Steering Committee 2025
Charlie Attlan
Senior Vice President, New Business Development, Corporate Strategy and Portfolio
Boston Scientific
Chris Eso
Vice President, Global Head of Corporate and Business Development, M&A and Ventures
Medtronic
Steering Committee 2024
Charlie Attlan
Senior Vice President, New Business Development, Corporate Strategy and Portfolio
Boston Scientific
Chris Eso
Vice President, Global Head of Corporate and Business Development, M&A and Ventures
Medtronic
Agenda
Wednesday, October 7
Optional Pre-Conference Activities
8:00 a.m. – 2:00 p.m.
The (Real) Phoenix Open: Golf at Grayhawk Golf Club
While a little less raucous than the other Phoenix Open, this event will be a great opportunity to tee it up with your fellow attendees at another prominent Scottsdale golf venue. Grayhawk Golf Club has hosted both PGA events and NCAA golf championships, and its Fazio-designed Raptor course offers a classic desert golf experience in a beautiful setting. Sign up individually or else feel free to suggest your preferred playing partner(s), and we’ll let you know your foursome and tee time prior to the event. Grayhawk is a short drive from the Grand Hyatt Resort, and arranged shuttles will be available to get you to and from the course.
8:00 – 9:30 a.m. tee times
Shuttle times:
Grand Hyatt Resort Scottsdale to Grayhawk Golf Club – 7:00 a.m. & 8:00 a.m.
Grayhawk Golf Club to Grand Hyatt Resort – 1:30 p.m. & 2:30 p.m.
8:00 a.m. – 12:00 p.m.
Guided Hike and Brunch
Kick off your morning with a scenic hike through breathtaking desert landscape. This easy-to-moderate trail winds through iconic saguaro cacti, rugged boulder formations, and open terrain — all in the cool of the morning. The early start means comfortable temperatures and golden light, perfect conditions for a refreshing two-hour adventure. Cap it off with a well-earned Hikers Brunch to celebrate the morning’s adventure. Sturdy athletic shoes, a water bottle, and sunscreen are recommended. All fitness levels welcome.
2026 Phoenix Conference
3:00 p.m. – 7:00 p.m.
Registration
4:00 p.m. – 4:30 p.m.
Medtech by the Numbers: Key Trends in Financings, M&A and IPOs, and Financial Returns
The financing and exit environment for medical device companies is dynamic to say the least. Close observers of the industry, who have collected and analyzed their own proprietary data, will discuss the current state of medtech investing in private companies as well as the recent trends in M&A, IPOs, and financial returns.
4:30 – 5:30 p.m.
The Great Debate: Bull vs. Bear
A group of panelists will take a “tastes great/less filling” approach to debate a variety of topics across the industry. Topics could include early vs. late stage investing, the importance of robotics, the impact of AI on medtech, etc. The session will also solicit input from conference attendees on potential topics of discussion. Panelists will be “forced” to take a pro or con position.
6:00 – 9:00 p.m.
Welcome Reception & Dinner
Join us on the lawn for the social kick-off of the 2026 Phoenix Conference.
9:00 p.m.
Nightcaps & Networking
For those looking for a bit more camaraderie, join fellow attendees and gather at the lobby bar and patio.
Thursday, October 8
7:00 – 8:00 a.m.
Networking Breakfast and Juice Bar
8:00 – 8:45 a.m.
View from DC – Medtech State of Play in Regulatory and Reimbursement
What’s next for medtech innovation in Washington? This panel will explore the latest federal policy and reimbursement developments impacting medical devices, including emerging legislation for Breakthrough Devices, evolving CMS and FDA initiatives, and creative strategies companies are using to secure coverage, payment, and adoption in an increasingly complex environment.
8:45 – 9:30 a.m.
Cracking the Code: Selling Medtech into Hospitals in 2026
A practical discussion of how medtech companies navigate the complex, often opaque hospital buying process. Panelists will share real-world lessons on what actually drives adoption, where companies struggle, and how to build a repeatable sales playbook in today’s increasingly economically driven environment.
9:30 – 10:00 a.m.
Break
10:00 – 10:45 a.m.
Radical Capital Efficiency – Is There a Leaner Way?
