Shows
House CallsWhy Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael ChernewAt the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.Note: this episode contains adult language.
2025-12-1049 minHouse CallsWhen the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?With new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.
2025-11-1838 min
Key Wealth MattersPenny for Your Thoughts? Consumer Trends and the Fog of Uncertainty PersistsThis week, we cover the historic end of U.S. penny production resulting from high manufacturing costs and obsolescence. Market updates focused on lingering uncertainty due to delayed economic data from the recent government shutdown, while Federal Reserve policy remains unclear, with rate cuts seen as a toss up ahead of December’s meeting. With holiday shopping well underway, we discuss consumer trends, noting resilience despite crosscurrents like tariffs and inflation, with strong performance from major retailers and signs of a “K-shaped” economy. Overall, our current outlook suggests cautious optimism for 2026, supported by fiscal and monetary tailwinds.Speake...
2025-11-1425 minHouse CallsQuick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)With an aim to cut $1 trillion from Medicaid over the next decade, the “One Big Beautiful Bill” significantly intensifies the pressure skilled nursing facilities are already feeling from reduced reimbursement rates and rising costs. Cain Brothers’ Managing Director Andy Goldberg talks about how operators are responding to this shifting landscape in real time and why their future viability hinges on investing in the right partnerships, embracing new care models, and innovating to improve operational resiliency. Cain Brothers is a division of KeyBanc Capital Markets.
2025-09-3009 min
Private Equity Fast PitchSean Maclver - KeyBanc Capital MarketsEpisode 183 of the Private Equity Fast Pitch features Sean MacIver, Managing Director with KeyBanc Capital Markets. He has over 15 years of experience advising both private equity and corporate clientele across the debt capital markets. Sean currently spends most of his time working collaboratively with his industry partners within the Industrial & Business Services, Building Products, and Aerospace & Defense sub-verticals, but also has industry agnostic coverage of KeyCorp's Colorado and Southern California Commercial Banking markets. Sean has led and executed over 250 unique financings over his career, raising well north of $100BN in capital for both middle market and large c...
2025-09-2552 min
Bloomberg SurveillanceBloomberg Surveillance TV: August 8th, 2025- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America- Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee- John Vinh, Equity Research Analyst at Keybanc- Collin Martin, Fixed Income Strategist at Charles Schwab Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, discusses the equity bull case and her S&P 500 target. Bruce Hirsh, former Chief International Trade Counsel at the US Senate Finance Committee, discusses the Trump administration's tariff strategy and outlook for US trade. John Vinh, Equity Research Analyst at...
2025-08-0827 minHouse CallsQuick Hits: Distribution Titans Enter Specialty Physician Practice Management ArenaCain Brothers’ Director Jonah Schutzman talks with Dave Johnson about a new trend in the provider consolidation market. Private equity, payers, and other traditional buyers and partners of specialty provider organizations are scaling back and large healthcare distributors are stepping in as full acquirers, offering liquidity, strategic partnerships, and operating infrastructure. How will this impact providers, distributors, and traditional investors? Cain Brothers is a division of KeyBanc Capital Markets.
2025-08-0512 min
Roku News DailyRoku's Upward Momentum and Positive Analyst Outlook Amid Connected TV Growth# Roku Stock Soars 44%: Analyzing Growth Drivers, Insider Moves, and Analyst Upgrades | Investing PodcastIn this insightful episode, we dive deep into Roku's impressive market performance as the streaming giant's stock trades around $90.25, marking a remarkable 44% gain over the past year. We examine recent trading patterns, including volume fluctuations and what the CFO's strategic sale of 1,500 shares at $91 really signals for investors.Discover why major financial institutions like KeyBanc, Piper Sandler, and Citi are increasingly bullish on Roku, with KeyBanc projecting a 43% compound annual growth rate in adjusted EBITDA through 2027. We break down the significance of Roku's...
2025-07-1102 minHouse CallsThe Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young AdultsToday’s adolescents and young adults face unique challenges affecting their development and mental health. Cain Brothers’ Managing Director Erika Haanpaa talks with Dave about the factors driving the rising demand for age-appropriate mental health services and the new generation of innovative service providers leading the way with highly effective and scalable care models. Cain Brothers is a division of KeyBanc Capital Markets. Read the companion article on Key.com.
2025-06-2617 minHouse CallsQuick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic SurgeryCain Brothers’ Vice President JP Mills talks about exciting technological advances in orthopedic surgery – including augmented reality, mixed reality, virtual reality and surgical robots – and the potential impact on health outcomes, healthcare costs, and access. Cain Brothers is a division of KeyBanc Capital Markets.
2025-05-2912 minHouse CallsQuick Hits: Now It’s Medicaid’s TurnBig changes are clearly coming to Medicaid. Cain Brothers’ Managing Director Mike Elizondo discusses why Medicaid funding is so complex, how states might respond to funding cuts, and where investors should be looking for opportunities. Cain Brothers is a division of KeyBanc Capital Markets.
