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House Calls
House CallsQuick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO SummitCain Brothers Wyatt Ritchie and Managing Director Carl Hardie talk with Dave about the 3rd Annual MedTech, Pharma Services & Life Sciences CEO Summit held recently in Aspen, Colorado. Attended by over 60 healthcare CEOs, investors, and executives, the two-and-a-half-day agenda featured presentations and panel discussions spanning a range of challenges reshaping life sciences, including the impact of GLP-1s and AI to the China’s rise in the global market and exit trends in the current M&A environment. Cain Brothers is a division of KeyBanc Capital Markets.
2026-05-2113 minHouse Calls
House CallsQuick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in PermanenceCain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.
2026-05-0513 minRapid Money Radio
Rapid Money RadioAMD’s Venice CPU: 46% Revenue Growth Ahead 04/14/26AMD’s Venice CPU: 46% Revenue Growth Ahead 04/14/26 Key Stories: T-Mobile is making significant moves in the 5G space, solidifying its partnership with chip giant Nvidia. MoffettNathanson analyst Craig Moffet upgraded T-Mobile US Inc., the major wireless carrier, to a Buy rating on April 8th, setting an ambitious price target of $254. This target suggests a substantial 28% upside from current levels for the stock. This collaboration with Nvidia underscores T-Mobile’s commitment to bolstering its 5G network capabilities and leveraging advanced AI processing for future telecommunications. Investors will be watching how this alliance accelerates T-Mobile’s network expansion and se...
2026-04-1400 minRapid Money Radio
Rapid Money RadioT-Mobile’s 33% Upside Despite Dip! 04/13/26T-Mobile’s 33% Upside Despite Dip! 04/13/26 Key Stories: Amazon, the e-commerce giant and cloud computing powerhouse, is currently trading at $233.65. Analysts at 24/7 Wall St. see significant runway for the stock, setting a price target of $258.75. This implies a healthy upside of 10.74% over the next twelve months. The broader analyst community largely concurs, with a resounding 64 analysts rating AMZN a Buy or Strong Buy, signaling strong conviction in the company’s continued growth trajectory and market position. Investors will want to watch how AWS continues to drive profitability and whether its retail segment can maintain momentum. Read more Shif...
2026-04-1300 minHouse Calls
House CallsQuick Hits: Health Systems and the Pursuit of Alternative Revenue StreamsCain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.
2026-04-0817 minRapid Money Radio
Rapid Money RadioMicron’s 490% AI Surge: 60% More Ahead? 04/06/26Micron’s 490% AI Surge: 60% More Ahead? 04/06/26 Key Stories: Micron Technology, the major memory chip producer, saw its stock rise today after a KeyBanc analyst reiterated a bullish price target, projecting potentially another 60% gain for shares. This comes as Micron has already experienced an incredible run, soaring 490% over the past 12 months. The driving force behind this phenomenal performance, and the continued optimism, is the insatiable demand for memory chips essential in artificial intelligence servers. Investors are clearly focused on how companies like Micron are capitalizing on the explosive growth in AI infrastructure. Read more Building on that th...
2026-04-0600 minHouse Calls
House CallsQuick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.
2026-03-2512 minHouse Calls
House CallsQuick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save HealthcareCain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.
2026-03-0515 minHouse Calls
House CallsQuick Hits: A Year in Review and the Year AheadWyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.
2026-02-1220 minHouse Calls
House CallsThe Future of AI in Healthcare: Insights from Leading InvestorsWhat will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow, Operating Partner at a16z, Asif Dhanani, Partner at Rubicon Founders, and Tod Pesses, Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.
