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From 10 epsHost
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Recent episodes
Quick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO Summit
May 21, 2026
13m 36s
Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence
May 5, 2026
13m 34s
Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams
Apr 8, 2026
17m 41s
Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?
Mar 25, 2026
12m 42s
Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
Mar 5, 2026
15m 15s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/21/26 | Quick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO Summit | 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. | 13m 36s | ||||||
| 5/5/26 | Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence | 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. | 13m 34s | ||||||
| 4/8/26 | Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams✨ | health systemsalternative revenue streams+1 | Dave Morlock | Cain Brothers’KeyBanc Capital Markets | — | financial predicamentinnovation+1 | — | 17m 41s | |
| 3/25/26 | Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?✨ | Longevity ClinicsWellness+2 | Joe Baggett | Cain Brothers’KeyBanc Capital Markets | — | Longevity marketconcierge approach+2 | — | 12m 42s | |
| 3/5/26 | Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare✨ | healthcareinnovation+1 | Todd Rudsenske | Cain Brothers’KeyBanc Capital Markets | US | Steve JobsTim Cook+3 | — | 15m 15s | |
| 2/12/26 | Quick Hits: A Year in Review and the Year Ahead✨ | healthcare marketscapital raising+3 | Dave Johnson | Cain BrothersJP Morgan Healthcare Conference+1 | — | JP Morgan Healthcare Conferenceyear in review+1 | — | 20m 24s | |
| 1/29/26 | The Future of AI in Healthcare: Insights from Leading Investors✨ | AI in healthcareinvesting+1 | Marina KusserowAsif Dhanani+1 | Cain Brothersa16z+4 | — | healthcare conferenceCain Brothers+1 | — | 51m 18s | |
| 12/10/25 | Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew✨ | U.S. healthcarecost reduction+2 | Michael Chernew | MedPACCain Brothers’ Private Company Healthcare Conference+3 | U.S. | preventiontransparency+2 | — | 51m 18s | |
| 11/18/25 | When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?✨ | healthcare fundingMedicare+3 | — | MedicareMedicaid+3 | U.S. | fiscal pressureshealthcare resources+2 | — | 38m 42s | |
| 9/30/25 | Quick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)✨ | Medicaidskilled nursing facilities+3 | Andy Goldberg | MedicaidCain Brothers’+1 | — | One Big Beautiful Billreimbursement rates+3 | — | 9m 50s | |
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| 8/5/25 | Quick Hits: Distribution Titans Enter Specialty Physician Practice Management Arena✨ | provider consolidationprivate equity+2 | Dave Johnson | Cain Brothers’KeyBanc Capital Markets | — | acquisitionliquidity+2 | — | 12m 11s | |
| 6/26/25 | The Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young Adults✨ | behavioral healthadolescents+2 | Erika Haanpaa | Cain Brothers’KeyBanc Capital Markets+2 | — | mental healthdevelopment+2 | — | 17m 29s | |
| 5/29/25 | Quick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic Surgery | Cain Brothers’ Vice President JP Mills talks about exciting technological advances in orthopedic surgery – including augmented reality, mixed reality, virtual reality and surgical robots – and the potential impact on health outcomes, healthcare costs, and access. Cain Brothers is a division of KeyBanc Capital Markets. | 12m 13s | ||||||
| 5/22/25 | Quick Hits: Now It’s Medicaid’s Turn | Big changes are clearly coming to Medicaid. Cain Brothers’ Managing Director Mike Elizondo discusses why Medicaid funding is so complex, how states might respond to funding cuts, and where investors should be looking for opportunities. Cain Brothers is a division of KeyBanc Capital Markets. | 11m 26s | ||||||
| 5/15/25 | Quick Hits: History Repeats Itself - No Margin, No Mission, Therefore Reality Drives Healthcare M&A | Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about the debate over the impact of for-profit enterprises on healthcare in the early 1990s – and why the same challenges, trends, and market needs are still in play today. Cain Brothers is a division of KeyBanc Capital Markets. | 11m 30s | ||||||
