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First Annual Conference

October 1-2, 2003
Four Seasons Resort and Club
Dallas at Las Colinas

Hosted by:
Conning Capital Partners

Sponsored by:
Stephens Inc.
CapitalSource Inc.
Morgan Lewis
Mintz Levin

"The Future of the Healthcare Marketplace"
Ian Morrison
Author, Consultant, and Futurist

"Challenges and Opportunities:
The view from leaders of major health systems" 

Gail L. Warden
President Emeritus
Henry Ford Health System

Tom Smith
Retired CEO Yale-New Haven Health System, Retired CEO, VHA

David Vandewater
President & CEO
Ardent Health Services

Moderated by: 
Nancy Weaver 
Managing Director
Stephens Inc. 

"Reinventing Managed Care: New Strategies for Managing Costs & Medical Care"

Moderated by: 
Richard J. Zall
Partner
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Matthew Borsch
Vice President
Goldman Sachs

Marrianne Fazan, Ph.D.
Executive Director
Dallas-Fort Worth Business Group on Health

"Pulse of Washington" 

Andy Bressler 
Managing Director, Industry Research - Healthcare
Bank of America

Kate Sullivan
Director of Healthcare Policy
U. S. Chamber of Commerce

Mike Tuffin
Director of Strategic Communications
American Association of Health Plans (AAHP)

Moderated by: 
Donna K. Thiel
Partner
Morgan Lewis

"Current State of the Debt and Equity 
Capital Markets"

Scott Davis
Executive Vice President
Stephens Inc.

"National Venture Capital Update"

John S. Taylor 
Vice President of Research
National Venture Capital Association

Speaker Biographies

MATTHEW BORSCH

Matt Borsch, Vice President, is an investment research analyst covering the Health Insurance and Managed Care sector. Prior to joining Goldman Sachs in February 2001, Matt was an executive in the managed care industry for 6 years with Physicians Health Services, a health insurance company, and Telesis Medical Management, a physician management company. Prior to that, he spent 7 years as a management consultant with Accenture. Matt is also an Adjunct Professor at Columbia University, where he has taught graduate-level courses on the managed care industry since 1997. He received two masters' degrees from Columbia University in 1994, an M.B.A. and M.P.H. (Masters of Public Health) and a joint B.A./B.S. in Economics and Mathematical Sciences from The Johns Hopkins University in 1986.

ANDY BRESSLER, CFA

Mr. Bressler joined Bank of America in 1995. He provides analysis of trends, forecasts, legislative and regulatory impacts, and strategic directions for the healthcare industry to bank clients, as well as due diligence support for bank financings and investments in healthcare companies.

Before joining Bank of America, Mr. Bressler was director for policy and research at the National Institute for Health Care Management, where he provided analysis of both healthcare legislation and healthcare market trends.

Prior to the National Institute for Health Care Management, Mr. Bressler was an associate in the Strategy Practice of Mercer Management Consulting. There he worked in a variety of industries, including healthcare, insurance, telecommunications, computer equipment, textiles, and industrial products. Mr. Bressler consulted with corporations on benchmarking, business development, corporate restructuring, acquisitions, and marketing plan development.

Mr. Bressler received an MBA, as a Dean’s Scholar, from the University of North Carolina–Chapel Hill. He also received an M.S. and a B.S. from the University of Michigan. Mr. Bressler is based in Washington, D.C.

SCOTT DAVIS

W. Scott Davis, Executive Vice President, has worked for Stephens Inc. for sixteen years primarily focusing on equity capital markets. In his current position, he has primary responsibility for the Stephens' Institutional Equity Sales team. Scott is also responsible for managing the Syndicate Department where he oversees the public offering product area. Scott earned his BBA from the University of Arkansas.

MARRIANNE FAZEN, Ph.D.

Marianne Fazen is Executive Director of the Dallas-Fort Worth Business Group on Health (DFWBGH), a 115-member coalition of major employers committed to market-based health care reform. Under her direction since 1995, DFWBGH works collaboratively with hospitals, physicians and managed care organizations to promote improvements in health care quality, patient safety and cost-effectiveness. DFWBGH's members include EDS, Southwest Airlines, American Airlines, Frito-Lay, Bell Helicopter, Lockheed Martin and Radio Shack.

