Our Mentors

Our mentors are one of the biggest keys to our success, and include physicians, entrepreneurs, investors, and others in the healthcare space.

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Humberto C. Antunes

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Humberto C. Antunes

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.

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Mike Bartlett

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Mike Bartlett

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.

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Chad Birckelbaw

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Chad Birckelbaw

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.

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Nicole Brilakis

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Nicole Brilakis

Nicole Brilakis has 12 years of healthcare experience, 9 of which at Medtronic with close collaborations across the business functions.  Marketing: Nicole led the brand management and executed a large multi-channel marketing plan for the commercial launch of a drug eluting stent in a $6 billion worldwide market.  Both the international and U.S. launches received the Medtronic Star of Excellence awards.  R&D: Nicole was the marketing core team lead to work with R&D to develop the next coronary stent delivery system and to evaluate technical attributes vis-à-vis the market need; finalized prototype in an animal model, and the product is now the global market leader.  Medical affairs: As a principal MSL in medical affairs, Nicole partnered with national key opinion leader physicians to increase peer-to-peer scientific exchange on Medtronic clinical data.  Clinical: When a Phase III clinical study enrollment for a novel therapy was below target, she put together a strategy to increase enrollment though notice of availability initiatives and worked with primary investigators to execute on it; the enrollment rate increased significantly.  Business development:  Nicole partnered with business development to evaluate a closure device company that included technical evaluation in physician live cases.  Nicole was also a consultant at Pharsight, which provides modeling experience in clinical pharmacology and drug development for pharmaceutical and biotechnology companies.  She has an MBA from Wharton School of Business, MS in Engineering – Economic Systems from Stanford University, and a BS in biomedical engineering from Johns Hopkins University.
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Mark Clark

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Mark Clark

Mark is a Senior Partner at O2Works, a premier Oracle E-Business Suite services provider headquartered in Dallas, Texas. Mr. Clark started his career with Oracle Corporation as one of their first Applications consultants, and later founded two globally focused consulting firms concentrating on Oracle Applications. He has worked with enterprise customers across a wide variety of industries and geographies since 1990. Mr. Clark was recently involved as a co-founder and Board member of both the North Central Oracle Applications user group and the South Central Oracle User group. He has served on the Board of Directors for the Oracle Applications User Group for several terms, and recently completed a two -year term as their president. Additionally he serves on a number advisory boards to Oracle product management. He has worked with a number of startups and software companies in their efforts to reach the wide and varied Oracle customer community, and has leveraged solutions to the benefits of his customer base. Recent technology investments include social gaming, social selling, cloud based survey, social based market research, various B2C and B2B2C companies, e-commerce in Brazil, India and China, cancer screening technologies, and customer acquisition marketing services. Mr. Clark holds a Bachelors Degree in Engineering from the University of Illinois, as well as a Masters Degree in Finance from the same institution.
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Adam Cohen

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Adam Cohen

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.

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Scott Conard, MD

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Scott Conard, MD

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.

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Arthur S. Cooper

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Arthur S. Cooper

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.

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Michael Cope

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Michael Cope

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.  

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Nathan Cortez

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Nathan Cortez

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.

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Christopher Crow, MD

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Christopher Crow, MD

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.

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Dennis Dayman

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Dennis Dayman

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.

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Dan Dodson

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Dan Dodson

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.

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Ray Estep

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Ray Estep

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.

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Harriett Flowers

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Harriett Flowers

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.

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Michael Gorton

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Michael Gorton

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.

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Peter Gottlieb

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Peter Gottlieb

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.

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Clay Heighten, MD

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Clay Heighten, MD

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.

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Paul Herchman

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Paul Herchman

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

  • In Q3 2012 Herchman and O’Brien formed ThermiGen, LLC. By 2013 Thermi had emerged as one of the fastest growing medical/aesthetic companies in the US.
  • 2015 Thermi was recognized as-The 7th Fastest Private Growing at the Dallas 100™ Entrepreneurship Awards at the SMU Cox School of Business.
  • 2016 Thermi was recognized as-The 10th Fastest Private Growing at the Dallas 100™ Entrepreneurship Awards at the SMU Cox School of Business.
  • 2016 Almirall, a Barcelona-based pharmaceutical company, completed of the acquisition of 100% of the share capital of ThermiGen LLC for an enterprise value of $82 million.
  • December 2016 -D CEO Magazine and D Healthcare Daily announced Thermi™’s CEO, Paul Herchman as winner in the Excellence in Healthcare Awards for the Outstanding Healthcare Deal.

