2024 AGENDA

Wednesday, October 23

11:00 – 1:30 p.m.

Registration

12:00 – 12:45 p.m.

Women’s Networking Lunch
Join us for a women-only networking lunch.

12:45 – 1:30 p.m.

Tackling Unconscious Bias in the Boardroom
Join us for an open discussion on how unconscious bias in the boardroom can subtly influence decision-making, board dynamics, and corporate governance, often without board members being fully aware of their biases. These biases can lead to unequal participation, hinder diversity, and affect the overall effectiveness of the board.

All attendees are encouraged to attend.

Moderators:
Caroline Gaynor, Partner, Lightstone Ventures
Christine Winoto, Founder & Executive Director, UCSF Rosenman

1:30 – 1:35 p.m.

Welcome Remarks

1:35 – 2:10 p.m.

Fireside Chat: An Interview with Chris Simon, President & CEO, Haemonetics
Since assuming his leadership role as CEO of Haemonetics in 2016, Chris has focused positioning Haemonetics for the future with a commitment to three principles: growth, diversification, and sustainability. Join us to hear more about Chris’s experience as the former head of McKinsey’s Global Medical Products Practice and path to becoming Haemonetics’ CEO, as well as the company’s journey to fortify its existing businesses while strategically entering new markets by acquiring and partnering with category leading technologies from venture backed companies.

Join us for this featured interview session hosted by Alan Milinazzo, Partner at Heidrick & Struggles.

2:10 – 2:30 p.m.

The Current Climate for Medtech Investing – A Data-Driven Discussion
The financing environment for medical device companies has become quite challenging in the last few years. Based on the data that their firms collect and analyze, Jon Norris of HSBC, will discuss the current state of medical device investing in private companies as well as the environment for exits, both through M&A and public offerings.

Speaker:
Jon Norris, Managing Director, HSBC Innovation

2:30 – 3:10 p.m.

How to Raise Capital in a Challenging Environment
It is always difficult to raise capital for young startup companies, but this current environment feels particularly challenging.  In this session, a panel of experienced investors with a wide array of investment strategies and approaches has been assembled to provide their insights. In particular, each investor type will share their thoughts on what they look for in new opportunities and which types of companies are right for them.  This promises to be a behind the scenes look at how these investors think and operate.

Moderator:
Mike Carusi, General Partner, Lightstone Ventures

Panelists:
Auriel August, Principal, Sante
Marc Galletti, Managing Director and Founder, Longitude Capital
Tamir Meiri, Principal, Venture Investments, JJDC
Rob Winkelmann, Managing Partner & CEO, Credo180

3:10 – 3:35 p.m.

Break

3:35 – 4:15 p.m.

Pricing and Reimbursement Strategies to Create a Billion Dollar Market Opportunity
Blockbuster opportunities in medical devices are rare. However, they do exist and the path to creating a billion-dollar market has been driven as much by bold pricing decisions and a well-defined reimbursement strategy as by a clearly differentiated technology and compelling clinical evidence. Learn from companies who have successfully established new categories and high growth markets in medtech over the last decade.

Moderator:
Cynthia Yee, Partner, Vensana Capital

Panelists:
Rob Fletcher, SVP of Marketing & Market Access, Shockwave Medical
Jinny Lee, SVP of Advanced Technologies, Edwards Lifesciences
Allan Zingeler, CEO, Farapulse

4:15 – 5:00 p.m.

The Phoenix Hall of Fame Innovator Award Interview
The 2024 Innovator Award winner will join other medtech pioneers who developed products that launched successful companies, redefined standards of care, and most importantly, helped patients.  Join David Cassak of Medtech Strategist for an interview with this year’s recipient.

6:00 – 9:00 p.m.

Welcome Reception & Dinner
Sponsored by Piper Sandler

Thursday, October 24

7:00 – 8:00 a.m.

Registration & Breakfast

8:00 – 8:40 a.m.

The Growth Sprint – Responsibly Executing in High Growth Organizations
Driving organizational growth effectively and efficiently is essential to maximizing business value.  Emerging medtech companies operate within a resource constrained market driven by increasing cost of capital, talent shortage, reduced investment, and rampant industry digitalization & transformation where every company tries to do more with the same.

Experienced CEOs and tenured executives will share their experiences and practices of successfully leading organizations and moving from strategy to execution through driving operational excellence.

Moderator:
Elena Pretto, Partner, Strategy& part of PwC network

Panelists:
Stacey Pugh, CEO, Endogenex
Bill Hoffman, Former CEO & President, Inari Medical
Mark Turco, CEO, JC Medical

8:40 – 9:20 a.m.