Ms. Fazen serves as the Leapfrog Group's Regional Roll-out Leader in the Dallas-Fort Worth area focusing employers' and the health care community's attention on the need to reduce medical errors in hospitals and improve patient safety by implementing Leapfrog Group's recommended safe practices.

Currently, she serves as Vice Chair of the National Business Group on Health, a Washington DC-based organization representing 85 employer coalitions across the U.S. She is also President and CEO of the Texas Business Group on Health, Executive Director of Southwest Benefits Association. She serves on the Texas Department of Health Hospital Data Advisory Board, the TDH Council on CVD and Stroke, Texas Diabetes Council, and North Texas Women's Health Advisory Board.

A native of Wisconsin, Ms. Fazen received her bachelor's degree in Medical Technology from the University of Wisconsin and her doctorate in Communications Science and Human Development from the University of Texas at Dallas. She and her husband reside in Dallas, Texas.

IAN MORRISON

Ian is an internationally known author, consultant, and futurist specializing in long-term forecasting and planning with particular emphasis on health care and the changing business environment. He combines research and consulting skills with an incisive Scottish wit to help public and private organizations plan their longer term future.

Ian has written, lectured, and consulted on a wide variety of forecasting, strategy, and health care topics for government, industry, and a variety of nonprofit organizations in North America, Europe, and Asia. He has spoken to a range of audiences from the boards of Fortune 100 companies to the Chinese Academy of Social Sciences in Beijing. Ian has worked with more than 100 Fortune 500 companies in health care, manufacturing, information technology, and financial services. Recent client sponsors include XL Capital, Pfizer and Kaiser Permanente.  He is a frequent commentator on the future for television, radio, and the print media.

Ian is the author of Healthcare in the New Millennium: Vision, Values and Leadership (Jossey-Bass, 2002). His previous book: The Second Curve - Managing The Velocity of Change (Ballantine, 1996) was a New York Times Business Bestseller and Businessweek Bestseller. Ian has co-authored several books and chapters, including Future Tense: The Business Realities of the Next Ten Years (William Morrow, 1994) and Looking Ahead at American Health Care (McGraw-Hill, 1988). He also has co-authored numerous journal articles for publications such as Chief Executive, Encyclopaedia Britannica, Across the Board, The British Medical Journal, New England Journal of Medicine, and Health Affairs.

Ian is affiliated as a Senior Fellow at the Institute for the Future (IFTF) and its former President (from 1990 to 1996), responsible for leading IFTF's growth and success over that period. Ian is a founding partner in Strategic Health Perspectives a joint venture between Harris Interactive and the Harvard School of Public Health’s Department of Health Policy and Management.

Before coming to IFTF in 1985, Ian spent seven years in British Columbia, Canada, in a variety of research, teaching, and consulting positions.  He holds an interdisciplinary Ph.D. in urban studies from the University of British Columbia; an M.A. in geography from the University of Edinburgh, Scotland, and a graduate degree in urban planning from the University of Newcastle-upon-Tyne, England).  He is a member of the Board of Directors of Spherion Corporation and the Health  Research and Education Trust (HRET), the research and education arm of the American Hospital Association.

TOM SMITH

C. Thomas Smith served as president and chief executive officer of VHA Inc. from October 1991 until his retirement in April 2003. From 1977 to 1991, Smith served as the president and CEO of Yale-New Haven Hospital in New Haven, Conn., and as president and CEO of Yale-New Haven Health Services Corp.

Prior to joining Yale-New Haven, Smith was with Henry Ford Hospital in Detroit from 1971 to 1976, where he served as vice president and executive director of hospitals and clinics. From 1967 to 1971, Smith was associate director of hospitals and director of medical center planning for the University of Minnesota Health Sciences Center in Minneapolis. Following an administrative residency, he held administrative positions at Baptist Memorial Hospital in Memphis, Tenn., from 1961 to 1967.

Smith was the 1991 chairman of the American Hospital Association Board of Trustees, on which he served from 1987-1992. He was a member of the VHA Board of Directors from 1987-2003. He also served on the board of Novation, the supply company for VHA and UHC.

