The Guest Speakers for the Southeast Finance Conference 2018

finance design operations programming technology insurance
Finance Design Operations Programming Technology Insurance

WELCOMING REMARKS – KEYNOTE SPEAKER:


Keith Seeloff

Keith Seeloff (Partner – Dixon Hughes Goodman)

Keith Seeloff is the leader of the Senior Living Practice and has more than 30 years of experience in the healthcare industry, with a focus on the senior living industry. Keith and his team provide business and financial advisory services such as strategic planning, financial forecasting, market demand analysis, third party reimbursement, operational audits and systems review. He has been a key participant in more than 100 continuing care retirement community (CCRC) development projects, including startup communities, existing campus repositioning and obligated group financings.

Keith has conducted financial analyses of merger and acquisition transactions and financing structures to include valuations, due diligence, projection and market feasibility analyses for proposed and existing CCRCs, assisted living facilities, skilled nursing facilities and other retirement housing projects.Prior to joining Dixon Hughes Goodman, Keith worked for a Big Four accounting firm as a consultant in the long-term care industry and as an auditor for a Medicare Intermediary. Keith is a member of AICPA and LeadingAge. He is an accomplished presenter on topics affecting acute care facilities, skilled nursing providers and home health agencies. Keith holds a B.S. degree in accounting from Ball State University.


GUEST SPEAKERS


Keith Seeloff

Vicki Hitzges (From the Front Row to Your Bottom Line)

Vicki delights audiences.  Her techniques come from her long career as a highly regarded motivational keynote speaker and broadcast journalist. She was the first woman and youngest person to hold the title of Dallas Bureau Chief at KTVT in Dallas, at the time, the largest, independent TV station in the nation.  She also anchored the news for the NBC affiliate (KRIS) in Corpus Christi, Texas where she won the prestigious National Headliner Award from the Press Club in Atlantic City.  She also co-hosted the popular, Dallas Cowboy’s weekly TV show, Special Edition, back in Dallas before becoming a successful publicist.  In that role, her clients included BeautiControl Cosmetics and the world’s top motivational speaker, Zig Ziglar.  Impressed with her creativity, Zig invited Vicki to be one of the few speakers he would personally mentor.

As a motivational speaker, Vicki honed her platform skills using a conversational style to reach audiences with stories and humor – never Power Point.

She speaks across the world to associations, companies and universities who want a proven, strong message about teamwork in the workplace and excellent customer service. She’s been interviewed by publications ranging from Entrepreneur magazine to the Chicago Tribune to the Dallas Morning News.  She’s also been a guest on radio and TV programs internationally including a segment on the British Broadcasting Corporation (BBC) where frustrated hosts called for motivational advice for the team Manchester United.  (After the call, the famed soccer team won.) Vicki holds a Certified Speaking Professional designation – an earned title given to less than 10% of speakers internationally and only a few hundred women.

She’s authored two books, the first of which sold out the first day it was on the market.  Now in multiple printings, it’s sold around the world.  That book, Attitude is Everything – 10 Steps to Staying Positive sells strongly as does her second book, Stuck on Stop – How to Quit Procrastinating.


FINANCE


Mike Thomas (Thomas USAF)

Michael Thomas (CPA) is the founder, CEO and Investor in USAF I, II, III and Thomas USAF Group, LLC. In 2011 he founded his fifth USAF fund, McDonald USAF, LP and in 2015 he announced the formation of his sixth fund, USAF 6, LP which he currently manages. Mike has been in the government guaranteed loan business for over 35 years. He headed the Small Business Administration (SBA) Transition and Reorganization for President Jimmy Carter. As partner at Ernst & Young, he set up the Ethanol Guarantee Loan Program for the US Department of Energy. He founded USAF I, the original stripper of SBA and USDA loans, in 1986.

Mr. Thomas co-authored the SBA Model Service Provider Agreement. He founded and managed eight lending and investment institutions specializing in SBA and USDA loans, including B&I Lending, the #1 USDA RD Lender in the nation from 1997 to 2001. He also served as President of the National Rural Development Association in both 1999 and 2000.

Mr. Thomas is a frequent speaker on Rural Development forums. He currently functions as the CEO and Chairman of Thomas USAF and Thomas Financial Group, LLC.

