IMI INVESTMENT MANAGEMENT INSTITUTE PRESENTS Hospital & Healthcare Services Forum April 26-28, 2015 Sheraton Chicago O Hare Hotel Rosemont, IL Sponsoring Managers ************** Boyd Watterson Asset Management Brandes Investment Managers Corrum Capital Management Forester Capital LLC Merit Energy Company Nuveen Asset Management Prudential Financial, Inc. Sterling Capital Management Thomas White International TIAA-CREF Asset Management Vanguard Institutional Marketing Consultant Co-Host & Advisory Board ************** Beacon Pointe Advisors FiduciaryVest Consultants LLC Fund EvaluationGroup, LLC Marquette Associates Mercer Investment Consulting RVK Consultants Inc. Towers Watson Investment Services Inc.
IMI Hospital & Healthcare Services Forum April 26-28, 2015 Sheraton Chicago O Hare Hotel, Rosemont, IL SUNDAY, APRIL 26 TH 5:30 PM REGISTRATION (O Hare East) 6:00 COCKTAIL RECEPTION (O Hare East) 7:00 DINNER (Jackets Required) 8:15 STATE OF THE HEALTH CARE INDUSTRY KEYNOTE ADDRESS: Richard N. Foster, Ph.D. Special Advisor to University President Healthcare Innovation Yale University MONDAY, APRIL 27 TH 7:45 AM CONTINENTAL BREAKFAST (Myrick s Atrium) HOSTED SESSIONS (Rosemont Room) 8:15 WELCOME, INTRODUCTION AND OVERVIEW Russell K. Mason President Investment Management Institute 8:30 HOSPITAL DISCUSSION: LEGAL CHALLENGES OF ACA ON HOSPITALS Eric D. Hargan Shareholder Greenberg Traurig (Chicago) 9:00 MANAGER PANEL: EQUITIES Robert P. Van Den Brink, CFA Senior Vice President Fund Evaluation Group, LLC Saira Malik, CFA Managing Director Head of Global Active Equity Portfolio Management TIAA-CREF Asset Management 2
9:30 AM HOSPITAL DISCUSSION: LESSONS LEARNED: HOSPITAL M&A Facilitator: Karen Chandor, CFA, CAIA, CPWA, CFP Principal Mercer Investment Consulting 10:00 MORNING BREAK 10:15 HOSPITAL DISCUSSION: ASSET ALLOCATION Facilitator: Mark Ruloff, FSA, EA, CERA Director, Asset Allocation Towers Watson Investment Services, Inc. Ivory Day Managing Partner Clear Investment Consulting Timothy J. Marchesi, CFA Senior Consultant, Deputy CIO Demarche Associates. Inc. 11:30 LUNCHEON (Myrick s Atrium) 12:45 MANAGER PANEL: ALTERNATIVE INVESTMENTS IN HEDGE FUNDS & PRIVATE EQUITY Tony Johnson Director of Mid-West Consulting RVK Consultants Inc. Jason Cipriani Managing Partner CORRUM CAPITAL Fritz V. Fortmiller Principal FORESTER CAPITAL 1:45 HOSPITAL PANEL: FINANCING HOSPITAL GROWTH Harold Small Managing Director-Senior Consultant FiduciaryVest Consultants LLC Eric Jordahl Managing Director Kaufman, Hall and Associates, Inc. James A. Pfeiffer President and Chief Executive Officer Self Regional Healthcare 3
2:30 PM AFTERNOON BREAK 2:45 MANAGER PANEL: INTERNATIONAL Tim Fallon, CFA Director of Client Relations, Managing Director Marquette Associates Shingo Omura, CFA Director, Investments Group BRANDES INVESTMENT PARTNERS, L.P. Douglas M. Jackman, CFA Executive VP, Head of Institutional Department and Senior Investment Committee Member THOMAS WHITE INTERNATIONAL 3:45 HOSPITAL DISCUSSION: UNDERSTANDING THE RATINGS PROCESS AND ITS IMPACT ON INVESTMENTS Robert P. Van Den Brink, CFA Senior Vice President Fund Evaluation Group, LLC Brian Williamson Director Standard & Poor s Rating Services 4:15 MANAGER PANEL: REAL ASSETS Kyle Zotta, CFA, CAIA Investment Consultant Mercer Investment Consulting Meghan L. Cuddihy Vice President, Investor Relations MERIT ENERGY 4:45 COCKTAIL RECEPTION (O Hare East) 5:30 DINNER (Jackets Required) 4
TUESDAY, APRIL 28 TH 7:30 AM CONTINENTAL BREAKFAST (Myrick s Atrium) HOSTED SESSIONS (Rosemont Room) 8:15 HOSPITAL PANEL: HOSPITAL AND PATIENT MANAGEMENT UNDER ACA Steven F. Cyboran, ASA, MAAA, FCA, CEBS Senior Consultant Towers Watson Investment Services, Inc. Steve Umland Divisional CFO Central Illinois Division at Hospital Sisters Health System J. Michael Vittoria Director of Benefits Lifespan Corporation 9:00 HOSPITAL PANEL: INVESTMENT STRATEGIES FOR CAPTIVES Jason Small Senior Consultant FiduciaryVest Consultants LLC Lisa Kaderabek Partner McDermott Will & Emery Mike Vandenbossche, CFA Vice President and Portfolio Manager BOYD WATTERSON ASSET MANAGEMENT 9:45 MANAGER PANEL: CUSTOMIZED SOLUTIONS Karen Heifferon Senior Vice President Beacon Pointe Advisors, LLC David R. Wilson, CFA Managing Director, Head of Institutional Solutions Group NUVEEN ASSET MANAGEMENT Robert Felice, CFA Principal, Institutional Client Relations PRUDENTIAL FIXED INCOME Anthony T. Corallo, CTP Executive Director STERLING CAPITAL MANAGEMENT, LLC 5
10:45 AM HOSPITAL PANEL: IMPLEMENTING COST EFFICIENCIES THROUGH SELF INSURANCE David Smith, CFA Managing Partner Marquette Associates Jessica Volk Strausbaugh Treasurer Ann & Robert H. Lurie Children s Hospital 11:30 PROGRAM REVIEW & CLOSING COMMENTS Russell K. Mason President Investment Management Institute 6