He is a past chairman of the Council of Teaching Hospitals and a former member of the boards of the Association of American Medical Colleges, the International Hospital Federation, the Hospital Research and Educational Trust, the National Committee on Quality Health Care, the Jackson Hole Group and the Healthcare Leadership Council. He is also a former trustee of three health systems: Memorial-Hermann Health System in Houston, Yale-New Haven Hospital and Yale-New Haven Health Services Corp. in New Haven, Conn., and Henry Ford Hospital in Detroit.

Smith currently serves on the boards of directors of Neoforma, Inc. San Jose, and Kinetic Concepts, Inc., San Antonio. Previously, he was also a director of Genentech, South San Francisco, and New Haven Savings Bank, New Haven.

Modern Healthcare magazine named Smith one of the 25 most influential health care leaders of the last 25 years in 2001, and in 2002 he was selected by the magazine’s readers as #4 among the 100 Most Influential People in health care.

A native of Little Rock, Ark., Smith received a bachelor’s degree from Baylor University in Waco, Texas, and a master of business administration degree from the University of Chicago. He has two honorary degrees from Connecticut colleges.

KATE SULLIVAN

Kate Sullivan joined the U.S. Chamber of Commerce in February 1999 and is the organization's Director of Health Care Policy. The U.S. Chamber is the world's largest business federation, representing more than three million businesses of every size, sector, and region, and is the leading voice of business in Washington.

In her capacity representing small and large businesses alike, Kate determines the Chamber's position and recommends courses of action with regard to legislative and regulatory proposals. She works with members of the U.S. Congress and key committee staff, as well as officials in the Administration, in formulating health care policy and legislation. Kate has testified in the U.S. Senate and works with the media to communicate the Chamber's views on health-related policy matters. She is frequently cited as an authority on employer-related health care issues and has appeared on all major broadcast and cable television networks as well as National Public Radio, and has been quoted in newspapers including The Wall Street Journal, The New York Times, the Washington Post, the Los Angeles Times as well as numerous popular media and trade journals. Kate is the Chamber's lead staff person responsible for forging alliances with other organizations on a wide range of health care topics and is a frequent speaker at trade conferences and educational forums.

Prior to joining the Chamber, Kate was with a non-profit multi-provider health system in Chicago (1997-1998), where as Director of Government Programs she was responsible for finance and planning for the system's Medicare and Medicaid clientele. Kate has served twice in the U.S. Congress on the staffs of Republicans active on health care issues: as Senior Health Policy Advisor to U.S. Representative Nancy Johnson (Connecticut, 1995-1997), who currently chairs the House Ways and Means Subcommittee on Health; and as Senior Legislative Assistant to U.S. Representative Harris W. Fawell ("FAY-well"; Illinois, 1987-1989).

From 1991 to 1995, Kate was Illinois Governor Jim Edgar's (R) Washington Representative for health and welfare policy. Kate was also affiliated with the law firm of Reed, Smith, Shaw & McClay (1989-1991) where she represented numerous medical specialty providers and providers of both acute and long-term care health services.

Kate earned her Master's of Health Services Administration from the George Washington University, where she concentrated her studies on finance and strategic planning. She received her undergraduate degree in American Government and English from Georgetown. Kate is also a member of Potomac Boat Club (Washington, DC), where she sculls and rows competitively on crews for the club.

JOHN TAYLOR

John S. Taylor is Vice President of Research at the National Venture Capital Association (NVCA) which is based in the Washington, DC area. He is responsible for developing and overseeing association data and research efforts. The key element in this effort is the creation of a research consortium which was announced in 1998 involving the NVCA, Venture Economics, and the Ewing Marion Kauffman Foundation. This team was created to ensure accurate, impartial, and practical data on the venture capital and private equity industries. He joined the NVCA in 1996.

Mr. Taylor's career began with Andersen Consulting in Washington, DC where he was a senior consultant advising small business clients. He has since held senior product manager and IT positions in both large and small organizations. At PRC Realty Systems, which launched the online residential real estate multiple listing industry nationwide, he helped develop a new generation of minicomputer and microcomputer products.

He has served as a board member of both for-profit businesses and non-profit organizations. In 1998, he was awarded the Maryland Governors Citation for outstanding volunteer service. He recently joined the Advisory Board of the John Foster Center for Private Equity at the Amos Tuck School.

He received an MBA degree from the Amos Tuck School at Dartmouth College, and a BS degree in chemistry from Dickinson College.