MedSurge Advances, Inc. 2003-2007

MedSurge Advances, developed into the nation’s largest independent provider of aesthetic medicine products and services to physicians.

  • 2007- Inc. 500 – was recognized as 387th of the fastest-growing private companies in the United States.
  • Ranked among the 10 fastest-growing private companies in the greater Dallas/Fort Worth area.

Medical Alliance, Inc. 1989-2001

  • 1989 Medical Alliance, Inc. was formed
  • 1992 Medical Alliance, Inc. was designated as the 7th fastest growing private company by the Dallas 100 awards sponsored by the SMU Cox School of Business
  • 1994 was named by Inc. magazine as the 317th fastest growing private company in the United States.
  • 1996, MAI completed its IPO, was listed on NASDAQ as MAII,
  • 2000 the company was sold to ICN Pharmaceuticals, Inc.

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.

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Jonathan Herskovitz

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Jonathan Herskovitz

Jonathan Herskovitz is a 25-year optical industry veteran. He was formerly with Eyemart Express for 22 years. In his latest role as President, he led them to become the 8th largest optical chain in the United States. Jonathan joined Eyemart Express and was involved in strategy, multi-unit operations, leadership development, product development and procurement, finance and accounting, real estate, p&l management customer experience and advertising. Through his involvement he helped them grow from 20 to 170 stores. He constantly promoted a “Change Culture” with focus on developing the organizations leadership to support the field organization in providing best in class customer experience.

Prior to Eyemart Express Express, Jonathan was with Pearle Vision as part of their Management Training Program and held positions in advertising and human resources.

Recently, Jonathan Herskovitz founded Modus-Management and is currently serving interim management and consulting capacities for multi-site healthcare companies. These various sectors include veterinary, dental, optical, and dermatology.

Jonathan has been the interim COO for CityVet, a multi-unit veterinary chain in Dallas. His role resulted in immediate positive comp. revenue growth by restructuring unit level management, focusing on client experience, and developing managerial development of clinic level management and veterinarians.

He graduated from the University of Texas, Austin, with dual degrees in Finance and Marketing and serves on the Allocations Committee for the Jewish Federation of Dallas.

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Tricia Holderman

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Tricia Holderman

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.

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Jim Janicki

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Jim Janicki

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.

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Steve Kearney

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Steve Kearney

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.

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Kishore Khandavalli

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Kishore Khandavalli

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.

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Lydia Kinkade

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Lydia Kinkade

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.

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Harold R Levine II

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Harold R Levine II

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

email: haroldrlevine@gmail.com

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Michael Martin

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Michael Martin

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.

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Lea Nesbit

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Lea Nesbit

Lea 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.

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Cortney Nicolato

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Cortney Nicolato

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:

  • Responsible for national transformational programming efforts at the American Heart Association.
  • Noted international author and speaker of thought leading content on patient engagement and health technology trends;
  • Created, launched and managed many multi-national healthcare IT products;
  • Manage strategic partnerships for over 100 health organizations worldwide

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

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Jay Oyakawa

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Jay Oyakawa

Jay Oyakawa has spent the last 20 years in various venture backed and PE backed organization in various industries with a focus on healthcare, restructurings and start-ups.  Currently Jay is the Managing Director of DermPRO a software as a service (SaaS) business model which provides online shopping capabilities to the aesthetic field, including dermatologist, plastic surgeons and Medspas. Prior to DermPRO Jay served as President and CEO of US Dermatology a PE backed roll-up in dermatology primarily in a restructuring role.  Prior to US Dermatology, Jay served as COO and CDO of ReMedPar a Berkshire Partners portfolio company which was one of the largest refurbished medical imaging parts dealers in the US which was sold to ARAMARK in 2010.  Prior to ReMedPar Jay served as President and CEO of EdenTree Technologies which was a software automation company focused in the test and measurement space.  In 2008 EdenTree was sold to Gale Technologies which was later bought by Dell in 2012.  Other work endeavors include 2 years at LEK Management Consulting where Jay focused on Healthcare and Mergers and Acquisitions, VP of Operations at Pacific EyeNet a Ophthalmology roll-up in Los Angeles and very early in his career Jay started a medical billing company while at UCLA which served 15 Ophthalmologists.  Jay has an undergraduate degree from University California Los Angeles and a MBA from University of Pennsylvania’s Wharton School of Business where Jay majored in Healthcare and Finance.
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William Paiva

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William Paiva

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.

