HeyJaredHouse Calls
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Quick Hits: Moving Forward with Medicaid (opens the original)
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Medicaid Managed Care is experiencing unprecedented turbulence as it exits a pandemic-fueled boom and encounters the reality of reduced funding, a 20% unwind in enrollment, and a rate environment that hasn’t caught up to the more complex care needs of a sicker population. Cain Brothers Managing Director Mike Elizondo joins Dave Johnson to explain what happened, what’s next, and why there’s reason for optimism. Cain Brothers is a division of KeyBanc Capital Markets.
Quick Hits: Fortune Favors the Bold - Cain Brothers’ 2026 Health System and Private Equity Collaboration Conference (opens the original)
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Cain Brothers’ Managing Directors Mike Tierney and Dan Gold join Dave Johnson to discuss why the Nashville conference hit the mark with healthcare leaders and why collaboration between health systems and PE is accelerating. Cain Brothers is a division of KeyBanc Capital Markets.
Quick Hits: AI in Healthcare Check-in (opens the original)
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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? A Genuine Health Care Mystery (opens the original)
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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.
Quick Hits: The Urgent Care Industry’s Next Phase of Expansion (opens the original)
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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.
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