1655 North Fort Myer Drive, Suite 850 Arlington, Virginia 22209-3114 703-524-2549 jstaylor@nvca.org.

DONNA K. THIEL

Donna K. Thiel, Partner in the FDA/Healthcare Regulation Practice Group at Morgan, Lewis & Bockius in Washington, D.C. Ms. Thiel focuses her practice on federal and state regulation, particularly Medicare and Medicaid payment systems, including cost-based, charge-based, and prospective payment reimbursement systems. Ms. Thiel also has a comprehensive health care regulatory and compliance background, counseling extensively on Medicare fraud and abuse matters, including defense of civil fraud enforcement and monetary penalties actions, and representing clients before the Centers for Medicare and Medicaid Services, the Office of Inspector General of the Department of Health and Human Services, administrative law judges, and the Provider Reimbursement Review Board.

Ms. Thiel is an active speaker and writer on health care regulation and legislation, fraud and abuse matters, and reimbursement issues. Ms. Thiel received her bachelor's degree, cum laude, in political science from Drew University in 1979. She received her law degree in 1982 from Boston University School of Law, where she was the editor of the Annual Review of Banking Law. Ms. Thiel is admitted to practice in the District of Columbia, and before the U.S. Supreme Court, the U.S. Circuit Court of Appeals for the Eighth Circuit and the U.S. District Court for the District of Columbia.

MIKE TUFFIN

Mike Tuffin is director of strategic communications at the American Association of Health Plans (AAHP), the national trade organization representing more than 1,000 health plans and insurance companies that provide health care coverage to more than 170 million Americans. In this capacity, Tuffin oversees a broad-based public affairs portfolio that includes earned media, advertising, political strategy, and outreach to the investment community.

Prior to joining AAHP, Tuffin served as senior director of strategic communications for the Pharmaceutical Researchers and Manufacturers of America (PhRMA).

Tuffin has extensive campaign and legislative experience in national Republican politics. He has worked in the U.S. Senate, the U.S. House, and held key positions on two presidential campaigns and several congressional campaigns. In 1996, he directed communications and field work for the successful referendum campaign that enabled the NBA's Miami HEAT to build a new downtown arena.

Tuffin holds an MBA from Vanderbilt University and an economics degree from Providence College.

GAIL L. WARDEN

Gail L. Warden is President Emeritus of Henry Ford Health System in Detroit, Michigan, one of the nation’s leading vertically integrated health care systems.

Warden is an elected member of the Institute of Medicine of the National Academy of Sciences. He served on its Board of Health Care Services, Committee on Quality Health Care in America and served two terms on the Governing Council. He chairs the board of the National Quality Forum, the Healthcare Research and Development Institute and the newly created National Center for Healthcare Leadership. Warden co-chairs the National Advisory Committee on Pursuing Perfection: Raising the Bar for Health Care Performance.

He is a member of The Robert Wood Johnson Foundation Board of Trustees, the Institute for Healthcare Improvement Board and the RAND Health Board of Advisors. He is director emeritus and past chairman of the Board of the National Committee on Quality Assurance. In 1997 President Clinton appointed him to the Federal Advisory Commission on Consumer Protection and Quality in the Health Care Industry.

In 1995 Warden served as chairman of the American Hospital Association Board of Trustees. He served as a member of the Pew Health Professions Commission, the National Commission on Civic Renewal and past chairman of the Health Research and Education Trust Board of Directors.

Locally, Warden is a director of Comerica Bank, the Detroit Zoological Society and the Citizens Research Council of Michigan. He chairs the Board of Trustees of CityYear-Detroit and is past chairman of the Greater Detroit Area Health Council.

Throughout his career Warden has received several significant awards. In 2002 Modern Healthcare selected him as one of the “100 Most Powerful People in Healthcare.” He was ranked 14th and was the list’s highest ranked leader of a health care delivery system. In 2001 Modern Health Care Magazine named him one of the top 25 most influential individuals in the industry over the past 25 years. Yale University presented him with the first Thompson Visiting Fellowship Award, and the National Committee for Quality Assurance gave him the Health Quality Award. In 2000 he received the American Hospital Association’s Distinguished Service Award, its highest leadership recognition, and the Health Research and Educational Trust gave him the first Walter J. McNerney Fellowship Award for Health System Improvement. Warden received the American College of Health Care Executives’ 1999 Gold Medal Award, its highest honor. Early in his career, the same organization selected him Young Health Care Executive of the Year.

