Dr. Adelglass is the founder and medical director at Skintastic Cosmetic Surgery and Laser Skincare Centers and has recently acquired Smooth Solutions. He is a Fellow of the American Academy of Cosmetic Surgery, a member of the American Academy of Facial Plastic and Reconstructive Surgery and has 30 plus years of cosmetic surgical experience. Dr. Adelglass completed his undergraduate degree at Universidad Autonoma de Guadalajara. He continued his education at State University of New York Stony Brook and completed his residency at Columbia Presbyterian Medical Center.
Dr. Adelglass was selected by Allergen to serve on the National Education Committee to teach other physicians his technique for safely administering BOTOX® Cosmetic to achieve the most effective, long-lasting results. He serves on the scientific advisory boards for most U.S. dermal filler companies, including Medicsis, the company that produces Restyalne® and Perlane®.
Dr. Adelglass is also a prominent researcher, and is the Founder and President of a renowned clinical research organization. He is periodically called upon by local and national media and scientific groups to inform the public on topics of medical and surgical aesthetic correction.
David E. Albert, MD, an Oklahoma native, is a physician, inventor and serial entrepreneur who has developed medical and other life-saving technologies and products over the last 30 years, turning a number of those innovations into tech startups. Today, he is a founder of three technology companies, InnovAlarm, Lifetone Technology and AliveCor. His previous startups include Corazonix Corp (sold to Arrhythmia Research Technology) and Data Critical (sold to GE). Dr. Albert left GE in 2004 as Chief Scientist of GE Cardiology to disrupt several new markets.
His latest invention, AliveCor Heart Monitor, became a global sensation via a four-minute YouTube Video in January 2011 around the Consumer Electronics Show and was featured on ABC, CBS, CNN and Fox News among many other media outlets. Dr. Albert has 32 issued US patents, a large number pending and several new “secret inventions” in development. He has authored or co-authored over 50 scientific abstracts and publications principally in the Cardiology literature. Dr. Albert has lectured at the Entrepreneurship programs at the MIT Sloan School and the University of Oklahoma. Dr. Albert graduated with Honors from Harvard College and from Duke University Medical School.
David Amor, MSBE, CQA is an FDA regulatory and quality expert and mobile health entrepreneur. He is the co-founder of Medgineering, a successful regulatory consulting firm in Minneapolis, MN, and founder of QuickConsult (www.myquickconsult.com), a disruptive online expert marketplace for the medtech and biotech industries. A graduate of the prestigious Innovation Fellows program at the University of Minnesota’s Medical Device Center, David was named a Top 40 Under 40 Medical Device Innovator in 2012 and a 35 Under 35 Entrepreneur in 2015 by MN Biz Magazine. In 2013, David co-founded and helped launch Remind Technologies, a Texas based mobile health company developing smartphone based remote medication management systems (www.remindtrac.com). David also serves as an adjunct professor at St. Cloud State University in Maple Grove, MN where he teaches in the medical device masters programs, and is an active participant on several international standard development committees including the AAMI Combination Products Committee. He is an active angel investor and works with private equity and VC firms performing regulatory intelligence due diligence.
Mr. Anderson is seasoned health care investor with over 15 years of investment experience in the public equity markets. Mr. Anderson grew up in Pasadena, Texas and attended Texas A&M University from 1987-1992 where he received a Bachelor of Arts in Political Science. After graduating, Mr. Anderson joined the United Way where he was a fund raiser. He then joined AIM Investments in 1994 as a Client Services representative and worked his way onto the equity investments floor in 1997 as an analyst. Mr. Anderson was promoted to Senior Analyst in 2000 and charged with overseeing the health care investment research for a team with over $10 Billion in assets. During this time he attended the University of Houston at night and received his Masters of Science in Finance. He also served as an advisor to their student investment fund from 2003-2010. Mr. Anderson was promoted to Portfolio Manager in 2003 and served in that role until 2008. Mr. Anderson moved to Dallas in 2008 and joined Carlson Capital as a health care analyst for 2 years on their relative value hedge fund portfolio. He then joined Highland Capital as a senior analyst responsible for health care research on the long/short equity portfolio. Mr. Anderson enjoys running, bike riding, hunting, fishing and gardening.
Humberto C. Antunes is an entrepreneur in healthcare and wellness focused on finding ways to improve the lives of people all over the world. He worked in dermatology, ophthalmology, medical aesthetics, immunology, inflammation, cosmetics, medical devices, pharma and nutraceuticals. He has an active involvement in research to address the issues arising from the ageing demographics, providing holistic health solutions, helping technologies converge and the digital revolution.
He managed Galderma, a pharmaceutical company, for almost 20 years. In 2014, he created Nestlé Skin Health, a company committed to enhancing the quality of life by delivering science-based solutions for the health of skin, hair and nails over the course of people’s lives, that he led until end of 2016. Humberto promoted geographic expansion of the businesses he managed, created new channels and acquired new audiences, but he also led many successful acquisitions, integrations, joint-ventures, license deals and divestitures. Over the length of his career he raised almost US$ 10 billion of investment. Humberto led research teams in both sides of the Atlantic that achieved hundreds of New Drug Applications, patent filings and clinical trials. Among his many projects, several became successful digital enterprises.
An active member of the American Academy of Dermatology, the International Society of Dermatology, Women’s Dermatologic Society, he has also volunteered in several committees, task-forces and boards. He currently serves on the Board of Directors of FIDE – Foundation for International Dermatologic Education and the American Skin Association. In addition, he often acts as speaker in business and scientific forums, earning him several industry service awards.
Humberto’s experience spans the globe, with positions that took him and his family through many countries, he lives today in Lausanne, Switzerland. He graduated in Business Administration from the University of Nebraska – Lincoln and the IMD Lausanne, Switzerland. Humberto is fluent in six languages.
Dr. Azam Anwar, FACC, is a board-certified cardiologist and interventional cardiologist. He completed his training at The University of Texas — San Antonio and his interventional cardiology fellowship at The San Francisco Heart Institute.
Dr. Anwar’s expertise is in new-device investigation, complex-cardiovascular interventions, ASD/PFO closure, PFO closure for migraines and stroke, alcohol septal ablation, valvuloplasty, percutaneous mitral valve repair, device development and cardiovascular education. He has been awarded numerous US patents. He helped develop a coronary stent, embolic-protection device, total-occlusion device and vascular-anastomosis device, cardiac-surgery device and invented the Oz Palm Injector.
He was the Founder and Director of the Interventional Cardiology Fellowship at Baylor University Medical Center, Dallas, the President of the Baylor HeartPlace panel, and a founding board member of the Baylor Heart and Vascular Hospital. He has dedicated his career to improve the lives of patients with heart disease through clinical practice, education, device, and product development.
Dr. Anwar is a serial entrepreneur, investor and principal at Anwar Ventures.
Mike Bartlett is currently the President of Vital Art and Science, Inc. (VAS) an early stage medical equipment start-up company focused on providing home-based vision function monitoring for tracking of degenerative diseases of the eye, including Age-related Macular Degeneration (AMD) and diabetic retinopathy. VAS has won NIH/National Eye Institute SBIR Phase I and Phase II Grants. VAS has also been funded by the Texas Emerging Technology Fund (ETF) and completed a large clinical trial to validate myVisionTrack™ which was funded by a major Drug Company. Vital Art and Science Incorporated has most recently received FDA 510(k) release for their myVisionTrack™ home vision monitor supplied on the iPhone.
Mr. Bartlett currently serves on many boards including Cymbet, Inc., a VC funded maker of micro-batteries for Industrial and Medical applications; ErgoNurse, Inc. an Angel funded provider of “Safe Patient Handling” solutions for Hospitals; Vidatronic, Inc. an early stage Friends & Family funded semiconductor company providing optimized power management solutions for Processor and ASIC chips.
Previously Mike spent a 28 year career with Texas Instruments, Inc. (TI) in Dallas, TX. He started with TI in 1976 and worked in many different positions with the company, and for his last 5 years he was Vice President – High Speed Communications Products. He requested and received an “early retirement” from TI in 2004.
Mr. Bartlett has a BEE from Georgia Institute of Technology and MSEE from Southern Methodist University.
Jay works for Texas Health Resources, one of the largest faith-based, nonprofit health systems in the US, as their VP of Strategic Marketing. He has responsibilities in the product/network space and care model redesign. This includes B2B2C initiatives, Medicare/Medicaid focus, employer clinics, pharmacy and uninsured strategies. Prior to joining Texas Health, Jay was an Account Director with Towers Watson, a leading global management consulting firm. Mr. Beck has also held executive roles for global insurance carriers, domestic third party administrators and benefit brokerage/consulting firms. He has co-founded two healthcare technology start-up companies and has also been highly involved in the community: He was Chairman of the Dallas Children’s Museum and helped oversee its merger with the Perot Museum of Nature and Science. Jay holds a Bachelor of Science and MBA from Southern Methodist University.
Jay is the founder of auNext which provides innovative healthcare technology solutions in Clinical Research, Oncology, Pharmacy, Data Science and Clinical Analytics. auNext’s clients include Duke University, UCLA, Cedars Sinai, UNC and many other academic hospitals.
Jay holds degrees of Doctor in Pharmacy and Master in Informatics with postdoctoral fellowship experience in pharmaceutical industry. Prior to venturing on his own, he worked for over 9 years at Johns Hopkins and Yale in various clinical settings. He is active in angel investment community and his portfolio contains startups in mobile health, telemedicine, big data analytics and patient education fields among others. Jay is an entrepreneur at heart with varied interests in real estate, medical and technology staffing.
Jay is actively associated with Healthcare Information and Management Systems Society (HIMSS) and held offices at American Society of Health-System Pharmacists (ASHP). He also regularly mentors health informatics and pharmacy students. In his spare time he enjoys travel, photography, tennis and viticulture.
Expertise: Health IT / Technology | Electronic Health Record | Pharmacy/ Pharmaceuticals
Eric G. Bing, MD, PhD, MBA
Dr. Eric G. Bing is a physician and global health researcher committed to saving lives among the world’s most vulnerable populations using low cost, innovative, and financially sustainable solutions. For more than two decades he has provided care, developed programs and conducted research in some of the poorest areas of Africa, the Caribbean and the United States. Dr. Bing is Professor of Global Health at Southern Methodist University and spearheads the global health initiative at the George W. Bush Institute, serving as both Director and Senior Fellow. The focus of his efforts is stimulating innovative and entrepreneurial approaches to health in developing countries and in poor communities in developed countries. Dr. Bing received his MD from Harvard Medical School, MPH and PhD(Epidemiology) from UCLA and MBA from Fuqua School of Business at Duke University. His work has recently appeared on MSNBC at TedxSMU, and in Forbes. Dr. Bing is the co-author of Pharmacy on a Bicycle: Innovative Solutions for Global Health and Poverty.
Chad Birckelbaw is an experienced leader with a proven record of success and diverse experiences tosupport profitable organizational growth. Chad is adept at utilizing a market-based approach to formulate an optimal strategy and identifying and retaining leadership to support growth.
Most recently, Chad served as President and CEO of FAIRPAY Solutions, a role he held since 2010. FAIRPAY is a healthcare technology company focused on payment integrity and cost containment. During Chad’s tenure with FAIRPAY, the company transitioned from venture-backed ownership to private equity in 2009. The company was then sold to a strategic acquirer in 2014 generating a positive return for the investors. Chad was instrumental in building the infrastructure needed to support organizational growth a Chad Birckelbaw is an experienced leader with a proven record of success and diverse experiences to support profitable organizational growth. Chad is adept at utilizing a market-based approach to formulate an optimal strategy and identifying and retaining leadership to support growth.
Prior to joining FAIRPAY, Chad worked in numerous leadership roles and locations with State Farm Insurance, a Fortune 50 Company. During his tenure he was a member of the Future Executive Leaders program designed to identify and support the development of those individuals deemed to have potential for significant upward mobility within the organization. Chad has a Bachelors of Science degree in Business Administration from Illinois State University. Inaddition, he has earned the Chartered Property and Casualty Underwriter (CPCU) and Associate in RiskManagement (ARM) designations. nd worked closely with clients to define and refine the company’s service offerings.Prior to joining FAIRPAY, Chad worked in numerous leadership roles and locations with State FarmInsurance, a Fortune 50 Company. During his tenure he was a member of the Future Executive Leaders program designed to identify and support the development of those individuals deemed to have potential for significant upward mobility within the organization.
Chad has a Bachelors of Science degree in Business Administration from Illinois State University. In addition, he has earned the Chartered Property and Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations.
Mr. Boaz founded McKinney Assisted Living in 1998 and Reliant Home Health in 2004. He currently serves as Chairman and CEO of both companies while maintaining an active role in the Dallas startup community. He is a board member of the National Foundation for Teaching Entrepreneurship (NFTE), Allen Foundation, and most recently accepted a board position at Helping Restore Ability (non-profit serving low income seniors).
Mr. Boaz has provided seed capital and participated in an advisory role for many local startups. His most recent project is Legacy Builder, an online tool to digitize your life in a private family oriented community, which will have its public launch in May of 2013. Mr. Boaz has also served on the board of the Collin County Committee on Aging and has given in excess of $200 thousand to fund the local meals on wheels program throughout Collin County. He has a great passion for our aging population and has spent the past 15 years working on ways to improve the lives of all around him.
Mr. Boaz believes that people vastly underestimate their ability to cause disruptive change in today’s healthcare space. He believes that good people with good coaching will produce great results and that the Healthcare Wildcatters is a proven model to accelerate these innovative ideas.
Greg Boyd is co-founder and retired President and majority shareholder of Jones & Boyd, Inc., a Dallas civil engineering, land planning, landscape architecture and land surveying firm. Jones & Boyd began in 1982, and Greg led the firm to become a leader in real estate development consulting in the DFW metroplex growing the firm to a staff of 100 employees in two offices. In 2008, Greg retired, securing a successful buyout by his partners. The successor firm, JBI Partners remains a leader in its market today.
Greg has served in many volunteer and elected leadership positions of professional societies, non-profits and most notably, his church, Park Cities Baptist, having served as Chairman of Deacons and as the overall leader of a successful $33 million capital campaign building project. He is an active investor in healthcare related real estate developments as well as in healthcare related start-ups.
Greg attended Texas Tech University (BSCE in 1976 with honors) and in 2005, was named a Distinguished Engineer of the College of Engineering. Prior to founding Jones & Boyd, he was employed by Continental Pipeline Company and an engineering firm in Dallas.
Robert Brownd is a sales and marketing specialist with over 10 years of experience in the health care landscape. Robert’s passion and track record are aligned with taking medical software and service concepts to market. In his current capacity, Robert is strategically building a sales organization for a medical software solutions startup out of New York, called Simple Admit. He excels strongly with creating a vision to identify the proper target market and assess the different marketing channels available to efficiently allocate resources across them. Truly a leader in medical technology space, Robert actively speaks at executive and state-wide healthcare conferences. More specifically, the outpatient ambulatory surgery center space is a niche where Robert has been highly successful with introducing products and creating significant revenue streams for startups. In addition to his sales and marketing experience, he has lead capital sourcing initiatives, and operational formations for both project management and technical/customer support teams. Robert holds a bachelor’s degree in marketing and general business from Stephen F. Austin State University and a Professional MBA from Southern Methodist University. When Robert isn’t working, you can find him networking amongst entrepreneurial communities and spending time with his family and friends.
Jonathan Clarke, MD, FACEP / CEO & Founder
Dr. Clarke is board certified in Emergency Medicine, is a Fellow of the American College of Emergency Physicians and has been practicing medicine since 2002. A decorated veteran, he served in the US Navy for over 14 years, with wartime tours as a physician in Iraq and Afghanistan. He is currently a Major in the US Air Force Reserves, where he serves as Chief of Flight Medicine for the 301st MDS and as a Flight Surgeon for the 457th Fighter Squadron. He is also a medical consultant to federal law enforcement.
Dr. Clarke founded Mend (now Family Health On Call) in late 2014 and launched the first on-demand healthcare platform in Texas in March 2015. In October 2015, Mend became the first on-demand health/tech startup in the country to partner with an integrated health system, Children’s Health, raising over $4M in the first 7 months of business.
Dr. Clarke is married and has two children. He and his family are proud residents of east Dallas, where they enjoy a variety of outdoor activities around White Rock Lake, including running, cycling, and sailing. He is passionate about improving our community by making healthcare more convenient and affordable for residents of Dallas and beyond.
Clay J. Cockerell, M.D. is an internationally renowned specialist who has served in many leadership roles in organized medicine including President of the American Academy of Dermatology. He is also Clinical Professor of Dermatology and Pathology at the University of Texas Southwestern Medical Center and Director of the Division of Dermatopathology. He is a board certified Dermatologist and Dermatopathologist licensed in many states in the United States.
Dr. Cockerell has been in practice since 1986 and has extensive experience in clinical dermatology and dermatopathology having evaluated well over 1 million biopsy specimens to date. He has lectured and published extensively having authored over 500 papers, book chapters and books.
Adam Cohen is CEO of innoNovo LLC—a consultancy focused on 3-D printing, engineering, and product design and development—and a professor of mechanical engineering at SMU. He has 26 years of senior management experience spanning medical devices; advanced manufacturing technologies; capital equipment; and business development and marketing of breakthrough products. Mr. Cohen is a pioneer of the 3-D printing industry and an inventor on more than 60 U.S. patents.
