Cavendish Global 102315 - Squarespace · PDF fileCo-Host: 3 Cavendish Global is by and for...

Cavendish Global

Family Offices Inspired for Impact

The Cavendish Global Impact Forum

Hosted By

Cleveland Clinic

Sunday, October 25th to Wednesday, October 28th 2015

“A Celebration of Philanthropy, Impact Investing and Innovation that is Changing the World”

By Invitation Only

Confidential Draft: For discussion purposes with faculty, organizers and invited speakers

Co-Host

Co-Host:2

Cavendish Global

Profile of the Cavendish Community of Family Offices

61%$16%$

9%$

14%$

Propor%on'of'Family'Offices'by'Region'

United$States$

Europe$

Asia$

ROW$

10%$

34%$

26%$

18%$

12%$

Propor%on'of'Family'Offices'by'Es%mated'Assets'

$50$to$$100$

$100+$to$$500$

$500+$to$$1,000$

$1,000$+$to$$2,000$

>$2,000$

Cavendish Global (‘Cavendish’) is a peer-to-peer community of over 200 leading family offices and representatives of sovereign wealth funds that share a passion for well-conceived impact investing and sustainable philanthropy

Average Assets $1.3 billion

Family Members 60%

Senior Executives of Single-Family Offices 21%

Senior Executives of Multi-Family Offices 16%

Other Family Office Professionals <3%

Co-Host:3

Cavendish Global is by and for families - a unique community built upon trust, and connected through common interests for impact

Objectives of the Cavendish Global community of family offices, foundations and sovereign wealth fund representatives:

1. Champion and Share: Provide a peer-to-peer setting to champion and share best-practices and information on impact investing, grant-giving and sustainable philanthropy projects which they are passionate about

2. Access Knowledge and Insight: Enable family offices and foundations to share insight amongst their peers, to identify accomplished innovators, the best researchers and policy experts driving transformational innovation and to benefit from their advice

3. Create Durable Relationships and Impact: Establish durable collaborations and partnerships to create beneficial impact for years to come

4. Access Opportunities: Connect family offices with compelling for-profit companies and not-for-profit organizations that are developing innovations with the potential for transformational impact on disease prevention, diagnosis and treatment

Cavendish Global

Co-Host:4

Cavendish Global

Cavendish provides the portfolio of resources required to accomplish the objectives of our members - a trusted knowledge acquisition and relationship building environment, combined with innovative capabilities and difficult to access resources

Cavendish IQ Digital CommunityPeer-to-peer digital platform for family offices, foundations, sovereign wealth funds and innovators

Cavendish Impact Forums

Peer-to-peer family office forums

Hosted by leading institutions including the

world-class research institutions of San Diego, Cleveland Clinic, Oxford

University, and Rockefeller University.

Gatherings of the best and brightest around the world;

sharing of ideas and innovation.

Cavendish Innovation Partners

Access to curated and accomplished

organizations from the private sector and pre-

eminent research institutions engaged in

transformational innovation from around the world.

Cavendish Capital

A unique family office led initiative seeking attractive financial returns through

investments in companies and research institutions

engaged in transformational innovation

[ ]Launch 2016

Beta ReleaseQ1 ‘16

Cavendish Impact Foundation

By invitation foundation of family office peers

Innovation awards, grants and scholarships for

organizations engaged in transformational innovation.

The Cavendish Impact Foundation hopes to initiate

awards, grant-giving program and scholarships

in Q4 of 2015

Collaborate & Call to Action Discover & Learn Access

Opportunities

Cavendish Advisors

Customized advisory services; due diligence,

strategy development and accelerated implementation

of solutions

Includes personal access to a global network of

leading innovators, like-minded families and

foundations and accomplished experts.

Cavendish Global

Co-Host:5

Featured Speakers

The Cleveland Clinic hosted Cavendish Global Impact Forum Featured Speakers:

Jenny Santi was born and raised in Manila in the Philippines; has lived in London, the French Loire Valley and Singapore, and is now based in New York. Santi is a trusted philanthropy advisor to some of the world's most generous philanthropists and celebrity activists, and for five years beginning at only 28, was the Head of Philanthropy Services (Southeast Asia) for the world's largest wealth manager. Her consulting firm Saint & Partners based in Singapore and New York City, serves clients including an Oscar-winning actress and signatories of the Buffett-Gates Giving Pledge. She is the author of “The Giving Way to Happiness: Stories & Science Behind the Life-changing Power of Giving,” coming in October 2015 from Penguin Random House. “I want everyone to embrace the idea that we should give not until it hurts, but until it feels great . I want people to stay on course even though the reality is that giving doesn’t always feel good: donors get disenchanted, many charities are cheerless, many nonprofit workers burn out, and asks get annoying. I people to discover what kind of giving makes them happy and what doesn’t; how to support causes they can be proud of, discover their core values to ensure they’re supporting things that line up with their interests and beliefs, how to avoid scams, and how to engage in other high-impact, non-monetary ways to give.”

Ms. Jenny SantiPhilanthropy Advisor & Author, “The Giving Way to Happiness”

Mr. Ronald G. Harrington, entrepreneur and philanthropist, is the former owner and CEO of Edgepark Medical Supplies (now called AssuraMed) in Cleveland, Ohio, the largest mail-order provider of specialty medical supplies in the United States. In 1990, Ron and his wife, Nancy, purchased Edgepark Surgical Inc., a struggling medical equipment and supply company with 34 employees and transformed it into an industry giant with eight national distribution centers and nearly 1,200 employees. The family sold the majority interest in Edgepark’s parent company in 2010. In 2012, Cardinal Health bought the company for more than $2 billion. Mr. Harrington has a passion for finding entrepreneurial solutions for pressing problems. A major supporter of University Hospitals Case Medical Center in Cleveland, the Harrington Family’s 2008 commitment of $22.6 million established the University Hospitals Harrington Heart & Vascular Institute and is among the largest gifts in the country to a cardiovascular institute. In 2012, the Harrington Family made a catalytic gift of $50 million to establish The Harrington Project for Discovery and Development, a national initiative. This bold new model uses a unique nonprofit and for-profit structure to provide the nation’s best and brightest physician-scientists with the scientific and business support they need to accelerate breakthrough discoveries into medicines. Mr. Harrington is Chairman of BioMotiv, a for-profit company that connects promising medical research to financiers and pharmaceutical companies, and plays an active role in the growth and development of The Harrington Project.

Mr. Ronald G. HarringtonPhilanthropist and Entrepreneur

The Dolan family's ownership of the Cleveland Indians enters its 16th season in 2015, while Paul Dolan begins his second campaign as the primary control person of the franchise after being formally approved by Major League Baseball on Jan. 10, 2013. Paul continues to serve as Chairman and Chief Executive Officer of the Indians, roles that he accepted prior to the 2011 season. He began as Vice President, General Counsel of the Indians upon joining the organization in 2000 and later served as the club's President from 2004-10. Paul was born and raised in nearby Chardon, Ohio and with a B.A. degree from St. Lawrence University in 1980 and received his Juris Doctorate from the University of Notre Dame’s Law School in 1983. Prior to joining the Indians, Paul was a partner at Thrasher, Dinsmore & Dolan, a Chardon, Ohio based law firm. Paul is involved with many philanthropic and civic boards throughout the Northeast Ohio community including Chairman of the Board for Great Lakes Science Center and serving as a board member for The Cleveland Clinic, The Cleveland Foundation, Greater Cleveland Partnership, Playhouse Square Foundation, United Way of Greater Cleveland, Evergreen Cooperatives and Boys and Girls Clubs of Cleveland. He is the co-chairman of the 2015 VeloSano Bike to Cure and co-chair of the Cuyahoga County Public Library System’s Capital Campaign.

Mr. Paul DolanOwner, Chairman and Chief Executive OfficerThe Cleveland Indians

Mr. Stewart Kohl is the CEO of The Riverside Company, a global private equity firm with over $4 billion in assets under management. Since its founding in 1988, Riverside has invested in more than 380 transactions. Stewart serves on the following boards of directors: Oberlin College, the Museum of Contemporary Art Cleveland, and the Board of Trustees of Cleveland Clinic as well as its Wellness Institute Leadership Board. He was inducted into the Ohio Foundation of Independent Colleges Hall of Excellence in 2009. He previously served as Co-Chair of the Building for Hope Capital Campaign of the Center for Families and Children. After spending 15 years as a “Heavy Hitter” participant in the Pan-Mass Challenge bicycle fundraiser, Stewart and his wife Donna became founding donors of VeloSano. Stewart is also the Event Chair of VeloSano, which is a charity bike ride dedicated to eradicating cancer by supporting research at the Cleveland Clinic. The inaugural ride is 2014.

Mr. Stewart KohlChief Executive OfficerThe Riverside Company

Co-Host:6

Mary Ann is the Co-Founder/President of The Memnosyne Institute (known as The Memnosyne Foundation from 2005-2012). She is a frequently requested international speaker, having done so for organizations in Asia, Europe, Africa and the Americas, including serving as the headline speaker for the United Nation’s NEXUS Summit. As a mediator, she led her organization to help successfully negotiate the first alliance in 300 years between the Hopi and Navajo Nations, hosted the mediation for the Liberian Diaspora via the Liberian Truth and Reconciliation Commission as a collaborative effort between Memnosyne and the Interfaith Center of New York where she also serves on the board. She has received numerous awards for her humanitarian work including Women that Soar’s Philanthropy Award and the Aga Khan Foundation’s Appreciation Award. As an artist, she has been recognized by The Buckminster Fuller Institute and honored by AIA as the only non-architect invited to participate in The Pillsbury Peters Fine Art Gallery: AIA “The Art of Architects” Exhibition. She also serves as the Co-Founder/President of the John Philp Thompson Foundation, works with her husband in overseeing the launch of first international chapter of the Memnosyne Institute in Japan, serves on the Advisory Board for the Indigenous Institute of Americas, and for numerous other institutions. Her writing has been published in various magazines, including Philanthropy and Presidency Key Brief.

Ms. Mary Ann Thompson-FrenkPhilanthropist, Social Innovator and Author

Jim Davidson created PeakChange, together with his wife Melanie Davidson, to promote positive impacts of early stage investment companies and funds. With over 20 years of internet technology and entrepreneurial experience, Jim is currently focused on early stage impact-investing, providing capital and serving as an advisor, board member for companies in clean tech, education, environment and international development that leverage innovation and technology to further their social benefit and sustainability missions. Jim serves on the boards of CauseLabs, Girls for a Change, Impact HUB Boulder, Investor's Circle, Think Impact, and Unleesh. Jim's memberships include: Rocky Mountain Venture Club, Toniic, Investor's Circle (Lifetime Member), Impact HUB Boulder (Lifetime Member).

Mr. Jim DavidsonCo-FounderPeakChange

Gloria Nelund co-founded TriLinc Global - a private investment management company dedicated to launching and managing innovative products intended to exponentially increase participation in impact investing after - following a rewarding career as one of the most successful and visible executives in the international asset management industry. She is responsible for leading the Company’s high-level strategy and directing its growth since its founding in 2008. Gloria brings to TriLinc Global more than 30 years of experience in executive management of multi-billion dollar financial institutions, as well as deep expertise in the creation, sales and distribution of investment products. Most recently, Gloria served as CEO of the U.S. Private Wealth Management Division at Deutsche Bank, the world’s fifth largest financial institution. In this capacity, she held fiduciary responsibility for more than $50 billion in investment assets, including more than $20 billion in emerging markets and credit instruments. In addition to her role as divisional CEO, Gloria served as the only female member of the Global Private Wealth Management Executive Committee. Gloria has been a pioneer in the development of social impact products. She was instrumental in making Deutsche Bank a leading institutional supporter of microcredit, creating multiple programs to help Private Wealth Management clients learn about and invest in the sector.

Ms. Gloria S. NelundChairman & Chief Executive OfficerTriLinc Global


Featured Speakers

Thomas J. Graham, MD, is the Chief Innovation Officer of Cleveland Clinic, the technology commercialization and corporate venturing arm of Cleveland Clinic, where he holds the Justice Family Chair in Medical Innovations. Additionally, Dr. Graham is the Vice-Chairman of the Department of Orthopaedic Surgery of Cleveland Clinic in Cleveland, Ohio. As Chief Innovation Officer, Dr. Graham leverages his experience as a serial entrepreneur and one of the Clinic’s most prolific inventors to grow the success that Cleveland Clinic Innovations has established as a world leader in commercializing the creative thought of global academic innovators. Dr. Graham was responsible for establishing the Healthcare Innovation Alliance that promotes collaboration between Academic Medical Centers and Research Universities to develop technologies to improve and extend human life. Dr. Graham has chronicled Cleveland Clinic’s journey to primacy as an innovation crucible in an upcoming book, Innovation the Cleveland Clinic Way: Powering & Practicing Mission-Driven Innovation (McGraw-Hill).

Thomas J. Graham, MDChief Innovation OfficerCleveland Clinic

Co-Host:7

Mubadala is the main investment vehicle for the government of Abu Dhabi and serves under the guidance of its chairman, Sheikh Mohammed bin Zayed bin Sultan Al Nahyan, the Crown Prince of Abu Dhabi. Semih is Associate Director of Mubadala Development Company’s Healthcare Unit, responsible for development and management of Cleveland Clinic Abu Dhabi, National Reference Lab, Tawam Molecular Imaging Centre, Capital Health Visa Screening Centre and Abu Dhabi Telemedicine Centre assets, as well as strategy formation and implementation, acquisitions, and technical and commercial development of projects. Semih also serves as a Board Member of Medical Holding Company, and Chairman of Abu Dhabi Telemedicine Centre. Semih serves as a Member of Global Advisory Council of the ISSCR (International Society for Stem Cell Research) and is also a Member of Policy Advisory Committee at Health Authority Abu Dhabi and Executive Committee and other Board Committees of Cleveland Clinic Abu Dhabi. Semih has a vast experience in healthcare project development, start-ups, innovation and financing on an international scale. Prior joining Mubadala Healthcare, he served as Director of Business Development at Dubai Healthcare City, a multi-billion dollar healthcare cluster development of Dubai Holding.

Mr. Semih SenChairman of the BoardAbu Dhabi Telemedicine CentreAssociate Director of Mubadala Healthcare

Mr. Barry Didato is Chief Investment Officer of The Innovation Institute; a unique accelerator supplying capital, expertise, and partners to amplify the power and impact of human ingenuity and goodwill to save lives and alleviate human suffering worldwide. The Institute is uniquely structured and capitalized to serve and support innovators to grow and become a positive force to meet the needs of a rapidly changing global healthcare industry. Mr. Didato previously served for 14 years as Director of Strategic Investment for the Saudi Royal Family, and their various holding companies. Within that role, Barry headed up global investments, due diligence, mergers and acquisitions, strategic partnerships, cross-border business rollouts and supporting start-ups and building social currency on six continents. Barry received a Master’s Degree in Real Estate focusing on entrepreneurial management, finance and design thinking to accelerate innovation from Harvard University Graduate School of Design in conjunction with Harvard Business School, where he was the recipient of the Aga Khan Fellowship and Gerald D. Hines Fellowship Awards.

Mr. Barry DidatoChief Investment OfficerThe Innovation Institute

Ms. Diane Powell is President and Co-Founder of The Robertson Powell Foundation and a Founding Member of Maverick Collective. As President and Co-Founder of The Robertson Powell Foundation, a recently established private family foundation based in San Francisco, she is charting a course to genuine and lasting improvements in the lives of women through collaboration with other dedicated mission-based organizations. Diane is also a founding member of Maverick Collective, an advocacy and philanthropic initiative of Population Services International (PSI) to improve the health and rights of women and girls worldwide. Through Maverick Collective, she is piloting a program in the Kolda and Sedhiou regions of Senegal to reduce maternal mortality and improve child nutrition. As a Licensed Clinical Social Worker, Diane has used her skills to provide psychotherapy for clients struggling with anxiety, depression, bipolar illness and many other mental health diagnoses. Her previous community projects include leading a task force on alcohol abuse among expat teens in Singapore and founding a bereavement support group for young widows and widowers in Florida.

Ms. Diane PowellClinical Social Worker & Philanthropist


Featured Speakers

Athos II Holdings is a privately-held consulting firm and principal investment company focused on direct and syndicated co-investments with select Single Family Offices and institutional investors globally. He is based in New York. Prior to Athos II Holdings, Mr. Dubey was an Advisor at UBS Financial Services Inc. where he advised Single Family Offices and Major US Institutional Investors on matters of asset management and structuring, direct and co-investing, philanthropy, and family governance. Prior to joining UBS in 2009, he was an Advisor with Citi Family Office and began his career as an Associate for a Single Family Office based in the US and Monaco. Mr. Dubey was the subject of Private Wealth Magazine's March 2013 cover article, "Serving Billionaires in Waiting" , and co-authored the 2014 book Taking the Reins: Insights into the World of Ultra-Wealthy Inheritors, a research-based study of 114 beneficiaries inheriting at least $100 million individually (or $500mm+ in a family office vehicle) on the psychological and behavioral components of inherited wealth. Additionally, h e serves as an Advisor to the Family Office Association's Next Gen Entrepreneurship Program, and has been a featured speaker at the Nexus Global Youth Summit and the Family Office Association. Mr. Dubey is passionate about transformative technology investment and philanthropy focused on neurological research and life sciences, women's health and poverty, and environmental conservation.

Mr. Jared DubeySenior Managing DirectorAthos II Holdings

Co-Host:8

Ms. Sharon ChangSocial Entrepreneur, Impact Investor, and Philanthropist

Steve Shaya, MD is Chief Medical Officer of the Shaya family office owned J&B Medical, one of the nation’s leading specialty medical product supply and distribution companies and founders of the innovative telemedicine company, HealthNetConnect (HNC). HNC’s novel VideoDoc solution provides an innovative virtual clinic that goes beyond video conferencing and consumer devices. J&B Medical serve over 100,000 healthcare professionals and hospitals across the country and have operations in 24 countries around the world. Dr. Shaya is also a member of ‘Pietas’, a global nonprofit dedicated to providing medical solutions for rural and indigenous communities. The Pietas project in Latin America is improving access to high-quality medical treatment via the latest Telemedicine technology and bridging the urban Vs. rural medical treatment gap in Latin America. Pietas Telemedicine solutions will also allow International Organizations (such as WHO) rapidly and cost effectively gather accurate information on the containment and treatment of contagious and pandemic diseases.

