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March 9-11, 2016 | Omni Dallas Hotel | Dallas, Texas

SHOCK TO THE SYSTEM:
Survive and Thrive in a Rapidly
Changing Seniors Health Care Model

FINAL PROGRAM National Investment Center
for Seniors Housing & Care

TABLE OF CONTENTS

Schedule at-a-Glance......................................................................2
Educational Program.......................................................................4
Sessions at-a-Glance.......................................................................4
Important Places to Know...............................................................6
Attendee Resources and Services...................................................9
General Information from A to Z...................................................14
Daily Program Schedule…Wednesday..........................................16
Daily Program Schedule…Thursday..............................................22
Daily Program Schedule…Friday...................................................36
2016 NIC Spring Investment Forum
Planning Committee......................................................................46

WELCOME

It’s an honor to welcome you to the 2016 NIC Spring Investment
Forum. As our industry continues to progress at a particularly
rapid pace, it is now more crucial than ever to create business
and growth strategies that set up your organization for success
today and in the future. We are excited to connect with many of
you over the next three days, as we network and explore strategic
capital and business options.

If you’re seeking capital, be sure to attend Capital Connections
on Wednesday. Launched in 2015, Capital Connections has
been revised with a more informal, conversational format to help
facilitate meaningful discussions between capital seekers and
select capital providers on various financing options available to
address specific capital requirements.

In addition to networking, the Forum’s education sessions will
address a wide range of issues—from the market’s challenge to
absorb the growing number of new units coming online to the
impact of the rapidly evolving health care payment and delivery
model for seniors. This year’s highlights include:

• D an Mendelson’s keynote on how the changing health care
reimbursement and delivery model and access to data are
driving changes in all aspects of seniors housing and care

• R ichard Fisher’s discussion of what’s happening in the economy
and what changes could mean for the availability and cost of
capital

• V olunteer leaders of the industry’s major trade groups—
Argentum, AHCA, ASHA, and LeadingAge—speaking to what
they are doing within their own companies and their associations
to prepare for the changes being driven both by a new and
more demanding consumer and by the new health care delivery
model for seniors

We encourage you to take advantage of the Forum’s offerings to
help you provide outstanding seniors housing and care now and
in the future. Thanks for joining us. Have a great Forum!

2016 NIC Spring Investment Forum
Planning Committee Chairpersons

Doug Korey Kenneth Segarnick Thomas Stanley James C. Thompson
Senior Vice Chief Corporate Founder & Senior Director,
President, Officer, Brandywine Principal, Synovus Bank
Business Senior Living Cascade Living
Development, Group
LTC Properties,
Inc.

#NICForum16 | 1

SCHEDULE AT-A-GLANCE

WEDNESDAY, MARCH 9, 2016

9:00 AM – 7:30 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

10:00 AM – 6:00 PM Relaxation Station, Headshot Lounge,
Specialty Coffee Bar

1:00 PM – 3:00 PM Capital Connections
3:00 PM – 3:30 PM Networking Break
3:30 PM – 5:00 PM Concurrent Sessions
5:00 PM – 6:00 PM First-Time Attendee Mixer

(Invitation only)
6:00 PM – 7:30 PM Welcome Reception
7:00 PM – 10:00 PM Evening Car Service

THURSDAY, MARCH 10, 2016

7:00 AM – 7:00 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

7:00 AM – 9:00 AM Continental Breakfast
7:00 AM – 5:00 PM Relaxation Station, Headshot Lounge,

Specialty Coffee Bar
8:00 AM – 9:30 AM Opening General Session

with Dan Mendelson
9:30 AM – 10:00 AM Networking Break
10:00 AM – 11:15 AM Concurrent Sessions
11:30 AM – 12:30 PM Concurrent Sessions
12:30 PM – 1:45 PM Conference Luncheon

with Richard W. Fisher
2:00 PM – 3:15 PM Concurrent Sessions
3:15 PM – 3:45 PM Networking Break
3:45 PM – 5:00 PM Concurrent Sessions
5:15 PM – 6:45 PM Networking Reception
6:15 PM – 9:15 PM Evening Car Service

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SCHEDULE AT-A-GLANCE

FRIDAY, MARCH 11, 2016

7:00 AM – 12:00 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

7:00 AM – 11:00 AM Relaxation Station, Headshot Lounge,
Specialty Coffee Bar

7:00 AM – 9:00 AM Continental Breakfast
8:45 AM – 10:00 AM Concurrent Sessions
10:00 AM – 10:30 AM Networking Break
10:30 AM – 11:45 AM Closing General Session

Wireless Internet Access

During the conference, enjoy
complimentary wireless internet
throughout the NIC conference
space.
Network: NICFORUM16
Password: VENTASREIT

#NICForum16 | 3

SESSIONS AT-A-GLANCE

Educational Program

This year’s program offers insightful, relevant, and engaging
content that is designed for providers in the private pay seniors
housing and post-acute/long term care sectors. Twenty
educational sessions feature industry experts who will address
key issues and provide you the opportunity to gain and share
emerging knowledge on the sector.

WEDNESDAY, MARCH 9, 2016

1:00 PM – 3:00 PM Capital Connections

3:30 PM – 5:00 PM Concurrent Sessions

•An Update on Seniors Housing

Development & Construction

• P articipating in a Care Coordination

Model

• Show Me the Data: Technology in

an Outcomes-Based Industry

THURSDAY, MARCH 10, 2016

8:00 AM – 9:30 AM Opening General Session
with Dan Mendelson
• S hock to the System: Surviving

& Thriving in a Rapidly Changing
Seniors Health Care Model

10:00 AM – 11:15 AM Concurrent Sessions

• Improving Quality with Technology:
Not Someday but Now

• P rovider Perspectives on the
Changing Seniors Health Care
Landscape

11:30 AM – 12:30 PM Concurrent Sessions

• Stepping Up to the Plate:
Opportunities and Challenges
for Assisted Living in the New
Integrated Health Care Delivery
Model

• W hat Skilled Nursing Investors
Need to Know about the Five-Star
Quality Rating System

• S tartups Powering the Shift from
Reactive to Proactive Care

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SESSIONS AT-A-GLANCE

12:30 PM – 1:45 PM Conference Luncheon
with Richard W. Fisher
2:00 PM – 3:15 PM • Market Momentum: Economic

Trends and Their Significance

Concurrent Sessions
3:45 PM – 5:00 PM • Coordinating and Collaborating

Care: Why Seniors Housing &
Skilled Nursing Operators Need to
Partner
• T he Growing Role of Ancillary
Service Providers
• T rends in the Economy and
What They Mean

Concurrent Sessions
• S ynergistic Partnering: Creating

Strategic, Mutually Beneficial
Partnerships
• The Medicaid Managed Care
Challenge
• V aluations in Today’s Seniors
Housing & Care Market

FRIDAY, MARCH 11, 2016

8:45 AM – 10:00 AM Concurrent Sessions

• H ow Capital Providers View the
Emerging Care Continuum

• The “New Normal” of MCOs in
Long Term Care

• T he Right Capital Sources for
Optimal Growth & Success

10:30 AM – 11:45 AM Closing General Session

• Timing the Wave—Adapting
to the New Consumer and the
New Seniors Health Care Model:
Perspectives from Industry Leaders

Continuing Education Units (CEUs)

NIC has applied for CEU credit hours with the National
Association of Long Term Care Administrator Boards (NAB).
Please refer to the Conference Online Community for
approved credit hours.