How does M&A Really Get Done?  A Behind-the-Scenes Look at the Making of a Deal
M&A is the lifeblood of our industry, providing nearly all the major growth drivers for the medtech consolidators and the most frequent exit path for venture-backed companies and their investors.  But how does it really get done?  Join our panel of experts as we explore each step and the multiple layers of the process:  the delicate dance of early dialogue, best practices of the target to maximize the outcome, the science and art of valuation and negotiation, the role (and execution – or often, lack thereof) of earn-outs, and the interplay between an acquirer’s business unit, corporate development team, and C-suite.

Moderator:
J.P. Peltier, Managing Director & Head of Healthcare Investment Banking, Piper Sandler

Panelists:
Donald E. Bobo, Jr., Corporate Vice President, Strategy & Corporate Development, Edwards Lifesciences
Chris Eso, Vice President, Global Head of Corporate and Business Development, M&A and Ventures, Medtronic
Jennifer Kozak, Vice President, New Business Development, Johnson & Johnson

9:20 – 10:05 a.m.

The Phoenix Hall of Fame Lifetime Achievement Award Interview
The 2024 Lifetime Achievement Award winner will stand shoulder-to-shoulder with other luminaries who made significant and lasting impact on our industry over the course of their careers. Join David Cassak of Medtech Strategist for an interview with this year’s recipient.

10:05 – 10:20 a.m.

Break

10:20 – 11:10 a.m.

View from DC with Congresswoman Anna G. Eshoo
This session will provide an update on current legislative initiatives with the potential to significantly impact the ever-growing healthtech sector. We will honor Congresswoman Anna G. Eshoo with the Phoenix Lifetime Leadership Award for her dedication to innovation in the industry.

Moderator:
Mark Leahey, President & CEO, Medical Device Manufacturers Association

Panelists:
Congresswoman Anna G, Eshoo, California’s 16th Congressional District
Josh Makower, Director, Stanford Byers Center for Biodesign

11:10 – 11:50 a.m.

Town Hall:  What’s On Your Mind?
After two days discussing issues that matter to you as company builders, investors, and corporate partners, we will still have more to explore together as we navigate one of the most dynamic periods in our sector’s history. Our panel of industry veterans will share their ideas and points of view, but we really want to hear from you!  So please come ready to tee up issues you’d like to discuss and be prepared to engage with your peers as we efficiently unpack a variety of topics.

Moderators:
Mike Carusi, General Partner, Lightstone Ventures
Andrew Cleeland, CEO, Fogarty Institute
Amrinder Singh, Partner, Vensana Capital
Leslie Trigg, Chair & CEO, Outset Medical

11:50 a.m. – 1:00 p.m.

Networking Lunch

1:00 – 2:00 p.m.

Afternoon break

2:00 p.m.

Planned Social Program and Leisure Activities

Golf Tournament:
Half Moon Bay Golf Link, The Ocean Course

Opening in 1997, this unique course was designed by renowned golf architect Arthur Hills in traditional “Links style” design. You’ll leave the clubhouse on the first hole and not return until hole 18. While views of the Pacific can be found on nearly every hole, it is the final three holes that truly set the course apart. From an elevated perch, the 16th hole kicks off the oceanside homestretch with magnificent views in all directions. This challenging par-four leads to the blufftop 17th, which some compare to Pebble Beach’s famous 7th. Finally, after teeing off over Cañada Verde Creek canyon, you’ll finish on the oceanside 18th hole to the base of the incomparable Ritz-Carlton, Half Moon Bay.

Ranked in the 2023 Top 12 California oceanside courses by Links Magazine.

*Note: Golf participants need to dress accordingly, as tee times range from 11:30 a.m. – 12:45 p.m. Arrive at the club house 15 minutes prior to tee time to pick up lunch boxes & settle in with your foursomes. Foursomes will be announced on-site.

 Half Moon Bay Coastal Bike Tour:
Take a leisurely, scenic ride along Half Moon Bay’s coastal trail, led by experienced guides who provide insightful information about the area and history of Half Moon Bay. Relax as we “coast” along, taking in views of the vast Pacific Ocean, native wildflowers, and unique coastal wildlife. The tour departs from the property after each guest is equipped with a mountain bike.

 Mindfulness Meditation:
Mindfulness meditation is an ancient practice through which we learn how to be present in our body-mind. It asks us to pay attention to the present moment with non-judgment and unleash our natural curiosity about the workings of the mind. We will approach our experience with warmth and kindness, both to ourselves and others. Join us for a session to learn how to practice mindfulness meditation.

 Phoenix Conference Love-Love Medtech Tennis Classic:
A casual, round-robin format tennis event featuring rotating mixed doubles teams. We’ll figure out the pairings, bring the cocktails and even a radar gun for some fun out on the courts.

6:30 p.m.

The Phoenix Hall of Fame Reception & Dinner
Sponsored by HSBC

Please join us in celebrating with the recipients of the Phoenix Hall of Fame for Medical Device & Diagnostic Leadership 2024.

Friday, October 25

8:00 – 10:00 a.m.

Networking Breakfast
Join fellow attendees for a drop-in networking breakfast before departing for travel.