Podcast
House Calls
Hosted by Cain Brothers, a division of KeyBanc Capital Markets · EN
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change.
The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
13episodes
Episodes
Newest firstAll episodes
Quick Hits: Partnering Forever? Challenging the Assertion that Health Systems are Always Partnering in Permanence
2w ago00:13:34Tap to summarizeCain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams
Apr 800:17:41Tap to summarizeCain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?
Mar 2500:12:42Tap to summarizeCain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
Mar 500:15:15Tap to summarizeCain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: A Year in Review and the Year Ahead
Feb 1200:20:24Tap to summarizeWyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →The Future of AI in Healthcare: Insights from Leading Investors
Jan 2900:51:18Tap to summarizeWhat will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow, Operating Partner at a16z, Asif Dhanani, Partner at Rubicon Founders, and Tod Pesses, Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew
Dec 1000:51:18Tap to summarizeAt the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.Note: this episode contains adult language.
Transcribe →When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?
Nov 1800:38:42Tap to summarizeWith new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)
Sep 3000:09:50Tap to summarizeWith an aim to cut $1 trillion from Medicaid over the next decade, the “One Big Beautiful Bill” significantly intensifies the pressure skilled nursing facilities are already feeling from reduced reimbursement rates and rising costs. Cain Brothers’ Managing Director Andy Goldberg talks about how operators are responding to this shifting landscape in real time and why their future viability hinges on investing in the right partnerships, embracing new care models, and innovating to improve operational resiliency. Cain Brothers is a division of KeyBanc Capital Markets.
Transcribe →Quick Hits: Distribution Titans Enter Specialty Physician Practice Management Arena
Aug 500:12:11Tap to summarizeCain Brothers’ Director Jonah Schutzman talks with Dave Johnson about a new trend in the provider consolidation market. Private equity, payers, and other traditional buyers and partners of specialty provider organizations are scaling back and large healthcare distributors are stepping in as full acquirers, offering liquidity, strategic partnerships, and operating infrastructure. How will this impact providers, distributors, and traditional investors? Cain Brothers is a division of KeyBanc Capital Markets.
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