2020 HLC Virtual Schedule TUESDAY, DECEMBER 8, 2020 The BRG Healthcare Leadership Conference will be held virtually on December 8, 2020. It is designed expressly for top executives from healthcare, financial, private equity, Event Brief and policy. This year’s event offers a unique forum and online setting for healthcare leaders to converge to discuss the most pressing issues facing the industry.

The BRG Healthcare Leadership Conference delivers: - Out-of-the-box approaches for the challenges and opportunities in front of you - New strategies for developing ideal partnerships - The best thinking of how to advance the quality and efficiency of care - Fresh perspectives on your most important priorities - Opportunities to develop peer relationships that can help your business

While the conference typically brings together over 250 top executives, a virtual Who Attends program allows us to expand our reach and welcome even more innovative thinkers in healthcare, , and policy. In this online setting, you will have access to a tremendous resource of ideas and experience, ample time to connect with your peers to exchange information, and the ability to continue the conversations post-event.

The timing of the BRG Healthcare Leadership Conference in early December is Why Attend purposeful. It offers attendees a platform upon which to both evaluate the year prior and work together to prepare for what lies ahead. There is much affecting healthcare that makes it challenging to see the forest through the trees. Our goal is to provide a better sense of what is important in policy trends and the impact those trends may have on providers and financial markets.

CONTACT [email protected] with questions.

2020 HLC VIRTUAL SCHEDULE 2 2020 HLC Virtual Schedule TUESDAY, DECEMBER 8

9:00–10:15 a.m. Opening Session: Axelrod vs. Rove

THE FUTURE OF HEALTHCARE AND THE AMERICAN POLITICAL LANDSCAPE POST-2020 PRESIDENTIAL ELECTION With the 2020 presidential election decided, Karl Rove and David Axelrod, two leading political minds in America, will join the HLC once more for a no-holds-barred discussion about the future of American politics and healthcare. Offering insightful analysis and predictions about current debates in Washington, the nation’s political course, and the bigger challenges America faces, Mr. Rove and Mr. Axelrod will discuss what’s at stake and what’s next.

Moderated by John Kelliher, Managing Director, BRG

10:15–10:30 a.m. Break

10:30–11:30 a.m. HEALTHCARE POLICY 2020 AND BEYOND The debate over healthcare policy—and the impact on the healthcare industry—played a major role in the 2020 presidential and congressional races. BRG is thrilled to again welcome top congressional staffers to discuss the potential healthcare policy agenda in the wake of the 2020 election. Lauren Aronson, Partner, Mehlman Castagnetti Rosen & Thomas Melanie Egorin, Deputy Minority Staff Director, Committee on Ways and Means Katie Meyer, Senior Policy Advisor for House Minority Leader McCarthy, U.S. House of Representatives Nick Uehlecke, Advisor, Immediate Office of the Secretary, U.S. Department of Health and Human Services

Moderated by Ruth Tabak, Associate Director, BRG

11:30–11:45 a.m. Break

11:45–12:45 p.m. Concurrent Sessions (2)

(1) MEDICAID OUTLOOK FOR 2021 AND BEYOND (2) MANAGED CARE 2021 With COVID-19 putting pressure on state Medicaid budgets and Rapid changes are afoot in managed care. Panelists from medical, the 2020 presidential election likely to shape the next four years value-based, payment innovation, and network development roles will of federal Medicaid policy, a panel of policy and payer experts will offer their opinions on 2021 priorities, including behavioral health, discuss the outlook for the Medicaid program. The panel will provide women’s health, new social networks, and post-pandemic changes perspectives on the overall outlook for enrollment and spending; and for procedure-oriented specialty doctors. Learn what to expect and address specific sectors, including long-term services and supports, what gets their attention in managing a cross-section of Medicare, behavioral health, and dental services. Medicaid, and commercial populations. Catherine Anderson, Senior Vice President, Policy and Strategy, Ish Bhalla, MD, Associate Medical Director of Behavioral Health Value United Healthcare Community & State Transformation, BCBS of North Carolina Dianne Hasselman, Deputy Medicaid Executor, National Association Troy Smith, VP of Healthcare Strategy and Payment Transformation, of Medicaid Directors BCBS of North Carolina

Moderated by Jim Teisl, Director, BRG Stephan Young, Mental Health Team Lead, Caresource Moderated by Bryan Cote, Managing Director, BRG

Virtual schedule continues on next page.

