Frequently Asked Questions

Executive Connect

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 and recordings, refreshments, lunch, 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
Please book by September 16th, 2024 to secure your room at the discounted rate. 

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 contact us at [email protected]

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

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 2024

2024 Conference Schedule

Networking Reception, Sponsored By

Behavioral Health M&A: Are We Starting to See a Crack in the Ice? - Sponsored by The Braff Group

Networking Break

Investing in Innovation: Behavioral Health C-Suite Outlook

Scaling Fast: Outpatient Mental Health Trends and Investment Outlook

Branching Out: Diversification Strategies for Autism Treatment Providers

Lunch & Networking 

Track A

Track B

Track C

SUD Treatment Trends and Investment Outlook

Breakout Sessions

5:00 – 7:00 PM

9:15 - 9:45 AM

10:15 - 11:00 AM

9:45-10:15 AM

11:00 - 11:30 AM

12:05 - 1:15 PM

Networking Break

2:20 - 3:00 PM

christopher brengard ceo mindpath

Dexter Braff
President
The Braff Group

Dr. Tom Britton
CEO
Accanto Health

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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

Panel Coming Soon - Sponsored by Netsmart

Panel Coming Soon

The Impact of Artificial Intelligence & Predictive Analytics on Organizational Outcomes - Sponsored by Care Predictor

Breakout Sessions

11:35 AM - 12:05 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Michael Castanon
CEO
Care Predictor

Stuart Irby
Investment Banker
Stephens

Track D

mark lamb cio caretrust

Christopher Wolfington
Founder & Chief Revenue and Strategy Officer
FinPay

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Panel Coming Soon

October 7, 2024

Best of Both Worlds: The Business Case for PHP, IOP Expansion

A Maturing Market: Autism Treatment Trends and Investment Outlook

Top Challenges, Opportunities for Addiction Treatment Center Operators

Breakout Sessions

1:15 - 1:45 PM

Masroor Ahmed  
CEO
Symetria Recovery

Track D

Britt Freiden
SVP of Strategy Lightfully

Beyond the Numbers: Critical (But Often Overlooked) Considerations in Any Behavioral Health Transaction - Sponsored by Mertz Taggart

Panel - Sponsored by Sunwave

Breakout Sessions

1:50 - 2:20 PM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Dan Gemp
President
Dreamscape Marketing

Track D

mark lamb cio caretrust

Panel - Sponsored by Dreamscape

Panel  - Sponsored by Kipu

Panel Coming Soon

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

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Exploring the Behavioral Health JV Landscape

Stuart Irby
Investment Banker
Stephens

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Networking Reception, Sponsored By

4:30 - 6:30 PM

October 9, 2024

Tal Lefler 
Managing Director, 
Corporate Finance
Capital One Healthcare

Best Practices for Buying or Selling a Behavioral Health Company - Sponsored by DLA Piper

Panel Coming Soon

Breakout Sessions

10:00 - 10:30 AM

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Stuart Irby
Investment Banker
Stephens

Track D

Ben Dittman
SVP, Partnerships
Kipu

mark lamb cio caretrust

Investing in and Scaling Youth Behavioral Health Models

Jose Guerola 
Principal
Echo Health Ventures

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Networking Break

9:30 - 10:00 AM

Overlooked Areas for Behavioral Health Investment

Investment Opportunities in School-Based Autism Therapy

Breakout Sessions

10:35 - 11:05 AM

Ben Ross
Director, Growth and Partnerships 
Seven Hills Capital

Addressing Mental Health, SUD Disparities Through Investment and Collaboration

Tamir Aldad
Founder and CEO 
Mindful Care

Panel Coming Soon

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

James Greenblatt, MD 
Founder & CMO
Psychiatry Redefined

Bobby Guy
Shareholder
Polsinelli

mark lamb cio caretrust

Carrie O'Connell
VP, Clinical Strategy
WellSky

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Jonathan Merber 
Principal 
LightBay Capital

Anthony DeSena 
CEO and Co-Founder
PAX Health

Christian Chauvet
Partner 
Lee Equity

Chris Male
 Co-Founder & Managing Partner
Autism Impact Fund

Stuart Archer 
CEO
Oceans Healthcare

Dr. Chris Dennis
CMO

Pinnacle Treatment Centers 

Steven Gold
Executive Partner 
Lindsay Goldberg and F3 Partners

Austen Weatherly  
SVP of Business Development 
Beacon Behavioral Partners

Hafeezah Muhammad
CEO
Backpack Healthcare

Fireside Chat: Center for Autism and Related Disorders (CARD)

