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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.

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Check latest episodes from House Calls podcast

Quick Hits: Not Roadkill - Underwriting the Tech Stack that Sits on Top of Epic

2026/10/12

Today, the bar for Epic integration is higher than ever. Cain Brothers Director Rishi Soni talks with Dave about the hurdles vendors must clear for sponsors and investors looking at EMR optimization, alignment, usability, and feature customization. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Pharma Services M&A - Market Access and Potential Business Model Impact From AI Take Center Stage

2026/09/30

Cain Brothers’ Managing Director Jason Moran joins host David Johnson to talk about why pharma services M&A is at record levels but deal count is down and AI is everywhere but not everywhere at once. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Moving Forward with Medicaid

2026/09/16

Medicaid Managed Care is experiencing unprecedented turbulence as it exits a pandemic-fueled boom and encounters the reality of reduced funding, a 20% unwind in enrollment, and a rate environment that hasn’t caught up to the more complex care needs of a sicker population. Cain Brothers Managing Director Mike Elizondo joins Dave Johnson to explain what happened, what’s next, and why there’s reason for optimism. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Fortune Favors the Bold - Cain Brothers’ 2026 Health System and Private Equity Collaboration Conference

2026/08/31

Cain Brothers’ Managing Directors Mike Tierney and Dan Gold join Dave Johnson to discuss why the Nashville conference hit the mark with healthcare leaders and why collaboration between health systems and PE is accelerating. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: AI in Healthcare Check-in

2026/08/03

Six months ago, AI was all about deployment and enablement. Today, the focus has shifted to ROI. Cain Brothers' Thad Davis and Rishi Soni join Dave Johnson to map the journey from exuberance to impact. Cain Brothers is a division of KeyBanc Capital Markets.

Where is the Market for Menopause? A Genuine Health Care Mystery

2026/07/13

Where is the market for menopause? With 75 million American women in perimenopause, menopause, or post-menopause, and 6,000 entering menopause every day, the lack of a robust market for menopause care services is a healthcare mystery. Stacy Guffanti and Alexandra Clemens unpack the reasons — and the market opportunity. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: The Urgent Care Industry’s Next Phase of Expansion

2026/07/09

Cain Brothers’ Managing Director Patrick Allen talks with Dave about the new role that urgent care centers are playing as comprehensive outpatient hubs – and why they’re poised to capture a bigger share of the care continuum. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Rocky Mountain High Points from Cain Brothers’ Life Sciences CEO Summit

2026/05/21

Cain Brothers Wyatt Ritchie and Managing Director Carl Hardie talk with Dave about the 3rd Annual MedTech, Pharma Services & Life Sciences CEO Summit held recently in Aspen, Colorado. Attended by over 60 healthcare CEOs, investors, and executives, the two-and-a-half-day agenda featured presentations and panel discussions spanning a range of challenges reshaping life sciences, including the impact of GLP-1s and AI to the China’s rise in the global market and exit trends in the current M&A environment. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence

2026/05/05

Cain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams

2026/04/08

Cain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?

2026/03/25

Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare

2026/03/05

Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.

Quick Hits: A Year in Review and the Year Ahead

2026/02/12

Wyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.

The Future of AI in Healthcare: Insights from Leading Investors

2026/01/29

What will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow, Operating Partner at a16z, Asif Dhanani, Partner at Rubicon Founders, and Tod Pesses, Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.

Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew

2025/12/10

At the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.Note: this episode contains adult language.