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PJ Putnam

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PJ Putnam

PJ Putnam is an entrepreneurial, results-oriented General Counsel and Business Executive with extensive experience analyzing, structuring, negotiating and closing sophisticated domestic and international transactions in both high-tech and low-tech industries. PJ has gained experience as a General Counsel while working with several exciting companies that range from the startup to pre-IPO stage; in addition to his executive and in-house experience, he has worked as an attorney for a nationally-ranked large law firm. PJ is a proven strategic and analytical problem-solver who can augment (or capably lead) any executive team to produce professional results while adhering to rigid deadlines.

In September 2013, PJ completed his 15-month term as the President of the In-House Bar Association (i.e., Association of Corporate Counsel) for the Dallas-Fort Worth Chapter. Now, he serves in a consultant-role as the Chapter’s Immediate Past President.

Additionally, he is both a writer and a film producer – as an Executive Producer, PJ’s latest film Hiding in Plain Sight has won many film festival awards with its call to end transient homelessness.

PJ earned his law degree at the Dedman School of Law at Southern Methodist University; studied international law at Oxford College, Oxford, U.K.; earned an MBA from the Anderson School of Management at the University of New Mexico; and, a Bachelor’s of Science Degree from the United States Air Force Academy. As a surgery technician, PJ spent time in the mountains of Ecuador near the Colombian border in a field hospital with Medical Ministries, International.

Prior to earning his law degree, PJ was an international business consultant and a decorated United States Air Force Spec Ops/Rescue Helicopter Pilot with over 3,000 flight hours.

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Jeff Reich

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Jeff Reich

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.

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Jim Rellas, MD

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Jim Rellas, MD

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.

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Homero Rivas, MD

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Homero Rivas, MD

Homero Rivas, MD, MBA, FACS, is an Assistant Professor of
Surgery, and the Director of Innovative Surgery at Stanford
University School of Medicine. He has been involved in Mobile
Health for nearly five years. Co-Founder of Apps4Patients,
small startup who has designed and created several mobile
phone applications for patients. They have also undertaken
research projects exploring software development of HTLM5
platforms to improve safety in the operating room and for
technical assessment of surgeons and surgeons in training.
Dr. Rivas has also developed numerous pilot programs with
mHealth and Tele-Medicine for non-insured Hispanics in the
Bay Area. Dr. Rivas has been involved in all of these ventures
either as an entrepreneur or as an academician. As a digestive
surgeon, he has 13 years of experience, and has been part of
Stanford’s General Surgery and Bariatric Surgery faculty since
March 2010. Before then, he was an Assistant Professor of
Surgery at UT Southwestern Medical Center in Dallas, TX for
five years. He is certified by the American Board of Surgery. He
is a pioneer and leader in numerous state-of-the art innovative
techniques of minimal access surgery including: Single incision
laparoscopic surgery; natural orifice surgery; robotic surgery,
and more. He has been involved in minimal access surgery
both nationally in the U.S. and internationally in nearly all
continents, as a surgeon-in-training, a practicing surgeon and
also as teacher of other surgeons. He holds an MBA from the
Cox School of Business at the Southern Methodist University in
Dallas, TX.
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Frank Roby

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Frank Roby

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.

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Eric Rock

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Eric Rock

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.

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Hal Rose

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Hal Rose

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.

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Will Rosellini

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Will Rosellini

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.

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Kerry Rupp

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Kerry Rupp

For over 20 years, Kerry Rupp has launched, developed and grown startup companies and new lines of business for established firms.

As CEO and General Partner at DreamIt, a Top Ten US startup accelerator and early-stage venture fund, Kerry was directly involved with the launch of over 150 companies. During her 5-year tenure with DreamIt, she grew its programs to five cities, raised a $20M follow-on fund, and initiated the DreamIt Access (minority entrepreneur), DreamIt Athena (female entrepreneur), and DreamIt Health programs. DreamIt companies in aggregate now have a market value of over $1B.