The Value of Integrated SUD Models

Breakout Sessions

3:35 - 4:05 PM

Bragg Hemme
Shareholder
Polsinelli

Stuart Irby
Investment Banker
Stephens

Track D

Panel - Sponsored by Nirvana

After the Boom: The New Digital Behavioral Health Landscape

Lee Dilworth
Founder and CEO 
ReVIDA Recovery Centers

Nick Stavros
CEO
Community Medical Services

William Teague
 Managing Director VMG Health

Patrick Maynard 
President and CEO
I Am Boundless

Rob Marsh
CEO
Bradford Health Services

Derek Bullard 
CEO
Already Autism Health

Dr. Ben Robbins
General Partner
GV

Blake Serpa
Founder and CEO
BasePoint Health Management

Jenni Lohse 
Chief Legal and Administrative Officer
Aware Recovery Care

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

Dr. Monika Roots 
Co-Founder, President and Chief Medical Officer
Bend Health

Frank Webster, MD 
Chief Medical Officer, Behavioral Health 
Health Care Service Corporation (HCSC)

Wendy Oliver-Pyatt 
Founder and CMO

Galen Hope and Within Health

Scott Zeller
VP of Acute Psychiatry
Vituity

Leonard Caltabiano 
CEO
Family of Kidz

Arpan Parikh
Chief Clinical Officer
SOL Mental Health

Ellen Herlacher 
Partner
LRVHealth

Andrew Cruz
Founder and Chief Medical Officer Guidelight

Doreen Granpeesheh 
Founder and CEO
 Center for Autism and Related Disorders (CARD)

Sean Bell
General Manager, New Ventures
Spring Health

Colin Leclair
CEO
Connections Health Solutions

Michael Tierney 
Managing Director
Fifth Third Securities

Tim Bubnack  
Managing Partner
HCAP Partners

Abhilash Patel 
President
Within Health

Josh Scott
CEO
Guardian Recovery

Amanda Verrastro 
Chief Compliance Officer
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.

Eric Frieman
Co-Founder and CEO Forge Health

Lance Folske
CEO
Pure Mixed Strategy, LLC.

Nick Jaworski
CEO
Circle Social

Peter Barbuto
VP of Business Development
Recovery Centers For America

Todd Rudsenske
Partner
Webster Equity Partners

Attendee List

Ben Dittman
SVP Partnerships
Kipu Health

Samuel MacMaster, PhD
Co-Founder, Advisory Board Chair

National Institute for Behavioral Health

Chris Dooney 
VP, Finance & Development
BrentCare Behavioral Health

Despite a poor start across health care services M&A and the Fed’s inaction (as of this writing) in lowering interest rates, has the pressure to deploy capital, a zero percent month over month increase in the consumer price index, and a quietly improving credit market finally converged to crack the ice that has chilled the market for two plus years?  In this session, we will examine the current state of behavioral health M&A and why you don’t have to be a cock-eyed optimist to believe that a few blades of grass are breaking through our winter of our discontent.

Opening Remarks

9:00 - 9:15 AM

October 8, 2024

9:00 - 9:30 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

Sam Himelstein
Co-Founder and CEO
 Family Spring

Kevin Taggart 
Managing Partner
Mertz Taggart

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Joshua Rosenthal, PsyD
Founder and CEO 
Manhattan Psychology Group

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

Scott Kremeier
Managing Director
Piper Sandler & Co.

Understanding the Eating Disorder Treatment Market

Haywood Miller
Managing Director
BRG

Matt Morgan 
CEO
Blended Health Services

Talya Nevo-Hacohen, CIO, Sabra Healthcare REIT

 Arpan Parikh
Chief Clinical Officer 
SOL Mental Health

Track A

Track A

Track A

Track A

Track A

Track A- 2nd Floor

Track A

Track A

Track B

Track B

Track B

Track B

Track B 

Track B

Track B

Track D

Track C

Track C

Track C

Track C

Track C

Track C

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 

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. 

Shelah Adams 
Associate VP, Corporate Development
Universal Health Services

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

Panel Coming Soon

Top Regulatory, Compliance Developments Impacting Behavioral Health Dealmaking

Panel Coming Soon

Capital Conversation: Finding Opportunities in Health Care’s Hottest Market

Panel Coming Soon

Track D

Ticket Prices
Non-Profit: $1500
Provider: $1800
Vendor: $2200

This panel discussion will focus on how to best prep your behavioral health business to optimize valuation and certainty of closing while also addressing the key pitfalls that every investor should consider before closing on an acquisition.

Roy M. Serpa
Chairman of the board
T&R Recovery Group

Darren Patz, Esq. 
Partner, Government Affairs and Public Policy
DLA Piper LLP

Erin Boyd 
Chief Growth Officer Talkspace

Interested in Sponsoring?

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


Become A Sponsor

Chad Koller
Divisional VP, SUD, Behavioral Health Division, 
Universal Health Services

Stacy DiStefano 
CEO
Consulting for Human Services

Madison Williams 
President
Thrive Autism Services 

mark lamb cio caretrust

Robert Krayn 
CEO and Co-Founder Talkiatry 

This discussion will delve into the often overlooked realities that behavioral health owners face when building their businesses – and those that come after they’re sold. Panelists will focus on shifting roles, responsibilities and motivations. They’ll also share their personal experiences on growing a behavioral health company from the ground up, transitioning to new opportunities, working with new teams post-sale, and adjusting to changes in decision-making and operations.