3 12:45–1:15 p.m. Lunch Break

1:15–2:15 p.m. Closing Keynote: Aneesh Chopra

CONNECTING DOTS: HOW OPEN DATA, APIs, AND PAYMENT REFORM WILL FUEL CARE DELIVERY REFORM The need to reform the way in which care is delivered remains as fiscal, access, and quality pressures continue to mount. Building on the progress of the Obama and Trump administrations, there are clear rules of the road enabling consumer- directed health exchange; have opened up more government data for measuring performance; and have added more risk- based alternative payment models. In this presentation, Chopra will share his view on the road ahead for health organizations as they build upon more active consumers, empowered with greater access to their own data and a growing number of apps and navigation support services that can help them make better decisions at each step of their care journeys.

Registration Information

ALL-INCLUSIVE ATTENDANCE

Your attendee fee covers education sessions and conference materials.

CANCELLATION POLICY

You may appoint a substitute senior-level executive to access the virtual event in your place, carry over your registration to the 2021 BRG Healthcare Leadership Conference (and then pay the difference), or receive a refund less a $100 service fee.

VIRTUAL CONFERENCE FEE

$300 per attendee

2020 HLC VIRTUAL SCHEDULE 4 Testimonials

In a relatively short amount of time, [The BRG Healthcare Leadership the BRG HLC has become the must- Conference] has undoubtedly become attend conference for policy and the best networking event for healthcare. Thank you for organizing healthcare deal pros! a first-rate event. Dan Davidson, Coker Capital Advisors Tim Laffey, Mercer

Great conference, great venue, and It is one of the best healthcare excellent opportunity to get an inside conferences I attend. The dates, look at the politics and procedural venue, location, and length are hurdles ahead of the healthcare industry. perfect. The Rove/Axelrod session should get six of five stars. Ruth Fricke, United Healthcare Mark Heaney, Select Data

Excellent sessions and interaction with a variety of professionals. I definitely Of all the conferences I attend, this gained valuable healthcare-related one is by far the most rigorous with insights. providing credible information that fosters strategic integration. Sherl Brand, CareCentrix Margherita Labson, The Joint Commission

I thought it was one of the best I have attended overall. Speakers, topics, and One of the best healthcare conferences staff were great. all year! John Paul, CCNA Pharmacy Paul Baldwin, Baldwin Health Policy Group, LLC

