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FORUM AGENDA
This unique industry event will help companies active in the self-insurance marketplace better understand common growth strategies made possible by corporate financial transactions (mergers, acquisitions, capitalizations, etc.), as well as highlight marketplace developments creating growth opportunities for well-positioned companies.
Monday, June 9
12:00 pm - 7:00 pm
Registration Open
Attendees have the choice of two participation opportunities
this afternoon:
2:00 pm - 5:00 pm
Curated Private Equity Connections (Invitation Only)
This time-period has been reserved for growth partner sponsors to meet privately with selected SIIA member companies (advanced growth stage) within a structured format. Please check out the “Curated Connections” section on the SIIA web site for participation details.
2:00 pm - 2:30 pm
The Venture Capital Landscape
The VC space is unfamiliar to many parties in the self-funded industry. Mr. Siedenfeld, chairman of the global technology, will introduce the SIIA audience to the marketplace and the key players within the ecosystem in this engaging introduction session.SPEAKER:
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Josh Siedenfeld
Partner
Cooley LLP
2:30 pm - 3:30 pm
Venture Capital Unfiltered
Four of the VC’s leading firms will discuss their point of view through the moderation of Josh Siedenfeld of the Cooley firm. From healthcare benefits to technology solutions, the panelist will provide SIIA members with valuable insights into a different means of investments and strategic partnerships.
MODERATOR:
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Josh Siedenfeld
Partner
Cooley LLP
SPEAKERS:
To Be Announced
4:00 pm - 5:00 pm
Venture Capital Lessons from the Eyes of SIIA Members
SIIA Member companies weigh in on their experiences related to the value and real-world experience of working with VC firms within their businesses. For companies considering VC partnership, this session should serve as both insightful and engaging to learn from actual lessons learned.
MODERATOR:
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Elliot Meena
Vice President
Ansley Capital Group
SPEAKERS:
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Charlie Byrge
SVP of Revenue
Tendo Inc.
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Ross Klosterman, MPH
Co-Founder and CEO
Helm Health
5:00 pm - 7:00 pm
Welcome Reception
Tuesday, June 10
7:00 am - 6:30 pm
Registration Open
7:00 am - 8:00 am
Networking Breakfast
8:00 am - 8:10 am
Welcome Remarks & Program Overview
SPEAKER:
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Mike Ferguson
President & CEO
Self-Insurance Institute of America
8:15 am - 9:15 am
Top Self-Insurance Industry Sectors Captivating Investor Interest
Investment interest in the self-insurance industry remains at an unprecedented level. But what are the specific industry segments that investors find most promising, and how do they assess these opportunities? We’ll explore these questions with a panel of leading industry experts who will share their insights and evaluation strategies. Join us for this engaging discussion as we delve into the most sought-after investment areas and the criteria driving investor decisions.
MODERATOR:
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Ernie Clevenger
President
MyHealthGuide, LLC
SPEAKERS:
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Greg Arms
Senior Advisor
OutcomeRx
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Amy Gasbarro
President
ELMCRx Solutions
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Gerardo Zampaglione
Founder & Chief Product Officer
Aegle Capital
9:15 am - 10:15 am
Enhancing Growth Through Emerging Risk-Bearing Strategies
As the self-insurance industry evolves, new opportunities for risk-bearing—such as value-based payments and innovative risk layers—are emerging. In this session, SIIA members and investors will delve into these cutting-edge risk-bearing strategies and their potential to enhance future growth. We will explore how companies, including captives, TPAs, and providers, etc. are strategically positioning themselves to manage risk and support their growth through these novel approaches. Join us to gain insights into these trends and their implications for the industry’s future.
MODERATOR:
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Trey Marinello
Managing Director
Houlihan Lokey
SPEAKERS:
Tawfiq Bajjali
President
ClearPoint Health
Ty Wang
Co-Founder and CEO
Angle Health
10:15 am - 10:45 am
Networking Break
10:45 am - 12:00 pm
Getting Brokers/Advisors Motivated to Help Fuel Your Growth
Following up on the session last year, this session will feature the primary distribution channel for self-funded business placement, providing valuable insights into what attracts top advisors to serve their self-funded clients. Our panel of experts will discuss their preferred partnerships, the selection process of vendors, and how they are utilizing new SIIA offerings to craft the most competitive plans for their group clients. Join us to explore how these industry leaders are shaping the future for their self-funded clients.
MODERATOR:
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Trey Hinson
Operating Partner
Ansley Capital Group
SPEAKERS:
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Scott Ogburn
Senior Vice President
ECM Solutions
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Kevin Seelman
Executive Vice President - Specialty Practices Leader
Lockton Companies
Additional Speakers To Be Announced
12:00 pm - 1:30 pm
Hosted Luncheon & Private Meeting Time
1:30 pm - 2:30 pm
Determining Risk vs. Reward in Technology Investments
In this session, SIIA companies will explore the impact vended and owned of technology on their growth strategy and overall valuation. Panelists will weigh the pros and cons of vending versus building or buying technology assets and share case studies on how tech integration has driven growth. Key topics will include interoperability, scalability, and under-investment (i.e., "tech debt") or obsolescence on growth, margin efficiency and total enterprise value.
MODERATOR:
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Mike Ferguson
President & CEO
Self-Insurance Institute of America
SPEAKERS:
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James Vertino
Chief Executive Officer
AVIZVA Inc.
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Gordon Maner
Partner
Frontline Healthcare Partners
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Steve Swad
Chief Executive Officer
Ideon
2:30 pm - 3:00 pm
Networking Break
3:00 pm - 4:00 pm
Financial Transaction Stories from the Real World
A panel of SIIA members will share their experiences with recently-completed financial transactions involving venture capital, private equity and/or strategic investors.
MODERATOR:
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Orlo "Spike" Dietrich
Operating Partner
Ansley Capital Group
SPEAKERS:
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Mark Combs
CEO/President
Self-Insured Reporting
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Matthew Kirk
President & CEO
The Benecon Group
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Robert Tierney
President
StarLine
4:00 pm - 5:00 pm
It’s all About the Multiples – 2025 Edition
One of the most popular sessions at previous Growth Forums has been a discussion about enterprise value multiples specific to companies in the self-insurance industry. We will take this opportunity to bring everyone current on the prevailing multiples across employer-sponsored healthcare by subcategory as well as recent relevant transactions from both the Private Equity space as well as the Venture Capital markets.
SPEAKER:
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Trey Marinello
Managing Director
Houlihan Lokey
