Healthcare Financing - IPO, Venture, Private Equity, and M&A Outlook

Healthcare Financing - IPO, Venture, Private Equity, and M&A OutlookProgram Description

We are thrilled to return to an in-person event as we reconnect with colleagues and build new relationships.

Join us for our Annual Financing and M&A Outlook conference.

The Keynote speaker is Jeffrey Barlow, President of Canaccord Genuity LLC (US). Following Jeff’s remarks, we will discuss the latest financing trends and predictions for 2023. David Uffer will moderate and will be joined by a panel of multidisciplinary experts from Investment banking, Private Equity Funds, Corporate Venture, and Venture Capital. The panel includes Katherine Andersen, Head of SVB Life Science & Healthcare; Joshua Phillips, Founder & Managing Partner, CHV.

Audience comments and questions will be an essential part of the conversation.

Keynote Speaker

Jeffrey Barlow, President, Canaccord Genuity LLC (US)

Jeff joined the firm in February 2007 and successfully expanded the firm’s Life Sciences practice before becoming head of US Investment Banking in 2011. He has extensive experience advising clients in all aspects of financings, mergers, and acquisitions and has completed hundreds of transactions during his career.

Program Moderator

David Uffer, Vice President Commercial Development, MedTech, General Inception

David leads the Medtech portion of General Inception. The firm co-founds companies with innovators and entrepreneurs across all segments of the healthcare ecosystem. Before General Inception, he was a Partner at Alira Health and Director, Business Development & Licensing at Covidien.

Panelists

Katherine Andersen, Head of SVB Life Science & Healthcare, SPD Silicon Valley Bank

Katherine Andersen serves as head of US Life Science & Healthcare at Silicon Valley Bank, which includes management of our accelerator/growth, corporate banking, sponsor finance & institutional leveraged finance teams.

Joshua Phillips, Founder & Managing Partner, CHV

Mr. Phillips is a Founder and Managing Partner of CHV and has been a member of the Investment Committees of the general partners of CHV I and CHV II since 2008. He is actively involved in fund management, including investments and capital raising. He has led CHV I and CHV II investments in the medical device, women’s health, and molecular diagnostics markets.

Join this timely program to hear about the latest market trends and challenges from these industry leaders.

Who should attend?

C-level executives, board members, investors, and other senior leaders who want a better understanding of how to make important decisions at strategic inflection points for their company in 2023.

Speaker Bios

Katherine Andersen, Head of SVB Life Science & Healthcare, SPD Silicon Valley Bank

Katherine Andersen serves as head of US Life Science & Healthcare at Silicon Valley Bank, which includes management of our accelerator/growth, corporate banking, sponsor finance & institutional leveraged finance teams. She also sits on the Board of Directors for SVB's Joint Venture in China, SPD Silicon Valley Bank. Prior to SVB, Katherine was a senior vice president for Wells Fargo Bank leading the life sciences business development and relationship management efforts in the Northeast. Before that, she was a director at Wells Fargo Capital Finance focused on front-end business development and underwriting of structured loans across various industries. Prior to Wells, she held various positions across mergers and acquisitions, finance, equity derivatives, audit, and management while at Affiliated Managers Group, Merrill Lynch, GE Corporate Audit Staff and GE Capital.

Katherine has a bachelor’s degree in finance and economics from Virginia Tech. She has also completed Dartmouth’s Tuck Executive Leadership and Strategic Impact Program, Wells Fargo’s Transformational Leadership Program, the Program on Negotiation at Harvard Law School and the GE Capital Financial Management Program.

Away from work, Katherine serves on the Board of Directors for WEST (Women in the Enterprise of Science and Technology), member of CEOs Against Cancer, an American Cancer Society program, and as Chairperson for the American Cancer Society’s Hope Lodge Corporate Council. She also enjoys endurance sports, traveling with her family, and baking epic birthday cakes for her three kids.

Jeffrey Barlow, President, Canaccord Genuity LLC (US)

Jeffrey G. Barlow, CFA, was appointed President of Canaccord Genuity LLC (US) in October 2015. Jeff is a member of the firm’s Global Operating Committee and Board of Directors for Canaccord Genuity LLC, the US operating subsidiary of Canaccord Genuity Group Inc. As President, Jeff has engineered and overseen substantial growth in the US operations. Jeff joined the firm in February 2007 and successfully expanded the firm’s Life Sciences practice before becoming Head of US Investment Banking in 2011. He has extensive experience advising clients in all aspects of financings, mergers and acquisitions and has completed hundreds of transactions during his career.