#NICForum16 | 5

IMPORTANT PLACES TO KNOW

REGISTRATION

Hours: Wednesday, March 9 9:00 AM – 7:30 PM

Thursday, March 10 7:00 AM – 7:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Level Three—Dallas Ballroom Registration

Name Badge & Lanyard Colors

l Operator

l Developer

l L ender/Debt Provider, Investor/Equity Provider,
Financial Intermediary

l Industry Services/Transactional, Non-Transactional, Other

Conference attendees are required to wear their name badges
throughout the conference. Name badges provide admission to
receptions, networking lounges, and sessions. Badges are non-
transferrable.

CONFERENCE CONCIERGE

Need assistance? Our conference concierges are here and

delighted to assist you with any needs you might have—

from mobile device chargers to photocopies, and much more.

Hours: Wednesday, March 9 9:00 AM – 7:30 PM

Thursday, March 10 7:00 AM – 7:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Level Three—Dallas Ballroom Foyer

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IMPORTANT PLACES TO KNOW

TECH BAR

Computers are available for you to check email, print session

handouts, and more. Tech Bar concierges are on hand and

available to assist you with your mobile device and Conference

Online Community needs.

Hours: Wednesday, March 9 9:00 AM – 7:30 PM

Thursday, March 10 7:00 AM – 7:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Level Three—Dallas Ballroom Foyer

MOBILE CHARGING STATIONS

Get charged and stay connected throughout the conference!
Charging kiosks are available on Level Three and offer compatible
plugs for a variety of mobile devices, including iPhone, iPad, and
microUSB.

MEETING POINTS

Meeting Points make meeting up easier! Save time
locating colleagues by using this resource to identify
meeting locations throughout the NIC conference
space.

Meeting Point 1 – Lobby Level—Elevator

Meeting Point 2 – Lobby Level—Outside Owners Box

Meeting Point 3 – Level Three—UPS Business Center

Meeting Point 4 – Level Three—Escalator

Meeting Point 5 – Level Three—Registration

Meeting Point 6 – Level Three—Dallas Ballroom Foyer

Meeting Point 7 – Level Three—Trinity Ballroom Foyer

Meeting Point 8 – Level Three—Trinity Networking Lounge

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IMPORTANT PLACES TO KNOW

NIC MAP® DATA SERVICE HUB

Visit the NIC MAP® Data Service Hub to explore the new data

products and initiatives NIC is launching in 2016 and beyond.

2016 NIC data product launches include:

• release of Skilled Nursing Data Report – a timely snapshot of
national skilled nursing benchmarking data

• release of MAP 2.0 interface – enhancement of the NIC MAP®
Client Portal

• expansion of market coverage from 99 to 140 U.S.
metropolitan markets

• release of Actual Rents – expanding the rental seniors
housing data to include actual rents and leasing activity

Current data initiatives seeking data contributions:
• Seniors Housing Actual Rents
• Skilled Nursing Data Initiative
• Seniors Housing and Care Debt Metrics Initiative

Visit the NIC MAP® Data Service Hub to learn more!

Hours: Wednesday, March 9 9:00 AM – 7:30 PM

Thursday, March 10 7:00 AM – 7:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Level Three—Dallas Ballroom Foyer

About NIC MAP®

NIC MAP® Data Service is the seniors housing and care
sector’s most powerful and comprehensive research and
analysis tool. With 10+ years of market performance data
within the primary markets, NIC MAP® tracks and reports on
more than 13,000 properties across 99 U.S. metropolitan
markets, with expansion to 140 markets this summer.

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ATTENDEE RESOURCES AND SERVICES

NETWORKING LOUNGES

Two networking lounges are available for use throughout the
conference and provide comfortable places for attendees to
conduct meetings. A NIC badge must be worn for access to
these spaces.

n Lobby Networking Lounge
The Lobby Networking Lounge is the ideal place to see
and be seen and is exclusively available to NIC conference
attendees during the following hours.

Hours: Wednesday, March 9 12:00 PM – 5:00 PM

Thursday, March 10 7:00 AM – 5:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Lobby Level—Lobby Lounge

n Trinity Networking Lounge
If you prefer a little more privacy or space to spread out, the
Trinity Networking Lounge is the place to meet. This lounge
has ample tables and space for business meetings. You can
also recharge your mobile devices or get a specialty coffee
drink.

Hours: Wednesday, March 9 9:00 AM – 7:30 PM

Thursday, March 10 7:00 AM – 7:00 PM

Friday, March 11 7:00 AM – 12:00 PM

Location: Level Three—Trinity Ballroom

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ATTENDEE RESOURCES AND SERVICES

CONFERENCE ONLINE COMMUNITY

The Conference Online Community is where the most up-to-date
conference information can be found, including:

• Conference schedule
• Up-to-date attendee listing
• Speaker bios and presentations
• Onsite updates
It’s mobile device-friendly, so don’t forget to download the app—
scan the QR code now and begin navigating the conference in a
whole new way.

Scan to join or access the Conference Online
Community from your mobile device

EVENT GUIDE TO CAPITAL
PROVIDER ATTENDEES

The Event Guide to Capital Provider Attendees is an additional
resource to help connect operators seeking financing with
debt and equity providers in the sector. The Guide includes
company profiles, company contact information, on-site contact
information, and the types of capital provided for lenders,
investors, and financial intermediaries who registered and
submitted their information by January 22.

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ATTENDEE RESOURCES AND SERVICES

NETWORKING RECEPTIONS

n First-Time Attendee Mixer (Invitation only)
Network with fellow attendees, meet NIC leadership, and hear
suggestions on how to make the most of your conference
experience.

Hours: Wednesday, March 9 5:00 PM – 6:00 PM
Location: Level Three—Dallas Ballroom C

n Welcome Reception
Hours: Wednesday, March 9 6:00 PM – 7:30 PM
Location: Level Three—Dallas Ballroom D

n Networking Reception

Hours: Thursday, March 10 5:15 PM – 6:45 PM

Location: Level Three—Dallas Ballroom D

ATTENDEE LISTING

The Attendee Listing in your conference credentials includes

attendees registered by January 22. To view the most up-to-date

attendee information available, please visit the Conference Online

Community.