5 2019 Conference Attendees

Jeff Abramoff Kent Berkley Thomas Brown James Clarkson Tyler Diduch Kelly Ferguson Principal Vice President Managing Director Principal Consultant Vice President Court Square Capital Frazier Healthcare BRG Via Positiva BRG Venn Strategies LLC Partners Dave Adler Greg Browne Bryan Cloncs Rexanne Domico Seth Feuerstein Vice President of Randy Bishop Managing Director, Senior Vice President President, Home Health Senior Advisor Advocacy COO Healthcare Capital Cain Brothers Care and Rehabiliation DoD, Yale School of ASTRO American Society EnduraCare Acute Care Ally Services Medicine and Athyrium for Radiation Oncology Services, LLC Tim Coan BrightSpring Health David Butler CEO Services Jason Ficken Meredith Anastasio Jeffrey Black Associate ALN Medical Partner Director Partner BRG Management Christopher Donovan Quadriga Partners, LLC BRG Mercer Partner, Co-Chair Steve Cagle Catherine Cohen Christie Franklin Health Care Michelle Apodaca Margaret Bloom CEO Vice President, Industry Team Chair Advisory Board Of Counsel Director of Regulatory Clearwater Governmental Affairs Foley & Lardner LLP Bristol Hospice Katten Muchin Affairs and Chief American Academy of Elliott Campbell Craig Freeman Rosenman LLP Legal Counsel Ophthalmology Brendan Donovan Behavior Analyst Vice President Managing Director, Managing Partner John Arnold HarbourVest Partners Michael Cohn Vista Analytics, LLC Certification Board Private Equity and Credit Attorney Senior Associate Frank Carsonie Manulife Investment Barry Freeman Waller Lansden Dortch & Michael Boxer Webster Bank, N.A. Management Davis, LLP Partner Attorney Managing Director, Benesch, Friedlander, Enterprise Group Limited C.Taylor Cole Michael Down Healthcare Investment Brett Baker Coplan & Arnoff, LLP Partner Vice President Banking Senior Health Dexter Braff Harren Equity Partners Lincoln International Josh Carter NFP Corp Policy Advisor President US Senate Committee on The Braff Group Vice President Kevin Colton Eva DuGoff Joshua Freemire Harvest Partners, LP Finance CEO Associate Director Member of the Firm Nathan Bram TrustHealthcare Epstein Becker & Green Tom Case BRG Theresa Baker Senior Associate Christopher Consalus Peter Freyer Director Owl Rock Capital Director William Duke White Oak Healthcare Webster Bank, N.A. Partners Senior Vice President of Managing Director Managing Director - Financial, LLC Development CIT Group Inc. Healthcare and Kevin Barnes George Breen BrightSpring Health Life Science Gay Casey Senior VP, Strategy & Board of Directors / Services Andrew Eckstein Silicon Valley Bank (SVB) Corp. Dev. Member of the Firm Managing Director Managing Director Premier Inc. Epstein Becker & Green BRG Brandon Copple BRG David Friedman Director of Content & Principal Tom Ceto Chaz Bauer Niall Brennan Editorial Strategy Melanie Egorin Gauge Capital LLC Vice President, President & CEO Group Head, Greentarget Deputy Minority Steve Garbon Business Development Health Care Cost Institute Healthcare Capital Staff Director Beaumont Health Ally Corporate Finance Bryan Cote Ways and Means Health Managing Director Melanie Brensinger Managing Director The Braff Group Brian Chambers Subcommittee Kevin Becker Founder, Managing BRG Viviane Garth Vice President Partner Partner Qian Elmore Pamlico Capital Jason Cross LLR Partners Anagenesis Capital Managing Director Associate Partners Kadiant ICV Partners BRG Dustin Beeker Puneet Chandhok Alejandro Cruz Luther Gatewood Partner Joel Brill Managing Director John Eriksen Wells Fargo (Banking) Moss-Adams LLP Chief Medical Officer Partner Partner Principal Predictive Health, LLC Patterson Belknap Webb Epstein Becker & Green Athyrium Capital Lance Bell Ashley Chilton & Tyler LLP Management, LLC Managing Director John Brock Managing Consultant Veda Eswarappa BRG Paige Daly Evan Gatti BRG Managing Director Vice President BRG Partner Great Hill Partners Associate Peter Benham Samantha Chisholm Harvest Partners, LP Starr Investment Managing Director - Michael Broderick Consultant Matthew Evans Holdings, LLC BRG Richard Davidson Sponsor Finance Managing Director Managing Director, Head Senior Vice President Lisa Genecov Silicon Valley Bank (SVB) Varagon Capital Partners Ryan Christine of Healthcare Finance Antares Capital, LP Monroe Capital LLC Partner Andrew Bergman Kiahana Brooks Senior Managing Katten Muchin Rosenman Swaroopa Desai Principal Special Assistant Consultant Zach Evett LLP BRG Kohlberg Kravis Roberts CMS Director Director & Co. L.P. Cowen BMO Sponsor Finance

