Frequently Asked Questions

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 ticket to the event 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 the deposit, no exceptions.

Get Tickets

Where is the 2024 event located?
INVEST will be held at the JW Marriott Dallas Arts District, 
800 N Harwood St, Dallas, TX 75201.

What is Executive Connect?
Qualified providers can get a complimentary ticket to the event through our new Executive Connect program. A qualified home health or home care provider has a VP or higher title, your organization has $5 million or more in revenue annually, and you are willing to take up to four 15-minute meetings with our sponsors at the event, arranged by BHB. 

A $500 deposit is required to register for Executive Connect. $500 refundable, non-transferable ticket to attend and participate ONLY IF you attend the event AND participate with 4 verified meetings in our Executive Connect meetings during the event. No refunds permitted on this program if you are unable to attend or need to cancel your attendance for any reason. No exceptions.

What is the Audio Recording ticket option?
An audio recordings ticket provides access to audio recordings from the in-person event. Audio recordings will be provided within 48 hours after the in-person event.

What does my ticket include?
A ticket includes access to all sessions, breakfast, refreshments, lunch, coat / bag check, and a networking reception.

Are you offering hotel accommodations?                                                                                                                                                                          
Please check back for hotel block information.

What is the refund policy?
For all tickets, no refunds are available after September 1, 2024. No exceptions.


Are there kosher meals or other dietary options at the event? 
Yes, please indicate dietary needs in the registration process when purchasing your ticket. BHB may not have the ability to provide such options at off-site meetings such as the networking reception.


My company or organization owns or is an active investor in a provider. Which ticket type can I purchase?
A: 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.


Have upcoming event dates been announced?
Click here
 to see all upcoming  BHB Events.

How do I contact the organizer?
Email us at [email protected].


Event Details

Hours
October 7 – 4:30 - 6:30 pm CT
October 8 – 9:00 am – 6:00 pm CT
October 9 – 9:00 am – 12:00 pm CT

Location
JW Marriott Dallas Arts District, 800 N Harwood St., Dallas, TX 75201

Who Attends
Behavioral health owners, operators, investors, and more.

The INVEST Conference brings together owners, operators, and investors of behavioral health practices for a day of networking and dealmaking. Hear from leading executives and industry experts shaping the field of investments, mergers and acquisitions, operations, and more.

Topics include:

  • C-suite outlook for 2023 and beyond
  • Real estate investments
  • Merger and acquisition trends
  • Investments in treatment centers, mental health, substance use
  • And more...

October 7 - 9, 2024  Dallas, TX

© Behavioral Health News 2022

Ticket Prices
Vendor: $1500
Provider: $900

2024 Conference Agenda Coming Soon

Networking Reception, Sponsored By

Opening Remarks

Behavioral Health M&A: Down But Not Out - Sponsored by The Braff Group

Location: Track A Theater

Networking Break

Behavioral Health C-Suite Outlook for 2024 and Beyond

Location: Track A Theater

Outpatient Mental Health Trends and Investment Outlook

Autism Treatment Trends and Investment Outlook

Lunch & Networking 

Track A - 2nd Floor

Track B - 7th Floor 

Track C - 10th Floor

Outpatient Addiction Treatment Trends and Investment Outlook

Breakout Sessions

4:30 – 6:30 PM

9:00 - 9:10 AM

9:15 - 9:45 AM

10:30 - 11:00 AM

9:50-10:30 AM

11:00 - 11:30 AM

12:00 - 1:00 PM

Networking Break

2:10 - 3:00 PM

christopher brengard ceo mindpath

Dexter Braff
President
The Braff Group

Stuart Irby
Investment Banker
Stephens

TICKETS

Interested in Sponsoring?

We provide sponsors an intimate setting to promote their brand and develop relationships with industry movers and shakers.