Steve Shaya, M.D.Chief Medical OfficerShaya Family Office owned J&B Medical

Marcia is an entrepreneur and former university business professor with 30 years investing in and building high-tech businesses and non-profit organizations. As a philanthropist she dedicates her talents and funding to social justice and women’s health globally, and encourages other women to do the same. Marcia began her philanthropic career by funding and leading a successful constitutional challenge in Kenya on behalf of little girls who had been raped and denied justice. In her homeland of Canada she supports and engages in significant initiatives to address the disappearance and murder of hundreds of aboriginal women. She is also the founding member and donor of two innovative philanthropic partnerships: the Maverick Collective, where she is piloting social franchising clinics in Honduras to address gender-based violence, and Match International Women’s Fund, where she serves as a board and advisory member for investments to women’s activist groups in the Global South. Marcia is the chair of several non-profit committees, including the Major Donors Education Salon Series and the Violence Prevention Advisory and Trafficking Advisory of the Canadian Women’s Foundation. She is also the Co-Chair of the Gender Based Violence Circle at Women Moving Millions. When not travelling for her work and philanthropy, Marcia divides her time between Toronto, Canada and Santa Barbara, California.

Ms. Marcia Cardamore Entrepreneur & PhilanthropistFounder and Executive DirectorPeopleSense Foundation and PeopleSense Inc.

The early chapter of Sharon's career focused more on media and design. She was the Chief Creative Officer of 19 Entertainment, the company behind popular TV shows American Idol and So You Think You Can Dance. Trained as a designer and architect, Sharon applies an urban planning philosophy to everything she does. She is the Founder of Yoxi, a creative sandbox for social innovation. Combining different resource streams such as capital investment, creative talent orchestration, and future-oriented storytelling, Yoxi works with Social Innovation Rockstars to tackle 21st century global challenges. On the investment front, Sharon focuses on disruptive early stage startups with sharp design sensibilities, clearly articulated social missions and financial scalability. Her portfolio companies span sectors including education, health, technology, media and fashion, and reflect emerging global trends such as the quantified self, the maker movement, and the sharing economy. She is passionate about blending the best of venture capital, impact investment, and creative philanthropy to drive toward capitalism 2.0 - a more generous, enlightened, and collaborative socioeconomic paradigm. Sharon is also a Partner at THNK School of Creative Leadership and is the Managing Trustee of TTSL Charitable Foundation; serves on the Board of Trustees of New York University; and is co-founder and board member of a number of media/technology startups, non-profit organizations, and social ventures.


Featured Speakers

Gabriel Brodbar is the Executive Director of the NYU Reynolds Program in Social Entrepreneurship at New York University (www.nyu.edu/reynolds). Among the first cross-university initiatives of its kind, the program works with students from across NYU who seek to realize pattern breaking change of social importance in sustainable and scalable ways. The program also brings significant social entrepreneurial resources to the NYU and NYC communities, including the “Social Entrepreneurship in the 21st Century” Speaker Series, social venture business plan competitions, and new classes in social entrepreneurship. Previously, Gabriel served as the Director of Dartington-i New York, which provided research and practice tools to city and state child welfare and social service systems, with special expertise in performance contracting systems and supportive housing development. He is the former founding Director of the Office of Housing Policy and Development at the New York City Administration for Children’s Services. Previously, Gabriel developed and operated award-winning, drop-out prevention and college preparatory programs for at-risk high school students in Houston and New York City including Upward Bound, AmeriCorps, and Liberty Partnership Programs. Gabriel is a founding member of the Child Welfare League of America’s National Homelessness Advisory Panel.

Mr. Gabriel BrodbarExecutive DirectorNYU Reynolds Program in Social Entrepreneurship

Co-Host:9


Featured Speakers

Dr. Joe O’Neill was credited by President George W. Bush, who named him as his Director of the White House Office of National AIDS Policy in July, 2002, as being the “architect” of his Emergency Plan for AIDS Relief (PEPFAR), the largest public health program directed against a specific disease in world history. PEPFAR is currently providing antiretroviral therapies to 7.7 million people around the world who otherwise would be dying from HIV/AIDS. Dr.O’Neill has served as CEO of a publicly traded biotechnology company, founded and serves as medical director of a start-up company, Life-Span Medical, that is working in the genetic testing space and is a member of the governing board of Fyodor Biotechnologies, an African-led biotechnology company based in Legos and Baltimore that will shortly launch a new and potentially disruptive malaria point of care diagnostic in the West African market. He has served as a professor of medicine and director of global initiatives for the University of Maryland where he initiated and oversaw initiatives that ranged from conducting medical disaster relief in Haiti after the earthquake, delivering HIV/AIDS care in sub-Saharan Africa and establishing on-line training programs for students interested in global health. He has appeared on ABC Nightline, PBS's News Hour and other venues.

Dr. Joe O’NeillPhysician, Health Policy Expert, and CEO Former Director of the White House Office of National AIDS Policy

Ms. Pendergast spent more than 18 years at the US Food and Drug Administration (FDA), serving as Deputy Commissioner and Senior Advisor to the FDA Commissioner and Associate Chief Counsel for Enforcement. Ms. Pendergast is an expert in the regulatory aspects of drug development and is President of Pendergast Consulting, a consulting firm that advises biopharmaceutical companies, patient groups, professional and advocacy organizations, governments and academic and financial institutions. Prior to founding her own firm, Ms. Pendergast was Executive Vice President of Government Affairs at Elan Corporation from 1998 to 2003. Ms. Pendergast is also a board member of AesRx, ARCH Foundation, Impax Laboratories, Inc. and ICON plc.

Ms. Mary Pendergast, J.D., LL.M.President Pendergast ConsultingFormer Deputy Commissioner and Senior Advisor to the FDA Commissioner and Associate Chief Counsel for Enforcement

Jay L. Alberts, Ph.D., is the Director of the Cleveland Clinic Concussion Center and holder of the “Edward F. and Barbara A. Bell Family Endowed Chair.” Dr. Alberts is an Associate Staff member within the Department of Biomedical Engineering and the Director of Clinical Research within the Center for Neurological Restoration. He also is a Principal Investigator within the Functional Electrical Stimulation Center of Excellence at the Louis Stokes VA Medical Center. He also holds an appointment in the Department of Biomedical Engineering at Case Western Reserve University. Prior to joining the Cleveland Clinic, Dr. Alberts was an Assistant Professor in the Department of Applied Physiology at Georgia Institute of Technology. Dr. Alberts research in concussion is focused on understanding the relationship between the biomechanics of the impact force and the behavioral and physiological consequences of these impacts. Dr. Alberts has more than 50 peer-reviewed journal articles and has been continuously funded by NIH since 1998. He was presented with an Alumni Achievement Award from Iowa State University in 2011 for his translational research related to Parkinson’s disease.

Jay L. Alberts, Ph.D.DirectorCleveland Clinic Concussion Center

Baiju R. Shah is Chief Executive Officer of BioMotiv and co-leader of The Harrington Project for Discovery & Development, a $250 million national drug development initiative. The Project’s mission is to accelerate breakthrough discoveries into medicines. It is advancing a portfolio of technologies through an innovative model that efficiently aligns capital and collaborations, including partnerships with disease foundations, Takeda, and Biogen. BioMotiv is the for-profit accelerator company aligned with The Project. Prior to BioMotiv, Mr. Shah was President and CEO of BioEnterprise, a partnership of Case Western Reserve University, Cleveland Clinic, Summa Health System, and University Hospitals. BioEnterprise is a business formation, recruitment and acceleration initiative that directly assists client companies in securing resources and funding to support their growth, and also serves as a catalyst for major industry initiatives such as new capital sources, translational centers, and real estate projects. During Mr. Shah’s decade long tenure, the initiative assisted in the creation, recruitment, and acceleration of more than 110 bioscience companies in Cleveland that collectively attracted $1.3 Billion in new funding, primarily from venture capital and private equity sources. The initiative’s success has been recognized with several national awards and has helped establish the region as a recognized center of bioscience innovation.

Baiju ShahChief Executive Officer, BioMotiv - The Harrington Project for Discovery & Development

Co-Host:10


Featured Speakers

Mr. Peter SamuelsonFounderThe Starlight Children’s Foundation

Mr. Peter Samuelson is an accomplished film producer and in parallel, a serial pro-social entrepreneur. Films produced by Peter Samuelson have been nominated for multiple Academy Awards. In 1999 his strong passion for children’s advocacy led him to co-found First Star, a DC based nonprofit dedicated to improving the lives of America’s abused and neglected children. In 1982, Peter co-founded the Starlight Children’s Foundation—an international charity dedicated to granting wishes for seriously ill children. In 1990 Peter founded with Steven Spielberg and General Norman Schwarzkopf Starbright World, an online social network to educate, encourage and empower children to cope with the medical, emotional and social challenges of their illness. In 2006, Peter founded EDAR, “Everyone Deserves A Roof” to develop and widely distribute through established service agencies a mobile single-user homeless shelter on wheels. Peter has produced two dozen motion pictures including Revenge of the Nerds, Wilde and Arlington Road. Peter is a graduate of the Anderson School of Business at UCLA, and also has a Masters Degree from Cambridge University, England.

Mr. Zac RussellTrusteeRussell Family Foundation

Mr. Zac Russell, Trustee, The Russell Family Foundation is a long time advocate for next generation philanthropy, impact investing, and global social entrepreneurship for non-profits and foundations. The Russell Family Foundation was founded by George F. Russell, Jr; a well-known advocate of diversified global investing he built the Frank Russell Company to become one of the world’s leading investment advisory firm. Zac Russell founded Russallo in 2013, a narrative consulting firm focused on designing and implementing strategic planning, and partnership development using a clients story. Mr. Russell has worked for FOURPOINTS a French international equities fund manager, and with One Nation, an Initiative working with American Muslim communities to end discrimination.

Major General Elder Granger, (retired) President and Chief Executive OfficerThe 5Ps

Major General Elder Granger, (retired) President and Chief Executive Officer, The 5Ps. Major General Granger is currently the President and CEO of The 5Ps, LLC, a health care, education, and leadership consulting organization. Prior to his retirement from the US Army on July 1, 2009, MG Granger served as the Deputy Director and Program Executive Officer of the TRICARE Management Activity, Office of the Assistant Secretary of Defense (Health Affairs), Washington, DC. In this role, he was the principal advisor to the Assistant Secretary of Defense (Health Affairs) on DoD health plan policy and performance. He oversaw the acquisition, operation and integration of DoD’s managed care program within the Military Health System. MG Granger led a staff of 1,800 in planning, budgeting and executing a $22.5 Billion Defense Health Program and in ensuring the effective and efficient provision of high-quality, accessible health,care for 9.2 million Uniformed Service members, their families, retirees and others located worldwide. Prior to joining TRICARE Management Activity, MG Granger led the largest U.S. and multi-national battlefield health system in our recent history while serving as Commander, Task Force 44th Medical Command and Command Surgeon for the Multinational Corps Iraq. He has led at every level of the Army Medical Departmen

Mary Bass serves as Director of Public Policy for the Americans for Cures Foundation. The Americans for Cures Foundation is the non-profit legacy organization behind 2004’s Proposition 71: The California Stem Cell Research and Cures Initiative, which authorized $3 billion for stem cell research funding in California, and established the State’s public funding corporation, the California Institute for Regenerative Medicine (CIRM). Ms. Bass is leading the Americans for Cures Foundation’s major “Report Back to the Public” informational effort. The Americans for Cures Foundation is driving a patient advocate-focused "Report Back to the Public” program across a diverse range of communications channels to promote and drive more public and private funding to support stem cell research. Ms. Bass has been pivotal in the recruitment of Americans for Cures’ Scientific Advisory Board, which is comprised of 21 of California’s top scientists. Ms. Bass is also responsible for outreach to and coordination between the 70+ patient advocacy organizations, the 30+ Nobel Laureates, 150+ elected officials, the 30+ Chambers of Commerce and business and labor groups, and many other key opinion leaders that supported Proposition 71. Additionally, Ms. Bass is focused on researching the economic impact of Proposition 71 in terms of philanthropic leverage, intellectual capital leverage and collaborative network expansion.

Ms. Mary BassDirector of Public Policy Americans for Cures Foundation

Co-Host:11

Fluent in bending conventions and inspiring people to translate ideas into actions, Emily creates and leads impactful innovation projects and companies. Attuned to social and economic trends around her, she couples her intellect with her core strength of being able to relate to and empower people to be unstoppable in the the pursuit of breakthrough ideas. Emily created and launched HeroX - the world's breakthrough platform alongside Peter Diamandis and Christian Cotichini. A spinoff of the XPRIZE, HeroX is a crowdsourcing innovation platform that allows anyone and any organization to launch competitions to solve local and global problems. While at XPRIZE, Fowler directed the design of competitions across a multitude of topic areas. She was also responsible for pioneering an approach called Visioneering, a creative two-day brainstorming process that attracts CEO's, philanthropists, innovators, artists, and entrepreneurs to generate world- changing ideas through the lens of incentivized competitions. Prior to XPRIZE, she a founding member of the conference C2MTL, as well as a Strategist at Montreal-based Sid Lee. Emily has been a guest speaker by invitation of the United States Department of State as well as the Canadian Federal Government. Emily was highlighted as a notable tech entrepreneur in Vivek Wadhwa’s book “Innovating Women”, released in September 2014.

Dr. Ryan Kelly brings technical, intellectual property and commercialization experience to the Innovation Lab, serving as the liaison between The Innovation Institute and its alliance partner, Cleveland Clinic. Prior to joining the team, he worked as a Senior Manager in City of Hope’s Office of Technology Licensing, responsible for commercializing therapeutic, diagnostic, medical device and healthcare IT innovations developed by City of Hope’s clinicians and researchers, with a particular interest in start-up ventures and healthcare IT. He was responsible for evaluating emerging technologies, directing patent prosecution, marketing the portfolio and negotiating license, collaboration and sponsored research agreements, working closely with inventors to throughout the entire process. He also led external business development efforts to establish relationships with academic/industry partners and managed City of Hope’s marketing and licensing internship program. Prior to City of Hope, Ryan worked in The Scripps Research Institute’s Office of Technology Development while training as a postdoctoral fellow in immunology. At Scripps, he was primarily responsible for performing due diligence and market assessments for select technologies in the portfolio.

Ms. Emily FowlerEntrepreneur, StrategistCo-Founder, HeroX

Dr. Ryan KellyDirector, Commercialization & Technology TransferThe Innovation Lab

Dr. Erol Veznedaroglu, MD, FACS, FAANS, FAHA, one of the nation’s most innovative and experienced vascular, dual-trained neurosurgeons, serves as President & Chairman of Global Neurosciences Institute (GNI). He leads a team of fellowship trained and highly experienced neuroscience clinicians providing advanced treatments for brain, spine and tumor neurosurgery, subspecialty neurology and comprehensive pain management. GNI is transforming the way neurologic treatment is delivered to patients in New Jersey and Pennsylvania.

Dr. Erol Veznedaroglu President & ChairmanGlobal Neurosciences Institute (GNI)

Tony is an accomplished investor and business builder and brings over 30 years of highly successful operational, business development, and financial experience in the healthcare marketplace. Since 2001,Tony has served as Chairman of Nascent Enterprises, LLC, a group of medical industry entrepreneurs focused on successful commercialization of promising medical device inventions. From 1987 to 2001, Tony served as Executive Vice president & Chief Financial Officer of Vital Signs, Inc., a publicly held anesthesia, respiratory and sleep apnea medical device business,providing growth strategies to enhance the Company's value through highly focused bolt on acquisitions. Vital Signs was sold to GE Medical in 2008 for $1 billion net of $140 cash on the balance sheet.

Mr. Tony DimunChairmanNascent Enterprises


Featured Speakers

Co-Host:12

Mr. Knowling is a committed philanthropist, impact investor and entrepreneur with over 30 years of experience in the telecommunications and technology sectors, leading companies through periods of high growth and organizational turnaround. Knowling is Chairman of Eagles Landing Partners. ELP. Mr. Knowling served as Chief Executive Officer of Telwares, a JP Morgan Chase/One Equity Partners Private Equity owned company, and Chief Executive Officer of the NYC Leadership Academy, an independent non-profit corporation created by Chancellor Joel I. Klein and Mayor Michael R. Bloomberg. Previously Mr. Knowling served as Chairman and Chief Executive Officer of SimDesk Technologies, Inc. and of Covad Communications; a Private Equity/Venture Capital backed start-up company located in Silicon Valley. Knowling led the Covad through its rapid growth and Initial Public Offering to become the largest and most recognizable brand in the high-speed Internet access industry. Mr. Knowling began his career in 1977 at Indiana Bell which became a part of Ameritech, Knowling reported directly to the Chairman. Mr. Knowling serves on the board of directors for Heidrick & Struggles International, Inc; Bartech and Roper Industries. Mr. Knowling has been a YMCA volunteer for more than 20 years and served as chair of the National Services group for the YMCA. In 2011 Mr. Knowling published his autobiography, “YOU CAN GET THERE FROM HERE: My Journey From Struggle to Success.”

Mr. Robert E. Knowling, Jr.ChairmanEagle Landing Partners

Ms. Kate Roberts is co-founder of the Maverick Collective, a ground-breaking philanthropic and advocacy initiative, in collaboration with PSI, aimed at catalyzing the next wave of social investors to improve the health and rights of girls and women worldwide. Co-chaired by Her Royal Highness Crown Princess of Norway Mette-Marit and Melinda Gates, co-chair of the Bill & Melinda Gates Foundation, the initiative is driving strategic investments that go beyond the checkbook by engaging the time and talents of philanthropists. As senior vice president for corporate partnerships and philanthropy at PSI, Kate also leads the organization’s public-private partnerships and leadership giving strategies. Kate is also the founder of YouthAIDS and Five & Alive, health education and advocacy campaigns implemented by PSI. In 2007, Kate was named “Young Global Leader” by the World Economic Forum, featured as a CNN Hero and received the Jack Valenti AIDS outstanding achievement award. In 2009, she was named one of the Vogue 100 Women. She is a founder and active board member of the Global India Fund and serves on the Global Health Advisory Board of the World Economic Forum.

