The MedTech Strategist Innovation Summit San Francisco – November 2017 — Agenda

November 28th - 29th, 2017 Hyatt Regency San Francisco Airport — Burlingame, CA

Confirmed Speakers and Panelists



David Cassak, Co-Editor-in-Chief, The MedTech Strategist and Managing Partner, Innovation In Medtech, LLC

Conference Host and Panel Moderator

David has more than 30 years of experience in the health care industry.  Prior to co-founding Innovation In Medtech, LLC, he served as Vice President, Content and Managing Director, Medical Devices for Elsevier Business Intelligence, A Reed Elsevier Company, now part of Informa Business Information, where he wrote extensively on the medical device industry for Windhover’s monthly publications, IN VIVO and START-UP.  He is also a frequent speaker before various companies and industry trade groups.

Prior to joining Elsevier, David worked for nearly 20 years at Windhover Information Inc., a company he founded with his partner, Roger Longman, which spun out the publications business of The Wilkerson Group, a leading management consulting firm at the time.

Speaker: Andrew Cleeland, CEO, Fogarty Institute for Innovation

Andrew Cleeland is chief executive officer of the Fogarty Institute for Innovation. Cleeland most recently held the position of vice president and general manager of Medtronic’s Transcatheter Mitral Valve Replacement (TMVR) Venture, formerly Twelve Inc., where he was president and CEO. He joined Medtronic following the acquisition of Twelve Inc.

Prior to Twelve, Cleeland was the president and CEO of Ardian, the pioneer of renal denervation for hypertension, heart failure and other associated disorders. Medtronic acquired Ardian in 2011 in one of the largest venture-funded exits in medtech history.

Cleeland started his career with the Australian Therapeutic Goods Administration, then progressed to large medtech companies, working for Telectronics Pacing Systems and Baxter Healthcare, and later with three Silicon Valley start-ups: Radiant Medical, Ardian and Twelve. He also currently serves as vice chairman of The Foundry.

Sponsor Presenter: Paul Conover, Partner, Knobbe Martens

Paul N. Conover is a partner in Knobbe Martens’ Orange County, CA office. He leads teams of attorneys in strategically obtaining patents domestically and internationally, performing due diligence in transactions involving intellectual property, developing and implementing licensing strategies, performing market clearance and engineering design-around efforts, and enforcing patents and defending against patents in the pre-litigation stages.

Mr. Conover holds degrees in physics, history, and law, and he works with clients in multiple areas of technology, including many types of medical devices, optics, and consumer products.  He has spoken at many events on intellectual property topics, including in Brazil, India, and the United States.  He has also published on many intellectual property topics, including regarding the recent decisions by the U.S. Supreme Court on patent law.

Mr. Conover joined the firm in 1997 and became a partner in 2003.

Panelist: Dennis Crowley, Senior Vice President, Business Development & Licensing, Baxter International Inc.

Dennis joined Baxter in 2017 from Acelity L.P., where he served as Senior Vice President, Strategy and Business Development.  Previously, he worked at Medtronic plc (and before that, Covidien plc) in roles of increasing responsibility between 2005 and 2015, most recently as Vice President, Corporate Development. Crowley began his professional career with Tyco International in 1993 and served in various strategic, business development and operational roles during his 12-year tenure.

Dennis received his bachelor’s degree in economics from Harvard College.

Panelist: Ryan Drant, Founder and Managing Director, Questa Capital

Panelist: Hansen Gifford, III, Venture Partner, Lightstone Ventures

Hanson is a Venture Partner of LSV. He assists the LSV medical device team with deal sourcing, due diligence, and portfolio company management. He has served in this role since November 2013.

Hanson is currently a Managing Partner at the Foundry, LLC. The Foundry is the premier medical device company incubator and a preferred partner to LSV. Since its inception in 1998, The Foundry has founded and financed over a dozen medical device companies. Success stories include Ardian (acquired by Medtronic), eValve (acquired by Abbott), and Concentric (acquired by Stryker). Since 1998, Hanson has led The Foundry in all of its activities. These include the invention, identification and development of new technologies, the formation, financing, and staffing of over a dozen new companies, and ongoing support of these new ventures as a board member.