2020 HLC VIRTUAL SCHEDULE 6 Curt Germany Chris Harris Thomas Hunter Hyrum Kirton Frank Luntz Sean McNally Partner-in-Charge, Partner CEO President/CEO Founder/President Partner Services FFL Partners iHope Network Bristol Hospice Luntz Global, LLC Prairie Capital LP Weaver Rob Harris Janice Jacobs Elizabeth Klunk Mark Lutes Dipa Mehta Sara Gershfeld Litvak Partner Managing Director Senior Vice President Shareholder VP, Corporate Ventures CEO Waller Lansden Dortch & BRG Medical Management Epstein Becker & Green and Innovation Behavioral Health Center Davis, LLP Versant Health Advocate Aurora Health of Excellence Stephen Johannesson Holdco, Inc. Jeremy Lynch Peter Hart Associate Partner Daniel Meier David Gilboa Founder BDT & Company / BDT Kevin Kohl Trilantic Capital Partner Associate Peter D. Hart Research Capital Partners Associate Director Management LP Benesch, Friedlander, Robinson + Cole Associates BRG Coplan & Arnoff, LLP Greg Jones John MacDonald Shana Goetz Eric Hartung Senior Director Yosan Kubrom President Micah Meisel Director, Marketing and Managing Director CVS Health, Aetna Associate BRG Partner Business Development Madison Capital Funding BRG Oak Hill Capital BRG LLC Anil Joseph Jason Madden Managing Director Mark Kulik Managing Director Jesse Meyer Tom Goila Rohit Harvu Capital One Managing Director Accordion Managing Director Partner (Credit-Debt) Senior Associate, Commercial Bank The Braff Group Silicon Valley Bank (SVB) Comvest Partners Healthcare Capital Mike Malloy Ally Financial Inc. Karen Kajmo Michael Kuritzky Vice President J.P. Michael Ethan Goodson Former VP, Strategic Principal Raymond James & Managing Director Director Drew Healy Initiatives at HCPEA H.I.G. Capital LLC Associates, Inc. WestRiver Group Provident Healthcare Managing Director tbd Partners Capital Alignment Margherita Labson Ari Markenson James Michel Partners Adam Kane Executive Director Partner Head of Public Policy Michael Greenman Managing Director, The Joint Commission Winston & Strawn LLP Uber Health Principal Mark Heaney Corporate Affairs Timothy Laffey Jeffrey Marlough Hoyle Miller Harvest Partners, LP Executive Partner Redwood Capital Post Capital Partners, Investments Principal (M&A Managing Director Managing Director Ronald Greeno MD LLC Transaction Services) Castleford Capital BRG Senior Advisor for Lisa Kapp Mercer Roger Marrero Jon-Christian Miller Government Relations Todd Heglund Vice President Rudy Lazo Society of Hospital Managing Director Cressey & Co Managing Partner, Vice President, Buyout Medicine Stifel Financial Corp Director of Compliance, Private Equity Bow River Capital Hal Katz Quality & Risk Comvest Partners Eric Minkove Marshall Griffin Raymond Heimann Partner Management David Matyas Principal Associate Husch Blackwell LLP Planned Parenthood Managing Director Comvest Partners Sverica Capital of Metropolitan Board of Directors / The Cranemere Group Lisa Katzman Washington, DC Member of the Firm Limited Adam Grossman John Hennegan Marketing Director Epstein Becker & Green Aaron Money Partner Partner Optisave Christopher Lee Barbara McCann Deerfield Management Shore Capital Partners, Senior Director, Partner Thomas Kearney FFL Partners Company, L.P. LLC Healthcare Capital President and CEO Managing Director Ally Corporate Finance CHAP Inc, Mitchell Gruesen Russell Herakovich Bregal Partners Donald Moody Lauren McClurg Vice President, Managing Director Baxter Lee Partner John Keimig Waller Lansden Dortch & Healthcare Banking Silver Point Capital, LP CFO EVP & Partner Fifth Third Bank President/CEO Clearwater Reeder & Associates, Ltd Davis, LLP James Hesburgh Healthcentric Advisors/ Chip McCollum Mark Moses Alex Gulotta Managing Director CMS QIN Leslie Levinson Vice President Stifel Financial Corp Co-chair, Transactional Mg. Director Senior Risk Manager John Kelliher Capital One Healthcare Siemens Financial Great Point Partners, LLC Health Law Group, and Matthew Hicks Managing Director Services, Inc. member of the Health Jeremiah McCoy Aaron Habriga Partner BRG Law and Business Farzad Mostashari Principal Excellere Partners Health Policy Analyst Ted Kennedy, Jr. Transaction Groups Better Medicare Alliance CEO Varsity Healthcare Robinson + Cole Partners Kyerstin Hill Partner Aledade Epstein Becker & Green Brittany McDonald Senior Associate Artis Lin Lauren Haley Greentarget Vice President Michael Moynihan Patrick Kilrea Principal JLL Vice President Member Golub Capital Strategic Health Law Jeffrey Hoffman Director Carlyle Group Ally Financial Inc. Vera McEvoy Managing Director Burk Lindsey Denise Hanna Capital One Healthcare Director II Jordan Mueser Donna Kinzer Managing Director Fifth Third Bank Co-Chair, Health Care Associate Nyisha Hohn-Cox Principal Raymond James BRG Practice Group Financial, Inc. Luna McKeon Locke Lord LLP Senior Risk Manager DK Healthcare Consulting Siemens Financial Vice President Tim Murphy Christian Long Services, Inc. Justin Kirkpatrick Owl Rock Capital Chief Executive Officer Partner Director - Payer Partners The Stepping Stones Questa Capital Contracting and ACO Group Management, LLC Development Darrell McKigney Complete Health, Inc. Associate Director BRG