‘Everything costs more and takes longer’ can become a self-fulfilling prophecy. Is there a leaner way? Executives and investors will share lessons learned and tangible case studies in capital efficiency. We will discuss geographic strategies, infrastructure and resource mix, efficient org charts, how to drive an ownership mindset across the cap table, and AI as enabler of capital efficiency.
10:45 a.m. – 11:30 a.m.
“If Only I Had Known…”: Hard-Won Lessons from Seasoned Medtech CEOs
Building a successful medtech company is rarely a straight line. In this candid discussion, experienced CEOs share the decisions they would rethink, the surprises they didn’t see coming, and the lessons that fundamentally changed how they operate. From financing and team building to company strategy and exits, this session distills practical advice for navigating the realities of building and scaling a medical technology company.
11:30 a.m. – 12:30 p.m.
Networking Lunch
Planned Social Program and Leisure Activities
12:30 – 5:30 p.m.
Phoenix Pickleball Open
Whether you’ve never picked up a paddle or you’re a local legend, join us for a fun afternoon playing the country’s fastest growing sport. We’ll provide the courts, the equipment, and the first-aid kits – you simply bring your game. We plan to split players into three groups – Beginner, Intermediate, Advanced – with each group playing for approximately 75 minutes. Beginners will learn the game with the help of a pro, while Intermediate and Advanced groups will be paired up for tournament play, with the winners taking home some prize money for their favorite charities.
2:30 – 4:30 p.m.
Phoenix Cornhole Jamboree
This activity has something for everyone. While cornhole (aka “bags”) will be the main attraction, we’ll also set up a few other classic backyard games for you to try. This will all take place in the same location as the Pickleball Open and will be held in a casual, drop-in format, so stop by whenever you can, grab a refreshment, meet some new friends, and have a little fun before the watch party.
1:00 – 4:00 p.m.
The Phoenix School of Rock
Back for its second year, the Phoenix Conference is proud to present another special performance by the Phoenix School of Rock Band at the Hall of Fame dinner. You can participate as a musician or a performer in the rehearsal of popular songs with lyrics re-written with a medical device theme. Anyone from professional musicians to the simply curious are encouraged to join.
4:30 – 5:30 p.m.
Paddles & Pints: Phoenix Pickleball Open Finals Watch Party
Nothing better than watching amateur athletes sweat the pressure while they battle it out for pride and (charity) prize money, so let’s bring a center court atmosphere to the Pickleball Open Finals. We’ll have music, drinks, cornhole and other games, and of course, what should be some highly entertaining pickleball. The finals of both the Intermediate and Advanced tournaments will be held side-by-side, with the winners taking home the trophies along with some dollars for their favorite causes.
5:30 – 6:30 p.m.
Pre-Reception Break
6:30 – 9:30 p.m.
The Phoenix Hall of Fame Reception & Dinner
For 30 years, the Phoenix Conference has recognized exceptional medtech leaders. This year’s Lifetime Achievement Award winner will stand shoulder-to-shoulder with other luminaries who made significant and lasting impact on the industry over the course of their careers. The 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 us in celebrating the 2026 Phoenix Hall of Fame award recipients — and enjoy a special performance by the Phoenix School of Rock Band!
9:30 – 10:30 p.m.
After-Dinner Networking Reception
Join in post dinner cocktails & desserts while congratulating this year’s award recipients.
Friday, October 9
7:00 – 8:00 a.m.
Networking Breakfast and Juice Bar
8:00 – 9:00 a.m.
The Phoenix Hall of Fame Lifetime Achievement Award Interview
The 2026 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 for an interview with this year’s honoree.
9:00 – 10:00 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.
10:00 a.m.
Conference Close & Departure
Thank you for joining us for Phoenix 2026. We hope that you depart with deeper relationships, new friends, and practical insights that will be helpful to you and your business. We hope to see you back next year!
Steering Committee 2023
Charlie Attlan
Senior Vice President, New Business Development, Corporate Strategy and Portfolio
Boston Scientific
Organizers
Lightstone Ventures is a global venture capital firm investing in biotech and medtech companies pioneering big ideas poised to transform patient outcomes. We were founded in 2012 to empower visionary entrepreneurs with the resources and operational guidance necessary to bring their innovative therapeutics and technologies to the patients who need them most. Our investment team has led deals resulting in 19 acquisitions and 20 initial public offerings over the last two decades. The firm has offices in Boston, Mass., Menlo Park, Calif., and Dublin, Ireland. For more information, please visit www.lightstonevc.com.