WIRELESS INTERNET ACCESS

During the conference, enjoy complimentary wireless internet
throughout the NIC conference space.

Network: NICFORUM16
Password: VENTASREIT

#NICForum16 | 11

ATTENDEE RESOURCES AND SERVICES

SPECIALTY COFFEE BAR

Grab a complimentary cup of coffee in between business
meetings and/or sessions.

Hours: Wednesday, March 9 10:00 AM – 6:00 PM

Thursday, March 10 7:00 AM – 5:00 PM

Friday, March 11 7:00 AM – 11:00 AM

Location: Level Three—Trinity Ballroom (Networking Lounge)

HEADSHOT LOUNGE

Need to update your 10-year-old photo? Put your best face
forward and stop by the Headshot Lounge to have your
complimentary executive portrait taken.

Hours: Wednesday, March 9 10:00 AM – 6:00 PM

Thursday, March 10 7:00 AM – 5:00 PM

Friday, March 11 7:00 AM – 11:00 AM

Location: Level Three—Trinity Ballroom Foyer
(outside Networking Lounge)

SHOE SHINE

Polish your look with a complimentary shoe shine.

Hours: Wednesday, March 9 10:00 AM – 6:00 PM

Thursday, March 10 7:00 AM – 5:00 PM

Friday, March 11 7:00 AM – 11:00 AM

Location: Level Three—Trinity Ballroom Foyer
(outside Networking Lounge)

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ATTENDEE RESOURCES AND SERVICES

RELAXATION STATION

Take a break from your busy schedule and visit the Relaxation
Station to enjoy an upper-body massage between business
meetings and/or sessions.

Hours: Wednesday, March 9 10:00 AM – 6:00 PM

Thursday, March 10 7:00 AM – 5:00 PM

Friday, March 11 7:00 AM – 11:00 AM

Location: Level Three—Trinity Ballroom Foyer
(outside Networking Lounge)

EVENING CAR SERVICE

Complimentary car service is available from the Omni Dallas to
transport you to your night out in downtown Dallas.

Hours: Wednesday, March 9 7:00 PM – 10:00 PM

Thursday, March 10 6:15 PM – 9:15 PM

Location: Lobby Level—Owners Box Entrance

Get Charged and Stay Connected

Get charged and stay connected
throughout the conference! Charging
kiosks are available on Level Three and
offer compatible plugs for a variety of
mobile devices, including iPhone, iPad, and
microUSB.

#NICForum16 | 13

GENERAL INFORMATION

FROM A TO Z

AUDIO RECORDINGS SYNCHRONIZED
WITH POWERPOINT PRESENTATIONS

Attendees will have complimentary access to the audio
recordings synchronized with the PowerPoint presentations
from most of the sessions shortly after the conference. For
more information, visit the Conference Online Community.

BUSINESS CENTER

The UPS-managed business center is equipped to provide you
with all of the services you need to help make your business
trip a success.

Hours: Wednesday, March 9 7:00 AM – 6:00 PM
Thursday, March 10 7:00 AM – 6:00 PM
Friday, March 11 7:00 AM – 6:00 PM
Location: Level Two—UPS Store

EMERGENCIES/MEDICAL NEEDS

The safety and security of attendees and staff is top priority for
NIC and the Omni Dallas. For fire and medical emergencies,
dial extension 4581 or 0 (Emergency Hotline) from any house
phone located in the hotel or (214) 744-6664 to reach Omni
Dallas Safety Services. Please be prepared to provide the
nature and exact location of the emergency. We respectfully
request that you do NOT call 911 directly.

Area Pharmacies CVS Pharmacy
901 Main Street, Unit C 1180
Distance away: 4 miles from hotel

Walgreens
3418 McKinney Avenue
Distance away: 5 miles from hotel

Area Medical Centers Baylor University Medical Center
2900 Junius Street
Distance away: 2 miles from hotel

Parkland Hospital
5201 Harry Hines Boulevard
Distance away: 5 miles from hotel

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GENERAL INFORMATION

FROM A TO Z

KOSHER ACCOMMODATIONS

n Minyan
A room is available for use to observe Minyan during the
following times:

Hours: Wednesday, March 9 5:00 PM – 8:00 PM

Thursday, March 10 6:00 AM – 8:00 AM
5:00 PM – 8:00 PM

Friday, March 11 6:00 AM – 8:00 AM

Location: Level Two—Arts District 3

n Kosher Meals

Glatt kosher options are available for attendees who requested
kosher meals in advance. Scheduled continental breakfasts and
networking break refreshments will be offered in the Minyan room
on Wednesday, Thursday, and Friday. Plated lunch will be offered
at the Conference Luncheon on Thursday, and kosher fare options
will be offered at the receptions on Wednesday and Thursday.

LOST AND FOUND

Any lost items may be available to claim at Registration. NIC will

secure items until the end of each day and then turn them over to

the hotel’s security.

PHOTOS AND VIDEOS

NIC reserves the right to use photographs/video taken of

attendees at the conference for its purposes. Attendees waive any

right to inspect or approve finished photographs/video or copy

used for promotional purposes.

SPEAKER PRESENTATIONS

Attendees can view and print concurrent session presentations
via the Conference Online Community. Click on “Schedule
and Materials.”

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DAILY PROGRAM SCHEDULE

WEDNESDAY, MARCH 9, 2016

9:00 AM – 7:30 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

10:00 AM – 6:00 PM Relaxation Station, Headshot Lounge,
Specialty Coffee Bar

1:00 PM – 3:00 PM Capital Connections
3:00 PM – 3:30 PM Networking Break
3:30 PM – 5:00 PM Concurrent Sessions
5:00 PM – 6:00 PM First-time Attendee Mixer

(Invitation only)
6:00 PM – 7:30 PM Welcome Reception
7:00 PM – 10:00 PM Evening Car Service

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CAPITAL CONNECTIONS

WED. | 1:00 PM - 3:00 PM

Facilitated Networking Session CAPITAL CONNECTIO
NS
(Level Three—Dallas Ballroom C)

For operators or developers looking to
access capital, Capital Connections is a
not-to-be missed networking opportunity
to meet select capital providers in a relaxed
environment and discuss various financing
options. Participating Capital Providers include:

Debt Agency Lenders
• Arbor
• Berkadia
• Berkeley Point Capital
• Cambridge Realty Capital Companies
• Capital Funding Group
• Grandbridge Seniors Housing
• Greystone
• Housing & Healthcare Finance
• JLL Capital Markets
• Lancaster Pollard
• Love Funding
• RED Capital Group