Prior to joining Canaccord Genuity, Jeff was a Managing Director and the Head of Healthcare Investment Banking at First Albany Corporation, where he was responsible for establishing and building the firm’s healthcare practice. He began his career at J.P. Morgan.

Jeff earned the Chartered Financial Analyst (CFA) designation and is a frequent speaker on industry topics. He received his B.A. from the University of New Hampshire and MBA with Beta Gamma Sigma distinction from the Leonard N. Stern School of Business at New York University.

Joshua Phillips, Founder & Managing Partner, CHV

Mr. Phillips is a Founder and Managing Partner of CHV and has been a member of the Investment Committees of the general partners of CHV I and CHV II since 2008. He is actively involved in all aspects of fund management including investments and capital raising and has led CHV I and CHV II investments in the medical device, women’s health and molecular diagnostics markets.

CHV I investments led by Mr. Phillips include Allegro Diagnostics (acquired by Veracyte), Vortex Medical (acquired by AngioDynamics), SevenOaks Biosystems (acquired by Medline), Sera Prognostics (NASD: SERA), Pavilion Medical, Saphena Medical, and Cruzar Medsystems. He is a Director of Sera Prognostics and past Director of, Pavilion Medical Innovaitons, Saphena Medical, Cruzar Medsystems, Allegro Diagnostics, Vortex Medical, and SevenOaks Biosciences.

CHV II investments led by Mr. Phillips include Conformal Medical, Brixton Biosciences, EyeCool Therapeutics, and Epitel. He represents CHV on the Boards of all four companies.

From 2000 to 2007 Mr. Phillips was the Managing Partner of Catalyst Health and Technology Partners, LLC., an organization that made early-stage investments in healthcare and technology focused companies. Relevant investments he led include Novazyme Pharmaceuticals (acquired by Genzyme), BioTrove (acquired by Life Technologies), and Biocius Life Sciences (acquired by Agilent Technologies). He was previously the Chairman of BioTrove, a Director of Biocius Life Sciences, and a Board Observer to Novazyme Pharmaceuticals.

From 1997 to 2000 he was a Manager at the Lucas Group, a boutique strategy-consulting firm, where he led engagements advising healthcare, life science, and technology-based companies. In 1990, Mr. Phillips co-founded, managed, and built a new business unit at Russelectric, a privately held engineering technology firm that is now part of Siemens. In five years, the business achieved annual sales in excess of $5 million and employed 15 engineers and technicians. Mr. Phillips previously held project and engineering management positions at Pratt & Whitney Aircraft, focused on the integration of hardware and software for the control system of the USAF F-22 fighter engine.

Mr. Phillips received an M.B.A. from the Harvard Business School and a B.E. in Electrical Engineering and Mathematics from Vanderbilt University.Bruce holds Bachelors degrees in Chemical Engineering and Mathematics from the University of Pennsylvania, a Ph.D. in Chemical/Biomedical Engineering from the University of Delaware, and an MBA with High Distinction from Harvard Business School.

David Uffer, Vice President Commercial Development, MedTech, General Inception

David Uffer is a 30+ year seasoned executive having a career dedicated to the Medtech industry. He currently serves as the VP Medtech at General Inception where he leads investments and the portfolio in early stage Medtech companies. In his career he has screened over 15,000 companies and continues to engage over 600 annually.

Prior to General Inception David was the Senior Partner and VP of Medtech at Alira Health, a global advisory firm. He advised companies in all aspects of commercialization from Regulatory, Clinical Affairs, HEOR, go to market strategies and transaction advisory.

In previous roles David led Business Development for a $5B division of Medtronic (legacy Covidien) in their respiratory, monitoring and med/surg products business including renal care, general surgery, nutrition and wound care. He led deals in M&A, distribution, co-development and also executed minority equity investments in early stage companies of strategic interest. Prior to Medtronic, David was Director of Corporate Development at Hologic running strategy and deal flow while leading deals across gyn surgery, breast health, and molecular diagnostics.

David also has managed Boston Scientific’s strategy and business development function in vascular surgery, interventional medicine and oncology. He has held management roles at Integra Lifesciences leading neuromonitoring and neurosurgery business units. David initiated his career with Abbott Labs in their Diagnostics Division, managing US and APAC market development and global market assessments.

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