2025-05-2211 minHouse CallsQuick Hits: History Repeats Itself - No Margin, No Mission, Therefore Reality Drives Healthcare M&ACain Brothers’ Managing Director Todd Rudsenske talks with Dave about the debate over the impact of for-profit enterprises on healthcare in the early 1990s – and why the same challenges, trends, and market needs are still in play today. Cain Brothers is a division of KeyBanc Capital Markets.
2025-05-1511 min
Uber News DailyUber's Stock Price Dip Amid Strong YTD Growth and Analyst OptimismAs of today, May 8, 2025, Uber Technologies, Inc.'s stock price stands at $83.65, marking a 2.54 percent decline from its previous value. This dip in stock price is notable, especially given the robust year-to-date performance of 38.68 percent, which reflects Uber's strong market presence and resilience in the face of economic challenges.The trading volume for Uber's stock has been significant, reaching 49.21 million shares, which is a substantial number compared to its average trading volume. This high volume indicates that investors are actively engaging with the stock, either buying or selling, in response to recent developments.One of the...
2025-05-0802 min
New Project Media (NPM) InterconnectionsNPM Interconnections (US) – Episode 144: Andrew Redinger | KeyBanc Capital MarketsAndrew Redinger, managing director and head of KeyBanc Capital Markets’ utilities, power and renewable group, joins the podcast this week to discuss how clean energy project development will be impacted by broader macro concerns about a slowdown in M&A and other capital markets activities.Later in the program, he addresses US supply chain costs and, if certain tax credits sunset, how this might impact US solar, wind and storage project development moving forward.You can next see Mr. Redinger speak on the capital markets roundtable at NPM’s US Development and Financing Forum on Apri...
2025-04-0823 minHouse CallsQuick Hits: The Intersection Of Specialty Cancer Care And Private Equity InvestmentCain Brothers’ Managing Director Patrick Allen talks about the growing role of private equity in the $209 billion cancer care market. As treatments become increasing specialized, complex and costly, the need to coordinate specialty physicians and ancillary care services has created compelling opportunities for investment. Cain Brothers is a division of KeyBanc Capital Markets.
2025-04-0212 min
The Daily Business & Finance ShowKeyBanc's Picks & Gold Surge Amid Market Jitters (+6 more stories)The Daily Business and Finance Show - Monday, 17 March 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!
Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: ???Deep discounted??? picks by KeyBanc: oversold stocks amid recent market volatility Celsius adds more distribution in Europe through an expanded deal with Suntory Gold futures settle at record $3,000/oz as U.S. growth worries unsettle...
2025-03-1805 minHouse CallsQuick Hits: The Duals OpportunityCain Brothers’ Managing Director Stacy Guffanti talks about the challenges of delivering and administering care for the nation’s 12.8 million dual eligible beneficiaries and how new policy initiatives will increase market interest in Medicaid M&A and higher acuity programs. Cain Brothers is a division of KeyBanc Capital Markets.
2025-02-2612 minHouse CallsQuick Hits: The Rate of Hospital Consolidation in the US - Too Little, Too Slow.Cain Brothers’ Managing Director David Cohen talks about the rate of hospital consolidation in the US and why hospital operates are unlikely to match the level of concentration of managed care organizations. Cain Brothers is a division of KeyBanc Capital Markets.
2025-02-1911 minHouse CallsRestoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Managing Director Matt Margulies led a panel discussion with private equity leaders about a range of strategic issues including Medicare Advantage, value-based care, PBM and pharmacy market dynamics, opportunities in pediatric home health, and challenges with provider investments. Cain Brothers is a division of KeyBanc Capital Markets.
2024-12-2352 minHouse CallsDisruptive Healthcare Purchasing by Self-Insured EmployersAt Cain Brothers’ Annual Private Company Healthcare Conference in New York, Dave Johnson, CEO of 4sight Health spoke with Donald Trigg, CEO of apree health and Glenn Tullman, CEO of Transcarent about the power of self-insured employers to transform the experience and cost of healthcare. Cain Brothers is a division of KeyBanc Capital Markets.
2024-12-1658 min
The Metrics Brothers (fka SaaS Talk)KeyBanc Capital Markets 2024 SaaS Benchmarks ReportKeyBanc Capital Markets in partnership with Sapphire Ventures recently published their 2024 SaaS Metrics Benchmark report. During today's episode, Dave "CAC" Kellogg and Ray "Growth" Rike dive into this years highlights including:Growth RatesNet and Gross Revenue RetentionRule of 40Go-to-Market Organization RatiosMarketing Strategies and ProductivityHuman Capital EfficiencyValuation Multiples - By Growth RateIf you are a SaaS executive, employee or investor this episode is a great listen!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2024-12-0126 minHouse CallsQuick Hits: Back to the Future - Self-Directed Care in the U.S.Cain Brothers’ Managing Director Matt Margulies talks about the emerging self-directed care market, and why it’s the fastest growing segment of the US home health care sector. Cain Brothers is a division of KeyBanc Capital Markets.
