Forming seniors health care delivery partnerships beyond the walls of your community can enhance the marketability of both partners and potentially improve census/income streams. In this session, a panel of executives will discuss the opportunities their companies gained by forming off-campus partnerships and collaborating care. They will discuss why they formed the partnership, what value was created, and what worked and didn’t work in the formation.
The session will cover: • why strategic partnerships are essential to gain market share
and enhance census
• why capital providers are attracted to this forward thinking
• how to begin the dialogue to create a successful strategic partnership
• understanding the value and potential revenue streams partnership can offer
• creating a referral source that minimizes lost referrals post-discharge
Moderator: Lori Alford, Chief Operating Officer, Avanti Senior Living
Speakers: Daniel A. Hirschfeld, President, Genesis Rehabilitation Services
Lynne S. Katzmann, President & CEO, Juniper Communities
David Stordy, COO, Mainstreet
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CONCURRENT SESSIONS
THU. | 2:00 PM - 3:15 PM
The Growing Role of Ancillary Service Providers
(Level Three—Dallas Ballroom E)
Once an afterthought, ancillary service providers are now an integral component of the delivery and continuity of care within any community. With the changing competitive and reimbursement environment, understanding the role these services play is more critical than ever for meeting the needs of your community, attracting and retaining residents, and enhancing revenue streams.
Discover why ancillary service providers are becoming a fundamental piece of the health care equation, as panelists discuss how these services meet the clinical needs of seniors housing and post-acute care operators’ residents. Gain an understanding how payment reform (episodic and value-based payments) will impact the operations and economics of ancillary providers.
This session will detail: • why the role of ancillary service providers is changing
• how integration of ancillary services can attract and retain residents
• when to outsource these services and when to bring them in-house
• how ancillary providers will support SNF’s management of post-acute care episodes of care
• which services are integral to stay competitive
• why outcomes data is important for referral sources and consumers
Moderator: Ann B. O’Shaughnessy, Managing Director, The PrivateBank
Speakers: Jeff Barton, Executive Vice President, Mobile XUSA
Phil Fogg, Jr., President & CEO, Marquis Companies & Consonus Healthcare
Peter Longo, Principal & Managing Partner, Cantex Continuing Care Network
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Trends in the Economy and What They Mean
(Level Three—Dallas Ballroom G)
Continue the conversation on the economy started by our Conference Luncheon keynote speaker Richard Fisher, former president & CEO of the Federal Reserve Board of Dallas, with NIC Chief Economist Beth Mace, as she leads a discussion on the economy, interest rates, and market reactions to the Federal Reserve’s decisions.
In this session: • find out what will happen to the cost of capital for public and
private seniors housing REITs, private equity providers, and lenders
• explore how a potentially higher cost of capital will affect operations and development capital
• discover if the risk premium provided for investing in seniors housing will change in a higher interest-rate environment
• get answers to questions about potential bubbles in development, pricing, and transaction volumes
Moderator: Beth Mace, Chief Economist and Director, Capital Markets
Outreach, NIC
Speakers: Peter Martin, Managing Director, JMP Securities
Kevin Tyler, Analyst, Green Street Advisors
CONCURRENT SESSIONS
THU. | 2:00 PM - 3:15 PM (continued)
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CONCURRENT SESSIONS
THU. | 3:45 PM - 5:00 PM
Synergistic Partnering: Creating Strategic, Mutually Beneficial Partnerships
(Level Three—Dallas Ballroom E)
When does one plus one equal three? In partnerships formed by diverse organizations coming together to produce highly creative business approaches and opportunities that mutually benefit both partners.
With the health care delivery model undergoing significant and rapid changes, practices that were commonplace just a few years ago are now outdated and must evolve to meet today’s needs. Organizations that simply seek to repeat the successes of the past may not have the same competitive edge tomorrow. In this session, panelists who have formed partnerships and networks will discuss evaluating alignment of mission, markets, and business models, assessing risks and benefits, and adjusting expectations based on actual results achieved. In addition, they will comment on the results of their partnerships to date and what lessons they have learned.
