Frequently Asked Questions
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Where will the 2025 event be held?
Capital+Strategy 2025 will be held April 9 - 11 at JW Marriott Orlando Bonnet Creek Resort & Spa, 14900 Chelonia Pkwy, Orlando, FL 32821.
Which ticket should I buy?
Provider tickets are for owners, operators, and healthcare providers as well as executives from health systems. Vendor tickets are for professionals in finance, technology, staffing, legal, sales, and marketing.
What does my ticket include?
A ticket includes access to all sessions, breakfast, lunch, refreshments, and a networking reception.
What is the refund policy?
For all tickets, no refunds are available after 45-days out from the event. No exceptions.
Are you offering hotel accommodations?
Please check back.
Are there kosher meals or other dietary options at the event?
Please contact [email protected] with any dietary restrictions.
My company or organization owns or is an active investor in a provider. Which ticket type can I purchase?
If your organization owns or invests in a provider or providers in this space, your firm is classified as a private equity investor. If you wish to get the provider pricing, you would need to use that organization's email system/domain to register for the ticket to qualify as a provider. No exceptions.
How do I contact the organizer?
Email us at [email protected].
Event Details
Location
JW Marriott Bonnet Creek, 14900 Chelonia Pkwy, Orlando, FL 32821
Since 2017, Capital + Strategy has been the premier gathering of home health executives for dealmaking and investment in the home health, homecare and hospice market. The event has traditionally focused on the intersection of capital, operations and strategy. This conference attracts home health operators, franchisors, franchisees, capital providers,regulatory agencies, health system executives,bankers, brokers, M&A professionals and more.
Topics include:
- Deal market outlook
- C-suite insights on reimbursement and other industry trends
- Areas for investment
- M&A trends
- Private equity investment
- Positioning payer relationships for growth
- Investments in staffing strategies that work
- and more...
© Home Health Care News 2023
Opening Remarks
Networking Reception
C-Suite Perspectives on the Home Health, Home Care & Hospice Dealmaking Landscapes
Lunch
9:00 – 9:10 AM
5:00 – 7:00 PM
9:50 – 10:20 AM
12:00 – 1:00 PM
Ticket Prices
Providers: $800
Vendors: $1200
Non-Profit: $800
What The Buyer Wants: Perspectives From Home-Based Care’s Most Prolific Acquirers
11:30 AM – 12:00 PM
Jeff Huber
CEO
Home Instead
Private Equity and REIT Outlook on the Skilled Nursing Market: Evaluating Investments in a Changing Market
1:00 – 1:30 PM
Private Equity Investment Outlook for Home Health & Home Care
1:30 – 2:00 PM
Scott Plumridge
Managing Partner
Halifax Group
The relationships between home health providers and payers can be fraught. Despite this, some organizations have been able to navigate these relationships successfully in a way that is mutually beneficial for both entities.
Build, Buy or Hold: Hospice Growth Strategies for 2024 and Beyond
With inflation and interest rates exerting severe pressure on margins in the last few years, senior living CFOs have had to be creative and diligent while at the same time positioning their teams for a new, more data-driven era. Hear from top finance leaders about their pivots and progress, and how to keep the bottom line healthy in a challenging period.
PACE, Adult Day & Beyond: The Other Community-Based Models You Should Be Thinking About
Lynn Giacobbe
CEO
Kendal at Home
3:00 – 3:30 PM
Dr. Richard Feifer
Chief Medical Officer
InnovAge
Here's a sample of last year's Capital+Strategy attendees:
Companies
Addus HomeCare
Amedisys
BAYADA Home Health
BrightStar Care
Care Advantage Inc
Help At Home
Intrepid USA
ModivCare
National Association for Home Care & Hospice
Outreach Health
Pathwell Health
Pinnacle Home Care
TridentCare
VillageMD
Walgreens
Titles
Administrator
Chief Executive Officer
Chief Clinical Officer
Chief Development Officer
Chief Operating Officer
Director of Home and Community Based Services
Founder
National Medical Director
Senior Vice President of Public Policy
Senior Vice President, Government Relations
Vice President, Mergers & Acquisitions
VP of Business Development
VP of Partnerships
VP, Sales
VP, Strategy
Gold Sponsors
Silver Sponsors
Executive Connect
Get access to select conferences and events at no cost for your ticket. As part of the Executive Connect program, qualified executives from providers or operators may apply for this ticket type and participate in a set number of meetings with pre-screened vendors at the event. If accepted, you will be granted a complimentary event ticket and required to attend scheduled meetings at the event and provide feedback on those meetings. *A refundable deposit is required to register and is refunded if you attend the required meetings at the event. No show or cancellations will forfeit deposit, no exceptions.