Mr. Cohen founded Microfabrica Inc. to commercialize a revolutionary 3-D printing technology he invented that enables mass production of microscopic metal devices and MEMS. As the company’s CEO, he raised $17M in venture funding from investors such as Draper Fisher Jurvetson and Chevron. He later led Microfabrica’s successful entry into the medical device business, landing major customers and serving as co-PI with Harvard and Boston University on a $5M NIH project to develop robotic devices for minimally-invasive cardiac surgery. These efforts culminated in a major equity investment by Versant Ventures and InterWest Partners. Prior to Microfabrica, Mr. Cohen was Project Leader at the University of Southern California’s Information Sciences Institute, where he was awarded $3.5M in DARPA funding to develop the technology later licensed to Microfabrica. Mr. Cohen co-founded and served as Vice President of AMEX-traded Soligen Technologies, the first company to license and commercialize MIT’s 3D Printing technology. Earlier, Mr. Cohen launched and edited Rapid Prototyping Report, the first periodical of the 3-D printing industry. As Product Line/Program Manager at 3D Systems, he led the team that brought to market the world’s first 3-D printing machine, a system that generated over $100M in revenue for the company.
At SMU, Mr. Cohen is pursuing the development of next-generation 3-D printing processes, minimally-invasive medical devices, and robotics, while teaching design and a unique hands-on prototyping course he created. He received a bachelor’s degree in physics from MIT and studied art and design at the School of the Art Institute of Chicago and the Art Center College of Design.
A practicing medical doctor for over 26 years, Dr. Conard works at the intersection of health system effectiveness, organizational leadership, and individual well-being. Founder of TienaHealth Medical Group, a proactive medical home in 2003, he has founded, developed and sold five companies including research, sleep labs, and medical management organizations. During this time he was an Associate Professor at UT Health Science Center in Dallas for 21 years, wrote five books, had his own radio and television show, gave over 1000 key note and educational programs, was a principle investigator in over 60 clinical trials. After selling his medical practice he served as Chief Medical & Strategy Officer of Medical Edge, a 510 provider, 1.3M patient health care system. When this was sold to Texas Health Resources he became the Chief Medical Officer for Holmes & Murphy Insurance Brokerage Firm and then Compass Professional Health Services – a technology enabled transparency, concierge engagement, and population health company.
Currently he works with Sabre Holdings, Energy Future Holdings, Sarasota County, Hilti, Melton Trucking, Guckenheimer, City of Plano and other employers improve value and save millions of dollars by creating an accountable, high performance system for employees. He works with the Compass PHS, American Diabetes and Heart Associations, the Group Practice Forum, Airrosti, Alcon Labs, AbbVie, and health systems to improve care through providers and corporations working more closely together with other stakeholders, like insurance companies, to innovate and resolve the health care crisis.
Dr. Conard, always a popular speaker, has presented recently at many forums including The Aspen Institute & Advisory Board Care Innovation Program and the Institute For Healthcare Consumerism. He is committed to curing the US Healthcare System by working with companies, providers, and individuals in a responsive, accountable, and affordable system.
President, Managing Partner and Board Member, THMED
Co-Founder and Chief Executive Officer, Fidelis Partners, Allied Staffing Network and THMED Executive Search
As Chief Executive Officer and co-founder of Fidelis Partners, THMED Executive Search, and Allied Staffing Network, Arthur Cooper has developed a reputation as a results-driven leader in the healthcare recruitment industry. He also currently serves as President, Managing Partners and Board Member at the parent company of THMED, LLC.
With nearly two decades of experience in the staffing industry, Mr. Cooper has parlayed his background to become a driving force in healthcare recruitment and propelled the THMED companies to become healthcare industry leaders. His dedication and leadership led to the startup achieving over $30 million in sales and employing over 150 workers after only six years. In 2016, THMED was recognized for its 124 percent revenue growth in three years in Inc. Magazine’s 5000 Fastest Growing Private Companies and as one of the Best Places to Work in North Texas by the Dallas Business Journal.
Despite his executive position, Mr. Cooper believes in remaining active in the daily business operations of THMED companies. He’s as equally interested in achieving and refining THMED’s overall vision and company culture as he is in recruiting and mentoring new talent. He also focuses on consistently building new relationships with clients and potential partners.
Mr. Cooper has repeatedly demonstrated his commitment to serving his community. As a Marine, he served in both Desert Shield and Desert Storm. He also earned two Navy and Marine Corps Achievement Medals during his four years of service. Mr. Cooper also maintains an active membership in The Church of Jesus Christ of Latter-day Saints and volunteers as Elders Quorum President. Now, that same sense of obligation to the wider community has led him to become a mentor with the Health Wildcatters, so he can provide his expertise to fledgling startups in the health industry.
Recognized for his business acumen, emotional intelligence, and personal integrity, Mr. Cooper has spoken at the American College of Healthcare Executives leadership event, an annual conference for staff physician recruiters and a recruitment board for a hospital system. He also served on the Physician Advisory Board for Excela Health Medical Group Advisory Board from 2012 through 2014.
Prior to his time at THMED, LLC, he was recognized as a top sales producer for eight consecutive years as an Executive Vice President at a competing firm. Mr. Cooper also exceeded the sales goals during his tenure by nearly 300 percent and by doing so accounted for 40% of the entire revenue of his previous employer.
Mr. Cooper resides in Lucas, TX with his wife of almost two decades and their four children. Outside of work, Mr. Cooper enjoys playing golf, coaching his children’s sports teams, and spending time with his family.
Michael Cope is founder and retired CEO and Chairman of Interphase Corporation, a Dallas computer hardware manufacturer. After founding Interphase in 1974, Michael established it as the preeminent player in its market niche, lead it through a successful IPO in 1984 and a secondary public offering in 1991, as well as a strategic investment by Motorola. During his 20 year tenure, Interphase grew from a self-funded Dallas startup to a public technology company with over 350 employees and an international presence, was named to the INC 500, the INC 200, the FORBES 200 Best Run Small Companies in America and Mike was twice honored as an Entrepreneur-of-the-Year finalist. Today Interphase is still an independent public company.
Since 1994, he helped launch numerous start-ups, including multiple times as a founder. As an Angel investor he has enjoyed multiple successful exits, including acquisitions by major companies as well as Private Equity groups. Combining his technical background with market positioning, corporate infrastructure and financing experience, he often serves as a coach/advisor to CEOs, or a technical advisor to investors. He is associated with a variety of Angel groups and accelerators based in Texas and elsewhere, including Tech Wildcatters.
Michael attended Vanderbilt University (BSEE) , is a Registered Professional Engineer and holds 46 US and international patents in the area of networking technology. Prior to founding Interphase, he Co-founded Avicon Development Group. As an early and influential player in the computer industry, he is considered a friend and colleague by many computer industry luminaries.
He and his wife live part of the year in Southlake, Texas and part of the year sailing the Caribbean on their sailboat Awakening, a 43 foot Catamaran.
Professor Cortez, the inaugural Adelfa Botello Callejo Endowed Professor of Law in Leadership and Latino Studies, teaches and writes in the areas of health law, administrative law, and FDA law. His research focuses on emerging markets in health care and biotechnology. Prof. Cortez has become one of the world’s leading legal scholars on medical tourism and other cross-border health markets, and has published several articles and book chapters on the legal and ethical implications of these phenomena. His research also addresses mobile health technologies, how to regulate innovation under aging regulatory frameworks, the First Amendment constraints on FDA regulation (including FDA’s graphic tobacco warnings), immigration federalism, and alternative modes of regulation.
Professor Cortez has presented his research around the world, including to professional societies, at industry conferences, to regulators, and at several universities, including Colorado, Harvard, North Carolina, the University of Paris, Radboud University (Netherlands), Stanford, Texas, Wisconsin, and Yale. He also provides frequent legal commentary to the media, including the Associated Press, Chicago Tribune, CNN, the Huffington Post, the Los Angeles Times, NPR, WIRED, and Slate.com (including his essay for Slate, The FDA Needs to Regulate Digital Snake Oil).
Before joining the SMU faculty, Professor Cortez practiced with the Washington D.C. law firm Arnold & Porter, as part of its pharmaceutical, health care, and biotech practice. He represented clients in health care regulatory matters, with a special emphasis on health care fraud and abuse, FDA enforcement, privacy, and the Medicare and Medicaid programs. He represented clients during litigation, in corporate transactions, during agency enforcement actions, and during congressional investigations and hearings. While at Arnold & Porter, Professor Cortez litigated pro bono cases with the Mexican American Legal Defense and Educational Fund (MALDEF), and was a Board Member of the D.C. Hispanic Bar Foundation. In 2006, he was a Visiting Assistant Professor at Rutgers-Camden Law School.
In 2013, Professor Cortez and Glenn Cohen received a grant from the Radcliffe Institute for Advanced Study at Harvard University to host an Exploratory Seminar on Mobile Health.
Carlos Crawford has held various leadership positions in sales, marketing, market research, human resources, and operations as an executive at leading pharmaceutical manufacturers Eli Lilly and Company and Astra Zeneca. Crawford has been instrumental in the strategy development and sales execution for 24 commercialized products including 11 new-product launches across myriad disease states and medical specialties. As Executive Business Director, Cardiology for Astra Zeneca, he helped establish the business as the new market leader in Post-PCI oral anti-platelet therapy while doubling US sales. He has served as Commercial Officer and Head of Sales for the medical device company, Vital Art and Science and most recently, runs a boutique consulting practice helping early stage life science companies build commercial capabilities. An active member in the North Texas Angel Network and mentor in the UTD-Venture Development Center and Dallas Health Wildcatters, he provides capital and expertise to a variety of start -up businesses. He currently serves as a volunteer pilot for Angel Flight America and a mentor for HIS Bridge Builders. Crawford holds an MBA from the Cox School of Business at SMU.
Dr. Christopher Crow stands out as a leader among Texas family doctors. As one of the founding family medicine doctors of Village Health Partners, located in Plano, Texas, Dr. Crow has created a successful practice that puts the patient first by providing quality, access and convenience.
Dr. Crow has the distinction of being among only a few doctors to be recognized as one of Dallas’ best doctors in the specialty of family medicine by D Magazine since 2003. He has also received recognition from the Texas Academy of Family Physicians and Texas Monthly as one of the state’s best family medicine doctors from 2004 to 2009 and has also received the 40 Under 40 award from the Dallas Business Journal, recognizing outstanding professionals under the age of 40 in North Texas. Dr. Crow’s commitment to family medicine, his patients, and practice extends to his strong passion to improve the delivery of health care.
As a Plano family medicine practice, Village Health Partners is regarded as a national leader in patient-centered care. In 2010, Plano family medicine provider- Village Health Partners was recognized by the National Center for Quality Assurance through the Physician Practice Connections – Patient-Centered Medical Home program listed among the top medical facilities in the nation. The success of Dr. Crow’s work in family medicine is evident in the recognition he has gained as a Practice of the Year winner from Physicians Practice magazine, the nation’s leading practice management journal.
By leveraging health information technology and using common business practices not often implemented in family medicine offices, Dr. Crow is able to enhance business efficiencies while providing a superior quality of patient care. In 2007, Village Health Partners was recognized as the physician’s office that best utilizes technology and Electronic Medical Records in the country with The Davies Award by the Healthcare Information and Management Systems Society (HIMSS). As founder of Legacy Medical Village, Dr. Crow is pioneering a new approach to delivering health care. Legacy Medical Village is a state-of-the-art medical complex that consists of Village Health Partners, specialty practices and ancillary facilities offering patients one-stop comprehensive health care.
In addition to his extensive family medicine experience, Dr. Crow’s education has provided a solid foundation to his success in advancing the health care industry. Dr. Crow received his B.A. at The University of Texas at Austin, going on to earn his M.D. at The University of Texas Health Science Center at San Antonio and completed a family practice residency at Memorial-Hermann Hospital in Houston. To complement his expertise in medicine, Crow also received an Executive M.B.A. from The University of Texas at Dallas.
Dr. Crow is involved in numerous activities outside of his practice. He serves as the team physician for the Frisco RoughRiders and was instrumental in the creation of Project Access Collin County (PACC), the county’s first community-based health care program for the uninsured.
He is also politically active in issues regarding patient advocacy and health care reform, and he is currently a member of the Young President’s Organization. Dr. Crow resides in Dallas with his wife, two sons and daughter. He enjoys spending time with his family, golfing, hunting and supporting the Texas Longhorns.
Village Health Partners serves the Collin County area including Plano, Allen, Frisco and McKinney, specializing in women’s and men’s health, pediatrics, diabetes, cholesterol, hypertension, urgent care and disease prevention. Contact us to make an appointment. Sign up to our blog or follow Village Health Partners on Facebook and Twitter.
Stephen Curtis is responsible for assessing potential life science investments and supporting emerging portfolio companies for 2M Companies, the Dallas-based family office of Morton H. Meyerson. Prior to joining 2M, Steve led cross-functional efforts to identify, evaluate, and in-license novel biopharmaceutical technologies across a wide range of therapeutic areas for Reata Pharmaceuticals. Before relocating to Dallas, Steve completed his PhD in biological and biomedical sciences at Harvard Medical School in Boston. His doctoral studies focused on the cellular biology of lung cancer development, propagation, and progression. Steve graduated summa cum laude from Cornell University, earning a dual BS degree in molecular biology and applied economics and management.
Chase Curtiss is an innovative digital health expert and clinical exercise physiologist with a strong expertise in developing mobile software solutions within the medical and fitness markets. Chase has an academic and research background in biomechanics, exercise physiology and neuroscience with published research in each field. Chase has been recognized as a pioneer in the mobile health space with the first ever FDA clearance for a software only mobile medical device. He has been highlighted in the Wall Street Journal, Bloomberg TV, Forbes, Pando Daily, Mobihealthnews, the Grey Sheet and many other mainstream and medically focused publications. YouTube has also named Chase NextUP for his work in video instruction content reaching 30 million viewers.
As an expert in the field of digital healthcare, Chase is also a regular speaker having presented for events put on by Blue Cross Blue Shield, AARP and Chase was the 2014 commencement speaker for Wichita State University.
Specialties: Healthcare IT, Mobile Software (iOS and Android), HIPAA Secure Systems, HL7 Standards, Data Encryption, Big Data Statistical Analysis, Complex Database Architecture, User Interface/Experience Design (UI/UX), FDA Regulations, Quality Systems Standards, Organizational Strategies for Device Management with BYOD.
“Hard-charging senior executive and serial entrepreneur with 25+ years experience introducing and executing the strategies to grow revenue in intensively competitive and innovative markets. Expert in creating the vision, identifying opportunities and delivering strong revenues with increased profit, while positioning solutions and services for new and existing business with sustained growth.
Joe has the unique blend of entrepreneur, Fortune 100 and Midcap company background, leading change and innovation at firms such as DuPont, Nokia, EDS and Hewlett-Packard. In addition, he founded several start-ups in the mobile data and content space (Connect 1.2.1 Mobile and EnMoDa) and led others in cloud and security (iForem, iModa).
Known for strong innovation, transformation, and growth leadership, with proven success introducing innovative solutions to solve complex problems; utilizing technology (Enterprise Mobility, Wireless data security and privacy, SaaS, IaaS, and PaaS) to rapidly scale new business opportunities. He has a history of transforming traditional business and delivery models to drive innovation and value creation in the market.”
Joe is also a long time Board Member and supporter of local charities focused on Children and Education.
Dennis Dayman has more than 20 years of experience combating spam, security/privacy issues, data governance issues, and improving email delivery through industry policy, ISP relations and technical solutions. As Return Path’s chief privacy and security officer, Dayman leverages his experience and key relationships to provide best practices to Return Path, its customers, and ensures the compliance of their communications data flows. He is also responsible for coordinating and managing Return Path’s international electronic commerce, privacy and Internet related policy issues.
Previously to Return Path, he was Eloqua’s chief privacy and security officer. Eloqua was acquired by Oracle for $871 Million dollars in 2012 and is now the centerpiece of Oracle’s marketing cloud. Prior to Eloqua, Dayman worked at StrongMail Systems as the Director of Deliverability, Privacy, and Standards. In that role, he handled all deliverability and privacy issues related to StrongMail customers and made best practice recommendations as StrongMail’s representative to a cross-industry alliance of ESPs, ISPs, online marketers and spam-filtering companies. He was also charged with ensuring that new email standards were created and instituted for the protection of legitimate email delivery. He was also charged with ensuring the product met and exceed data governance regulations.
Dayman has also served in the Internet Security and Legal compliance division for Verizon Online, as a senior consultant at Mail Abuse Prevention Systems (MAPS), and started his career as Director of Policy and Legal External Affairs for Southwestern Bell Global, now AT&T. In the ISP roles, Dayman investigated complaints of network abuse, managed discoveries and litigation, worked with the federal task force on e-crimes, and represented the company in relation to new federal and state legislation.
As a longstanding member of several boards and advisory committees within the messaging industry, including helping found and server on the Board of Director’s for the Messaging Anti-Abuse Working Group (MAAWG), serve on the Coalition Against Unsolicited Commercial Email (CAUCE) board, serve on the International Association of Privacy Professional (IAPP) advisory boards, server on the Email Sender and Provider Coalition (ESPC) board, Direct Marketing Association (DMA) Ethics committee, Email Experience Council (EEC) MAC, and appointed a Ponemon Institute Fellow. Dayman is actively involved in creating current Internet and digital communication regulations, privacy/security policies and anti-spam legislation laws for state and federal governments. He also sits on several advisory boards for Internet companies and is also a partner, mentor, and frequent investor in start-ups.