7 Tim Murray Jonathan Pearl Ted Rosenwasser Walker Simmons Kathleen Teixeira Timothy Wentink Director & Senior Managing Director Principal Partner Vice President of Managing Director Consulting Actuary Carlyle Direct Lending / Trilantic Capital Palmer & Cay Public Policy and Twin Brook Capital Wakely Consulting Group Carlyle Global Credit Management LP Government Affairs Partners Stan Skimina American Sanjeev Narayan Tracy Plouck Scott Rossbach Director - Leveraged Gastroenterological Megan Wheeler Managing Director - Population Health Senior Director Finance Association Healthcare Marketing Healthcare Executive in Residence Ally Financial Inc. Silicon Valley Bank (SVB) Manager LBC Credit Partners Inc. Ohio Univeristy Nitin Thakar BRG Phil Rowley Neal Skiver President & CEO Scott Nelson John Pope Executive Director and Structured Finance GeBBS Healthcare David Wildebrandt Managing Principal President Chief Revenue Officer Siemens Financial Solutions Managing Director SpringParker Pope Corporation BRG Services, Inc. BRG Anne Toland Von Nguyen Joseph Quinn Michael Rudanycz Stuart Smartt Heather Willis Associate Director of VP for Clinical VP Managing Director Senior Managing Behavioral Health Senior Risk Manager Operations Wells Fargo Sun Life Director - Head of Beacon Health Options Siemens Financial Blue Cross North Healthcare Services, Inc. John Randazzo Joseph Russo Carolina NXT Capital LLC John Tracey Adam Willis Senior Advisor Managing Director Managing Director Edward Niemczyk Athyrium Capital Siemens Financial Katherine Somers Webster Bank, N.A. Managing Director, Director Management, LLC Services, Inc. Senior Managing Head of Healthcare Bridges Fund Consultant Daniel Troy Madison Capital Funding Jennifer Rangel Ryan Sacco Management Ltd. BRG Senior Associate LLC Partner Principal, Direct Starr Investment Melissa Nosik Locke Lord LLP Investments William Sorin Holdings, LLC Karen Winterhof Deputy CEO (Heritage Group) Vice President Director Gregory Ratliff Behavior Analyst Heritage Provider Audax Group Thomas Tsang FFL Partners Certification Board - Senior Vice President, Network (Heritage Group CEO, Co-founder Littleton, CO Healthcare Banking LOS ANGELES) Garrett Stephen Valera Health, Inc. Jeff Wu Cadence Bank Managing Director Deputy Director Eric Nusbaum Alan Schabes First Eagle Alternative Nick Uheleke Centers for Medicare & Michael Rebocho Vice President Partner Credit (formerly Advisor Medicaid Services H.I.G. Capital LLC Director Benesch, Friedlander, THL Credit) U.S. Department of CIT Healthcare Finance Coplan & Arnoff, LLP Health and Human Mary Xjimenez David Oberdorf Anna Stevens Vice President & Jamie