Episodes
81
Latest episode
Aug 2026
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EN-US
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.
Six months ago, AI was all about deployment and enablement. Today, the focus has shifted to ROI. Cain Brothers' Thad Davis and Rishi Soni join Dave Johnson to map the journey from exuberance to impact. Cain Brothers is a division of KeyBanc Capital Markets.
Where is the market for menopause? With 75 million American women in perimenopause, menopause, or post-menopause, and 6,000 entering menopause every day, the lack of a robust market for menopause care services is a healthcare mystery. Stacy Guffanti and Alexandra Clemens unpack the reasons — and the market opportunity. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Patrick Allen talks with Dave about the new role that urgent care centers are playing as comprehensive outpatient hubs – and why they’re poised to capture a bigger share of the care continuum. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers Wyatt Ritchie and Managing Director Carl Hardie talk with Dave about the 3rd Annual MedTech, Pharma Services & Life Sciences CEO Summit held recently in Aspen, Colorado. Attended by over 60 healthcare CEOs, investors, and executives, the two-and-a-half-day agenda featured presentations and panel discussions spanning a range of challenges reshaping life sciences, including the impact of GLP-1s and AI to the China’s rise in the global market and exit trends in the current M&A environment. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers Director Dan Gold joins Dave Johnson to push back on the assumption that private equity and health system investment horizons are misaligned. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Dave Morlock talks with Dave about the financial predicament that health systems are in and how innovative systems are leveraging new revenue streams and strategic partnerships. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.
Cain Brothers’ Managing Director Todd Rudsenske talks with Dave about why US healthcare needs less Steve Jobs (innovation) and more Tim Cook (efficiency) to achieve a better future with higher productivity, lower costs, and improved outcomes. Cain Brothers is a division of KeyBanc Capital Markets.
Wyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.
What will AI-enabled healthcare look like? Cain Brothers Managing Directors Stacy Guffanti and Thad Davis discussed the industry’s AI future with Marina Kusserow , Operating Partner at a16z, Asif Dhanani , Partner at Rubicon Founders, and Tod Pesses , Principal at Silversmith Capital Partners at the 2025 Cain Brothers’ Private Company Healthcare Conference. Cain Brothers is a division of KeyBanc Capital Markets.
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