Dayman holds a B.A. in Criminal Justice from Stephen F. Austin State University in Texas.
Mark retired from Texas Instruments as Vice President of World Wide Strategic Marketing in 2014.
He is a highly accomplished, results-driven sales and marketing leader with extensive experience in business development, joint venture creation, product launch and development, key accounts, project management, and strategic planning. Continually develops high-level strategy, effectively communicates strategy, builds teams, and executes through sales and into revenue. Utilizes an extensive knowledge base and skill set to provide an organization with competitive insights. An integral leader who lays the foundation for the long-term success and profitability of an organization.
She has been a leader in the pharmaceutical industry for over 14 years, driving product innovation and commercialization of ophthalmic technologies around the world. Elyse managed a $1.7 billion portfolio and has extensive experience developing global strategic plans, positioning and launching products, and building marketing campaigns to drive growth. Evaluating technologies and companies for acquisition is an integral part of her career.
Elyse is an accomplished athlete, competing in many marathons, triathlons, and the Wisconsin Ironman Elyse earned a BA from the University of Notre Dame and a MBA from Southern Methodist University. She currently resides in Fort Worth with her husband, C.D. Dickerson III, and 2 children, Simon and Amelia.
Dan L. Dodson serves as President of Fortified Health Security where he brings over 10 years’ experience in the healthcare and insurance industries. During this time Dan has served as both an operational leader and sales leader. Dan’s specific focus has been in aligning organizational strengths with client needs through the execution of relevant go-to-market strategies and solution development.
Prior to joining Fortified, Dan served as Senior Vice President at Hooper Holmes, Inc. (AMEX: HH), a company serving the health and wellness and life insurance industry. Dan led sales and account management efforts for a $100+ million business unit. Dan, along with the executive team, crafted a new strategic plan which resulted in the company selling under-performing business lines and focusing on the growing health and wellness market. Prior to joining HH, Dan served as Global Healthcare Strategy Lead for Dell Services (formally Perot Systems), where he was responsible for strategy, business planning and M&A initiatives for the company’s healthcare services business unit. He helped develop market strategies for Dell’s health information exchange, informatics, community physician and electronic medical record services. He also led the development of the division’s Asia-Pacific strategy including joint venture business planning and Brazil and China market entry plans. Prior to joining Perot Systems, Dan held numerous positions within various healthcare organizations including Covenant Health System and The Parker Group.
Dan holds an M.B.A. in Health Organization Management and a B.S. in Accounting and Finance from Texas Tech University. Dan currently serves on the Southern Methodist University Cyber Security Advisory Board.
Patrick joined River Cities Capital Funds in 2014 as a Principal to focus on technology and healthcare investment opportunities. Prior to joining RCCF, Patrick worked at a venture-backed company and was a senior associate with Ballast Point Ventures, where he worked on healthcare and tech-enabled business services growth-stage investments. Previously, Patrick was a senior investment banking analyst for Raymond James & Associates, where he was actively involved in advising companies regarding initial public offerings, raising capital in both the public and private markets and merger and acquisition opportunities.
Patrick graduated with a BS in finance with honors from the University of Florida and an MBA from the Fuqua School of Business at Duke University with the Health Sector Management (HSM) certificate.
Ray is a leader for navigating development of disruptive solutions and creation of new markets that leverage emerging technologies. During his career, Ray has been successful with CEOs, Boards, and investors to grow and position sale of 3 companies. He has also assisted companies in obtaining significant funding for growth around the world through traditional fundraising activities and M&A.
Currently advising high growth companies through early and mid-life cycle stages of expansion as a consultant and board advisor, Ray brings more than 20 years of extensive competencies in business development, strategy and finance. He has held roles of broad and critical responsibility including C level, Board seats and VP positions with leading global brands, Fortune 50, investment firms and emerging growth organizations. His efforts have resulted in increased market share capture, leadership within their respective industry sector and strong returns for investors.
As a previous co-founder of a successful startup and leader for new business inside major global brands, Ray has a deep passion for building businesses and achieving success. With a distinctive industry track record encompassing wireless and mobile solutions (Nokia, AT&T), enterprise technology solutions (Fortune 500), digital media and content (Sony BMG), supply chain and value added logistics services (ATC Logistics & Electronics), and international M&A (PwC Consulting), Ray has demonstrated a clear understanding of how to lead and grow businesses in these sectors.
Ray, an accomplished musician and drummer, currently resides in the Dallas-Ft. Worth area.
Past-President of the Nursing Institute of Healthcare Design and award winner of the HCD 10 in 2014, Jennie is passionate about the environment of care in cities, homes, and workplaces. An innovator and change agent, Jennie’s desire is to see people and organizations reach their full potential.
Jennie uses a human-centered design approach to promote operationally efficient environments, cohesiveness of services and actively involve the family in decision-making to enhance the services provided to them.
Her passion for social consciousness for health and well-being believes opportunities exist to integrate the approaches of the health system and the community to improve health disparities.
A Canadian and American citizen, Jennie enjoys being outdoors, exploring, and traveling.
Mark is Assistant General Counsel for the Alcon division of Novartis and is based at Alcon’s Fort Worth headquarters, where his pharmaceutical IP practice includes domestic and foreign prosecution of chemical and formulation patents and associated licensing and transactional work. Prior to going in-house with Alcon, Mark was an associate attorney with Fulbright and Jaworski LLP (now Norton Rose Fulbright) at Fulbright’s Washington D.C. and Dallas offices, where his practice included patent litigation and prosecution with a life science and medical device focus. Mark also provides patent and trademark counseling for emerging companies in the IT and consumer products/services areas. His volunteer activities include pro bono legal services at the appellate and agency level for U.S. military veterans in Texas, Oklahoma, and Colorado.
Mark received his J.D. with honors from the University of Houston and his undergraduate degree from Virginia Tech with majors in chemistry and biochemistry. Before choosing to pursue a legal career, Mark held science-related positions at Georgetown University, the National Institutes of Health, and Perkin-Elmer Applied Biosystems, and received additional technical training at the University of Miami and Los Alamos National Laboratory. Mark resides in Fort Worth with his wife Christina and their two school-aged children. He is an instrument-rated pilot and a snow and endurance sports enthusiast.
Mr. Florimbi brings over 45 years of direct federal government and defense programs marketing and contracting experience. Michael Florimbi has personally managed the government funding and program development of over $500 million in federal contracts, involving different government agencies and international defense companies. Michael Florimbi is a former an Executive VP of Raytheon and former CEO of BEI Missile Defense Systems. In both these positions he was credited with building and successfully winning government contracts for these company’s strategic programs. He has served as Principal of Florimbi Partners a consulting company assisting his client companies in growing their government contracts. Mr. Florimbi was the co-founder and CEO of LingoLogix, a healthcare technology software company. LingoLogix software was successfully installed in hospitals as well as the Veterans Administration.
Over a 30 year career as a software and SaaS vendor, I have sold, architected, and managed successful systems generating well over $1 Billion in revenue:
• Healthcare Revenue Cycle (IMaCS/ now MedAssets)
• Point-of-Service Healthcare Cost Estimation
• Data Center Scheduling & Reports Distribution (Sam Wyly’s UCC—the original software-only vendor)
• Master Limited Partnership Transaction Tax Reporting (Price Waterhouse)
• Propane Gas Market Deal Analysis and Transaction Accounting (Hadson Gas)
• Retail Bank Sales Tools (Hogan Systems)
In 1990, I founded a Software-as-a-Service Healthcare Revenue Cycle Solutions company, IMaCS. That business continues to be a key contributor to MedAssets’ (MDAS) revenues. Years of classic entrepreneurial struggles—from Bootstrap, to Angel money, to Private Equity Recapitalization, to Acquisitions, to successful business exit—yields an older, wiser Harriett, investing and advising entrepreneurs in the Healthcare and Technology sectors.
Recognizing the essential (and often missing) need for sales & marketing expertise in Technology-oriented businesses, I co-founded the consulting group, BaylonST (Sales Technology) to help clients find and stay on the shortest route to Revenue.
The Enumerist’s, motto, “Finite and Unbounded” speaks to my interest in novel solutions to old problems delivered via late-breaking technologies, funding prototypes of natural language processing, prediction, big data, and BYODC (Bring Your Own Data Center) to evaluate their business feasibility.
With more than 13 years’ experience in leading sales and marketing teams for national healthcare technology companies, Mr. Freeman brings with him a successful track record in building dynamic teams to effectively drive company growth initiatives. Mr. Freeman’s healthcare IT career started in 2000 with Innovative Manage Care System (IMaCS), where he quickly made his way up the ranks from an individual contributor on the sales team to Regional Vice President of the western U.S. in 2004. IMaCS was acquired by Welsh Carson Anderson and Stowe (WCAS) in 2004, where Mr. Freeman served as the Senior Vice President of Sales until the acquisition of Accuro by MedAssets. Mr. Freeman was an essential collaborator with company executives on the strategic direction and M&A discussions during this transaction.
Following the acquisition, Kevin remained at MedAssets serving as the Senior Vice President, Revenue Technology Sales, Western U.S. In 2011 he joined Net.Orange, Inc., as the Executive Vice President, Business Development and Marketing building a sales and marketing organization from the ground up leading Net.Orange to a successful acquisition by NantHealth. Just prior to joining VitalWare, Kevin was responsible for all sales and marketing activities at GAFFEY Healthcare as their Executive Vice President, Sales and Marketing.
Jake Frost is an executive leader with over 14 years of experience in health care, technology and as an investment adviser and entrepreneur. He has served in a variety of leadership roles with McKesson Corporation and as a management consultant to biotechnology, healthcare providers, and healthcare technology companies. Jake has led programs involving large health care agencies including, the Center for Disease Control, Veterans Administration, flagship biotechnology companies, pharmaceutical manufacturers, top ranked health systems and provider operators. His experience includes pre and post deal involvement through multiple acquisitions with multi-billion dollars in total asset value. He has developed strategic programs, performed due diligence, provided valuation assessment and secured capital to fund growth strategies with corporate and early stage firms.
Jake enjoys serving others, leading by example and helping people grow and develop. He is uniquely positioned to lead firms through strategic planning, business development, operational improvement, change management, valuation, assessment and capital sourcing. He holds a bachelors degree in Finance, with a minor in Spanish, from Austin College and an Executive MBA from Southern Methodist University. He enjoys running, cycling, yoga, the outdoors and working with local charitable organizations
Dr. Gandhi is Medical Director of Oncology at Methodist Charlton hospital in Dallas . He is board certified in Internal medicine, Hematology and Medical Oncology and carries a special interest in healthcare management, regulations and heath entrepreneurship. He also serves as Vice Chair of the Department of Medicine and Chair of Cancer Program at the Methodist Charlton hospital. He sits on the national Pharmacy and Therapeutics committee for Catamaran PBM (pharmacy benefit manager) as an Oncology expert. He has earned MBA (Masters of Business Administration) from the Isenberg School of Management, University of Massachusetts.
Dr. Gandhi is a physician-entrepreneur/investor involved in mentoring and assisting health start ups. He is Founder and Organizer at DIHEN (DFW Indian Health Entrepreneur Network) and works with local and national angel groups and crowd-funding platforms. He serves as an Advisor to oncology and other health related ventures. As an active member of SoPE (Society of Physician Entrepreneurs) and TiE (The Indus Entrepreneurs) he is actively involved in engaging the physician community in health entrepreneurship.
In his spare time he enjoys writing, traveling and spending time with his 3 children and his wife Dr.Shyama Gandhi who is a practicing Family physician in the Dallas area.
Juliana is the Managing Director Houston Angel Network (most active US network in 2016), Senior Advisor of the Portfolia Consumer Fund and Rising Tide Fund, Investment Committee Member of the Texas Medical Center fund and a Kauffman Fellow. Juliana was the Manager of the Sophia Business Angels network (best European network in 2010) and of Antipolis Innovation Campus, the Business Innovation Centre in in the French Riviera, as well as Project Manager of several International Projects funded by the European Commission. Previously, Juliana worked for 5 years in Singapore: first as an International Trade Consultant for the Trade Commission of Spain in a broad range of industry sectors and then as a Project Manager for the Asia Technology Office of Citigroup, leading projects at international level in Europe, Latin America and Japan.
Juliana obtained an MBA at the London Business School and Berkeley’s Haas School of Business, specializing in Entrepreneurship. She is President of one of Sophia Business Angels sidecar funds SBA ISF Holding and Expert Committee Member of Success Europe and a member of the UT Horizons Fund External Advisory Committee. Juliana is a member of the Angel Capital Association Membership Committee and the Angel Education Chair for of Houston Exponential’s Steering Committee as well as an International Founding Member of Istanbul’s Galata Business Angels and of WEangels, focusing on investing in Latin American Women Entrepreneurs.
Mr. Garcia joined Green Park & Golf Ventures in June 2011. As a Principal of the firm, he is responsible for sourcing and evaluating startup and early-stage investments in the healthcare and technology sectors, performing due diligence, and portfolio company and fund management. Mr. Garcia has prior operational and financial management experience at FedEx, Bold Ventures, and Lone Star Investment Advisors.
Mr. Garcia received his MBA from the Cox School of Business at Southern Methodist University in Dallas with concentrations in both Finance and Strategy and Entrepreneurship as well as a specialization in Alternative Asset Management. He graduated from the University of Notre Dame with a bachelor’s degree in Finance and a second major in Sociology.
Peter R. Gottlieb co-founded the Surgery Center of Richardson in 2003. This was the first surgery center in the United States built, equipped and staffed specifically for the lap band procedure. In 2004, Mr. Gottlieb co-founded the American Institute of Gastric Banding which then acquired the Surgery Center of Richardson and developed additional lap band surgery centers in Fort Worth, Houston and San Antonio. A leader in the bariatric space, Mr. Gottlieb in conjunction with leading bariatric surgeons, demonstrated that bariatric surgery could be done safely and efficiently in an outpatient environment. The American Institute of Gastric Banding was acquired by a private equity firm in 2006. Mr. Gottlieb returned as the CEO and President of AIGB in 2009. From 2009 through 2012, EBITDA more than tripled leading to the acquisition of the company by United Surgical Partners.
After starting his career in commercial banking, Mr. Gottlieb was the chief operating officer for the Dallas Medical and Surgical Clinic. As the largest multi-specialty physician group in the Dallas Fort Worth area, Dallas Medical had a wide range of ancillary service areas including an ambulatory surgery center, extensive radiological services and clinical trial departments. He has worked for healthcare industry leaders in a variety of managerial and development roles. He has held executive positions with AHI Healthcare Systems and MedPartners. From 1997 through 2001, Peter was the CEO of Delos WomensHealth, a venture capital backed physician practice Management Company. Peter has also done extensive consulting work with surgery centers, physician practices and hospitals.
Michael Gorton, BS Engineering, MS Physics, Juris Doctorate. CEO, Chairman, Principal Solar
Over the last twenty years, Mr. Gorton has founded and co-founded seven companies and become the quintessential entrepreneur, mentor and company builder. He has had the unique opportunity to impact three industries: telecommunications, music and healthcare. Gorton has earned 3 college degrees while working full time.
In 2009, Gorton founded Principal Solar, a company dedicated to the task of driving grid parity for solar electric rates. The Company has built a business model which has attracted some of the Country’s best known luminaries in electric utilities and finance. Currently, the company is executing a national roll-up of solar assets. Principal Solar has also founded the Principal Solar Institute, an entity which has published a dozen white papers, written articles for industry publications and released the Industry’s first ratings and standards for solar modules and systems.
In 2002, Mr. Gorton was the founding CEO of TelaDoc, a company which solved the efficiency paradigm for a subsection of healthcare. Under the TelaDoc model, members had access to telephonic physicians who could review medical records, treat and prescribe medication. When Mr. Gorton founded the company, it was considered controversial, and when he left in 2009, it had over a million paying members nationwide, advocacy from the very top of healthcare, and studies/white papers from many of the think tanks. In 2013, TelaDoc was names one of the Top Ten Most Innovative Companies in Healthcare
In 2000, as the tech bubble was popping, Mr. Gorton became a founding partner of the Texas Acceleration Group, an entity formed to assist startup companies. Because of the imminent fall of the technology sector, Gorton and other TAG partners founded Palo Duro Records to promote unknown country artist: Shelley Laine. During the next three years, Laine became the number one ranked Independent artist in Country Music, was nominated for best female artist in 2002, and put six songs on the charts.
In 1993, Mr. Gorton founded Internet Global, an entity designed to deliver Internet access. At that time, almost no one knew what the Internet was or how it would impact the world. In the early days, Michael would travel and lecture on subjects as simple as: what is an email address? Ultimately, iGlobal would deliver the world’s first DSL network and one of the nation’s first VOIP networks. In the late 90s, the Dallas Business Journal ranked iGlobal as North Texas #1 provider. Mr. Gorton negotiated a $122 million buyout of iGlobal in 1Q 2000.