Leaders from some of the largest and fastest-growing home health organizations in the country come together to discuss
Metrics, Margins and Market: Data Trends in Home Health & Hospice - Sponsored by Homecare Homebase
11:00 – 11:30 AM
2:30 - 3:00 PM
Track A
Track B
Networking Break
2:00 – 2:30 PM
Capital+Strategy returns to Washington, DC on March 30 for its 5th year. Each year brings new challenges that leaders face and HHCN delivers new names and faces shaping the current and future investment landscape. With a balance of established industry firms and a mix of up-and-coming middle market and startup providers, Capital+Strategy brings these different views together for an event on investment, dealmaking and scaling up the businesses of home health, non-medical home care and hospice in one location. This includes investment discussions, trends in the deal making space, operational considerations, human capital strategy, changing payment models, technology platforms, data and more.
Why return:
- Hear from top leaders on what they're thinking is coming ahead - HHCN gets the best speakers and delivers the top content
- Get insights from new names in home health and home care that only our editorial teams can deliver in a live experience
- Incredible event location designed to provide efficiency in taking meetings and delivering a full day of content
- Find new relationships and connect with current clients coming together in a central location
- Concentrated one-day to get great content and face-to-face meetings.
- Hear the 2023 M&A environment and investment outlook from leading capital sources from across the country
Luke Rutledge
Homecare Homebase
Chief Commercial Officer
Location: JW Marriott Washington, DC - Pennsylvania Ave Terrace
Bronze Sponsors
After the Fall: Will Home Health and Hospice M&A Rebound in 2024? - Sponsored by The Braff Group
9:15 – 9:45 AM
Mark Kulik
Senior Managing Director
The Braff Group
April 10, 2023
Track A
Track A
Track B
Executive Perspectives on the SNF Operating and Dealmaking Landscape
Hear from top executives of skilled nursing providers about the operating environment and prospects for expansion and dealmaking. Gain insights into how operators are dealing with pressing challenges in staffing, adapting to new clinical and payment models, and pursuing and managing growth.
Track C
Hear from top executives of senior housing providers about their growth strategies and the prospects for dealmaking, including anticipated trends in pricing, availability of capital, and who’s buying and selling. And gain greater insights into the top operational challenges and areas of opportunity and innovation, as operator quality becomes an increasingly important differentiator in the marketplace.
C-Suite Perspectives on Senior Housing Dealmaking and Operations
G. Scott Herman
Founder & CEO
New Day Healthcare
Networking Break
10:20 – 11:00 AM
Track A
Track B
With regulatory uncertainty a constant, shifting payment dynamics that include Medicaid rebasing and managed care pressures, and persistent workforce challenges, hear from REIT and PE leaders about how they are evaluating the SNF market, where they see opportunities and what the best operators have in common.
Jonathan Slusher
Partner, Head of Sr. Housing & Healthcare
Northwind Group
Paying More than Lip-Service: What’s Broken in Senior Living Owner-Operator Alignment and How to Move Forward
Few topics have generated as much discussion in recent years as the need for greater owner-operator alignment in senior living — but talk is cheap, and achieving real change is hard. Hear from three solutions-focused leaders about what alignment really means and how to achieve it.