MedTech Strategist, a leading information and investment conferences provider focused exclusively on the rapidly evolving global medical device industry, is led by managing partners and co-editors-in-chief David Cassak and Stephen Levin, along with a seasoned editorial team and staff. With more than 100 years of combined experience, our team provides our community with both breadth and depth in our industry publication, MedTech Strategist, and access to unparalleled connections at our global investment and partnering conferences. In addition, the MedTech Strategist Community Blog complements the strategic medtech industry coverage that our publication is known for, with candid video interviews and short perspective articles focusing on the people and the passionate innovation behind the most exciting trends in the global device space. Think Strategically. Join Our Community. www.medtechstrategist.com
PricewaterhouseCoopers’ (PwC’s) PwC’s Pharmaceutical and Life Sciences Industry Group is dedicated to delivering effective solutions to the complex strategic, operational and financial challenges facing pharmaceutical, biotechnology and medical device companies. We provide industry-focused assurance, tax and advisory services to build public trust and enhance value for our clients and their stakeholders. More than 195,000 people in 157 countries across our network of firms share their thinking, experience and solutions to develop fresh perspectives and practical advice.
Vensana Capital is a venture capital and growth equity investment firm dedicated to partnering with entrepreneurs who seek to transform healthcare with breakthrough innovations in medical technology. Founded in 2019, Vensana has approximately $1 billion in capital under management and is actively investing in development and commercial stage companies across the medtech sector, including medical devices, data science-oriented solutions, life science tools & diagnostics, and tech-enabled services. Vensana’s investment team has a history of successfully partnering with entrepreneurs behind industry-leading companies, including Artelon, Cameron Health, CardiAQ, Cartiva, CV Ingenuity, Epix Therapeutics, Inari Medical, Intact Vascular, Lutonix, Neuwave Medical, Personal Genome Diagnostics, Relievant Medsystems, Sequent Medical, Topera, Ulthera, Veran Medical Technologies, Vertiflex, and Vesper Medical. Learn more at www.vensanacap.com.
Wilson Sonsini Goodrich & Rosati is the premier provider of legal services to life sciences, technology, and growth enterprises worldwide. The firm is nationally recognized as a leader in corporate governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, joint ventures and strategic alliances, and technology licensing and other intellectual property transactions. Over the past two decades, Wilson Sonsini Goodrich & Rosati has developed an integrated life sciences practice specifically focused on addressing the business and legal issues facing life sciences companies. We advise a large number of pharmaceutical, biotechnology, diagnostic, medical device, and healthcare information and services companies at all stages of development. In addition to the new Boston location, Wilson Sonsini Goodrich & Rosati has offices in Austin; Beijing; Brussels; Hong Kong; Los Angeles; New York; Palo Alto; San Diego; San Francisco; Seattle; Shanghai; Washington, D.C.; and Wilmington, DE. For more information, please visit www.wsgr.com.