In 1981, Mr. Gorton joined Dallas Power and Light, which later merged into Texas Utilities. During his term there, he worked as a project engineer dealing with power plants, distribution, transformer management, and integration of renewable energy into the grid. Over the course of several projects, he moved from lead engineer to management. After completing law school at night, Michael began working on regulatory issues and other non-engineering management projects. Mr. Gorton left TXU in 1992.
Mr. Gorton enjoys writing both fiction, and nonfiction. He has published three novels and dozens of articles on topics ranging from physics to healthcare. He has run 18 marathons, climbed mountains on several continents, ridden his bicycle on several long distance rides, one of which was just under 5,000 miles. Michael and his family are working a goal of climbing the highest mountain in each of the 50 States.
Joel Granier is a US and global product management executive specializing in the healthcare and medical device industry. Joel has over 20 years of progressive marketing responsibility with large firms (Medtronic and Roche Diagnostics) as well as mid-size and start-up firms. He has extensive expertise in both upstream and downstream marketing on brands up to $1B. Joel has a proven track record of leading cross-functional teams, collaborating with key stakeholders, functions and external agencies and driving game-changing strategies.
Most recently, Joel served as Marketing Director for Vizient, Inc. where he directed product marketing activities on a $70M clinical and operational analytics portfolio, including annual marketing plans, go-to-market strategies, and campaigns. Prior to Vizient, Joel held the position of Director, Product Strategy and Development for Miraca Life Sciences’ Dermatopathology division in Dallas. Joel directed full P&L on $70M dermatopathology business unit including annual and five-year marketing plans and brought the business unit back to profitability following 50% cut in CMS reimbursement.
As Senior Product Manager at Medtronic, Joel established Medtronic’s start-up business in surgical sleep apnea where he was responsible for fully integrating all marketing activities of acquired companies, starting a cross-functional portfolio team and defining and executing on the five-year strategic plan. He also led Medtronic’s $60M neurosurgery marketing team.
With Roche Diagnostics, Joel held numerous progressive positions involving global product development and product marketing in their $1B diabetes business. He served on the global portfolio team where he conceived a global ideation process, created next generation products, developed branding and positioning strategies and launched products to 35 countries. As Group Marketing Manager, Joel led Roche’s US retail marketing, global marketing and was the first business/marketing person selected to lead the #1 cross–functional development and launch team on their $1B brand,
Earlier in his career, Joel’s work included several years in the gastroenterology diagnostics market with Synectics Medical/Medtronic in sales, product management and as head of customer service.
Joel has a B.S. from Texas A&M University and an M.B.A. from the University of Houston.
Jeffrey A. Haithcock, MD is a full-time practicing interventional neuroradiologist in the Dallas area, currently serving as Chief Medical Information Officer (CMIO) for his sub-specialized radiology practice of 60+ physicians. He also holds a faculty appointment as Clinical Assistant Professor of Radiology at Texas A&M Health Science Center.
Dr. Haithcock received his BS degree from Michigan State University and his MD degree from The Ohio State University. He completed his internal medicine internship and diagnostic radiology residency at Baylor University Medical Center at Dallas, and subsequently completed fellowships in diagnostic neuroradiology and endovascular surgical neuroradiology at the University of Texas Southwestern Medical Center. Dr. Haithcock is board certified in both Diagnostic Radiology and Neuroradiology, and holds senior memberships in the Society of NeuroInterventional Surgery and the American Society of Neuroradiology.
Outside of clinical practice, Dr. Haithcock enjoys mentoring, advising, and investing in healthcare start-ups. His interests include physician entrepreneurship, medical device development, imaging informatics, digital health, and technology commercialization.
Currently a Director at RSM US LLP, the leading provider of audit, tax and consulting services focused on the middle market, Mike Harbut has over 15 years of capital markets experience with both private and public companies. Prior to joining RSM, he was Vice President at BDR Research, a healthcare-focused research, financing and operations boutique, where he worked directly with many of America’s premier healthcare investors to conduct product, market, and investment diligence. He has commercialized more than two dozen research and advisory services; sourced over 35 strategic partnerships; and served more than 200 investment management clients including hedge funds, mutual funds, private equity funds and venture funds. Mike earned a Bachelor of Arts (BA) from Boston University, a Master in Business Administration (MBA) from UT Dallas, and a Master of Science in Accounting (MSA) from UT Dallas.
Dr. Heighten is a founding member of Green Park and Golf Ventures. After completion of residency training at the Southwestern Medical School affiliated Parkland Hospital program in Dallas, Texas he practiced Emergency Medicine for 13 years. In the early 1990’s Dr. Heighten was one of five physicians founding Metroplex Emergency Physicians Associates, P.A. “MEPA”. MEPA employed and managed emergency medicine providers contracting with 23 hospitals at its peak in Texas and surrounding states. MEPA was sold in 1998 to EMCARE a publically traded emergency services provider.
In 1994, Dr. Heighten founded the physician organization that ultimately became known as Medical Edge Healthcare Group, P.A. “MEHG”. MEHG at the time of its acquisition in 2010 by Texas Health Resources, “THR”, employed over 400 doctors and mid-level providers and owned facilities providing a comprehensive range of ancillary and laboratory services that in aggregate accounted for over 1.5 million patient encounters per year. Dr. Heighten has continued his involvement in the integration of MEHG into the Texas Health Physician Group as an employee of THR with particular emphasis on pay for performance initiatives.
Dr. Heighten was also a founder and board member of Physerve Physician Services, “Physerve”. Physerve provided comprehensive management support to multiple physician groups across the USA and was also sold to THR.
Dr. Heighten is also a founding member of Caddis Partners, a real estate development and management company specializing in healthcare properties. Caddis has consistently ranked as a top developer by number of square feet developed in North Texas.
Along the way Dr. Heighten has served on the boards of hospitals, insurance entities and technology companies. He is married to Dr. Debra Caudy, a medical oncologist and has four children. His philanthropic interests are devoted to the understanding, prevention and treatment of autistic spectrum disorders.
Paul Herchman, CEO, Thermi, an Almirall Company
Paul’s latest venture, Thermi, marked the reuniting of Principals Paul Herchman and Kevin O’Brien who together in 1989 founded, developed and operated Medical Alliance, Inc., a nationwide pioneer in mobile surgical and aesthetic technology services.
Thermi- 2012- present
MedSurge Advances, Inc. 2003-2007
MedSurge Advances, developed into the nation’s largest independent provider of aesthetic medicine products and services to physicians.
Medical Alliance, Inc. 1989-2001
Mentor- Health Wildcatters 2013-present
Paul Herchman is an entrepreneurial executive offering years of experience in the conception, development and management of medical and aesthetic ventures. He has lead several well know and successful medical/aesthetic start-up companies and brings solid business insights with the ability to raise capital, analyze market needs, envision new program concepts and strategies. Paul excels in devising non-traditional solutions that exploit emerging technologies or trends.
Carter is a managing director with River Cities Capital Funds and has been with the firm for 15 years. He leads the company’s healthcare investing practice. Previously, Carter worked in marketing and business development for Home Technology Healthcare, a comprehensive home healthcare company, private-equity financed by Continental Illinois and acquired by Integrated Health Services. As the recipient of the Bradford Fellowship, Carter also worked in equity research at J.C. Bradford & Co. while attending business school.
Carter has represented RCCF in successful exits in healthcare services and medical technology companies, including Accelecare, Horizon Resource Group, Pioneer Surgical, OrthoHelix Surgical Designs, Suros Surgical Systems, Orthoscan, invivodata and mostly recently, Centerre Healthcare.
Carter holds a BA from Trinity College and received his MBA from Vanderbilt University.
Carter serves on the Cincinnati Parks Foundation board and is an independent director on the board of Onconome, a molecular diagnostics company.
Dr. Hirsch is Senior Medical Director for Flatiron Health and a practicing medical oncologist with Texas Oncology in Dallas. At Flatiron Health, he helps to lead multiple efforts including value based care initiatives, collaborations with life sciences companies, and the development of novel research capabilities. Prior to joining Flatiron, he served as Medical Director of Informatics and Health Economics and Outcomes Research (HEOR) for US Oncology and was as an Assistant Professor at Duke University in the Duke Cancer Institute and Duke Clinical Research Institute. He is also a Co-Founder and Board Member at SignalPath Research, a start up leveraging technology to make clinical trials more efficient and effective. Across these roles, he focuses on the economic and organizational complexities of health care delivery and on the use of information systems to improve cancer care and patient engagement.
Tricia Holderman is Owner, President and CEO of Elite Facility Systems and its subsidiaries Elite Home Services, targeting the luxury home market, and Cleaning Supplies and Solutions, featuring just-in-time products and supplies for small businesses.
Elite Home Services, a 35 year old housekeeping company, maintains homes for the pickiest clientele in the Dallas Forth Worth Metroplex. Elite Facility Systems specializes in cleaning Medical, Dental and Healthcare Facilities, with offices in Dallas and Richmond, Virginia. Ms. Holderman is internationally recognized as one of the leading authorities in the healthcare facility industry and has provided best practices training and consultation throughout the United States, Europe, Russia, India, and the Middle East.
In addition to her business schedule Ms. Holderman has taken time to support more than 40 organizations including Junior Achievement and Leadership Dallas. She has served on many boards, including Products Advisory Board of Proctor and Gamble, National Board of Crohn’s and Colitis, and was International Coordinator and VIP Liaison for the highly successful Women’s Peace Conference in Dallas, Texas.
Tricia is a Crohn’s disease survivor, withstanding over 50 surgeries (in addition to minor heart attacks): 5 (five) hip replacements and several ileostomy and intestinal surgeries. She has put her health issues to good use by helping her clients understand the patient point of view which is becoming increasingly more important in healthcare settings. She has been involved politically, campaigning for state office and helping elected officials understand small business and health issues.
Success magazine awarded Ms. Holderman the Greatest Business Comeback and featured her on its cover; in 2009 she was awarded the Spirit of Texas Small Business Award by the Greater Dallas Chamber of Commerce. She has appeared frequently in print media and on numerous television shows in Dallas.
Ms. Holderman has been self employed since she was 17 years old.
Contessa “Tessa” Hoskin is a Business Executive Leader with more than 19 years of experience and leadership responsibilities in Program Management (P&L), Business Development & Capture Management, Operations, Engineering, Mergers & Acquisitions, and Strategy. Hoskin’s career spans industries of Petrochemical, Industrial and Commercial Manufacturing, Telecommunications, Defense & Aerospace, Healthcare, Distributed Control Systems & Automation, and Integration. She has matured her career from individual contributor to Divisional Executive (VP).
Tessa holds a Bachelor of Science degree in Electrical Engineering from McNeese State University and a Master degree in Business Administration from Southern Methodist University (SMU), Cox School of Business. She is a globally certified Project Management Professional (PMP) and a Lean Six Sigma Certified Black Belt.
She has earned multiple awards for Mentoring Excellence, Technical Honors, Service, Corporate Performance, Leadership, and more. She has been profiled in numerous publications for companies, engineering, and business, including US Black Engineer and Beta Gamma Sigma. She is currently on the Board of Directors for Southern Methodist Cox School of Business Alumni Board.
Tessa continues to be a motivational speaker and featured panelist for various events and organizations in the areas of diversity, careers, and leadership.
In addition to her motivational speaking, she is also an entrepreneur, a published author, a runner, and has been successful in inspiring others in the areas of health and fitness.
Scott Jacobson is Cigna’s Vice President & National Collaboration Lead responsible for working across health care industry organizations to craft and implement new Delivery System Alliances to achieve a more coordinated and integrated health care marketplace. This dynamic role follows his recent eleven year tenure with Cigna-HealthSpring where he most recently served as Vice President of Development & Innovation and multiple previous roles in designing and implementing Primary Care led delivery systems across several market areas. Scott is a former partner of Dr. Heighten and Mr. Soderstrom at Medical Edge Healthcare Group, a successful Dallas based physician practice management organization. Scott is also active in angel investing through Tech Wildcatters/Health Wildcatters and in private equity investments through Transition Capital Partners. Scott received his BBA from Texas Tech University and his AD in Nursing and continues to maintain licensure as a Registered Nurse.
Danny Janiak is an Associate with Mercury, where he focuses on developing and originating science-based investment themes and startup opportunities. Prior to joining Mercury, Danny was an Associate in the Physical and Biological Technologies practice at In-Q-Tel, the strategic venture investment arm of the U.S. Intelligence Community. While at In-Q-Tel, Danny was responsible for the management and oversight of technology development programs in numerous In-Q-Tel portfolio companies. In addition, he was responsible for leading technical due diligence on all potential investment candidates in the advanced materials space.
Danny received his BS and PhD from the University of Maryland where he was a Future Faculty Fellow and held the Robert E. Fischell Fellowship in Biomedical Engineering. In addition, Danny is currently participating in Class 17 of the Kauffman Fellows Program through the Center for Venture Education.
Outside of Mercury, Danny serves in Advisory roles for PIPELINE – Kansas City, the University of Missouri’s Enterprise Investment Program, the University of Texas Horizon Fund, and the William J. von Liebig Center at the University of California – San Diego.
Jim Janicki brings over 30 years experience in business and software technology leadership to SigmaFlow as Chief Executive Officer. Prior to joining SigmaFlow, Jim was President and CEO of Ignite Technologies, a leader in enterprise content delivery solutions where he grew revenues over 6X and deployed the Ignite Solution Suite to major Fortune 500 companies such as, Bank of America, HSBC and McDonalds.
Prior to Ignite Jim was co-founder of MetaSolv in July 1992 and served as President and Chief Executive Officer in addition to his role as Chairman of the Board. During his tenure MetaSolv grew from a startup organization to a publicly traded company with revenues in excess of $130 million. Post IPO, Jim continued to grow and broaden MetaSolv’s solution offerings via two major acquisitions, a division of Nortel Networks and Orchestream PLC, a London based public company. Jim is widely recognized in the telecommunications industry as a leading spokesperson and innovator.
Prior to co-founding MetaSolv, Jim held various positions at Texas Instruments including North American Director of Consulting for the Information Engineering Facility (IEF) and Director of the IEF Templates organization, a unit that Jim founded and led. Prior to joining Texas Instruments, Jim worked for IBM.
Jim is a recipient of the Ernst & Young Entrepreneur of the year award as well as the Dallas Tech Titans CEO of the Year Award.
Jim has a Bachelor of Science Degree in Computer Information Systems from Arizona State University.
Vinny’s professional interests are centered upon innovations in healthcare and technology. Vinny was trained a biological scientist, earning Masters degrees in Endocrinology and Pharmacology from U.C. Berkeley and Cornell University, respectively. He followed the healthcare industry as sell-side analyst and buy-side investor at Lehman Brothers, ThinkEquity Capital, and Origin Capital Management, among other firms. He became an entrepreneur in 2010 by co-founding and serving as the CEO of Stockr, a social media platform for the stock market. Subsequently, he was the interim CEO of QuikFlo Health (TSX: QF), a healthcare information technology company developing artificial intelligence software for reading CT scans of stroke patients. Having re-located recently to Dallas, he currently serves as a Mentor at Health Wildcatters, an Advisor to Take Command Health, and as an Entrepreneur-in-Residence at the UT Southwestern Medical Center. Vinny lives in Allen, TX with his wife and two kiddos.
Steve Kearney has been involved with successful entrepreneurially-driven companies over the course of his career. He currently serves as Chief Financial Officer of Presbyterian Communities & Services, a progressive not-for-profit in Senior Living / Senior Care. Recently he served as Executive Vice President, Chief Financial Officer of Practice Support Resources, LLC executing a sale of the company, a successful exit for majority shareholders. In his career, Steve has been instrumental in developing and improving accounting, financial reporting, and financial planning & analysis functions in companies seeking higher levels of performance. He has executed private & public equity & debt financing transactions, including taking a company public, and several M&A transactions. Steve has experience with early stage, venture capital-backed companies as President & COO of International Radiology Group, LLC, a radiology physician practice management company, and as SVP, Chief Financial Officer of Clareos, Inc., an information technology company. In addition, Steve managed the finance & accounting consulting practice for the Dallas-Ft. Worth market for Jefferson Wells International, and has twice been Vice President, Chief Accounting Officer & Controller of mid-size public companies, specifically Assisted Living Concepts, Inc., and Coastal Healthcare Group, Inc. (renamed PhyAmerica Physician Group, Inc.)
Steve started his career with ten years at PricewaterhouseCoopers where he was a Senior Manager focused on middle market companies. Steve received his BSBA from the Kenan-Flagler Business School of the University of North Carolina at Chapel Hill. Steve is an Active licensed CPA.
opers where he was a Senior Manager focused on middle market companies. Steve received his BSBA from the Kenan-Flagler Business School of the University of North Carolina at Chapel Hill. Steve is an Active licensed CPA.
Kishore Khandavalli founded iTech in 2002 and he remains the group’s Chairman & CEO today. Under Mr. Khandavalli’s leadership, the group has evolved into a global conglomerate, established key partnerships, and acquired numerous clients, many of which are Fortune 100 organizations (Microsoft, DirecTV, Pepsi to name a few). He had been the CEO and Director of the Board of a publicly traded global software solutions company. Currently managing over 1,200 employees, three offices outside the U.S., and five within the United States and Canada, he steered iTech to be the fastest growing technology company in New England. Over the last few years, he made strategic acquisitions to make iTech into a consortium of companies with global delivery centers offering solutions in mobile technologies (www.SevenTablets.com), software solutions and data management (www.iTechBPO.com). SevenTablets is a B2B mobile solutions company that focuses on mobile strategy, security as well as Application development.