Ms. Kate RobertsCo-Founder, Maverick CollectiveSVP, Population Services International

Edward W. Holmes, M.D., is a Distinguished Professor of the University of California and Vice Chancellor/Dean Emeritus of Health Sciences at UC San Diego. He is also Executive Deputy Chairman of the Biomedical Research Council and Chairman of the National Medical Research Council, Singapore. Dr. Holmes has served on numerous advisory boards including the National Diabetes and Digestive and Kidney Diseases Advisory Council of the National Institutes of Health, the Board of Directors of Tularik, and the Scientific Advisory Board of GlaxoSmithKline which he chairs. He is a member of the American Society for Clinical Investigation and the Association of American Physicians. He is also a Fellow of the American Association for the Advancement of Science and a member of the Institute of Medicine of the National Academy of Sciences. Dr. Holmes holds a medical degree from the University of Pennsylvania.

Edward W. Holmes, M.D.President and Chief Executive OfficerThe Sanford Consortium for Regenerative Medicine


Featured Speakers

Mr. Richard CohenFounder and Managing DirectorClarion Financial

Richard is Founder and Managing Director of Clarion Financial, the nation’s 5th largest healthcare financing company that focuses on the dental community. Richard is also Managing Director and third-generation owner of Benco Dental Company, the nation’s largest family office owned dental supply and equipment distributor. Richard earned his B.S. in Information Systems from New York University’s Stern School of Business, and has 3 patents currently owned by Microsoft. Richard is a trustee of the Benco Family Foundation, a trustee of WVIA public television and public radio, and he is on the Board of Directors of the United Way of Wyoming Valley. He has mentored five teen residents of Covenant House of New York, and has been a Big Brother through Pennsylvania’s Big Brothers/Big Sisters Program.

Co-Host:13

Ms. Cosmo Fujiyama is a strategist and social impact consultant passionate about citizen engagement, education, and social innovation. Cosmo is the Program Director of the Center for Social Impact Strategy at the University of Pennsylvania. She manages and leads online and residential training programs that help nonprofit leaders, business professionals and social entrepreneurs generate greater social impact. Her areas of expertise include program design, design thinking and organizational strategy. In 2014, Cosmo served as a Fellow at The Governance Lab at New York University, an organization funded the John D. and Catherine T. MacArthur Foundation and the John S. and James L. Knight Foundation that aims to improve people’s lives by changing how they govern using advances in technology and science. She led The GovLab Academy, a free, online community for those interested in teaching and learning how to open their institutions and work more collaboratively to solve public problems that improve people's lives. Cosmo also worked for Ashoka, the world’s largest association of social innovators, identifying social entrepreneurs, and leading Ashoka Youth Venture's partnership with New York University’s Stern School of Business.

Ms. Cosmo FujiyamaProgram DirectorCenter for Social Impact StrategyUniversity of Pennsylvania


Featured Speakers

David is an active early stage investor and founding partner at The Data Guild, an impact investor and incubator based in Palo Alto, California. Prior to The Data Guild, David founded multiple companies in the Big Data and artificial intelligence space and served as part of the executive team that led Jive Software to a successful public offering in 2011. He has led healthcare-related R&D programs with DARPA, Emdeon, Anthem, Nike, Google, CMS, Proteus Digital Health, the U.N. Foundation, and the World Health Organization, creating over $1 billion of market value in sales and exits. Today he serves on multiple startup and non-profit boards, including the World Economic Forum’s Advisory Council, GE Ventures - Healthcare, Johns Hopkins University's $1 billion Individualized Healthcare Initiative, and Accenture's Global Technology Advisory Council. Dr. Gutelius received his B.A. from Principia College and Masters and Ph.D from the Johns Hopkins University.

Mr. David GuteliusCo-Founder and PartnerThe Data Guild

In addition to being a finance guru and social entrepreneur, after working in entertainment, technology, and finance Chid co-founded Liberty & Justice, Africa’s first Fair Trade Certified™ apparel manufacturer. Chid has also served as the Entrepreneur-in-Residence at the University of Liberia’s Monrovia Business Startup Center (BSC). The BSC was founded by Spark, a Dutch NGO, for whom Chid manages the Ignite Fund (Liberia) – an equity investment fund that makes strategic investments in Liberian Pico-cap companies with high growth potential. He also speaks internationally on social entrepreneurship and impact investing – recently at Harvard, Stanford, and Princeton Universities, as well as the Royal Melbourne Institute of Technology in Australia and IE in Madrid, Spain. Chid is a recipient of the 2014 Salzburg Global Fellowship, 2014 Global Innovation Summit Ecosystem Award, 2013 New African Press 50 African Trailblazers under 50, 2011 SVN Social Innovation Award, 2010 Cordes Fellowship, a Yoxi Portfolio SIR (Social Innovation Rockstar) and works as an advisor and board member to a number of high-impact organizations including GIIRS (the Global Impact Investment Rating System), The Liberia Marathon, FACE Africa, and the Opportunity Collaboration.

Mr. Chid LibertyChief Executive Officer and Co-FounderLiberty & Justice

Ms. Stephanie Midgley is a senior investment manager with a dedicated focus on fundamental, long-term investments in the healthcare sector. Stephanie has spent most of her 15 year career managing equity investment portfolios across the life science space, including therapeutics, diagnostics and medtech. Previously, Ms. Midgley served as a Senior Analyst for Point72 Asset Management, formerly known as SAC Capital, a $15 billion asset manager, where she helped manage a $400 million healthcare specific portfolio. During her tenure she helped double the group’s assets under management. Following SAC Capital, Stephanie joined First New York Securities, a $400 million principal investment firm, as a Healthcare Portfolio Manager. She was responsible for all aspects of identifying and managing a market neutral portfolio, with a focus on transformational therapies and technologies in life sciences. Stephanie graduated Cum Laude from Harvard University with a B.S. in Biology and holds a MBA from INSEAD.

Ms. Stephanie MidgleySenior Portfolio Manager, HealthcareFirst New York Securities

Co-Host:14

The Global Alliance for Surgical, Obstetric, Trauma, and Anaesthesia Care (The G4 Alliance) is an advocacy-based organization dedicated to building political priority for surgical care as part of the global development agenda. We provide a collective voice for Member Organizations united in their commitment to supporting increased access to safe, essential surgical, obstetric, trauma, and anesthesia care for all. Ms. Meheš oversees the implementation of the strategic plan developed in conjunction with the interim Board of Directors, and works closely with the G4 Alliance committees, fellows, and volunteers in expanding the work of the Alliance. Prior to joining the G4 Alliance, Mira worked with Johns Hopkins Global Surgical Initiative to advance global surgical care through research, training, programming, and policy-based initiatives. In 2013, Mira coordinated the inaugural World Congress of Surgery, Obstetrics, Trauma and Anaesthesia (WCSOTA), in collaboration with the International College of Surgeons (ICS), the International Federation of Gynecology and Obstetrics (FIGO), the World Federation of Societies of Anaesthesiologists (WFSA), and the International Confederation of Midwives (ICM). She also has a background in public and community health, working in the field of HIV/AIDS, women’s health and policy. Previously, Mira consulted for Public Health Canada and for Women’s Health in Women’s Hands, an NGO with Special Consultative Status to the UN Economic and Social Council.

Ms. Mira MehešDirector of OperationsThe G4 Alliance

Angela serves as a Private Wealth Advisor at UBS Private Wealth Management based in New York focused on implementing values-based (or socially responsible/impact) investments where relevant, family governance, NextGen education, philanthropy, and much more. Angela is engaged in public health and advocates an entrepreneurial approach to solving some of the world's largest problems through her roles as Co-Vice Chairman of the MDG Health Alliance (soon to be SDG Health Alliance) focused on family planning/ reproductive health. She is also on the Board of Trustees of the Doris Duke Charitable Foundation and Grassroot Soccer. Angela also serves on the Advisory Board of Beespace, a non-profit incubator. She was a founding member of the United Nations Foundation Global Entrepreneurs Council of which she is now an emeritus member. Angela also serves on the Advisory Boards of Johnson, Cornell University Business School and Entrepreneurship@Cornell and is a member of the Economic Club of New York and of US-SIF: The Forum for Sustainable and Responsible Investment. Angela is a frequent speaker on these topics, particularly on impact or values-based investing and philanthropy and has guest lectured on the topic at various venues, including at Cornell University.

Ms. Angela Kaya MwanzaPrivate Wealth AdvisorUBS Private Wealth Management


Featured Speakers

Monica Coenraads’ involvement with Rett Syndrome began the day her then two-year-old daughter was diagnosed with the disorder. A year later, in 1999, she co-founded the Rett Syndrome Research Foundation (RSRF) and in 2008 launched Rett Syndrome Research Trust (RSRT). Under Monica’s leadership at RSRF and RSRT $43 million has been raised for Rett Syndrome/MECP2 research. As Executive Director she oversees all aspects of the organization, including day-to-day operations, strategic direction, fundraising and communications. With input from her advisors and the scientific community at large, Monica sets and executes the Trust’s research agenda. RSRF and RSRT stimulated scientific interest and research in Rett Syndrome, culminating with the groundbreaking work in 2007 which demonstrated the first global reversal of symptoms in preclinical models of the disorder. Monica launched the Rett Syndrome Research Trust in late 2008 to pursue the next steps from that milestone. In 2013 she joined the Advisory Council for The Research Acceleration and Innovation Network (TRAIN) of FasterCures. She is a founding trustee of the American Brain Coalition. She was awarded Redbook magazine’s Mother & Shaker Award, alongside Katie Couric and Matilda Raffa Cuomo.

Ms. Monica CoenraadCo-Founder, Trustee, Executive DirectorRett Syndrome Research Trust

Scott Parazynski, M.D.Astronaut, Everest Climber, Physician & InnovatorUniversity Explorer and Professor of Practice Arizona State University

Scott Parazynski, M.D. is a respected and well‐known physician, 5 time NASA space shuttle astronaut, pilot and ‘in his spare time’ summited Mt. Everest. In November 2014 Dr. Parazynski was designated University Explorer and Professor of Practice at Arizona State University, where he aims to help build a world-class institute focused on elevating human performance for elite performers as well as those with disabilities. He is a prolific inventor and product developer, and serves on the Boards of several organizations and companies. Previously he served as Chief Medical Officer and Director, UTMB Center for Polar Medical Operations. Scott is also formerly Chairman of the Board, Challenger Center for Space Science Education, one of the largest and most influential STEM education organizations in the world, engaging over 400,000 school kids each year through hands‐on space simulations. Scott is the recipient of a number of prestigious awards, including: five NASA Spaceflight Medals, two NASA Distinguished Service Medals, two NASA Exceptional Service Medals, and two Vladimir Komarov Diplomas from the Fédération Aéronautique Internationale.

Co-Host:15

Manny is an internationally recognized health advocate who has lived with diabetes since 2002. Between 2007 and 2015, he combined his passions as a technologist and an advocate at Diabetes Hands Foundation (DHF), a nonprofit he co-founded with his wife driven by the belief that no one living with diabetes should feel alone. Under his leadership, DHF became a global hub in diabetes social media, and an influential group in diabetes advocacy that expanded the role that patients had in diabetes policy-making circles. In May 2015, he joined Livongo Health, as Senior Vice President of Member Experience. At Livongo he is responsible for Idustry, Nonprofit and Technology Partnerships, and he heads Product Strategy, as Livongo empowers people with chronic diseases to live better, starting with diabetes. He holds key volunteer roles with International Diabetes Federation, American Diabetes Association, Diabetes Hands Foundation, Diabetes Coalition of California, and other groups.

Mr. Manny HernandezSenior Vice President, Member ExperienceLivongo Health

Dr. Alizadeh founded Mission: Restore, a global health non-profit dedicated to providing surgeons in low resource settings the knowledge, skills and support they need to treat debilitating injuries in their own communities. Dr. Alizadeh has appeared in news media such as CNN, CBS 60 minutes, Discovery Health, Newsweek, Wall Street Journal and The New York Times. Dr. Alizadeh received his MD from Cornell University Medical College and completed his General Surgery and Plastic Surgery training at the University of Chicago Hospitals followed by a year of subspecialty training at Memorial Sloan Kettering Cancer Center and further executive education training at Harvard Business School. Dr. Kaveh Alizadeh is the Chief of Plastic and Reconstructive Surgery at Westchester Medical Center, Associate Professor of Clinical Surgery at New York Medical College and Founder of Mission: Restore. Dr. Alizadeh’s passion for humanitarian work began in the Afghan refugee camps in 1993 and since then he has participated in volunteer surgical missions around the world. In 2009, Dr. Alizadeh’s humanitarian volunteer work earned him the prestigious Ellis Island Medal of Honor.

Kaveh Alizadeh MD, MSc, FACSFounder and ChairmanMission: Restore


Featured Speakers

Amber Nystrom, Co-Founder & Curator, Trinity Nexus; Founding President, DelphÏmpact Foundation Amber is a global systems change architect, social entrepreneur and facilitator of an inclusive economy. She is among the leading pioneers in the fields of impact investing and social enterprise. As a expert in global innovation ecosystem and meta-network design, Amber has for over two decades lead numerous industry first’s in channeling the power of entrepreneurs and markets to address humanity’s great challenges. She has served as Director of Social Entrepreneurship Incubation for the Women’s Technology Cluster (now Astia); the Founder and President of Social Fusion, the first network based global social venture incubator - whose cluster design was propagated across the U.S., Europe, Latin America, and parts of Asia and Africa; and as a Principal in Tendris, a Dutch social venture holding company and PE fund pioneering 21st Century business. A potent advocate, speaker and Master Entelechy Facilitator, Amber has lead nearly 1,000 private and multi-stakeholder systems change sessions on every continent with select impact investment families, firms and development groups with over $3tn in AUM, unlocking well over $10 billion of new capital into impact. She is a committed mindfulness practitioner, and a Hero’s Journey Masters Faculty for global millennials of Watson University; and senior leaders seeking a courageous pathway as 21st century warriors of a conscious world. Her current focus is engaging women, millennials and a $60tn wealth transfer to ignite a Golden Age of Impact.

Ms. Amber NystromCo-Founder & Curator, Trinity NexusFounding President, DelphÏmpact Foundation

Ms. Samantha Surrey is an accomplished investor, asset manager, entrepreneur and scientist. Previously served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences. Samantha has completed transactions in nanotechnology, drug discovery, therapeutics, biotechnology, medical devices in robotic assisted surgery for orthopedics and neurostereotactic surgery and diagnostics. At GlaxoSmithKline Samantha was a member of the Mergers and Acquisitions Worldwide Business Development team where she completed $2.5 billion of transaction in sectors including medical devices, pharmaceuticals and molecular diagnostics. Samantha completed transactions with organizations including include MedImmune, Five Prime, Angiochem, Oncomed, Celgene, Harvard Stem Cell, MD Anderson ($350M Oncology License), and Genentech. Samantha also managed and identified investments for GlaxoSmithKline in compelling life science venture funds, in a ‘fund-of-funds’ capacity. Samantha was also the Managing Partner and Co-founder of the $150 million DMV Ventures & Private Equity Fund New York, NY. Samantha is a graduate of University of Pennsylvania School for Engineering and Applied Science with an M.S.E./M.Eng Masters in Engineering and Applied Science- Biomedical Engineering/M.B. Biotechnology.

Ms. Samantha SurreyManaging Partner and Co-founderDMV Ventures & Private Equity Fund

Co-Host:16

Joseph Foss, MD, is the Director of Clinical Research for General Anesthesiology in the Department of Anesthesiology at Cleveland clinic’s main campus. His specialty interests include clinical research, pain research, and clinical pharmacology, general and ambulatory anesthesia. Dr. Foss earned his medical degree from Brown University School of Medicine in Providence, R.I. He completed a surgical internship at the University of Oregon Health Sciences Center in Portland, Ore. He also completed an anesthesia residency and a clinical pharmacology fellowship at the University of Chicago Hospitals in Chicago, Ill. He is a Diplomate with the American Board of Anesthesiology, and a member of several medical societies, including the American Medical Association, the Ohio Society of Anesthesiologists, the American Society of Anesthesiologists and the International Anesthesia Research Society, among others. Dr. Foss has published a number of articles in peer-reviewed journals on various topics related to anesthesiology and pharmacology. He has also lectured on the topics.

Joseph Foss, MDCleveland Clinic

Dr. Machado is the Director of the Center for Neurological Restoration at the Cleveland Clinic Neurological Institute and the Charles and Christine Carroll Endowed Chair in Functional Neurosurgery. The Center for Neurological Restoration houses all clinical activities related to movement disorders, chronic pain and headaches at Cleveland Clinic Neurological Institute as well as functional and stereotactic neurosurgery, deep brain stimulation and other forms of neuromodulation. Dr. Machado performs deep brain stimulation (DBS) surgery for patients with Parkinson’s disease, tremor, dystonia and obsessive-compulsive disorder as well as surgical procedures for patients with trigeminal neuralgia, intractable pain syndromes and spasticity. Dr. Machado is the program director for education in Stereotactic and Functional Neurosurgery and won the “Teacher of the year award” from the Department of Neurosurgery in 2009. Dr. Machado is Full Staff in the Department of Neurosurgery with Joint Appointments in the Department of Neuroscience and in the Department of Biomedical Engineering at the Cleveland Clinic Lerner Research Institute. He is the current Chairman for the Joint Pain Section of the CNS/AANS and he is a Board Member of the American Society of Stereotactic and Functional Neurosurgery.