Hall of Fame
Lifetime Achievement Award
2025 WINNER: Bess Weatherman
2024: Stephen Oesterle
2023 Casey McGlynn
2022 Paul Yock
2019 Tom Prescott
2018 Lonnie Smith & Gary Guthart
2017 Keith Grossman
2016 William Link, Ph.D.
2015 Mike Mussallem
2014 No award given in this category
2013 No awards – celebrated 20th anniversary
2012 Norman R. Weldon, Ph.D.
2011 Richard Meelia
2010 Bob Anderson
2009 Dane Miller
2008 Kyphon Team: Richard Mott, Dr. Mark Riley,
Arie Scholten, & Dr. Karen Talmadge
2007 David Chonette
2006 Ronald W. Dollens
2005 Robert W. Croce
2004 John W. Brown
2003 Bill George
2002 Ron Matricaria
2001 Raymond Williams, Jr. & Robert Reiss
2000 Arnold Beckman
1999 Peter Nicholas
1998 John Simpson, M.D.
1997 Thomas Fogarty, M.D.
Most Promising New Product Award
2023 WINNER: GammaTile Therapy by GT Medtech
2022 Relievant: The Intracept® System
2019 Inari Medical: FlowTriever
2018 Willow: The Willow Pump
2017 Cartiva: Synthetic Cartilage Implant
2016 NeoTract: UroLift System
2015 Neuropace: RNS Neurostimulator
2014 St. Jude Medical: Nanostim
2013 No awards – celebrated 20th anniversary
2012 Neuronetics: NeuroStar TMS Therapy System
2011 CardioMEMS: Wireless Heart Failure Management System
2010 Asthmatx Inc.: Alair® Bronchial Thermoplasty System
2009 Novasys Medical: Renessa
2008 Acclarent: Balloon Sinuplasty Technology
Executive of the Year Award
2014 Tim Ring, CEO, C.R. Bard
Innovator Award
2025 WINNER: Amar Sawhney
2024 Howard Levin & Mark Gelfand
2023 Bob Rosenbluth & Brian Cox
2022 Mir Imran
2019 Csaba Truckai
2018 Stan Rowe & Stan Rabinovich
2017 Angela Macfarlane & Gene de Juan
2016 Fred Khosravi
2015 Mark Deem & Hanson Gifford
2014 No award given in this category
2013 No awards – celebrated 20th anniversary
2012 David C. Auth, Ph.D.
2011 Robert Fischell
2010 Stuart Edwards
2009 Jack Lloyd & William New, Jr., Ph.D.
2008 Albert Starr, M.D.
2007 Rodney Perkins, M.D.
2006 Julio C. Palmaz, M.D.
2005 Paul Yock, M.D.
2004 Alfred Mann
2003 Earl Bakken
Emerging Growth Company Award
2023 WINNER: Procept Biorobotics
2022 ShockWave Medical Inc.
2019 Silk Road Medical
2018 NeoTract
2017 Zeltiq Aesthetics
2016 Glaukos
2015 Intersect ENT
2014 AccessClosure
2013 No awards – celebrated 20th anniversary
2012 Volcano Corporation
2011 Ardian
2010 Acclarent
2009 CoreValve
2008 SurgRx
Phoenix Lifetime Leadership Award
2024 WINNER: Congresswoman Anna G. Eshoo
Steering Committee 2022

Charlie Attlan
Senior Vice President, Corporate Strategy and Business Development
Boston Scientific

Todd Brinton
Chief Scientific Officer & Corporate Vice President
Edwards Lifesciences

Chris Cleary
Vice President Corporate Development
Medtronic, Inc.

Chris Eso
Vice President, Business Development & Strategy, CardioVascular Portfolio & SH&A
Medtronic

Townsend Goddard
Senior Vice President, Global Head of Business Development
Olympus

Doug Godshall
CEO
Shockwave

Keith Grossman
Chairman and CEO
Nevro

Oliver Keown
Managing Director
Intuitive Ventures

Ashley McEvoy
Executive Vice President, Worldwide Chairman, Medical Devices
Johnson & Johnson

Stacey Pugh
COO
Butterfly Network

Erica Rogers
President & CEO
Silkroad Medical

Martha Shadan
Board Chair
Brilliant Therapeutics

Leslie Trigg
Chair & CEO
Outset Medical

Lisa Wipperman Heine
Board of Directors
Gradient Denervation Technologies
Supporters
Alliant’s Life Science and Medical Products Specialty Group serves clients in every state and in many foreign countries because Alliant team members deliver cost-effective solutions that optimize overage and meet the specific needs of life science companies. Providing coverage audit, insurance/asset protection and risk management services to hundreds of life science manufacturers and distributors; Alliant clients include public and private companies with operations ranging from startups conducting clinical trials to extensive global manufacturing & distribution. Ranking among the 15 largest U.S. insurance brokerages; Alliant provides property & casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 20,000 specialized clients.
Arboretum Ventures is a venture capital firm specializing in the healthcare sector. Founded in 2002, the firm has raised $1 billion in capital across its funds with its most recent Fund VI closing in 2023 at $268 million. Arboretum focuses on capital‐efficient investment opportunities in medical devices, life science tools & diagnostics, tech‐enabled care delivery, and pharma adjacencies. Arboretum’s guiding vision is to identify transformative healthcare companies developing novel solutions to significant healthcare issues that simultaneously reduce cost and improve outcomes. For information, visit www.arboretumvc.com.