2024-11-0712 minHouse CallsWhat’s Happening to Medicare Advantage? A Panel DiscussionBetween lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets.
2024-10-2243 minHouse CallsHealth Systems, Private Equity, and the Government: It’s ComplicatedIs PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets.
2024-09-0525 minHouse CallsQuick Hits: Opportunities in School-Based Healthcare Services in the United StatesCain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets.
2024-08-2907 minHouse CallsQuick Hits: Current Challenges & Trends Impacting the Medical Manufacturing MarketIn this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets.
2024-08-2208 minHouse CallsQuick Hits: Medicare Redo or Delay?In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Mike Elizondo about tumult in the Medicare Advantage market and why this could be an historic opportunity for health plans to drive growth. Cain Brothers is a division of KeyBanc Capital Markets.
2024-08-1512 min
Nvidia Stock News Tracker - Daily"Nvidia Poised for Impressive 37% Stock Surge on Bullish AI and Gaming Outlook"In a noteworthy financial projection that could excite investors and market watchers alike, Nvidia Corporation, a prominent player in the graphics processing unit (GPU) sector, has recently been spotlighted by KeyBanc Capital Markets with an optimistic forecast. The stock of Nvidia, a company deeply intertwined with tech innovation across various sectors including gaming, data centers, and artificial intelligence, is predicted to surge by an impressive 37%. This projection rides on the back of a significant price-target hike by the analysts at KeyBanc, led by John Vinh.John Vinh's analysis reflects confidence in Nvidia's strategic positioning and its ability to...
2024-07-1003 minHouse CallsQuick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences SummitIn this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.
2024-06-0610 minHouse CallsQuick Hits: Leveraging AI to Drive Better Conversations with PatientsIn this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyBanc Capital Markets.
2024-05-1311 minHouse CallsQuick Hits: The Intersection of Ambulatory Care, Health Systems, and Private EquityIn this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.
2024-05-0912 minHouse CallsQuick Hits: A Ground-Breaking TransactionIn this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.
2024-04-0511 minHouse CallsQuick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care ProvidersIn this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital Markets.
2024-03-1910 minHouse CallsQuick Hits: New Initiatives from CMS to Improve Access to Behavioral Health ServicesIn this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.
2024-03-1107 min
To The Point, A Council of Large Public Housing Authorities PodcastConversation with Eugene Jones, Jr.CLPHA Board President Jeffery K. Patterson sits down with Eugene Jones, Jr. to discuss a career spanning four decades and includes leading some of the nation's largest housing authorities including Kansas City, Chicago, Indianapolis, and most recently Atlanta from where he stepped down late last year. Gene describes what drew him to the public housing industry and the crisises he faced including an earthquake in San Francisco, hurricanes in New Orleans and an ice storm in Toronto. Hear from one of public housing's most innovative leaders about what where the industry needs to go next. Jeff also w...
2024-01-3117 minThe Metrics Brothers (fka SaaS Talk)KeyBanc Capital Markets 2023 SaaS Benchmark ReportDave "CAC" Kellogg and Ray "Growth" Rike discuss the long standing, industry standard SaaS Metrics Benchmark report from KeyBanc Capital Markets, which was released in December, 2023.If you are a long-time SaaS veteran or new to the SaaS industry - this report has been the de facto SaaS Metrics benchmarking report for 14 years. This year's report includes a total population of 106 companies, and often comes up short in comparison to previous year's report. The small population makes segmenting the benchmarks by company size or ACV much very difficult - and benchmarks that are relevant to company size...
2023-12-2922 minHouse CallsMedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device ManufacturingWhy did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these stories with Dave as they discuss why it’s MedTech’s turn. Cain Brothers is a division of KeyBanc Capital Markets.
2023-11-1632 min
SunCastInsider's Guide to Renewables M&A and the Storage Markets: KeyBanc Capital Markets Directors Weigh In As clean energy continues to dominate global conversations, understanding the intricacies of this high-growth sector are more critical than ever. Supply chain disruptions, surging financing costs, and complex regulatory landscapes continue to slow progress, especially in the areas of battery storage and M&A. We recently had the opportunity to speak with the folks responsible for navigating these waters at one of the most respected banking & advisory practices in the game: Keybanc Capital Markets(KBCM). In today’s discussion, we are joined by Aaron Klein, Julian Bailliet, Ari Citrin, Timothy Beach, Everett Currier, and Ryan Pir...
2023-09-2848 minHouse CallsKickstarting Innovation Part 2: Why Health Systems and PE Need Each OtherWhy now? Once a rarity, today, health systems and private equity are increasingly working together to transform health system operations through new strategic partnerships. Cain Brothers’ President Wyatt Ritchie joins Dave to discuss the forces bringing private equity and health systems together to power value creation and system transformation. Cain Brothers is a division of KeyBanc Capital Markets.