Andre Machado, MD, PhDCleveland Clinic

Michael A. Vogelbaum, MD, PhD, FAANS, FACS is a Board Certified Neurosurgeon who is Associate Director of the Rose Ella Burkhardt Brain Tumor and NeuroOncology Center (BTNC) and Director of the BTNC’s Center for Translational Therapeutics at the Cleveland Clinic, where he holds the Robert W. and Kathryn B. Lamborn Chair in NeuroOncology. He also holds the position of Professor of Surgery (Neurosurgery) at the Cleveland Clinic Lerner College of Medicine of Case Western Reserve University. In addition to his active neurosurgery and radiosurgery practice, Dr. Vogelbaum has been Primary Investigator of numerous local and national clinical trials of new drugs and surgical techniques and devices for brain tumors. He has an externally funded basic science and translational research laboratory which focuses on immunobiology of brain tumors, and various aspects of drug delivery to brain tumors. He is currently developing novel devices for delivering therapeutics directly to the brain and introducing them into clinical trial. He is the Founder and Chief Medical Officer of Infuseon Therapeutics, Inc., a company that was spun-off from Cleveland Clinic Innovations to commercialize his therapeutic delivery devices.

Michael A. Vogelbaum, MD, PhDCleveland Clinic


Featured Speakers

Ms. Linda Bernardi is Chief Innovation Officer (globally) at IBM. She focuses on technology disruption as well as the necessary cultural disruption in order to innovate meaningfully at a global scale. The last company which she founded and ran, ConnecTerra, Inc. in Cambridge, MA, challenged the inefficiencies of the barcode technology and pioneered the Radio Frequency Identification technology (RFID) middleware as a superior alternative. Linda is a startup investor and passionate to disrupt deeply in order to innovate meaningfully. As an author of the best seller book, ProVoke, she explores the much needed culture of disruption in order to innovate. As a columnist with the Washington Post, she explores a diverse set of topics around technology, culture, leadership and more. As a speaker, she reaches deep into the fortune 100 companies in order to change the innovation landscape. Her other title at IBM in formally is Chief Disruption Officer! She has worked closely with the Pharmaceutical, biotech, defense, technology and many industry sectors in her career, with a strong emphasis on large scale data and how to use complex information to evolve and improve all areas of innovation. Her not for profit work has had her deeply engaged in astronomy and astrophysics, and has been a member of the board at the SETI Institute (www.SETI.org) and matters relating to women and technology as the founding member of the Anita Borg Institute for over a decade (www.AnitaBorg.org).

Ms. Linda BernardiChief Innovation OfficerIBM

Co-Host:17

Michael C. Wiemann, MD, serves as President of Providence Hospital and Senior Vice President for St. John Providence Health System; a member of Accension the largest non-profit health system in the U.S. In FY2015, Ascension provided $2 billion in care of persons living in poverty and other community benefit programs. More than 150,000 associates and 35,000 affiliated providers serve in 1,900 sites of care – including 131 hospitals and more than 30 senior care facilities – in 24 states and the District of Columbia.

Michael C. Wiemann, MDPresidentProvidence HospitalSenior Vice President St. John Providence Health System

Dr. Slava Akmaev, Ph.D. Senior Vice President and Chief Analytics Officer at Berg. Dr. Akmaev leads Berg's innovative development in "Big Data" for the Healthcare and Pharmaceutical Industry. During his tenure at Berg, he has developed and deployed bAIcis™, Berg Artificial Intelligence Clinical Information System that allows life scientists and clinicians to transition from Big Data to actionable information. Slava works closely with the drug and biomarker development teams and directs research informatics, healthcare analytics, and personalized medicine programs

Dr. Slava Akmaev, Ph.D.Senior Vice PresidentChief Analytics OfficerBerg

Dr. Robert S. LondonSenior Medical DirectorWellCare of South Carolina

Dr. Robert S. London Senior Medical Director, WellCare of South Carolina. In this role, London provides medical leadership for the effective care integration of pharmacy operations, utilization/case/disease management activities and quality improvement activities. Dr. London is a recognized specialist in informatics, medical management, and IT related topics. Previously Dr. London was the national medical director for Walgreens and led the clinical solutions group in the health and wellness business segment.


Featured Speakers

Dr. Nina Hasen, Director, HIV and TB Department, Population Services International, (PSI) directs PSI’s HIV and TB Department, which supports prevention, care and treatment programs in 60 countries across the globe. She believes that PSI’s unique strengths as a marketing organization and our private sector expertise make us uniquely poised to address the toughest challenges in HIV and TB. Nina began her career in grassroots community work, first in London and then the US, where she focused on women’s health, gender-based violence and youth issues. Nina has a PhD from the University of Madison-Wisconsin in Zoology and conducted post-doctoral work on health disparities between African American and European American women in rates of breast cancer. A fellowship with the American Associate for the Advancement of Science brought Nina to Washington, DC in 2009, where she oversaw HIV programs funded through the President’s Emergency Plan for AIDS Relief (PEPFAR).

Dr. Nina HasenDirector, HIV and TB DepartmentPopulation Services International (PSI)

Co-Host:18

Kevin D’Amour, Ph.D.VP, ResearchChief Scientific OfficerViaCyte, Inc.

Kevin D’Amour is an expert in stem cell science, an inventor of ViaCyte’s key patents and a co-author of high profile publications in renowned scientific journals. In addition to leading research advances in the stem cell program, Dr. D’Amour is frequently called upon to address the biological aspects of ViaCyte’s technology platform with regulating bodies, such as the US patent office and the FDA. ViaCyte was the first company to engineer human embryonic stems cells into definitive endoderm, the gatekeeper cells that differentiate into pancreas, liver and other cells, tissues and organs. ViaCyte is currently partnering with the University of California at San Diego to carry out a Proposition 71/CIRM-funded stem cell human clinical trial for Type 1 diabetes. If successful, this groundbreaking clinical trial could have significantly positive implications for Type 1 diabetes; their therapeutic candidate could eliminate the need for daily insulin injections (currently, 11 million insulin shots are administered daily.) Prior to joining ViaCyte, Dr. D’Amour performed pre-doctoral research with Dr. Fred Gage at The Salk Institute where he studied stem cell plasticity in neural stem cells. His past experience also includes a research position at Gen-Probe, Inc. Dr. D’Amour performed undergraduate studies at the University of New Hampshire and earned his Ph.D. in biology at the UC, San Diego.


Featured Speakers

Prof. Amber Miller is the Dean of Science for the Faculty of Arts and Sciences and Professor of Physics at Columbia University, where she has been a member of the faculty since 2002. She has published over 100 articles in the field of early universe cosmology, and her decanal work is focused on enhancing the basic sciences at Columbia and building and strengthening ties between science, engineering, the medical center, and other units in the University. Prof. Miller has also long held an interest in issues on the interface between science and policy. She has taught courses such as "Science, Policy, and Critical Thinking", “Weapons of Mass Destruction”, and “Physics for Poets”. She served as the Chief Science Advisor to the NYPD Counterterrorism Bureau for two years, is currently a member of the Council on Foreign Relations, The Columbia University Committee on Global Thought, and an advisory board member for the Center for Science and Society. Prof. Miller received her BA from U.C. Berkeley in 1995, and her PhD from Princeton in 2000. Honors and awards include a Hubble Fellowship, a NSF Career Award, an Alfred. P. Sloan Fellowship, and a Lenfest Distinguished Faculty Award. She is a fellow of the American Physical Society.

Prof. Amber MillerDean of ScienceFaculty of Arts and Sciences Professor of PhysicsColumbia University

Saralyn Mark, MD, a world renowned leader in women’s health, is an endocrinologist, geriatrician and women’s health specialist. She was the first Senior Medical Advisor to the Office on Women’s Health within the Department of Health and Human Services. She designed the first women’s health fellowship in the US, helped create the National Centers of Leadership in Academic Medicine, the National Centers of Excellence in Women’s Health, and landmark educational campaigns on critical health issues. She has published and delivered over 600 lectures and is a frequent health media expert. Dr. Mark works with agencies, academia, industry and NGOs around the globe. As President of SolaMed Solutions, LLC, Dr. Mark serves as a medical and scientific policy advisor to the White House, NASA and other organizations dedicated to improving health on Earth and in space. She holds 4 academic appointments including at Yale and Kings College-London. She is author of Stellar Medicine: A Journey Through the Universe of Women's Health.

Noelle-Claire LeCann is the Managing Principal of AlphaSource Advisors LLC, a registered investment advisory, and AlphaSource Capital Securities LLC, a securities broker-dealer and signatory of the United Nations Principles of Responsible Investing where she manages a team of investment professionals focused on impact investing. In these roles, Noelle has been responsible for directing all aspects of the business since inception. In 2011, she became a board member and the communications chair for the NY Chapter of the National Association of Securities Professionals, an advocacy group for women and minorities in finance. Prior to founding AlphaSource, she raised assets for a variety of alternative investment strategies and became the New York Regional Director of the Professional Risk Managers’ International Association, a non-profit association focused on setting best practices in risk management.

Ms. Noelle-Claire LeCannPresidentAlphasource Advisors

Saralyn Mark, M.D.Former Sr. Advisor to the White House & HHS Office on Women's HealthPresident, SolaMed Solutions, LLC

Co-Host:19

Ms. Veronika Scott2015 Recipient of the Muhammad Ali Humanitarian Giving AwardFounder, The Empowerment Plan

Veronika is the 2015 recipient of the Muhammad Ali Humanitarian Giving Award as the founder of The Empowerment Plan, an organization that began around a single idea: to design a coat specifically for the homeless. The organization has now transformed into a system of empowerment in which homeless women are paid to learn how to produce coats for people living on the streets, giving them an opportunity to earn money, find a place to live, and gain back their independence. Veronika is an American social entrepreneur and CEO and founder of The Empowerment Plan. By age 23, Scott had already received various awards, including the JFK New Frontier Award (2012), and has been featured at multiple events, including at The United Nations Young Women’s Change Makers Conference (2011) held at the UN Headquarters and at the Clinton Global Initiative (2012).


Featured Speakers

Formerly the Senior Managing Director of Spencer Trask Ventures. Mr. Stern has over 25 years of venture capital and investment banking experience focusing primarily on the life science and technology sectors of the capital markets. Mr. Stern has completed over 100 transactions throughout his career, including private placements, public offerings and mergers and acquisitions, valued in excess of several billion dollars. Mr. Stern currently serves as a Director of Dance Bipharm, Inc., and Matinas BioPharma Holdings, Inc. (OTCBB: MTNB). He is a former Director of InVivo Therapeutics Holdings Corp. (OTCQB: NVIV), Organovo Holdings, Inc. (NYSE MKTS: ONVO), Prolor Biotech (formerly NYSE MKTS: PBTH), and Labstyle Innovations Corporation (OTCQB: DRIO). In 2013, Prolor was acquired by OPKO Health, Inc. (NYSE: OPK) for over $500 million. Mr. Stern has been a keynote speaker and conference panelist nationally on topics ranging from Venture Capital to Alternative Public Offerings. Prior to being Head of Private Equity Banking at Aegis Capital and CEO of SternAegis Ventures, Mr. Stern was the Senior Managing Director at Spencer Trask Ventures from 1997 to 2012 and was at Josephthal & Co., from 1989 to 1997 as Senior Vice President and Managing Director of Private Equity Marketing. Mr. Stern has been a FINRA licensed securities broker since 1987 and a General Securities Principal since 1991.

Mr. Adam K. SternHead of Private Equity Banking Aegis CapitalCEO, SternAegis Ventures.

Cristiano Quintini, MD is a Staff Surgeon in Liver Transplantation and the Department of General Surgery at Cleveland Clinic. He received his medical degree from the Universita’ degli Studi di Bologna in Bologna, Italy, and completed a residency in the General Surgery Residency Program at Universita’ di Modena e Reggio Emilia in Modena, Italy. Dr. Quintini received a fellowship from the University of Miami in abdominal transplant surgery, which he completed at Jackson Memorial Hospital in Miami, Fla. Dr. Quintini then completed an advanced fellowship in living donor liver transplantation at Cleveland Clinic. He is involved in research into small-for-size living donor liver transplantation and ex-vivo organ perfusion. Dr. Quintini joined the staff of Cleveland Clinic in 2006.

Cristiano Quintini, MDLiver Transplant Surgeon,Cleveland Clinic

Mr. John McDaniel is a seasoned health care executive with 26 years experience as the founding Chief Executive Officer of MedStar Health, Columbia, MD. As CEO, Mr. McDaniel grew the Washington Hospital Center (a 900-bed acute, private, not-for-profit tertiary care hospital in Washington, DC with gross patient revenues of $190 million) into the dominant health care provider in the mid-Atlantic region by launching an expansion and diversification plan that successfully accomplished a merger in 1998 of Helix Health in Baltimore, MD and Medlantic Healthcare Group creating today's MedStar Health. MedStar Health is one of the largest and most comprehensive healthcare delivery system in the mid-Atlantic region with annual revenues of over $4 billion, encompassing 25,000 employees, more than 5,000 physicians, nine leading hospitals and other diversified businesses. Mr. McDaniel has a BS in Business Administration from Wittenberg University, an MHA in Health Management & Policy from the University of Michigan and is a Fellow of the American College of Healthcare Executives.

Mr. John P. McDanielChairmanThe Hickory Ridge Group

Co-Host:20

Barry Brust focuses his practice on corporate, commercial and securities law. With extensive transactional and regulatory experience in New York and Los Angeles, Barry has worked on many sophisticated and high-profile mergers and acquisitions, as well as transactions, financings, offerings and strategic business arrangements, for emerging and middle market companies. Barry also has particular experience in the formation and structuring of private investment funds, joint ventures and limited liability companies, and is skilled in advising emerging growth companies from formation through their various stages of growth, including formation, seed and venture capital financing, complex operating and stockholder agreements, employment contracts, and equity incentive arrangements. Barry also counsels and advises companies in connection with reporting requirements, corporate governance, federal and state securities laws, and other issues that commonly arise for companies while operating their businesses, and during the process of corporate and financial transactions.

Mr. Barry A. BrustCounselBakerHostetler

With a background as a defense, regulatory, and registered patent attorney who has also worked as a registered pharmacist, Lee provides his clients with legal counsel that is grounded in first-hand practical experience. Lee’s practice is different from most Washington regulatory practices in that he has firsthand experience assisting his clients who have been confronted with legal issues related to FDA, CMS, DEA, or state regulation. For example, Lee has assisted with issues involving the naming of a drug, clinical trials, marketing, promotions, or advertising of drug and devices. Lee also possesses a strong understanding of the pharmaceutical industry which, combined with his attention to detail and experience working with biologics, medical device, and healthcare companies, gives clients a single source for regulatory and litigation counsel. With post-graduate degrees in finance and business, Lee is also frequently sought out to help expedite corporate deals involving life science and healthcare entities. He also advises private equity and public and private companies in due diligence matters and buy-sell transactions. Lee's ability to smoothly shift between the legal, governmental, and pharmaceutical environments further helps him to efficiently secure operating licenses or assist drug manufacturers avoid compliance actions from governmental agencies. Active with the Drug Quality and Security Act (DQSA), as well as the Federal Food and Drug Administration's (FDA) regulation of pharmacy compounding, Lee speaks and writes on both issues, and is passionate about orchestrating and advocating for pharmacists and pharmacies. Additionally, Lee is the Leader of BakerHostetler's Pharmacy and Reimbursement team.

Mr. Lee H. RosebushPartnerBakerHostetler

Jeff Berg represents investment funds and companies in finance and regulatory matters, with emphasis in the areas of offerings, agency regulations and corporate governance. Jeff’s clients appreciate his dedication and ongoing attention to changing business environments, as well as newly established and updated laws, policies and procedures. He also has significant experience with startup companies, assisting them in their capital and commercial needs. Jeff solves international and cross-border finance issues for clients, and provides guidance for compliance with regulatory agencies. Clients turn to Jeff for information, direction and leadership in international joint ventures, offerings of debt and equity securities, leveraged buyouts, tax matters and litigation support. He provides clients with assistance in structuring and implementing Foreign Corrupt Practices Act compliance programs, which are designed to avoid potential violation and to reduce governmental sanctions should a violation occur.

Mr. Jeffrey P. BergPartnerBakerHostetler


Featured Speakers

Jeff Rosedale loves to work with people and companies at the cutting edge of science and technology. He is a registered U.S. patent lawyer, a Ph.D. chemical engineer, an inventor, a frequent lecturer on intellectual property (IP), a highly-cited author with more than 15 peer-reviewed technical publications, and a business professional. Jeff helps a wide variety of companies develop and protect their IP. His clients include many start-up and early-stage companies in a variety of fields, including biotechnology, pharmaceuticals, medical devices, nanotechnology, advanced materials, 3D printing, electronics, artificial intelligence and computer science. Venture capital and private equity firms call upon Jeff for critically evaluating IP portfolios of target investments. Jeff’s extensive technical background enables him to work well with clients who seek his creativity in developing IP strategies, patent portfolios, and licensing strategies. His clients also look to him for drafting IP-critical agreements such as licenses, joint-development agreements, and joint-venture agreements. Through his many outreach activities with students, scientists, engineers and business professionals at the local and national levels, Jeff maintains a number of strong networks throughout the innovation infrastructure of the United States.

Jeffrey H. Rosedale Ph.D.PartnerBakerHostetler

Co-Host:21

Mr. Navid FarzadPartnerMorgan Noble Healthcare Partners

Mr. Navid Farzad is a Partner at Morgan Noble Healthcare Partners (www.morgannoble.com), a private investment firm based in Washington, D.C. focused exclusively on making equity investments in healthcare services and healthcare technology companies. In particular, Morgan Noble seeks to partner with management teams and invest in companies that strive to Keep Patients Healthy. Mr. Farzad currently serves on the board of directors of Continuum Health Alliance, Mindoula Health and Captify Health in addition to working closely with Privia Health. Prior to joining Morgan Noble, Mr. Farzad was with Enhanced Equity Fund, a healthcare focused private equity firm based in New York. Previously, Mr. Farzad was with the healthcare investment banking group of Lehman Brothers, Ernst & Young’s Transaction Advisory group and Arthur Andersen’s healthcare practice. Mr. Farzad holds an MBA from the NYU Stern School of Business and a Bachelor of Arts from Loyola College.


