Sponsors
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.
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?
Our hotel block is accepting reservations from October 7 - 9, 2024. Click here to book at the JW Marriott Dallas Arts District
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?
Please indicate if you would like a Kosher lunch in the registration process when purchasing your ticket. BHB may not have the ability to accommodate all dietary restrictions or 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 upcoming BHB Events.
How do I contact the organizer?
Email us at [email protected].
Event Details
Hours
October 7 – 5:00 - 7:00 pm CT
October 8 – 9:00 am – 6:00 pm CT
October 9 – 9:00 am – 12:00 pm CT
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:
October 7 - 9, 2024 • Dallas, TX
© Behavioral Health News 2022
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
Dexter Braff
President
The Braff Group
Stuart Irby
Investment Banker
Stephens
GOLD SPONSORS
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
SILVER SPONSORS
BRONZE SPONSORS
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
Bragg Hemme
Shareholder
Polsinelli
Stuart Irby
Investment Banker
Stephens
Track D
Christopher Wolfington
Founder & Chief Revenue and Strategy Officer
FinPay
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
Dan Gemp
President
Dreamscape Marketing
Track D
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
Bragg Hemme
Shareholder
Polsinelli
Alex Membrillo
CEO
Cardinal Digital Marketing
Track D
Danny Freed
CEO
Blueprint
Inside a Successful Behavioral Health Acquisition Brought to you by MindCare
Stuart Irby
Investment Banker
Stephens
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
Stuart Irby
Investment Banker
Stephens
Track D
Ben Dittman
SVP, Partnerships
Kipu
Inside a Successful Behavioral Health Acquisition Brought to you by MindCare
Stuart Irby
Investment Banker
Stephens
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
James Greenblatt, MD
Founder & CMO
Psychiatry Redefined
Bobby Guy
Shareholder
Polsinelli
Track D
Carrie O'Connell
VP, Clinical Strategy
WellSky
Inside a Successful Behavioral Health Acquisition Brought to you by MindCare
Stuart Irby
Investment Banker
Stephens
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
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
Simon Tankel
CEO
Heading Health
Michael Castanon
CEO
Alter Health Group
Rich Briddock
SVP, Strategy & Analytics
Cardinal Digital Marketing
Mariela Podolski
Child & Adolescent Psychiatrist
4:00 - 4:30 PM
Bragg Hemme
Shareholder
Polsinelli
Stuart Irby
Investment Banker
Stephens
Track D
Kevin Taggart
Managing Partner
Mertz Taggart
Christal L. Contini
Chair, Mergers & Acquisitions
McDonald Hopkins LLC
Nick Stavros
CEO
Community Medical Services
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
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
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
Amanda Rankin
COO
Trilogy