Zvi Rhine (Global Healthcare REIT)

Zvi has 20 years of experience in the securities and investment industries. He is the President and CFO of Global Healthcare REIT. Global Healthcare REIT owns healthcare properties and leases them to proven facility operators in the senior care industry. He is also the principal and managing member of Sabra Capital Partners which he founded in 2012, a multi-strategy hedge fund that focuses on event-driven, value and special situation investments primarily in North America. Prior to founding Sabra Capital Partners, he worked at Hilco Real Estate concentrating on asset-backed investments and sale-leaseback transactions. From 2005 to 2008, he was a Director of Boone Capital, an event-driven hedge fund concentrating on small to mid-cap companies. Mr. Rhine has also worked in various investment capacities for Banc of America Securities and US Bancorp Piper Jaffray. Zvi is a graduate of the University of Illinois where he was the recipient of The Bronze Tablet for being in the top 1% of his graduating class.

Thomas R. Burton (Alex Brown Realty)

Thomas Burton is Chief Operating Officer and Chief Investment Officer at Alex. Brown Realty (“ABR”).  Mr. Burton has been associated with ABR since 1992 and is a member of its Board of Directors.  He is primarily responsible for the firm’s day to day operating and acquisitions activities.  Mr. Burton previously managed the company’s asset management group.  Prior to joining the firm, Mr. Burton was an Asset Manager in the real estate division of USF&G and an auditor and consultant at Ernst & Whinney.  Mr. Burton received his MBA from the Wharton School at the University of Pennsylvania and his BA from the University of Maryland.  He is a Certified Public Accountant and Certified Management Accountant.  Mr. Burton  is a full member of the Urban Land Institute, where he serves on the Small Scale Development Council, and a Supporting Member of the Zell/Lurie Real Estate Center at the Wharton School.  Mr. Burton is an Adjunct Professor at the University of Maryland’s Colvin Institute of Real Estate Development, where he teaches a course in Real Estate Structured Finance.  Mr. Burton has previously served as an Adjunct Professor at Georgetown University’s School of Continuing Studies, where he taught a course in Real Estate Private Equity.

Alex. Brown Realty, Inc. is a privately owned real estate investment manager organized in 1972.  ABR provides joint venture equity capital to real estate developers, operators and managers.  The firm raises capital via its proprietary commingled funds.  Since 1994, it has raised six such funds and currently has under management a diverse portfolio of real estate investments with a market value of approximately $1.3B.  The firm’s investment strategy is focused on value-added investments in small to mid-cap sized transactions, which typically require an equity commitment of $5 to $12 million.  The firm’s most recent commingled fund, Chesapeake Property Investors IV, was closed in June 2012 with $282 million of investor capital.

Michael Zuckerman (Whitestone Realty Capital, LLC)

Michael Zukerman is the Managing Director and CEO of Whitestone Realty Capital, LLC. Whitestone Realty Capital, Inc (“WRC”) is a developer and real estate investment banking firm.

Mr. Zukerman has been selected by an investment group which will invest $4 billion in core assets to be the asset protector of said Investment Trust. His role will be to monitor and report to the investors to progress and activities of the Investment Manager. One of the Investors in that fund has selected him to be the Investment Manager of a $300 million managed account that will invest 40% in core plus investments, 40% in value added investments and 20% in opportunistic investments. In addition Whitestone has been selected as a co-investment manager for a series of funds whose investment criteria will be 50% opportunistic investments and 50% value added investments.

Some more noteworthy transactions Mr. Zukerman has been involved in include arranging (1) the first $140,000,000 securitized mortgage-backed financing ever completed without credit enhancement in 1991 together with a “follow on” transaction for the same company of similar size in 1993; (2) closing the first $127,000,000 conduit financing ever completed in 1992; (3) acting as financial advisor to a REIT in 1993 ($90 million of equity); (4) coordinating the merger of a shopping center owner operator into a mortgage REIT and creating a large equity REIT that had a capitalization of over $700,000,000 when it was sold; and (5) arranging $200,000,000 financing for an acquirer of environmentally distressed assets in 1997. He presently is lawyer and consultant on the development of hotels for a new 4 star hotel brand.