Featured Speakers

Ms. Ruchita Sinha is a Director on the GE Ventures team based in Menlo Park, CA. In this role, Ruchita helps lead investments and partnerships with healthcare startups. She specializes in innovative partnership models that enable startups to scale and drive growth for GE. Ruchita oversees GE’s investments in Caremerge, HeartFlow, CheckCap, Nanosonics and also serves as an advisor to StartUp Health and Rock Health. Ruchita has more than 15 years healthcare experience in pharma, biotech, medical devices, and healthcare IT. Prior to joining GE, Ruchita was at Pfizer’s Corporate Strategy & Portfolio Management group, and a management consultant with LEK Consulting. Ruchita started her career with Maxygen, an early stage biotech company. She holds an MBA from the University of Chicago, an MS in Cellular and Molecular Biology from the University of Wisconsin-Madison, and a BS in Biochemistry from Mount Holyoke College.

Ms. Ruchita SinhaDirectorGE Ventures

Mr. Don McDaniel is President and CEO of Sage Growth Partners (SGP), a leading health care strategy, technology and go-to-market firm serving the health services, payer, health information technology, medical technology and diagnostic industries. He is a highly-respected strategist, catalyst and health economist, and sought-after speaker, writer, and facilitator. Mr. McDaniel’s expertise lies in the areas of strategy, innovation, applied economics, growth and the strategic deployment of information technology. Prior to his role at SGP, Mr. McDaniel has held executive positions in a number of provider, insurance, BPO and venture organizations, and is also a serial entrepreneur, having driven several start-ups. He’s been a member of the professional faculty in health economics and strategy in The Johns Hopkins University Carey Business School for the past 17 years.

Mr. Don McDanielPresident and CEOSage Growth Partners

Ms. Lisa Suennen is Managing Member of Cardeation Capital, a venture fund sponsored by the American Heart Association. She is also Managing Partner at Venture Valkyrie Consulting, which provides business advisory services to companies, venture capital firms and non-profit organizations in the healthcare field. Lisa is a board member of Beyond Lucid Technologies and Humetrix, and the Dignity Health Foundation. She is an advisory board member at HealthXL, Qualcomm Life and the California Healthcare Foundation and advises several private companies. Lisa also writes Venture Valkyrie, a widely read blog on healthcare and investing and hosts the Tech Tonics podcast. She has recently published her first book: Tech Tonics, Can Passionate Entrepreneurs Heal Healthcare with Technology. Previously Lisa spent 15 years with Psilos Group, a healthcare-focused venture capital firm where she was a co-founder and Partner. Earlier, Lisa helped build Merit Behavioral Care, an $800mm behavioral healthcare company where she held various senior executive roles over nine years from the company’s early start-up days through exit. Previously, Lisa held various positions in the high technology field. Lisa holds undergraduate and graduate degrees from UC Berkeley, where she is now on faculty at the Haas School of Business.

Ms. Lisa SuennenManaging MemberCardeation Capital

Co-Host:22

Yogen Saunthararajah, MD is a Professor of Medicine, Staff Physician and Co-Leader of the Developmental Therapeutics Program for Cleveland Clinic and the NCI-designated Case Comprehensive Cancer Center. He graduated with Distinctions in Medicine and Surgery from the University Of Wales College Of Medicine (Cardiff University), served as a Captain (Military Medicine) in the Singapore Armed Forces, and completed residencies at the University of Hawaii and a Fellowship at the National Institutes of Health in Bethesda, Maryland. The focus of his research group is on using science to develop, new, non-toxic treatments that potently suppress cancer stem cells while sparing the normal stem cells needed for health and life. In addition, Dr. Saunthararajah’s research group is developing better, scientifically rational treatments for diseases of the hemoglobin molecule (sickle cell and thalassemia), which are the most common genetic diseases in man. Dr. Saunthararajah joined the staff of Cleveland Clinic in 2007.

Yogen Saunthararajah, MDAssistant Professor, Department of Radiation and Oncology and Translational Hematology, Cleveland Clinic

D. Geoffrey Vince, PhD, holds The Virginia Lois Kennedy Chair in Biomedical Engineering and Applied Therapeutics and chairs Cleveland Clinic’s Department of Biomedical Engineering (BME). Educated in his native England, Dr. Vince obtained his PhD in biomedical engineering from the University of Liverpool in 1989. He came to Cleveland Clinic as a Postdoctoral Research Fellow in 1992, rising to Associate Staff by 2003. In BME, Dr. Vince and colleagues patented “Virtual Histology™,” a new methodology for imaging the interior of coronary arteries using intravascular ultrasound. For six years Dr. Vince served as Director of Research and then Vice-President of Clinical and Advanced R & D, focusing on the area of technology transfer and intellectual property throughout the world, for Volcano Therapeutics. In 2011, Dr. Vince returned to Cleveland Clinic as Chair of Biomedical Engineering. He is an inventor on more than 60 patents or patent applications in the U.S. and worldwide. In 2015, he was elected a Fellow of the American Institute for Medical and Biological Engineering. His experience in the international corporate world encompasses not only an understanding of the now global interplay of research and clinical innovation but also aspects of corporate and federal funding, as well as venture capital, in bringing new findings and devices to the public. Dr. Vince is currently Cleveland Clinic lead for a collaboration with The Hebrew University of Jerusalem in the area of transformative nanomedicine.

D. Geoffrey Vince, PhDDepartment Chair of Biomedical Engineering, Cleveland Clinic

Stephen R. Grobmyer, MD joined Cleveland Clinic in 2012 as Section Head of Surgical Oncology and Director of the Breast Center and is currently Professor of Surgery at Cleveland Clinic Lerner College of Medicine of Case Western Reserve University. Dr. Grobmyer completed his fellowship in surgical oncology at Memorial Sloan Kettering Cancer Center in 2004 and is formerly the Edward M. Copeland III Chair in Breast Surgical Oncology at University of Florida. He is regarded as an international leader in the use of single dose intra-operative radiation therapy for early stage breast cancer patients. Dr. Grobmyer has been elected to Best Doctors in America every year consecutively since 2007. Dr. Grobmyer’s innovative research focuses on developing new approaches to prevent, diagnose and treat breast cancer through novel technologies. His innovative breast cancer research has been highlighted in The New York Times and National Public Radio.

Stephen Grobmyer, MDChair of Surgical Oncology, Cleveland Clinic


Featured Speakers

Mohamed Abazeed, MD, PhD is an Assistant Professor at Cleveland Clinic Lerner College of Medicine and Associate Staff in Translational Hematology Oncology Research and Radiation Oncology. He obtained his MD and PhD in Biological Chemistry at University of Michigan, was a B. Leonard Holman Research Fellow in Radiation Oncology, and completed his residency at Harvard University in Radiation Oncology. Dr. Abazeed’s research program consists of an ambitious effort to catalogue and target genetic changes that make some cancers sensitive or resistant to therapies. Fundamentally, his group hunts for mutations and other alterations that represent the Achilles’ shield of cancer, with the goal of integrating complex genomic research in a coordinated and easily accessible way for physicians to inform treatment recommendations. Dr. Abazeed joined the staff of Cleveland Clinic in 2013.

Mohamed Abazeed, MD, PhDAssistant Professor, Department of Radiation and Oncology and Translational Hematology, Cleveland Clinic

Co-Host:23


Featured Speakers

Dr. Brian Donley became Chief of Staff and Chief of Clinical Operations of the Cleveland Clinic on January 1, 2015. Dr. Donley is also Professor of Surgery at the Cleveland Clinic Lerner College of Medicine. He joined Cleveland Clinic’s Orthopaedic & Rheumatologic Institute in 1996, serving in various roles over the years, including Vice Chairman of the Department of Orthopaedics and Director of the Foot and Ankle Center. Most recently Dr. Donley has held the role of President of Community Hospitals of the Cleveland Clinic Health System and eighteen Family Health Centers. In 2008 Dr. Donley established and chaired the Cleveland Clinic’s Professional Conduct Committee. He served as President of Lutheran Hospital from January 2012 to October 2013, during which time he led Lutheran Hospital to a Press Ganey Commitment to Excellence Award for Patient Satisfaction. Lutheran Hospital also became ranked as the #3 safest hospital in America by Consumers Report. Dr. Donley was a member of the development team for the Salto Talaris total ankle prosthesis and performed the first-ever surgery with this ankle implant at Cleveland Clinic in 2006. He owns three patents and presently works on the development of a novel intraosseous minimally invasive implant fixation system for the distal extremities. Dr. Donley is also part of a team of orthopaedic consultants for the Cleveland Indians, the Cleveland Cavaliers and the National Hockey League Players’ Association.

Brian G. Donley, M.D. Chief of StaffCleveland Clinic

Mr. Murphy has 20 years of experience in biotechnology, including serving in Product Strategy and Director of Process Development roles at Amgen. He is a co-founder of Organovo and has been responsible for all company operations since 2007. His ten years at Amgen included four years as Global Operations Leader for the largest development program in Amgen’s history, Phase 3 osteoporosis/bone cancer drug denosumab. At Amgen, he also worked to develop several other novel formulation and device products. Prior to Amgen, he played a central role at Alkermes, Inc. on the development team for their first approved product, Nutropin (hGH) Depot. He holds a B.S. in chemical engineering from the Massachusetts Institute of Technology and is an alumnus of the UCLA Anderson School of Management. Mr. Murphy serves as Vice Chairman of the Alliance for Regenerative Medicine, comprised of over 120 member companies, patient advocacy foundations, venture capital firms, and academic research institutes focused on the advancement of regenerative medicine through engagement with government leaders and cooperative efforts.

Mr. Keith MurphyChairman and Chief Executive OfficerOrganovo

Joseph F. Hahn, M.D., MBA, former Chief of Staff of Cleveland Clinic Health Systems was appointed in September, 2005. Dr. Hahn was responsible for the clinical divisions and the institutes, with approximately 3,200 professional staff members. He was also responsible for over 11,000 nurses. In addition, Education, Research and Florida operations report to the Chief of Staff. He is widely regarded throughout the entire Cleveland Clinic as a compassionate clinician and manager. Previous to that appointment, Dr. Hahn was the Chairman of Cleveland Clinic Innovations (CCI). As Chairman of CCI he was responsible for commercialization of all technology developed at the Cleveland Clinic. Dr. Hahn was the longest serving Chairman of Surgery in the history of Cleveland Clinic. As Surgery Chair, he managed an enormous growth in the CCF’s surgical capabilities, ultimately reaching a budget level of more than $600 million with more than 220 surgeons. Six of the surgical departments he was responsible for were rated in the top ten in the United States. Cardiothoracic surgery was ranked #1 for nine years in a row and continues in that position. A noted neurosurgeon, Dr. Hahn has also served as Chairman of the Department of Neurosurgery and the head of the Pediatric Neurosurgery Section.

Joseph Hahn, MDFormer Chief of StaffCleveland Clinic

Dr. Sackier is credited with helping to develop medical technologies including laparoscopic surgery, amniotic stem cells and the first commercial surgical robot, AESOP; brought to market by Computer Motion and which was then incorporated into Intuitive Surgical’s immensely successful Da‐Vinci robotic surgery system (NASDAQ ISRG). Dr Sackier has advised leading family office owned and publicly listed multi-national companies in the pharmaceutical, device and diagnostic sectors including Karl Storz, Applied Medical, Pall Medical, Merck, Novartis and Pfizer on technology development and many aspects of healthcare. Dr. Sackier is a member of the Board of Directors of Charlottesville, VA based Hemoshear, Inc. Additional directorships held by Dr. Sackier include Clinvue and Rex Bionics and he acts as Medical Counsel to the Aircraft Owners and Pilots Association, AOPA. He has served the Board of the American College of Surgeons Foundation, the Larry King Cardiac Foundation, First Star and Steppenwolf and was previously Chairman of Adenosine Therapeutics and founded and funded the Washington Institute of Surgical Endoscopy.

Dr. Jonathan SackierChief Medical OfficerCavendish Global

Co-Host:24


Featured Speakers

Gary Henry is the founder and Executive Director of the non-profit Charlottesville Technology Incubator (CTI) which accelerates the development of startup tech companies. Gary’s early career includes 26 years with General Electric during which he started two businesses. Since 2000 he has been a CEO and COO for startup and growth companies and a founder, principal, and angel investor several times. In 2001 he was named an E&Y Entrepreneur of the Year in Virginia. He is currently President of Sound Pipe, COO of Riogin, and COO and founder of EpoDose.

Gary HenryMentor, Entrepreneur, Angel InvestorCharlottesville Technology Incubator (CTI)

Paul has brought a stream of medical products to market for blue-chip and start-up since the early 90’s. As a consultant, he has developed tools, processes and thought leadership in innovation. Formed in 2010 Clinvue identifies, specifies, assesses and markets new opportunities in medical devices; with Paul acting as ‘quarterback’ through investment, development, approval and commercialization stages. Paul is on faculty at Johns Hopkins University and a guest lecturer at Rice University on innovation.

Paul FearisCEOClinvue

Michael Cook is a partner and the co-chair of the Health Care Group at the law firm of Liles Parker, PLLC. Michael has represented health care clients for more than 35 years on regulatory, business, policy, and strategic planning matters, and also represented the federal regulators of the Medicare and Medicaid programs for more than 7 years at the beginning of his career. Before joining Liles Parker, Michael served as the chair of the DC health care practices for several major national and international law firms. Michael has lectured frequently to audiences of health care providers and practitioners and has served as a guest lecturer at universities on topics involving health care law, policy and business. Michael also has served as an advisor on health care issues to political campaigns and on the transition teams for two Governors of Virginia, and was appointed to the Board of the Department of Medical Assistance Services ("Medicaid") by Governor McAuliffe of Virginia.

Michael CookPartner and Co-chair, Health Care GroupLiles Parker, PLLC

Nicole Fisher is the Founder and CEO at a health care and human rights advising firm, primarily focused on Health Policy, Reform, Medicare, and Medicaid, specifically as they impact vulnerable populations. Nicole runs a Health Innovation and Policy page for Forbes where she advises and highlights companies, ideas and people that are changing the health care landscape. Additionally, she founded and curates a monthly dinner series, A Seat At The Table, that brings together private groups of thought leaders to solve our most pressing health issues off the record. Nicole is also finishing her Ph.D. at the University of North Carolina in the Health Policy and Management Department. Before that, Nicole earned her Master’s degree in Public Policy from the University of Chicago and her undergraduate degree from the University of Missouri. Her writing and talks can be found in several print magazines, journals, and on the United Nations website.

Nicole FisherFounder and CEOHHR Strategies, Inc

Co-Host:25


Featured Speakers

"Dr. John Sampalis, a tenured professor in the Faculty of Medicine at McGill University and the University of Montreal, started JSS Medical Research (JSS) in the mid-80’s as a University-based consulting firm offering medical writing and statistical analysis to the industry. The company has grown, and expanded upon his passion for epidemiology and the foundation of JSS being a true science-based CRO. Throughout his career Dr. Sampalis has received numerous scholarships from provincial and federal funding agencies including the Medical Research Council of Canada, the National Health Development Program and the Fonds de la recherche en santé du Quebec. With over 140 peer-reviewed publications in high ranking journals and more than seven million dollars in research funding, Dr. Sampalis is recognized as one of the leading clinical epidemiologists in the world, and one of the top trauma researchers in Canada. Dr. Sampalis currently holds a Medical Scientist Salary Award from the Medical Research Council of Canada and has previously received numerous prestigious scholarships and awards including the National Health Research and Development Scholar from Health Canada. In addition, he participates as a reviewer for over five leading peer-reviewed journals and as a committee member for provincial and federal funding agencies. As Chief Scientific Officer at JSS Medical Research, he continues to contribute to scientific aspects of the clinical trials in collaboration with the VP, Scientific Affairs team to ensure sound scientific expertise and that data quality and integrity are maintained.

John SampalisCEO and Chief Scientific OfficerJSS Medical Research

Co-Host:26

Featured Speakers

Sunday, October 25th: Cavendish Global Impact Forum Co-hosted by the Cleveland Clinic - The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic

10:00 AM Registration and coffee, The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic

10:30 AM to4:00 PM

Cavendish Innovation Partner Clinic: Answering Mission Critical Questions Main Amphitheater at the Intercontinental Hotel

10.30am: Introduction to Cavendish and its services: Jonathan Sackier

10.45am: How to get the most out of Cavendish Global. A fireside chat with: James Benedict, Alex Charlton, Michael Moffat, Jonathan Sackier, Zac Russell, Isaac Black, Peter Samuelson, Steve Shaya

12pm: Telling your story: presentations, PR & marketing: Jonathan Sackier

12.30pm: Lunch & networking

1.30pm: What is your product, who will buy it and for how much: Paul Fearis

2.30pm: Team and market access • Chair: Jonathan Sackier • Panelists: Nicole Fisher, John Sampalis, Saralyn Mark, Michael Cook, Gary Henry

3.30pm: Summary and Q&A

4pm: Adjourn

Co-Host:27

6:30 PM

Celebration of Cavendish Global Impact Forum, hosted at The Cleveland Museum of Art and Co-Hosted by BakerHostetler: Regarded by many to be one of the world’s most distinguished and comprehensive art museums, the creation of the Cleveland Museum of Art was made possible by the generosity of several accomplished Cleveland based families including Hinman B. Hurlbut, John Huntington, Horace Kelley and Jeptha H. Wade II. .

Guest Speaker: Ms. Jenny Santi is a trusted philanthropy advisor to notable ultra high net worth philanthropists, celebrity activists and foundations worldwide. Jenny Santi was born and raised in Manila in the Philippines; has lived in London, the French Loire Valley and Singapore, and is now based in New York. Santi is a trusted philanthropy advisor to some of the world's most generous philanthropists and celebrity activists, and for five years beginning at only 28, was the Head of Philanthropy Services (Southeast Asia) for the world's largest wealth manager. Her consulting firm Saint & Partners based in Singapore and New York City, serves clients including an Oscar-winning actress and signatories of the Buffett-Gates Giving Pledge. She is the author of “The Giving Way to Happiness: Stories & Science Behind the Life-changing Power of Giving,” coming in October 2015 from Penguin Random House. “I want everyone to embrace the idea that we should give not until it hurts, but until it feels great . I want people to stay on course even though the reality is that giving doesn’t always feel good: donors get disenchanted, many charities are cheerless, many nonprofit workers burn out, and asks get annoying. I people to discover what kind of giving makes them happy and what doesn’t; how to support causes they can be proud of, discover their core values to ensure they’re supporting things that line up with their interests and beliefs, how to avoid scams, and how to engage in other high-impact, non-monetary ways to give.”

