Episodes

  • Quick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO Summit
    May 21 2026

    Cain Brothers Wyatt Ritchie and Managing Director Carl Hardie talk with Dave about the 3rd Annual MedTech, Pharma Services & Life Sciences CEO Summit held recently in Aspen, Colorado. Attended by over 60 healthcare CEOs, investors, and executives, the two-and-a-half-day agenda featured presentations and panel discussions spanning a range of challenges reshaping life sciences, including the impact of GLP-1s and AI to the China’s rise in the global market and exit trends in the current M&A environment. Cain Brothers is a division of KeyBanc Capital Markets.

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    14 mins
  • Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence
    May 5 2026

    Cain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.

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    14 mins
  • Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams
    Apr 8 2026

    Cain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.

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    18 mins
  • Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?
    Mar 25 2026

    Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.

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    13 mins
  • Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
    Mar 5 2026

    Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.

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    15 mins
  • Quick Hits: A Year in Review and the Year Ahead
    Feb 12 2026

    Wyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.

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    20 mins
  • The Future of AI in Healthcare: Insights from Leading Investors
    Jan 29 2026

    What will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow, Operating Partner at a16z, Asif Dhanani, Partner at Rubicon Founders, and Tod Pesses, Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.

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    51 mins
  • Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew
    Dec 10 2025

    At the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.
    Note: this episode contains adult language.

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    51 mins