#NICForum16 | 17

CAPITAL CONNECTIONS

WED. | 1:00 PM - 3:00 PM (continued)

Debt Lenders
• Capital One
• Capital Source
• Contemporary Healthcare Capital
• First Bank
• First Niagara Bank
• KeyBank Real Estate Capital
• MB Financial
• MidCap Financial Services, LLC
• Opus Bank
• Protective Life
• Sunwest Bank
• Synovus
• TCF Commercial Banking
• The PrivateBank
• Wells Fargo

Equity, REITS & Other Partnerships
• Care Investment Trust, LLC
• CNL Healthcare Properties
• HCP, Inc.
• HJ Sims
• LTC Properties, Inc.
• National Health Investors
• Omega Healthcare Investors
• Prudential Mortgage
• RSF Partners
• Sabra Healthcare REIT, Inc.
• Sentio Healthcare Properties
• Ventas, Inc.
• Virtus Real Estate Capital
• Welltower Inc.
• Zenith Capital

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CONCURRENT SESSIONS

WED. | 3:30 PM - 5:00 PM

An Update on Seniors Housing Development &
Construction

(Level Three—Dallas Ballroom F)

There’s a lot of talk these days about construction and
overbuilding in the seniors housing sector. Are the markets in
Texas really overbuilt, while those in California are less so? Is
financing readily available for all deals, and what terms are offered
to developers and operators?
In this session:

• find out about NIC MAP® construction and inventory data

• determine where we are in the construction cycle

• assess which markets appear to be overheated

• discover how capital providers assess markets and
opportunities

• see how a lender, an investor, and an operator look at today’s
markets

Moderator:
Beth Mace, Chief Economist and Director, Capital Markets

Outreach, NIC 
Speakers:
Lori Alford, Chief Operating Officer, Avanti Senior Living

Christopher Kazantis, Director, AEW Capital Management L.P.

William Shine, Senior Director, Synovus Bank

Social Media

Join the social buzz and share your conference experience—
you could show up on our social feed.

Twitter: #NICForum16
Instagram: ntl_invctr

#NICForum16 | 19

CONCURRENT SESSIONS

WED. | 3:30 PM - 5:00 PM (continued)

Participating in a Care Coordination Model
(Level Three—Dallas Ballroom G)
The skilled nursing industry has experienced transformative
change in recent years as it transitions from a focus on long
term care to intensive, rehabilitative transitional care. At the
same time, payor sources and methodologies for payment
determination are changing rapidly as well. Owners and
operators of skilled nursing communities must implement
strategies to adapt to the changing payment landscape if they
are to survive. But how and where do they begin?
Know the steps you need to take to participate in—and
benefit from—a care coordination model. Industry experts will
share concrete examples of how risk sharing affects business
models and value, and explain bundled payments and their
impact on organizational returns.
Key takeaways from this session include:

• financial and organizational impacts and benefits of
participating in a care coordination model

• best practices for incorporating care coordination into your
business model

• tips for implementing and managing bundled payments
• risk mitigation approaches for bundled payments and risk

sharing
Moderator:
Brian Fuller, Vice President, Value-Based Care, naviHealth 
Speakers:
Tom C. Coble, President, Elmbrook Management Company
Ken Kaminski, MD, Total Joint Surgeon, Azalea Orthopedics
Geoff Teed, Principal, Paradigm Provider Partners 

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CONCURRENT SESSIONS

WED. | 3:30 PM - 5:00 PM

Show Me the Data: Technology in an Outcomes-Based
Industry
(Level Three—Dallas Ballroom E)
As the digital revolution continues to change how industries
around the world operate, the pressure on seniors housing and
care properties to adopt technology solutions will only increase.
It’s no longer about “show me the money.” It’s now “show me the
data”—data that proves you are producing quality outcomes and
achieving operational success.
A panel of industry leaders will share their experiences with
various technology initiatives and how they have integrated
technology across their organization—from the clinical side, to
HR, marketing, and finance. They will address what worked well,
where technology went wrong, and what you need to do to set
your technology strategy.
This session will cover:

• programs that work and the outcomes that matter
• how standardized metrics will measure performance going

forward
• benchmarks organizations will have to hit to succeed
Moderator:
Andy Edeburn, Vice President, GE Healthcare Camden Group 
Speakers:
Daniel A. Hirschfeld, President, Genesis Rehabilitation Services 
Lynne S. Katzmann, President & CEO, Juniper Communities
Arnold Whitman, Chairman, Formation Capital, LLC

#NICForum16 | 21

DAILY PROGRAM SCHEDULE

THURSDAY, MARCH 10, 2016

7:00 AM – 7:00 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

7:00 AM – 9:00 AM Continental Breakfast
7:00 AM – 5:00 PM Relaxation Station, Headshot Lounge,

Specialty Coffee Bar
8:00 AM – 9:30 AM Opening General Session

with Dan Mendelson
9:30 AM – 10:00 AM Networking Break
10:00 AM – 11:15 AM Concurrent Sessions
11:30 AM – 12:30 PM Concurrent Sessions
12:30 PM – 1:45 PM Conference Luncheon

with Richard W. Fisher
2:00 PM – 3:15 PM Concurrent Sessions
3:15 PM – 3:45 PM Networking Break
3:45 PM – 5:00 PM Concurrent Sessions
5:15 PM – 6:45 PM Networking Reception
6:15 PM – 9:15 PM Evening Car Service

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OPENING GENERAL SESSION

THU. | 8:00 AM - 9:30 AM

Shock to the System: Surviving & Thriving in a Rapidly
Changing Seniors Health Care Model

(Level Three—Dallas Ballroom D)

With massive and fast-moving changes occurring in the health
care delivery and payment system, and an increasing focus on the
health care spend for seniors, unprecedented opportunities and
challenges are arising for seniors housing and care—from assisted
living and memory care, to post-acute and long term care. What
are the new expectations, requirements, and opportunities for
seniors housing and care operators and investors? And what must
they do to prepare not only to survive but thrive?

Keynote speaker Dan Mendelson will share his perspective on
how the changing health care reimbursement and delivery model,
coupled with the explosion of access to data, is driving and will
continue to drive changes in all aspects of seniors housing and
care. Enormous challenges exist, but there is also a tremendous
amount of opportunity for operators who can leverage data
insights to provide a consumer-driven experience that delivers
quality outcomes in the lowest cost setting.

Following the keynote, a discussion featuring the conference chair
and co-chairs will be moderated by NIC CEO Bob Kramer. The
panel of senior living operators and capital providers will respond
to Dan Mendelson’s comments and discuss how they see the
seniors housing, skilled nursing, and post-acute sectors and their
capital providers responding to these changes.