Credo 180 is a debt advisory firm with expertise in the life science and health care industries. Since our founding in 2006, we have advised on over $6 billion in financings for companies at all stages, including pre-commercial, early/mid commercial and late stage/buyout. For more information visit www.credo180.com.
The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Guggenheim Securities is a full service advisory firm with capabilities across Mergers & Acquisitions, leveraged finance, structured products, restructuring and public / private capital raising. The Medical Device team focuses exclusively on M&A, including sellside and buyside advisory.
Heidrick & Struggles (Nasdaq: HSII) is a premier provider of global leadership advisory and on-demand talent solutions, serving the senior-level talent and consulting needs of the world’s top organizations. In our role as trusted leadership advisors, we partner with our clients to develop future-ready leaders and organizations, bringing together our services and offerings in executive search, diversity and inclusion, leadership assessment and development, organization and team acceleration, culture shaping and on-demand, independent talent solutions. Heidrick & Struggles pioneered the profession of executive search more than 70 years ago. Today, the firm provides integrated talent and human capital solutions to help our clients change the world, one leadership team at a time.
HSBC USA, N.A. and its subsidiaries, offers a full range of traditional banking products and services to individuals, including high net worth individuals, small businesses, corporations, institutions and governments. HSBC Innovation Banking is a new dedicated banking practice, focused on the innovation economy, providing expert knowledge to support a broad range of technology, life science and healthcare companies and their investors.
J.P. Morgan Commercial Banking Services provide credit, financing, treasury and payment solutions to help your business succeed. We also offer best-in-class commercial real estate services for investors and developers.
McDermott + Bull is leading the way in transforming executive search services worldwide, one relationship at a time. With experienced principals in the United States, Canada, and Europe, McDermott + Bull has become the trusted retained search advisor for empowering change on behalf of private and public companies, private equity firms, and their operating companies. Known for being thorough and balancing the need for urgency, McDermott + Bull provides personalized solutions to those who value contribution over pedigree. Leveraging deep vertical experience, innovative thinking and proven time-saving methodologies the company challenges the norm and thrives in the recruitment of difficult-to-find, culture critical VPto C-Suite executive talent.
Morgan Stanley is a leading global multinational investment bank and financial services firm. Tracing its roots to 1935, the company operates in 42 countries with over 80,000 employees. It serves corporations, governments, institutions, and individuals through three core business segments. Morgan Stanley’s integrated approach to raising, managing and allocating capital allows the firm to deliver the breadth and depth of its expertise to clients. Morgan Stanley offers timely, strategic solutions that help individuals, institutions and companies discover possibilities and unlock potential. For further information about Morgan Stanley, please visit www.morganstanley.com.
Perella Weinberg is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The Firm offers a wide range of advisory services to clients in some of the most active industry sectors and global markets. With approximately 700 employees, Perella Weinberg currently maintains offices in New York, London, Houston, San Francisco, Paris, Los Angeles, Chicago, Calgary, Denver, and Munich. The financial information of Perella Weinberg herein refers to the business operations of PWP Holdings LP and Subsidiaries.
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Limited, authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.
Santé invests at the leading edge of innovation in Healthcare and Technology. We manage over 800 million dollars of capital in two separate strategies. Santé Ventures invests in innovative, early-stage healthcare companies across the Biotech, Medtech, and Healthtech industries. Santé Capital leverages state-of-the-art machine learning in combination with proven investment expertise to produce attractive risk-adjusted returns in a systematic public equity strategy. https://sante.com
Savills is the leading commercial real estate firm in North America, specializing in occupier services and tenant representation. In 2021, Savills enhanced its real estate solutions for life sciences companies through the acquisition of T3 Advisors. Our combined team of former operators, scientists, and life sciences focused brokers are familiar with the inner workings of various types of labs and the people that run them. Acting as an extension of our clients’ teams, they will help translate scientific complexities into efficient facility requirements while optimizing for talent and cost. For more information check out Savills Life Sciences Overview or please contact us at lifesciences@savills.us.