| 4/2/25 | Quick Hits: The Intersection Of Specialty Cancer Care And Private Equity Investment | Cain Brothers’ Managing Director Patrick Allen talks about the growing role of private equity in the $209 billion cancer care market. As treatments become increasing specialized, complex and costly, the need to coordinate specialty physicians and ancillary care services has created compelling opportunities for investment. Cain Brothers is a division of KeyBanc Capital Markets. | 12m 35s | ||||||
| 2/26/25 | Quick Hits: The Duals Opportunity | Cain Brothers’ Managing Director Stacy Guffanti talks about the challenges of delivering and administering care for the nation’s 12.8 million dual eligible beneficiaries and how new policy initiatives will increase market interest in Medicaid M&A and higher acuity programs. Cain Brothers is a division of KeyBanc Capital Markets. | 12m 30s | ||||||
| 2/19/25 | Quick Hits: The Rate of Hospital Consolidation in the US - Too Little, Too Slow. | Cain Brothers’ Managing Director David Cohen talks about the rate of hospital consolidation in the US and why hospital operates are unlikely to match the level of concentration of managed care organizations. Cain Brothers is a division of KeyBanc Capital Markets. | 11m 39s | ||||||
| 12/23/24 | Restoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025 | At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Managing Director Matt Margulies led a panel discussion with private equity leaders about a range of strategic issues including Medicare Advantage, value-based care, PBM and pharmacy market dynamics, opportunities in pediatric home health, and challenges with provider investments. Cain Brothers is a division of KeyBanc Capital Markets. | 52m 14s | ||||||
| 12/16/24 | Disruptive Healthcare Purchasing by Self-Insured Employers | At Cain Brothers’ Annual Private Company Healthcare Conference in New York, Dave Johnson, CEO of 4sight Health spoke with Donald Trigg, CEO of apree health and Glenn Tullman, CEO of Transcarent about the power of self-insured employers to transform the experience and cost of healthcare. Cain Brothers is a division of KeyBanc Capital Markets. | 58m 29s | ||||||
| 11/7/24 | Quick Hits: Back to the Future - Self-Directed Care in the U.S. | Cain Brothers’ Managing Director Matt Margulies talks about the emerging self-directed care market, and why it’s the fastest growing segment of the US home health care sector. Cain Brothers is a division of KeyBanc Capital Markets. | 12m 04s | ||||||
| 10/22/24 | What’s Happening to Medicare Advantage? A Panel Discussion | Between lawsuits, recalculated payments, and health plans leaving markets, Medicare Advantage has been in the news a lot recently. The Cain Brothers Managed Care team digs in on what’s happening, why, and how MA will likely evolve over next year and beyond. Cain Brothers is a division of KeyBanc Capital Markets. | 43m 49s | ||||||
| 9/5/24 | Health Systems, Private Equity, and the Government: It’s Complicated | Is PE the cause of or solution to all of healthcare’s problems? Managing Director and Head of Cain Brothers Wyatt Ritchie joins Dave for an adult conversation about PE’s role in healthcare transformation. Cain Brothers is a division of KeyBanc Capital Markets. | 25m 04s | ||||||
| 8/29/24 | Quick Hits: Opportunities in School-Based Healthcare Services in the United States | Cain Brothers’ Director Jenny Watson talks about the massive need for school-based healthcare services including dental care, primary care, and behavioral health. Cain Brothers is a division of KeyBanc Capital Markets. | 7m 06s | ||||||
| 8/22/24 | Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market | In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Carl Hardie about the outsourced medical manufacturing market’s “crazy ride”, how industry leaders are navigating a host of operating challenges, and why the sector is stronger than ever and continues to grow. Cain Brothers is a division of KeyBanc Capital Markets. | 8m 05s | ||||||
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