Prior to The Foundry, Mr. Gifford was VP of R&D at Heartport. From 1993-1998, he built and led a 62-person team developing a wide variety of novel devices and procedures for minimally invasive cardiac surgery. Heartport had a successful public offering in 1996. In 1992, Mr. Gifford co-founded and served as managing director of Bavaria Medizin Technologie, GmbH, a German source of catheters for interventional cardiology. In 1990, Mr. Gifford served as President of Cardiovascular Therapeutic Technologies, which was acquired by Eli Lilly in 1991. From 1985-1990, Mr. Gifford worked at Devices for Vascular Intervention (DVI), where he served in various engineering, clinical research and marketing capacities. Before joining DVI, Hanson worked in engineering roles at Oximetrix and General Dynamics.

Mr. Gifford is a co-inventor on over 225 issued US patents. He earned his B.S. degree in mechanical engineering from Cornell University. Mr. Gifford serves as Chairman of Forsight Labs, and is a Director of Miramar Labs, Twelve, Cotera, FIRE1, Forsight Vision 4 and Forsight Vision 5. He is also a Venture Partner with Lightstone Ventures.

Panelist: Sami Hamade, Partner, Apple Tree Partners

Sami has over 20 years of operating and investing experience across a broad spectrum of therapeutic areas. Sami is a prominent figure in the medical technology sector and leads Apple Tree’s efforts in this area. His interests include therapeutic devices, sensors and healthcare IT solutions.

Prior to joining Apple Tree Partners, Sami was a Partner at Aberdare Ventures where he oversaw the sale of Ablation Frontiers to Medtronic and participated in a number of key investments including NxThera Inc., Nevro and Sonitus.

In prior years, Sami was Vice President at the Guidant Corporation and head of the Compass Group, where he was responsible for Guidant’s venture capital, business development and M&A activities. Successful investments included Cardionet Inc (Nasdaq: BEAT), Evalve (Acquired by ABT), Cryovascular (Acquired by BSX), Remon medical (Acquired by BSX) Cardiomems (Acquired by St. Jude Medical) and Spiration Inc (Acquired by Olympus).

Earlier in his career, Sami played a critical operating role at Advanced Cardiovascular Systems (ACS), the pioneering company in the then emerging field of interventional cardiology which subsequently became a central part of Guidant’s multi-billion dollar leadership position in the stent market.
 He was also a senior executive in Guidant’s peripheral business. Sami has been a regular guest lecturer at the Stanford Business School and Biodesign programs. He is also an inventor and recipient of the prestigious Boss Kettering Award for innovation.

Sami holds a Bachelor’s Degree in Engineering from the American University of Beirut, a Masters Degree in Engineering from the University of Michigan, Ann Arbor and an MBA from the Stanford Graduate School of Business.

Board responsibilities include: Gala Therapeutics, VytronUS, Tusker Medical and Rox Medical.

Sponsor Presenter: Curtis Huffmire, Partner, Knobbe Martens

Curtis R. Huffmire is a partner in Knobbe Martens’ Orange County, CA office.  His practice focuses on patent litigation, prosecution, counseling and licensing.  He has experience in mechanical, medical, and electronic devices, systems and methods.

Mr. Huffmire represents clients in a wide range of technologies, including medical devices and procedures, vehicle systems, surveillance systems, electro-mechanical systems, and materials engineering.

Mr. Huffmire is a member of the litigation team representing clients in the enforcement of their intellectual property rights and responding to the allegations of their competitors.  Mr. Huffmire also works with clients to obtain patent protection on their new products and ideas.  His practice includes counseling clients regarding patent infringement, patent validity, licensing, and right-to-practice issues.

Panelist: Wende Hutton, Healthcare Investor, Canaan Partners

Healthcare investor Wende Hutton brings 23 years of experience to identifying, investing in and building companies that are changing the practice of medicine. She has facilitated bringing over a dozen medical devices and drugs to market, and currently sits on the boards of Antiva Biosciences, Chrono Therapeutics, Glooko, OncoResponse, ReVision Optics and Theraclone Sciences. Prior investments include BiPar Sciences (acquired by Sanofi-Aventis), Chimerix (CMRX), Dermira (DERM), Labrys Biologics (acquired by Teva Pharmaceutical) and Transcend Medical (acquired by Alcon/Novartis). Wende was recognized among Fierce Biotech’s 2014 “Fierce 15” women in biotech and honored as one of The Most Influential Women in Bay Area Business 2015 by The San Francisco Business Times.