2023-09-0534 minHouse CallsKickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for GoodHow should health systems fundamentally rethink their strategies, capital sources and partnerships? Cain Brothers’ President Wyatt Ritchie and Managing Director Dave Morlock join Dave to discuss insights and perspectives from the first-ever health system private equity (PE) collaboration conference hosted by Cain Brothers in Nashville in June. Cain Brothers is a division of KeyBanc Capital Markets.
2023-08-0135 min
New Project Media (NPM) InterconnectionsNPM Interconnections (US) - Episode 64: Andy Redinger | KeyBanc Capital MarketsAndy Redinger, Managing Director Group Head at KeyBanc Capital Markets joins the podcast to discuss the short-term and longer-term impacts of the Silicon Valley Bank meltdown on the project finance market, how project finance volumes will look in 2023 and what impacts the Inflation Reduction Act of 2022 will have on the renewable project finance space.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community. Download our mobile app.
2023-04-0921 minHouse CallsPromises and Perils of Healthcare Innovation: A Conversation with Dr. Zeke EmanuelAs one of the chief architects of the Affordable Care Act – signed into law 13 years ago last week – and a healthcare thought leader today, Dr. Zeke Emanuel understands how healthcare policy gets forged, how crisis continues to create opportunity, and how innovation can break through industry inertia to transform business and care delivery models. Last October, House Calls’ podcast host, Dave Johnson, held a fireside chat with Dr. Emanuel at Cain Brothers 9th Annual Private Company Healthcare Conference at the Lotte New York Palace Hotel. We think you’ll enjoy this replay of Dr. Emanuel’s engaging reflections on healthcare...
2023-04-0442 minHouse CallsThe Bold Predictions Podcast: U.S. Healthcare in 2023 and BeyondValue-based care, consolidation, digital transformation, healthcare-at-home… Cain Brothers’ President Rob Fraiman joins Dave to talk about bold predictions for healthcare in 2023 – and how health systems are rethinking their business models and capital formation strategies to survive and thrive in an era of turbulence and opportunity. Cain Brothers is a division of KeyBanc Capital Markets.
2023-03-1333 min
Benzinga Daily Stocks To WatchBullish Plays For Sinking Natural Gas PricesStraight from Benzinga newsdesk, hosts Brent Slava and Michael O'Connor bring you the market news and stocks to watch.Subscribe to our Stocks To Watch Newsletter here : https://go.benzinga.com/sales-page-187126583617110118712659$FDX $COIN $PARA $KRP $VRAXFedEx (FDX) -Will report quarterly results on Thursday, March 16 after market close. Analysts at Morgan Stanley issued a note Tuesday morning noting their expectation for FedEx's Q3 results to come in below analysts' consensus estimates.Coinbase (COIN) -Analysts at Oppenheimer Tuesday highlighted the recent launch of Coinbase's "Base" web 3.0 developer platform. The analysts said the launch suggests Coinb...
2023-03-0712 minHouse CallsReimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centricVolatile labor costs, increased margin pressures, an ever-growing competition for nurses… what’s a health system to do? Cain Brothers’ Managing Director Andy Goldberg joins Dave to talk about health systems’ need for more dynamic, comprehensive workforce strategies, and the innovative staffing companies helping them meet the challenges to come. Cain Brothers is a division of KeyBanc Capital Markets.
2023-02-0921 minHouse CallsOverlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged PopulationsMillions of Medicare and Medicaid beneficiaries lack access to dental care – a situation that not only affects their health and well-being but also increases America’s overall healthcare costs. Cain Brothers’ Director Jenny Watson joins Dave to talk about the role that private equity- and venture-backed dental providers and benefits administrators are playing in helping to expand access to quality dental care services for disadvantaged populations. Cain Brothers is a division of KeyBanc Capital Markets.
2023-01-0519 minHouse CallsHome Medical Equipment Providers and the Promise of Value-Based CareStephen Griggs, the CEO of AdaptHealth, joins Cain Brothers’ Managing Director Andy Goldberg and Dave Johnson for a lively discussion about the important role that home medical equipment providers can play in supporting value-based care delivery in the home. Cain Brothers is a division of KeyBanc Capital Markets.
2022-11-3029 minSunCastThe IRA Solves One Problem, But Creates Another, with Andy Redinger of KeyBanc Capital Markets In today's Tactical Tuesday, we talk with Andy Redinger, head of the Utilities, Power & Renewable Energy Group at KeyBanc Capital Markets (KBCM). KBCM is Cleveland-based KeyCorp's corporate and investment banking arm. It's North America's leading renewables project finance lender and provides services to clean technology firms in the power generation, smart grid, energy management, and pollution control sectors. Andy discusses KeyBank's response to a spate of fast followers in the renewable energy lending space, examines the role of construction and term debt and equity, and looks at lessons learned from the unfortunate demise of...
2022-11-1522 min
The CAR PodcastAutomated Driving and ADAS - featuring Trevor Upton of KeyBanc Capital Markets and CAR's Edgar FalerOn this episode of the CAR Podcast, Brett welcomes guest speakers Trevor Upton, VP, Mosaic at KeyBanc Capital Markets and Edgar Faler, Senior Industry Analyst at Center for Automotive Research (CAR). Together they dive into the current and future landscapes of the rapidly evolving world of Advanced Driver Assist Systems (ADAS) and Automated Driving.