Warden served as president and CEO of Henry Ford Health System from April 1988 until June 2003. Before joining Henry Ford Health System, Warden served as president and chief executive officer of Group Health Cooperative of Puget Sound in Seattle from 1981 to 1988. Prior to that he was executive vice president of the American Hospital Association from 1976 to 1981 and from 1965 to 1976, he served as executive vice president and chief operating officer of Rush-Presbyterian-St. Luke’s Medical Center in Chicago.

Warden is a graduate of Dartmouth College and holds a master’s degree in health care management from the University of Michigan. He has an honorary doctorate in public administration from Central Michigan University and is a member of the faculty of the University of Michigan School of Public Health.

DAVID VANDEWATER

David T. Vandewater currently serves as President and Chief Executive Officer of Ardent Health Services, which is expanding the company's existing behavioral capabilities in current locations by acquiring medical/surgical facilities in urban and suburban areas around the United States. Welsh, Carson, Anderson & Stowe has committed $145 million as initial funding for this project.

Mr. Vandewater has served in executive positions in the hospital industry ranging from CEO of Vista Hills Medical Center in El Paso to Executive Vice President and Chief Operating Officer at Republic Health Corporation to President and Chief Operating Officer of Columbia/HCA Healthcare Corporation. When he left Columbia in 1997, the company had become the world's largest healthcare organization with more than 340 hospitals, 130 surgery centers and 550 home health locations in 38 states and 2 foreign countries. With annual revenues of $20 billion, the company employed more than 285,000 people making it the 7th largest U.S. employer and 12th largest employer worldwide.

Since leaving Columbia, Mr. Vandewater served as a principal of America's Health Network, the first and only television source for around-the-clock health and medical information, and in 1999 worked with USP International, assisting the company in acquiring hospitals in Europe. Currently, the company operates five hospitals in Spain and two in the United Kingdom.

Mr. Vandewater is a past Chairman of the Federation of American Health Systems, the trade association for investor-owned hospitals and presently serves on the board of trustees of LifeMasters Supported SelfCare and The Nashville Symphony. Mr. Vandewater is a past Chairman of the Boys and Girls Clubs of Middle Tennessee and he remains very active within the organization. A native of El Dorado, Arkansas, Mr. Vandewater holds a Bachelor of Science degree from Henderson State College and a Master's degree in healthcare administration from the University of Houston Clear Lake.

RICHARD J. ZALL

Rick is a member in the Health Law Section of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C., and Senior Vice President of the firm's strategic consulting affiliate, ML Strategies, LLC.

Rick's practice is focused on corporate and regulatory representation of health care clients, including hospitals and medical groups, health care information and medical technology companies, and managed care organizations. He also advises health care clients and health sector investors on business strategy, product and service development, financial transactions, and new venture implementation.

Prior to joining Mintz Levin and ML Strategies, Rick co-founded and was President of Pioneer Health Partners, LLC, a consulting and management services firm that advised health service providers, entrepreneurs, and established health care companies in the development and implementation of innovative health strategies.

Previously, Rick was Co-Chairman and CEO of Telesis Medical Management, Inc., a venture- backed physician services company. He was also a Founding Partner of another prominent New York-based law firm that specialized in representing the health care industry.

Over the past decade, Rick has been an active participant in the health care industry. From 1997 until 2000, he served on the Board of Directors and as Vice-Chair of NIPAC, a leading industry trade association. He has directed two health industry studies for the Robert Wood Johnson Foundation, one on the condition of the US Health Care Safety Net, and the other on Federal and State Consumer Protection Regulation of the Managed Care Industry. He is a frequent invited speaker at industry trade conferences.

Rick served as Counsel to former New York City Council President Carol Bellamy. He also was a member of the Board of Trustees of the WNYC Foundation, the operator of New York City's public radio station affiliated with National Public Radio (NPR).

Rick is admitted to practice law in New York. He received his B.A. from Brown University and his J.D. from New York University School of Law where he was a member of the Law Review and an Arthur Garfield Hays Fellow.