Reedy Services (HHS) Vice President Steven Sciavolino Director Director of Marketing Capital One Bank Chief of Population Supervisory Special Weaver Devasena Vallabhaneni BRG Health Agent Cyber Division Senior Vice President Michael Ory Summit Medical Group/ FBI Federal Bureau of Zack Stiefler Antares Capital, LP Hannah Zaitlin Managing Director CityMD Investigation Principal Senior Counsel Raymond James & Corridor Capital, LLC Erik Van Vuren Foley & Lardner LLP Ceron Rhee Associates, Inc. Matthew Sedgwick Managing Director Michael Sullivan Asif Zaman Principal Former Sr VP at Golub Capital Gregory Pachus Pritzker Private Capital Formation Capital Managing Director Managing Director - Head of Sponsor and BRG Arun Varanasi Head of Healthcare Tyler Ridley TBD Corporate Finance Vice President Service Group Kyle Swarts Silicon Valley Bank (SVB) Manager Misha Segal Carlyle Direct Lending / Public Pension Capital - Weaver Managing Director Chief Growth Officer Carlyle Global Credit PPC Enterprises LLC Raj Parikh Trust Healthcare Maria Rocca BRG Vice President James Vavricek Marsha Zebley Ruth Tabak Pamlico Capital Consultant Sara Shanti Associate Director VP BRG Partner Associate Director Medicare Payment Comvest Partners Lawson Parker BRG Lidia Rodriguez-Hupp Benesch, Friedlander, & Coverage Shareholder Gary Zegiestowsky Chief of Corporate Coplan & Arnoff, LLP Myra Tanamor American College of Greenberg Traurig, LLP Cardiology Managing Director Initiatives, Senior Vice Brian Shaughnessy Principal BRG Milan Patel L & M Policy Research President Managing Director Derrick Walter Managing Director Sentry Data Systems Cameo Zehnder BRG Josh Tang Senior Managing - Healthcare Corp. Chief Executive Officer Cathy Ronca Consultant Finance Will Shrank Senior Associate Pediatric Home Service Webster Bank, N.A. BRG NXT Capital LLC Conference Content Chief Medical Officer Eric Zhang Manager Humana, Inc. Steven Warden Tatjana Paterno BRG James Teisl Partner, Head of Vice President Member Jay Simmons Director TPG Capital (Tarrant Chuck Rose BRG Healthcare Bass, Berry & Sims PLC VP Provider Network Varagon Capital Partners Capital IP, LLC) Executive Director Engagement EnduraCare Capital Blue Cross

2020 HLC VIRTUAL SCHEDULE 8 INTELLIGENCE THAT WORKS

ABOUT BRG Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.

We have in-depth experience across a wide range of industries and markets, from and energy to technology and healthcare. No matter what sector your business is in, we have experienced professionals who understand the challenges you face—making us better equipped to help solve them.

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