True is a global talent management platform renowned for executive search excellence. The sixth largest in its industry, True leverages 10+ years of industry data, market insights and talent lifecycle expertise to help companies make high-impact talent decisions quickly. Products and services include True Search.
Organizers-22
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MedTech Strategist, a leading information and investment conferences provider focused exclusively on the rapidly evolving global medical device industry, is led by managing partners and co-editors-in-chief David Cassak and Stephen Levin, along with a seasoned editorial team and staff. With more than 100 years of combined experience, our team provides our community with both breadth and depth in our industry publication, MedTech Strategist, and access to unparalleled connections at our global investment and partnering conferences. In addition, the MedTech Strategist Community Blog complements the strategic medtech industry coverage that our publication is known for, with candid video interviews and short perspective articles focusing on the people and the passionate innovation behind the most exciting trends in the global device space. Think Strategically. Join Our Community. www.medtechstrategist.com | |
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Lightstone Ventures was founded in 2012 by the General Partners and other key members of the life science teams of Advanced Technology Ventures (ATV) and Morgenthaler. The firm was formed to capture the upside of investing in breakthrough life science companies during a time of unique opportunity in the space. With strategic insight and a proven strategy, we are well-positioned to continue to find unique investments and drive life science innovation for patients. Members of the Lightstone team manage a portfolio of more than 40 medical device and biotechnology companies across the ATV and Morgenthaler legacy funds. The Lightstone team members have been involved in several of the largest, venture-backed life science exits over the last decade including: Acceleron (XLRN), Access Closure, Acclarent, Ardian, Avidia, Cabochon, Calithera (CALA), Five Prime (FPRX), Flex Pharma (FLKS), FoldRx, Hypnion, MicroVention, Plexxikon, Portola (PTLA), Proteolix, Threshold, and Zeltiq (ZLTQ). Lightstone has offices in Boston MA, Boulder CO, Menlo Park CA and Dublin, Ireland | |
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NEA is a global venture capital firm focused on helping entrepreneurs build transformational businesses across multiple stages, sectors and geographies. With more than $13 billion in committed capital, the firm invests in information technology and healthcare companies at all stages in a company’s lifecycle, from seed stage through IPO. NEA’s long track record of successful investing includes more than 195 portfolio company IPOs and more than 320 acquisitions. For additional information, visit www.nea.com | |
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PricewaterhouseCoopers’ (PwC’s) PwC’s Pharmaceutical and Life Sciences Industry Group is dedicated to delivering effective solutions to the complex strategic, operational and financial challenges facing pharmaceutical, biotechnology and medical device companies. We provide industry-focused assurance, tax and advisory services to build public trust and enhance value for our clients and their stakeholders. More than 195,000 people in 157 countries across our network of firms share their thinking, experience and solutions to develop fresh perspectives and practical advice. |
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Vensana Capital is a venture capital & growth equity investment firm dedicated to partnering with entrepreneurs who seek to transform healthcare with breakthrough innovations in medical technology. Launched in 2019 by Kirk Nielsen and Justin Klein, Vensana is actively investing in late development and commercial stage companies across the medtech sector, including medical devices, diagnostics, drug delivery, digital health, and tech-enabled services. | |
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Wilson Sonsini Goodrich & Rosati is the premier provider of legal services to life sciences, technology, and growth enterprises worldwide. The firm is nationally recognized as a leader in corporate governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, joint ventures and strategic alliances, and technology licensing and other intellectual property transactions. Over the past two decades, Wilson Sonsini Goodrich & Rosati has developed an integrated life sciences practice specifically focused on addressing the business and legal issues facing life sciences companies. We advise a large number of pharmaceutical, biotechnology, diagnostic, medical device, and healthcare information and services companies at all stages of development. In addition to the new Boston location, Wilson Sonsini Goodrich & Rosati has offices in Austin; Beijing; Brussels; Hong Kong; Los Angeles; New York; Palo Alto; San Diego; San Francisco; Seattle; Shanghai; Washington, D.C.; and Wilmington, DE. For more information, please visit www.wsgr.com |
Agenda-2023
Wednesday, October 11
3:00 – 7:00 p.m.
Registration
4:00 – 6:00 p.m.