Wende joined Canaan in 2004, and her life sciences track record includes seven IPOs and six acquisitions. She began her venture career at Mayfield Fund in 1993, where she incubated Heartstream (HPQ) and Northstar Neuroscience (NSTR). Earlier in her career, Wende held senior operational management positions at GenPharm International and Nellcor in business development and marketing.

Wende holds an AB in human biology from Stanford University and an MBA from Harvard Business School, where she was a Baker Scholar. She is active with several community service groups including serving on the board of ReSurge International which provides reconstructive surgical care to the needy in developing countries.

Sponsor Presenter: Philippe Kassab, President genae Americas

Philippe Kassab joins genae after spending nine years at General Electric. With a degree in business administration from Northeastern University, Philippe initially held several roles in finance and treasury at GE in Paris, France.

Philippe was then a Sr. Associate at GE’s leadership program, Corporate Audit Staff. His assignments in healthcare, oil & gas, real estate and financial services have led him to be posted in North America, the Middle East, North Africa and Eastern Europe.

Philippe’s in-depth expertise and knowledge of business processes, financial audits and transaction analysis are tremendous assets to complement the growth of the global genae group.

Panelist: Jennifer Kozak, ‎Vice President, New Business Development, Johnson & Johnson

Jennifer Kozak is Vice President, Business Development in Johnson & Johnson’s Medical Devices group. In this role, Jennifer is responsible for Business Development (BD) activities for New Growth Platforms. She also works to develop and lead new external innovation models and works with Johnson & Johnson Development Corporation to optimize our equity investment strategy and portfolio. Jennifer has led numerous BD projects and strategic assessments, including the strategy to enter the ENT (Ears, Nose, Throat) space leading to the acquisition of Acclarent, and the Angiotech knotless tissue closure device asset acquisition.

She began her career at Johnson & Johnson as an engineer at Johnson & Johnson Interventional Systems prior to the merger with Cordis Corporation. While at Cordis, she held various roles in Operations, R&D and New Business Development. Following Cordis, she joined Ethicon, Inc. a Johnson & Johnson company in New Business Development responsible for New Growth Opportunities.

Jennifer has a BS in Chemical Engineering from Bucknell University, and completed the Smith College Leadership Consortium Executive Education.

Sponsor Presenter: Irfan Lateef, Partner, Knobbe Martens

Irfan A. Lateef serves clients around the globe with intellectual property matters, with particular emphasis in high stakes patent litigation.  He appears regularly before federal district courts throughout the country and has extensive experience before the International Trade Commission in Section 337 proceedings.  Irfan has obtained significant awards for plaintiffs and also efficiently defended his clients’ interests.  He has succeeded at all levels of litigation including early settlement, motions for summary judgment, jury verdicts, and appeals.

Irfan is also a registered patent attorney.  He has prepared and prosecuted patent applications in a variety of technologies, including e-commerce, computer software, and medical devices.  He also represents clients in other intellectual property matters including those involving patents, trademarks, trade secrets, trade dress and copyrights, with cases in areas such as electronics, semiconductors, biometric authentication, software, medical devices, and prosthesis technology.

Before joining the firm, he worked as a consultant to Baxter Healthcare in its Biotech division from 1995 to 1996.  At Baxter Healthcare, Irfan helped design and test automated systems for the collection of apheresis products including cellular blood components, plasma intended for transfusion and plasma intended for further processing.

Stephen Levin, Co-Editor-in-Chief, The MedTech Strategist and Managing Partner, Innovation In Medtech LLC

Conference Host and Panel Moderator

Prior to co-founding Innovation In Medtech, Stephen Levin served as Editor-in-Chief of Medical Devices for Elsevier Business Intelligence, where he directed the company’s editorial coverage of the medical device industry, following Elsevier’s acquisition of Windhover Information in 2008.  This included managing the device content for the following publications: IN VIVO, START-UP, MEDTECH INSIGHT, The Gray Sheet, and The Silver Sheet, along with the IN3 medical device partnering conference series.  Stephen joined Windhover Information in 1997, where as Executive Editor, he specialized in covering the device industry, distribution, and legal issues.  He also served as the company’s General Counsel. He also formerly was an Editor of Health Industry Today, a leading publication in the health care industry.