2022-11-1027 minHouse CallsHome is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create ValueThe market for home-based care delivery is growing rapidly, but what do providers and payers need to succeed in delivering high-quality care that serves patients/beneficiaries in the home? Cain Brothers’ Managing Director Matt Margulies joins Dave to talk about the challenging referral and payment dynamics impeding better care, and new models for bringing payers and providers into alignment. Cain Brothers is a division of KeyBanc Capital Markets.
2022-10-0629 minHouse CallsLearning to Thrive: Integrating Mental Health Services within K-12 EducationHow can we better meet the mental, emotional and behavioral health needs of America’s children and teenagers? Cain Brothers’ Director Erika Haanpaa joins Dave to discuss the surge in mental health conditions in young people and the innovative mental health provider organizations offering high-quality services through schools. Cain Brothers is a division of KeyBanc Capital Markets.
2022-08-2524 minBenzinga Daily Stocks To WatchAll About ROKU & Netflix NFLX - Daily Stocks To Watch June 9, 2022Straight from Benzinga newsdesk, hosts Brent Slava and Steve Krause bring you the market news and stocks to watch.On Fridays Benzinga's resident Options Expert Ryan Faloona joins us to spice things up.Today's 5 Stock Ideas:Roku (ROKU) - Shares closed Wednesday's session up 9% following a Business Insider report "Inside Roku, Talk Is Heating up About an Acquisition by Netflix." A KeyBanc analyst Thursday morning downplayed the report and noted, among other things, Netflix (NFLX) management's sentiment in the recent past to be highly focused on content -- something Roku does not have exposure to.Zend...
2022-06-0927 minHouse CallsFixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave JohnsonOh, my aching back! Cain Brothers’ Director Ricky Ng joins Dave to discuss the new wave of digital companies working to meet U.S. healthcare’s enormous need for earlier, more effective musculoskeletal (MSK) care. Cain Brothers is a division of KeyBanc Capital Markets.
2022-06-0924 minHouse CallsFishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater RiskHow are healthcare investors navigating the increasingly competitive and dynamic healthcare investment marketplace? Cain Brothers’ Directors Stacy Guffanti and Mike Elizondo join Dave to talk about what they learned from seasoned investors at leading PE and VC firms. Cain Brothers is a division of KeyBanc Capital Markets.
2022-04-1433 min
Talking Pop HealthEpisode 12: Dave Morlock of Cain Brothers, a division of KeyBanc Capital MarketsEric Tower talks to Dave Morlock of Cain Brothers, a division of KeyBanc Capital Markets
2022-04-1149 minHouse CallsLooking Back, Looking Forward: A Golden Age of Healthcare Innovation?Cain Brothers’ President Rob Fraiman and Dave look back on 2021, another remarkable year in U.S. healthcare investment and M&A activity, and debate the trends and market dynamics driving industry investment and innovation in 2022 and beyond. Cain Brothers is a division of KeyBanc Capital Markets.
2022-03-0325 minHouse CallsThe Many Roads to Value Part IV: Building The Last Mile to the PatientOn our last talk on the road to value, Cain Brothers’ Managing Director Bryan Cloncs and Dave cross the digital bridge to patient communication and connection, and gaze toward the future of true patient engagement and tech-enabled consumer-focused healthcare. Cain Brothers is a division of KeyBanc Capital Markets.
2022-01-2021 minHouse CallsAll Roads Lead to Value Part III: Making Inroads in Rural AmericaTaking the scenic route on the road to value, Cain Brothers’ director Colby Kittrell joins Dave to talk about promising public and privately-funded initiatives bringing value-based care to underserved communities in rural America. Cain Brothers is a division of KeyBanc Capital Markets.
2021-12-0122 minHouse CallsMoving Healthcare Home and Beyond: A Conversation with Paul Kusserow, Chairman and CEO of AmedisysAs part of Cain Brothers’ 8th annual Healthcare Conference, Dave Johnson interviewed Amedisys CEO, Paul Kusserow, on his unusual approach to healthcare leadership and his company’s remarkable turnaround story in the dynamic home health sector. Cain Brothers is a division of KeyBanc Capital Markets.
2021-11-1846 minHouse CallsAll Roads Lead to Value Part II: Positioning Physicians to Manage Care RiskThe road to value continues. In our second installment, Cain Brothers’ Director Mike Elizondo joins Dave to talk about risk-services organizations, a new breed of MSO enabling physician groups to participate in risk-based contracts while remaining independent. Cain Brothers is a division of KeyBanc Capital Markets.
