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.
10:00 a.m.
Departure
Fellow CEOs depart with new insights gained from Phoenix 2024.
Steering Committee 2023
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
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
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
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
Executive of the Year Award
2014 Tim Ring, CEO, C.R. Bard
Innovator Award
2023 WINNER: Inceptus Medical’s Bob Rosenbluth & Brian Cox
2022 Mir Imran
2019 Csaba Truckai
2018 Stan Rowe and Stan Rabinovich
2017 Forsight Labs’ Angela Macfarlane and Gene de Juan
2016 Fred Khosravi
2015 The Foundry – 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 and William New, Jr., Ph.D.
2008 Albert Starr, M.D.
Lifetime Achievement Award
2023 WINNER: Casey McGlynn
2022 Paul Yock
2019 Tom Prescott
2018 Intuitive Surgical’s Lonnie Smith and 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
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
Sponsors
Gold
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.
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.
Silver
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 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.
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.
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.
Kadiko is a growing 40-person business transformation agency powered by thinkers, potential seekers, artists, and truth seekers. We exist to transform your business across start-up, commerce, and growth, with a keen eye for modern strategy and design. Kadiko has worked with more than 200 brands and won more than 115 awards for our work. Visit the new website at Kadiko.com to learn more.
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.
Organizers-22
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 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 | ||
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 |
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.
Phoenix Home
Ritz-Carlton Half Moon Bay
Half Moon Bay, California
October 23-25, 2024
The 29th 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.
This is an invite-only event.
When
Wednesday, October 23, 2024 –
Friday, October 25, 2024
Where
Ritz-Carlton Half Moon Bay
1 Miramontes Point Road
Half Moon Bay, California
Conference Fee: $2,095
Accommodations:
For room reservations, please contact the Ritz-Carlton Half Moon Bay at (888) 293-0524 and reference The Phoenix Conference or click here. Your conference rate is $445 and is guaranteed until September 27, 2024, pending room availability. Reservation requests made after the cutoff date will be confirmed on a space and rate available basis.
Cancellations:
For a refund, the cancellation must be made by October 4, 2024 through the registration modification link provided in your confirmation email. Any cancellations after the deadline must be sent via email to ningram@wsgr.com for special consideration. There is no guarantee that a refund will be issued after the cancellation deadline.