For many years, Mr. Zukerman has practiced real estate law, concentrating his practice in the areas of real estate secured lending, from the lender and the borrower side, real estate development and acquisitions. He is presently “of counsel” to Warshaw Burstein, LLP in New York City. Website: http://www.wbcsk.com.

Mr. Zukerman was previously: (1) a director of Watsco Inc a company listed on the New York Stock Exchange for 9 yrs; (2) member of the board of directors of Programmed Tax Systems and Programmed Bookkeeping Systems two affiliated companies listed on Nasdaq for 8 yrs; (3). He is presently a member of the Advisory Board of Metro Capital LLC. (4) Previously a Member of the board of the Asperger’s International Foundation for 6 years; (6) He was also a member of the board of Temple Beth Torah in Melville, NY for 12 years, and (7) The YMHA of Suffolk County 4 years. He served for two years on a board for the Town of Greenburgh, NY for the development district of Hartsdale, NY.

Greg Almquist (Almquist Hansen, LLC)

Mr. Almquist has been developing, financing and managing multifamily rental communities since 1987.  Since co-founding Almquist Hansen, LLC in 2005, Mr. Almquist has successfully developed four senior housing communities in greater Atlanta: The Lodge at BridgeMill (150 IL) located in Canton, GA;   Towne Club Peachtree City (153 IL & AL) located in Peachtree City, Georgia;  the recently opened Towne Club Windermere (142 IL, AL & MC) located in Cumming, Georgia;  and in March, 2017, The Glen at Lake Oconee (114 IL, AL & MC) located in Greene County, GA.  In 2009, the Towne Club Peachtree City community received the First Place award, nationally, for Best Multifamily Rental 50+ Community from the National Association of Home Builders.  

As the former President of GrandMarc, LLC and Vice President of Ambling Development Company,  he developed and financed off campus student housing, which included University Plaza  located at SUNY Binghamton University in Binghamton, New York;  GrandMarc at University of Minnesota located in Minneapolis, Minnesota; and GrandMarc at University of California located in Riverside, California. Mr. Almquist was also a former Executive Vice President and one of the founders of Pinnacle Realty Management Company, one of the largest third party apartment management firms in the United States, where he was responsible for national business development.  Prior to that, Mr. Almquist was a Vice President at Lincoln Property Company where he developed market rate multifamily apartments in southeast Florida and later expanding third-party fee management business for Lincoln across the country.

A member of the Florida Bar Association, he earned his bachelor’s degree in political science from Wabash College and his law degree from Indiana University School of Law. He also studied at St. John’s College, Oxford, England.

Dominic Romeo (PruittHealth)

Dominic Romeo manages finance for a large post-acute care health system.  He has served in a financial leadership roles for organizations including Emory University and Marsh & McLennan.  Dom is a Certified Public Accountant and earned an MBA from the Georgia State, Robinson School of Business.  He is a Licensed Nursing Home Administrator, a member of the AICPA and the Georgia Society of CPAs. 


OPERATIONS


Walter-Esquivel-Image

Paul Stegenga (Stegenga + PARTNERS)

BIO Starts Here

Bobby Guy (Polsinelli)

Bobby Guy believes that the uncertainty surrounding the US healthcare market presents the greatest investment opportunity in healthcare for the last half century. He is a healthcare deal lawyer, and he spends his time focused on fixing, buying and selling healthcare companies. Since 2016, he has led the two largest skilled nursing spinoffs in the country, structuring the sales of approximately 400 facilities to more than 30 buyers in 25 states in those deals. He represents clients across the healthcare sector, including:

  • Senior living providers, developers, and REITs
  • Hospitals and acute care facilities
  • Life science companies
  • Private equity fund investors

With the firm belief that proprietary market intelligence is one of the most important services that a lawyer can provide to clients, in 2014 Bobby co-developed a financial research index comparing distress in the healthcare services sector to distress in the overall U.S. economy. For more information on our distress index findings, please visit Polsinelli/TrBK Distress Indices or go to www.distressindex.com.

