House Calls

By Cain Brothers, a division of KeyBanc Capital Markets

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Category: Health & Fitness

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Episodes: 78

Description

Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change. The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC. KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.

Episode Date
Quick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO Summit
May 21, 2026
Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence
May 05, 2026
Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams
Apr 08, 2026
Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?
Mar 25, 2026
Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
Mar 05, 2026
Quick Hits: A Year in Review and the Year Ahead
Feb 12, 2026
The Future of AI in Healthcare: Insights from Leading Investors
Jan 29, 2026
Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew
Dec 10, 2025
When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?
Nov 18, 2025
Quick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)
Sep 30, 2025
Quick Hits: Distribution Titans Enter Specialty Physician Practice Management Arena
Aug 05, 2025
The Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young Adults
Jun 26, 2025
Quick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic Surgery
May 29, 2025
Quick Hits: Now It’s Medicaid’s Turn
May 22, 2025
Quick Hits: History Repeats Itself - No Margin, No Mission, Therefore Reality Drives Healthcare M&A
May 15, 2025
Quick Hits: The Intersection Of Specialty Cancer Care And Private Equity Investment
Apr 02, 2025
Quick Hits: The Duals Opportunity
Feb 26, 2025
Quick Hits: The Rate of Hospital Consolidation in the US - Too Little, Too Slow.
Feb 19, 2025
Restoring the Roar: Private Equity’s Insights on the Recovering M&A Markets and Unique Investment Perspectives for 2025
Dec 23, 2024
Disruptive Healthcare Purchasing by Self-Insured Employers
Dec 16, 2024
Quick Hits: Back to the Future - Self-Directed Care in the U.S.
Nov 07, 2024
What’s Happening to Medicare Advantage? A Panel Discussion
Oct 22, 2024
Health Systems, Private Equity, and the Government: It’s Complicated
Sep 05, 2024
Quick Hits: Opportunities in School-Based Healthcare Services in the United States
Aug 29, 2024
Quick Hits: Current Challenges & Trends Impacting the Medical Manufacturing Market
Aug 22, 2024
Quick Hits: Medicare Redo or Delay?
Aug 15, 2024
Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit
Jun 06, 2024
Quick Hits: Leveraging AI to Drive Better Conversations with Patients
May 13, 2024
Quick Hits: The Intersection of Ambulatory Care, Health Systems, and Private Equity
May 09, 2024
Quick Hits: A Ground-Breaking Transaction
Apr 05, 2024
Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers
Mar 19, 2024
Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services