A Musical Invitation to “Earth’s Call”: Michael Fitzpatrick, Master Cellist; Founder and Creative Director, Earth’s Call Music Festival. Michael Fitzpatrick is a Cello-soloist and 5-String Electric Cellist at the forefront of musically changing the atmosphere and awakening a climate of compassion in the world. He is the recipient of the Prince Charles Award for Musical Excellence conferred by His Royal Highness the Prince of Wales and the Mahatma Gandhi Award bestowed by the Permanent Mission of India to the United Nations. He has musically collaborated for the past nineteen years with Nobel Peace Prize laureate His Holiness the XIVth Dalai Lama, sharing the world stage as performer and as part of TUNING THE PLANET - the unprecedented East-West musical recording and filming inside the largest cave in the world - United Nations World Heritage Site Mammoth Cave. His Holiness the Dalai Lama stated: “The emotion induced by Michael Fitzpatrick’s music is so powerful, it seems almost verbalized. His sound is Clear Light." Mr. Fitzpatrick has performed as soloist around the world at venues ranging from the Hollywood Bowl, the Jordanian Royal Palace for King Abdullah II, the West Lawn of the United States Capitol, the Aspen Music Festival, the Spoleto Festival of Two Worlds, New York’s Lincoln Center, and most recently as soloist with The Jerusalem Symphony Orchestra, sharing the bill with Academy Award Winner Richard Dreyfuss and led by Maestro Steven Mercurio. His musical studies were at Cleveland Institute of Music, Yale University, Northwestern University, and New York University. Mr. Fitzpatrick presented, performed and served on the Board of Advisors of the Aspen Institute’s Global Initiative on Cultural Diplomacy. Described by The New York Times as possessing “a sense of humour, virtuosity and an ear for musical dialogue” and by NPR/National Public Radio as “an interpreter of the Muse”, Fitzpatrick is the Music Director of the Muhammad Ali Humanitarian Awards - Founder of the band VEHICLE with multi-instrumentalist and fusion musician Rami Yadid - and Founder & Artistic Director of EARTH’S CALL, the global-broadcast event coming to the world in the days ahead.

Sunday, October 25th: Cocktail Reception and Gala Dinner (Black-Tie optional) Hosted at The Cleveland Museum of Art - Key Note Appearance and Book Signing by Ms. Jenny Santi. Co-Hosted by BakerHostetler

Cavendish Global Program

Michael Fitzpatrick Jenny Santi

Co-Host:28

Monday, October 26th: Chairmans Council Roundtable Breakfast - By Invitation

Cavendish Chairmans Council Breakfast Roundtable By Invitation Only

7:15 AM to8:15 AM

The Intercontinental Hotel at the Cleveland Clinic Room 202:

Family Office and Foundation Call-to-Action Roundtable One:

Hosted by Cavendish Global


Family Office and Foundation Call-to-Action Roundtable Two:



Family Office and Foundation Call-to-Action Roundtable Three:



Co-Host:29

08:00 AM Registration and coffee, The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic

08:30 AM to09:15

Welcome: Mr. J. Michael Moffat, Chief Executive Officer, Cavendish Global

Key Note: Thomas J. Graham, MD, is the Chief Innovation Officer of Cleveland Clinic, the technology commercialization and corporate venturing arm of Cleveland Clinic, where he holds the Justice Family Chair in Medical Innovations. Additionally, Dr. Graham is the Vice-Chairman of the Department of Orthopaedic Surgery of Cleveland Clinic in Cleveland, Ohio. As Chief Innovation Officer, Dr. Graham leverages his experience as a serial entrepreneur and one of the Clinic’s most prolific inventors to grow the success that Cleveland Clinic Innovations has established as a world leader in commercializing the creative thought of global academic innovators.Dr. Graham was responsible for establishing the Healthcare Innovation Alliance that promotes collaboration between Academic Medical Centers and Research Universities to develop technologies to improve and extend human life. Dr. Graham has chronicled Cleveland Clinic’s journey to primacy as an innovation crucible in an upcoming book, Innovation the Cleveland Clinic Way: Powering & Practicing Mission-Driven Innovation (McGraw-Hill). medical research to financiers and pharmaceutical companies, and plays an active role in the growth and development of The Harrington Project.

09:15 AM to10:00 AM

Key Note: Smart, Strategic and Impactful Family Philanthropy Mr. Ron Harrington - The Harrington Family of Hudson, Ohio, became the most generous philanthropic family in the history of University Hospitals in 2012 with their gift of $50 million to create the innovative Harrington Discovery Institute, a national initiative to accelerate the transformation of physician-scientists’ medical breakthroughs into life-enhancing and lifesaving new drugs. Since then, the initiative has grown to include The Harrington Project for Discovery & Development, a $250 million US and UK initiative that continues its mission of discovering, developing and accelerating therapeutic breakthroughs by physician-scientists. Ron Harrington, entrepreneur and founder of The Harrington Project and Dr. Jonathan Stamler, recognized by the Ewing Marion Kauffman Foundation for being among the “Top Innovators in America” and Director of The Harrington Discovery Institute, will discuss the evolution of this groundbreaking model of philanthropy that is transforming the landscape of drug discovery and development.Baiju Shah - health care entrepreneur, advisor, and alliance builder who helped launch The Harrington Project and now serves as CEO of its for-profit component, BioMotiv

Moderator: Saralyn Mark, M.D.

10:00 AM to10:30 AM Coffee break and networking

Monday, October 26th: Cavendish Global Impact Forum Co-hosted by the Cleveland Clinic - The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic


Co-Host:30


10:30 AM to

11:45AM

Six Continents Room Plenary One: Cleveland Clinic Innovations - Transforming Neuro Venture Innovation Cleveland Clinic Innovations (CCI) is the commercialization arm of Cleveland Clinic. CCI turns the breakthrough inventions into patient-benefiting medical products. CCI’s disciplined, collaborative, and multifaceted approach has established CCI as a recognized global leader in healthcare corporate venturing. Over the last 10 years 71 companies have been enabled by Cleveland Clinic technology and expertise; nearly three-quarters of these companies have received more than $910 million in equity investment to date. CCI has transacted over 500 licenses and has more than 2,700 patent applications - with 700 issued patents.Neuro Ventures - Cleveland Clinic’s Advancements in Stroke Therapy, Alzheimer’s and Drug Delivery: In this panel, an esteemed group of scientists and innovators will reveal how neurological innovation is fostered at Cleveland Clinic, discuss the technologies behind three Cleveland Clinic spin-offs, and describe the potential patient impact of each innovation.• Moderator: Joseph Hahn, MD, former Chief of Staff,

Cleveland Clinic: In 2003, Dr. Hahn launched Cleveland Clinic Innovations, establishing a means by which Cleveland Clinic doctors could commercialize their medical discoveries. In 2005, Dr. Hahn was appointed him chief of staff by Dr. Cosgrove President and CEO of Cleveland Clinic.

• Joseph Foss, MD, is the Director of Clinical Research for Genera l Anes thes io logy in the Depar tment o f Anesthesiology at Cleveland clinic’s main campus. His specialty interests include clinical research, pain research, and clinical pharmacology, general and ambulatory anesthesia.

• Andre Machado, MD, PhD, is the Director of the Center for Neurological Restoration at the Cleveland Clinic Neurological Institute and the Charles and Christine Carroll Endowed Chair in Functional Neurosurgery. The Center for Neurological Restoration houses all clinical activities related to movement disorders, chronic pain and headaches at Cleveland Clinic Neurological Institute as well as functional and stereotactic neurosurgery, deep brain stimulation and other forms of neuromodulation.

• Michael Vogelbaum, MD, PhD, Cleveland Clinic is a Board Certified Neurosurgeon who is Associate Director of the Rose Ella Burkhardt Brain Tumor and NeuroOncology Center (BTNC) and Director of the BTNC’s Center for Translational Therapeutics at the Cleveland Clinic, where he holds the Robert W. and Kathryn B. Lamborn Chair in NeuroOncology. He also holds the position of Professor of Surgery (Neurosurgery) at the Cleveland Clinic Lerner College of Medicine of Case Western Reserve University.

Room 204 Family Office Plenary Two: "Digitizing Humans and Democratizing Medicine" Big data and the digital health revolution; emerging opportunities for transformational impact on disease prevention, diagnosis, treatment and medical outcomes” Accomplished innovators will reveal how major advances in health care can be accomplished by harnessing the knowledge, insights and capabilities of big-data and the digital health revolution.Moderated by: Steve Shaya, M.D. is Chief Medical Officer of the Shaya family office owned J&B Medical, one of the nation’s leading specialty medical product supply and distribution companies and founders of the innovative telemedicine company, HealthNetConnect (HNC). J&B Medical serve over 100,000 healthcare professionals and hospitals across the country and have operations in 24 countries around the world.Mr. David Gutelius, Co-Founder and Partner, The Data Guild. David is an active early stage investor and founding partner at The Data Guild, an impact investor and incubator based in Palo Alto, California. Prior to The Data Guild, David founded multiple companies in the Big Data and artificial intelligence space and served as part of the executive team that led Jive Software to a successful public offering in 2011.Major General Elder Granger, (retired) President and Chief Executive Officer, The 5Ps. Prior to his retirement from the US Army, MG Granger served as the Deputy Director and Program Executive Officer of the TRICARE Management Activity, Office of the Assistant Secretary of Defense (Health Affairs). MG Granger led a staff of 1,800 in planning, budgeting and executing a $22.5 Billion Defense Health Program and in ensuring the effective and efficient provision of high-quality, accessible health,care for 9.2 million Uniformed Service members, their families, retirees and others located worldwide.Michael C. Wiemann, MD, President, Providence Hospital a member of Accension the largest non-profit health system in the U.S. In FY2015, Ascension provided $2 billion in care of persons living in poverty and other community benefit programs. More than 150,000 associates and 35,000 affiliated providers serve in 1,900 sites of care – including 131 hospitals and more than 30 senior care facilities – in 24 states and the District of Columbia.Dr. Robert S. London Senior Medical Director, WellCare of South Carolina. In this role, London provides medical leadership for the effective care integration of pharmacy operations, utilization/case/disease management activities and quality improvement activities. Dr. London is a recognized specialist in informatics, medical management, and IT related topics. Previously Dr. London was the national medical director for Walgreens and led the clinical solutions group in the health and wellness business segment.Slava Akmaev, Ph.D. Senior Vice President and Chief Analytics Officer at Berg. Dr. Akmaev leads Berg's innovative development in "Big Data" for the Healthcare and Pharmaceutical Industry. During his tenure at Berg, he has developed and deployed bAIcis™, Berg Artificial Intelligence Clinical Information System that allows life scientists and clinicians to transition from Big Data to actionable information. Slava works closely with the drug and biomarker development teams and directs research informatics, healthcare analytics, and personalized medicine programs

Room 207 Family Office Plenary Three: “Ending Extreme Poverty By Investing in Girls’ and Women’s Health” With rapid advances in technology and other innovations, there is enormous potential to solve some of the world’s biggest health challenges, especially for girls and women. From a swab of vinegar that can detect cervical cancer to simple, easy-to-use injectable contraceptives, opportunities abound to address health issues that will transform the lives of women, their families, communities and entire countries.Health investments play a significant role in reducing extreme poverty. Poverty is directly linked to the poor health of women, and the opportunity cost is devastating. Deaths caused by complications during pregnancy and childbirth alone cost the world at least $15 billion in lost productivity each year.This session will offer insights into several innovations bringing greater health and economic opportunities to girls and women in the developing world. It will also highlight the innovators, investors, and leaders who turning great ideas into reality, getting life-saving health products and services to millions who need them. It promises an in- depth discussion on how to be more effective in identifying, launching, and scaling health solutions in the developing world. Moderated by: Ms. Kate Roberts is co-founder of Maverick Collective, a ground-breaking philanthropic and advocacy initiative, in collaboration with Population Services International, (PSI) PSI, aimed at catalyzing the next wave of social investors to improve the health and rights of girls and women worldwide. Co-chaired by Her Royal Highness Crown Princess of Norway Mette-Marit and Melinda Gates, co-chair of the Bill & Melinda Gates Foundation, the initiative is driving strategic investments that go beyond the checkbook by engaging the time and talents of philanthropists.Ms. Diane Powell, President and Co-Founder, The Robertson Powell Foundation and Founding Member Maverick Collective. As President and Co-Founder of The Robertson Powell Foundation, a recently established private family foundation based in San Francisco, she is charting a course to genuine and lasting improvements in the lives of women through collaboration with other dedicated mission-based organizations.Mr. Jared Dubey, Senior Managing Director of Athos II Holdings a privately-held consulting firm and principal investment company focused on direct and syndicated co-investments with select Single Family Offices and institutional investors globally. He is based in New York. Jared was the subject of Private Wealth Magazine's March 2013 cover article, "Serving Billionaires in Waiting" , and co-authored the 2014 book Taking the Reins: Insights into the World of Ultra-Wealthy Inheritors, a research-based study of 114 beneficiaries inheriting at least $100 million individually (or $500mm+ in a family office vehicle) on the psychological and behavioral components of inherited wealth. Dr. Nina Hasen, Director, HIV and TB Department, Population Services International, (PSI) directs PSI’s HIV and TB Department, which supports prevention, care and treatment programs in 60 countries across the globe. She believes that PSI’s unique strengths as a marketing organization and our private sector expertise make us uniquely poised to address the toughest challenges in HIV and TB.


Co-Host:31



11:45 AM to12:45 AM

Six Continents Room Track 1: Groundbreaking Discoveries and Innovations in Cancer by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Moderated by: Scott Parazynski, M.D. Astronaut – Everest Climber – Physician – Innovator. Scott Parazynski, M.D. is a respected and well‐known physician, 5 time NASA space shuttle astronaut, pilot and ‘in his spare time’ summited Mt. Everest.

Benovus Bio-Josh Coughlin, CEO

CancerVacs-Anne K. Vallerga, PhD, President and CFO

Oncolytics Biotech-Brad Thompson, CEO

Room 204 Track 2: Groundbreaking Discoveries and Innovations in Neurological Disease and Diseases of the Central Nervous System by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Ms. Samantha Surrey is an accomplished investor, asset manager, entrepreneur and scientist. Previously served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences. Samantha has completed transactions in nanotechnology, drug discovery, therapeutics, biotechnology, medical devices in robo t i c ass i s t ed su rge r y f o r o r t hoped ics and neurostereotactic surgery and diagnostics

Drexel Neurosciences Institute - Erol Veznedaroglu, MD, FACS, FAANS, FAHA, Director

Myomo - Paul Gudonis, CEO

NeuMedics - Iain Duncan, CEO

Room 207 Track 3: Groundbreaking Discoveries and Innovations in Disease Prevention, Diagnosis and Treatment by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Mr. Richard Lipkin, Partner, Easton Capital, a leading private equity firm focused only on those opportunities that offer services or products that can materially improve the healthcare people receive or reduce its cost.

BioInnovation Capital-Peter Parker, Managing Partner

Tahoe Institute of Rural Health Research- Thomas Hobday, President and James Hood PhD, COO, and Dennis Matthews PhD - CSO

THRIVE Networks - Allison Zimmerman Chadha, India Country Director

11:45 AM to12:45 AM Groundbreaking discoveries and innovations with the potential for transformational impact on disease prevention, diagnosis and treatment:

• Compelling presentations and innovators from by leading researchers, family office foundations and private sector CEO’s.

12:45 PM to2:00 PM

Lunch and Key Note: Mr. Peter Samuelson, Founder, The Starlight Children’s Foundation. Peter is an accomplished film producer and in parallel, a serial pro-social entrepreneur. Films produced by Peter Samuelson have been nominated for multiple Academy Awards. In 1999 his strong passion for children’s advocacy led him to co-found First Star, a DC based nonprofit dedicated to improving the lives of America’s abused and neglected children.In 1982, Peter co-founded the Starlight Children’s Foundation—an international charity dedicated to granting wishes for seriously ill children. In 1990 Peter founded with Steven Spielberg and General Norman Schwarzkopf Starbright World, an online social network to educate, encourage and empower children to cope with the medical, emotional and social challenges of their illness.

Co-Host:32


2:00 PM to 3:15 PM

Amphitheater Family Office Plenary One: “Social Entrepreneurship: Building and Investing in a Sustainable Future “ In this session, you will learn what social entrepreneurship is and isn't, meet three extraordinary change agents playing critical yet highly distinct roles in the space and discover some of the myriad opportunities to engage in social entrepreneurship in a focused and meaningful way. Moderated by: Mr. Gabriel Brodbar, Executive Director, NYU Reynolds Program in Social Entrepreneurship, one of the world’s leading specialty cross-disciplinary programs in social entrepreneurship. • Ms. Sharon Chang, Philanthropist, Social Entrepreneur and Impact Investor. The

early chapter of Sharon's career focused more on media and design. She was the Chief Creative Officer of 19 Entertainment, the company behind popular TV shows American Idol and So You Think You Can Dance. On the investment front, Sharon focuses on disruptive early stage startups with sharp design sensibilities, clearly articulated social missions and financial scalability. Her portfolio companies span sectors including education, health, technology, media and fashion, and reflect emerging global trends such as the quantified self, the maker movement, and the sharing economy.

• Mr. Chid Liberty, Chief Executive Officer and Co-Founder, Liberty & Justice (fashion innovator). In addition to being a finance guru and social entrepreneur, after working in entertainment, technology, and finance Chid co-founded Liberty & Justice, Africa’s first Fair Trade Certified™ apparel manufacturer. Chid has also served as the Entrepreneur-in-Residence at the University of Liberia’s Monrovia Business Startup Center (BSC). The also speaks internationally on social entrepreneurship and impact investing – recently at Harvard, Stanford, and Princeton Universities, as well as the Royal Melbourne Institute of Technology in Australia and IE in Madrid, Spain.