Bobby chairs the national Healthcare Dealmaker’s Conference in Dallas each May, and he is a frequent speaker and author on healthcare investing and healthcare-related topics. He has appeared on Fox News, and has been published or quoted in The New York Times, The Wall Street Journal, CNN Money, The Deal, McKnight’s Senior Living, Healthcare Mergers & Acquisitions, Senior Housing News, HealthLeaders, The Journal of Corporate Renewal, and HFM, among others.

David M. Johnston (Beacon Communities, Inc.)

In 1988 David joined Laing Properties, an Atlanta real estate owner/operator.  As the Director of Retirement Housing, he was directly responsible for the operations of four senior housing communities with over 200 employees and 500 residents.  In 1997, David served as Co-Founder, Partner and Chief Operating Officer of EdenCare Senior Living Services.  In just three years, he guided this company to become the 15th largest assisted living operator and 9th largest Alzheimer’s provider in the US.  In 2000, David founded Beacon Communities, a Senior Living Management Company. By 2003, Beacon Communities was listed by Assisted Living Today as the 39th largest assisted living provider in the nation.  Beacon excels in the turnaround and management of troubled communities and has operated over fifty communities in fifteen different states.

In 1988 David founded and became the first president of the Senior Living Association of Georgia.  He participated on the first Board of the Assisted Living Federation of America (ALFA) from 1988 to 1991.  David co-founded the Assisted Living Association of Georgia (ALAG) in 1996.  He has served as Co-Founder and Past President and is currently on the Board of Directors of the Georgia Senior Living Association (GSLA).

David graduated from the University of Tennessee in 1977 and worked in public accounting for eleven years.  He obtained his CPA license in 1981 and taught the Becker CPA review course for 15 years.  David became the lead instructor in Atlanta and consistently ranked within the top five percent of all instructors in the nation.  His accounting career subsequently specialized in management advisory services with a focus on healthcare.


HEALTHCARE REFORM


Lisa Legeer (DHG Healthcare)

Lisa Legeer is a Principal with DHG Healthcare and works with hospitals, health systems and post-acute care providers to develop and implement strategies to succeed as healthcare delivery evolves from fee-for-service (volume) to risk- and performance-based payment models (value). Lisa has more than 17 years of experience in the healthcare and senior living industry, providing strategic planning, operations assessment and performance improvement, market research, marketing, and other advisory services. Lisa has been involved in the development of numerous start-up communities, as well as expansion and repositioning projects. She is experienced in the preparation of market demand analyses for proposed and existing senior living and long-term care providers, including CCRCs, assisted living facilities, skilled nursing facilities and other retirement housing projects.

Marcus Van Ameringen, MBA (Colliers International)

Marcus Van Ameringen is Vice President Seniors Housing Investment Sales in Atlanta with over 20 years senior level experience in Assisted Living, Independent Living and Skilled Nursing Marketing, Operations and Development. Focused on brokerage, he facilitates the buying and selling of Independent, Assisted Living and Skilled Nursing properties.  As a corporate manager, Mr. Van Ameringen served as VP Sales & Marketing for three Senior Living/Long Term Care Companies driving revenue, product mix and sales strategy. The companies he has served range from $40 million to $2 billion in annual revenues. Specific roles and companies include: SVP Marketing, Wellington Healthcare LP; VP Marketing Capital Care Management; VP Independent & Assisted Living, Ethica Healthcare & Retirement; Director Market Research, Life Care Centers of America. In these corporate capacities he restructured the entire sales and marketing functions generating millions of dollars of new revenues (Medicare, Managed Care, Private Pay), implemented customer service as a “product” (quantifiable, metric driven), created hospitality programs, and initiated new business niches to grow top line revenues. As founder of Marcus & Associates Senior Living, LLC, Marcus provided sales and marketing, and operational consulting to Assisted Living and Skilled Nursing providers for five years boosting NOI through strategic pricing, market intelligence, niche positioning and targeted marketing.  Marcus graduated with an MBA from Owen Graduate School of Management, Vanderbilt University and BA from Auckland University, New Zealand.


PROGRAMMING


Ed Handy (BrightPath GPS)

Edward Handy is an experienced professional in clinical and operational Healthcare Program Development. He spent twenty-nine years with the University of Vermont’s College of Medicine Department of Psychiatry (Assistant Professor of Clinical Psychiatry, with specialty in Community Psychiatry). His extensive expertise in designing and developing integrated behavioral health programs, includes in-patient and outpatient program design, Partial Hospital Programs, Outpatient Clinics, Faculty Practice Development, and Comprehensive Evidence-Based Clinical Continuums of Care, as well as clinical architectural design of psychiatric/neuro-behavioral units with coordinated outpatient components.