2021-10-0519 minHouse CallsThe Many Roads to Value Part I: What is a Health System Supposed to Be?In 2020, vertically-integrated tax-exempt health systems outperformed traditional health systems financially, and offered more evidence of the advantages of value-based payment models in an increasingly consumer-driven marketplace. Cain Brothers’ Director David Levine talks with Dave Johnson about five models innovative health systems are pursuing on the road to value. Cain Brothers is a division of KeyBanc Capital Markets.
2021-08-1726 minHouse CallsMedicaid, Motherhood and America’s Future: Giving Birth to Better Maternity OutcomesMedicaid funds almost half of all births in the U.S, yet the overall maternal mortality rate is dismal. Cain Brothers' Christian Pesci and Women's Health USA's Andrea Balogh join Dave Johnson to discuss innovative models and value-based reforms that are improving care quality, safety, experience and cost for millions of new mothers and their babies. Cain Brothers is a division of KeyBanc Capital Markets.
2021-07-1329 minHouse CallsStigma vs. Science: Overcoming Opioid Addiction with Evidence-based Treatments and ServicesThough the COVID pandemic dominated headlines, substance abuse and opioid-related deaths spiked dramatically in 2020. Cain Brothers’ Director Erika Haanpaa talks with Dave Johnson about the distinct challenges of opioid addiction and new treatments and services creating hope for a better future. Cain Brothers is a division of KeyBanc Capital Markets.
2021-05-0514 min
2021-04-1226 minHouse CallsHealth Systems Embrace Platforming and Innovative Financing StrategiesTo compete in dynamic, consumer-centric markets, not-for-profit health systems must build broad, asset-light service platforms, despite the limits of traditional financing. Cain Brothers’ Co-Head of Health Systems M&A, Dave Morlock talks with Dave Johnson about innovative capital formation tools that support strategic growth and investment flexibility. Cain Brothers is a division of KeyBanc Capital Markets.
2021-03-2526 minHouse CallsThe Many Flavors of Healthcare’s Not-For-Profit/For-Profit PartnershipsInvestors and sponsors increasingly look for M&A and JV opportunities with not-for-profit health systems and plans, even as NFP organizations seek outside funding for their strategic and financial goals. Cain Brothers’ M&A practice Director, Stacy Guffanti talks with Dave Johnson about the rise of healthcare’s not-for-profit/for-profit partnerships.Cain Brothers is a division of KeyBanc Capital Markets.
2021-02-1919 minHouse CallsThe Worst and Best of Times: Investor Perspectives from Cain Brothers’ Healthcare 2020 Virtual ConferenceCain Brothers’ President, Rob Fraiman discusses how healthcare Private Equity and growth investors navigated an unprecedented year, and why they are optimistic about growth and a better healthcare system in 2021 and beyond. Cain Brothers is a division of KeyBanc Capital Markets. Cain Brothers is a division of KeyBanc Capital Markets.
2020-12-1827 min
The Earnings Podcast from AlphaStreetTarget Corp. (TGT) Q3 2020 Earnings CallTarget Corp. (NYSE: TGT) Q3 2020 earnings call dated Nov. 18, 2020
Corporate Participants:
John Hulbert — Vice President, Investor Relations
Brian Cornell — Board Chairman and Chief Executive Officer
John J. Mulligan — Executive Vice President and Chief Operating Officer
Michael Fiddelke — Executive Vice President and Chief Financial Officer
Analysts:
Chris Horvers — J.P. Morgan — Analyst
Stephanie Wissink — Jefferies — Analyst
Edward Kelly — Wells Fargo Securities, LLC — Analyst
Edward Yruma — KeyBanc Capital Markets Inc. — Analyst
Karen Short — Barclays — Analyst
Paul Lejuez — Citigroup — Analyst
Paul Trussell — Deutsch...
2020-11-191h 06The Earnings Podcast from AlphaStreetWal-Mart Stores, Inc. (WMT) Q3 2021 Earnings CallWal-Mart Stores, Inc. (NYSE: WMT) Q3 2021 earnings call dated Nov. 17, 2020
Corporate Participants:
Dan Binder — Vice President, Investor Relations
Doug McMillon — President and Chief Executive Officer
Brett Biggs — Executive Vice President and Chief Financial Officer
John Furner — President and Chief Executive Officer, Walmart U.S.
Judith McKenna — President and Chief Executive Officer, Walmart International
Analysts:
Michael Lasser — UBS — Analyst
Kelly Bania — BMO Capital — Analyst
Paul Trussell — Deutsche Bank — Analyst
Karen Short — Barclays — Analyst
Peter Benedict — Baird — Analyst
Simeon Gutman — Morgan Stanley — Ana...
2020-11-181h 00
Drilling Deep with John KingstonTaking apart the earnings numbers from the third quarterThe earnings season for the third quarter has wrapped up and Todd Fowler of KeyBanc has a few things to say.Fowler is the lead transportation analyst at KeyBanc and he shares his perspective on the numbers on this week's edition of Drilling Deep. What companies did things that were notable? And what did the earnings say about the future?Also on Drilling Deep, host John Kingston talks about the rising diesel market, but in one area, it isn't rising fast enough. That might sound odd to buyers of the fuel but he'll explain why...