Before founding iTech, Mr. Khandavalli was President of Primesoft which he founded in 1997. Primesoft grew substantially by 2000 when it merged with Goldstone Technologies. He spearheaded the merger and subsequently led the combined organization until 2002. As the CEO of the combined companies, he expanded its operations into three continents with over 400 employees in three different continents.
Prior to venturing into the IT industry, Mr. Khandavalli worked as a research and development engineer at Enerfex, a technology think tank in Vermont. At Enerfex, he developed a unique patented technology to capture greenhouse gases and reuse them as industrial refrigerants.
He was named Ernst & Young Entrepreneur of the year finalist for two years in a row in 2009 & 2010. He was also recipient of Wells Fargo Asian Business leader finalist award in 2010. He is an avid flying enthusiast and private pilot. He is an active member of Young Presidents Organization (YPO). He holds a Master’s degree in Chemical Engineering from the University of Akron, OH.
Lydia Kinkade joined Cohen-Esrey Capital Partners, LLC (“CECP”) as a director in 2015. CECP is an affiliate of Cohen-Esrey that focuses on fundraising and equity syndication. In this role, she identifies and cultivates equity sources for apartment acquisition funds and coordinates the flow of information needed to negotiate and deliver a term sheet for individual projects.
Lydia is also the Managing Director for iiM, LLC (Innovation in Motion). iiM is an angel investment group that targets seed stage companies in the areas of animal health, human health and agribusiness. Her role is to identify and evaluate investment opportunities, facilitate the due diligence process, and manage the process of closing financings. Lydia assists with equity raising for iiM and represents iiM in strategic relationships with universities, business accelerators, angel groups, venture capital firms and other sources of deal flow.
Lydia is a graduate of Kansas State University, and spent three years teaching secondary math in Washington, D.C. Public Schools through Teach For America. While at K-State, she served as Student Body President, representing more than 23,000 students to local, state and national leaders. In this role, she helped manage more than $14 million in student fees and chaired the Kansas Board of Regents Student Advisory Committee.
She also co-chaired the Long Term Tuition Strategies Committee, which analyzed the University’s current financial condition in relation to the tuition structure, and was instrumental in creating Powercat Financial Counseling, a nationally recognized program that provides free personal finance assistance and counseling for students.
Charles H. (Charley) Kiser founded C. H. Kiser & Company, LLC, a management consulting practice specializing in developing business and technology strategies that drive extraordinary results. Charley brings decades of executive management experience leading high performing teams on a regional, national and global scale.
Prior to launching his own firm, Charley was with HP Enterprise Services (formerly EDS) serving in Account Executive, Regional Manager, and Director roles for major clients across several industries. He was also in senior management at NationsBanc (now Bank of America) and served as Chairman of the PULSE ATM Network based in Houston, TX.
Charley holds a bachelor’s degree in business statistics from the University of Texas at Austin and has completed executive studies at London Business School. Charley is co-inventor on several patents and has spoken at national quality and electronic banking industry conferences. In his spare time, he enjoys golf, swimming, biking, and an occasional triathlon. Charley is on LinkedIn, at http://www.linkedin.com/in/chkiser, and his company’s website is www.chkiser.com.
Melissa Krauth is an experienced biopharmaceutical executive, entrepreneur, and investor. She is currently a Board Member and advisor to a number of local life science companies and non-profits and is actively engaged in building local life science companies. Previously, she headed up life science investment activities at a local family office. Melissa also spent eight years as a senior executive with Reata Pharmaceuticals, where she oversaw company and product-level strategies and operations. She also spent more than ten years as a strategy consultant to executives at top pharmaceutical and biotech companies and has done several of her own start-ups. She is an honors graduate from Rice University with a BS in biochemistry and earned an MBA in health care management and strategic management from the Wharton School of the University of Pennsylvania.
Dr. Kruzel has extensive scientific research and business experience. He has worked in clinical research in the fields of infectious disease, microbiology and immunology. He has also served as Director of Product Development and Research for a startup Vitaerx Pharmaceutical Inc. Dr. Kruzel has extensive experience with patent filing and copyright management as well as performing 510K studies for FDA approval. His interest lies primarily in applying Lean and Six Sigma principles to healthcare. Dr. Kruzel obtained his undergraduate degree from the University of Dallas in Biology and went on to obtain his Doctor of Medicine from the University of Texas at Houston. He is currently pursuing his MBA from Southern Methodist University Cox School of Business.
Ray brings clarity and focus to business situations. His ability to concentrate on what’s truly important and help his team members do the same has helped his companies evolve and succeed as they grew over twenty years. Ray started and led Clarus Health Solutions, a Dallas based health care IT firm and the country’s top health plan provider search company. After the company reached a critical mass, Clarus was sold in 2014 to Cambia Health Solutions, part of the Blue Cross Blue Shield family in the Northwest. He now leads Prism Media Group, a boutique custom media company he started in 2000 that brings effective content and advertising solutions to its clients. Ray also invests in real estate and business start-ups. He in lives in Coppell with his wife of twenty-eight years and they have two grown children.
Harold (Hal) R Levine MD is a Diagnostic Radiologist with sub-specialization in Musculoskeletal and Spine imaging and Image guided pain management. He is a native Texan who has spent most of his life in the state, he has lived all over Texas while in school. After completing training, Dr. Levine recently joined a private practice group Angelina Diagnostic Radiology Associates in east Texas in Lufkin, Texas. He is also currently establishing a new minimally invasive pain management center as well. Dr. Levine graduated from Baylor University with a bachelors of science in biochemistry and minor in business administration. He then attended Texas Tech School of Medicine with subsequent residency training at Baylor University Medical Center in Dallas. He then moved to Boston, Massachusetts where he completed a fellowship in musculoskeletal and spine imaging as well as minimally invasive image guided pain management at New England Baptist Hospital, the official hospital for the Boston Celtics and Boston Bruins. Dr. Levine is an avid angel investor in the healthcare space as well as other industries. He is a member of the American College of Physician Executives (recently renamed American Association of Physician Leaders). He is the head of the Musculoskeletal Division of his radiology practice and sits on multiple hospital administrative committees. He has a specific interest in healthcare entrepreneurship as well as business finance and investments.
Please feel free to reach out to Dr. Levine for any mentorship or collaborations in which he may be able to help or advise.
cell: (214) 403- 8118
James Loomstein is the founder and leader of Digital Space Consulting. James is a former agency strategist with over 10 years of experience inside Agency.com, Directive, and Targetbase. Passionate for the online and always connected world we live in and the tools used to create and engage consumers, James has spent his professional career working within the strategic planning and digital marketing environment with Alcon, Kia, Lone Star Park, P&G, UTSW, and ZTE USA.
James is a native Texan, member of the Dallas Social Media Club, current VP of Programing for D/FW Search Engine Marketing Association, national SEO speaker (Pubcon), and graduate of the Southern Methodist University MBA program. James lives in Dallas with his wife and two children.
Ken is an experienced IT executive, having lived and worked internationally for many years, running software consulting programs for telecom carriers. His engagements took him to Europe, Africa, and the Middle East, visiting six of the seven continents and over 40 countries. He is Director of Business Development for the SensorLogic organization within Gemalto, a technology security company based in France. He works daily with telecommunication companies, software development firms, and mobile device manufacturers to create solutions to help businesses capture and manage critical operational data, reduce risk, and monitor critical assets.
Ken began his career with Accenture, and since then has worked with a variety of startups in the US and internationally. His background includes software design, hardware design, and product management. He holds a BSEE from the University of Maryland College Park, and participated with successful competition teams for solar and hybrid vehicles. During his studies, he also served in the U.S. Army Reserves as a paratrooper and communications specialist. His personal interests include snowboarding, running, and, of course, travel. Ken is on the board of directors for Artreach, a Dallas non-profit organization focused on providing access to the arts for underprivileged youth and seniors in managed-care facilities.
Mr. Marshall has over 35 years of experience in providing financial, tax and legal advice within the energy, real estate and privately owned family and start-up business environments. Some of that experience was gained from an innovative pump technology startup, GeoTek Energy, where he served as CEO. Mr. Marshall led GeoTek’s successful efforts to acquire a DOE multi-phase grant and matching private investor funds for the development and testing of its patented Gravity Head Energy technology.
Prior GeoTek, Mr. Marshall worked as CFO and General Counsel for J.D. Murchison Interests, Inc., a privately held holding company with oil and gas exploration, single and multi-family real estate development and financial investments. Mr. Marshall’s background includes experience in Big-4 public accounting, legal services, energy consulting and regulatory work.
Mr. Marshall has a Bachelor of Accountancy degree with Special Distinction from the University of Oklahoma and earned his Doctor of Jurisprudence degree from the University of Texas in Austin. Mr. Marshall is licensed as an attorney and a Certified Public Accountant in Texas and as a CPA in Florida.
Now in the role of entrepreneur building a new Dallas-based solar energy company (Principal Solar), Michael spent the first 20+ years of his career in the information technology industry in diverse business development roles. He began at Unisys Corporation where he succeeded in systems sales to the manufacturing industry. Michael then worked in the systems integration and consulting field primarily with SHL Systemhouse (now a part of HP/EDS). Next, he entered the emerging enterprise software sector, in supply chain management, with i2 Technologies where he was a leader for i2’s largest strategic partnerships that were instrumental to the company’s dramatic growth to market leadership. More recently, Michael led the sales of Aquire’s strategic workforce solutions to its largest customers.
During this successful tenure in information technology, Michael has passionately and consistently provided high-value solutions to large enterprises for strategic aspects of their operations. A key to his success has been creative and value-driven problem solving with senior management of large corporate customers.
Michael, an avid cyclist, graduated from The University of Texas at Austin in 1983 with a BBA in International Business. His undergraduate program included a year of study in Paris, France. Michael and his wife have four children and reside in his native Dallas. Michael is active in many community affairs with particular interests in renewable energy, education, cancer support and social enterprises.
Cain McClary, MD is the founder and Managing Partner of KdT Ventures. A native of Nashville, TN, Cain received his Sc.B. in Biochemistry and Molecular Biology from Brown University in 2007. During his undergraduate studies, Cain studied proteins involved in the development of
appendages, both in the labs of Dr. Kristi Wharton at Brown University and Dr. Fred Kaplan at the University of Pennsylvania.
Following Brown, Cain went on to receive his medical degree from Tulane University School of Medicine in 2012. During medical school, Cain also spent a year at the National Institutes of Health (NIH) as part of the prestigious Howard Hughes Medical Institute “Cloister” Fellowship, where he studied the role of non-coding RNA in cancer at the National Cancer Institute (NCI) in the lab of Dr. Curtis Harris.
Immediately following medical school, Dr. McClary underwent residency training in anatomic pathology at Stanford University, where during his final year, he was named Chief Resident. While in residency, Dr. McClary discovered a genetic mutation in a rare jaw tumor,
ameloblastoma. This discovery subsequently led to a successful phase IV clinical trial of BRAF inhibitors in ameloblastoma, a condition where previously surgery was the only option. Due to this success, Dr. McClary was appointed as Assistant Professor in the Department of Pathology at Stanford University, becoming the youngest person on faculty in pathology at the time. He has won several notable awards, spoken at universities and national conferences, and published more than 10 peer reviewed articles.
Most recently, prior to the founding of KdT Ventures, Cain was the lead pathologist, analytics and data science clinical thought leader, and staff physician for Grand Rounds, a San
Francisco, CA based digital health company focused on objectively quantifying physician quality for large self-insured employers. During his time at Grand Rounds, Cain developed the pathology program to support over 2 million lives, negotiated several high impact academic and employer relationships, and helped to lead the training team for all onboarding physicians.
Over the past 10 years, Cain has been at the forefront of the intersection between technology and science/medicine. In addition to personal investments in this space with outsized returns, including companies like Zymergen (currently a 56X), Firefly Bioworks (10X Exit), Concert Genetics, and PathAI, Cain has been an active advisor to both companies and institutional investors (i.e. Lux Capital, Andreessen Horowitz, 8VC, Innovation Endeavors, NueCura Partners, Cleargenes, HealthSpek, etc...), with contributions ranging from scientific thesis development all the way to monetization of product/company. Additionally, Cain is involved in entrepreneurship and finance advisory at both the local (Mentor at the Economic Development Center of Asheville/Venture Asheville) and national levels (Finance Committee Member of the US and Canadian Academy of Pathology).
Frank has nearly a decade of executive leadership experience in the implantable neurostimulation field. As the executive chairman and CEO of MicroTransponder, McEachern has led the financing efforts to raise over $22 Million in equity financing and over $9 Million in non-dilutive financing for the Company. McEachern has implemented a sophisticated international IP and licensing strategy and developed an international reimbursement strategy for each of the the Company’s products. McEachern has hired and led a top class team of internal and external scientists, engineers, and clinical and regulatory personnel through the development of multiple implantable stimulation systems and through several successful US and international clinical studies.
Previous to joining MicroTransponder, McEachern worked as a corporate securities attorney at Baker Botts where McEachern represented Advanced Neuromodulation Systems (ANS) in the merger of ANS with St. Jude Medical, the largest neurostimulation merger to date. McEachern also serves on the Board of the University of Texas Biomedical Device Center. McEachern received his BBA from the University of Texas Business Honors Program and completed his JD at the University of Texas at Austin.
Andrew is an attorney, former investment banker and experienced entrepreneur. A 1995 graduate of Brown University, Andrew obtained his JD/MBA from the University of Houston with a concentration in finance. He is a member of the State Bar of Texas. Andrew worked at JP Morgan Chase in mergers and acquisitions and then WestLB as a Vice President in the Structured Finance group, both in New York City. In 2004, Andrew founded Vivature, the leading provider of software and insurance billing solutions for college health centers. After Vivature was sold to OrchestrateHR in 2013, Andrew went on to become Trigger Point Technologies’ first CEO, outside the Founder, since the company’s inception in 2004. Trigger Point was sold to Implus in 2014. Andrew is currently the managing partner at KinetikLaw, which specializes in business and legal solutions for health and fitness professionals.
Jon Mertz served as vice president of marketing at Corepoint Health for over ten years and also led the HIMSS Social Media Task Force. His background consists of working for companies like Deloitte, IBM, and BMC Software, along with serving in Washington, DC, in various political appointments.
Expertise: Marketing | Product Management | Strategy
Sarosh Nayar is founder and CEO of Persuasive Pixel, a company that combines creativity with technology to produce big ideas (www.persuasivepixel.com) for companies such as HP, Samsung Mobile and Texas Health Resources. With 15 years of prior brand management experience at a number of Fortune 100 companies, including Frito-Lay, American Express and Philip Morris, Sarosh is well equipped to help you position your startup and manage and grow your brand. He is an alumnus of Columbia Business School and Brown University and now lives in Dallas with his wife and 2 daughters. He is an avid tennis player, a world traveler and an amateur wildlife photographer.
Ken Nelson’s successful Sales, Marketing, and Business Development leadership experience ranges from start-ups with disruptive technologies (iRhythm Technologies: NASDAQ Ticker = IRTC and Reachview Technologies: acquired by Alcatel-Lucent Technologies) to the Fortune 500 (Boston Scientific – Cardiac Rhythm Management; NYSE Ticker = BSX). Most recently, his leadership experience includes leading Medical Device, Diagnostic Services, and Digital Health industry sales and strategic partnership activity, as well as domestic and international business development and M&A activity, for BioTelemetry (formerly CardioNet; NASDAQ Ticker = BEAT). BioTelemetry is the leading publicly traded wireless medical technology company in Digital Health, with an initial focus on cardiac monitoring devices and services, and annual revenue of $200 Million+.
Over the past 5 years, he has been the U.S. VP of Sales and Business Development for BioTelemetry (formerly CardioNet), with a team of 8 Sales Directors and 100+ Sales Reps that had experienced 3 consecutive years of declining sales and 40%+ sales team turnover at the time he started, and he coached, developed, and motivated that team to drive and achieve the following significant accomplishments:
Prior to BioTelemetry, Ken was national Vice President of Sales and Marketing for iRhythm Technologies, a start-up cardiac monitoring company funded by St. Jude Medical, and which went public in Q4 2016 (market cap currently $1 Billion+; NASDAQ symbol = IRTC). In this role he built the entire foundational sales and marketing team for the U.S., developed the launch strategy for Zio Patch, a revolutionary new cardiac monitoring patch, growing sales from less than 2,500 devices in 2010 to over 30,000 in 2011, eventually leading to an IPO in 2016.
Prior to joining iRhythm, Ken spent 8 years at Boston Scientific (formerly Guidant) in their Cardiac Rhythm Management Division (implantable pacemakers and defibrillators) gaining progressive medical device sales leadership experience. While at Boston Scientific, Ken held a number of positions including Regional Sales Manager, Area Business Manager, National Accounts Associate, Field Clinical Sales Representative, and Senior Sales and Pricing Analyst. Before transitioning into medical device sales, Ken started his career in Corporate Finance, where he worked for 2 Fortune 100 Companies, AOL-Time Warner and Allstate Insurance.
Ken earned a Bachelor of Arts in Economics from Vanderbilt University and resides in Dallas, Texas with his wife Jami and 3 children, Campbell, Charlie, and Kate.
