Healthcare Treasurers' Roundtable

April 1-3, 2020 • Aria Resort & Casino
Join us in fabulous Las Vegas, Nevada for the Spring Healthcare Treasurers' Roundtable at the ARIA Resort & Casino. The event will kick off Wednesday evening with cocktails and a casual dinner at Level Up in MGM Grand. Thursday will be a full day of interesting and timely session topics for all roundtable members at the ARIA. That evening, the group will enjoy an upscale seated dinner at CATCH in the ARIA hotel. Friday morning will be a closed-door roundtable session at the ARIA for all treasurers able to attend. Please register for the conference and then book your hotel stay using our discounted group rate. Once registered, you'll receive an email with instructions to reserve your room. The discounted room rate is $239 on Wednesday and $179 on Thursday plus tax. Reservations must be made by March 9, 2020, to be eligible for the group rate. For questions, please email htr@coteriespark.com.
Register

Speakers

Sponsors

Schedule

  • 01 April
  • 02 April
  • 03 April

Mark Amiri

Associate Vice Chancellor for Finance and Treasurer
Washington University in St. Louis
Mr. Amiri was appointed to the position of Associate Vice Chancellor for Finance and Treasurer for Washington University in St. Louis on August 1, 2016 after holding the position of Vice President and Chief Investment Officer for Baylor Scott & White Health System. Previously, he was Vice President and Treasurer at Baylor Health Care System beginning in May 2008. Prior to joining Baylor Health Care System, he was the Treasurer for Ascension Health, St. Louis, Missouri. He was a senior auditor for Arthur Andersen & Co. in 1978 and then joined Daughters of Charity National Health system in 1980, the predecessor corporation to Ascension Health. He obtained both his BSBA and MBA degrees from the University of Missouri-St. Louis and is also a Certified Public Accountant.

Marquette Associates

An independent investment consulting firm, Marquette Associates guides institutional investment programs with a focused client service approach and careful research grounded in real-world experience. We specialize in healthcare consulting by offering clients in-depth analysis on issues that are pertinent to them. We currently advise on over $222 billion in client assets, of which $28 billion1 are in healthcare assets, and our efforts result in the formulation of customized strategies for each healthcare organization based on their individual risks and goals. We’ve served clients with a single mission for over 30 years — enable institutions to become more effective investment stewards.
1As of September 30, 2019

Ponder & Co.

Ponder & Co. is a healthcare finance and strategic advisory firm focused exclusively on providing leading capital advisory, mergers & acquisitions, strategic advisory and management consulting services to not-for-profit hospitals and healthcare systems.With 45 years of healthcare advisory experience, we have perfected the art of objective advice and the science behind skilled transaction to bring seamless healthcare financial, strategy, and organizational transformation services to a wide range of provider organizations, from standalone community hospitals and specialty & children’s hospitals, to academic medical centers, regional health systems, and some of the largest multi-state health systems in the country.

RBC Capital Markets, LLC.

RBC Capital Markets is a full service global investment bank with domestic operations headquartered in New York. We provide services to the Not For Profit Healthcare space in three primary areas. 1) Debt Capital Markets 2) Credit Lending 3) Strategic Advisory. Our team is comprised of 15 investment banking professionals solely dedicated to the Not For Profit Healthcare sector.

Socorro Asset Management

Socorro Asset Management is an institutional asset management firm based in Dallas, Texas, founded by Mark Freeman and Dawn Blankenship.Socorro manages a long-only, multi-asset strategy which is designed to deliver an attractive total rate of return while targeting low volatility and seeking to avoid permanent loss of capital.For 17 years, the strategy has focused on a bottom-up, fundamental investment process that addresses opportunities across asset classes, capital structures, and sectors.Our investment partners include endowments, foundations, healthcare systems, corporations, pensions and family offices.

Opening Reception

06:00 PM 09:00 PM Level Up, MGM Grand

Urban-chic lounge with interactive virtual-reality games, classic arcade games, pool tables & a bar.

Breakfast

07:00 AM 08:00 AM Joshua 6, ARIA

Welcome and Introductions

08:00 AM 08:30 AM Joshua 5, ARIA

Economic Outlook

08:30 AM 09:30 AM Joshua 5, ARIA

Current Observations in Liquid Markets

09:30 AM 10:00 AM Joshua 5, ARIA

Morning Break

10:00 AM 10:15 AM Joshua 5, ARIA

Asset Allocation Trends

10:15 AM 11:15 AM Joshua 5, ARIA

Leveraging Scale Across Healthcare Systems

11:15 AM 12:15 PM Joshua 5, ARIA

Lunch

12:15 PM 01:15 PM Joshua 6, ARIA

Debt Markets Update

01:15 PM 02:00 PM Joshua 5, ARIA

Pension De Risking Process on Lump Sums and Annuity

02:00 PM 02:45 PM Joshua 5, ARIA

Afternoon Break

02:45 PM 03:00 PM Joshua 5, ARIA

Communicating to Ever Changing Boards and Committees

03:00 PM 03:45 PM Joshua 5, ARIA

New Trends in Healthcare Technology

03:45 PM 04:30 PM

Cocktails and Dinner

05:30 PM 08:00 PM CATCH, ARIA

Stylish locale in the ARIA hotel serving Asian-style seafood & steaks with unique craft cocktails.

Breakfast

07:00 AM 08:00 AM Joshua 6, ARIA

Treasurers' Roundtable

08:00 AM 11:00 AM Joshua 5, ARIA