ORTHOPEDIC & SPINE PTC
Just for Orthopedic & Spine Surgeons and Orthopedic Group Executives!
ORTHOPEDIC & SPINE PTC
Thursday, March 13th, 2025
4:30 – 8:30pm (reception to follow)
Cocktails and heavy hors d’oeuvres with several panel discussions
The Skybox
DiamondView Tower
350 10th Ave, San Diego, CA 92101
Orthopedic & Spine Surgeons and C-Suite executives face increasing challenges each year – lower reimbursement, higher costs, and soaring competition. Many are now exploring different strategic partnerships. Just an 8-minute walk from the AAOS Annual Meeting to a great venue and learn extensive details through panel discussions.
Why Attend?
The volume of strategic transactions involving Orthopedic & Spine Surgeons continues to grow across the country. As a result, more orthopedic & spine surgeons than ever are considering and entering into partnerships with private equity platforms, hospitals, and other large organizations.
Our one-day educational conference will provide in-depth guidance to Orthopedic & Spine Surgeons and executives of their groups on exploring various options to strategically position themselves for long-term success.
Meet the Experts Driving These Conversations
Orthopedic Surgeons
Damon Adamany, M.D.
The Core Institute (HOPCo)
Mark Getelman, M.D.
President, Southern California Orthopedic Institute
David Jacofsky, M.D.
CEO, HOPCo
Daniel C. Kim, M.D.
Andrews Sports Medicine & Orthopaedic Center (U.S. Orthopaedic Partners)
Ray Kim M.D.
The Steadman Clinic (Orthopedic Care Partners)
Michael Meneghini, M.D.
Indiana Joint Replacement Institute (HOPCo, Naples FL)
William Pennington, M.D.
The Orthopedic Inst. of Wisconsin (Surgery Partners)
Jeff Richmond, M.D.
Orthopedic Associates of Manhasset (Spire Orthopedic Partners)
Healthcare Industry Executives
Andrew Carlson
Director of Growth & Strategy, Growth Orthopedics
Alejandro Fernandez
CEO, Synergy Orthopedic Specialists
Jeff Friedman
Private Equity Engagement Director, Modernizing Medicine
David Jacofsky, M.D.
CEO, HOPCo
Rob Swisher
CEO, MedRevenu
Healthcare M&A Professionals
Michael Bannon
Vice President, CSG Partners
Robert Goettling
Principal, The Bloom Organization
Collin Hart
CEO & Managing Director, ERE Healthcare Real Estate Advisors
Gary Herschman
Member, Epstein Becker & Green
Kieran Higgins
Partner, Citrin Cooperman
Dana Jacoby
CEO, Vector Medical Group
Anjana Patel
Member, Epstein Becker & Green
Nivedita Patel
Member, Epstein Becker & Green
Glenn Prives
Member, Epstein Becker & Green
Jay Pruzansky, DPM, MBA
Managing Dir., Merritt Healthcare Advisors
Brad Quick
Partner, President & COO, Vestia Personal Wealth Advisors
Matthew Searles
Senior Managing Director, Merritt Healthcare Advisors
Gregory Seigel
Managing Director, Seigel Advisory Services
Margaret Shanley
Principal, CohnReznick
Learn Comprehensive Details on Major Transactions, Including:
- Latest Trends in Orthopedic & Spine Group Transactions
- Why So Many Orthopedic & Spine Surgeons Are Pursuing Strategic Partnerships
- How Orthopedic & Spine Groups Are Valued
- How to “Extricate” from a Hospital PSA or Employment Agreement to Participate in a Strategic Transaction
- How to Maximize the Value of Medical Real Estate
- Personal Wealth Planning Strategies to Effectuate in Advance of Transaction
- How “Income Repair” Works
- “Second Bite” Transactions Are “Real”
Also Featuring:
Anatomy of a Private Equity Transaction: What to Expect at Each Stage of the Process, and Key Strategies for Achieving Optimal Terms
Keynote Panel: “Life After Closing of a Private Equity Deal, from the Perspective of Orthopedic & Spine Surgeons Who Partnered with Different Platforms”
- Latest Trends in Orthopedic & Spine Group Transactions
- Why So Many Orthopedic & Spine Surgeons Are Pursuing Strategic Partnerships
- How Orthopedic & Spine Groups Are Valued
- How to “Extricate” from a Hospital PSA or Employment Agreement to Participate in a Strategic Transaction
- How to Maximize the Value of Medical Real Estate
- Personal Wealth Planning Strategies to Effectuate in Advance of Transaction
- How “Income Repair” Works
- “Second Bite” Transactions Are “Real”
Also Featuring:
Anatomy of a Private Equity Transaction: What to Expect at Each Stage of the Process, and Key Strategies for Achieving Optimal Terms
Keynote Panel: “Life After Closing of a Private Equity Deal, from the Perspective of Orthopedic & Spine Surgeons Who Partnered with Different Platforms”
If you are interested in joining us
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