Women’s Reception
Featured Panel: Medtech’s Hidden Figures – Open to all conference attendees
There’s a lot that goes on behind the scenes to bring novel medtech innovations to patients. Engage with women leaders creating value in our ecosystem through effective strategies for clinical evidence generation, reimbursement & market access, and building the next generation of great medtech companies.
Moderator:
Lisa Wipperman Heine, Nyra Medical
Panelists:
Mary Hailey, Relievant Medsystems, Inc.
Jinny Lee, Edwards Lifesciences
Stacey Pugh, Endogenex
6:00 – 9:00 p.m.
Cocktail Reception & Welcome Dinner
Sponsored by Piper Sandler
Thursday, October 12
7:00 – 8:00 a.m.
Registration & Breakfast
8:00 – 8:40 a.m.
How Medtech Leaders Manage Company Building in a Constrained Environment
In today’s environment, company leaders are being challenged to guide their organizations amidst an array of constraints, including balancing growth and profitability, managing new expectations in workforce culture, and navigating dynamic capital markets. This panel delves into the strategies employed by visionary executives to foster innovation, build and support teams, and achieve near- and long-term strategic initiatives.
Moderator:
Cynthia Yee, Vensana Capital
Panelists:
Charlie Attlan, Boston Scientific
Andrew Cleeland, Fogarty Innovation
8:40 – 9:20 a.m.
Medtech Moneyball: Leveraging Real-World Data to Optimize Product Portfolios, Clinical Trials, Reimbursement, and Commercial Execution
Over the past decade there has been an explosion in the availability and accessibility of real world data that provides new and important insights on healthcare delivery across payers, providers, and patients. Despite the big data hype and its transformational potential, medtech companies are still in the early stages of learning how to apply these data and insights to meaningfully improve their day-to-day operations. On this panel, you’ll hear from several leading medtech executives who are leveraging real world data to enhance their capabilities and execution around product portfolios, clinical trials, reimbursement, and commercial execution.
Moderator:
Greg Banker, Vensana Capital
Panelists:
Sumaira Macdonald, Silk Road Medical
James Min, Cleerly
Aaron Smith, Artelon
9:20 – 9:40 a.m.
Networking Break
9:40 – 10:10 a.m.
Fireside Chat: Ashley McEvoy (Executive Vice President, Worldwide Chairman, MedTech at Johnson & Johnson) and Lisa Earnhardt (Executive Vice President, Medical Devices at Abbott)
10:10 – 10:50 a.m.
Generative AI – The Medtech Revolution
Generative AI is already here and its commercial benefits are rapidly emerging. Forward-thinking medtech companies are currently leveraging AI to find new ways of identifying business development opportunities, exploring adjacencies, and monitoring the market to understand where complementary opportunity for innovation might exist.
Join strategic industry thinkers, innovators and AI experts as we explore how the med tech ecosystem is expected to shift and how innovative companies can differentiate themselves to take advantage of the new opportunities presented by generative AI.
Moderator:
Elena Pretto, PwC
Panelists:
Ali Alemozafar, Wilson Sonsini
Tak Cheung, NEA
Don Crawford, Corvista Health
Tyler Mansfield, PwC
Siddarth Satish, Stryker
10:50 – 11:30 a.m.
Tapping the FDA: A Discussion of the FDA’s Total Product Lifecycle Advisory Program (TAP)
FDA’s newly established TAP program has been established to help spur more rapid development as well as more rapid and widespread patient access to safe, effective, and high-quality medical devices of public health importance. TAP’s intent is to advise companies on commercialization related issues, including reimbursement. In this session, individuals from FDA will discuss the goals and specifics of this program. Other participants across the innovation ecosystem will also weigh in on the opportunities and challenges that TAP is likely to provide/encounter.
Moderator:
Mike Carusi, Lightstone Ventures
Panelists:
Doug Kelly, FDA CDRH
Josh Makower, Stanford Byers Center for Biodesign
Michelle Tarver, FDA CDRH
11:30 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 Old Course
Opening in 1973, The Old Course is an American classic designed by Arnold Palmer and Francis Duane. A lush parkland links design, features distinguishing edges and corridor views of the Pacific. The Old Course finishes at one of the highest ranked holes in the world—the 405-yard par four 18th hole that culminates on a bluff with dazzling coastal vistas. At 7,001 yards, this parkland style Bay Area golf course has played host to numerous U.S. Open Qualifiers, commands strength, strategic tee shots and will test all facets of your game.