Keynote Speaker:

Dan Mendelson, 
CEO & Founder,
Avalere Health

Panel Moderator:
Bob Kramer, CEO, NIC 

Panelists:
Doug Korey, Senior Vice President of Business Development,

LTC Properties, Inc.

Kenneth Segarnick, C hief Corporate Officer, Brandywine
Senior Living

Thomas Stanley, Founder & Principal, Cascade Living Group

James C. Thompson, Senior Director, Synovus Bank

#NICForum16 | 23

CONCURRENT SESSIONS

THU. | 10:00 AM - 11:15 AM

Improving Quality with Technology: Not Someday but Now
(Level Three—Dallas Ballroom F)
It’s often said that technology will shape the future of aging—that
someday, new technologies will change the delivery and quality
of care. But in reality, “someday” is already here. Organizations
today are integrating solutions that improve both quality of life for
the residents and operational efficiencies for their communities.
Looking to implement new technology is just as crucial for your
one-year plan as your ten-year, as more of your competitors will
have it and more of your residents/families, team members, and
business partners will demand it.
This session will help you discover how technology provides
opportunities in marketing, staffing, outcomes documentation,
and quality improvement that can advance the bottom line of your
business now and in the future.
Key takeaways include:

• why tech-enabled systems are becoming a “must have” and
are more than a cool gadget

• how and why senior care is evolving through the use of
technology

• how technologies are being used today for improving
efficiencies and outcomes

• the benefits of utilizing these systems for the operator,
investor and resident

• how these tech-enabled systems are being used during
pre-opening marketing and at existing communities to give a
competitive advantage for market share

Moderator:
Katy Fike, Ph.D., P artner and Co-Founder, Generator Ventures

and Aging2.0 
Speakers:
Lori Alford, Chief Operating Officer, Avanti Senior Living
Kari Olson, Chief Innovation Officer, Front Porch
Jeramy Ragsdale, CEO, Thrive Senior Living

24 | NICevent.org

CONCURRENT SESSIONS

THU. | 10:00 AM - 11:15 AM

Provider Perspectives on the Changing Seniors Health Care
Landscape
(Level Three—Dallas Ballroom E)
The ever-changing landscape of health care in America has
influenced and will continue to influence every player in seniors
housing, post-acute, and long term care—from the way health
care is delivered, to the way providers are paid. With nearly
every aspect of a facility’s daily operations under scrutiny, how
do operators navigate the changes and position themselves for
success today and going forward?
Understanding how the reimbursement, regulatory, and
competitive landscape is shifting today and will shift in the future
is essential for establishing the right partnerships and policies.
The speakers will share examples of actions operators and other
stakeholders are taking now to help you form your own strategies
for success.
In this session:

• identify and analyze the key changes in the seniors housing
and care industry that are altering the way business is
conducted daily

• explore strategies for navigating and adjusting to the
changes

• examine ways to position your property to stay adaptable to
future changes

Moderator:
Brian Ellsworth, D irector of Payment Transformation,

Health Dimensions Group 
Speakers:
Stephanie Handelson, President & COO,

Benchmark Senior Living
Ed Kenny, Chairman & CEO, Life Care Services
Kevin Warren, President & CEO, Texas Health Care Association

#NICForum16 | 25

CONCURRENT SESSIONS

THU. | 11:30 AM - 12:30 PM

Stepping Up to the Plate: Opportunities and Challenges
for Assisted Living in the New Integrated Health Care
Delivery Model
(Level Three—Dallas Ballroom F)

The new integrated health care payment and delivery model
for seniors presents assisted living with valuable opportunities
to evolve its market by serving as a coordinator and integrator
of care for residents who prefer the assisted living or CCRC
setting. In this session, Dr. David Grabowski will share results
from his research, which demonstrates the opportunities and
challenges assisted living and CCRC operators face in making a
contribution to the health care reform goal of improved outcomes
achieved in lower cost settings. Dr. Kevin O’Neil will present
results from Brookdale’s CMS Health Innovations Challenge
Grant, which focuses on improving care transitions from assisted
living communities, as well as reducing avoidable hospitalizations
and the overall cost of care. In addition, he’ll speak to the
steps providers need to take in order to participate in the new
integrated care networks for seniors.
Key takeaways from this session include:

• assisted living’s value proposition for seniors and their
families, healthcare providers, and payers

• the future of assisted living in a changing health care delivery
and payment model

• the cost benefits for payers—and potential revenue streams
for assisted living—that integrated care networks can bring

• what will be required of assisted living, CCRCs, and other
senior care providers in order to participate in the new health
care payment and delivery model

• what it will mean for AL, CCRCs, and other senior care
providers who choose not to participate in the emerging
seniors health care delivery model

Moderator:
Bob Kramer, CEO, NIC 
Speakers:
Dr. David C. Grabowski, Professor, Harvard Medical School 
Dr. Kevin O’Neil, Chief Medical Officer, Brookdale Senior Living

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CONCURRENT SESSIONS

THU. | 11:30 AM - 12:30 PM

What Skilled Nursing Investors Need to Know about
the Five-Star Quality Rating System
(Level Three—Dallas Ballroom E)
Reimbursement is rapidly moving from “volume” to “value.” As
a result, it’s becoming more essential than ever for investors to
evaluate the quality of care being provided by operators of skilled
nursing properties. Not only are payments being tied to quality,
but CMS and others are also using the Five-Star Quality Rating
System to serve as the gatekeeper for entrance by skilled nursing
properties into preferred networks, and the patient and revenue
opportunities they provide.
As an investor you need to understand:

• what the Five-Star Quality Rating System tells an investor
about an individual property operator

• how investors should both understand and use the Five-Star
Quality Rating System during due diligence

• what other quality assessment data should be included as
part of due diligence

• how CMS and others are using the system to determine
which skilled nursing properties are eligible to participate in
the new payment system

• how the revenue stream of the nursing home you own is put
at risk by its rating

• what happens when a property receives a major deficiency,
and how long it takes to recover

• the significance between a two-star and a three-star rating for
the viability of some skilled nursing properties

• the geographic variation in the rating system from state to
state, and the importance of careful benchmarking

• what rating is required for a skilled nursing provider to
be able to receive a waiver to the three-day hospital stay
requirement

Speaker:
Steven Littlehale, E xecutive VP, Chief Clinical Officer,

PointRight, Inc. 