Key takeaways include:• creating new opportunities through collaborative effort
• identifying potential partners for your organization
• evaluating the competitive advantages and disadvantages
• determining business and reputational risks
• understanding the dynamics and transactional mechanics
Moderator:Torey Riso, CEO/President, Care Investment Trust LLC
Speakers:Rocklon B. Chapin, President & CEO, Benedictine Health System
Dan Lindh, CEO/President, Presbyterian Homes and Services
Dr. Penny Wheeler, President & CEO, Allina Health
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The Medicaid Managed Care Challenge
(Level Three—Dallas Ballroom F)
Medicaid managed care expansion is bringing a new level of complexity to an already evolving senior care market. How will operators reassess their Medicaid patient population, and in what ways will managed care affect their business models?
Panelists will explore the effects of managed care on long term care and assisted living. They will examine specific strategies that are being employed not only to deal with the challenges managed care presents today, but also to keep business models malleable for future changes to come.
Key takeaways include: • changes in skilled nursing and assisted living operations
• strategies for managing these changes
• risks and opportunities with managed care
Moderator: Michael Torgan, Executive, First Quality Healthcare Group
Speakers: Jonathan Dolan, President & CEO, Health Care Association of
New Jersey
James H. Gomez, President & CEO, California Association of Health Facilities
Joshua Kauffman, CEO, Boardwalk West
Jeff Myers, President/CEO, Medicaid Health Plans of America
CONCURRENT SESSIONS
THU. | 3:45 PM - 5:00 PM (continued)
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Valuations in Today’s Seniors Housing & Care Market
(Level Three—Dallas Ballroom G)
Investor interest in seniors housing and care is strong. Transaction volumes are high, and cap rates are near historical lows. That said, the capital markets are in transition. How will a change in the cost of capital affect property valuations? Could macroeconomic factors, such as rising labor costs, affect valuations through slower NOI growth? And how do valuations for independent living compare to those for assisted living and nursing care?
Hear directly from investors and capital providers on how they view property valuation today.
In this session: • find out how capital providers and investors value properties
today
• discover the factors they consider when determining a property’s value
• view the latest NIC MAP® data trends on property sales transactions and pricing
Moderator:Ron Hastie, Partner, President, RJ Development
Speakers: Colleen Blumenthal, MAI, Managing Director, HealthTrust
John Getchey, SVP, Seniors Housing Investments, Welltower Inc.
Bill Kauffman, Sr. Principal, Research & Analytics, NIC
Aron Will, EVP, Co-Head National Seniors Housing, CBRE
CONCURRENT SESSIONS
THU. | 3:45 PM - 5:00 PM
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DAILY PROGRAM SCHEDULE
7:00 AM – 12:00 PM Registration, Networking Lounges, NIC MAP® Data Hub, Tech Bar
7:00 AM – 11:00 AM Relaxation Station, Headshot Lounge, Specialty Coffee Bar
7:00 AM – 9:00 AM Continental Breakfast
8:45 AM – 10:00 AM Concurrent Sessions
10:00 AM – 10:30 AM Networking Break
10:30 AM – 11:45 AM Closing General Session
FRIDAY, MARCH 11, 2016
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CONCURRENT SESSIONS
FRI. | 8:45 AM - 10:00 AM
How Capital Providers View the Emerging Care Continuum
(Level Three—Dallas Ballroom F)
The historically segmented approach to seniors housing and health care is disappearing. Increasingly, operators across the care continuum are working together to build integrated care models designed to attract a new pool of consumers, diversify revenue streams, and meet the complete health, wellness, and living needs of residents. Capital providers are beginning to recognize the value that a broader operational approach can play in driving the real estate values within this emerging care model.
This session will include discussions about: • investment parameters for evaluating care continuum
opportunities
• how the valuation of standalone investments and integrated delivery models may differ
• valuation trends for integrated care models and the types of investors who will become major players in the sector
• challenges of evaluating real estate development and acquisition opportunities in the care continuum
• how capital providers will respond to changes in delivery models and what this means for capital in our sector
Moderator: Anne Tumlinson, Founder, Anne Tumlinson Innovations LLC
Speakers: Zach Bowyer, MAI, Managing Director, CBRE
Justin Hutchens, EVP & CIO—Seniors Housing & Care, HCP, Inc.
Will Saunders, CEO, AllyAlign Health, Inc.
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The “New Normal” of MCOs in Long Term Care
(Level Three—Dallas Ballroom E)
Managed care organizations (MCOs) increasingly control more of the patient population and are introducing new standards for payment and reimbursement. As a result, assisted living and long term care (LTC) providers are feeling the pressure to lower costs and improve outcomes.
