1:00 pm – 1:05 pm
Find out what you can expect to learn throughout the day from a variety of meeting topics and faculty backgrounds
Speaker: Richard L. Lindstrom, MD


1:05 pm – 1:20 pm
Discover what’s driving the present era of eyecare consolidation and hear an overview of all consolidation options
Speaker: John B. Pinto


1:20 pm – 1:50 pm
Private equity and eyecare: Why is investor interest high and should you consider offers
Moderator: Eric Major
Panelists: Shayan S. Masoudpour; Kevin Moore; Candace S. Simerson, FASOA, COE, CMPE

Discussion Topics:
  • What is private equity, what are the goals of investors and why are they interested in ophthalmology
  • Review of the most common transaction structures
  • What value do private equity firms bring to a practice
  • Considerations when evaluating private equity acquisition options: Shareholder dynamics, timing of exploring a deal and how to evaluate potential partners

1:50 pm – 2:15 pm
What is private equity and how does it work
Faculty: Brokerage and Private Equity Representatives


2:15 pm – 2:55 pm
What are the pros and cons of partnering with a private equity firm
Moderator: Richard L. Lindstrom, MD
Panelists: John P. Berdahl, MD; Eric D. Donnenfeld, MD; Noah Hopping; John A. Hovanesian, MD, FACS; Shareef Mahdavi; Jeffrey L. Martin, MD, FACS; Cynthia Matossian, MD, FACS; Michael B. Rivers, MD

Discussion Topics:
  • Myth busting the commonly held but wrong impressions of the private equity sector
  • Running down the potential pro list: Who will buy my practice; private equity valuations can be double MD-to-MD transactions; continue to practice medicine as you desire; potential relief from management duties
  • Running down the potential con list: Sharing authority and control; undue attempts to improve performance which may backfire; enterprise complexity rises sharply with scale, obliging both physician and lay leadership boosts

2:55 pm – 3:05 pm


3:05 pm – 3:45 pm
Understanding the players and the game: How the acquisition process works – Perspectives from consultants, brokers, investment bankers, physicians and administrators
Moderators: Eric D. Donnenfeld, MD
Panelists: Collin Hart, MBA; Justin Kuperberg; Richard L. Lindstrom, MD; Eric Major; Cynthia Matossian, MD, FACS; Chris Moore, MBA; John B. Pinto

Discussion Topics:
  • Understanding the different buyer types and their different motivations
  • Identifying and attracting potential buyers
  • The role of advisors, brokers and investment bankers vs. going it alone
  • Preparing you, your board and your practice for a successful transaction outcome
  • What to expect weeks and months after closing

3:45 pm – 4:10 pm
How does private equity fit in with your practice
Faculty: Brokerage and Private Equity Representatives


4:10 pm – 4:50 pm
How will partnering with private equity impact your practice and professional life during the first year
Moderator: Tracy J. Kenniff, MBA, OCS
Panelists: Clyde F. Bell, CPA; Eric D. Donnenfeld, MD; John A. Hovanesian, MD, FACS; Philip W. Isham, COE, OCS; Brett W. Katzen, MD, FACS; Justin Kuperberg; Cynthia Matossian, MD, FACS; John D. Sheppard, MD, MMSc, FACS; Candace S. Simerson, FASOA, COE, CMPE

Discussion Topics:
  • An administrator’s perspective on life after acquisition
  • How hands-off or hands-on are various private equity firms
  • Which business systems stay the same vs. change
  • Which business functions/decisions will be centralized vs. localized
  • Profit enhancement efforts: “steady as she goes” or “full steam ahead”
  • The acquired practice’s role in securing tuck-in deals

4:50 pm – 5:30 pm
Predicting how private equity and other forms of practice consolidation will impact eyecare stakeholders in the years ahead
Moderator: James V. Mazzo
Panelists: Jim Boylan; Christian A. Cuzick; Doug Fisher, MD; Chuck Hess; Matthias Metz, PhD; James C. Momtazee; Timothy Sands Thompson

Discussion Topics:
  • Impact on providers throughout all career stages: Early-career, mid-career and late-career
  • Impact on clinical innovation and industry
  • Intersects with a changing healthcare delivery system
  • A forecast of private equity market penetration and market share in the years ahead
  • How to forecast the winners vs. losers in the large field of private equity firms today

5:30 pm – 6:00 pm
The bigger picture: A macro perspective of the private equity impact on your business, the ophthalmic industry and the U.S. economy
Speaker: Guy Adami


6:00 pm – 7:00 pm
Enjoy cocktails and hors d'oeuvres as you casually mingle with faculty and colleagues; you may also use this time to meet privately with brokers or investment bankers
All Attendees and Faculty


Guy Adami is one of the original "Fast Money Five" on CNBC's Fast Money and Veteran Financial Services Leader. One of the most credible and captivating authorities on the economy today, he surveys the U.S. and global economic landscape and shares his expert, no-holds-barred assessment of how market trends will impact your business and industry both now and in the future. Guy is known as one of the most seasoned, trusted, and personable financial analysts in the field, his incisive breakdown of developing economic conditions gives organizations a competitive advantage in the marketplace.