He was the Principal Clinical Program Designer for Park Royal Hospital in Fort Myers, FL—a free-standing psychiatric hospital which opened with 76 beds and has expanded to 104 beds. There, Edward provided clinical advisement on Curriculum Design (inpatient and outpatient units), Medical Attending Staff Development (Psychiatrists and Hospitalist: recruitment/contracting and By-law composition), and Regulatory Compliance (State, Federal and Hospital Accreditation).

Terry Sullivan, M.D.

Terry Sullivan, M.D. – Dr. Sullivan received his M.D. from Georgetown University, Washington D.C, as well as is his degree. Dr. Sullivan did his residency at Waterbury Hospital, in Waterbury, Connecticut and received his Occupational Medicine and Masters in Public Health Program from the University of Michigan and is Board Certified in Internal Medicine.

Dr. Sullivan has extensive experience as an executive physician with a strong business/public policy background. In addition, experience and knowledge includes to include long-term care, rehabilitation hospitals, acute-care hospitals, insurance, pharmaceutical, the medical delivery system, public health policy and the corporate health environment.  Dr. Sullivan has proven ability in the leadership, management and strategic policy development for healthcare systems and a solid track record in developing successful businesses which produce outcomes that build relationships and credibility with key customer groups.

Carol Reynolds, MAI, CCIM (Province Valuation Group)

Carol Reynolds is professionally recognized as an authority on valuation, operational overview, and market feasibility of senior housing and healthcare across the United States. These include psychiatric hospitals (adult and adolescent), rehabilitation hospitals, assisted living facilities, group homes and acute-care hospitals. Carol holds a BS in Real Estate from Georgia State University, obtaining her MAI (Member of the Appraisal Institute) in 2000 and her CCIM (Certified Commercial Investment Member) in 2002.


TECHNOLOGY


Lorraine S. Enwright, NCIDQ (THW Design Architects)

Lorraine is Director of Design at THW Design, an award winning Atlanta based Architectural design firm and leader in the Senior Living Industry.  She has been designing intuitive environments for the Senior Living, Mental Health, Hospitality and Residential markets for over 25 years.  She applies this significant cumulative design experience to evidence based design solutions for senior communities, as well as custom residences for seniors seeking to extend their independence in their own homes.  With an innate understanding of scale, character, social connectivity and the emotional well-being associated with thriving environments, Lorraine approaches each project with a passion for the seniors’ “sense of place”, vitality and wellness.  As a holistic designer in both architectural and interior design, Lorraine works collaboratively with all the design disciplines at THW (Land planning, Architecture and Interior Design), and strives to create well-conceived, experiential environments from the outside to inside.  She has a deep belief that rooted deep within the human spirit, is the desire to thrive where we dwell and that an individual’s connection to their environment can be transforming when it reflects their intuitive nature.

Roger Harper (RHarper Consulting)

Mr. Harper brings over twenty-five years of mixed-use, multi-family and senior housing experience to RHarper Consulting Group.

Roger spent  three years with Bristol Development Group and managed all phases of project development and marketing for over 1,000 multi-family units.  Roger was involved in two major mixed-use projects in Nashville; Icon in The Gulch and Velocity in The Gulch. In addition he oversaw develpment execution of condominium coversions, mixed-use and other multi-family projects.

Prior to his involvement with Bristol Development Group, Roger spent eight years with Greystone Communities helping begin their real estate development operations before leaving to help found Southern Assisted Living, Inc.

Southern Assisted Living, Inc. built and acquired 45 assisted living communities in the Carolinas and Virginia.  In addition to overseeing the real estate development activity at Southern Assisted Living, Inc., Roger also played a key role in operations of the company’s portfolio.

Prior to Greystone Communities, Roger worked with Oxford Development and Drexel Properties in Dallas, Texas .

Roger holds a Masters in Business Administration from Texas Christian University and a Bachelor of Science in Mathematics from the University of Texas at Arlington.