Become A SponsorBuy TicketsLearn More About Executive Connect

Past Attendees

Here's a sample of last year's INVEST attendees:

Companies
Autism Behavioral Institute
Blue Cross Blue Shield of Kansas City
Center for Autism & Related Disorders
Eleanor Health

Foresight Mental Health
Groups Recover Together

Kindred Healthcare
Matrix Capital Markets Group
Recovery Centers of America
Symetria Health 
Shore Capital
Vertava Health

Titles
Attorney
CEO
Chief Operating Officer
Chief Strategy Officer
Head of Healthcare Investment Banking
Director of Behavioral Health Initiatives
Director, Clinical Solutions Management
Medical Director of Behavioral Health & Quality
Vice President of Finance, Behavioral Health Services
Vice President of Growth & Development
Vice President, Sales & Marketing
VP Behavioral Health and Business Development

Navigating the Changing Tides of Behavioral Healthcare: Opportunities & Trends to Pursue - Sponsored by WellSky

Reinvent Your Revenue Model – Strategies to Increase EBITDA Without Requiring More Admissions - Sponsored by FinPay

Legal & Regulatory Trends for Investing in Behavioral Health

Breakout Sessions

11:30 AM - 12:00 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Bragg Hemme
Shareholder
Polsinelli

Stuart Irby
Investment Banker
Stephens

Track D

mark lamb cio caretrust

Christopher Wolfington
Founder & Chief Revenue and Strategy Officer
FinPay

mark lamb cio caretrust

Marketing for Growth and Expansion - Sponsored By Circle Social

October 10, 2023

Investing in Mental Health-Primary Care Integration

Staffing Strategies: How ABA Providers Are Investing in Their Workforce to Accelerate Growth

Inpatient, Residential Addiction Treatment Trends and Investment Outlook

Breakout Sessions

1:00 - 1:30 PM

Pete Tedesco
Managing Director
Avesi Partners

Track D

Spencer Hutchins
CEO
Concert Health

Inside the Deal: The Emerging Trends, Challenges Shaping Behavioral Health Transactions - Sponsored By Mertz Taggart

Behavioral Health Marketing Outlook 2024 - Sponsored By Dreamscape

Breakout Sessions

1:35 - 2:05 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Dan Gemp
President
Dreamscape Marketing

Track D

mark lamb cio caretrust

Quality of Care — What it is, How to Measure it, and How it's Impacting the Bottom Line - Sponsored by Blueprint

Balancing Growth & Risk: HIPAA-Compliant Marketing Solutions - Sponsored by Cardinal Digital Marketing

Balancing Growth & Risk: HIPAA-Compliant Marketing Solutions - Sponsored by Cardinal Digital Marketing

Breakout Sessions

3:00 - 3:30 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Bragg Hemme
Shareholder
Polsinelli

Alex Membrillo
CEO
Cardinal Digital Marketing

Track D

mark lamb cio caretrust

Danny Freed 
CEO
Blueprint

mark lamb cio caretrust

Inside a Successful Behavioral Health Acquisition  Brought to you by MindCare

Stuart Irby
Investment Banker
Stephens

mark lamb cio caretrust

Networking Reception, Sponsored By

4:30 - 6:30 PM

Breakfast & Networking

8:00 - 9:00 AM

October 12, 2023

Investment Overview: Betting Big on Behavioral Health

Location: Track A Theater

9:20 - 10:00 AM

Christian Chauvet
Partner
Lee Equity

The Future is Now: Using AI & NLP to Tackle Clinician Burnout, Improve Patient Care, & Support Payer Audits- Sponsored by  Kipu

Behavioral M&A Growth Models & Capital Partnerships

Breakout Sessions

10:30 - 11:00 AM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Stuart Irby
Investment Banker
Stephens

Track D

Ben Dittman
SVP, Partnerships
Kipu

mark lamb cio caretrust

Inside a Successful Behavioral Health Acquisition  Brought to you by MindCare

Stuart Irby
Investment Banker
Stephens

mark lamb cio caretrust

Networking Break

10:00 - 10:30 AM

A Market in Flux: Where Digital Behavioral Health Goes From Here

Serious Mental Illness Trends and Investment Outlook

Breakout Sessions

11:00 - 11:30 AM

Erin Boyd
Chief Growth Officer, Enterprise  
Talkspace

In-Home Behavioral Health Models

Brian Holzer
CEO
Aware Recovery Care

Navigating the Changing Tides of Behavioral Healthcare: Opportunities & Trends to Pursue - Sponsored by WellSky