• Cosmo Fujiyama, Program Director, Center for Social Impact Strategy, University of Pennsylvania Ms. Cosmo Fujiyama is a strategist and social impact consultant passionate about citizen engagement, education, and social innovation. Cosmo is the Program Director of the Center for Social Impact Strategy at the University of Pennsylvania. She manages and leads online and residential training programs that help nonprofit leaders, business professionals and social entrepreneurs generate greater social impact. Her areas of expertise include program design, design thinking and organizational strategy.

Six Continents Family Office Plenary Two: “Cavendish Capital: How to successfully finance, build and exit from life science companies” Cavendish Capital, in collaboration with leading family offices, is preparing to launch a life science investment fund in 2016. A panel of accomplished investors and senior members of the BakerHostetler team, will provide insights to the latest trends and best-practices in selecting investment candidates, financing, clinical trials, regulatory considerations, patents, reimbursement, mergers and acquisitions, licensing and IPOs.Moderated by: Mr. Jeffrey P. Berg, Partner, BakerHostetler represents investment funds and companies in finance and regulatory matters, with emphasis in the areas of offerings, agency regulations and corporate governance. Berg solves international and cross-border finance issues for clients and provides guidance for compliance with regulatory agencies, especially the Securities and Exchange Commission.• Ms. Samantha Surrey is an accomplished investor, asset manager, entrepreneur and scientist.

Previously served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences.

• Mr. Lee H. Rosebush, Partner, BakerHostetler has a background as a defense, regulatory, and registered patent attorney and also worked as a registered pharmacist and has firsthand experience assisting his clients who have been confronted with legal issues related to FDA, CMS, DEA, or state regulation.

• Mr. Barry A. Brust, Counsel, BakerHostetler focuses his practice on corporate, commercial, and securities law. With extensive transactional and securities experience in New York and Los Angeles, Barry has worked on many sophisticated and high-profile mergers and acquisitions, as well as transactions, financings, securities offerings and strategic business arrangements for emerging and middle market companies.

• Jeffrey H. Rosedale Ph.D., Partner, BakerHostetler is a registered U.S. patent lawyer, a Ph.D. chemical engineer, an inventor, a frequent lecturer on intellectual property (IP), a highly-cited author with more than 15 peer-reviewed technical publications, and a business professional. Jeff helps a wide variety of companies develop and protect their IP. His clients include many start-up and early-stage companies in a variety of fields, including biotechnology, pharmaceuticals, medical devices, nanotechnology, advanced materials, 3D printing, electronics, artificial intelligence and computer science.


Co-Host:33

3:45 PM Coaches depart promptly for the Cleveland Convention Center and the Cleveland Clinic Innovation Summit: Cavendish Global members will have the privilege of attending the Cleveland Clinic Innovation Summit, as guests of Cleveland Clinic Innovations

4:15 PM to5:00 PM

Key Note Adress: • Mr. Kevin Lobo, Chairman and Chief Executive Officer, Stryker Corporation • Commissioner Mignon Clyburn - Commissioner, Federal Communications Commission

5:45 PM to8:30 PM

Cocktail Reception and dinner hosted by Cleveland Clinic Innovations

Featured Speaker: Elizabeth Anne Holmes, an American entrepreneur and the youngest self-made female billionaire on the 2014 Forbes 400 list, s the CEO of Theranos, a blood test company, which she founded in 2003 at age 19 while she was a chemical engineering major at Stanford University. The company was originally based on her invention and patent for a way to run 30 common lab tests on blood obtained via a fingerstick using microfluidics or "lab-on-a-chip" technology—a much faster and cheaper method than traditional lab testing techniques.

By 2014, the company offered 200 tests, was licensed to operate in every state in the US, and was valued at nearly $10 billion. Theranos has entered into a partnership with drugstore chain Walgreens to build thousands of Wellness Centers (beginning with California and Arizona) offering a full menu of blood tests directly to consumers at a charge that is generally one-quarter to one-tenth of what others charge. As of 2014, Holmes had 18 US patents and 66 non-US patents in her name and is listed as a co-inventor on over one hundred patent applications.

Coaches depart at 8:30 PM to take Cavendish members back to the Intercontinental Hotel at the Cleveland Clinic.



Co-Host:34

Tuesday, October 27th: Chairmans Council Roundtable Breakfast - By Invitation


7:15 AM to8:15 AM

The Intercontinental Hotel at the Cleveland Clinic:










Co-Host:35

08:00 AMRegistration and coffee

08:30 AM to09:00 AM

Welcome, Key Note and Book Signing: Ms. Linda Bernardi is Chief Innovation Officer (globally) at IBM. She focuses on technology disruption as well as the necessary cultural disruption in order to innovate meaningfully at a global scale. The last company which she founded and ran, ConnecTerra, Inc. in Cambridge, MA, challenged the inefficiencies of the barcode technology and pioneered the Radio Frequency Identification technology (RFID) middleware as a superior alternative.Linda is a startup investor and passionate to disrupt deeply in order to innovate meaningfully. As an author of the best seller book, ProVoke, she explores the much needed culture of disruption in order to innovate. As a columnist with the Washington Post, she explores a diverse set of topics around technology, culture, leadership and more. As a speaker, she reaches deep into the fortune 100 companies in order to change the innovation landscape. Her other title at IBM in formally is Chief Disruption Officer!She has worked closely with the Pharmaceutical, biotech, defense, technology and many industry sectors in her career, with a strong emphasis on large scale data and how to use complex information to evolve and improve all areas of innovation. Her not for profit work has had her deeply engaged in astronomy and astrophysics, and has been a member of the board at the SETI Institute (www.SETI.org) and matters relating to women and technology as the founding member of the Anita Borg Institute for over a decade (www.AnitaBorg.org).


Tuesday, October 27th: Cavendish Global Impact Forum Co-hosted by the Cleveland Clinic - The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic

9:15 AM to10:40 AM

Six Continents Track 1: Groundbreaking Discoveries and Innovations in Cardiovascular Disease by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Moderated by: Scott Parazynski, M.D. Astronaut – Everest Climber – Physician – Innovator. Scott Parazynski, M.D. is a respected and well‐known physician, 5 time NASA space shuttle astronaut, pilot and ‘in his spare time’ summited Mt. Everest. In November 2014.

DiaMedica-Rick Pauls, President and CEO Matinas BioPharma-Jerome Jabbour, CBO Resverlogix- Donald McCaffery, President and CEO FlouroPharma- Thom Tulip

Room 204 Track 2: Groundbreaking Discoveries and Innovations Regenerative Medicine by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Ms. Samantha Surrey is an accomplished investor, asset manager, entrepreneur and scientist. Previously served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences. Samantha has completed transactions in nanotechnology, drug discovery, therapeutics, biotechnology, medical devices in robotic assisted surgery for orthopedics and neurostereotactic surgery and diagnostics. Samantha is also an advisor to Goldman Sachs and KKR.

Stemcells Inc- Greg Schiffman, EVP and CFO BioLife Solutions- Mike Rice, CEO Double Helix-Tony Humble, CEO Cloud Pharmaceuticals- Ed Addison, Co-Founder, CEO

Room 207 Track 3: Groundbreaking Discoveries and Innovations in Drug Discovery Platforms by leading researchers, family office foundations and private sector CEO’s.


Caladrius Biosciences- David Mazzo, PhD, CEO Hemoshear- James Powers, CEO Galectin- Jim Czirr, Executive Chairman SynVivo- C. Richard Piazza, President and CEO

09:15 AM to10:40 AM Groundbreaking discoveries and innovations with the potential for transformational impact on disease prevention, diagnosis and treatment:

• Compelling presentations and innovators from by leading researchers, family office foundations and private sector CEO’s.

10:40 AM to11:10 AM Coffee break and networking

http://www.AnitaBorg.org

Co-Host:36



11:10AM

to

12:30 PM

Six Continents Family Office Plenary One: “The Regenerative Medicine Revolution: Major advances in financing discovery, development and commercialization” Accomplished investors and innovators will reveal how major advances in regenerative medicine are transforming disease prevention, diagnosis and treatment - today and in the near future. Moderated by: Cindy Lander, Partner Nascent Enterprises, Cynthia Lander, PhD, is a successful entrepreneur who has created, invested in and advised a variety of innovative start-up companies in the biotechnology, diagnostics and medical device industries. Cynthia has over 20 years of research, investment and leadership experience. • Ms. Samantha Surrey is an accomplished investor, entrepreneur and scientist. Samantha previously

served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences. At GlaxoSmithKline Samantha was a member of the Mergers and Acquisitions Worldwide Business Development team where she completed $2.5 billion of transactions.

• Edward W. Holmes, M.D., President and Chief Executive Officer, The Sanford Consortium for Regenerative Medicine. Dr. Holmes Edward W. Holmes, M.D., is a Distinguished Professor of the University of California and Vice Chancellor/Dean Emeritus of Health Sciences at UC San Diego. He is also Executive Deputy Chairman of the Biomedical Research Council and Chairman of the National Medical Research Council, Singapore. Dr. Holmes has served on advisory boards including the National Diabetes and Digestive and Kidney Diseases Advisory Council of the National Institutes of Health, and the Scientific Advisory Board of GlaxoSmithKline which he chairs.

• Mr. Tony Dimun, Chairman Nascent Enterprises. Tony is an accomplished investor and business builder and brings over 30 years of highly successful operational, business development, and financial experience in the healthcare marketplace; Tony has had notable investment successes in regenerative medicine.

• Mr. Adam Stern, Head of Private Equity Banking at Aegis Capital and CEO of SternAegis Ventures, has over 25 years of venture capital and investment banking experience focusing primarily on the life science and technology sectors of the capital markets. Mr. Stern has completed over 100 transactions throughout his career, including private placements, public offerings and mergers and acquisitions, valued in excess of several billion dollars.

• Mr. Keith Murphy, Chairman and Chief Executive Officer, has 20 years of experience in biotechnology, including serving in Product Strategy and Director of Process Development roles at Amgen. He is a co-founder of Organovo and has been responsible for all company operations since 2007. His ten years at Amgen included four years as Global Operations Leader for the largest development program in Amgen’s history, Phase 3 osteoporosis/bone cancer drug denosumab.

Room 204 Family Office Plenary Two: “The new frontier of funding, developing and commercializing innovative therapeutics.” Leading investors, philanthropists and regulatory experts will provide insights to factors critical to successful funding, development and commercialization of therapeutics.Moderated by: Ms. Stephanie Midgley has over a decade of experience investing in companies across the entire healthcare sector, from life sciences to health services to medical technologies. She worked as a healthcare analyst at investment firm SAC Capital for a number of years before moving to First New York to manage an investment portfolio focused on healthcare. • Ms. Monica Coenraad, Co-Founder, Trustee, Executive Director, Rett Syndrome

Research Trust; under Monica’s leadership at RSRF and RSRT $43 million has been raised for Rett Syndrome/MECP2 research. As Executive Director she oversees all aspects of the organization, including day-to-day operations, strategic direction, fundraising and communications. With input from her advisors and the scientific community at large, Monica sets and executes the Trust’s research agenda.

• Ms. Mary Pendergast, J.D., LL.M., Former Deputy Commissioner and Senior Advisor to the FDA Commissioner and Associate Chief Counsel for Enforcement. Ms. Pendergast is an expert in the regulatory aspects of drug development and is President of Pendergast Consulting, a consulting firm that advises biopharmaceutical companies, patient groups, professional and advocacy organizations, governments and academic and financial institutions.

• Prof. Amber Miller, Dean of Science, Faculty of Arts and Sciences / Professor of Physics, Columbia University. She has published over 100 articles in the field of early universe cosmology, and her decanal work is focused on enhancing the basic sciences at Columbia and building and strengthening ties between science, engineering, the medical center, and other units in the University. Prof. Miller has also long held an interest in issues on the interface between science and policy.

Co-Host:37



11:10AM

to

12:30 PM

Room 207 Family Office Plenary Three: “The exponential impacts of collaboration”. A world-class panel of healthcare innovation experts and impact investors provide compelling demonstrations and a uniquely informative interactive panel discussion on new models creating exponential impacts to accelerate and derisk innovation and amplify impact investor returns. Moderated by: Mr. Barry Didato is Chief Investment Officer of The Innovation Institute; a unique accelerator supplying capital, expertise, and partners to amplify the power and impact of human ingenuity and goodwill to save lives and alleviate human suffering worldwide. The Institute is uniquely structured and capitalized to serve and support innovators to grow and become a positive force to meet the needs of a rapidly changing global healthcare industry. Mr. Didato previously served for 14 years as Director of Strategic Investment for the Saudi Royal Family, and their various holding companies.• Scott Parazynski, M.D. is a respected and well‐known physician, 5 time NASA space shuttle

astronaut, pilot and ‘in his spare time’ summited Mt. Everest. In November 2014 Dr. Parazynski was designated University Explorer and Professor of Practice at Arizona State University, where he aims to help build a world-class institute focused on elevating human performance for elite performers as well as those with disabilities. He is a prolific inventor and product developer, and serves on the Boards of several organizations and companies. Previously he served as Chief Medical Officer and Director, UTMB Center for Polar Medical Operations.

• Dr. Ryan Kelly brings technical, intellectual property and commercialization experience to the Innovation Lab, serving as the liaison between The Innovation Institute and its alliance partner, Cleveland Clinic.

• Ms. Emily Fowler, with visionary Peter Diamandis and serial entrepreneur Christian Cotichini, is the co-founder of HeroX. A spinoff of the XPRIZE, HeroX is a crowdsourcing innovation platform that allows anyone and any organization to launch competitions to solve local and global problems.

• Mr. Semih Sen, Chairman of the Board, Abu Dhabi Telemedicine Centre, Associate Director of Mubadala Healthcare. Mubadala is the main investment vehicle for the government of Abu Dhabi and serves under the guidance of its chairman, Sheikh Mohammed bin Zayed bin Sultan Al Nahyan, the Crown Prince of Abu Dhabi.

Amphitheater Family Office Plenary Four "How the industrialization of healthcare is accelerating capital formation, growth and new business models in the Provider/Payor community – a look at 2016 and beyond” The myriad of issues that have prevented the U.S. health care industry from continuous gains in cost effectiveness, quality and safety are well documented. Health care is now entering its industrial revolution fueled by emerging trends that are leading to a new paradigm of sustainable health care organizations. This compelling panel discussion will explore how the roles of key incumbent actors, including physicians, community-centered health homes and health plans will be impacted and challenged by “Industrialization” events including process standardization, information integration, supply chain rationalization, consumer sovereignty and price/cost comparison. The panelists will speak to the impact of an aging population, high-risk, high-cost patients, labor market issues, consumer sovereignty (or lack thereof), the globalization of healthcare, the instability of public sector entitlement programs and how innovation and investment is driving new models for growth now and into the future.Moderated by: Mr. Don McDaniel is President and CEO of Sage Growth Partners (SGP), a leading health care strategy, technology and go-to-market firm serving the health services, payer, health information technology, medical technology and diagnostic industries. He is a highly-respected • Ms. Ruchita Sinha, Director, GE Ventures; Ms. Sinha is a Director on the GE Ventures team

based in Menlo Park, CA. In this role, Ruchita helps lead investments and partnerships with healthcare startups. She specializes in innovative partnership models that enable startups to scale and drive growth for GE. Ruchita oversees GE’s investments in Caremerge, HeartFlow, CheckCap, Nanosonics and also serves as an advisor to StartUp Health and Rock Health. Ruchita has more than 15 years healthcare experience in pharma, biotech, medical devices, and healthcare IT. Prior to joining GE, Ruchita was at Pfizer’s Corporate Strategy & Portfolio Management group.

• Mr. Navid Farzad is a Partner at Morgan Noble Healthcare Partners, a private investment firm based in Washington, D.C. focused exclusively on making equity investments in healthcare services and healthcare technology companies. Mr. Farzad currently serves on the board of directors of Continuum Health Alliance, Mindoula Health and Captify Health in addition to working closely with Privia Health.

• Ms. Lisa Suennen is Managing Member of Cardeation Capital, a venture fund sponsored by the American Heart Association. She is also Managing Partner at Venture Valkyrie Consulting, which provides business advisory services to companies, venture capital firms and non-profit organizations in the healthcare field. Lisa is a board member of Beyond Lucid Technologies and Humetrix, and the Dignity Health Foundation. She is an advisory board member at HealthXL, Qualcomm Life and the California Healthcare Foundation and advises several private companies.

• Mr. John P. McDaniel, Chairman, The Hickory Ridge Group. Mr. McDaniel is a seasoned health care executive with 26 years experience as the founding Chief Executive Officer of MedStar Health, Columbia, MD.

Co-Host:38

12:30 PM to2:15 PM

Lunch and Key Note Guests: • Mr. Paul Dolan: Owner, Chairman and Chief Executive Officer, The Cleveland Indians • Mr. Stewart Kohl, Chief Executive Officer, The Riverside Company

2:15 PM to3:35 PM

Groundbreaking discoveries and innovations with the potential for transformational impact on disease prevention, diagnosis and treatment: • Compelling presentations and innovators from by leading researchers, family office foundations and private sector CEO’s.



2:15 PM to3:35 PM

Six Continents Track 1: Groundbreaking Discoveries and Innovations in Respiratory Diseases and Infectious Diseases by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Saralyn Mark, MD, a world renowned leader in women’s health, endocrinologist, geriatrician and women’s health specialist; Dr. Mark was the first Senior Medical Advisor to the Office on Women’s Health within the Department of Health and Human Services.

Alitar- Frank Koos, SVP Business Development

Sparo Labs- Abby Cohen and Andrew Brimer, Co-Founders

DesignMedix- Sandra Shotwell, PhD, CEO

Areas- Ann Ginberg, CMO

Room 204 Track 2: Groundbreaking Discoveries and Innovations in Surgery and by leading researchers, family office foundations and private sector CEO’s.

