Organizers
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
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
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
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 & 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.
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
Most Promising New Product Award |
Innovator Award |
| 2022 WINNER: The Intracept® System by Relievant
2019 Inari Medical: FlowTriever |
2022 WINNER: Mir Imran
2019 Csaba Truckai |
Emerging Growth Company Award |
Lifetime Achievement Award |
| 2022 WINNER: ShockWave Medical Inc.
2019 Silk Road Medical |
2022 WINNER: Paul Yock
2019 Tom Prescott |
Executive of the Year Award |
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| 2014 Tim Ring, CEO, C.R. Bard | |
Steering Committee
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
Sponsors
Gold Sponsors
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, cleantech, venture capital, private equity, and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment, and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients’ success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 28 U.S. offices and international operations in China, India, Israel, and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, and SVB Private Bank.
Silver Sponsors
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.
Credo 180 Capital Partners is a financial advisory and consulting firm dedicated to procuring debt capital for both public and private companies in various stages of development. The firm has supported high growth companies for over 14 years with an emphasis in technology, healthcare and life sciences. For more information visit www.credo180.com.
Gilmartin Group is a strategic advisory firm that provides comprehensive service offerings throughout the lifespan of our client companies. We have decades of experience in Capital Markets, Investor Relations, Corporate Communications and Business Development / Strategic Advisory services. Our professionals have spent their careers on Wall Street with backgrounds in Equity Research, Investment Banking and Equity Capital Markets. We bring that experience and expertise to our clients to create durable shareholder value.
At Gilmartin, we leverage our cross-discipline experience and team approach to deliver results. We recognize that no two companies are alike, and we tailor our work-scope for the unique needs and objectives of our clients. Ways in which we partner with our clients vary – we build customized investor relations programs for emerging growth companies, large caps or micro-caps; we act as an outside strategic consultant; and we help private companies navigate Wall Street and create communications strategies. Our track record of success is fueled by our unparalleled experience and the strength of our relationships among actionable investors and industry veterans.
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.
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.
Veranex is the only truly comprehensive, global, tech-enabled service provider dedicated to the medical technology industry. Offering expert guidance from concept through to commercialization and across the development continuum, Veranex enables accelerated speed to market, controlled development costs, development risk mitigation, and accelerated market viability assessment. At every stage, Veranex customers realize efficiencies in cost and time, while our integrated and comprehensive solutions unify the entire development process. With Veranex as your end-to-end partner, you’re well-positioned to deliver the safest, most effective devices to improve outcomes to patients everywhere.
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
Wednesday, October 19 |
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| 3:00 – 7:00 p.m. | Registration | ||||||||||||
| 4:00 – 6:00 p.m. | Women’s Reception & MedTech Diversity: Progress Amid Challenges Great workplaces attract great talent; this is why investing in creating a stellar company culture can bring your organization the talent and diversity it needs to surpass the competition. This panel will provide insights about the importance of organizations’ and investor efforts to establish diversity and inclusion initiatives as sustainable and strategic ways to optimize business.
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| 6:00 – 9:00 p.m. | Cocktail Reception & Welcome Dinner Sponsored by Bank of America Merrill Lynch |
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Thursday, October 20 |
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| 7:00 – 8:00 a.m. | Registration & Breakfast | ||||||||||||
| 8:00 – 8:45 a.m. | Near Death Experiences – How Successful CEOs Navigated the Icebergs that Almost Sunk the Company The challenges that medtech companies face along the way from conception to exit are myriad, and some — a failed clinical trial, a brutal IP battle, strong skepticism/resistance from key customer groups, or missed quarterly numbers — can even be fatal. But with perseverance and the right strategy, even near-death experiences can fade into the rear-view mirror. On this panel, you’ll hear talented CEOs from very successful companies talk about the events that almost put them out of business and the strategies and tactics they used to turn a dire situation into an impressive success.