Session TBD

Track B

Track C

The Future of Precision Psychiatry and The Role of Integrative and Functional Medicine - Sponsored by Psychiatry Redefined

Breakout Sessions

11:30 AM - 12:00 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

James Greenblatt, MD 
Founder & CMO
Psychiatry Redefined

Bobby Guy
Shareholder
Polsinelli

Track D

mark lamb cio caretrust

Carrie O'Connell
VP, Clinical Strategy
WellSky

mark lamb cio caretrust

Inside a Successful Behavioral Health Acquisition  Brought to you by MindCare

Stuart Irby
Investment Banker
Stephens

mark lamb cio caretrust

Steve Priest
CEO
Spero Health

Harris Hyman IV
Managing Partner
Northwood Healthcare Partners

Corbin Petro
Founder, Board Member & Advisor
Eleanor Health

Leah Pitzenberger
SVP of People and Culture
Acorn Health

Danish Qureshi
President and COO
LifeStance Health

Amy Christensen
Partner & Co Head of Healthcare
The Vistria Group

April Steward
VP of Access & Innovation
24 Hour Home Care

Naomi Allen
CEO
Brightline

John Minahan
CEO
Mindful Health Solutions

Aaron DeGagne
Emerging Technology Anaylst
Pitchbook

IDD Trends and Investment Outlook

MAT Trends and Investment Outlook

Breakout Sessions

3:30 - 4:00 PM

Bragg Hemme
Shareholder
Polsinelli

Stuart Irby
Investment Banker
Stephens

Track D

Behavioral Health Urgent Care Models

Investing in Youth Mental Health and Addiction Treatment Models

Peter Loeb
CEO
LionRock Recovery

Andrew Mark
Chief Growth Officer
Crossroads Treatment Center

Chris Bove
CEO
CleanSlate Centers

Tyler Moore
CEO
Apara Autism Centers

Diane Daych
Managing Partner and Co-Founder
Granite Growth Health Partners

Sentari Minor
VP of Strategy and Chief of Staff
evolvedMD

Dr. Ben Robbins
General Partner
GV

Geoffrey Boyce
Founder
Array Behavioral Health

Craig Sager
Director
Provident Health care Partners

Inside GV (Google Ventures)’ Approach to Behavioral Health Investing

David McIntosh
CEO
Hopebridge

John Peloquin
President and CEO
Discovery Behavioral Health

Stacy DiStefano
CEO
Consulting for Human Services

Brian Wheelan
CEO
Transformation care Network

Scott Zeller
VP of Acute Psychiatry
Vituity

Karen E. Johnson
SVP, Chief Clinical Officer
UHS

Shiv Bhavnani
Senior Associate
Two Bridge

Matthew Pettit
Founding Partner
Seven Hills Capital

Rob Marsh
CEO
360 Behavioral Health 

Andrew Bertagnolli
National Director of Health Services
One Medical

Dan Davidson
President
Galen Mental Health

Andrew Carfang
Principal
Webster Equity Partners

Colin Leclair
CEO
Connections Health Solutions

Michelle Mainez
COO
Redwood Family Care Network

Keith H. Farrow
Managing Director
Nautic Partners

Michael Wert
Managing Director Longitude Capital

Peggy Gemperline
VP Detox, Residential, Ambulatory & Psychiatric Services
Pinnacle Treatment Centers

Sarah Deutchman
Executive Vice President of Operations
Pyramid Healthcare

In this session, panelists will discuss marketing strategy, channel tactics, capital allocation, and data driven decision-making to drive growth and success for behavioral health providers.

Brent Turner
CEO
Summit BHC

Lance Folske
CEO
Pure Mixed Strategy, LLC.