#NICForum16 | 27

CONCURRENT SESSIONS

THU. | 11:30 AM - 12:30 PM (continued)

Startups Powering the Shift from Reactive
to Proactive Care
(Level Three—Dallas Ballroom G)
Data is driving a shift from reactive to proactive care of seniors.
But what does this transformation mean to healthcare and senior
care? Where in the care continuum will the shift to proactive care
be most significant, and what barriers must be overcome to reap
its benefits?
This session will provide a practical and illuminating glimpse
into the data-driven care experience of the future. Aging2.0
partner and co-founder Stephen Johnston will moderate a
panel discussion with four startups who are leading the charge
in developing proactive care technologies for seniors and
the caregivers who support them. They will discuss how they
determined the need for their product and how their product
provides proactive care—from wearable technology and sensors,
to cloud-based platforms and telemedicine.
Moderator:
Stephen Johnston, P artner and Co-Founder, Generator Ventures

and Aging2.0
Speaker:
Sameer Dhar, CEO, Sensassure
Asif Khan, Founder & CEO, Caremerge
Satish Movva, CEO, CarePredict
Scott Schnell, Co-Founder & CEO, MedZed

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CONFERENCE LUNCHEON

THU. | 12:30 PM - 1:45 PM

Market Momentum: Economic Trends and Their Significance
(Level Three—Dallas Ballroom D)
For more than seven years, the Federal Reserve kept interest
rates at historically low levels. Only recently did it remove its
foot from the brake and nudge interest rates higher. Cheap debt
fueled robust transactions activity as well as significant levels of
construction across all property types, including seniors housing.
Some analysts have been talking about possible asset bubbles.
Low interest rates also have impacted American seniors’ savings,
while the state of the overall economy also affects seniors’
decisions of when to move into a senior living community.
Keynote speaker Richard Fisher will provide his insights into why
the Federal Reserve has altered its policy and started to increase
interest rates and what factors likely went into their decision. He
will provide his view on where the economy stands today and
where it is headed in the future. He also will provide commentary
on what changes in the economy may mean to the availability and
cost of capital.
Richard Fisher is well respected for his ability to translate complex
economic terminology and concepts for investors at all levels of
experience. Delivered in an entertaining and relatable style, his
observations will provide attendees an understanding of the role
the economy plays in investment decision-making. Come join
us for this timely discussion on the economy, interest rates and
market reactions to the Federal Reserve’s decisions.

Keynote Speaker:

Richard W. Fisher, 
Former President & CEO,
Federal Reserve Bank of Dallas 

#NICForum16 | 29

CONCURRENT SESSIONS

THU. | 2:00 PM - 3:15 PM

Coordinating and Collaborating Care: Why Seniors Housing
& Skilled Nursing Operators Need to Partner
(Level Three—Dallas Ballroom F)
Gone are the days when private pay seniors housing and skilled
nursing can operate in independent or even competitive silos.
Changes in the mindset of the consumer, reimbursements, and
expectations of health care providers for care collaboration are
forcing seniors housing and skilled nursing operators to rethink
the way they relate to each other. Successful business models
will require a tearing down of silo walls so you can partner with a
quality operator that complements the care you provide in order
to keep/gain market share.
Forming seniors health care delivery partnerships beyond the
walls of your community can enhance the marketability of both
partners and potentially improve census/income streams. In
this session, a panel of executives will discuss the opportunities
their companies gained by forming off-campus partnerships
and collaborating care. They will discuss why they formed the
partnership, what value was created, and what worked and didn’t
work in the formation.
The session will cover:

• why strategic partnerships are essential to gain market share
and enhance census

• why capital providers are attracted to this forward thinking
• how to begin the dialogue to create a successful strategic

partnership
• understanding the value and potential revenue streams

partnership can offer
• creating a referral source that minimizes lost referrals post-

discharge
Moderator:
Lori Alford, Chief Operating Officer, Avanti Senior Living 
Speakers:
Daniel A. Hirschfeld, President, Genesis Rehabilitation Services 
Lynne S. Katzmann, President & CEO, Juniper Communities 
David Stordy, COO, Mainstreet 

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CONCURRENT SESSIONS

THU. | 2:00 PM - 3:15 PM

The Growing Role of Ancillary Service Providers
(Level Three—Dallas Ballroom E)
Once an afterthought, ancillary service providers are now
an integral component of the delivery and continuity of care
within any community. With the changing competitive and
reimbursement environment, understanding the role these
services play is more critical than ever for meeting the needs of
your community, attracting and retaining residents, and enhancing
revenue streams.
Discover why ancillary service providers are becoming a
fundamental piece of the health care equation, as panelists
discuss how these services meet the clinical needs of seniors
housing and post-acute care operators’ residents. Gain an
understanding how payment reform (episodic and value-based
payments) will impact the operations and economics of ancillary
providers.
This session will detail:

• why the role of ancillary service providers is changing
• how integration of ancillary services can attract and retain

residents
• when to outsource these services and when to bring them

in-house
• how ancillary providers will support SNF’s management of

post-acute care episodes of care
• which services are integral to stay competitive
• why outcomes data is important for referral sources and

consumers
Moderator:
Ann B. O’Shaughnessy, Managing Director, The PrivateBank 
Speakers:
Jeff Barton, Executive Vice President, Mobile XUSA
Phil Fogg, J r., President & CEO, Marquis Companies & Consonus

Healthcare
Peter Longo, Principal & Managing Partner, Cantex Continuing

Care Network

#NICForum16 | 31

CONCURRENT SESSIONS

THU. | 2:00 PM - 3:15 PM (continued)

Trends in the Economy and What They Mean
(Level Three—Dallas Ballroom G)
Continue the conversation on the economy started by our
Conference Luncheon keynote speaker Richard Fisher, former
president & CEO of the Federal Reserve Board of Dallas, with
NIC Chief Economist Beth Mace, as she leads a discussion on
the economy, interest rates, and market reactions to the Federal
Reserve’s decisions.
In this session:

• find out what will happen to the cost of capital for public and
private seniors housing REITs, private equity providers, and
lenders

• explore how a potentially higher cost of capital will affect
operations and development capital

• discover if the risk premium provided for investing in seniors
housing will change in a higher interest-rate environment

• get answers to questions about potential bubbles in
development, pricing, and transaction volumes

Moderator:
Beth Mace, Chief Economist and Director, Capital Markets

Outreach, NIC 
Speakers:
Peter Martin, Managing Director, JMP Securities
Kevin Tyler, Analyst, Green Street Advisors