Prior to joining Windhover, Stephen was Senior Counsel to the US Senate Permanent Subcommittee on Investigations, where he directed Senate investigations into a wide variety of areas including health care fraud and abuse, international organized crime, and corruption in federal contracting programs, while also participating in other Senate investigations including the Whitewater inquiry.  Before joining the Subcommittee, he was with the Federal Election Commission (enforcement and regulatory counsel) and the Department of Justice (international criminal law).

Panelist: Casey McGlynn, Partner, Wilson Sonsini Goodrich & Rosati

Casey McGlynn is a partner at Wilson Sonsini Goodrich & Rosati. Since joining the firm in 1978, he has been a member of the firm’s board of directors, and its Policy, Nominating, and Compensation Committees. Casey’s practice focuses on the organization, funding, and corporate representation of companies in the information technology, life sciences, and telecommunications industries.

Casey is a nationally recognized leader in the representation of start-up and growth technology companies. He assists his clients in meeting their financing needs through introductions to an extensive network of angel investors, financiers, venture capitalists, corporate partners, and investment bankers. He has experience representing dozens of companies that have made successful initial public offerings and secondary offerings.

As a strategic business partner, Casey offers focused resources and capabilities to meet the most critical needs of start-up and emerging growth companies, including private and venture capital financings, public offerings, university licensing, and strategic collaborations. He frequently is called upon to structure and negotiate mergers and acquisitions, licensing arrangements, and domestic and international strategic corporate alliances, as well as other innovative financing arrangements.

Casey is a contributor to magazines and newsletters focused on angel and venture investing, and frequently speaks on issues relating to the organization and funding of new ventures.

Panelist: Geoff Pardo, Partner, Gilde Healthcare Partners

Geoff Pardo joined Gilde Healthcare in 2011 as a Partner working out of the office in Boston/Cambridge, MA and is focusing on Gilde’s investments in North America. He led the investments in CVRx, InovaLabs (acquired by ResMed), BionX and Vapotherm and represents Gilde as a member of the board of directors for each company.

Previously, he was a Partner at Spray Venture Partners where he led investments into Interlace Medical (sold to Hologic), Solace Therapeutics, TearScience and Cascade Ophthalmics. He served on the board of Solace, TearScience and Cascade, and was actively involved in Interlace and Conventus Orthopedics.

Geoff also served as President & CEO of Facet Solutions, a spinal implant company focused on treating lumbar spinal stenosis until the company was sold to Globus Medical in 2011. He has also worked at Cardinal Partners as an Associate leading their investing activity in the medical device sector. He was responsible for sourcing and managing investments in Replication Medical and CardioOptics.

Geoff began his career in medical devices as a product manager with Synthes USA.

He has a B.A. with honors in History from Brown University and an M.B.A. from the Wharton School of Business. He is a US citizen based in Gilde Healthcare’s Cambridge, MA office.

Panelist: Duke Rohlen, CEO of Ajax and Epix/Advanced Cardiac Therapeutics

Over 15 years of experience as an executive in medical device companies. Currently Duke serves as Chairman and CEO of Spirox, Inc. and Chairman and CEO of Advanced Cardiac Therapeutics.

Prior to Spirox and Advanced Cardiac Therapeutics, Duke served as founder and CEO of CV Ingenuity where he raised $30.0 million of venture capital prior to selling the company to Covidien (now Medtronic) in 2013 for ~$300.0 million. Prior to CV Ingenuity, Duke served in a variety of roles at FoxHollow Technologies prior to being named President. Duke helped drive annual sales to ~$200.0 million, helped the Company through an IPO, conceived of and structured a $300.0 million collaboration with Merck Pharmaceuticals, and ultimately led the sale of the company to EV3 (now Medtronic) for $780.0 million in 2008. Prior to working at FoxHollow, Duke held senior management positions at two other medical technology companies and served as an entrepreneur-in-residence at the private equity firm, Alta Partners.

Mr. Rohlen began his professional career as the founder and President of a 9 unit, ~$20.0 million per year restaurant company. Mr. Rohlen received an M.B.A. from Harvard Business School and a B.A. from Stanford University.

Presenter: Howard Root, former CEO of Vascular Solutions and author of Cardiac Arrest: Five Heart-Stopping Years as a CEO on the Feds’ Hit-List

Howard Root is the recently-retired Chief Executive Officer of Vascular Solutions, Inc., a company he founded in 1997, took public in 2000, and grew into a worldwide medical device company that he sold to Teleflex for $1 billion in February 2017. Over the company’s 20 years, Howard led Vascular Solutions in inventing, developing and launching over 100 new medical devices used to improve the lives of patients suffering from cardiovascular disease.

