program information

This unique industry event is designed to help companies active in the self-insurance/captive insurance marketplace better understand common growth strategies made possible by corporate financial transactions (mergers, acquisitions, capitalizations, etc.). Additionally, attendees will learn more about important market factors affecting the self-insurance marketplace and the implications for corporate growth strategies. In addition to targeted educational content and the ability to engage with other members with similar interests, attendees will have the opportunity to connect with important sources of capital, including private equity sponsors and strategic investors.

Monday, May 6, 2024

12:00 pm - 5:00 pm

Registration Open

12:00 pm - 1:30 pm

Private Meeting Time

Available time for companies who have pre-arranged one-on-one meetings.

2:00 pm - 5:00 pm

Growth Company‐Investor Introductions

Attendees will have the opportunity to introduce their companies to the investor group using five-to-seven-minute presentations (i.e., one company/attendee at a time presenting to the audience). Advance sign‐ups will be required. Given the limited time available, requests will be accommodated on a first come basis.

1:30 pm - 2:00 pm

Private Equity Success Stories

This real‐world look investigates “the why” surrounding a recently completed SIIA member transaction involving a growth stage company and their new growth‐oriented equity sponsor. Topics will include the pre‐deal backdrop, counterparty introduction and selection, due diligence – perception vs. reality, and how transaction advisors helped introduce, structure, and effectuate a win‐win $300+ million dollar investment.

SPEAKERS:

Hank Mannix
Managing Director
Kelso & Company

Robert Gelb
CEO & Board Member
Valenz® Health

2:00 pm - 3:00 pm

Assessing, Valuing, and Investing in a ($600B) Pharmacy/Medication Management Marketplace

With U.S. pharmacy costs escalating unabated and a massive total addressable market, private equity continues to explore investment opportunities that minimize risk and maximize reward. Our Panelists will discuss growth, exposure, and valuation differences between Rx subcategories (e.g., PBM, PBA, and PBO), the proliferation of transparency, the fate of rebates, and navigating regulatory concerns. The panel will conclude with commercial strategies for TPAs and misc. cost containment companies serving the self-funded market to drive revenue and increase value.

MODERATOR:


Mark Slomiany, PhD, MBA, MPA
Director
Marwood Group 

SPEAKERS:


Doyle Jensen
Enterprise Chief Growth Officer
ProCare Rx 


LeAnn Boyd
Founder & CEO
Liviniti 


Joseph Jurewicz
SVP
Alliant


Todd Squilanti
Managing Director
InTandem Capital Partners

3:00 pm - 3:30 pm

Networking Break

3:30 pm - 4:30 pm

Benefit Advisors:  Depth, Breadth, and Diversification to Amplify Revenue Growth and Enterprise Value

As the main distribution channel for businesses serving the self‐funded market (TPAs, benefits managers, providers, cost containment vendors, etc.), this panel provides a glimpse into what matters most to industry‐leading advisors and, more importantly, their self‐funded clients. Hear from a panel of experts on creating value through preferred partnerships, the importance of national reach and local presence, innovative strategies (bundling, at‐risk contracts, etc.), and how to differentiate in a competitive RFP.

MODERATOR:


Ben Frisch
CEO
Point C

SPEAKERS:


Niko J. Caparisos, CSFS® CHVP® HWC®
Principal
Prosperity Benefits

James Stines
President
HAUSER


Chad Schulz
EVP, Managing Director
Alliant Insurance 

5:00 pm - 6:30 pm

Welcome Networking Reception



Tuesday, May 7, 2024

7:00 am - 8:00 am

Networking Breakfast

8:00 am - 8:10 am

Welcome Remarks & Program Overview

SPEAKERS:

Mike Ferguson
President & CEO
Self-Insurance Institute of America, Inc.

                    
Trey Marinello
Managing Director
Houlihan Lokey
 

8:15 am - 9:15 am

Provider Network Innovations:  Evolving Provider Strategies in the Self-Insurance Marketplace and How SIIA Companies Can Generate Value

This panel will provide insights into how the rapidly evolving provider community serves the self‐funded market. The panel will explore partnership opportunities for SIIA member companies to support and benefit from these initiatives. Discussions will include transitioning away from traditional fee‐for‐service models and towards value‐based care, the needs of self‐funded employers, and scale, specificity, and cross-sale capability in relation to valuation.

MODERATOR:


Paul Forte
Chief Strategy Officer
Health Plans, Inc. 

SPEAKERS:


Jenny Reed
SVP, Value Based Care
Baylor Scott White 


Mike Stubee
VP of Payer Strategies
Orlando Health 

Jennifer Hammond Leach
VP Managed Care
Cone Health

Charlotte Black
Vice President
Oak HC/FT

Dave Thompson
SVP, Population Health and President, Contracted Revenue
Mercy 

9:15 am - 9:45 am

Networking Break

9:45 am - 10:15 am

Private Equity Success Stories

This real‐world look investigates “the why” surrounding a recently completed SIIA member transaction involving a growth stage company and their new growth‐oriented equity sponsor. Topics will include the pre‐deal backdrop, counterparty introduction and selection, due diligence – perception vs. reality, and how transaction advisors helped introduce, structure, and effectuate a win‐win $156 million investment.

SPEAKERS:


Jeff Haywood
Partner
Spectrum Equity 


Michael Clayton
CEO
Virtual Benefits Administrator

Additional success stories to be added

10:15 am - 11:00 am

Networking Break

11:00 am - 12:00 pm

It's All About the Multiples - Take Two

As a follow-up to one of last year’s most talked about sessions, this year’s panel will address current macroeconomic factors affecting market conditions, generally, along with company-specific attributes (SIC, growth, margins, diversification, etc.) that have a bearing on enterprise valuation multiples. The panel of experts will discuss the primary valuation determinants, common methodologies utilized, and spotting leaders and laggards. The session will culminate with strategies that can be deployed well ahead of a transaction to increase your valuation multiple.

MODERATOR:


Trey Marinello
Managing Director
Houlihan Lokey 

SPEAKERS:


Jeff Swearingen
Managing Partner
Edgemont Partners


Michael Langer
Managing Director
Lightyear Capital 


Matt Whitman
Partner
Arsenal Capital 

Kelsey Hilbrich
Vice President, Healthcare Private Equity
Flexpoint Ford

12:15 pm - 2:00 pm

Hosted Luncheon & Private Meeting Time

2:00 pm - 5:00 pm

Growing Your Company While Enhancing Value - A Special Strategic Planning Workshop for Companies in the Self-Insurance Marketplace

Whether you are building your company for scale or for sale, smart growth doesn’t just happen. Additionally, not all growth adds to enterprise value. This intensive workshop is designed to equip participants with essential skills for planning for growth while navigating the dynamic landscape of the self-insured employer market. The workshop offers an in-depth exploration of strategic planning fundamentals, emphasizing the importance of aligning business goals with the unique challenges and opportunities in the field of employer benefits to create the highest value products and services. Participants will gain insights into crafting effective business strategies, leveraging market trends, and developing a robust plan for sustainable growth. Topics include identifying market niches, optimizing service offerings, and building meaningful partnerships. Participants will engage in interactive discussions and practical exercises to reinforce their understanding of the key principles discussed during the workshop.

MODERATOR:


Michael Burcham
Chief of Strategy & Talent Development
Shore Capital

5:00 pm - 6:30 pm

Networking Reception

Wednesday, May 8, 2024

7:00 am - 8:30 am

Networking Breakfast

8:30 am - 12:00 pm

Private Meeting Time

The general session room will remain open for attendee use. 


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2024 Self-Insurance Institute of America, Inc.