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CONCURRENT SESSIONS

THU. | 3:45 PM - 5:00 PM

Synergistic Partnering: Creating Strategic, Mutually
Beneficial Partnerships
(Level Three—Dallas Ballroom E)
When does one plus one equal three? In partnerships formed by
diverse organizations coming together to produce highly creative
business approaches and opportunities that mutually benefit both
partners.
With the health care delivery model undergoing significant and
rapid changes, practices that were commonplace just a few years
ago are now outdated and must evolve to meet today’s needs.
Organizations that simply seek to repeat the successes of the
past may not have the same competitive edge tomorrow. In this
session, panelists who have formed partnerships and networks will
discuss evaluating alignment of mission, markets, and business
models, assessing risks and benefits, and adjusting expectations
based on actual results achieved. In addition, they will comment
on the results of their partnerships to date and what lessons they
have learned.
Key takeaways include:

• creating new opportunities through collaborative effort
• identifying potential partners for your organization
• evaluating the competitive advantages and disadvantages
• determining business and reputational risks
• understanding the dynamics and transactional mechanics
Moderator:
Torey Riso, CEO/President, Care Investment Trust LLC
Speakers:
Rocklon B. Chapin, P resident & CEO, Benedictine Health System
Dan Lindh, CEO/President, Presbyterian Homes and Services
Dr. Penny Wheeler, President & CEO, Allina Health

#NICForum16 | 33

CONCURRENT SESSIONS

THU. | 3:45 PM - 5:00 PM (continued)

The Medicaid Managed Care Challenge
(Level Three—Dallas Ballroom F)
Medicaid managed care expansion is bringing a new level of
complexity to an already evolving senior care market. How will
operators reassess their Medicaid patient population, and in what
ways will managed care affect their business models?
Panelists will explore the effects of managed care on long term
care and assisted living. They will examine specific strategies
that are being employed not only to deal with the challenges
managed care presents today, but also to keep business models
malleable for future changes to come.
Key takeaways include:

• changes in skilled nursing and assisted living operations
• strategies for managing these changes
• risks and opportunities with managed care
Moderator:
Michael Torgan, Executive, First Quality Healthcare Group
Speakers:
Jonathan Dolan, President & CEO, Health Care Association of

New Jersey
James H. Gomez, President & CEO, California Association of

Health Facilities
Joshua Kauffman, CEO, Boardwalk West 
Jeff Myers, President/CEO, Medicaid Health Plans of America 

34 | NICevent.org

CONCURRENT SESSIONS

THU. | 3:45 PM - 5:00 PM

Valuations in Today’s Seniors Housing & Care Market
(Level Three—Dallas Ballroom G)
Investor interest in seniors housing and care is strong. Transaction
volumes are high, and cap rates are near historical lows. That
said, the capital markets are in transition. How will a change in the
cost of capital affect property valuations? Could macroeconomic
factors, such as rising labor costs, affect valuations through slower
NOI growth? And how do valuations for independent living
compare to those for assisted living and nursing care?
Hear directly from investors and capital providers on how they
view property valuation today.
In this session:

• find out how capital providers and investors value properties
today

• discover the factors they consider when determining a
property’s value

• view the latest NIC MAP® data trends on property sales
transactions and pricing

Moderator:
Ron Hastie, Partner, President, RJ Development
Speakers:
Colleen Blumenthal, MAI, Managing Director, HealthTrust
John Getchey, SVP, Seniors Housing Investments, Welltower Inc.
Bill Kauffman, Sr. Principal, Research & Analytics, NIC 
Aron Will, EVP, Co-Head National Seniors Housing, CBRE

#NICForum16 | 35

DAILY PROGRAM SCHEDULE

FRIDAY, MARCH 11, 2016

7:00 AM – 12:00 PM Registration, Networking Lounges,
NIC MAP® Data Hub, Tech Bar

7:00 AM – 11:00 AM Relaxation Station, Headshot Lounge,
Specialty Coffee Bar

7:00 AM – 9:00 AM Continental Breakfast
8:45 AM – 10:00 AM Concurrent Sessions
10:00 AM – 10:30 AM Networking Break
10:30 AM – 11:45 AM Closing General Session

36 | NICevent.org

CONCURRENT SESSIONS

FRI. | 8:45 AM - 10:00 AM

How Capital Providers View the Emerging Care Continuum
(Level Three—Dallas Ballroom F)
The historically segmented approach to seniors housing and
health care is disappearing. Increasingly, operators across the care
continuum are working together to build integrated care models
designed to attract a new pool of consumers, diversify revenue
streams, and meet the complete health, wellness, and living needs
of residents. Capital providers are beginning to recognize the
value that a broader operational approach can play in driving the
real estate values within this emerging care model.
This session will include discussions about:

• investment parameters for evaluating care continuum
opportunities

• how the valuation of standalone investments and integrated
delivery models may differ

• valuation trends for integrated care models and the types of
investors who will become major players in the sector

• challenges of evaluating real estate development and
acquisition opportunities in the care continuum

• how capital providers will respond to changes in delivery
models and what this means for capital in our sector

Moderator:
Anne Tumlinson, Founder, Anne Tumlinson Innovations LLC 
Speakers:
Zach Bowyer, MAI, Managing Director, CBRE
Justin Hutchens, EVP & CIO—Seniors Housing & Care, HCP, Inc.
Will Saunders, CEO, AllyAlign Health, Inc. 

#NICForum16 | 37

CONCURRENT SESSIONS

FRI. | 8:45 AM - 10:00 AM (continued)

The “New Normal” of MCOs in Long Term Care
(Level Three—Dallas Ballroom E)
Managed care organizations (MCOs) increasingly control more
of the patient population and are introducing new standards for
payment and reimbursement. As a result, assisted living and long
term care (LTC) providers are feeling the pressure to lower costs
and improve outcomes.
This “new normal” requires an understanding of the language, as
well as legal planning for the assisted living and LTC communities
to work successfully with MCOs. Experts in negotiating
relationships with MCOs from the operator perspective will share
relevant tactics to survive increasing financial and performance
standards in managed care contracting, billing, and legal risk
mitigation.
This session will cover:

• strategies for working with MCOs
• tools for contracting, operating, and maintaining mutually

beneficial MCO partnerships
• a primer for understanding your legal rights when working

with MCOs
Moderator:
Joshua Kauffman, CEO, Boardwalk West 
Speakers:
Mark A. Johnson, Esq., Partner, Hooper, Lundy, Bookman P.C.
Susie Mix, President & CEO, Mix Solutions, Inc.