The motivation behind the sale of Vascular Solutions and Howard’s voluntary early retirement is a true-life legal nightmare that is detailed in Howard’s new book: Cardiac Arrest: Five Heart-Stopping Years as a CEO on the Feds’ Hit-List. It started as a false accusation of off-label promotion by an embittered former employee and ended a half decade later in a San Antonio courtroom with two words – “not guilty.” Beating the 10-count felony criminal prosecution – over just one device that made up only 0.1% of the company’s sales and never harmed a single patient— took a 121-lawyer team and a $25 million legal bill. Even a single guilty verdict would have put Vascular Solutions’ continued existence in doubt and sent its CEO Howard Root to prison for years. In his discussion, Howard will share the lessons of his case that apply to a medical device industry faced with out of control prosecutors leveraging vague federal regulations to manufacture criminal charges that put every company – and every executive – in peril.

Panelist: Kate Rosenbluth, CEO, Cala Health

Kate Rosenbluth co-founded Cala Health with Scott Delp, PhD and Serena Wong, PhD. She has developed cutting-edge neurotherapies with Brainlab, Autonomic Technologies, and Genentech. She was a lecturer and fellow in Stanford Technology Ventures Program and Biodesign and a Postdoctoral Fellow in UCSF Neurosurgery. Kate has authored more than 50 patents and peer-reviewed publications.

Panelist: Renee Ryan, Vice President Venture Investments, Johnson & Johnson Development Corporation

Renee Ryan, Vice President, Venture Investments, joined Johnson & Johnson Innovation – JJDC, Inc. (JJDC) in 2011. She is based in Silicon Valley, California and primarily supports the strategic investment activities in medical devices.

Mrs. Ryan’s background includes over 15 years of healthcare investment banking. Most recently, she ran the medical device investment banking effort at R.W. Baird & Co. Previously, she lead the West Coast healthcare group at Jefferies & Co. and was in the healthcare investment banking groups at Goldman Sachs and Credit Suisse.

Mrs. Ryan received an MBA from Columbia Business School and a Bachelor’s degree from Georgetown University. She was nominated for the Silicon Valley Business Journal “Women of Influence” in 2011 and participated in the Smith Tuck Global Leaders for Women Program in 2014. She recently was nominated to the Fierce Medical Devices Top Women in Medical Devices 2015 list.

Panelist: Peter Shagory, Executive Vice President, Strategy and Corporate Development, CONMED Corporation

Peter Shagory joined the Company as Executive Vice President, Strategy and Corporate Development in May 2015. Mr. Shagory has more than 20 years of experience in healthcare venture investing and mergers and acquisitions through his previous venture capital, investment banking and corporate roles.

Prior to joining CONMED, Mr. Shagory led the strategy and business development efforts for Cardinal Health’s Medical Products Group within the Medical Segment from June 2013 to May 2015, where he played a key role in Cardinal Health’s entry into the interventional cardiovascular and the advanced wound care categories. Prior to that, Mr. Shagory led the healthcare and life sciences investment effort at Baird Venture Partners from January 2004 to mid-2013, focusing on medical technology and research tools and diagnostics.

Mr. Shagory earned an MBA from Dartmouth’s Tuck School of Business and a BS in Finance from Miami University in Oxford, Ohio.

Panelist: Andrew Weiss, President & CEO, ReCor Medical

Andrew Weiss joined ReCor Medical as President & CEO in April 2013. Mr. Weiss brings over 20 years of experience in the Medical Device Industry, starting with global management responsibilities at GE Medical Systems. Mr. Weiss left GE to become Vice President of Sales & Marketing at Marquette Medical Systems. Following Marquette, he became President & CEO of Vital Images, a company he took public in 1996. Mr. Weiss then joined Medtronic as VP & General Manager of its Surgical Navigation Systems business, following which he became VP & General Manager of the Medtronic Neurological business. Prior to joining ReCor Medical, he served as President & CEO of CoAxia, Inc.

Mr. Weiss is a graduate of the Massachusetts Institute of Technology with a degree in mechanical and electrical engineering and has an MBA from the Columbia University Graduate School of Business.

Panelist: Dan Wolf, ‎Senior Director, Corporate Development, Medtronic