This “new normal” requires an understanding of the language, as well as legal planning for the assisted living and LTC communities to work successfully with MCOs. Experts in negotiating relationships with MCOs from the operator perspective will share relevant tactics to survive increasing financial and performance standards in managed care contracting, billing, and legal risk mitigation.
This session will cover: • strategies for working with MCOs
• tools for contracting, operating, and maintaining mutually beneficial MCO partnerships
• a primer for understanding your legal rights when working with MCOs
Moderator: Joshua Kauffman, CEO, Boardwalk West
Speakers: Mark A. Johnson, Esq., Partner, Hooper, Lundy, Bookman P.C.
Susie Mix, President & CEO, Mix Solutions, Inc.
CONCURRENT SESSIONS
FRI. | 8:45 AM - 10:00 AM (continued)
#NICForum16 | 39
The Right Capital Sources for Optimal Growth & Success
(Level Three—Dallas Ballroom G)
The growth of development in seniors housing is directly related to the availability of capital in the marketplace. What capital sources are currently available? And how strong will capital flows be in 2016?
Join the discussion on current capital market trends with a panel of leading industry capital providers as they share their perspectives on the direction the markets may take in 2016. This session will provide practical information regarding the types of debt and equity that are available, and the best ways to finance your expansion or conversion projects. The panelists will also provide perspectives on how capital markets view today’s robust development cycle, the outlook for available construction financing, and how rising interest rates may affect valuations and capital availability.
In this session: • explore the debt and equity sources that are available today
• gain insight into current capital market trends
• hear what capital providers are saying about 2016’s outlook
• learn from different scenarios what capital sources might work best for your growth plans
Moderator: Kevin McMeen, President–Real Estate, MidCap Financial
Services, LLC
Speakers: Eric Mendelsohn, President & CEO, National Health Investors
Max Newland, Managing Director, Kayne Anderson Real Estate Advisors
Adam Sherman, Managing Director, RED Capital Group
Cathy Voreyer, Managing Director, Wells Fargo Multifamily Capital
CONCURRENT SESSIONS
FRI. | 8:45 AM - 10:00 AM
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Timing the Wave—Adapting to the New Consumer and the New Seniors Healthcare Model: Perspectives from Industry Leaders
(Level Three—Dallas Ballroom D)
The final session of the Spring Investment Forum brings together well-known leaders in seniors housing and skilled nursing to get their perspectives on the key themes that emerged during the Forum.
Discussion moderator Bob Kramer, NIC CEO, will ask volunteer leaders of the sector’s major trade groups—AHCA, Argentum, ASHA, and LeadingAge—to share what they think was on target and what they think missed the mark. The panelists also will highlight what they’re doing—both within their own companies and through their trade associations—to prepare for the future. What are the current and future challenges and opportunities they see? How will the trade groups they lead help members survive and thrive with the sweeping changes impacting seniors housing, long term care, and post-acute care? And most importantly, what steps they are taking to make the most of the coming opportunities.
Moderator: Bob Kramer, CEO, NIC
Speakers: Brenda Bacon, President & CEO, Brandywine Senior Living,
Argentum Board Chair
Tom C. Coble, President, Elmbrook Management Company, AHCA Board Chair
Larry Cohen, CEO, Capital Senior Living Corporation, ASHA Board Chair
Kathryn Roberts, President & CEO, Ecumen, LeadingAge Board Chair
CLOSING GENERAL SESSION
FRI. | 10:30 AM - 11:45 AM
#NICForum16 | 41
THANK YOU
We would like to thank our partners and sponsors for their support and commitment to advancing NIC’s mission.