Lea Ellermeier Nesbit is the CEO and co-founder of Natural Dental Implants Inc., makers of the REPLICATE™ Non-surgical Tooth Replacement System, a 100% customized solution for single tooth replacement. Prior to Natural Dental Implants, Lea co-founded Lingualcare, INC, a Dallas, Texas based dental technology company that developed and marketed disruptive technology for the mass customization of invisible, orthodontic braces with operations in the U.S., Germany and Mexico. Lingualcare won the prestigious Dallas 100 Entrepreneur Award in 2007 for being one of the fastest growing, most dynamic companies in Dallas. Lingualcare was purchased by 3M Company in November, 2007. Lea served as Lingualcare’s CEO from the company’s inception in January, 2003 until the sale and as president until April, 2010 managing the integration with 3M Unitek.
Lea founded Lingualcare after three years with OraMetrix, a healthcare technology company that developed platform technologies for dental imaging, orthodontic treatment planning and mass customization of orthodontic archwires. At OraMetrix Lea served as vice president of marketing and sales. As a member of the OraMetrix executive management team, Lea managed marketing, business development, sales, customer service, installation and training. In addition she was successful in helping the company to raise over $20M in equity financing.
Prior to OraMetrix, Lea held leadership roles at AutoTester, XTRA On-line, Micrografx and Geoworks. Lea has a B.A. in Political Science (Cum Laude) from the University of Texas El Paso and an M.B.A. from Thunderbird, School of Global Management in Glendale, AZ.
Cortney Nicolato, CPHIT is an executive leader with over 17 years of professional experience in marketing and business strategy in non-profit management, healthcare and healthcare IT. Ms. Nicolato is currently the President & CEO of The Senior Source, the go-to nonprofit in Dallas for aging services that assist and connect older adults to resources, to opportunities, to independence. The Senior Source, which has supported older adults in Dallas since 1961, touts over 60 staff and an operating budget of more than $6.5M.
From 2010-2015, Cortney was Vice President, Marketing & Strategy for the consumer engagement technology start-up, Get Real Health. Cortney’s areas of expertise helped companies develop actionable sales and marketing strategies, grow and retain market share, optimize the use of venture capital, build thought leadership presence while capitalizing in the areas of healthcare quality and consumer technologies.
Additional career highlights include:
Cortney lives in the DFW Metroplex with husband, David, and sons, Jacob and Ian. Outside of being with her family, she is happiest when she is out for a run or training for a triathlon.
LinkedIn – https://www.linkedin.com/in/cortneynicolato
Twitter – @CortneyNic
David Orlandella is a Managing Director for ORIX Ventures. His primary focus is on new deal origination and strategic business development for Healthcare investments.
Prior to joining the ORIX USA team, Mr. Orlandella was a Managing Director for Fifth Street Asset Management, where he was responsible for origination and direct investments for the firm’s Technology Lending Group. In addition to his direct investing business, he also helped to drive new opportunities to access capital for additional asset management and growth. Before his time at Fifth Street Asset Management, he served as a Principal for ORIX USA’s Corporate Capital division, focused on debt and equity investments in Technology and Healthcare.
Prior to his time at ORIX USA, Mr. Orlandella was a direct venture investor and Managing Director at Enhanced Capital Partners and Redwood Ventures where he successfully executed investments, buyouts and growth financings focused in the Technology and Healthcare industries.
Mr. Orlandella earned his Bachelor of Arts in Economics from Bates College, and later studied Telecommunications at the University of Denver.
Mr. Orlandella serves on the advisory council for the Jindal School of Management at the University of Texas at Dallas and has been an active member of the Association for Corporate Growth and the National Venture Capital Association.
William D. Paiva, a partner, joined Sevin Rosen Funds in 2006. He brings more than 20 years of venture-capital, biomedical-industry and management-consulting experience to the firm. William specializes in identifying early-stage venture opportunities at the intersection of traditional technology sectors and healthcare. He also uses his healthcare expertise and network to assist Sevin Rosen portfolio companies developing applications and services for the healthcare market.
Prior to Sevin Rosen, William was a partner at Chisholm Private Capital Partners, where he managed a $100 million fund focused on healthcare and IT. He also worked as a manager at the Oklahoma Life Science Fund, managing $15 million and making investments in diagnostics, services and therapeutics firms.
Before that, William served as a management consultant for the Life Sciences Industry Group at Pittiglio Rabin Todd & McGrath, later acquired by PriceWaterhouseCoopers, where he consulted with the top five pharmaceutical companies on product-development and technology-management projects. William also served as an investment banking associate at JP Morgan in New York, providing strategic and investment banking advisory services to Fortune 100 healthcare companies.
William holds a Ph.D. in molecular biology from the University of Oklahoma; an MBA from Dartmouth College’s Amos Tuck School of Business; a masters degree in microbiology and immunology from the University of Oklahoma Health Science Center; and a BS in microbiology from the University of Oklahoma.
Nick is the founder of Home Care Book, a premier home care provider of quality, compassionate care for the elderly. Nick is active throughout all functions within Home Care Book.
He has more than a decade of experience investing in and operating lower-middle market agencies across the healthcare, manufacturing, distribution and service industries.
Nick graduated cum laude with degrees in Finance and Accounting from Boston College and earned a Master in Professional Accounting from The University of Texas at Austin.
Aaron Perkins is an accomplished senior product manager at Samsung Mobile with a proven track record of managing and delivering complex connected devices to market. Aaron has gained significant experience working with R&D, sales and marketing teams developing product positioning and fully integrated Go-To-Market strategies. He has led successful launches of Samsung’s tablets and wearable devices.
Prior to Samsung, Aaron was a Lead Product Engineer at Motorola leading software development of several key features and applications for smartphones and tablets.
Aaron’s interest is seeing overall healthcare and well-being improve by leveraging the advancements in mobile technology. He is currently pursuing his Executive MBA degree from the SMU Cox School of Business.
Adam Persiani is Director of Business Development at Pharos Capital Group, LLC where he leads the firm’s business development and deal origination initiatives. Prior to joining the firm, Mr. Persiani served in a similar role with Valesco Industries, a Dallas based Small Business Investment Company (SBIC). Mr. Persiani began his career as a trading professional in the futures and options markets at the Chicago Board Options Exchange (CBOE) and Chicago Mercantile Exchange (CME).
Adam graduated from the University of Illinois with a B.S. in Engineering and holds an M.B.A. from the University of Chicago Booth School of Business. Mr. Persiani is based out of the firm’s Dallas office.
Aaron Pierce serves as Managing Director at JF2 Capital and is responsible for business development, financial analysis, due diligence, as well as implementation activities for JF2 Capital portfolio companies. Prior to joining JF2 Capital, Aaron worked at J.P. Morgan where he performed public and private market investment analysis to bring tailored investment advice to large family offices, private foundations, entrepreneurs and corporate executives in Texas, Louisiana, Arkansas and Oklahoma. Aaron received his Bachelor of Science in Business Administration in Finance from the University of Arkansas. Aaron serves on the Board of Lemonade Day Dallas and is a member of the Host Committee for Great Investors’ Best Ideas. He resides in Dallas, Texas and enjoys mentoring students and aspiring business owners in the Dallas community.
Charlie Plauche is Principal at S3 Ventures. At S3, Charlie’s responsibilities include sourcing and evaluating investments in the technology and medical device sectors, performing due diligence, and portfolio company management. Prior to S3, Charlie was with Harbert Private Equity Funds, a subsidiary of Harbert Management Corporation. At Harbert, Charlie analyzed and structured leveraged buyouts in the healthcare and manufacturing sectors and assisted with portfolio management.
He received his MBA from the McCombs School at the University of Texas in Austin and his BS in Finance from the University of Mississippi, where he was a Holmes Scholarship recipient and a Mississippi Eminent Scholar. Charlie currently serves on the board of S3’s portfolio companies Alkami Technology, Kimbia, Pristine, and Tango Health. In addition, he serves as a board observer for TVA Medical, OrthoAccel Technologies, and Favor Delivery.
Mitun is a Vice President at Spindletop Capital, an Austin-based investment firm focused on expansion and growth capital for rapidly growing healthcare companies. Mitun is responsible for identifying and evaluating new healthcare investments. Additionally, he works with the management teams of existing portfolio companies to identify and implement growth strategies that will build long term value in the healthcare and life science sectors.
Prior to Spindletop, Mitun worked at The Frankel Group, a boutique management consulting firm focused on the life science industry. While at The Frankel Group, Mitun worked on various types of analyses, such as drug valuations, growth strategies, and market assessments in a number of therapeutic areas with both pharmaceutical and biotech companies. Prior to consulting, Mitun was a research associate for the Plastic Surgery and Orthopedic Lab at Massachusetts General Hospital in Boston. His research involved analyzing various stem cell differentiation techniques for use in cartilage repair.
Mitun earned his Bachelor of Science in Mechanical Engineering, with a double minor in Biomedical Engineering and Biology from the Massachusetts Institute of Technology. Mitun also holds a Masters in Biomedical Engineering from Columbia University and a MBA from the McCombs School of Business at the University of Texas.
Jeff Reich, Chief Security Officer at Barricade Security Systems, has developed a history of entering situations where little to no security or risk management infrastructure exists, or an existing system needs updating. He has been actively involved in the Information Security community for well over 30 years. He is the Founding Chairperson of the Security Leaders Forum and Founding Member of and was a Group Leader and Section Author for the Cloud Security Alliance. Jeff was the Director of Education for the InfraGard Capitol of Texas Chapter. In addition, he is a past president of the ISSA Capitol of Texas Chapter and was the Vice President of the ISSA Metropolitan Atlanta Chapter. Jeff holds a Top Secret clearance and has presented hundreds each of educational sessions and industry presentations.
In 2011, the Information Systems Security Association honored Jeff with the designation of Distinguished Fellow. This designation is awarded to no more that 1% of the ISSA membership population. Jeff holds CISSP certification from (ISC)2, CRISC certification from ISACA, CHS-III designation from ABCHS and has held many offices, with many honors, in organizations such
as the Information Systems Security Association and InfraGard. He was a Nominee for 2005 National Information Security Executive of the Year and 2006 Southeast Information Security Executive of the Year, both sponsored by Executive Alliance. In September 2006, he was granted a Foundation Certificate in IT Service Management from The Council for Service
Management Education and The Information Systems Examination Board. He has conducted training and served as guest speaker at numerous conferences and seminars.
Dr. James Rellas has been practicing cardiology in Dallas for more than 25 years. After spending nearly 20 years working in most of the North Dallas, Carrollton and Plano hospitals, Dr. Rellas has become a leader in preventive cardiology as well as cardiac imaging. One of the first cardiologists in the country to become Board Certified in CTA, Dr. Rellas works with Prestonwood Imaging which has the latest in CTA equipment called Dual Source, or 128 Slice-CTA. In addition, Dr. Rellas is one of the first Nuclear Cardiologists in the State to become trained and licensed in PET Scans, the latest in stress testing.
Dr. Rellas spends many evenings and weekends teaching and believes in keeping up with the latest in cardiology. His skills and certifications are a testament to his dedication.
The HeartFirst office at the Texas Clinic in Prestonwood, Plano Tx, has been called one of the most up-to-date in the Texas. Dr. Rellas also takes pride in the overwhelmingly positive satisfaction surveys for himself, his facility and his staff. He has been on the D Magazine Best Doctors List four times.
In many cases, same day appointments are available. Dr. Rellas understands that patients would rather see a cardiologist in a comfortable office setting rather than an emergency room. This will often avoid unnecessary admissions and give patients immediate reassurance after his evaluation.
Dr. Rellas’ office walls are covered with pictures of his family. He and his wife, Nordy, will be celebrating their 29th wedding anniversary this June. They were blessed with four children:
Jackie – Now Dr. Jackie Rellas Keedy graduated from Rice University and is now doing her Internal Medicine Resident training at the U of Washington Medical Center.
Dale – Graduated from Notre Dame and now a medical student at UTHSC at San Antonio.
Cory – Graduated from Notre Dame and now working for Sankaty Investment LLC, part of Bain Capital in Boston Ma.
Victoria – Undergraduate playing soccer at Rice University. The fourth student athlete in the Rellas family.
Ethan Rigel is the CEO and a Founding Partner of Gore Range Capital. He has more than ten years of investing experience, spending most of his time actively working with small businesses with limited resources. During the course of his career he has invested more than $900M in companies with a combined enterprise value of greater than $2B across dozens of investments. Most of his investments have been very hands-on, with Ethan taking an extensive role in the operations of the business and helping to drive the company’s success.
Frank Roby is Chief Executive Officer and a member of the Board of Directors for RevelationMD, a physician centered Healthcare technology collaborative. Mr. Roby joined the company as its second stage CEO to expand its capital and customer base with physicians and major self-funded employers. Without disrupting employer health care plans, revelationMD works with the physicians that employees use to integrate data, promote collaboration, and re-align incentives in order to reduce cost and improve quality in healthcare.
In 2009, Mr. Roby established Concero Global, Inc., an investment and advisory firm focused on emerging companies dedicated to improving healthcare and education outcomes. Mr. Roby remains Chairman of Concero Gllobal, who uses a conscious capital approach to selecting its clients, one of which is revelationMD.
From 1991 through 2008, Mr. Roby worked for Holmes Murphy and Associates, Inc. where he advanced to Chief Executive Officer for the Texas region and became an owner and member of the Board of Directors of the holding company. During his 17 years in leadership, the Dallas region experienced a compound annual growth rate of over 22% while the overall company grew to the top 1% of all brokerage and insurance advisory agencies in America. He has expertise in the management of rapid growth companies, business development, assimilation of complex de-centralized holding companies, and leadership creation.
In addition to his corporate duties, Mr. Roby has also lead numerous major not-for-profit organizations, including the North Texas Food Bank which provides over 50 million meals each year, where he served as Board Chairman; the D/FW World Affairs Council where he served as Vice Chairman; and the Dallas Regional Chamber where he served on the Executive Committee of the Board and Chaired the International Business Council and the prestigious Talent/Workforce/Education Committee that oversees Leadership Dallas. He was a founding board member for Champion Impact Capital, one of America’s first Social Impact Bond Organizations. Experiences include chairing numerous capital campaign committees.
He has led dozens of social service mission teams to Mexico, Costa Rica, Nigeria, Uganda, Kenya, Nepal, India, and West Bank (Palestinian Territories). He was also a representative of the City of Dallas and the Dallas Regional Chamber of Commerce to trade missions in India and China. Beyond specific trade mission experiences, the focus of these experiences include building Habitat for Humanity homes, relationship building at the individual level, economic development, entrepreneurship, and community development. In addition to these outbound visits (always working with established local groups), Mr. Roby has hosted visiting delegations from over 20 countries from 5 continents.
Currently, Mr. Roby is involved both locally and nationally. Locally, he is a member of the Executive Board for the SMU Meadows School of the Arts. Globally, he serves the International Center for Religion and Diplomacy, a Washington DC based organization working in Middle East and South American countries. He is also concluding his term as a member of the Board of Directors for Empower African Children (in Kampala Uganda) where he served as CEO for two years (concurrently with his Chairman role at Concero Global). In Old Delhi, India, Mr. Roby is a member of the Board of Directors for St. Stephens Hospital (a 125 year old Christian Charity Hospital serving the poor of all faiths in Old Delhi, India). He is also a member of the Dallas Assembly, the Tower Center at SMU and the Dallas Committee on Foreign Relations.
Mr. Roby is a graduate of Southern Methodist University with a BFA degree in Journalism/Public Communications. He is married to Rev. Linda Roby and they have 3 children and 8 grandchildren. Beyond his career and service, his interests include fly fishing, hiking and helping children grow into productive leadership through teaching, coaching and mentoring.
Eric Rock has demonstrated repeat successes as an innovator and entrepreneur, having founded three highly successful software companies. Most recently, Rock has launched Intuitive Health, delivering an advanced cloud-based Remote Care Management platform connecting providers with their patients via wireless mobile devises. The result is a disruptive transformation in the delivery of healthcare to the consumer, reducing costs and greatly increasing provider efficiency.
Prior to Intuitive Health, Rock had founded MEDHOST, a healthcare software company serving over 400 hospitals and 10 million patients annually, with electronic medical records, charge capture and operation efficiency solutions. Innovations also included geographic bed/facility views, patient self-service kiosks, multi-touch data visualization and an enterprise operational visibility engine. MEDHOST was the pioneer in touchscreen technology for healthcare and stands today as the most intuitive hospital EMR in the industry. MEDHOST was successfully acquired in 2010 for $40M, shortly after Rock had launched Intuitive Health.
Prior to MEDHOST, Rock launched his first company based upon the first-ever Table Management System, ProHost, for the hospitality industry. The solution utilized in geographical visualization of restaurant status to help staff solve the surprisingly complex problem of balancing restaurant resources, improving workflows and accurately forecasting wait times. Additional innovations included online reservations, customer kiosks, status displays via televisions and a wireless paging transmitter. ProHost was deployed in over 5,000 restaurants world-wide, before it was acquired by pre-IPO.COM, for $30M in stock, which later became the front-end of OpenTable. com.
Rock is an advisory board member of various technology organizations, including Microsoft, and a frequent speaker at events such as HIMSS, ATA, mHealth Summit and TEDx. Rock also finds quality time for his wife and two young boys, including weekend treks in the RV, soccer coaching and Boy Scout leadership.