Mar 11, 2024
MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing
Nov 16, 2023
Kickstarting Innovation Part 2: Why Health Systems and PE Need Each Other
Sep 05, 2023
Kickstarting Innovation Part 1: Bringing Health Systems and Private Equity Together for Good
Aug 01, 2023
Promises and Perils of Healthcare Innovation: A Conversation with Dr. Zeke Emanuel
Apr 04, 2023
The Bold Predictions Podcast: U.S. Healthcare in 2023 and Beyond
Mar 13, 2023
Reimagining Healthcare Staffing: Partnership-focused, Data-informed, Nurse-centric
Feb 09, 2023
Overlooked and Underfunded: Dental Care’s Massive Potential to Serve Disadvantaged Populations
Jan 05, 2023
Home Medical Equipment Providers and the Promise of Value-Based Care
Nov 30, 2022
Home is Where the Healing Happens: Uniting Medicare Advantage Payers and Providers to Create Value
Oct 06, 2022
Learning to Thrive: Integrating Mental Health Services within K-12 Education
Aug 25, 2022
Fixing America’s Aching Backs, Bones and Joints: Orthopedic Care in the Digital Health Era by Ricky Ng and Dave Johnson
Jun 09, 2022
Fishing for Returns in Turbulent Waters: Healthcare Investors Adapt to New Competitors and Greater Risk
Apr 14, 2022
Looking Back, Looking Forward: A Golden Age of Healthcare Innovation?
Mar 03, 2022
The Many Roads to Value Part IV: Building The Last Mile to the Patient
Jan 20, 2022
All Roads Lead to Value Part III: Making Inroads in Rural America
Dec 01, 2021
Moving Healthcare Home and Beyond: A Conversation with Paul Kusserow, Chairman and CEO of Amedisys
Nov 18, 2021
All Roads Lead to Value Part II: Positioning Physicians to Manage Care Risk
Oct 05, 2021
The Many Roads to Value Part I: What is a Health System Supposed to Be?
Aug 17, 2021
Medicaid, Motherhood and America’s Future: Giving Birth to Better Maternity Outcomes
Jul 13, 2021
Stigma vs. Science: Overcoming Opioid Addiction with Evidence-based Treatments and Services
May 05, 2021
Health Systems Embrace Platforming and Innovative Financing Strategies
Mar 25, 2021
The Many Flavors of Healthcare’s Not-For-Profit/For-Profit Partnerships
Feb 19, 2021
The Worst and Best of Times: Investor Perspectives from Cain Brothers’ Healthcare 2020 Virtual Conference
Dec 18, 2020
The Future of Clinical Trials: Decentralized, Diversified, Efficient and Fast
Oct 28, 2020
Podcast: The Future of Hospitals in Post-COVID America (Part 2) – The Policy Response
Sep 16, 2020
Podcast: The Future of Hospitals in Post-COVID America (Part 1) – The Market Response
Jul 28, 2020
Home Health Is Where the Growth Is: The Post-COVID Rise of Platform Solutions
Jun 30, 2020
COVID-19: Healthcare Private Equity Executives on Life with COVID
Jun 12, 2020
COVID-19: CareMont Medical CEO & CFO talk with Rob Fraiman, Cain Brothers
Jun 10, 2020
COVID-19: Terry Akin, CEO of Cone Health, talks with Carsten Beith, Cain Brothers
Jun 08, 2020
COVID-19: Steve Rodgers, AccentCare, speaks with Matthew Margulies, Cain Brothers
Jun 05, 2020
COVID-19: Healthcare PE Executives on Impact & Influence on Investing
Jun 03, 2020
COVID-19: James Hereford, Fairview Health Services, speaks with Dave Morlock, Cain Brothers
Jun 01, 2020
COVID-19: Paul Markovich, Blue Shield of CA speaks with Court Houseworth, Cain Brothers
May 29, 2020
COVID-19: Dr. Steve Udvarhelyi, BCBS of Louisiana speaks with Mike Elizondo, Cain Brothers
May 27, 2020
Public Health & Healthcare in Post-COVID America. Court Houseworth, Cain Brothers
May 21, 2020
Podcast: Health Tech to the Rescue: Combatting COVID-19 with Virtual Care and Predictive Analytics
Apr 16, 2020
A Fireside Chat w/Beth Mooney, Chairman/CEO of KeyCorp, and Tom Mihaljevic, MD, President & CEO of Cleveland Clinic
Mar 13, 2020
Podcast: A Fireside Chat w/Beth Mooney, Chairman/CEO of KeyCorp, and Tom Mihaljevic, MD, President & CEO of Cleveland Clinic
Mar 03, 2020
Podcast: 2020 Observations and Insights, Healthcare’s Recent Trends and Future Direction
Feb 18, 2020
Podcast: Widen the Funnel and Close the Gaps: The Summit-CityMD Combo Sees “Big Apple” Opportunity through Integrated Care Delivery
Feb 13, 2020
Podcast: Widen the Funnel and Close the Gaps: The Summit-CityMD Combo Sees “Big Apple” Opportunity through Integrated Care Delivery
Jan 27, 2020
Podcast: Commercializing Breakthrough Drugs in a Value-Based Market
Dec 12, 2019
Podcast: Mission-Critical Repurposing: Converting Aging Senior Living Properties to Affordable Housing
Nov 25, 2019
Podcast: Win-Win Partnerships: Strategics and Sponsors Increasingly Team Up
Oct 18, 2019
Podcast: Getting Urgent about Urgent Care: Health Systems Go Big on Retail
Oct 15, 2019