NIC Premier Partners
NIC Official Partners
R
Financing Progress
®
42 | NICevent.org
THANK YOU
Conference Sponsors
n Attendee Listing n Badges & Lanyards
n Lobby Networking Lounge n Tech Bar
n Conference Luncheon n Conference Pen
n Mobile Charging Stationsn Kosher Accommodations
n Conference Online Community
n Elevator Cling Signage
n Networking Mints n Escalator Cling Signage
R
n Event Guide to Capital Provider Attendees n Welcome Reception
#NICForum16 | 43
THANK YOU
Conference Sponsors
n Head Shot Lounge n Speaker Ready Room
n Specialty Coffee Barn Meeting Points Signage
n Bottled Water Service n Newspaper Room Delivery
n Networking Reception n Opening General Session
®
TM
n Hotel Room Keys
Financing Progress
n Schedule at-a-Glance
n Wednesday Evening Amenityn Conference Padfolio
n Networking Reception n Evening Car Service
44 | NICevent.org
THANK YOU
Conference Sponsors
n Trinity Networking Lounge
n Wireless Internetn Thursday Afternoon Networking Break
n Turndown Servicen Thursday Evening Amenity
n Final Program & Welcome Receptionn Deal-Making Kits
n Shoe Shine
#NICForum16 | 45
THANK YOU
Industry and Media Sponsors
n American Health Care Association/National Center for Assisted Living (AHCA/NCAL)
n American Seniors Housing Association (ASHA)
n Argentum
n ALM Real Estate Media Group
n McKnight’s Long-Term Care News & Assisted Living
n Healthcare Real Estate Insights
n National Real Estate Investor (NREI)
n Provider Magazine
n Seniors Housing Business
n Senior Housing Forum
n Senior Living Executive
n Senior Housing News
n The SeniorCare Investor
46 | NICevent.org
Doug Korey Senior Vice President, Business Development, LTC Properties, Inc. Committee Chair
Kenneth Segarnick Chief Corporate Officer, Brandywine Senior Living Committee Co-Chair
James C. Thompson Senior Director, Synovus Bank Committee Co-Chair
Thomas Stanley Founder & Principal, Cascade Living Group Committee Co-Chair
Lori Alford Chief Operating Officer, Avanti Senior Living
Jennifer Berland Partner, Hanson Bridgett
Heidi Brunet Managing Director, Berkadia
Mark Bultman Senior Vice President, Capital One Healthcare
Kevin Donahue Vice President–Financial Planning & Analysis, Benchmark Senior Living
Ben Firestone Managing Director, Blueprint Healthcare Real Estate Advisors
John Getchey Senior Vice President–Seniors Housing Investments, Welltower Inc.
Kelsey Hastings CEO, Advantage Management Group
Matthew Huber Senior Director, Healthcare Group, First Niagara Bank
Will Huish CIO & EVP, Plum Healthcare Group, LLC
Michael Jones CEO/Principal, Healthtique Group
2016 SPRING INVESTMENT FORUM PLANNING COMMITTEE
#NICForum16 | 47
Lynne S. Katzmann President & CEO, Juniper Communities
Joshua Kauffman CEO, Boardwalk West
Kevin Maddron COO & CFO, CNL
Sheryl Marcet Managing Director, Omega Healthcare Investors, Inc.
Alexander Markowits President/CEO, Spring Hills Senior Communities
Joseph McCarron Principal, Capital Care Associates, LLC
Jason McMeen Managing Director–Real Estate, MidCap Financial Services, LLC
Paul Nevala Principal, American Capital, Ltd.
Ryan Novaczyk President & CFO, New Perspective Senior Living
Ann O’Shaughnessy, Managing Director, The PrivateBank
Ronald Payne CEO, Southwest LTC Management Services
Torey Riso CEO/President, Care Investment Trust LLC
Julie Robinson Vice President, Acquisitions, Ventas, Inc.
Jason Smeck Senior Managing Director, RED Capital Group
Dale Thompson President, Creative Living Groups, Inc.
Michael Torgan NHA, MBA, Executive, First Quality Healthcare Group
48 | NICevent.org
CONFERENCE ONLINE
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National Investment Centerfor Seniors Housing & Care
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• 2016 Fall Conference September 14–16 Washington, DC
• 2017 Spring Investment Forum March 22–24 San Diego, CA
• 2017 Fall Conference September 26–28 Chicago, IL
SavetheDates
We’re glad you attended this year’s NIC Spring Investment Forum.
Join us:
www.nic.org/events
National Investment Centerfor Seniors Housing & Care
Avery · Belmont Village · Benchmark · Brandywine · Brookdale
Chartwell Retirement Residences · Chelsea Senior Living · Genesis HealthCare
Legend Senior Living · Merrill Gardens · Revera · Senior Lifestyle
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Relationships are our cornerstone. It’s how we build stronger results. Visionary partners,
higher profi tability, and the most attractive capital choice for the health care industry today.