 

38 | NICevent.org

CONCURRENT SESSIONS

FRI. | 8:45 AM - 10:00 AM

The Right Capital Sources for Optimal Growth & Success
(Level Three—Dallas Ballroom G)
The growth of development in seniors housing is directly related
to the availability of capital in the marketplace. What capital
sources are currently available? And how strong will capital flows
be in 2016?
Join the discussion on current capital market trends with a
panel of leading industry capital providers as they share their
perspectives on the direction the markets may take in 2016.
This session will provide practical information regarding the
types of debt and equity that are available, and the best ways to
finance your expansion or conversion projects. The panelists will
also provide perspectives on how capital markets view today’s
robust development cycle, the outlook for available construction
financing, and how rising interest rates may affect valuations and
capital availability.
In this session:

• explore the debt and equity sources that are available today
• gain insight into current capital market trends
• hear what capital providers are saying about 2016’s outlook
• learn from different scenarios what capital sources might work

best for your growth plans
Moderator:
Kevin McMeen, President–Real Estate, MidCap Financial

Services, LLC
Speakers:
Eric Mendelsohn, President & CEO, National Health Investors
Max Newland, M anaging Director, Kayne Anderson Real Estate

Advisors
Adam Sherman, Managing Director, RED Capital Group
Cathy Voreyer, M anaging Director, Wells Fargo Multifamily Capital

#NICForum16 | 39

CLOSING GENERAL SESSION

FRI. | 10:30 AM - 11:45 AM

Timing the Wave—Adapting to the New Consumer and
the New Seniors Healthcare Model: Perspectives from
Industry Leaders
(Level Three—Dallas Ballroom D)
The final session of the Spring Investment Forum brings together
well-known leaders in seniors housing and skilled nursing to get
their perspectives on the key themes that emerged during the
Forum.
Discussion moderator Bob Kramer, NIC CEO, will ask volunteer
leaders of the sector’s major trade groups—AHCA, Argentum,
ASHA, and LeadingAge—to share what they think was on target
and what they think missed the mark. The panelists also will
highlight what they’re doing—both within their own companies
and through their trade associations—to prepare for the future.
What are the current and future challenges and opportunities they
see? How will the trade groups they lead help members survive
and thrive with the sweeping changes impacting seniors housing,
long term care, and post-acute care? And most importantly,
what steps they are taking to make the most of the coming
opportunities.
Moderator:
Bob Kramer, CEO, NIC 
Speakers:  
Brenda Bacon, President & CEO, Brandywine Senior Living,

Argentum Board Chair 
Tom C. Coble, President, Elmbrook Management Company,

AHCA Board Chair
Larry Cohen, C EO, Capital Senior Living Corporation,

ASHA Board Chair
Kathryn Roberts, President & CEO, Ecumen,

LeadingAge Board Chair

40 | NICevent.org

THANK YOU

We would like to thank our partners and sponsors for their support
and commitment to advancing NIC’s mission.

NIC Premier Partners

NIC Official Partners

R

Financing Progress

®

#NICForum16 | 41

THANK YOU

Conference Sponsors

n Attendee Listing n Badges & Lanyards

n Lobby Networking Lounge n Tech Bar

n Conference Luncheon n Conference Pen

n Mobile Charging Stations n Kosher Accommodations

n Conference Online Community
n Elevator Cling Signage

n Networking Mints R

n Escalator Cling Signage

n Event Guide to Capital n Welcome Reception
Provider Attendees

42 | NICevent.org

THANK YOU

Conference Sponsors

n Head Shot Lounge n Speaker Ready Room

n Specialty Coffee Bar n Meeting Points Signage

n Bottled Water Service n Newspaper Room Delivery

n Networking Reception ®
TM

n Opening General Session

Financing Progress n Schedule at-a-Glance
n Hotel Room Keys

n Conference Padfolio

n Wednesday Evening Amenity

n Networking Reception n Evening Car Service

#NICForum16 | 43

THANK YOU

Conference Sponsors

n Thursday Afternoon n Wireless Internet
Networking Break

n Thursday Evening Amenity n Turndown Service

n Deal-Making Kits n Final Program & Welcome
Reception

n Trinity Networking Lounge

n Shoe Shine

44 | NICevent.org

THANK YOU

Industry and Media Sponsors
n American Health Care Association/National Center for

Assisted Living (AHCA/NCAL)
n A merican Seniors Housing Association (ASHA)
n Argentum
n ALM Real Estate Media Group
n McKnight’s Long-Term Care News & Assisted Living
n Healthcare Real Estate Insights
n National Real Estate Investor (NREI)
n Provider Magazine
n Seniors Housing Business
n Senior Housing Forum
n Senior Living Executive
n Senior Housing News
n The SeniorCare Investor

#NICForum16 | 45

2016 SPRING INVESTMENT FORUM
PLANNING COMMITTEE

Doug Korey Mark Bultman
Senior Vice President, Senior Vice President,
Business Development, Capital One Healthcare
LTC Properties, Inc.
Committee Chair Kevin Donahue
Vice President–Financial
Kenneth Segarnick Planning & Analysis,
Chief Corporate Officer, Benchmark Senior Living
Brandywine Senior Living
Committee Co-Chair Ben Firestone
Managing Director,
James C. Thompson Blueprint Healthcare
Senior Director, Real Estate Advisors
Synovus Bank
Committee Co-Chair John Getchey
Senior Vice President–Seniors
Thomas Stanley Housing Investments,
Founder & Principal, Welltower Inc.
Cascade Living Group
Committee Co-Chair Kelsey Hastings
CEO,
Lori Alford Advantage Management Group
Chief Operating Officer,
Avanti Senior Living Matthew Huber
Senior Director,
Jennifer Berland Healthcare Group,
Partner, First Niagara Bank
Hanson Bridgett
Will Huish
Heidi Brunet CIO & EVP,
Managing Director, Plum Healthcare Group, LLC
Berkadia
Michael Jones
CEO/Principal,
Healthtique Group

46 | NICevent.org

Lynne S. Katzmann Ryan Novaczyk
President & CEO, President & CFO,
Juniper Communities New Perspective Senior Living

Joshua Kauffman Ann O’Shaughnessy,
CEO, Managing Director,
Boardwalk West The PrivateBank

Kevin Maddron Ronald Payne
COO & CFO, CEO,
CNL Southwest LTC
Management Services
Sheryl Marcet
Managing Director, Torey Riso
Omega Healthcare Investors, Inc. CEO/President,
Care Investment Trust LLC
Alexander Markowits
President/CEO, Julie Robinson
Spring Hills Senior Communities Vice President, Acquisitions,
Ventas, Inc.
Joseph McCarron
Principal, Jason Smeck
Capital Care Associates, LLC Senior Managing Director,
RED Capital Group
Jason McMeen
Managing Director–Real Estate, Dale Thompson
MidCap Financial Services, LLC President,
Creative Living Groups, Inc.
Paul Nevala
Principal, Michael Torgan
American Capital, Ltd. NHA, MBA, Executive,
First Quality Healthcare Group

#NICForum16 | 47

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Forum app for the most up-to-date
information including:

• conference schedule
• attendee listing
• speaker bios and presentations
• online updates

National Investment Center
for Seniors Housing & Care

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48 | NICevent.org