Track A
Track B
Senior Housing Finance Outlook: Managing Margin and Devising Strategies for a Dynamic Economy
Track A
Emerging Business Lines Shaping Home Health, Home Care Investment
Track B
Donna Silbert
Chief Strategy Officer
IParker Health Group
David Jackson
CEO & Founding Partner
Choice Health at Home
David Kerns
CEO
LTM Group
Over the last five years, the home care and home health industries have both changed. Thus, dealmaking has changed as well. Buyer expectations are not the same as they were in 2019. Every deal is different. But in this panel conversation, some of the most prolific acquirers in home-based care explain what they look for in M&A targets.
Not too long ago, hospice dominated health care dealmaking activity. That has changed, with fewer assets on the market meaning limited inventory and increased regulatory oversight scaring some buyers/investors away from the space. This panel will examine hospice M&A with perspectives from providers actively looking to scale.
Home-based care providers are faced with a decision on whether to diversify their business portfolios or stick with the core services that work. This panel will address the questions behind that decision, and allow leaders to discuss the home-based care service lines that will matter most for providers in the near- and long-term future.
As more care shifts away from brick-and-mortar settings – due to cost considerations and patient preferences – traditional home care models will become overwhelmed. To meet that demand, other home- and community-based models are in order. This panel will discuss which of those models are most promising, and why.
Top home-based care executives come together to discuss what their M&A strategies look like during a time when CMS is cutting fee-for-service rates and Medicare Advantage penetration is greater than ever.
Today, many providers view palliative care as a “loss leader” and “nice to have” service line. But many companies have been able to establish sustainable palliative care programs, with benefits being improved outcomes and lower health care costs for payer partners. This panel will explore the investment and partnership case for palliative moving forward.
The Investment/Partnership Case for Palliative Care
Allison Silvers
Chief of Healthcare Transformation
Center to Advance Palliative Care
Dr. Julia Frydman
Palliative Care Medical Director
Thyme Care
Stephen Phenneger
President & CFO
St. Croix Hospice
Sam Bechtold
Chief Investment Officer
Eduro Healthcare
Greg Puklicz, CMA
President
12 Oaks Senior Living
Track A
Track B
Track C
Jaron Clay
VP of Integrations
Care Advantage
Vikas Gupta
SVP of Acquisitions & Development
Omega Healthcare Investors
Andrea Bohannon
President & CEO
Three Oaks Hospice
Andrew Agins
Co-Founder & Partner
Evolve Senior Living
Mike Trigilio
CEO
HouseWorks
Charles Hastings
CFO
Juniper Communities
Jonathan Schatz
President
Coastwood
Luke James
President
Vitalcaring Group
Accommodations
Please click here to access our hotel block at JW Marriott Bonnet Creek
Cameron Cordts
Corporate Development Manager PurposeCare
Arlene Maxim
Senior Vice President of Clinical Services
Axxess
Tim Dunne
CEO
Claiborne Senior Living
Traci Taylor-Roberts
President
Sodalis Senior Living
Michael Beal
CEO
Care Initiatives
Paul Branin
VP of Business Development
Health Dimensions Group
Michael Bowden
VP of Investments
LTC Properties
Xan Smith
CFO
Goodwin Living
Anna Williams
CFO
Senior Star
Moishe Gubin
CEO
Strawberry Fields REIT
Nick Seabrook
Managing Principal
Simitree
Track A
Track B
No Panel
There have been significant shifts in the data trends for home health and hospice that have impacted the landscape of both markets. Using national claims and cost report data, this panel will dive into the data and provide insight into the root cause of the trends and provide predictions for the future.
Kenneth Hammond
Chief Investment Officer
Kaltroco
You likely know that home health and hospice M&A was down substantially in 2023. So, the question shining brightly is will it come back? But first, why did it fall off in the first place? Was it a referendum on buyers' interest in the space? If a rebound is in the offing, how long will it take? What could derail it? And what does the trendline look like regarding valuations?
April 9 - 11, 2025 • Orlando, FL
Interested in Sponsoring?
We provide sponsors an intimate setting to promote their brand and develop relationships with the industry’s movers and shakers.