2020-11-1326 min
2020-11-1300 min
The Earnings Podcast from AlphaStreetTwitter Inc. (TWTR) Q3 2020 Earnings CallTwitter Inc. (NYSE: TWTR) Q3 2020 earnings call dated Oct. 29, 2020
Revenues increased 14% year-over-year to $936 million. Net income was $29 million, or $0.04 per share, compared to $37 million, or $0.05 per share, last year. Adjusted EPS was $0.19. Average monetizable daily active usage grew 29% to 187 million.
Corporate Participants:
Krista Bessinger — Director of Investor Relations
Jack Dorsey — Chief Executive Officer
Ned Segal — Chief Financial Officer
Analysts:
Lloyd Walmsley — Deutsche Bank — Analyst
Doug Anmuth — JPMorgan — Analyst
Brian Nowak — Morgan Stanley — Analyst
Rich Greenfield — LightShed Partners — Analyst
Deepak Mathivanan — Barclays — Ana...
2020-10-3039 minHouse CallsThe Future of Clinical Trials: Decentralized, Diversified, Efficient and FastThe race to develop a COVID-19 vaccine has put the clinical trial process under the microscope. Cain Brothers Managing Director, John Kerins, talks with Dave Johnson about innovations in clinical trials that reduce the barriers to participation, improve the diversity of patient populations, and accelerate the development of safe and effective vaccines.Cain Brothers is a division of KeyBanc Capital Markets.
2020-10-2823 minHouse CallsPodcast: The Future of Hospitals in Post-COVID America (Part 2) – The Policy ResponseDave Morlock, Managing Director at Cain Brothers’ Health Systems M&A Group, and Bart Plank, the firm’s Co-Director of Healthcare Public Finance, debate the future of hospitals in markets challenged by social determinants of health and fiscal and operational pressures.
2020-09-1634 minHouse CallsPodcast: The Future of Hospitals in Post-COVID America (Part 1) – The Market ResponseThe Co-Heads of Cain Brothers’ Health Systems M&A Group, Carsten Beith and James Moloney, discuss Black Swans, Gray Rhinos and the Future of Hospitals in Post-COVID America.
2020-07-2827 minHouse CallsHome Health Is Where the Growth Is: The Post-COVID Rise of Platform SolutionsThe Home Health Care sector is poised for major growth and consolidation in the Post-COVID era. Matt Margulies, Managing Director at Cain Brothers, a Division of KeyBanc Capital Markets, talks with Dave Johnson about the forces changing this sector. Technology, consumer demand, payment reform, and new platform business models are increasing care quality, coordination and access.
2020-06-3029 min
Broken Silicon54. Nvidia Rumors, XBOX Price, PS5 RDNA #, Intel big.LITTLE | Connecting The DotsJune 2020 has certainly not been lacking in the leaks department….however unlike May it feels like there is more quantity than quality. Tom and Dan discuss the mountain of (mis)information out there.
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2020-06-241h 47House CallsCOVID-19: Healthcare Private Equity Executives on Life with COVIDJoin Wyatt Ritchie, Managing Director at Cain Brothers, as he interviews the following healthcare private equity executives to discuss life with COVID-19 and investment strategies moving forward: Benjamin Edmands, Managing Partner & Co-Founder, Consonance Capital Partners Marty Felsenthal, Partner, Health Velocity Capital Gregory Moerschal, Managing Partner, Beecken Petty O’Keefe & Company
2020-06-1241 minHouse CallsCOVID-19: CareMont Medical CEO & CFO talk with Rob Fraiman, Cain BrothersJoin Rob Fraiman, President of Cain Brothers, as he interviews Scott Hayworth, M.D., CEO of CareMount Medical, and Kevin Conroy, CFO and Chief Population Health Officer of CareMount in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how CareMount Medical is responding.
2020-06-1019 minHouse CallsCOVID-19: Terry Akin, CEO of Cone Health, talks with Carsten Beith, Cain BrothersJoin Terry Akin, CEO of Cone Health and Carsten Beith, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Cone Health is responding.
2020-06-0824 minHouse CallsCOVID-19: Steve Rodgers, AccentCare, speaks with Matthew Margulies, Cain BrothersJoin Steve Rodgers, CEO of AccentCare, and Matthew Margulies, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how AccentCare is responding.
2020-06-0536 minHouse CallsCOVID-19: Healthcare PE Executives on Impact & Influence on InvestingJohn Soden, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets, discusses the challenges of and investment strategies in the COVID-19 crisis with healthcare private equity executives.Ben Magnano, Managing Partner, Frazier Healthcare PartnersDan Agroskin, Managing Director & Mgnt Committee Member, JLL PartnersTony Davis, President & Managing Partner, Linden Capital Partners
2020-06-0339 minHouse CallsCOVID-19: James Hereford, Fairview Health Services, speaks with Dave Morlock, Cain BrothersJoin James Hereford, President & CEO of Fairview Health Services and Dave Morlock, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Fairview Health Services is responding.