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| 8:45 – 9:30 a.m. | An Update on the Evolving Reimbursement Landscape: MCIT, TCET, CPT and Beyond… The most important issue impacting Medtech innovation today is reimbursement. There have been many proposals and some modest changes, but the process is daunting for some, and impossible for others. In this session you will hear from experts with direct experience focused on accelerating the path that breakthrough technologies take to reach patients, and get an updated perspective of what’s next for AMA CPT, and CMS’s plans with Transitional Coverage for Emerging Technologies (TCET), formerly known as Medicare Coverage of Innovative Technologies (MCIT).
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| 9:30 – 10:00 a.m. | Networking Break | ||||||||||||
| 10:00 – 10:45 a.m. | Beyond Covid We will explore providers and innovators’ views on needs, challenges, opportunities, and lessons learned on how to succeed in this new ” Beyond COVID” environment. The pandemic has accelerated major shifts in care delivery, with the increased use of telehealth and the fast expansion of remote patient monitoring. At the same time, COVID has negatively impacted providers with all-time high rates of staff burnout and lagging reimbursement levels resulting in imbalanced financials. Medtech companies and innovators have been transforming these challenges into opportunities for innovation and disruption, leading the way in solving complex provider problems. However, as companies innovate and introduce new products, services and solutions, or build care ecosystems, they will need to navigate a traditionally conservative and slower-to-adapt regulatory environment.
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| 10:45 a.m. – 11:30 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 Silicon Valley Bank, 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.
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| 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: *Note: Golf participants need to dress accordingly, as tee times range from 11:50 a.m. – 12:40 p.m. Arrive at the club house 30 minutes prior to tee time to pick up lunch boxes & settle in with your foursomes. Half Moon Bay Coastal Bike Tour: Mindfulness Meditation: Inaugural Phoenix Conference Love-Love Medtech Tennis Classic: |
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| 6:30 p.m. | The Phoenix Hall of Fame Reception, Dinner, and Awards Ceremony Sponsored by Silicon Valley BankThe Phoenix Hall of Fame for Medical Device & Diagnostic Leadership will honor the accomplishments of companies and individuals in the following categories:
Please join us in honoring the recipients of the Phoenix 2022 Awards. |
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Friday, October 21 |
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| 7:30 – 8:30 a.m. | Registration & Breakfast | ||||||||||||
| 8:30 – 9:15 a.m. | Novel Financing Models Even in the U.S. where the venture-backed model started and found its greatest success, the current state of market volatility and inflationary pressures has created a challenging financing environment. Raising capital continues to be one of the industry’s most difficult issues. In this session, we learn about funding opportunities and strategies outside traditional methods. Hear some cautionary tales and key considerations for sourcing capital in the current environment.
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| 9:15 – 10:00 a.m. | How Will MedTech Fare in a Recessionary Environment? MedTech has generally been viewed as a defensive and offensive sector, outperforming the broader index in down markets and one of the fastest to bounce back during market recoveries. However, the COVID lockdowns, labor shortages and spike in inflationary pressures have made today’s downturn unlike ones in the past. In this panel discussion, we will explore how the macro environment may impact MedTech industry growth, asset valuations, capital deployment strategies as well as the impact on the MedTech IPO and M&A markets.
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| 10:00 – 10:30 a.m | Networking Break | ||||||||||||
| 10:30 – 11:30 a.m. |
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| 11:30 – 12:30 p.m. | Washington Update: What the 2022 Midterm Elections Will Mean for Investors, Innovators and America Less than one month before voters go to the polls in what may prove to be the most consequential election in decades, veteran Washington strategists David Castagnetti (D) and Bruce Mehlman (R) will share their insiders’ handicapping of what to expect and what it will mean. |
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| 12:30 p.m. | Departure Fellow CEOs depart with new insights gained from Phoenix 2022. |
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Phoenix Home
Ritz-Carlton Half Moon Bay
Half Moon Bay, California
October 11-13, 2023
The 28th Annual Phoenix Conference will bring together top-level executives from large healthcare companies and CEOs of small, venture-backed firms for an opportunity to discuss critical issues of interest to the medical device industry today, as well as to network and gain valuable insights from both industry leaders and peers. This exclusive, two-day in-person event will provide an unrivaled experience that will help inform and shape company strategy for the years ahead.
Organizers
2022 Sponsors
Gold
Silver
