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.

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