Nick Jaworski
CEO
Circle Social

Peter Barbuto
VP of Business Development
Recovery Centers For America

Tani Weiner
Co-Chair, Behavioral Health Law Group
Polsinelli

View Attendee List

Program Concludes

12:00 PM

Bragg Hemme
Cochair, Behavioral Health Law Group
Polsinelli

Paul Gomez
 Cochair, Behavioral Health Law Group
Polsinelli

Vasanta Pundarika
Head of Healthcare Investment Banking Group
Matrix Capital Markets Group

It was all going so well. Unprecedented demand. Record deal flow. Premium valuations. But then inflation. Rising interest rates. Staffing shortages.  And now buyers are as skittish as cats on the Fourth of July. In this session, we take stock of the current behavioral health mergers and acquisitions environment, and perhaps more importantly, discuss ways both buyers and sellers alike can take advantage of this temporary slowdown.

Breakfast & Networking

8:00 – 9:00 AM

October 11, 2023

Location: Venue Six10, 10th Floor

Future Leaders Presentation

9:00 - 9:15 AM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Simon Tankel
CEO
Heading Health

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Michael Castanon
CEO
Alter Health Group

Rich Briddock
SVP, Strategy & Analytics
Cardinal Digital Marketing

mark lamb cio caretrust
mark lamb cio caretrust

Mariela Podolski
Child & Adolescent Psychiatrist

4:00 - 4:30 PM

Bragg Hemme
Shareholder
Polsinelli

Stuart Irby
Investment Banker
Stephens

Track D

mark lamb cio caretrust
mark lamb cio caretrust

Kevin Taggart
Managing Partner
Mertz Taggart

Christal L. Contini
Chair, Mergers & Acquisitions
McDonald Hopkins LLC

mark lamb cio caretrust

Nick Stavros
CEO
Community Medical Services

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Scott Kremeier
Managing Director
Piper Sandler & Co.

Behavioral Health Joint Venture Strategy

Richard Kresch M. D.
CEO & Founder
US HealthVest

Isa Diaz
SVP of Strategic Affairs
Acadia

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Dr. James Stephen
Chief Medical Officer
Crossroads Treatment Centers

Track A - 2nd Floor

Track A - 2nd Floor

Track A - 2nd Floor

Track A - 2nd Floor

Track A- 2nd Floor

Track A- 2nd Floor

Track A- 2nd Floor

Track A- 2nd Floor

Track A- 2nd Floor

Track B - 7th Floor 

Track B - 7th Floor 

Track B - 7th Floor 

Track B - 7th Floor 

Track B- 7th Floor 

Track B- 7th Floor 

Track B- 7th Floor 

Track D - 7th Floor

Track C - 10th Floor

Track C - 10th Floor

Track C - 10th Floor

Track C - 10th Floor

Track C - 10th Floor

Track C - 10th Floor

Double-

The behavioral healthcare market continues to mature, and your organization’s success is directly tied to how well you understand and react to the trends and resulting opportunities to succeed. Understanding the major payment streams, how your organization and the government works with them, and what trends lay on the horizon in the behavioral healthcare market is vital to ensuring your organization’s success.

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Track C - 10th Floor

In this session, panelists will discuss marketing strategy, channel tactics, capital allocation, and data driven decision-making to drive growth and success for behavioral health providers.

Join BHB and Dreamscape President Dan Gemp as they discuss the results of the 2023 Behavioral Health Marketers' Survey, including the 4 pillar challenges facing behavioral health marketing heading into 2024. Drawing on the nearly two decades of addiction treatment digital marketing experience that has driven over $3 billion in admissions revenue, Dan will share with operators and marketers the path to organizational growth by addressing the changing landscape of marketing tools, how to stand out in a competitive environment, marketing to a modern audience, and how to effectively allocate budget for maximum ROI. 

Natalie Schneider
Founder & CEO
Fort Health

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Andrew Sfreddo
Sr. Director, Head of Behavioral Healthcare
Blueprint CRE

Double-

The modern healthcare landscape is riddled with challenges, from the increasing rates of clinician burnout to the complexities of payer audits. Such challenges not only threaten the well-being of healthcare professionals but also risk compromising patient care quality. However, amidst these challenges lies an opportunity for technological transformation. This session, featuring representatives from Kipu Health and Eleos, delves into the groundbreaking potential of Artificial Intelligence (AI) and Natural Language Processing (NLP) as solutions.click to edit this text

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Amanda Rankin
COO
Trilogy