Hal Rose understands growing a business. He has over 25 years’ experience in launching, growing and re-building businesses, business operations, development and investment in the fields of healthcare, personal care, technology, new & traditional media, business services, and manufacturing/distribution companies. He currently works with entrepreneurs in the healthcare space including dermatology, pathology, genomics, toxicology and related technologies and services, medical devices, medical service rollups, derm and skincare ingredients and finished products. He recently spent 6 years leading and as COO and General Counsel for multiple growth companies in the Dallas area. Rose has had direct responsibility for the launch and development of businesses, and for over $200 million in business acquisitions, technology development and sales, and all related legal matters. He has also served in leadership and counsel roles for e-business solutions, online media and internet fulfillment companies. Earlier in his career, Rose founded a firm providing outsourced general counsel services to high-growth companies and private equity groups throughout the U.S. Rose earned an undergraduate degree from the University of Texas at Austin, a J.D. from SMU, and completed the SMU Cox School of Business Executive Management Development Program. He began his career in the private practice of law for a top U.S.-based international law firm. Rose is engaged in numerous charitable activities including his current service with the Dallas Entrepreneur Center, Tech Wildcatters, University of Texas Venture Labs and the Perot Museum He enjoys outdoor activities with his wife and 2 children.
Will Rosellini currently serves as the Director of Commercialization at the Texas Biomedical Device Center. He also serves on the boards of Marathon Patent Group, Rosellini Scientific and Microtransponder. Prior to his affiliation with the Texas Biomedical Device Center, he was the founding CEO of Lexington Technology Group and raised nearly $16 million in private equity in 2012 taking the company public by reverse merger to DSS. Previous to Lexington, as the founding CEO of Microtransponder, Rosellini led a team that raised $12 million in venture capital investment and $11 million in NIH funding to support the development of a number of medical devices through preclinical and clinical studies. During his tenure there, he was named an MTBC Tech Titan and GSEA Entrepreneur of the Year. Rosellini is an inventor on 15 patents or patent applications and has published peer-reviewed articles in the area of bioinformatics and databases. He also has testified to Congress on the importance of non-dilutive funding for inventors and researchers.
Rosellini holds a BA in economics from the University of Dallas; an MS in accounting, an MBA and an MS in neuroscience from the University of Texas at Dallas; a JD from Hofstra Law; an MS in regulatory science from the University of Southern California; and an MS in computational biology from a joint program at Rutgers and the New Jersey Institute of Technology. He currently is pursuing a PhD at UT Dallas in neuroscience, focusing on evaluating the safety and efficacy of a novel form of neurostimulation called voltage-controlled capacitive discharge. In addition, Rosellini was a minor league pitcher in the Arizona Diamondbacks organization.
Sean is currently a cofounder of Healthfundr and has a background in software startups and securities law. He was an early employee at a successfully exited SAAS startup. He has represented companies in complex securities litigation, in SEC compliance, and was a trial team member in a $30 billion securities lawsuit. He has also managed products, worked as a front-end/UX developer, developed marketing programs and sales strategies, and negotiated strategic relationships.
Dr. Schneider recently retired as Senior Vice President and Chief Health Information Officer at Indiana University Health. He continues to provide care for babies and teaches at UT Southwestern/Parkland Hospital in Dallas. He currently serves on the Child Health Informatics Advisory Committee for the American Academy of Pediatrics and was one of the original authors of the Continuity of Care Record Standard in 2003. He also is an active member of the Texas Medical Association HIT Committee, known for its outspokenness regarding HIT safety issues.
Dr. Schneider has an MD from Emory University and an MBA from Columbia with 15 years of business experience including managing a startup medical device company that was a joint venture in atherectomy. In 2014 he achieved board certification in Clinical Informatics. He served as the Chief Medical Information Officer for the Baylor Health Care System in Dallas prior to moving to Indiana.
His passions are the families he cares for and the quality, safety and usability of the technology that will be used to help them have wonderful lives.
Expertise: Informatics ∙ Healthcare Practitioner ∙ Hospital Leadership
Michael is a start-up founder and chief marketing officer. He monetizes innovation, creates market disruption and brand & product differentiation.
Michael mentors and advises start-ups and early stage companies. His go-to-market development strategy laser focuses on generating a start-up’s first $1 million.
He is on the advisory board of KnKt’d Mental Health, Glass Media and CommandHound Software. Michael serves as a mentor at Health Wildcatters, The Dallas Entrepreneurial Center, and RevTech.
In 2009 Michael developed, funded and launched Open Circle, LLC, a Patent Pending online donor acquisition, sales and social retention marketing platform, which integrates the power of social community, digital marketing and financial services.
Prior to Open Circle, Michael spent 25 years in executive/officer leadership roles. Organizations such as, Interpublic Advertising, Yahoo!, Warnaco, VF Corp and Haggar, have recruited Michael to deliver finance centric Marketing ROI.
Michael is a graduate of Vanderbilt’s Owen Graduate School of Management (MBA/Marketing), Tulane University’s College of Arts & Sciences (BA w/Honors) and Culver Military Academy. He is a member of the Newcomb College Institute’s Director’s Council. He co-founded the Dallas chapter of The Marketing Executives Networking Group.
Ryan Scripps has worked as a technology and business leader and as a startup consultant for over 15 years. His primary industry experience is in healthcare, but he has also worked in the construction and heavy equipment industry and in professional services supporting architects, engineers, lawyers and physicians.
Scripps has recently worked as a consultant to startup firms and enterprises launching new ventures. He also serves as a mentor and advisor for the nationally recognized business accelerators Tech Wildcatters and Health Wildcatters. Additionally, he is an active investor in many early stage firms. At his job with a national healthcare company, Scripps consistently ranked in the top quartile of his peers for overall performance and was repeatedly recognized for maintaining leading customer and employee satisfaction levels.
Scripps graduated from the University of Texas at Austin in 1997 with a Bachelor of Science in Physics degree. In 2011, Scripps earned a Master of Business Administration degree from Southern Methodist University. He completed concentrations in Finance and in Strategy & Entrepreneurship with representative coursework including valuation, venture finance, game theory and strategic mergers and acquisitions.
Scripps currently lives in Dallas, TX with his wife and two children. He performs volunteer work for various agencies in and around Dallas and serves on the board of directors for a local non-profit agency. He enjoys golf, hiking, cycling, skiing and often spends vacation time in Colorado. Scripps also plans to obtain a private pilot license and has logged over 25 hours of flight training to date.
Dr. Shapiro is a practicing pulmonologist and intensivist and is an experienced leader in the medical community. Prior to serving in his current capacity, he was Chief of Staff at North Broward Medical Center; Chairman of the Joint Conference Committee for the North Broward Hospital District; Medical Director of Quality Management; Past Chief, Department of Medicine; Director of Respiratory Care Services and Medical Director at Boca Raton Community Hospital. He has served in numerous other medical leadership positions. Dr. Shapiro was a founder and Chief Medical Officer for Applied Medical Solutions, Inc. (AMS) a Hospitalist company located in South Florida. In that capacity, Dr. Shapiro was responsible for the medical management of over 90 physicians throughout the South Florida region. Following the AMS merger with one of the nation’s leading hospitalist companies, Dr. Shapiro continued as the Regional Medical Director.
Dr. Shapiro received his B.S. degree from SUNY at Buffalo and his Doctor of Medicine at SUNY Health Science Center at Syracuse. He completed his Pulmonary and Critical Care training at the Albert Einstein College of Medicine at New York. Dr. Shapiro holds five Board certifications in the following specialties: Internal Medicine, Pulmonary Medicine, Critical Care Medicine, Sleep Medicine, and Quality Assurance and Utilization Review.
As a founding partner and CEO for Caddis Partners, LLC, Mr. Signor is responsible for the day-to-day management and operations of Caddis Partners’ real estate portfolio. During the recent recession, Caddis has grown into the largest pure-play medical developer in DFW (as named by Dallas Business Journal) and nationally ranked by Modern Healthcare. In 2011, Caddis was also named one of the 100 fastest growing companies in North Texas by the SMU Cox School of Business.
Over the past ten years, Mr. Signor has developed or acquired over $400 million in medical real estate assets in five states totaling more than one million square feet. Prior to starting Caddis Partners, Mr. Signor had a diversified real estate background including his tenure as Vice President for The Cirrus Group. In addition to his development responsibilities, Mr. Signor led the leasing department and oversaw the management of Cirrus’ portfolio of nearly 3 million square feet of medical assets across the nation. Mr. Signor started his career as a civil engineer with Gresham Smith and Partners in Nashville, Tennessee where he designed various healthcare assets.
Mr. Signor graduated with a BS in Civil Engineering from Texas A&M University and an MBA from Southern Methodist University where he served as president of his class and graduated with honors. He is an active member of several real estate organizations and holds a Texas real estate broker’s license.
Scott Smith is the founder, CEO and Chairman of the Board of Directors of Socrates Health Solutions, a company committed to applying innovative technology in order to provide affordable healthcare and fitness products. In this role, Smith has secured investment capital, recruited a world class Board of Directors with healthcare experience, and attracted a stellar executive team. Building on 20+ years of healthcare technology experience, he has driven the development of Socrates’ proprietary technology solutions for non-invasive glucose monitoring, including research and development, international patent filings and approvals, and collaboration with global companies.
Scott brings extensive business expertise to Socrates, with a strong track record for leading start-up, emerging organizations to profitability and securing opportunities for acquisition and mergers with public companies. His management experience also includes sales and marketing leadership roles at publicly traded Fortune 100 companies.
Prior to launching Socrates, Scott led Global Sales and Marketing for MDG Medical, a medication management device and software company where he built annual revenues from the ground up – accelerating from zero to $15 million in annual sales – and opened worldwide distribution channels. At VISICU, a leading intensive care software firm, Scott was part of the team that completed a successful Initial Public Offering and eventual sale of the firm.
Throughout his career, Scott has taken responsibility for driving sales and marketing of healthcare products and services with consistent attainment of revenue and operational goals.
Scott earned his Bachelor of Science degree in Business at the University of Louisiana, Lafayette, Louisiana.
Wendy Smith brings extensive Healthcare leadership experience in the Commercial/Exchange, Medicare Advantage, Managed Medicaid and Indigent populations. Her background includes working with the nation’s largest health plans- UnitedHealthcare, Bravo Health (now Cigna HealthSpring), Aetna, and PacifiCare. Wendy joined Seton Health Plan as Executive Director in late 2013 with the purpose of taking the enterprise in a new direction toward value based reimbursement, clinically integrated population health management and broadening the product offerings of the insurance division.
Along with her health plan knowledge, Wendy has a passion for healthcare technology and became a Capital Factory investor and partner in January 2014. She advises healthcare technology start-ups in her spare time serving on their advisory board and as a lead mentor.
Wendy’s personal hobbies include cycling, live theatre and traveling.
Mr. Soderstrom is a founding partner of Green Park & Golf Ventures and is currently serving in a role with Texas Health Physician Group (THPG). He is a member of the board of directors of Caddis Partners, a Dallas based healthcare real estate investment firm. Additionally he serves on the Board of Dallas-based PerioSciences. Mr. Soderstrom served as Chairman of the Board and Chief Executive Officer of PhyServe Physician Services, Inc. for 14 years before joining THPG, and brings 23 years of experience in physician practice management.
Prior to joining PhyServe, he was Chief Operating Officer for Metroplex Emergency Physicians for two years, a company that ultimately spun off the initial practices that became the first clients of PhyServe. Mr. Soderstrom lead the effort to sell that medical group to EmCare in 1998. From 1989- 1996, he worked for Coastal Healthcare Group, Inc. in North Carolina, helping to grow the company to $750M and become one of the first physician practice management companies to go public in 1992. Mr. Soderstrom served as Chief Operating Officer of the $500M Emergency Services Division until 1996.
Mr. Soderstrom attended Illinois State University where he received his B.A. in business, and received his MBA from The University of Notre Dame in 1988. He was recognized as a finalist in 2010 for Ernst & Young’s “Entrepreneur of the Year” in the Southwest Region of the United States.
Dr. Carl Soderstrom opened his private practice in Morton, Ill. in 1973 and has been treating central Illinois patients for more than 35 years. He grew up in Streator, Ill., and attended the University of Illinois where he received his medical degree. After an internship at the University of Miami, JacksonMemorialHospital, Dr. Soderstrom completed residencies at the Mayo Clinic in Rochester, Minn., in both internal medicine and dermatology and is board certified in both specialties. He is on the active staff at OSFSt.FrancisMedicalCenter and MethodistMedicalCenter and is assistant clinical professor of dermatology at the University of Illinois College of Medicine at Peoria. He is a fellow of the AmericanAcademy of Dermatology, the AmericanCollege of Physicians, the American Society for Dermatologic Surgery, and the American Society for Laser Medicine and Surgery.
Dr. Soderstrom is a member of the Mayo Clinic Alumni Association Board of Directors. He has served as chairman of both the O’Leary Society and the Plummer Society. He is the Chairman of the Mayo Clinic Leadership Council for Alumni Philanthropy. He is a founding member of the Doctors of Mayo Society and a proud Mayo Alumni Laureate.
Jennifer serves as Vice President of Operations, Ancillary Services for Texas Health Resources, a 28 hospital system. Ancillary services include management of clinical and pathology labs, sleep lab management, mobile echocardiogram and vascular programs, nuclear and stress echocardiaogram programs, and imaging services (including 3 women’s centers).
Jennifer also manages the Patient Navigator Program, Nurse Navigator Program, and Population Health Management Program. She is particularly adept at EHR and ACO integration as it relates to the services she manages. She has been in healthcare for her entire career of 23 years
Mark Stachiw helps companies grow through shaping and driving strategy and by building high performance boards and teams. With a from the front, no-nonsense leadership style, Mark has a unique ability to solve complex problems and tackle crisis situations. A former colleague has described Mark as one of the smartest persons he has known. Mark also is an ethical and skilled dealmaker and an effective advocate with regulators and public officials. Mark thrives in businesses which are undergoing change. Mark has been repeatedly recognized by the business community for his substantial contributions to the organizations he has been privileged to help lead.
Mark is currently a Managing Partner, General Counsel and Secretary and Founder of NxGen Partners, a boutique equity firm investing in technology based companies. Mark is responsible for finding, evaluating and making investments, serving on portfolio company boards of directors, and legal and compliance matters, and corporate governance. In this role, Mark has found and evaluated over 300 investment opportunities in the first six months since founding NxGen Partners and has directed five investments in companies valued over $20 million.
Prior to joining NxGen Partners, Mark held various leadership roles at MetroPCS Communications, Inc. (NYSE:PCS), ultimately becoming the Vice Chairman, General Counsel and Secretary, a $6 billion dollar Fortune 500 public wireless communications company, where he was responsible for board governance, legal, regulatory and external affairs and, at times, human resources and corporate development. Mark took the company public in 2007 and was instrumental in expanding the company’s addressable market over five times. Mark was also played a key role in leading the company’s combination with T-Mobile. Earlier, Mark was a senior executive and chief legal, external affairs and regulatory officer for divisions of several other publicly traded communications companies and an entrepreneur who started several technology companies.
Mark received his Juris Doctor, and his Bachelor of Arts both from the University of California, Davis. Mark also is a member of the Order of the Coif, Phi Beta Kappa and Phi Kappa Phi and the bars of California, Texas, District of Columbia, and the United States Supreme Court. Mark also holds a certificate for the National Association of Corporate Directors. Mark has served as member of the Board of Directors of SkyTitan International and the Chairman of its Compensation Committee, a privately held company developing a commercial transport airplane. Mark also currently is a member of the Board of Directors of Tractus Corporation and Health Tech Pal Corp, portfolio companies of NxGen Partners. Mark has been honored with numerous awards throughout his career, including being named three times as a finalist for board governance.
Mark is a business strategy consultant and user experience architect with over 20 years experience working with Fortune 500 clients. Mark established the User Experience practice at Credera where he applies his strategy skills and visual design talent for his clients to create experiences that attract, engage, and retain customers.
Prior to Credera, Mark was the national leader for EMC Consulting’s User Experience practice where he provided sales and delivery leadership for user experience projects with clients in healthcare, professional services, finance, technology, pharmaceuticals, telecommunications, and several other industries.
Mark earned his bachelors business administration degree in management information systems from the University of Texas at Austin and he regularly returns to campus to lecture for undergraduate classes.
Linda Stimmel is currently a Partner at Wilson Elser leading the firm’s Healthcare practice in Louisville and Dallas. Prior to Wilson Elser Ms. Stimmel was the founding Partner Stewart Stimmel LLP with offices in Dallas and Louisville. Founded in 2000 Ms. Stimmel and her team at Stewart Stimmel LLP provided representation to hospitals, physicians and various non-physician healthcare providers in operational, regulatory, transactional and litigation matters. Her healthcare practice also encompasses risk management, liability defense, peer review and credentialing, as well as employment contract matters. In addition, hospitals frequently seek Ms. Stimmel’s guidance on issues involving their day-to-day operations and delivery of care.
Clients benefit from Ms. Stimmel’s 20 years as a healthcare lawyer and from the business acumen she developed in her former career as a corporate executive for a global company. Having experience as both attorney and client, Ms. Stimmel maintains an uncommon ability to analyze as well as anticipate the needs of healthcare providers and institutions. Ms. Stimmel received her JD in Healthcare Law from Southern Methodist University Dedman School of Law.