Moderated by: Ms. Samantha Surrey is an accomplished investor, asset manager, entrepreneur and scientist. Previously served as Managing Partner, Bioscience Managers Limited in London, UK - a $750 million Venture/Private Equity Fund focused on the life sciences. Samantha has completed transactions in nanotechnology, drug discovery, therapeutics, biotechnology, medical devices in ro b o t i c a s s i s t e d s u rg e r y f o r o r t h o p e d i c s a n d neurostereotactic surgery and diagnostics.

Plasmology4- Robert Hummer, CEO

FAST BioMedical- Joe Moldoon, CEO

Room 207 Track 3: Groundbreaking Discoveries and Innovations in Cancer and by leading researchers, family office foundations and private sector CEO’s.


TOMA Biosciences- Wolfgang Daum, CEO

Viator CTC Solutions- Ilan Reich, Founder and CEO

ImmunoCellular- Andrew Gengos, President and CEO

3:35 PM to4:05 PM

Coffee break and networking

Co-Host:39

4:05 PM to5:20 PM

Six Continents Family Office Plenary One: “Billion Dollar Funding Programs: The Impact of Patient Advocacy on Regenerative Medicine”. A world-class panel will reveal that Regenerative Medicine offers a promising solution to the exponentially increasing human and economic costs of chronic disease. The field of regenerative medicine—including stem cell research and genomics—represents an enormous historical opportunity as a medical revolution. This is a tipping point in history to reduce human suffering and improve the human condition. Moderated by: Mary Bass serves as Director of Public Policy for the Americans for Cures Foundation. The Americans for Cures Foundation is the non-profit legacy organization behind 2004’s Proposition 71: The California Stem Cell Research and Cures Initiative, which authorized $3 billion for stem cell research funding in California, and established the State’s public funding corporation, the California Institute for Regenerative Medicine (CIRM)• Dr. Joe O’Neill - Physician, Health Policy Expert, and CEO, Former Director of the White

House Office of National AIDS Policy. Dr. Joe O’Neill was credited by President George W. Bush, who named him as his Director of the White House Office of National AIDS Policy in July, 2002, as being the “architect” of his Emergency Plan for AIDS Relief (PEPFAR), the largest public health program directed against a specific disease in world history. PEPFAR is currently providing antiretroviral therapies to 7.7 million people around the world who otherwise would be dying from HIV/AIDS. Dr.O’Neill has served as CEO of a publicly traded biotechnology company, founded and serves as medical director of a start-up company, and is a member of the governing board of Fyodor Biotechnologies.

• Mr. Manny Hernandez is the Senior Vice President of Member Experience at Livongo Health. Manny is an internationally recognized health advocate who has lived with diabetes since 2002. Between 2007 and 2015, he combined his passions as a technologist and an advocate at Diabetes Hands Foundation (DHF), a nonprofit he co-founded with his wife driven by the belief that no one living with diabetes should feel alone. Under his leadership, DHF became a global hub in diabetes social media, and an influential group in diabetes advocacy that expanded the role that patients had in diabetes policy-making circles.

• Kevin D’Amour, Ph.D., Vice President, Research, Chief Scientific Officer ViaCyte, Inc.. Kevin D’Amour, Ph.D. is an expert in stem cell science, an inventor of ViaCyte’s key patents and a co-author of high profile publications in renowned scientific journals. In addition to leading research advances in the stem cell program, Dr. D’Amour is frequently called upon to address the biological aspects of ViaCyte’s technology platform with regulating bodies, such as the US patent office and the FDA.

Room 204 Plenary Two: “Innovations in Treatment – Technology, medications, and techniques that can impact everything from cancer to organ transplantation” This diverse panel of physician-scientists will share current initiatives that focus on how to offer more innovative treatment options to patients across a myriad of specialties. Topics will cover non-toxic chemotherapy, perfusion in organ transplantation, tackling drug resistance through patient-derived tumor xenografts, the microbiome and human breast cancer, and a collaboration with The Hebrew University of Jerusalem focused on the use of nanotechnology. Each project will illustrate the collaborative model of Cleveland Clinic and the desire to take new innovations from the bench to the bedside as quickly and safely as possible. Moderated by: Brian Donley, MD, Chief of Staff, Cleveland Clinic became Chief of Staff and Chief of Clinical Operations of the Cleveland Clinic on January 1, 2015. Dr. Donley is also Professor of Surgery at the Cleveland Clinic Lerner College of Medicine. • Stephen R. Grobmyer, MD, Chair of Surgical Oncology, Cleveland Clinic, completed his

fellowship in surgical oncology at Memorial Sloan Kettering Cancer Center in 2004. Formerly, the Edward M. Copeland III Chair in Surgical Oncology at University of Florida; in 2012 he became Section Head of Surgical Oncology and Director of the Breast Center at Cleveland Clinic in Cleveland, Ohio.

• Mohamed Abazeed, MD, Assistant Professor, Department of Radiation and Oncology and Translational Hematology, Cleveland Clinic, received his medical and doctoral degrees from the University of Michigan in Ann Arbor, Michigan and completed his residency training in Radiation Oncology at the Harvard Radiation Oncology Program in Boston, Massachusetts. In addition to being eminently trained in clinical care, he is engaged in an ambitious program to develop personalized treatments that reflect our patients’ uniqueness.

• D. Geoffrey Vince, PhD, Department Chair of Biomedical Engineering, Cleveland Clinic, Dr. Vince’s team is developing mathematical algorithms based upon quantitative ultrasound and acoustic radiation force impulse imaging that can do more to analyze ultrasound images of carotid arteries. The new system creates a spectrum where different colors indicate where and how bad the plaque build-up is by using information from scattered ultrasound points that is obtained but not considered during the creation of standard ultrasound images.

• Yogen Saunthararajah, MD, Co-Leader of the Cancer Developmental Therapeutics Program for Cleveland Clinic, is Staff in the Department of Hematologic Oncology and Blood Disorders at Cleveland Clinic, a Professor of Medicine, and Co-Leader of the Developmental Therapeutics Program of the Case Comprehensive Cancer Center.

• Cristiano Quintini, MD, Liver Transplant Surgeon, Cleveland Clinic, is involved in research into small-for-size living donor liver transplantation and intestinal failure as well as ex-vivo organ perfusion and advanced liver tumor surgery. Dr. Quintini then completed an advanced fellowship in living donor liver transplantation, which he received from Cleveland Clinic in Cleveland, Ohio.



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6:45 PMThe Rock and Roll Hall of Fame, Co-Hosted by BakerHostetler: Cavendish Members will have the privilege of a memorable evening at Rock and Roll Hall of Fame; open only to members of the Cavendish community the event will include diner, entertainment by accomplished musicians and a private tour of the Rock and Roll Hall of Fame.

Tuesday, October 27th: Cavendish Cocktail Reception, Dinner, Live Entertainment and Private Tour of the Rock and Roll Hall of Fame, Co-Hosted by BakerHostetler


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Wednesday, October 28th: Chairmans Council Roundtable Breakfast - By Invitation


7:15 AM to8:15 AM











Co-Host:42

08:30 AM Registration and coffee

09:00 AMto 10:30 AM

Family Office Plenary: "The Rise of the Triple Revolution: How Women, Gen Y and a $60 Trillion Positive Wealth Transfer Will Usher a Golden Age of Philanthropy and Impact” This is an active peer dialogue with families and family office leaders who are pioneering a new frontier in impact investing at transformative scale. The purpose of this peer-to-peer dialogue is to advance knowledge; offer leading edge impact capital opportunities; and enable families, funds, institutions and entrepreneurs to more effectively engage in a rising triple revolution that holds the world’s largest potential for ensuring a tectonic shift in capital markets – for the good. Women are the largest emerging market on the planet; millennials are turning old ways of thinking, leading and capitalizing change. Both prioritize sustainability and impact. Over the next decades women and Gen Y millennials will inherit a massive $60 trillion wealth transfer, the largest in economic history. Together this triple revolution could change history. This panel dialogue will expand knowledge of this historic capital and impact alignment; look at specific industry leading capital vehicles and consider how we as a larger impact community contribute to and benefit from this triple revolution. Our timely opportunity is to collectively unlock a Golden Age of Philanthropy and Impact.Panel Moderator: Ms. Amber Nystrom, Co-Founder & Curator, Trinity Nexus; Founding President, DelphÏmpact Foundation. Amber is a global systems change architect, social entrepreneur and facilitator of an inclusive economy. She is among the leading pioneers in the fields of impact investing and social enterprise. As a expert in global innovation ecosystem and meta-network design, Amber has for over two decades lead numerous industry first’s in channeling the power of entrepreneurs and markets to address humanity’s great challenges.Mr. Jim Davidson, Private Investor; Advisor; Co-Founding Principal, Peak Change. Jim created Peak Change with his wife Melanie Pease-Davidson to promote positive impacts of early stage investment companies and funds. With over 20 years of internet technology and entrepreneurial experience, Jim is currently focused on early stage impact-investing, providing capital and serving as an advisor and board member for companies in clean tech, education, environment and international development that leverage innovation and technology to further their social benefit and sustainability missions.Mr. Jared Dubey, Senior Managing Director of Athos II Holdings a privately-held consulting firm and principal investment company focused on direct and syndicated co-investments with select Single Family Offices and institutional investors globally. He is based in New York. Jared was the subject of Private Wealth Magazine's March 2013 cover article, "Serving Billionaires in Waiting" , and co-authored the 2014 book Taking the Reins: Insights into the World of Ultra-Wealthy Inheritors, a research-based study of 114 beneficiaries inheriting at least $100 million individually (or $500mm+ in a family office vehicle) on the psychological and behavioral components of inherited wealth. Noelle-Claire LeCann, President, Alphasource Advisors is the Managing Principal of Alphasource Advisors a registered investment advisory, and AlphaSource Capital Securities LLC, a securities broker-dealer and signatory of the United Nations Principles of Responsible Investing where she manages a team of investment professionals focused on impact investing. Noelle-Claire is a member of 100 Women in Hedge Funds; and in 2011, she became a board member and the communications chair for the NY Chapter of the National Association of Securities Professionals, an advocacy group for women and minorities in finance.Gloria S. Nelund is Chairman and Chief Executive Officer of TriLinc Global and is Chairman, Chief Executive Officer, and President of the TriLinc Global Impact Fund. Prior to founding TriLinc Global LLC in 2008, Ms. Nelund spent her career as a high level executive in the international Asset Management Industry. Most recently, Ms. Nelund served as Head of the U.S. Private Wealth Management Division at Deutsche Bank, the world’s fifth largest financial institution. Mary-Ann Thompson-Frenk, Co-Founder/President of The Memnosyne Institute and is a frequently requested international speaker, having done so for organizations in Asia, Europe, Africa and the Americas, including serving as the headline speaker for the United Nation’s NEXUS Summit in 2011. In November of 2012 she served as the headline speaker for Australia’s Gr8 Women’s international online broadcast to thousands of women worldwide. As a mediator, she led her organization to help successfully negotiate the first alliance in 300 years between the Hopi and Navajo Nations, hosted the mediation for the Liberian Diaspora via the Liberian Truth and Reconciliation Commission as a collaborative effort between Memnosyne and the Interfaith Center of New York.


Wednesday, October 28th: Cavendish Global Impact Forum Co-hosted by the Cleveland Clinic - The Intercontinental Hotel Bank of America Amphitheater at the Cleveland Clinic

Co-Host:43



10:30 AMto 11:00 AM Coffee break and networking

11:00 AM to12:30 PM

Family Office Plenary: “An intimate conversation with accomplished family offices: Philanthropy and impact investing, our family journey and mission” Panel Moderator: Angela Kaya Mwanza, Private Wealth Advisor, UBS Private Wealth Management. Angela serves as a Private Wealth Advisor at UBS Private Wealth Management based in New York focused on implementing values-based (or socially responsible/impact) investments where relevant, family governance, NextGen education, philanthropy, and much more. Angela is engaged in public health and advocates an entrepreneurial approach to solving some of the world's largest problems through her roles as Co-Vice Chairman of the MDG Health Alliance (soon to be SDG Health Alliance) focused on family planning/ reproductive health. She is also on the Board of Trustees of the Doris Duke Charitable Foundation and Grassroot Soccer. Angela also serves on the Advisory Board of Beespace, a non-profit incubator. She was a founding member of the United Nations Foundation Global Entrepreneurs Council of which she is now an emeritus member. Angela also serves on the Advisory Boards of Johnson, Cornell University Business School and Entrepreneurship@Cornell and is a member of the Economic Club of New York and of US-SIF: The Forum for Sustainable and Responsible Investment. Ms. Marcia Cardamore, Philanthropist, Founder and Executive Director, PeopleSense Foundation and PeopleSense Inc. As a philanthropist she dedicates her talents and funding to social justice and women’s health globally, and encourages other women to do the same. Marcia began her philanthropic career by funding and leading a successful constitutional challenge in Kenya on behalf of little girls who had been raped and denied justice. In her homeland of Canada she supports and engages in significant initiatives to address the disappearance and murder of hundreds of aboriginal women.She is also the founding member of two innovative philanthropic partnerships: Maverick Collective, where she is piloting social franchising clinics in Honduras to address gender-based violence, and Match International Women’s Fund, where she serves as a board and advisory member for investments to women’s activist groups in the Global South. Mr. Robert E. Knowling, Jr. is a committed philanthropist, impact investor and entrepreneur with over 30 years of experience in the telecommunications and technology sectors, leading companies through periods of high growth and organizational turnaround.Knowling is Chairman of Eagles Landing Partners. ELP. Mr. Knowling served as Chief Executive Officer of Telwares, a JP Morgan Chase/One Equity Partners Private Equity owned company, and Chief Executive Officer of the NYC Leadership Academy, an independent non-profit corporation created by Chancellor Joel I. Klein and Mayor Michael R. Bloomberg. Previously Mr. Knowling served as Chairman and Chief Executive Officer of SimDesk Technologies, Inc. and of Covad Communications; a Private Equity/Venture Capital backed start-up company located in Silicon Valley.Mr. Knowling serves on the board of directors for Heidrick & Struggles International, Inc; Bartech and Roper Industries. Mr. Knowling has been a YMCA volunteer for more than 20 years and served as chair of the National Services group for the YMCA. In 2011 Mr. Knowling published his autobiography, “YOU CAN GET THERE FROM HERE: My Journey From Struggle to Success.”

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12:30 PM to2:00 PM Lunch and Networking

2:00 PM to2:30 PM

Key Note Speaker: Ms. Veronika Scott: 2015 Recipient of the Muhammad Ali Humanitarian Giving Award Founder, The Empowerment Plan. Veronika is the 2015 recipient of the Muhammad Ali Humanitarian Giving Award as the founder of The Empowerment Plan, an organization that began around a single idea: to design a coat specifically for the homeless.The organization has now transformed into a system of empowerment in which homeless women are paid to learn how to produce coats for people living on the streets, giving them an opportunity to earn money, find a place to live, and gain back their independence.Veronika is an American social entrepreneur and CEO and founder of The Empowerment Plan. By age 23, Scott had already received various awards, including the JFK New Frontier Award (2012), and has been featured at multiple events, including at The United Nations Young Women’s Change Makers Conference (2011) held at the UN Headquarters and at the Clinton Global Initiative (2012).

2:30 PM to3:40 PM

Family Office Plenary: “An intimate conversation with family offices, philanthropists and surgeons transforming the lives of those most in need” Mission: Restore is creating a world in which local surgeons have the knowledge, skills and support they need to treat debilitating injuries in their own communities around the world. Panel Moderator: Kaveh Alizadeh MD, MSc, FACS, Founder and Chairman, Mission: Restore. Dr. Alizadeh’s passion for humanitarian work began in the Afghan refugee camps in 1993 and since then he has participated in volunteer surgical missions around the world. In 2009, Dr. Alizadeh’s humanitarian volunteer work earned him the prestigious Ellis Island Medal of Honor.Dr. Alizadeh founded Mission: Restore, a global health non-profit dedicated to providing surgeons in low resource settings the knowledge, skills and support they need to treat debilitating injuries in their own communities.Dr. Alizadeh has appeared in news media such as CNN, CBS 60 minutes, Discovery Health, Newsweek, Wall Street Journal and The New York Times. Dr. Kaveh Alizadeh is the Chief of Plastic and Reconstructive Surgery at Westchester Medical Center, Associate Professor of Clinical Surgery at New York Medical College and Founder of Mission: Restore. Mr. Richard Cohen, Founder and Managing Director, Clarion Financial Richard is Founder and Managing Director of Clarion Financial, the nation’s 5th largest healthcare financing company that focuses on the dental community. Richard is also Managing Director and third-generation owner of Benco Dental Company, the nation’s largest family office owned dental supply and equipment distributor. Richard earned his B.S. in Information Systems from New York University’s Stern School of Business, and has 3 patents currently owned by Microsoft.Richard is a trustee of the Benco Family Foundation, a trustee of WVIA public television and public radio, and he is on the Board of Directors of the United Way of Wyoming Valley. Ms. Mira Meheš, Director of Operations, The G4 Alliance The Global Alliance for Surgical, Obstetric, Trauma, and Anaesthesia Care (The G4 Alliance) is an advocacy-based organization dedicated to building political priority for surgical care as part of the global development agenda. We provide a collective voice for Member Organizations united in their commitment to supporting increased access to safe, essential surgical, obstetric, trauma, and anesthesia care for all. Ms. Meheš oversees the implementation of the strategic plan developed in conjunction with the interim Board of Directors, and works closely with the G4 Alliance committees, fellows, and volunteers in expanding the work of the Alliance.

Co-Host:45


Wednesday, October 28th: Cocktail Reception Cavendish Global Impact Forum Awards, Co-Hosted by BakerHostetler - The Intercontinental Hotel at the Cleveland Clinic

6:00 PMCocktail Reception Cavendish Global Impact Forum Awards, Co-Hosted by BakerHostetler - The Intercontinental Hotel at the Cleveland Clinic Announcement of the Cavendish Impact Foundation Award Winners and Grant Recipients

Blenheim PalaceOxford - 2014

Torrey PinesLa Jolla - 2015

The Evan’s Family ‘Garage’La Jolla - 2015

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