8:30 AM – 9:00 AM
Breakfast & Registration
9:00 AM – 9:10 AM
Setting the Stage
To welcome CEOs, Chairmen, board members and C-level executives to the Nasdaq MarketSite, we tee up how and why we’re exploring merger, acquisition and IPO opportunities throughout the day’s program.
9:10 AM – 9:50 AM
Keynote: Emerging Financial Growth Opportunities
Robbie Huffines, Global Chairman, Investment Banking, J.P. Morgan
Judy Lewent, Retired Executive Vice President & Chief Financial Officer, Merck & Co., Inc.
The healthcare sector weaves together medical technology, healthcare services, information-driven healthcare technology, life science tools & diagnostics and pharmaceuticals. Thus, it is hard to stay on top of where the industry is headed and what kinds of deals are driving consolidation – hard, but not impossible. Indeed, this keynote session identifies the most relevant issues and trends that need to be on a leadership team’s radar.
9:50 AM – 10:30 AM
How to Know What Your Company is Worth
There have been some unexpectedly high valuations by public markets and private buyers alike while other companies have floundered. Given that there is a changing evaluation of business models, disruptive technologies and significant demands for data — we look at how current market conditions, recent transaction trends and future pricing expectations might be impacted.
10:30 AM – 10:45 AM
10:45 AM – 11:25 AM
Four and a Half Strategic Deals that Make Sense
Our panel of experts looks at four very different approaches to building strong companies that continue to shape the overall industry: vertical deals, traditional in-market deals, IPOs and joint ventures. Each has its risks — and potential rewards. In addition, we debate the pros and cons of co-research deals and how such ventures might impact future M&A activity.
11:25 AM – 12:05 AM
Regulatory and Shareholder Concerns
Richard Mattera, Executive Vice President, Chief Legal Officer, Optum, Inc.
Keith Pagnani, Partner, Sullivan & Cromwell LLP
Any transaction needs to account for regulatory scrutiny. During this session, we surface the major trends impacting the industry and a few specifics to doing a deal. In addition, we talk about how much time it takes to win regulatory approval, the common objections raised by shareholders and the recent legal issues that have unexpectedly arisen from which participants can learn.
12:05 AM – 1:00 PM
1:00 PM – 1:40 PM
The New Healthcare Environment
JPMorgan Chase, Amazon, Accenture and others have made acquisitions in the healthcare fields. So what do these new acquirers mean for Healthcare and Life Science companies —and the industry as a whole?
1:40 PM – 2:20 PM
Things to Know Before the IPO
For this year’s CEO panel, we bring together CEOs that are in the know about how to IPO. What do they wish they knew before they entered the public markets? How did they put their best foot forward as they went public? What do you need to do once you get there? These are all questions we’ll use to open this year’s panel discussion.
2:20 PM – 3:00 PM
Potential Growth Killers: Talent, Compensation and Culture
Greg Arnold, Managing Director, Semler Brossy Consulting Group LLC
While many laud their teams, talent and culture, we take a contrarian position during this session, talking about culture and teams, due diligence of talent in a deal and how compensation can disrupt a deal.
3:00 PM – 3:15 PM
3:15 PM – 3:45 PM
Making Great Acquisitions
Each merger is distinct — and having a tailored playbook goes a long way to aligning culture, earnings performance, resources and processes. As we’ve seen, a successful M&A deal hinges on its structure and, by extension, how the deal was negotiated. During this session, we explore how to make great acquisitions in the coming years.
3:45 PM – 4:15 PM
The Future of Healthcare
We end our day with two experts who have seen the change in the industry. A key investor and an outspoken pundit take the stage with some food for thought.
4:15 PM – 5:00 PM