Michael Stoltz, M.D., joined Texas Health Resources in January 2008 as executive vice president of Texas Health and president of Texas Health Physicians Group.
Prior to joining Texas Health in a full-time leadership position, Dr. Stoltz was a partner with Dialysis Associates and a member of the medical staff of many hospitals in the Fort Worth area, including Chief of Staff of Texas Health Harris Methodist Hospital Fort Worth. Dr. Stoltz served as Chairman of the Texas Health Physicians Leadership Committee and member of the Texas Health Board of Trustees before assuming his current position.
Dr. Stoltz completed his undergraduate degree at the University of Notre Dame. He earned his medical degree and completed his internship at the University of Missouri Medical Center in Columbia, Mo. After his internal medicine residency at Parkland Memorial Hospital, Dr. Stoltz completed his academic career with a clinical fellowship in nephrology at the University of Texas Southwestern Medical Center.
Dr. Stoltz was a flight surgeon in the United States Army and served with the 2nd Infantry Division in Korea.
Texas Health Physicians Group under his leadership has grown to 819 clinicians delivering primary and specialty care services throughout the DFW metroplex. Texas Health Physicians Group has received multiple rewards for quality and innovation during 2012 and 2013.
Susan has over 20 years’ experience in the Healthcare sector with Fortune 10, Fortune 500 and most Start-up companies. Her experience ranges from direct sales through executive management in the pharmaceutical, medical device and insurance-related businesses, including 10 product launches and building the business (from $00) into Multi-$MM revenue. Susan began her career with a decade at Merck, and in record time became the youngest person promoted into sales leadership at the #1 Company on the S&P. During her tenure she was in the 4% of elite managers selected as part of an innovative new product pilot, later implemented across America. She led her hand-picked team to #2 in the US and participated in the launch of many blockbuster products, recognized for Teamwork, and Sales Management, including the #1 Management Team. Her next decade was with ATS Medical with various roles from inception to exit, as the “Fastest Growing Cardiac Surgery Company in the World”.
Upon acquisition by Medtronic she was US Business Development Manager for their Tissue Heart Valve franchise. Susan was a major contributor to ATS’ top line, and designed implant tools to create reproducible results for their novel heart valve prior to leading their US product launch. She led the 1st US implants, and served as the technical expert creating the FDA-mandated surgeon training. Further, she conceived a medical device and partnered with a heart surgeon to develop it, which became part of the Medtronic acquisition. Their idea was published in Annals for Thoracic Surgery, and implanted into patients worldwide. She was tenured in at Medtronic for her two years as Director of Market Development for their Structural Heart Executive Team.
Susan has been a resource to heart surgeons worldwide and hosted forums to train fellows, which became protocol at Columbia University. At ClaimReturn, she was Vice President of Sales & Marketing, launching a novel fiscal solution for fiduciaries into the marketplace for self-funded insurers. Susan joined SpineView in June of 2014 as Chief Commercial Officer responsible for Sales, Marketing and Clinical Affairs. She is implementing the vision to address an unmet need in the spine market with their disruptive technology. She is actively challenging the standard-of-care to provide access for patients and providers, to least invasive surgery: Options Patients Want. Susan earned her BFA at the University of Oklahoma, and was recognized in the Alpha Omega honor society.
David Sym-Smith, is the CEO at IndoTraq who has developed the fastest and most precise wireless indoor tracking system and a Venture Partner at Mobility Ventures. David is a 25 year mobile industry veteran and has a solid record of building multimillion dollar operations from scratch along with profitable exits.
David has served as senior executive of global corporations as well as a several startups. He has a proven record of success in launching new markets, starting new business groups, building sales channels, introducing new products and services, winning market share and exceeding revenue and sales goals.
Prior to joining Mobility Ventures, David served as the Chief Marketing Officer of Tele Atlas. David managed global marketing, strategic planning, and product development for this leading global provider of digital maps and location content. Company doubled in size and was sold to Tom Tom for over $3 Billion. Previously David served as the SVP of Marketing and Business Development at InnoPath, where he managed global marketing, product development and business development for InnoPath the industry leader in over-the-air (OTA) software updates and mobile device management (MDM) solutions. He Increased market share to 70% and revenue by more than 100%. David also helped launch Command Audio Corporation as Senior Vice President of Marketing and Sales, a leader in the field of on-demand interactive audio, successfully leading the company from beta to launch to spin-off – growing the company from 20 to over 100 people with over $80M in funding from Tier1 VC’s and strategic investors. (The company was partially acquired by iBiquity).
David was a member of the founding core management team of Aerial Communications, serving as President; he helped grow the organization from a mobile telecom start-up from early pre-launch phase, to a large entity with a $1.1B market cap within one year and was sold thereafter for more than $3.0B to VoiceStream / T-Mobile. At Sprint Spectrum he led Marketing and Product Development in launching the first PCS network in the country and first GSM network in the Americas. Helping build a startup into an 800-employee, $150M revenue business in only the second year of service, and exiting with Sprint PCS’s purchase of operating control David has also held senior management positions at CellularOne / AT&T, GTE, St. Gobain (France) and The Hay Group. He holds an M.B.A. from Pennsylvania State University – Smeal College of Business.
Dave Stiles is a progressive, entrepreneurial, strategic contracting leader with highly refined sales and negotiation skills. Dave has over 25 years of Medical Device Industry experience with large companies like Medtronic and J&J as well as small companies and start-ups. Dave has honed an exceptionally broad span of leadership skills in sales, marketing, contracting, product development, business start-up and general management.
In recent years Dave has turned his focus to contracting. Having taken a consulting position with the nation’s largest GPO, he has crossed to the “dark-side”, negotiating Orthopedic and Cardiac device contracts on behalf of hospitals. Dave creates contracting strategies and then builds consensus and alignment with hospital management and physicians, thus creating the leverage of a united front in his negotiations with the largest device manufactures. This experience, combined with years of negotiating local and national agreements as a Supplier, gives Dave unique insights into Medical Device contracting. Dave is also very knowledgeable regarding the ACA and other healthcare trends.
For most medical devices, effective penetration of the U.S. market will require the successful implementation of a carefully thought out contracting and pricing strategy. As a Mentor, Dave hopes to offer you insights and ideas to attain contracting success.
Jose Tabuena is an experienced compliance officer, fraud specialist and attorney with a healthcare legal and compliance management background in health system, software technology, physician management, private law firm, and Big 4 consulting environments. He is an active thought leader, published author, and regular columnist with Compliance Week, and an Adjunct Faculty member at Widener University Delaware Law School for their Masters of Jurisprudence programs. He also serves on the Board of Trustees for the Pan American Health Organization Foundation which mobilizes regional resources and technical expertise for the World Health Organization.
Mr. Tabuena held major compliance management roles at Kaiser Permanente, Texas Health Resources, Orion Health, and Concentra | Humana. His legal practice comprised health regulatory matters primarily representing hospital systems and health insurers with liability cases including medical malpractice, medical staff proceedings, and health plan coverage and payment disputes.
Mr. Tabuena attained his Bachelor and Masters of Arts from the University of California, San Diego, and his Juris Doctor degree from the University of California, Berkeley. He holds an active law license with the California state bar. Mr. Tabuena is an Open Compliance & Ethics Group (OCEG) Fellow, Certified Fraud Examiner (CFE), and Certified in Healthcare Compliance (CHC).
Animesh (Aashoo) Tandon, M.D., M.S., is Assistant Professor of Pediatrics, with joint appointments in Radiology and Biomedical Engineering, at UT Southwestern and Children’s Medical Center, Dallas. He graduated from Washington University in St. Louis with a BA in 2003. During his medical training at the University of Michigan Medical School, he performed a research fellowship at the NINDS/NIH through the Howard Hughes Medical Institute/NIH Research Scholars (Cloister) Program. Dr. Tandon completed his pediatric residency and categorical pediatric cardiology fellowship at Cincinnati Children’s Hospital Medical Center. During fellowship, he earned a Masters in Clinical and Translational Research from the University of Cincinnati. He then completed an advanced imaging fellowship at Children’s Healthcare of Atlanta/Emory University.
Dr. Tandon’s current clinical and research interests are:
Expertise: Pediatrics ∙ Cardiology ∙ Mobile Health
Clark Terrill has over 15 years experience in management and driving business strategies. He is currently the CEO and a co-founder of La Jolla Digital, LLC, a SaaS based practice management and medical billing solution for the healthcare industry. Mr. Terrill has used his diverse background in corporate environments, and entrepreneurial organizations to lead La Jolla Digital to becoming one of the top Practice Management solutions in the country.
In 2013, Mr. Terrill and his father, Robert C. Terrill M.D., founded Sonoma Skin Works, a comprehensive Dermatology and aesthetic practice. Clark and his father developed Sonoma Skin Works to provide patients with the opportunity to achieve the optimum experience by combining experienced dermatological care with sophisticated specially formulated products and superior customer service.
Mr. Terrill holds a BA in Business Administration from the University of San Diego.
Mr. Theodore is Vice President of Global Health at LEO A DALY, a top-ranked multi-disciplinary strategic consulting, advisory, architectural and engineering firm. Through design thinking, Joshua seeks to transform lives and enrich the human spirit. From strategy and planning, to marketing and branding, to architectural and engineering implementation, Mr. Theodore transforms perspectives and inspires others. Joshua focuses much of his time on building networks, creating a vision to improve market sector delivery, and engaging the right resources to support sustainable growth.
At LEO A DALY, Mr. Theodore develops and guides the firm’s health-practice strategy, building teams to strategically pursue partnerships with clients committed to improving community health and wellness, providing bespoke solutions to the toughest challenges health clients face – whether finding funding sources, strategic master planning campuses or designing customer-focused facilities. All of this happens with an emphasis on speed of delivery, collaboration and inspired design. Joshua has honed this craft not only on health projects, but across a portfolio of complex projects – including programs with government agencies, the military, ecclesiastical, and university systems.
Throughout his nearly 30 years in the industry, Joshua developed a broad perspective through master planning and implementing every type of health facility across the USA, the United Kingdom, Middle East and Caribbean. A frequent speaker in the US and abroad, Mr. Theodore has lectured at universities, facilitated panels and presented with clients and partners at programs ranging from local conferences to international forums. Joshua has a Bachelor’s of Science Degree in Design, is an Associate Member of the AIA, is a member of the American College of Healthcare Executives (ACHE), member of the International Facility Management Forum and Health Care Institute (IFMA HCI), and is an Evidence-Based Design Accredited (EDAC) professional.
Prior to joining LEO A DALY, Joshua led Health Industries at Page, worked in management consulting for Metis Associates (now Navigant), and spent time on the health system owner’s side at VHA (now Vizient). A Dallas-native, Joshua became involved with Health Wildcatters in 2015, and is committed to making the north Texas region the third Health Innovation Hub in the country.
Senior Vice President, Information Technology, Chief Information Officer
Tim Thomasson joined U.S. Renal Care in February of 2010. Mr. Thomasson has 20 years of experience in the healthcare information technology field. Most recently, he served as Chief Information Officer for Medical Edge Healthcare, a multi-disciplinary medical practice management group. Prior to that, he was Vice President of Information Technology at Magella Healthcare, a national group of Neonatal and Maternal Fetal Medicine providers. He has also held senior IT management positions with Pediatrix Medical Group and the Metroplex Emergency Physicians group.
Dr. Daniel Joseph “D.J.” Verret was born and raised in the heart of Cajun country, Lafayette, LA. He attended Tulane University where he earned a degree in biomedical engineering with honors. He went on to attend the University of Texas Southwestern Medical School at Dallas for both his medical degree and residency training. For further refinement of his skills, he applied for and was awarded one of only 38 nationwide one year fellowships through the American Academy of Facial Plastic and Reconstructive Surgery. After living in the Dallas Metroplex for nine years, Dr. Verret became enamored with the area and moved back to Plano to open his practice.
Dr. Verret continues to stay abreast of the latest innovations in facial plastic surgery through attendance at various local, national, and international facial plastic surgery meetings. He regularly teaches at the University of Texas Southwestern Medical School and volunteers at various local civic organizations. He has been invited to speak at national and international facial plastic surgery meetings and he has been rewarded with numerous peer reviewed articles and book chapters. Dr. Verret is double board certified by the American Board of Facial Plastic & Reconstructive Surgery, the American Board of Otolaryngology Head and Neck Surgery, and fellowship trained in facial plastic surgery.
8 years in Public Accounting
VP Finance of $1.2B, publicly traded telecom equipment company
CFO of startup company that went public on NASDAQ
CFO of $100m publicly traded supply chain management software company
CFO of $100m, private equity financed, company
CFO of $130m, private equity financed, company
Michael graduated from Purdue University in 2007 with a BS in Industrial Management and minors in Finance and Honors Economics. After graduation, Michael went home to Chicago and took a job with a business risk consulting firm called Protiviti where he had the privilege of working with several large health systems and behavioral health organizations. In 2011, Michael moved to Dallas and co-founded Cariloop, who was part of the first Health Wildcatter class of 2013. Since graduating, Cariloop has raised $500,000 in seed capital, released the first two versions of their web application, and is working towards their first $100,000+ in customer contracts for 2015. Michael is also very passionate about the Dallas startup community and personal fitness. He is the Founder of Health 2.0 Dallas, the 2015 Health lead for Dallas Startup Week, and a National Academy of Sport Medicine (NASM) certified personal trainer.
Mr. Welch is a founder of both Best Practices Insurance Services, LLC (BPIS) and Applied Medico-Legal Solutions Risk Retention Group, Inc. (AMS RRG). He currently serves as President & Chief Executive Officer of BPIS and President of AMS RRG. Since 2003, AMS RRG has been providing medical liability insurance to physicians throughout the country across a broad range of specialties, and is now one of the nation’s premier physician risk retention groups.
Mr. Welch is a leader in the healthcare industry and has served in executive positions throughout his career. Prior to his current positions, Mr. Welch was a founder, President & CEO of Applied Medical Solutions, Inc. (AMS), a hospitalist company located in South Florida. Mr. Welch merged AMS into one of the nation’s leading hospitalist companies. After the merger, he served as Vice President, Business Development and Vice President, Operations for the South where his markets accounted for over 50% of the volume and revenue. Prior to AMS, Mr. Welch served as the Vice President, Operations for a multi-hospital system located in South Florida. Mr. Welch was responsible for system-wide operations, outpatient facilities, and professional services contracting. Additionally, Mr. Welch was the President of the Third Party Administrator (TPA), founding Board Member of the Management Services Organization (MSO), and initiated the Quality Assessment and Oversight Committee of the Board of Commissioners.
Mr. Welch received his Bachelor of Science degree in Business Management from Florida State University and his Master of Health Administration from Duke University. Mr. Welch has served on numerous charitable boards as well as several professional healthcare organizations.
Tom White, the founder and CEO of PHYND Technologies, has 20 years of start-up experience. PHYND is a new and innovative healthcare software platform enabling hospitals to better manage provider data within their IT environment (www.phynd.com). Prior to PHYND, Mr. White co-founded and sold two software companies.
Started in 2001, Vocada, Inc was the creator of Critical Test Result Management (CTRM) in the health care market. Mr. White co-founded the business and managed all aspects of business development, marketing, lead generation and sales. Vocada was purchased by the healthcare division of Nuance Communications (NASDAQ: NUAN) in November 2007. Mr. White was the general manager of the Vocada business for five years at Nuance post-acquisition until October, 2012.
Started in 1993, Carthage, Inc. was the creator of the first real-time news service launched on the web in partnership with Ziff-Davis. Carthage sold digital real-time news subscriptions to Fortune 500 companies, capturing 185 of the 500. Mr. White co-founded the business and managed business development, marketing, lead generation and sales. Carthage was purchased by WAVO Corporation (NASDAQ: WAVO) in 1997. Mr. White stayed on until 2000.
Tom is an advocate for entrepreneurship. He has spoken to the Nebraska Senate (Phynd’s company headquarters) on improving and extending incentives for start-up companies in Nebraska. He has participated on panels (Passport Nebraska) promoting entrepreneurship to other states and businesses as a guest of the governor of Nebraska.
Tom has an MBA from the Thunderbird School of Global Management (1993). He also holds a BA from Austin College (1989). Tom lives in Dallas with his wife and 3 kids. He is a fan of golf, running, tennis and live music.
Alan began his career as a surgeon at Duke where he started MercuryMD out of a garage, grew it to over 100 employees, sold it to a publicly traded company, and helped run the acquiring $400M healthcare business before going to the other side of the investor table as an angel and then venture capital investor.
Currently, he is an owner and the Non-executive Chairman of KLAS Enterprises, a leading provider of healthcare information services. Most recently he was a Venture Partner at Chrysalis Ventures, a leading healthcare VC firm based in Louisville, KY. He is a regular columnist writing about growth companies at Inc.com.
Alan serves on the Boards of multiple growth companies ranging in size from $5M to $100M in revenue, is a Director on the Board of the Gulf States Chapter of YPO, and is a Trustee of the Post Oak School, a nationally recognized Montessori K-12 institute in Houston, TX.
Alan earned his BA in Philosophy from Rice University, his MD from The Ohio State University, and trained in general and thoracic surgery at Duke University. Alan is a loyal Cleveland sports fan, a season ticket holder of the Houston Rockets, and a proud champion of the 2012 K Academy Duke Basketball Camp.