2020-06-0118 minHouse CallsCOVID-19: Paul Markovich, Blue Shield of CA speaks with Court Houseworth, Cain BrothersJoin Paul Markovich, President & CEO at Blue Shield of California and Court Houseworth, Managing Director at Cain Brothers, in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Blue Shield of California is responding.
2020-05-2920 minHouse CallsCOVID-19: Dr. Steve Udvarhelyi, BCBS of Louisiana speaks with Mike Elizondo, Cain BrothersJoin Dr. Steve Udvarhelyi, CEO & President of Blue Cross and Blue Shield of Louisiana and Mike Elizondo, Director at Cain Brothers in a discussion of the COVID-19 pandemic, its impact on the healthcare sector and how Blue Cross and Blue Shield of Louisiana is responding.
2020-05-2726 minHouse CallsPublic Health & Healthcare in Post-COVID America. Court Houseworth, Cain BrothersInnovative Solutions for a Healthier, More Prosperous SocietyCourt Houseworth, Managing Director at Cain Brothers, and Kyle Stern, Managing Partner at Healthscape Advisors, join Dave Johnson to discuss the long-term impact of social determinants on individual and community health, and innovative companies addressing those public health disparities. With COVID-19 continuing to hit the most vulnerable disproportionately, this topic is both timely and urgent.
2020-05-2134 minHouse CallsPodcast: Health Tech to the Rescue: Combatting COVID-19 with Virtual Care and Predictive AnalyticsJill Frew, Managing Director of the healthcare technology practice at Cain Brothers, a division of KeyBanc Capital Markets, discusses how technology companies, many of them start-ups, are helping to meet the vast needs of the U.S. healthcare system in the midst of battling COVID-19.
2020-04-1727 minHouse CallsA Fireside Chat w/Beth Mooney, Chairman/CEO of KeyCorp, and Tom Mihaljevic, MD, President & CEO of Cleveland ClinicBeth Mooney, Chairman and CEO of KeyCorp, and Tom Mihaljevich, President and CEO, Cleveland Clinic, joined Cain Brothers’ President Rob Fraiman for a fascinating discussion at Cain Brothers’ Annual Healthcare Conference on October 24, 2019. The three CEOs debated value-based care, the challenges of scaling delivery, and the employers’ responsibility in securing better quality, lower-cost healthcare for employees.
2020-03-1352 min
Software Defined TalkSelf quarantining with half-baked breadSelf quarantining with half-baked bread
Most of our time is spent discussing the joys of eating half-baked bread. We also discuss what a Tanzu is, kubernetes konspiracy theories, and Oxide the new private cloud hardware startup...wait, wut? Hey! Spring Live next week, March 19th starting at 9am California-time - 24 hours! Attend!
Mood Board:
Fresh Bread Talk
I’ve mentioned this before
You’re suppose to listen
Hamthrax?
A tall glass of ice-tea.
The most Dutch thing ever.
Half-baked bread.
American’s tea innovation lead.
Strong opinions loosely held is canceled.
Relevant to your i...
2020-03-131h 04House CallsPodcast: A Fireside Chat w/Beth Mooney, Chairman/CEO of KeyCorp, and Tom Mihaljevic, MD, President & CEO of Cleveland ClinicBeth Mooney, Chairman and CEO of KeyCorp, and Tom Mihaljevich, President and CEO, Cleveland Clinic, joined Cain Brothers’ President Rob Fraiman for a fascinating discussion at Cain Brothers’ Annual Healthcare Conference on October 24, 2019. The three CEOs debated value-based care, the challenges of scaling delivery, and the employers’ responsibility in securing better quality, lower-cost healthcare for employees.
2020-03-0352 minHouse CallsPodcast: 2020 Observations and Insights, Healthcare’s Recent Trends and Future DirectionCain Brothers’ President, Rob Fraiman, looks back at Healthcare in 2019 and makes some bold predictions for 2020. He also shares the origin of the annual Cain Brothers’ College Championship Game Party at the JP Morgan Healthcare Conference in San Francisco.
The post Podcast: 2020 Observations and Insights, Healthcare’s Recent Trends and Future Direction appeared first on 4sight Health.
2020-02-1834 minHouse CallsPodcast: Widen the Funnel and Close the Gaps: The Summit-CityMD Combo Sees “Big Apple” Opportunity through Integrated Care DeliveryCain Brothers’ Managing Director, Carsten Beith; Warburg Pincus Managing Director, TJ Carella; and Summit Medical Group CEO, Dr. Jeffrey Le Benger joined Dave Johnson at Cain Brothers’ Annual Healthcare Conference on October 23, 2019, to discuss the recent merger between CityMD and Summit Medical Group. The combination of the leading urgent care clinic in New York City with one of the most successful multi-practice physician groups in the nation promises to be a transformative deal for healthcare delivery. Carsten and Dave also co-authored a detailed article on the topic. Read the Market Corner Commentary here.
2020-02-1344 min