Before DreamIt, Kerry was herself the founder of an online travel service, Holiday Golightly, which organized unique group travel excursions for women. She has also advised senior executives at Allrecipes.com, ReadersDigest, LexisNexis, Payscale, and Taleo on strategy, business development and marketing. Kerry began her career as a consultant with McKinsey and Andersen Consulting (now Accenture). In addition to consulting, Kerry serves as a mentor at Capital Factory and International Accelerator and on the advisory board of Medical Innovation Labs, a platform for commercializing innovations in the medical device field.

Kerry holds an MBA from Harvard Business School and a BA in Biology from Duke University. Kerry volunteers on the leadership teams of Women@Austin, The Angel Forum, and the Austin chapters of Harvard Business School Alumni Club, Harvard Business School Alumni Angels and the DukeGEN Global Entrepreneurship Network. Kerry is also a judge or coach on many local and national start-up competitions (e.g., athenahealth, Harvard Business School, Rice University Business Plan Competition, TiE Texas, Energizing Health Houston, Texas Venture Labs, AARP Health Innovation). She is also a nationally-certified instructor for the National Science Foundation’s Innovations Corps (I-Corps) program. Kerry is also an avid adventurer that has visited over 50 countries and 49 US states.
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Ryan Scripps

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Ryan Scripps

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.

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Scott Smith

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Scott Smith

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.

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Mark Stachiw

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Mark Stachiw

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.

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Susan Stretesky

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Susan Stretesky

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.

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David Sym-Smith

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David Sym-Smith

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.

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Animesh Tandon, MD

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Animesh Tandon, MD

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:

  • Emerging and disruptive technologies in pediatric cardiology/congenital heart disease
  • Wearables, biosensors, implantables, and other monitoring devices for use in pediatric cardiology/congenital heart disease
  • Big data and predictive analytics in pediatric cardiology/congenital heart disease
  • 3D printing, 3D modeling, 3D visualization, virtual reality, and augmented reality for improved visualization of and pre-interventional planning for congenital heart disease
  • Development and validation of new, advanced cardiac MRI and other imaging techniques for use in pediatric cardiology/congenital heart disease

Expertise: Pediatrics ∙ Cardiology ∙ Mobile Health

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Joshua Theodore

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Joshua Theodore

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.

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Richard Welch

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Richard Welch

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.

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Tom White

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Tom White

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.

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Joel Granier

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Joel Granier

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,
Accu-Chek. 

 

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.

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Hubert Zajicek, MD

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Hubert Zajicek, MD

Hubert Zajicek, MD, MBA, is CEO & Co-founder of
Health Wildcatters, a healthcare seed fund and accelerator in Dallas, TX. Health Wildcatters provides mentorship, capital and guidance to up to 12 healthcare related startups during an intensive 12 week program which culminates in a pitch day annually. Health Wildcatters three funds are invested in over 30 healthcare startup companies. Dr. Zajicek has extensive experience with startups and is an active speaker, panelist and thought leader on healthcare innovation, startups, entrepreneurship & financing.  He serves as advisor, mentor and board member on various organizations and startup companies. He was managing director – medical technology at NTEC (North Texas Enterprise Center), where he ran what eventually became the Southwest’s largest medtech investment conference, showcasing startups that attracted in excess of $300M. Prior, he was on faculty at UT Southwestern, as an NIH funded principal investigator, in the Departments of Internal medicine and Cell Biology. He is president and founder of the Society of Physician Entrepreneurs – DFW chapter, co-founder & partner of Lone Star Angels and is on the Board of the Southwest Venture Forum.  He has an MD from the University of Vienna and an MBA from SMU.
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Ken Nelson

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Ken Nelson

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:

 

  • 19 consecutive quarters of year over year revenue growth (4 consecutive years of revenue and share growth)
  • Annual revenue growth from $111.5M in 2012 to $208.3M in 2016
  • 14.8% revenue growth in 2016 over 2015
  • Annual patient volume growth from 260,000 patients in 2012 to over 600,000 patients in 2016
  • 11 consecutive quarters of sequential EBITDA and profitability expansion
  • 4.8% sales team turnover in 2016
  • Stock price growth from $2 per share when I started in 2012 to $35+ per share in 2017
  • Acquisitions of Biomedical Systems’ cardiac monitoring division, DELTA’s ePatch division, and R&D strategic partnership with the Belgium based nano-electronics research center IMEC, along with Denmark based DELTA to co-develop multiple revolutionary mHealth and cardiac monitoring patch products

 

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.

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