2026-01-2951 minRapid Money Radio
Rapid Money RadioIntel Surges 26% on Upgrades & Apple Tie-Up 01/19/26Intel Surges 26% on Upgrades & Apple Tie-Up 01/19/26 Key Stories: Intel, the venerable chipmaker, has been on an absolute tear this year, significantly outpacing the broader market. Folks, Intel stock, trading under the ticker INTC, has rocketed up an impressive 26.27% year-to-date. To put that in perspective, the S&P 500, represented by the SPY ETF, managed a more modest gain of 1.43% over the same period. This incredible outperformance of nearly 25 percentage points is largely being attributed to a series of strong analyst notes boosting sentiment ahead of the company’s upcoming earnings report. Investors are clearly reacting positively to re...
2026-01-1900 minBreaking News To Trading Moves
Breaking News To Trading MovesThe AMD AI Server Surge and Market Impact$AMD spikes after KeyBanc upgrade on hyperscaler AI server chip demandWhat happened$AMD jumped after KeyBanc upgraded it to Overweight, citing a major surge in hyperscaler demand for AMD’s server CPUs used in AI, with checks suggesting AMD is nearly sold out of server CPUs for 2026 and may consider a 10%–15% price increase in Q1.WinnersAI server computeHyperscaler AI buildouts drive demand for high-performance server chips, tighten supply, and can improve pricing power and margins. Names: $AMD (Advanced Micr...
2026-01-1409 minHouse Calls
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.
2025-12-1051 minHouse Calls
House 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 minKey Wealth Matters
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 Calls
House 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 minPrivate Equity Fast Pitch
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 minBloomberg Surveillance
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 Calls
House 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 minHouse Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minNew Project Media (NPM) Interconnections
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 Calls
House 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 minThe Daily Business & Finance Show
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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minThe Metrics Brothers
The Metrics BrothersKeyBanc 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minHouse Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minTo The Point, A Council of Large Public Housing Authorities Podcast
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
The Metrics BrothersKeyBanc 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 Calls
House 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 minSunCast
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 Calls
House 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 Calls
House 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 minNew Project Media (NPM) Interconnections
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 Calls
House 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 Calls
House 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 minBenzinga Daily Stocks To Watch
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 Calls
House 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 Calls
House 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 Calls
House 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 minSunCast
SunCastThe 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 minThe CAR Podcast
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 Calls
House 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 Calls
House 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 Watch
Benzinga 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 Calls
House 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 Calls
House 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 minHouse Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minInv Day
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2021-04-1226 minHouse Calls
House 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 Calls
House 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 Calls
House 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 minDrilling Deep with John Kingston
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 minHouse Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minBroken Silicon
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. Sponsor Information: https://www.cdkoffers.com/ 25% software discount code: brokensilicon 3% discount code for everything: dieshrink Win10 pro oem key 13$: https://bit.ly/2Wdfghh Win10 Home oem key 11$: https://bit.ly/3dsbSFi Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB Office 2019 key 29$: https://bit.ly/2WdfBAz Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo...
2020-06-241h 47House Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 Calls
House 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 minHouse Calls
House 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 Calls
House 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 Calls
House 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 minHouse Calls
House 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.
2020-01-2744 minHouse Calls
House CallsPodcast: Commercializing Breakthrough Drugs in a Value-Based MarketWhat does it take to bring a breakthrough drug to a value-based market? John Kerins, Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson discuss the intensified need for data, collaboration and communication to bring exceptionally costly but desperately needed therapies to market. They hone in on the growing role of medical affairs and contract commercialization services organizations in meeting the needs of all stakeholders for value.John and Dave also co-authored a detailed article on the topic. Read it here.
2019-12-1232 minHouse Calls
House CallsPodcast: Mission-Critical Repurposing: Converting Aging Senior Living Properties to Affordable HousingBill Pomeranz, Managing Director at Cain Brothers, a division of KeyBanc Capital Markets Inc., and David Johnson dive into the plight of senior living facilities around the country that haven fallen into reduced use, disrepair and abandonment. They look at a conversion process that can benefit sponsors struggling with declining properties by meeting the growing need for moderate-income affordable housing with affiliated healthcare services.Read the full article here.
2019-11-2530 min