*Note: Golf participants need to dress accordingly, as tee times range from 11:30 a.m. – 12:40 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, and Awards Ceremony
Sponsored by HSBC
The Phoenix Hall of Fame for Medical Device & Diagnostic Leadership will honor the accomplishments of companies and individuals in the following categories:
- Most Promising New Product Award
- Emerging Growth Company Award
- Phoenix Innovator Award
- Lifetime Achievement Award
Please join us in honoring the recipients of the Phoenix 2023 Awards.
Friday, October 13
7:30 – 8:30 a.m.
Registration & Breakfast
8:30 – 9:10 a.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.
Presenter:
Jon Norris, HSBC
9:10 – 9:50 a.m.
Cardiovascular M&A: Strategies for Inorganic Innovation and Growth in Medtech’s Most Dynamic Category
Cardiovascular medicine stands at the forefront of innovation and life-saving advancements, and no medtech sector receives more investor or strategic interest. Even against this exuberant backdrop, cardiovascular business development has been particularly notable of late, highlighted by J&J’s bold return to the category via its $16B acquisition of Abiomed. This panel of business development leaders will explore the strategic considerations, opportunities, and challenges that characterize deal activity in the cardiovascular field.
Moderator:
J.P. Peltier, Piper Sandler
Panelists:
Chris Eso, Medtronic
Finn Haley, Edwards Lifesciences
Jennifer Kozak, Johnson & Johnson
9:50 – 10:10 a.m.
Networking Break
10:10 – 10:50 a.m.
Lifetime Achievement Award Winner
This year’s honoree will stand shoulder to shoulder with past luminaries, as previous Lifetime Achievement Award winners include Tom Fogarty, John Simpson, Bill George, and John Brown. Over a career that spanned decades, Casey McGlynn established himself as the leading lawyer to the medtech industry, and served as a critical advisor to hundreds of companies, both large and small, public and private. At this year’s Phoenix Conference, we pay tribute to Casey in recognition of the contributions he’s made to this industry.
Join David Cassak of the Medtech Strategist in a discussion with Casey McGlynn, in which he will discuss his career path that led to his honor.
10:50 a.m. – 11:30 a.m.
Charting the Course: MDIC Panel on Early-Stage Clinical Development
Today’s early-stage innovators face an array of considerations in charting their course to generate clinical evidence with results that are both informative and efficient. Where should we go internationally? Are we a good candidate to consider FDA’s Early Feasibility Study pathway? What questions are we trying to answer, and at what stages of our evidence generation plans? With the support of members from the Medical Device Innovation Consortium (MDIC), this panel brings together regulatory and clinical trial leaders, policymakers, and entrepreneurs to discuss early medical device development, including optimizing first-in-human experience, navigating the FDA’s Early Feasibility Study program, and streamlining the management of clinical trial sites. We’ll explore the challenges, opportunities and latest policy initiatives that influence early-stage innovation and the strategies for clinical evidence generation to support FDA approval and reimbursement coverage.
Moderator:
Justin Klein, Vensana Capital
Panelists:
Conor Hanley, FIRE1
Mark Pacyna, Reprieve Cardiovascular
Jaime Walkowiak, Temporis Consulting
11:30 a.m. – 12:10 p.m.
Fireside Chat: Commercial Banking Post Crisis
David Sabow is currently the Head of Technology & Healthcare at HSBC, but he also previously spent nearly 11 years with SVB and most recently led their North America Technology and Healthcare practice until the collapse earlier this year. Join us in a fireside chat with David as we get an on-the-ground look at the events that transpired, explore how the commercial banking landscape has evolved post-crisis, and discuss how medtech startups should think about their commercial banking relationships and funding sources moving forward.
Moderator:
Tiffany Le, NEA
Panelist:
David Sabow, HSBC
12:10 p.m.
Departure
Fellow CEOs depart with new insights gained from Phoenix 2023.































